DFI Retail Group Holdings（DFA1）株式概要DFIリテール・グループ・ホールディングスはその子会社とともに、香港、中国本土、マカオ、台湾、シンガポール、カンボジア、マレーシア、インドネシア、ブルネイで小売業を営んでいる。 詳細DFA1 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績3/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より48.2%で取引されている 収益は年間12.71%増加すると予測されています 今年は黒字化を達成 アナリストらは、株価が38.6%上昇するだろうとほぼ一致している。 リスク分析不安定な配当実績 すべてのリスクチェックを見るDFA1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€3.1430.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-244m12b2016201920222025202620282031Revenue US$9.2bEarnings US$242.6mAdvancedSet Fair ValueView all narrativesDFI Retail Group Holdings Limited 競合他社Hawesko HoldingSymbol: XTRA:HAWMarket cap: €158.6mWASGAU Produktions & HandelsSymbol: DB:MSHMarket cap: €59.1mGrupo Comercial Chedraui. deSymbol: BMV:CHDRAUI BMarket cap: Mex$87.0bColruyt GroupSymbol: ENXTBR:COLRMarket cap: €4.3b価格と性能株価の高値、安値、推移の概要DFI Retail Group Holdings過去の株価現在の株価US$3.1452週高値US$4.1452週安値US$2.24ベータ0.461ヶ月の変化-5.42%3ヶ月変化-13.74%1年変化37.72%3年間の変化26.61%5年間の変化-11.30%IPOからの変化365.32%最新ニュースお知らせ • May 22DFI Retail Group Holdings Limited Announces Changes To The Composition Of Board CommitteesDFI Retail Group Holdings Limited announced the following changes to the composition of the committees of the board of directors. With effect from May 8, 2026, Christian Nothhaft has stepped down as a member of the Remuneration Committee and Nominations Committee. With effect from May 20, 2026, Irene Liu and Dave Cheesewright have been appointed as members of both the Remuneration Committee and Nominations Committee, while Raymond Co has stepped down as a member of the Remuneration Committee and Nominations Committee. In addition, Dave Cheesewright has stepped down as a member of the Audit Committee with effect from May 20, 2026.Board Change • May 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Non-Executive Director Weiwei Chen is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Achal Agarwal was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • May 02DFI Retail Group Holdings Limited Provides Final Dividend Guidance for 2025, Payable on May 13, 2026DFI Retail Group Holdings Limited provided final dividend guidance for 2025. For the year, the dividend will be paid on 13 May 2026, subject to approval at the Company's annual general meeting scheduled to be held on 7 May 2026. 2025 final dividend per share: US cents 10.50. GBP equivalent: 7.7711 pence.お知らせ • Mar 24+ 1 more updateDFI Retail Group Holdings Limited to Report First Half, 2026 Results on Jul 28, 2026DFI Retail Group Holdings Limited announced that they will report first half, 2026 results on Jul 28, 2026お知らせ • Mar 05DFI Retail Group Holdings Limited Announces Change of Company Secretary, Effective April 1, 2026DFI Retail Group Holdings Limited announced that Erica Chan has been appointed as Company Secretary, with effect from April 1, 2026, succeeding Sean Ward. Sean Ward served as Company Secretary of DFI Retail Group Holdings Limited.お知らせ • Mar 04DFI Retail Group Holdings Limited, Annual General Meeting, May 07, 2026DFI Retail Group Holdings Limited, Annual General Meeting, May 07, 2026.最新情報をもっと見るRecent updatesお知らせ • May 22DFI Retail Group Holdings Limited Announces Changes To The Composition Of Board CommitteesDFI Retail Group Holdings Limited announced the following changes to the composition of the committees of the board of directors. With effect from May 8, 2026, Christian Nothhaft has stepped down as a member of the Remuneration Committee and Nominations Committee. With effect from May 20, 2026, Irene Liu and Dave Cheesewright have been appointed as members of both the Remuneration Committee and Nominations Committee, while Raymond Co has stepped down as a member of the Remuneration Committee and Nominations Committee. In addition, Dave Cheesewright has stepped down as a member of the Audit Committee with effect from May 20, 2026.Board Change • May 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Non-Executive Director Weiwei Chen is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Achal Agarwal was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • May 02DFI Retail Group Holdings Limited Provides Final Dividend Guidance for 2025, Payable on May 13, 2026DFI Retail Group Holdings Limited provided final dividend guidance for 2025. For the year, the dividend will be paid on 13 May 2026, subject to approval at the Company's annual general meeting scheduled to be held on 7 May 2026. 2025 final dividend per share: US cents 10.50. GBP equivalent: 7.7711 pence.お知らせ • Mar 24+ 1 more updateDFI Retail Group Holdings Limited to Report First Half, 2026 Results on Jul 28, 2026DFI Retail Group Holdings Limited announced that they will report first half, 2026 results on Jul 28, 2026お知らせ • Mar 05DFI Retail Group Holdings Limited Announces Change of Company Secretary, Effective April 1, 2026DFI Retail Group Holdings Limited announced that Erica Chan has been appointed as Company Secretary, with effect from April 1, 2026, succeeding Sean Ward. Sean Ward served as Company Secretary of DFI Retail Group Holdings Limited.お知らせ • Mar 04DFI Retail Group Holdings Limited, Annual General Meeting, May 07, 2026DFI Retail Group Holdings Limited, Annual General Meeting, May 07, 2026.お知らせ • Feb 24DFI Retail Group Holdings Limited Announces the Appointment of Achal Agarwal as Independent Non-Executive Director and Member of Audit Committee, Effective 2 March 2026DFI Retail Group Holdings Limited announced the appointment of Achal Agarwal to its Board as an Independent Non-Executive Director, effective 2 March 2026. Achal will also join the Audit Committee with effect from the same date. Achal is a seasoned global business leader with over 40 years of experience in multinational consumer goods and corporate transformation. He has held senior executive positions at Kimberly-Clark Corporation, including President of Asia Pacific, and Global Chief Strategy & Transformation Officer. He previously led major business units for PepsiCo across Greater China and India. Achal also brings extensive board and advisory experience. He currently serves as an independent non-executive director of Amcor PLC and as chair of AVPN. Achal was also a non-executive director of SATS Ltd. and chairman of World Wide Fund for Nature (WWF), Singapore. He acted as a Luminary Senior Advisor to Accenture, and serves on the Sustainability Advisory Panel of Sentosa. His deep regional expertise, strategic insight, and strong track record in transformation and governance make him a highly valuable addition to the Board. Achal holds a bachelor's degree (Hons) in History and an MBA in Management Studies, both from the University of Delhi, as well as an Advanced Management Programme certification from The Wharton School, University of Pennsylvania. Achal Agarwal has held directorship in the following listed companies in the past five years: SATS Limited, Non-executive Director-Resigned in July 2025; and Amcor Plc, Non-executive Director-Since November 2021.お知らせ • Feb 06DFI Retail Group Holdings Limited to Report Fiscal Year 2025 Results on Mar 03, 2026DFI Retail Group Holdings Limited announced that they will report fiscal year 2025 results After-Market on Mar 03, 2026お知らせ • Nov 01DFI Retail Group Holdings Limited Announces Board and Committee Changes, effective from 1 November 2025DFI Retail Group Holdings Limited announced the following changes to the Board, with effect from 1 November 2025: Lincoln Pan will be appointed as Chair of the Company's Board, as well as Chair of the Remuneration and Nominations Committees. Lincoln will succeed John Witt, who will step down as Chair and as a member of the Board and its committees. Lincoln was previously at PAG, the largest fully diversified alternative investment business in the Asia Pacific region, where he was a Partner and co-head of Private Equity and a member of the Group Executive Committee. Prior to that, he held the role of Chief Executive Officer, Greater China at Willis Towers Watson, served in executive roles at Advantage Partners and GE Capital, and worked at McKinsey & Company. In connection with the above Board appointment, Lincoln has held directorships in the following listed companies in the past five years: Cushman & Wakefield as Non-executive Director,Resigned March 2024,Regional Express Holdings Limited as Non-executive Director, Resigned May 2025.お知らせ • May 02DFI Retail Group Holdings Limited Proposes Final Dividend for 2024, Payable on 14 May 2025DFI Retail Group Holdings Limited announced final dividend for 2024 of 7.00 US cents per share or GBP equivalent: 5.2204 pence per share. The dividend will be paid on 14 May 2025, subject to approval at the Annual General Meeting.お知らせ • Mar 25MACROVALUE SDN. BHD. entered into an agreement to acquire Cold Storage Singapore (1983) Pte Ltd from DFI Retail Group Holdings Limited (SGX:D01) for approximately SGD 130 million.MACROVALUE SDN. BHD. entered into an agreement to acquire Cold Storage Singapore (1983) Pte Ltd from DFI Retail Group Holdings Limited (SGX:D01) for approximately SGD 130 million on March 24, 2025. A cash consideration of SGD 125 million will be paid by MACROVALUE SDN. BHD. As part of consideration, SGD 125 million is paid towards common equity of Cold Storage Singapore (1983) Pte Ltd. The initial purchase price for the transaction is subject to adjustments. The transaction is also subject to customary closing conditions and is expected to complete in the second half of 2025.お知らせ • Mar 12DFI Retail Group Holdings Limited to Report First Half, 2025 Results on Jul 24, 2025DFI Retail Group Holdings Limited announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Mar 10+ 2 more updatesDFI Retail Group Holdings Limited, Annual General Meeting, May 02, 2025DFI Retail Group Holdings Limited, Annual General Meeting, May 02, 2025.お知らせ • Feb 22DFI Retail Group Holdings Limited to Report Fiscal Year 2024 Results on Mar 10, 2025DFI Retail Group Holdings Limited announced that they will report fiscal year 2024 results After-Market on Mar 10, 2025お知らせ • Feb 11DFI Retail Group Appoints Yoep Man as CEO of 7-ElevenDFI Retail Group Holdings Limited appointed Yoep Man as CEO of 7-Eleven operations for four key Asia Pacific (APAC) markets: South China, Hong Kong, Macau and Singapore. DFI Retail Group, which operates the convenience chain in these regions, has a network of nearly 3,000 stores. Man will drive strategic direction and enhance the operational performance of 7-Eleven's convenience retail business within these regions, with a focus on innovation and customer-centric growth. In addition to his CEO role, he will also become a member of the group's management committee, contributing to the overall leadership and strategic decisions of the organisation. DFI Retail Group CEO Scott Price stated: "We are pleased to appoint Yoep as CEO of 7-Eleven for South China, Hong Kong, Macau and Singapore. "His appointment aligns perfectly with customer-first approach, given his proven ability to enhance customer experiences and drive innovation. Yoep's success in leading food business in Singapore, coupled with his deep understanding of the Asian retail landscape, positions him well to accelerate 7-Eleven's growth. His expertise in digital transformation and operational excellence will be crucial in evolving convenience retail offerings to meet and exceed customer expectations across these key markets.お知らせ • Feb 06DFI Retail Group Holdings Limited Announces Directorate Change, Effective 17 February 2025DFI Retail Group Holdings Limited announced the appointment of Elaine Chang to its Board as an Independent Non-Executive Director, effective 17 February 2025. Elaine Chang is an accomplished global leader with 30 years of experience across the United States and Greater China, spanning industries such as semiconductors, hardware devices, digital content, e-commerce, cloud computing, and artificial intelligence. She recently served as Corporate Vice President, Generative AI and Machine Learning Go-to-Market, at Amazon Web Services (AWS). During her tenure at AWS Greater China from 2019 to 2023, Elaine led the business through a period of significant growth, tripling revenue and establishing AWS as a key enabler of digital transformation for local and international companies. Prior to that, she held senior leadership roles at Amazon, including President of Amazon China and Country Manager of Kindle China, where she spearheaded transformative initiatives that enhanced Amazon's cross-border e-commerce offerings and digital publishing ecosystem. The Group announced that Ben Keswick will be stepping down from the Board, effective 17 February 2025,to focus on other priorities within the Jardine business. As a Director and previously as Chairman of the Board, Ben has been a valued leader and has played an integral role in guiding DFI's strategy and growth for many years.お知らせ • Dec 10DFI Retail Group Holdings Limited Announces Company Secretary ChangesDFI Retail Group Holdings Limited (the Company) announced that Sean Ward be appointed as company secretary, with effect from 10 December 2024, succeeding Jonathan Lloyd.New Risk • Oct 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (7.5% average weekly change).Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.89, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 27% over the past three years.Upcoming Dividend • Aug 18Upcoming dividend of US$0.035 per shareEligible shareholders must have bought the stock before 22 August 2024. Payment date: 16 October 2024. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.0%).Reported Earnings • Aug 05First half 2024 earnings released: EPS: US$0.071 (vs US$0.006 in 1H 2023)First half 2024 results: EPS: US$0.071 (up from US$0.006 in 1H 2023). Revenue: US$4.40b (down 3.7% from 1H 2023). Net income: US$95.1m (up US$86.9m from 1H 2023). Profit margin: 2.2% (up from 0.2% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Declared Dividend • Aug 04First half dividend of US$0.035 announcedShareholders will receive a dividend of US$0.035. Ex-date: 22nd August 2024 Payment date: 16th October 2024 Dividend yield will be 5.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (90.4% earnings payout ratio). However, it is well covered by cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share is expected to grow by 106% over the next 3 years, which should maintain adequate earnings cover for the dividend.お知らせ • Jul 16DFI Retail Group Holdings Limited Announces Board Changes, Effective July 22, 2024DFI Retail Group Holdings Limited announced the following changes to the Board, with effect from 22 July 2024: John Witt will be appointed as Chair of the Board of the Company. He will succeed Ben Keswick who will step down as Chair. John will be appointed as Chair of its Remuneration and Nominations Committees while Ben will step down from the same Committees. Ben will remain as a Non-Executive Director of the Company. At the same time, Graham Baker will join the Board of the Company as a Non-Executive Director and will step down from the Remuneration Committee, while Adam Keswick will step down as a Non-Executive Director of the Company and from the Nominations Committee. Christian Nothhaft, an Independent Non-Executive Director of the Company, will be appointed as a member of the Company's Remuneration and Nominations Committees. Graham Baker joined the Board of Jardine Matheson HoldingsLimitedas Group Finance Director in 2020. He was an Executive Director and Chief Financial Officer of Smith+Nephew in the United Kingdom from 2017 to 2020 and prior to that, worked for 20 years for AstraZeneca PLC in a range of finance roles.お知らせ • Jun 29+ 1 more updateDFI Retail Group Holdings Limited Announces CFO Changes, Effective 1 October 2024DFI Retail Group Holdings Limited announced the appointment of Tom van der Lee as Group Chief Financial Officer of the Company, with effect from 1 October 2024, succeeding Clem Constantine, who is retiring. Tom joined DFI in January 2016 and has held a range of senior financial roles within the organisation over the past eight years, including Finance Director, Singapore, Finance Director for South East Asia, and DFI Group - Finance Director. Tom brings over 20 years of experience in Asia, and his extensive regional experience provides him with a unique perspective and deep understanding of the diverse markets in which DFI operates. Prior to joining DFI, Tom worked for FrieslandCampina. Clem Constantine joined DFI in 2018 as Group Property Director, and in 2019, he also took on the role of Group Chief Financial Officer. Clem has been instrumental in shaping the financial and strategic landscape of the organisation, overseeing improvements in financial performance and playing a pivotal role in defining and executing DFI's long-term strategic initiatives, driving sustained growth and value creation. Clem will retire from his role as Group Chief Financial Officer on 1 October 2024 but will continue to support the company in an advisory capacity until 31 March 2025, ensuring a smooth transition and continuity of leadership. Tom van der Lee has held a directorship in the following listed company in the past five years: PT Hero Supermarket Tbk.お知らせ • May 03DFI Retail Group Holdings Limited Proposes 2023 Final Dividend, Payable on 15 May 2024DFI Retail Group Holdings Limited announced 2023 final dividend of 5.00 US cents per share or GBP equivalent: 3.9919 pence per share. The dividend will be paid on 15th May 2024, subject to approval at the Annual General Meeting.Reported Earnings • Apr 11Full year 2023 earnings released: EPS: US$0.024 (vs US$0.085 loss in FY 2022)Full year 2023 results: EPS: US$0.024 (up from US$0.085 loss in FY 2022). Revenue: US$9.17b (flat on FY 2022). Net income: US$32.2m (up US$146.8m from FY 2022). Profit margin: 0.4% (up from net loss in FY 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Apr 10DFI Retail Group Holdings Limited to Report First Half, 2024 Results on Aug 01, 2024DFI Retail Group Holdings Limited announced that they will report first half, 2024 results on Aug 01, 2024Upcoming Dividend • Mar 14Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 15 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (4.1%).New Risk • Mar 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 42% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Dividend is not well covered by earnings (334% payout ratio). Large one-off items impacting financial results.お知らせ • Mar 08DFI Retail Group Holdings Limited, Annual General Meeting, May 08, 2024DFI Retail Group Holdings Limited, Annual General Meeting, May 08, 2024.Reported Earnings • Mar 08Full year 2023 earnings released: EPS: US$0.024 (vs US$0.085 loss in FY 2022)Full year 2023 results: EPS: US$0.024 (up from US$0.085 loss in FY 2022). Revenue: US$9.17b (flat on FY 2022). Net income: US$32.2m (up US$146.8m from FY 2022). Profit margin: 0.4% (up from net loss in FY 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Feb 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €1.82. The fair value is estimated to be €2.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Feb 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to €1.81. The fair value is estimated to be €2.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Meanwhile, the company became loss making.Board Change • Feb 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Dave Cheesewright was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Jan 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €1.77. The fair value is estimated to be €2.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Dec 05DFI Retail Group Holdings Limited Announces Change in Composition of Audit Committee, Effective January 31, 2024DFI Retail Group Holdings Limited announced that Weiwei Chan, an Independent Non-Executive Director of the Company, is appointed as the Chair of the Audit Committee of the Company in place of Anthony Nightingale with effect from 31st January 2024.お知らせ • Nov 25Anthony Nightingale Resigns from the Board and the Audit Committee of DFI Retail Group Holdings LimitedDFI Retail Group Holdings Limited announces that Anthony Nightingale will step down from the Board and the Audit Committee of the Company, in each case, with effect from 31st January 2024, and would like to thank him for his contribution to the Company during his tenure.お知らせ • Nov 21Peter Koh Pang An and his wife acquired Jelita Shopping Centre from DFI Retail Group Holdings Limited (SGX:D01) for SGD 91.68 million.Peter Koh Pang An and his wife acquired Jelita Shopping Centre from DFI Retail Group Holdings Limited (SGX:D01) for SGD 91.68 million on November 19, 2023. JLL, as the exclusive advisor to DFI Retail Group went to the market with it on June 5, 2023 at a guide price of SGD 85 million. Peter Koh Pang An and his wife completed the acquisition of Jelita Shopping Centre from DFI Retail Group Holdings Limited (SGX:D01) on November 19, 2023.お知らせ • Sep 28DFI Retail Group Holdings Limited Declares 2023 Interim Dividend, Payable on October 11, 2023DFI Retail Group Holdings Limited announced 2023 interim dividend of 3.00 US cent per share will be payable on 11th October 2023. GBP equivalent: 2.4686 pence.お知らせ • Sep 09DFI Retail Group Holdings Limited Announces the Appointment of Dave Cheesewright as Member of the Audit CommitteeDFI Retail Group Holdings Limited announced that Dave Cheesewright, an Independent Non-Executive Director of the Company, has been appointed as a member of the Audit Committee of the Company with effect from 8 September 2023.Upcoming Dividend • Aug 10Upcoming dividend of US$0.03 per share at 1.9% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 11 October 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%).New Risk • Aug 01New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 1.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risk Paying a dividend despite being loss-making.Reported Earnings • Jul 30First half 2023 earnings released: EPS: US$0.006 (vs US$0.043 loss in 1H 2022)First half 2023 results: EPS: US$0.006 (up from US$0.043 loss in 1H 2022). Revenue: US$4.57b (flat on 1H 2022). Net income: US$8.20m (up US$65.8m from 1H 2022). Profit margin: 0.2% (up from net loss in 1H 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • Jul 29DFI Retail Group Holdings Limited Declares Interim Dividend, Payable on October 11, 2023DFI Retail Group Holdings Limited announced interim dividend of 3.00 US cent per share will be payable on 11th October 2023 to shareholders on the register of members at the close of business on 18th August 2023. The shares will be quoted ex-dividend on 17th August 2023, and the share registers will be closed from 21st to 25th August 2023, inclusive.Reported Earnings • Apr 08Full year 2022 earnings released: US$0.085 loss per share (vs US$0.076 profit in FY 2021)Full year 2022 results: US$0.085 loss per share (down from US$0.076 profit in FY 2021). Revenue: US$9.17b (flat on FY 2021). Net loss: US$114.6m (down 211% from profit in FY 2021). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 09Upcoming dividend of US$0.02 per share at 1.0% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 10 May 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.9%).Reported Earnings • Mar 03Full year 2022 earnings released: US$0.085 loss per share (vs US$0.076 profit in FY 2021)Full year 2022 results: US$0.085 loss per share (down from US$0.076 profit in FY 2021). Revenue: US$9.17b (up 1.8% from FY 2021). Net loss: US$114.6m (down 211% from profit in FY 2021). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Non-Executive Director Christian Nothhaft was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 29DFI Retail Group Holdings Limited Announces Dividend Declaration, Payable on 12 October 2022DFI RETAIL GROUP HOLDINGS LIMITED announced 2022 interim dividend of the above Company. The dividend will be paid on 12th October 2022. 2022 interim dividend per share: USD cent 1.00. GBP equivalent: 0.9366 penny.Upcoming Dividend • Aug 11Upcoming dividend of US$0.01 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 12 October 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.3%).Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$16.7m from profit in 1H 2021). Profit margin: (down from 0.4% in 1H 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 7.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Non-Executive Director Christian Nothhaft was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 09Full year 2021 earnings released: EPS: US$0.076 (vs US$0.20 in FY 2020)Full year 2021 results: EPS: US$0.076 (down from US$0.20 in FY 2020). Revenue: US$9.02b (down 12% from FY 2020). Net income: US$102.9m (down 62% from FY 2020). Profit margin: 1.1% (down from 2.6% in FY 2020). Over the next year, revenue is forecast to grow 5.5%, compared to a 7.7% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 10Upcoming dividend of US$0.065 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 11 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.5%). In line with average of industry peers (3.8%).お知らせ • Mar 06Dairy Farm International Holdings Limited, Annual General Meeting, May 05, 2022Dairy Farm International Holdings Limited, Annual General Meeting, May 05, 2022. Agenda: To consider a final dividend.お知らせ • Mar 05Dairy Farm International Holdings Limited Recommends Final Dividend for 2021, Payable on May 11, 2022The Board of Dairy Farm International Holdings Limited is recommending a final dividend of 6.50 US Cents per share, giving a total dividend of 9.50 US cents per share for the year, a 42% reduction compared to 2020. The final dividend will be payable on 11 May 2022, subject to approval at the Annual General Meeting to be held on 5 May 2022, to shareholders on the register of members at the close of business on 18 March 2022. The shares will be quoted ex-dividend on 17 March 2022, and the share registers will be closed from 21 to 25 March 2022, inclusive.Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$0.076 (down from US$0.20 in FY 2020). Revenue: US$9.02b (down 12% from FY 2020). Net income: US$102.9m (down 62% from FY 2020). Profit margin: 1.1% (down from 2.6% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 24%, compared to a 8.3% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.Executive Departure • Dec 02Non Executive Director Yiu Kai Pang has left the companyOn the 30th of November, Yiu Kai Pang's tenure as Non Executive Director ended after 5.3 years in the role. We don't have any record of a personal shareholding under Yiu Kai's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.Executive Departure • Dec 02Independent Non Executive Director Delman Lee has left the companyOn the 30th of November, Delman Lee's tenure as Independent Non Executive Director ended after 3.6 years in the role. We don't have any record of a personal shareholding under Delman's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.Executive Departure • Dec 02Independent Non Executive Director Clive Schlee has left the companyOn the 30th of November, Clive Schlee's tenure as Independent Non Executive Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under Clive's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.Executive Departure • Dec 02Non Executive Director Edward Percy Keswick Weatherall has left the companyOn the 30th of November, Edward Percy Keswick Weatherall's tenure as Non Executive Director ended. As of September 2021, Edward Percy Keswick still personally held 200.00k shares (€580k worth at the time). A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.Executive Departure • Dec 02Non Executive Director George Joseph Ho has left the companyOn the 30th of November, George Joseph Ho's tenure as Non Executive Director ended. We don't have any record of a personal shareholding under George Joseph's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.Upcoming Dividend • Aug 12Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 13 October 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.7%).Reported Earnings • Aug 02First half 2021 earnings released: EPS US$0.012 (vs US$0.085 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: US$4.54b (down 13% from 1H 2020). Net income: US$16.7m (down 86% from 1H 2020). Profit margin: 0.4% (down from 2.2% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 11Full year 2020 earnings released: EPS US$0.20 (vs US$0.24 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$10.3b (down 8.3% from FY 2019). Net income: US$271.0m (down 16% from FY 2019). Profit margin: 2.6% (down from 2.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Mar 18Upcoming Dividend of US$0.12 Per ShareWill be paid on the 12th of May to those who are registered shareholders by the 25th of March. The trailing yield of 3.8% is in the top quartile of German dividend payers (3.3%), and it is in line with industry peers (4.1%).Reported Earnings • Mar 13Full year 2020 earnings released: EPS US$0.20 (vs US$0.24 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$10.3b (down 8.3% from FY 2019). Net income: US$271.0m (down 16% from FY 2019). Profit margin: 2.6% (down from 2.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 4.8%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.お知らせ • Mar 12+ 1 more updateDairy Farm International Holdings Limited Recommends Final Dividend, Payable on May 12, 2021Dairy Farm International Holdings Limited announced that the final dividend of US cents 11.50 per share will be payable on 12 May 2021, subject to approval at the Annual General Meeting to be held on 5 May 2021, to shareholders on the register of members at the close of business on 26 March 2021.Is New 90 Day High Low • Mar 08New 90-day high: €3.92The company is up 19% from its price of €3.30 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.44 per share.お知らせ • Dec 04Jeremy Glyn Parr Steps Down from the Board of Dairy Farm International Holdings LimitedDairy Farm International Holdings Limited announced that Jeremy Glyn Parr stepped down from the Board of the Company on 3 December 2020.Is New 90 Day High Low • Nov 11New 90-day high: €3.86The company is up 13% from its price of €3.42 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.69 per share.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 18% share price gain to US$3.86, the stock is trading at a trailing P/E ratio of 23.9x, up from the previous P/E ratio of 20.3x. This compares to an average P/E of 21x in the Consumer Retailing industry in Europe. Total return to shareholders over the past three years is a loss of 37%.お知らせ • Oct 29Mark Spencer Greenberg to Step Down from the Board of Dairy Farm International Holdings Limited, Effective December 31, 2020Dairy Farm International Holdings Limited announced that Mr. Mark Spencer Greenberg will step down from the Board of the Company with effect from December 31, 2020.Is New 90 Day High Low • Oct 22New 90-day low: €3.10The company is down 11% from its price of €3.50 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.51 per share.Recent Insider Transactions • Sep 18Insider recently bought €320k worth of stockOn the 16th of September, George Ho bought around 100k shares on-market at roughly €3.20 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.0m more in shares than they have sold in the last 12 months.株主還元DFA1DE Consumer RetailingDE 市場7D1.3%-0.8%-1.7%1Y37.7%-10.3%-0.6%株主還元を見る業界別リターン: DFA1過去 1 年間で-10.3 % の収益を上げたGerman Consumer Retailing業界を上回りました。リターン対市場: DFA1過去 1 年間で-0.6 % の収益を上げたGerman市場を上回りました。価格変動Is DFA1's price volatile compared to industry and market?DFA1 volatilityDFA1 Average Weekly Movement4.7%Consumer Retailing Industry Average Movement5.3%Market Average Movement5.7%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.8%安定した株価: DFA1 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DFA1の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト188679,000Scott Anthony Pricewww.dfiretailgroup.comDFIリテール・グループ・ホールディングスは子会社とともに、香港、中国本土、マカオ、台湾、シンガポール、カンボジア、マレーシア、インドネシア、ブルネイで小売業を営む。食品、コンビニエンス、ヘルス＆ビューティー、ホームファニシング、レストラン、その他小売の各セグメントで事業を展開している。健康・美容関連店舗はマニングス、ガーディアンのブランドで、コンビニエンスストアはセブンイレブンのブランドで、食品・食料品店はウェルカム、マーケットプレイス、コールドストレージ、CSフレッシュ、ジャイアント、オリバーズ、3hreesixty、サンミュー、ラッキーのブランドで、ホームファニシングストアはイケアのブランドで、レストランはマキシムのブランドで、デパート、専門店、DIY店はロビンソンのブランドで運営している。また、不動産、食品加工、カスタマー・ロイヤルティ・プログラム・サービスも行っている。前身はデイリーファーム・インターナショナル・ホールディングス・リミテッドで、2022年5月にDFIリテールグループ・ホールディングス・リミテッドに社名変更した。同社は1886年に設立され、香港のクオリーベイに拠点を置く。DFIリテール・グループ・ホールディングスはジャーディン・ストラテジック・リミテッドの子会社。もっと見るDFI Retail Group Holdings Limited 基礎のまとめDFI Retail Group Holdings の収益と売上を時価総額と比較するとどうか。DFA1 基礎統計学時価総額€4.39b収益（TTM）€206.09m売上高(TTM)€7.79b21.3xPER（株価収益率0.6xP/SレシオDFA1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DFA1 損益計算書（TTM）収益US$8.87b売上原価US$5.61b売上総利益US$3.26bその他の費用US$3.02b収益US$234.70m直近の収益報告Dec 31, 2025次回決算日Jul 28, 2026一株当たり利益（EPS）0.17グロス・マージン36.70%純利益率2.65%有利子負債／自己資本比率33.5%DFA1 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.8%現在の配当利回り80%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/28 21:57終値2026/06/26 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋DFI Retail Group Holdings Limited 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Meghana KandeCGS InternationalYuxin ZhangChina International Capital Corporation LimitedBrian ChoCitigroup Inc13 その他のアナリストを表示
お知らせ • May 22DFI Retail Group Holdings Limited Announces Changes To The Composition Of Board CommitteesDFI Retail Group Holdings Limited announced the following changes to the composition of the committees of the board of directors. With effect from May 8, 2026, Christian Nothhaft has stepped down as a member of the Remuneration Committee and Nominations Committee. With effect from May 20, 2026, Irene Liu and Dave Cheesewright have been appointed as members of both the Remuneration Committee and Nominations Committee, while Raymond Co has stepped down as a member of the Remuneration Committee and Nominations Committee. In addition, Dave Cheesewright has stepped down as a member of the Audit Committee with effect from May 20, 2026.
Board Change • May 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Non-Executive Director Weiwei Chen is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Achal Agarwal was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • May 02DFI Retail Group Holdings Limited Provides Final Dividend Guidance for 2025, Payable on May 13, 2026DFI Retail Group Holdings Limited provided final dividend guidance for 2025. For the year, the dividend will be paid on 13 May 2026, subject to approval at the Company's annual general meeting scheduled to be held on 7 May 2026. 2025 final dividend per share: US cents 10.50. GBP equivalent: 7.7711 pence.
お知らせ • Mar 24+ 1 more updateDFI Retail Group Holdings Limited to Report First Half, 2026 Results on Jul 28, 2026DFI Retail Group Holdings Limited announced that they will report first half, 2026 results on Jul 28, 2026
お知らせ • Mar 05DFI Retail Group Holdings Limited Announces Change of Company Secretary, Effective April 1, 2026DFI Retail Group Holdings Limited announced that Erica Chan has been appointed as Company Secretary, with effect from April 1, 2026, succeeding Sean Ward. Sean Ward served as Company Secretary of DFI Retail Group Holdings Limited.
お知らせ • Mar 04DFI Retail Group Holdings Limited, Annual General Meeting, May 07, 2026DFI Retail Group Holdings Limited, Annual General Meeting, May 07, 2026.
お知らせ • May 22DFI Retail Group Holdings Limited Announces Changes To The Composition Of Board CommitteesDFI Retail Group Holdings Limited announced the following changes to the composition of the committees of the board of directors. With effect from May 8, 2026, Christian Nothhaft has stepped down as a member of the Remuneration Committee and Nominations Committee. With effect from May 20, 2026, Irene Liu and Dave Cheesewright have been appointed as members of both the Remuneration Committee and Nominations Committee, while Raymond Co has stepped down as a member of the Remuneration Committee and Nominations Committee. In addition, Dave Cheesewright has stepped down as a member of the Audit Committee with effect from May 20, 2026.
Board Change • May 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Independent Non-Executive Director Weiwei Chen is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Achal Agarwal was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • May 02DFI Retail Group Holdings Limited Provides Final Dividend Guidance for 2025, Payable on May 13, 2026DFI Retail Group Holdings Limited provided final dividend guidance for 2025. For the year, the dividend will be paid on 13 May 2026, subject to approval at the Company's annual general meeting scheduled to be held on 7 May 2026. 2025 final dividend per share: US cents 10.50. GBP equivalent: 7.7711 pence.
お知らせ • Mar 24+ 1 more updateDFI Retail Group Holdings Limited to Report First Half, 2026 Results on Jul 28, 2026DFI Retail Group Holdings Limited announced that they will report first half, 2026 results on Jul 28, 2026
お知らせ • Mar 05DFI Retail Group Holdings Limited Announces Change of Company Secretary, Effective April 1, 2026DFI Retail Group Holdings Limited announced that Erica Chan has been appointed as Company Secretary, with effect from April 1, 2026, succeeding Sean Ward. Sean Ward served as Company Secretary of DFI Retail Group Holdings Limited.
お知らせ • Mar 04DFI Retail Group Holdings Limited, Annual General Meeting, May 07, 2026DFI Retail Group Holdings Limited, Annual General Meeting, May 07, 2026.
お知らせ • Feb 24DFI Retail Group Holdings Limited Announces the Appointment of Achal Agarwal as Independent Non-Executive Director and Member of Audit Committee, Effective 2 March 2026DFI Retail Group Holdings Limited announced the appointment of Achal Agarwal to its Board as an Independent Non-Executive Director, effective 2 March 2026. Achal will also join the Audit Committee with effect from the same date. Achal is a seasoned global business leader with over 40 years of experience in multinational consumer goods and corporate transformation. He has held senior executive positions at Kimberly-Clark Corporation, including President of Asia Pacific, and Global Chief Strategy & Transformation Officer. He previously led major business units for PepsiCo across Greater China and India. Achal also brings extensive board and advisory experience. He currently serves as an independent non-executive director of Amcor PLC and as chair of AVPN. Achal was also a non-executive director of SATS Ltd. and chairman of World Wide Fund for Nature (WWF), Singapore. He acted as a Luminary Senior Advisor to Accenture, and serves on the Sustainability Advisory Panel of Sentosa. His deep regional expertise, strategic insight, and strong track record in transformation and governance make him a highly valuable addition to the Board. Achal holds a bachelor's degree (Hons) in History and an MBA in Management Studies, both from the University of Delhi, as well as an Advanced Management Programme certification from The Wharton School, University of Pennsylvania. Achal Agarwal has held directorship in the following listed companies in the past five years: SATS Limited, Non-executive Director-Resigned in July 2025; and Amcor Plc, Non-executive Director-Since November 2021.
お知らせ • Feb 06DFI Retail Group Holdings Limited to Report Fiscal Year 2025 Results on Mar 03, 2026DFI Retail Group Holdings Limited announced that they will report fiscal year 2025 results After-Market on Mar 03, 2026
お知らせ • Nov 01DFI Retail Group Holdings Limited Announces Board and Committee Changes, effective from 1 November 2025DFI Retail Group Holdings Limited announced the following changes to the Board, with effect from 1 November 2025: Lincoln Pan will be appointed as Chair of the Company's Board, as well as Chair of the Remuneration and Nominations Committees. Lincoln will succeed John Witt, who will step down as Chair and as a member of the Board and its committees. Lincoln was previously at PAG, the largest fully diversified alternative investment business in the Asia Pacific region, where he was a Partner and co-head of Private Equity and a member of the Group Executive Committee. Prior to that, he held the role of Chief Executive Officer, Greater China at Willis Towers Watson, served in executive roles at Advantage Partners and GE Capital, and worked at McKinsey & Company. In connection with the above Board appointment, Lincoln has held directorships in the following listed companies in the past five years: Cushman & Wakefield as Non-executive Director,Resigned March 2024,Regional Express Holdings Limited as Non-executive Director, Resigned May 2025.
お知らせ • May 02DFI Retail Group Holdings Limited Proposes Final Dividend for 2024, Payable on 14 May 2025DFI Retail Group Holdings Limited announced final dividend for 2024 of 7.00 US cents per share or GBP equivalent: 5.2204 pence per share. The dividend will be paid on 14 May 2025, subject to approval at the Annual General Meeting.
お知らせ • Mar 25MACROVALUE SDN. BHD. entered into an agreement to acquire Cold Storage Singapore (1983) Pte Ltd from DFI Retail Group Holdings Limited (SGX:D01) for approximately SGD 130 million.MACROVALUE SDN. BHD. entered into an agreement to acquire Cold Storage Singapore (1983) Pte Ltd from DFI Retail Group Holdings Limited (SGX:D01) for approximately SGD 130 million on March 24, 2025. A cash consideration of SGD 125 million will be paid by MACROVALUE SDN. BHD. As part of consideration, SGD 125 million is paid towards common equity of Cold Storage Singapore (1983) Pte Ltd. The initial purchase price for the transaction is subject to adjustments. The transaction is also subject to customary closing conditions and is expected to complete in the second half of 2025.
お知らせ • Mar 12DFI Retail Group Holdings Limited to Report First Half, 2025 Results on Jul 24, 2025DFI Retail Group Holdings Limited announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Mar 10+ 2 more updatesDFI Retail Group Holdings Limited, Annual General Meeting, May 02, 2025DFI Retail Group Holdings Limited, Annual General Meeting, May 02, 2025.
お知らせ • Feb 22DFI Retail Group Holdings Limited to Report Fiscal Year 2024 Results on Mar 10, 2025DFI Retail Group Holdings Limited announced that they will report fiscal year 2024 results After-Market on Mar 10, 2025
お知らせ • Feb 11DFI Retail Group Appoints Yoep Man as CEO of 7-ElevenDFI Retail Group Holdings Limited appointed Yoep Man as CEO of 7-Eleven operations for four key Asia Pacific (APAC) markets: South China, Hong Kong, Macau and Singapore. DFI Retail Group, which operates the convenience chain in these regions, has a network of nearly 3,000 stores. Man will drive strategic direction and enhance the operational performance of 7-Eleven's convenience retail business within these regions, with a focus on innovation and customer-centric growth. In addition to his CEO role, he will also become a member of the group's management committee, contributing to the overall leadership and strategic decisions of the organisation. DFI Retail Group CEO Scott Price stated: "We are pleased to appoint Yoep as CEO of 7-Eleven for South China, Hong Kong, Macau and Singapore. "His appointment aligns perfectly with customer-first approach, given his proven ability to enhance customer experiences and drive innovation. Yoep's success in leading food business in Singapore, coupled with his deep understanding of the Asian retail landscape, positions him well to accelerate 7-Eleven's growth. His expertise in digital transformation and operational excellence will be crucial in evolving convenience retail offerings to meet and exceed customer expectations across these key markets.
お知らせ • Feb 06DFI Retail Group Holdings Limited Announces Directorate Change, Effective 17 February 2025DFI Retail Group Holdings Limited announced the appointment of Elaine Chang to its Board as an Independent Non-Executive Director, effective 17 February 2025. Elaine Chang is an accomplished global leader with 30 years of experience across the United States and Greater China, spanning industries such as semiconductors, hardware devices, digital content, e-commerce, cloud computing, and artificial intelligence. She recently served as Corporate Vice President, Generative AI and Machine Learning Go-to-Market, at Amazon Web Services (AWS). During her tenure at AWS Greater China from 2019 to 2023, Elaine led the business through a period of significant growth, tripling revenue and establishing AWS as a key enabler of digital transformation for local and international companies. Prior to that, she held senior leadership roles at Amazon, including President of Amazon China and Country Manager of Kindle China, where she spearheaded transformative initiatives that enhanced Amazon's cross-border e-commerce offerings and digital publishing ecosystem. The Group announced that Ben Keswick will be stepping down from the Board, effective 17 February 2025,to focus on other priorities within the Jardine business. As a Director and previously as Chairman of the Board, Ben has been a valued leader and has played an integral role in guiding DFI's strategy and growth for many years.
お知らせ • Dec 10DFI Retail Group Holdings Limited Announces Company Secretary ChangesDFI Retail Group Holdings Limited (the Company) announced that Sean Ward be appointed as company secretary, with effect from 10 December 2024, succeeding Jonathan Lloyd.
New Risk • Oct 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (7.5% average weekly change).
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.89, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 27% over the past three years.
Upcoming Dividend • Aug 18Upcoming dividend of US$0.035 per shareEligible shareholders must have bought the stock before 22 August 2024. Payment date: 16 October 2024. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.0%).
Reported Earnings • Aug 05First half 2024 earnings released: EPS: US$0.071 (vs US$0.006 in 1H 2023)First half 2024 results: EPS: US$0.071 (up from US$0.006 in 1H 2023). Revenue: US$4.40b (down 3.7% from 1H 2023). Net income: US$95.1m (up US$86.9m from 1H 2023). Profit margin: 2.2% (up from 0.2% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Declared Dividend • Aug 04First half dividend of US$0.035 announcedShareholders will receive a dividend of US$0.035. Ex-date: 22nd August 2024 Payment date: 16th October 2024 Dividend yield will be 5.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (90.4% earnings payout ratio). However, it is well covered by cash flows (16% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share is expected to grow by 106% over the next 3 years, which should maintain adequate earnings cover for the dividend.
お知らせ • Jul 16DFI Retail Group Holdings Limited Announces Board Changes, Effective July 22, 2024DFI Retail Group Holdings Limited announced the following changes to the Board, with effect from 22 July 2024: John Witt will be appointed as Chair of the Board of the Company. He will succeed Ben Keswick who will step down as Chair. John will be appointed as Chair of its Remuneration and Nominations Committees while Ben will step down from the same Committees. Ben will remain as a Non-Executive Director of the Company. At the same time, Graham Baker will join the Board of the Company as a Non-Executive Director and will step down from the Remuneration Committee, while Adam Keswick will step down as a Non-Executive Director of the Company and from the Nominations Committee. Christian Nothhaft, an Independent Non-Executive Director of the Company, will be appointed as a member of the Company's Remuneration and Nominations Committees. Graham Baker joined the Board of Jardine Matheson HoldingsLimitedas Group Finance Director in 2020. He was an Executive Director and Chief Financial Officer of Smith+Nephew in the United Kingdom from 2017 to 2020 and prior to that, worked for 20 years for AstraZeneca PLC in a range of finance roles.
お知らせ • Jun 29+ 1 more updateDFI Retail Group Holdings Limited Announces CFO Changes, Effective 1 October 2024DFI Retail Group Holdings Limited announced the appointment of Tom van der Lee as Group Chief Financial Officer of the Company, with effect from 1 October 2024, succeeding Clem Constantine, who is retiring. Tom joined DFI in January 2016 and has held a range of senior financial roles within the organisation over the past eight years, including Finance Director, Singapore, Finance Director for South East Asia, and DFI Group - Finance Director. Tom brings over 20 years of experience in Asia, and his extensive regional experience provides him with a unique perspective and deep understanding of the diverse markets in which DFI operates. Prior to joining DFI, Tom worked for FrieslandCampina. Clem Constantine joined DFI in 2018 as Group Property Director, and in 2019, he also took on the role of Group Chief Financial Officer. Clem has been instrumental in shaping the financial and strategic landscape of the organisation, overseeing improvements in financial performance and playing a pivotal role in defining and executing DFI's long-term strategic initiatives, driving sustained growth and value creation. Clem will retire from his role as Group Chief Financial Officer on 1 October 2024 but will continue to support the company in an advisory capacity until 31 March 2025, ensuring a smooth transition and continuity of leadership. Tom van der Lee has held a directorship in the following listed company in the past five years: PT Hero Supermarket Tbk.
お知らせ • May 03DFI Retail Group Holdings Limited Proposes 2023 Final Dividend, Payable on 15 May 2024DFI Retail Group Holdings Limited announced 2023 final dividend of 5.00 US cents per share or GBP equivalent: 3.9919 pence per share. The dividend will be paid on 15th May 2024, subject to approval at the Annual General Meeting.
Reported Earnings • Apr 11Full year 2023 earnings released: EPS: US$0.024 (vs US$0.085 loss in FY 2022)Full year 2023 results: EPS: US$0.024 (up from US$0.085 loss in FY 2022). Revenue: US$9.17b (flat on FY 2022). Net income: US$32.2m (up US$146.8m from FY 2022). Profit margin: 0.4% (up from net loss in FY 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 10DFI Retail Group Holdings Limited to Report First Half, 2024 Results on Aug 01, 2024DFI Retail Group Holdings Limited announced that they will report first half, 2024 results on Aug 01, 2024
Upcoming Dividend • Mar 14Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 21 March 2024. Payment date: 15 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (4.1%).
New Risk • Mar 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 42% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Dividend is not well covered by earnings (334% payout ratio). Large one-off items impacting financial results.
お知らせ • Mar 08DFI Retail Group Holdings Limited, Annual General Meeting, May 08, 2024DFI Retail Group Holdings Limited, Annual General Meeting, May 08, 2024.
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: US$0.024 (vs US$0.085 loss in FY 2022)Full year 2023 results: EPS: US$0.024 (up from US$0.085 loss in FY 2022). Revenue: US$9.17b (flat on FY 2022). Net income: US$32.2m (up US$146.8m from FY 2022). Profit margin: 0.4% (up from net loss in FY 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Feb 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €1.82. The fair value is estimated to be €2.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Feb 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to €1.81. The fair value is estimated to be €2.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Feb 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Dave Cheesewright was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Jan 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €1.77. The fair value is estimated to be €2.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Dec 05DFI Retail Group Holdings Limited Announces Change in Composition of Audit Committee, Effective January 31, 2024DFI Retail Group Holdings Limited announced that Weiwei Chan, an Independent Non-Executive Director of the Company, is appointed as the Chair of the Audit Committee of the Company in place of Anthony Nightingale with effect from 31st January 2024.
お知らせ • Nov 25Anthony Nightingale Resigns from the Board and the Audit Committee of DFI Retail Group Holdings LimitedDFI Retail Group Holdings Limited announces that Anthony Nightingale will step down from the Board and the Audit Committee of the Company, in each case, with effect from 31st January 2024, and would like to thank him for his contribution to the Company during his tenure.
お知らせ • Nov 21Peter Koh Pang An and his wife acquired Jelita Shopping Centre from DFI Retail Group Holdings Limited (SGX:D01) for SGD 91.68 million.Peter Koh Pang An and his wife acquired Jelita Shopping Centre from DFI Retail Group Holdings Limited (SGX:D01) for SGD 91.68 million on November 19, 2023. JLL, as the exclusive advisor to DFI Retail Group went to the market with it on June 5, 2023 at a guide price of SGD 85 million. Peter Koh Pang An and his wife completed the acquisition of Jelita Shopping Centre from DFI Retail Group Holdings Limited (SGX:D01) on November 19, 2023.
お知らせ • Sep 28DFI Retail Group Holdings Limited Declares 2023 Interim Dividend, Payable on October 11, 2023DFI Retail Group Holdings Limited announced 2023 interim dividend of 3.00 US cent per share will be payable on 11th October 2023. GBP equivalent: 2.4686 pence.
お知らせ • Sep 09DFI Retail Group Holdings Limited Announces the Appointment of Dave Cheesewright as Member of the Audit CommitteeDFI Retail Group Holdings Limited announced that Dave Cheesewright, an Independent Non-Executive Director of the Company, has been appointed as a member of the Audit Committee of the Company with effect from 8 September 2023.
Upcoming Dividend • Aug 10Upcoming dividend of US$0.03 per share at 1.9% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 11 October 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%).
New Risk • Aug 01New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 1.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risk Paying a dividend despite being loss-making.
Reported Earnings • Jul 30First half 2023 earnings released: EPS: US$0.006 (vs US$0.043 loss in 1H 2022)First half 2023 results: EPS: US$0.006 (up from US$0.043 loss in 1H 2022). Revenue: US$4.57b (flat on 1H 2022). Net income: US$8.20m (up US$65.8m from 1H 2022). Profit margin: 0.2% (up from net loss in 1H 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 29DFI Retail Group Holdings Limited Declares Interim Dividend, Payable on October 11, 2023DFI Retail Group Holdings Limited announced interim dividend of 3.00 US cent per share will be payable on 11th October 2023 to shareholders on the register of members at the close of business on 18th August 2023. The shares will be quoted ex-dividend on 17th August 2023, and the share registers will be closed from 21st to 25th August 2023, inclusive.
Reported Earnings • Apr 08Full year 2022 earnings released: US$0.085 loss per share (vs US$0.076 profit in FY 2021)Full year 2022 results: US$0.085 loss per share (down from US$0.076 profit in FY 2021). Revenue: US$9.17b (flat on FY 2021). Net loss: US$114.6m (down 211% from profit in FY 2021). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 09Upcoming dividend of US$0.02 per share at 1.0% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 10 May 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.9%).
Reported Earnings • Mar 03Full year 2022 earnings released: US$0.085 loss per share (vs US$0.076 profit in FY 2021)Full year 2022 results: US$0.085 loss per share (down from US$0.076 profit in FY 2021). Revenue: US$9.17b (up 1.8% from FY 2021). Net loss: US$114.6m (down 211% from profit in FY 2021). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Non-Executive Director Christian Nothhaft was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 29DFI Retail Group Holdings Limited Announces Dividend Declaration, Payable on 12 October 2022DFI RETAIL GROUP HOLDINGS LIMITED announced 2022 interim dividend of the above Company. The dividend will be paid on 12th October 2022. 2022 interim dividend per share: USD cent 1.00. GBP equivalent: 0.9366 penny.
Upcoming Dividend • Aug 11Upcoming dividend of US$0.01 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 12 October 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.3%).
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$16.7m from profit in 1H 2021). Profit margin: (down from 0.4% in 1H 2021). Over the next year, revenue is forecast to grow 8.7%, compared to a 7.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Non-Executive Director Christian Nothhaft was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 09Full year 2021 earnings released: EPS: US$0.076 (vs US$0.20 in FY 2020)Full year 2021 results: EPS: US$0.076 (down from US$0.20 in FY 2020). Revenue: US$9.02b (down 12% from FY 2020). Net income: US$102.9m (down 62% from FY 2020). Profit margin: 1.1% (down from 2.6% in FY 2020). Over the next year, revenue is forecast to grow 5.5%, compared to a 7.7% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 10Upcoming dividend of US$0.065 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 11 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.5%). In line with average of industry peers (3.8%).
お知らせ • Mar 06Dairy Farm International Holdings Limited, Annual General Meeting, May 05, 2022Dairy Farm International Holdings Limited, Annual General Meeting, May 05, 2022. Agenda: To consider a final dividend.
お知らせ • Mar 05Dairy Farm International Holdings Limited Recommends Final Dividend for 2021, Payable on May 11, 2022The Board of Dairy Farm International Holdings Limited is recommending a final dividend of 6.50 US Cents per share, giving a total dividend of 9.50 US cents per share for the year, a 42% reduction compared to 2020. The final dividend will be payable on 11 May 2022, subject to approval at the Annual General Meeting to be held on 5 May 2022, to shareholders on the register of members at the close of business on 18 March 2022. The shares will be quoted ex-dividend on 17 March 2022, and the share registers will be closed from 21 to 25 March 2022, inclusive.
Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$0.076 (down from US$0.20 in FY 2020). Revenue: US$9.02b (down 12% from FY 2020). Net income: US$102.9m (down 62% from FY 2020). Profit margin: 1.1% (down from 2.6% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 24%, compared to a 8.3% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
Executive Departure • Dec 02Non Executive Director Yiu Kai Pang has left the companyOn the 30th of November, Yiu Kai Pang's tenure as Non Executive Director ended after 5.3 years in the role. We don't have any record of a personal shareholding under Yiu Kai's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.
Executive Departure • Dec 02Independent Non Executive Director Delman Lee has left the companyOn the 30th of November, Delman Lee's tenure as Independent Non Executive Director ended after 3.6 years in the role. We don't have any record of a personal shareholding under Delman's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.
Executive Departure • Dec 02Independent Non Executive Director Clive Schlee has left the companyOn the 30th of November, Clive Schlee's tenure as Independent Non Executive Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under Clive's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.
Executive Departure • Dec 02Non Executive Director Edward Percy Keswick Weatherall has left the companyOn the 30th of November, Edward Percy Keswick Weatherall's tenure as Non Executive Director ended. As of September 2021, Edward Percy Keswick still personally held 200.00k shares (€580k worth at the time). A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.
Executive Departure • Dec 02Non Executive Director George Joseph Ho has left the companyOn the 30th of November, George Joseph Ho's tenure as Non Executive Director ended. We don't have any record of a personal shareholding under George Joseph's name. A total of 7 executives have left over the last 12 months. The current median tenure of the management team is 2.25 years.
Upcoming Dividend • Aug 12Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 19 August 2021. Payment date: 13 October 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.7%).
Reported Earnings • Aug 02First half 2021 earnings released: EPS US$0.012 (vs US$0.085 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: US$4.54b (down 13% from 1H 2020). Net income: US$16.7m (down 86% from 1H 2020). Profit margin: 0.4% (down from 2.2% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 11Full year 2020 earnings released: EPS US$0.20 (vs US$0.24 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$10.3b (down 8.3% from FY 2019). Net income: US$271.0m (down 16% from FY 2019). Profit margin: 2.6% (down from 2.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Mar 18Upcoming Dividend of US$0.12 Per ShareWill be paid on the 12th of May to those who are registered shareholders by the 25th of March. The trailing yield of 3.8% is in the top quartile of German dividend payers (3.3%), and it is in line with industry peers (4.1%).
Reported Earnings • Mar 13Full year 2020 earnings released: EPS US$0.20 (vs US$0.24 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$10.3b (down 8.3% from FY 2019). Net income: US$271.0m (down 16% from FY 2019). Profit margin: 2.6% (down from 2.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 4.8%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.
お知らせ • Mar 12+ 1 more updateDairy Farm International Holdings Limited Recommends Final Dividend, Payable on May 12, 2021Dairy Farm International Holdings Limited announced that the final dividend of US cents 11.50 per share will be payable on 12 May 2021, subject to approval at the Annual General Meeting to be held on 5 May 2021, to shareholders on the register of members at the close of business on 26 March 2021.
Is New 90 Day High Low • Mar 08New 90-day high: €3.92The company is up 19% from its price of €3.30 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.44 per share.
お知らせ • Dec 04Jeremy Glyn Parr Steps Down from the Board of Dairy Farm International Holdings LimitedDairy Farm International Holdings Limited announced that Jeremy Glyn Parr stepped down from the Board of the Company on 3 December 2020.
Is New 90 Day High Low • Nov 11New 90-day high: €3.86The company is up 13% from its price of €3.42 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.69 per share.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 18% share price gain to US$3.86, the stock is trading at a trailing P/E ratio of 23.9x, up from the previous P/E ratio of 20.3x. This compares to an average P/E of 21x in the Consumer Retailing industry in Europe. Total return to shareholders over the past three years is a loss of 37%.
お知らせ • Oct 29Mark Spencer Greenberg to Step Down from the Board of Dairy Farm International Holdings Limited, Effective December 31, 2020Dairy Farm International Holdings Limited announced that Mr. Mark Spencer Greenberg will step down from the Board of the Company with effect from December 31, 2020.
Is New 90 Day High Low • Oct 22New 90-day low: €3.10The company is down 11% from its price of €3.50 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.51 per share.
Recent Insider Transactions • Sep 18Insider recently bought €320k worth of stockOn the 16th of September, George Ho bought around 100k shares on-market at roughly €3.20 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.0m more in shares than they have sold in the last 12 months.
