DFILF News and Press, Dairy Farm International Holdings Ltd.

Chinese telecommunications services company China Telecom is proposing an A-share listing with the aim of capitalizing on 5G growth opportunities, and this comes after NYSE's decision to delist its ADS. Jardine Matheson's privatization of Jardine Strategic results in a cleaner corpora...

Investment thesis Danone ( DANOY ) ( GPDNF ) is a very mature and stable company that currently trades at a fair price. As people have stockpiled products of big consumer packaged goods companies during the current coronavirus pandemic crisis, Danone was poised to benefit from this excepti...

Elevator Pitch I maintain my "Neutral" rating on Singapore-listed pan-Asian retailer Dairy Farm International Holdings Limited (DFIHY) (DFILF) [DFI:SP]. The initial results of the multi-year restructuring program, put in place after Mr. Ian McLeod was appointed as the new CEO of the company ...

Elevator Pitch Singapore-listed pan-Asian retailer, Dairy Farm International Holdings Limited ( DFIHY ) ( DFILF ) [DFI:SP] is relatively cheap trading at 20.7 times consensus forward FY2019 P/E, significantly lower than the stock's historical 10-year forward P/E of approximately 25 times. ...

Introduction This week's issue of the Asian Idea Generator Weekly continues the hunt for Asian investment opportunities in the following categories: 1) stocks which are either owned by astute investors or see recent insider buying and share repurchases; 2) stocks that are plays on certain en...

Jardine Matheson Holdings Limited ( JARLF ; JMHLY ) is a Hong Kong based holding company with a long history and a diversified business spread across South East Asia and the Greater China region. The group also has a remarkably complicated corporate structure. In the following I will try to g...

Jardine Matheson ( JMHLY ) is one of the favorite ways to invest in Asia. This old school conglomerate has Western style management with most of its investments in Asia. The company has been around since 1832 but doesn’t get too much of a following in the U.S. The stock trades for $6...