DFI Retail Group's Potential Not Fully Captured by the Market -- Market Talk

Dow Jones

Jul 17, 2025

0335 GMT - Singapore-listed DFI Retail Group has been divesting underperforming businesses and adopting initiatives to improve margins, but Citi analysts believe the market hasn't fully captured the group's potential. DFI's focus on lowering costs is shifting capital towards higher-margin products and operations, they say in a note. They expect 2Q results of the food and Maxim's restaurants segments will show trends similar to 1Q. The health and beauty segment could be more promising in 2Q, while the IKEA arm may see margin improvement but remain under pressure. They trim 2025-2027 net profit forecasts by 3%-12% to reflect the sale of its Singapore food business and Robinsons Retail. Citi raises the stock's target to US$3.80 from US$2.80 and maintains its buy rating. Shares are up 4.3% at US$3.13. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

July 16, 2025 23:35 ET (03:35 GMT)

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DFI's focus on lowering costs is shifting capital towards higher-margin products and operations, they say in a note. They expect 2Q results of the food and Maxim's restaurants segments will show trends similar to 1Q. The health and beauty segment could be more promising in 2Q, while the IKEA arm may see margin improvement but remain under pressure. They trim 2025-2027 net profit forecasts by 3%-12% to reflect the sale of its Singapore food business and <a href=\"https://laohu8.com/S/RRETY\">Robinsons Retail</a>. Citi raises the stock's target to US$3.80 from US$2.80 and maintains its buy rating. Shares are up 4.3% at US$3.13. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 16, 2025 23:35 ET (03:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DFI Retail Group's Potential Not Fully Captured by the Market -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDFI Retail Group's Potential Not Fully Captured by the Market -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-17 11:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0335 GMT - Singapore-listed <a href=\"https://laohu8.com/S/DFIHY\">DFI Retail</a> Group has been divesting underperforming businesses and adopting initiatives to improve margins, but Citi analysts believe the market hasn't fully captured the group's potential. DFI's focus on lowering costs is shifting capital towards higher-margin products and operations, they say in a note. They expect 2Q results of the food and Maxim's restaurants segments will show trends similar to 1Q. The health and beauty segment could be more promising in 2Q, while the IKEA arm may see margin improvement but remain under pressure. They trim 2025-2027 net profit forecasts by 3%-12% to reflect the sale of its Singapore food business and <a href=\"https://laohu8.com/S/RRETY\">Robinsons Retail</a>. Citi raises the stock's target to US$3.80 from US$2.80 and maintains its buy rating. Shares are up 4.3% at US$3.13. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 16, 2025 23:35 ET (03:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0205439572.USD","symbol_name":"富达亚太股息基金","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2552717740","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2552717740","pubTimestamp":1752723300,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0335 GMT - Singapore-listed DFI Retail Group has been divesting underperforming businesses and adopting initiatives to improve margins, but Citi analysts believe the market hasn't fully captured the group's potential. DFI's focus on lowering costs is shifting capital towards higher-margin products and operations, they say in a note. They expect 2Q results of the food and Maxim's restaurants segments will show trends similar to 1Q. The health and beauty segment could be more promising in 2Q, while the IKEA arm may see margin improvement but remain under pressure. They trim 2025-2027 net profit forecasts by 3%-12% to reflect the sale of its Singapore food business and Robinsons Retail. Citi raises the stock's target to US$3.80 from US$2.80 and maintains its buy rating. Shares are up 4.3% at US$3.13. 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DFI's focus on lowering costs is shifting capital towards higher-margin products and operations, they say in a note. They expect 2Q results of the food and Maxim's restaurants segments will show trends similar to 1Q. The health and beauty segment could be more promising in 2Q, while the IKEA arm may see margin improvement but remain under pressure. They trim 2025-2027 net profit forecasts by 3%-12% to reflect the sale of its Singapore food business and Robinsons Retail. Citi raises the stock's target to US$3.80 from US$2.80 and maintains its buy rating. Shares are up 4.3% at US$3.13. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 16, 2025 23:35 ET (03:35 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}