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Buy on dips
Follow the insider purchases thru
the SBB.
They know what they are buying...
Look at the previous SBB and after that
sale of Treasury shares to Insti Investors
at much higher prices
Cheers
Follow the insider purchases thru
the SBB.
They know what they are buying...
Look at the previous SBB and after that
sale of Treasury shares to Insti Investors
at much higher prices
Cheers
Co embarked SBB yesterday
amtd 100 lots @ 2.95
Show of confidence.
Follow them
amtd 100 lots @ 2.95
Show of confidence.
Follow them
Analysts raise target prices for Food Empire with strong growth expected across key markets
This also comes after core net profit for 2025 rose 38% year on year, beating expectations
[SINGAPORE] Various analysts have raised their target prices on Food Empire : F03 +1.25%, after the group released its &ldquo stronger-than-expected&rdquo results for FY2025.
UOB Kay Hian (UOBKH) analysts John Cheong, Heidi Mo and Tang Kai Jie noted that its total revenue rose by 21 per cent year on year to US$577 million, as the company sees momentum and &ldquo double-digit growth&rdquo across most key markets.
As such, they increased the target price by 40 per cent to S$4.21 from S$3 previously. The counter was up 0.9 per cent or S$0.03 at S$3.24 as at the midday break.
The group reported a 2025 profit after tax and minority interests (Patmi) of US$36 million, which factors in a one-off, non-cash fair value loss of US$32.6 million on redeemable exchangeable notes.
&ldquo Excluding this item, core Patmi had surged 38 per cent year on year to US$68.6 million, beating our full-year forecast by 15 per cent,&rdquo said the UOBKH analysts in their Thursday (Feb 26) report.
Separately, the strong revenue figure was recognised by Maybank Group Research analyst Jarick Seet as well, who has kept a &ldquo buy&rdquo rating on Food Empire and a target price of S$3.95, up from S$2.92.
He noted that in particular, revenue from Russia and Central Asia surged 34.8 per cent and 25.6 per cent year on year, respectively, driven by higher sales volume and price gains, supported by improved in-store execution and broader product range representation.
&ldquo This came alongside a 10 per cent appreciation of the Russian Ruble against the US dollar,&rdquo the analyst wrote on Friday.
The growth from Central Asia is also partially aided by the full-year consolidation of Tea House, which became a subsidiary of the group in May 2024, said Seet.
At the same time, South Asia and South-east Asia revenue grew 16 per cent and 14 per cent year on year, respectively, driven by stronger market engagement, with South-east Asia contributing 26 per cent of total revenue.
Notably, Vietnam was a significant contributor to the group&rsquo s South-east Asia sales, on &ldquo new products and marketing strategies&rdquo , according to Alfie Yeo, RHB Group Research analyst.
&ldquo Food Empire&rsquo s Vietnam facility currently has a production area of around 1,313 square metres,&rdquo flagged Maybank&rsquo s Seet. &ldquo Management plans to increase production capacity by 15 per cent in 2026 through automation, and by another 30 per cent in 2027.&rdquo
Management also declared a final dividend of S$0.05 per share, and special dividend of S$0.04 per share, which the analysts were upbeat about.
Yeo cited this move as a &ldquo positive surprise&rdquo , as it brings the full-year dividend per share to S$0.12, with a payout ratio of 86 per cent. He has raised his target price on the counter to S$3.73, from S$2.95.
On a whole, the analysts expect core net profit and revenue margins to stay strong in FY2026.
&ldquo Capacity expansion should continue to drive top-line growth, while improving sales mix and operational efficiencies are expected to support margins going forward,&rdquo noted the UOBKH analysts.
Some risks to such forecasts include a disruption in operations due to the Russia-Ukraine conflict, and the negative effect of a change in the value of the ruble and other countries&rsquo currencies, Yeo from RHB Group Research said.
UOB Kay Hian lifts Food Empire&rsquo s target price to $4.21 on &lsquo solid execution&rsquo
UOB Kay Hian analyst John Cheong raised Food Empire&rsquo s target price to $4.21 after the company reported stronger-than-expected FY2025 results. Food Empire&rsquo s core profit after tax and minority interests (patmi) beat forecasts, driven by revenue growth across all regions, particularly Russia and Central Asia. Cheong also highlighted the company&rsquo s strong dividends, share buybacks, and capacity expansion plans as positive factors.
Food Empire marks 25th year as a listco with ' best performance ever'
Food Empire Holdings reported a 32% decrease in earnings for FY2025, but excluding a one-off accounting recognition, net profit reached a new high of US$68.6 million. Revenue increased by 21.1% to US$576.9 million, driven by growth in Russia and Southeast Asia. The company plans to pay a record dividend of 12 cents and has capacity expansion plans underway.
As expected....
Now partially covering the gap btwn 3.14 - 3.05
Still got some room to fall.
Juz be patient
Now partially covering the gap btwn 3.14 - 3.05
Still got some room to fall.
Juz be patient
msksmsks ( Date: 25-Feb-2026 11:46) Posted:
|
The prospects are good but I thinked alot
of good news being priced in and its toppish
Price don go up in linear fashion.
Nevertheless, if it.goes higher, congrats
to those still holding on .
Will it sell on news or march northwards.
Wl it be similar to HL Asia ? making downward move
after climbling up so much... there' s a gap btwn
3.14 - 3.05 yet to fill..
Letz C
of good news being priced in and its toppish
Price don go up in linear fashion.
Nevertheless, if it.goes higher, congrats
to those still holding on .
Will it sell on news or march northwards.
Wl it be similar to HL Asia ? making downward move
after climbling up so much... there' s a gap btwn
3.14 - 3.05 yet to fill..
Letz C
CGSI sees more upside in Food Empire, lifts target price to $4
CGSI analyst Tng raised Food Empire&rsquo s target price to $4, citing higher expected net profits for FY2025 and a stronger Russian ruble. The analyst also expects a bonus issue and higher dividends in the second half of 2026.
Good luck to those still holding ...
Opening with a big gap up
Opined some insider info being leaked
Huatt Arh
Opening with a big gap up
Opined some insider info being leaked
Huatt Arh
Married deal of 640400 shares 2.947
Wondering another tranche of treasury sale ?
Anyway, as mentioned b4, its getting toppish
and more than happy to sell if BB wanna push
higher .
Wondering another tranche of treasury sale ?
Anyway, as mentioned b4, its getting toppish
and more than happy to sell if BB wanna push
higher .
yesterday had a good run
getting toppish
wl sell into strength n book
profit for CNY
getting toppish
wl sell into strength n book
profit for CNY
Weakness is an opportunity to buy
Yum Yum
Yum Yum
msksmsks ( Date: 03-Feb-2026 09:18) Posted:
|
DBS initiates coverage on Food Empire with $3.40 target price flags Tata Consumer as possible suitor
Food Empire is seen to show " strong" both topline and bottomline growth but another appeal of this counter is its potential to be acquired.
According to an analysis published on Feb 3 by DBS Group Research' s Chee Zheng Feng and Andy Sim, Tata Consumer is a likely acquirer. They are initiating coverage on this counter with a " buy" call and $3.40 target price.
Over the years, Food Empire has grown a strong presence in numerous markets, including most recently, Vietnam. Its original markets of Russia, Ukraine and other former Soviet states remain key too.
Over FY2024 and FY2027, they project the company' s revenue to grow at a CAGR of 15% and earnings by 31%, thanks to margin expansion from better operational leverage.
Chee and Sim have observed a series of corporate actions undertaken by Food Empire to unlock value, " with acquisition as the end goal."
" We believe Ikhlas and management are actively working towards a buyout of the company by Nov 2029, when the Ikhlas&rsquo convertible bond investment matures," state Chee and Sim.
They have singled out India' s Tata Consumer as the " best fit" . First, there are operational synergies with its existing coffee business.
Next, Tata Consumer fetches a rich valuation, which will support its equity raise to fund an earnings accretive acquisition.
Also, India and Russia are neutral towards each other and their mutual stance is " pragmatic" .
Under a bull case, the stock may be worth up to $4.35, while a bear scenario will see it heading to $2.45.
" We believe downside is supported by meaningful buyback capacity of $37 million," the analysts say.
Food Empire shares held steady at $2.70 on Feb 2. It is up 175.51% over the past year.
Food Empire is seen to show " strong" both topline and bottomline growth but another appeal of this counter is its potential to be acquired.
According to an analysis published on Feb 3 by DBS Group Research' s Chee Zheng Feng and Andy Sim, Tata Consumer is a likely acquirer. They are initiating coverage on this counter with a " buy" call and $3.40 target price.
Over the years, Food Empire has grown a strong presence in numerous markets, including most recently, Vietnam. Its original markets of Russia, Ukraine and other former Soviet states remain key too.
Over FY2024 and FY2027, they project the company' s revenue to grow at a CAGR of 15% and earnings by 31%, thanks to margin expansion from better operational leverage.
Chee and Sim have observed a series of corporate actions undertaken by Food Empire to unlock value, " with acquisition as the end goal."
" We believe Ikhlas and management are actively working towards a buyout of the company by Nov 2029, when the Ikhlas&rsquo convertible bond investment matures," state Chee and Sim.
They have singled out India' s Tata Consumer as the " best fit" . First, there are operational synergies with its existing coffee business.
Next, Tata Consumer fetches a rich valuation, which will support its equity raise to fund an earnings accretive acquisition.
Also, India and Russia are neutral towards each other and their mutual stance is " pragmatic" .
Under a bull case, the stock may be worth up to $4.35, while a bear scenario will see it heading to $2.45.
" We believe downside is supported by meaningful buyback capacity of $37 million," the analysts say.
Food Empire shares held steady at $2.70 on Feb 2. It is up 175.51% over the past year.
Hit abv recent high of 2.88 and created new high of 2.92
Profit taking is inevitable but wl resume uptrend after
selling being absorbed.
Jia You
Profit taking is inevitable but wl resume uptrend after
selling being absorbed.
Jia You
DBS initiates Buy on Food Empire with
target price of $3.40
Beautiful
target price of $3.40
Beautiful
The retracement is healthy after turning toppish
Current support 2.68-2.69 bringing it more neutral
fm overbght.
Next culd be 2.64 lvl where the next Insti treasury
sale @ 2.635
Nevertheless, fundamentally nothing had changed and
result wl still be record breaking with expectation of
higher dividend .
Take this weakness to buy
Vested.
Current support 2.68-2.69 bringing it more neutral
fm overbght.
Next culd be 2.64 lvl where the next Insti treasury
sale @ 2.635
Nevertheless, fundamentally nothing had changed and
result wl still be record breaking with expectation of
higher dividend .
Take this weakness to buy
Vested.
msksmsks ( Date: 27-Jan-2026 10:20) Posted:
|
company making big time money by trading its own shares in the market....
Coming to papa again...
msksmsks ( Date: 27-Jan-2026 10:20) Posted:
|
Can get below $2.60 will be good
Went up too fast resulted overbght and
susceptible to profit taking
Support @ 2.74 while the latest insti
purchase price is 2.75
Looking fwd to retrace downwards and
then reload below 2.7 if ever goes there
susceptible to profit taking
Support @ 2.74 while the latest insti
purchase price is 2.75
Looking fwd to retrace downwards and
then reload below 2.7 if ever goes there