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Post by zuolun on Nov 20, 2013 14:51:58 GMT 7
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Post by zuolun on Sept 10, 2014 17:44:54 GMT 7
DairyFarm 900 US$ — The last line of defense @ 200d SMADairyFarm closed with a shooting star @ US$10.22 (-0.02, -0.2%) with 102 lots done on 10 Sep 2014. Immediate support @ US$10.11, immediate resistance @ US$10.52.  
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Post by zuolun on Sept 29, 2014 13:30:58 GMT 7
DairyFarm 900 USD — Head and Shoulders Breakout TP US$9.00DairyFarm had an inverted hammer @ US$9.57 (-0.13, -1.3%) with thin volume done at 11.7 lots on 29 Sep 2014 at 1.30pm. Immediate support @ US$9.40, immediate resistance @ US$9.71.  DairyFarm 900 US$ — The last line of defense @ 200d SMADairyFarm closed with a shooting star @ US$10.22 (-0.02, -0.2%) with 102 lots done on 10 Sep 2014. Immediate support @ US$10.11, immediate resistance @ US$10.52.
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Post by zuolun on Nov 18, 2014 16:36:29 GMT 7
DairyFarm 900 USD — Head and Shoulders Breakout TP US$9.00DairyFarm 900 USD closed with a hammer @ US$9.22 (-0.05, -0.5%) with thin volume done at 82.8 lots on 18 Nov 2014. Immediate support @ US$9.06, immediate resistance @ US$9.40. 
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Post by zuolun on Mar 6, 2015 10:22:46 GMT 7
DairyFarm traded @ US$9.14 ( +0.17, +1.9%) with thin volume done at 129,300 shares on 6 Mar 2015 at 11.25am. Dairy Farm hit by market challenges in Singapore ~ 6 Mar 2015 Why DairyFarm is near a 3-year low: Is it a hidden opportunity for investors? ~ 23 Feb 2015 - While Dairy Farm is still growing its revenue, it is doing so at a much slower pace. In addition, the firm’s also struggling with declining profit margins. In 2011, Dairy Farm’s top-line grew by 14.6% and it had a 5.3% net profit margin; by the first half of 2014, the supermarket retailer’s revenue growth and net profit margin were at 4.2% and 4.8% respectively.
- Currency risks also provide headwinds that Dairy Farm has to struggle against. The experience of the firm’s Indonesian unit is a good example. Over the past five years, the Singapore dollar has appreciated by more than 40% against the Indonesian rupiah; even if profits from Dairy Farm’s Indonesian business had stayed stagnant, a conversion into Singapore dollars would mean that those profits would be less valuable due to the currency swings.
- The growing tide in e-commerce (especially in the fast-moving consumer goods space) may also be an obstacle for Dairy Farm as more and more shopping is done online instead of in traditional brick-and-mortar stores.
 Dairy Farm's FY14 profit edges up 2%5 Mar 2015 RETAIL group Dairy Farm posted a 2 per cent rise year on year in net profit to US$509 million while sales were up 6 per cent at around US$11 billion. Underlying profit increased 4 per cent to US$500 million, while underlying earnings per share were 36.98 US cents, up from 35.52 US cents previously. Basic earnings per share were 37.65 US cents, from 37.05 US cents. Including associates and joint ventures, sales climbed 5 per cent to US$13.1 billion, the firm said in its preliminary announcement of results for the year ended Dec 31, 2014. Dividends per share came to 23 US cents, comparable to the previous financial year. Dairy Farm said: "Trading conditions in some of the group's major markets are expected to remain challenging, especially for the food businesses in South-east Asia. The group's approach, however, is to drive sales and profit growth in ways that build long-term value." "To that end, the group continues to invest in new and existing stores, strengthen its brands, improve operations and enhance the shopper experience across all formats." |
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Post by zuolun on Aug 14, 2015 19:15:54 GMT 7
DairyFarm ~ Bearish Bollinger Band BreakoutDairyFarm closed with a long black marubozu @ US$7.21 (-0.18, -2.4%) with thin volume done at 215,700 shares on 14 Aug 2015. Immediate support @ US$6.93, immediate resistance @ US$7.50. 
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Post by zuolun on Aug 24, 2015 12:32:53 GMT 7
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Post by hope on Aug 24, 2015 12:44:15 GMT 7
Bro Zuolun
This stock hit quite badly... from $10 to now 6.48, also maybe lesser interest as US$ against S$ has appreciated.
What do you think of UE... seem like drop quite a lot...can buy some to keep at this level..$1.9x? tks
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Post by zuolun on Nov 9, 2015 13:07:56 GMT 7
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Post by zuolun on Feb 15, 2016 11:49:07 GMT 7
The significant difference bet. price crashing down on low vol. and price crashing down on high vol.Sometimes, certain things could only be visible on the chart when the share price starts its unusual / volatile movement (up or down all in a row, with or without volume). Bollinger bands are very powerful technical indicator. When using it as a key indicator, volume is not necessarily required, instead, the breakout (upside or downside) at the upper or lower Bollinger band is more important. Likewise, in a downtrend, volume is not required for a downside breakout at support level. However, in an uptrend, volume is necessary for an upside breakout at resistance level. Note: A price drop (or rise) on high volume all in a row is a stronger signal indicating that something in the stock has fundamentally changed.
DairyFarm's chart pattern is similar to UE.DairyFarm: Value analysis ~ 29 Jan 2016 SSH, Templeton pared down its stake in DairyFarm from 7.25% to below 5% ~ 21 Jan 2016 In technical analysis, a stock that has made a new low is one that must be treated with caution and to be avoided buying for longterm investment.DairyFarm ~ Bearish Bollinger Band Breakout, interim TP US$4.55DairyFarm had a spinning top and traded @ US$5.60 (-0.05, -0.9%) with volume done at 81,500 shares on 15 Feb 2016 at 1245 hrs. Immediate support @ US$5.55, immediate resistance @ US$5.76.   |
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Post by zuolun on Feb 29, 2016 7:04:35 GMT 7
DairyFarm breached its 50 day moving average in a bullish manner ~ 25 Feb 2016 DairyFarm is near a 3-year low: Is it a hidden opportunity for investors? ~ 23 Feb 2016 DairyFarm ~ Trading in a downward sloping channel, interim TP US$4.55DairyFarm closed with a spinning top @ US$6.11 (+0.03, +0.5%) with volume done at 220,000 shares on 26 Feb 2016. Immediate support @ US$5.96, immediate resistance @ US$6.27  京东JD.Com Inc (NASDAQ:JD) set to announce quarterly earnings on Tuesday, 1 Mar 2016零售业寒冬利润放缓 永辉超市联手京东鏖战生鲜电商 ~ 29 Feb 2016   Temasek pares Alibaba stake while adding rival JD.com ~ 17 Feb 2016 JD.com ~ 26 Feb 2016  JD.com ~ 1 Sep 2015  Is there still hope for DairyFarm? ~ 23 Sep 2015 DairyFarm: DBS upgraded to BUY TP US$7.34 ~ 22 Sep 2015 DairyFarm: DBS rated HOLD TP of US$8.54 ~ 11 Aug 2015 DairyFarm: Purchase of 1,000 shares @ USD6.05 ~ 8 Aug 2015 China's JD.com says may buy back $1 billion of ADS ~ 8 Aug 2015 JD.com plunged more than 3% in pre-market trading session ~ 1 Sep 2015 Noticeable stock under consideration: JD.Com ~ 1 Sep 2015 DairyFarm at 52-week low: DairyFarm’s balance sheet has also deteriorated significantly from a year ago with its net-cash position of US$568m becoming a net-debt position of US$596m. The weakened balance sheet may be for a good cause however as it happened because DairyFarm had bought a 19.99% interest in Yonghui Superstores for Rmb5.69b (US$925m). 31 Aug 2015 Hedge funds are now favoring JD.Com over Alibaba ~ 31 Aug 2015 Hedge funds ditch Alibaba for rival JD.com ~ 31 Aug 2015 Alibaba, JD.com target rural China for e-Commerce growth ~ 30 Aug 2015 JD.com rally 6.87% ~ 30 Aug 2015 Short interest in JD.com spiked ~ 17 Aug 2015 Singapore's Temasek expands China investment with JD.com, Cheetah Mobile ~ 15 Aug 2015 Short interest ~ 14 Aug 2015 跨境电商再迎实体零售老兵 ~ 13 Aug 2015 JD.com shares fall on news of Alibaba-Suning agreement, owner Liu Qiangdong looses $500m ~ 11 Aug 2015 JD.com narrows losses, buys 10% stake in Yonghui Superstores for Rmb4.31b (US$700m) ~ 10 Aug 2015 DairyFarm invests US$210m (add'l 143.5m shares) in China’s Yonghui ~ 10 Aug 2015  Alibaba bets on rural e-Commerce ~ "We don't know when our rural e-commerce operations will become profitable, but there's value in what we're doing, there's consumer demand." ~ 31 July 2015 永辉超市并购不断扩张 再购联华21%股份变身二股东 ~ 20 Apr 2015 China’s e-commerce revolution ~ 13 Mar 2015 澳大利亚成为永辉超市构建全球采购垂直供应链的首选 ~ 29 Nov 2014 DairyFarm to pay Rmb5.69b (US$925m) for China’s Yonghui stake ~ 12 Aug 2014 奶茶到手京东告急 5天损失237亿美元 ~ 14 Aug 2015  
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Post by zuolun on Mar 6, 2016 9:35:53 GMT 7
Fake goods bog down impressive JD.com revenue growth; losses grow ~ 2 Mar 2016 JD.com reported a net loss of US$1.4 billion ~ 2 Mar 2016 JD.com announces fourth quarter and FY2015 results ~ 1 Mar 2016 Temasek pares Alibaba stake while adding rival JD.com ~ 17 Feb 2016 Singapore's Temasek expands China investment with JD.com ~ 15 Aug 2015 In my book, the first chapter is intentionally, Demand & Supply. One must master this to master the stock market. As for FA, we cannot trust this totally. Let's assume that a stock is trading at 30cts and it has cash of $1 with no debt. This will definitely be termed as a "good FA" stock. But, instead of using the cash smartly, management decides to buy grossly overvalued companies with it. As management is usually smart, you have to read in between the lines. Then, instead of having $1 worth of cash, the company ends up with stakes in these overvalued companies and now has a debt of $1 per share. Your 'good FA' stock is now a 'bad FA' stock. At the end of the day, before we can invest based on FA, we have to trust the management. But, how does one assess management in order to know if one can trust them? I don't have the answers to this and hence, I rather invest in top entrepreneurs who are already financially wealthy as I think that their self esteem will be more important to them than just adding a few more millions into their bank accounts. When you are very wealthy, money will mean less and less to you. What is more meaningful is your ability to grow other businesses. These folks will get a high when they successfully build up other businesses. One just have to believe in them and ride the journey with them. oldman, Wheelock Properties falls under this scenario, the management didn't use its huge cash hoard smartly... ~ DairyFarm at 52-week low: DairyFarm’s balance sheet has also deteriorated significantly from a year ago with its net-cash position of US$568m becoming a net-debt position of US$596m. The weakened balance sheet may be for a good cause however as it happened because DairyFarm had bought a 19.99% interest in Yonghui Superstores for Rmb5.69b (US$925m). ~ 12 Aug 2014 In technical analysis, a stock that has made a new low is one that must be treated with caution and to be avoided buying for longterm investment.DairyFarm ~ Trading in a downward sloping channel, interim TP US$4.55DairyFarm closed with a spinning top @ US$6.09 (-0.05, -0.8%) with 160,000 shares done on 4 Mar 2016. Immediate support @ US$5.96, immediate resistance @ US$6.27.  永辉超市 YongHui Superstores (sh601933) closed @ RMB 8.01 (-0.25, -3.03%) on 4 Mar 2016  JD.com closed @ US$26.48 (+0.89, +3.48%) on 4 Mar 2016 
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Post by zuolun on Mar 9, 2016 22:15:35 GMT 7
DairyFarm ~ Trading in a downward sloping channel, interim TP US$4.55DairyFarm closed with a black marubozu @ US$5.85 (-0.10, -1.7%) with 460,000 shares done on 9 Mar 2016. Immediate support @ US$5.76, immediate resistance @ US$5.96.  DairyFarm reports modest FY2015 ~ 9 Mar 2016 Here’s what DairyFarm is doing to turnaround its business ~ 9 Mar 2016 7 quick things investors should learn about DairyFarm ~ 8 Mar 2016 DairyFarm’s latest earnings: Short-term headwinds seen ~ 4 Mar 2016 FY15 below expectations on DairyFarm weakness ~ 4 Mar 2016 架构变动 永辉净利下跌近29% ~ 3 Feb 2016 DairyFarm's net profit slumps 17% to US$424m in 2015 ~ 3 Mar 2016  Alibaba Vs. JD.Com: The battle for China ~ 5 Mar 2016 JD.Com’s buy rating reiterated at Nomura ~ 3 Mar 2016 JD is a gamble on Chinese consumer sentiment ~ 9 Sep 2015 Dairy Farm International kept at 'buy' with $7.03 price targetBy Benjamin Tan March 7, 2016 : 12:49 PM MYT Retailer Dairy Farm International’s FY2015 were within DBS Vickers’ expectations even though overall performance was lacklustre.The broker does not foresee changes to its forecasts. Revenue was supported by North Asia, but this was offset by decline in sales in East Asia (Malaysia, Indonesia, Vietnam and Brunei), dragged by Malaysia’s weak consumption and currency. The broker notes that the firm’s balance sheet is now in net debt position of US$482 million ($662 million) on financing raised for the Yonghui acquisition versus net cash of US$475 million in FY14. The company is expected to continue to invest in new and existing stores, strengthen its brands, improve operations and enhance shopper experience across all formats. These initiatives, DBS Vickers says, will incur costs. That said, investors can take comfort from the US$700 million cash generating capability funded by its suppliers. Dairy Farm’s dividend payout was in line with the 59-69% range between FY09 and FY14. At current valuation of 19x FY16F PE, the broker feels valuations are attractive. It is below Asean grocery retail peers, which are trading at an average of 23-25x. DBS Vickers maintains a “buy” on the stock, with a price target of $7.03 (down from $7.34 previously).
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