Consumer Retailing Singaporean Community
Our community narratives are driven by numbers and valuation.
Consumer Retailing Singaporean Investing Ideas
Digital Ecosystem Integration Will Expand Asia Retailing
Key Takeaways Expansion into digital, health, and convenience segments, alongside operational efficiencies, is enabling margin improvement and stronger growth in core Asian markets. Streamlined operations and divestment of non-core assets are enhancing flexibility for acquisitions and positioning DFI to capitalize on sector consolidation.Read more
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AN
US$3.86
11.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-0.76% p.a.
Profit Margin
5.97%
Future PE
12.36x
Share price in 2028
US$4.8
Digital Competition Will Erode Brick-And-Mortar Margins
Key Takeaways Digital disruption and delayed transformation are eroding market share, weakening sales growth, and making the company vulnerable to evolving consumer expectations. Margin compression from price wars, high fixed costs, and rising sustainability pressures is limiting profitability and increasing operational risk.Read more
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AN
US$2.7
26.2% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-2.54% p.a.
Profit Margin
4.77%
Future PE
11.5x
Share price in 2028
US$3.38
