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DFI Retail Group Holdings: Strategic Realignment and Promising Growth Outlook Justify Buy Rating

DFI Retail Group Holdings: Strategic Realignment and Promising Growth Outlook Justify Buy Rating

UOB Kay Hian analyst Adrian Loh maintained a Buy rating on DFI Retail Group Holdings (DFIJResearch Report) yesterday and set a price target of $3.50.

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Adrian Loh has given his Buy rating due to a combination of factors that highlight DFI Retail Group Holdings’ strategic positioning and growth potential. The company’s decision to exit its minority stake in Robinsons Retail Holdings aligns with its strategic shift towards focusing on higher-margin core businesses. This move is expected to enhance DFI’s return on capital employed (ROCE) and support its growth trajectory.
Furthermore, DFI’s financial outlook for 2025 is promising, with projected profit growth between 14% and 34% year-over-year and a focus on expanding its health & beauty and convenience segments. The elimination of net debt and the potential for improved margins and dividend increases further solidify the company’s positive outlook. These strategic decisions and financial projections underpin Adrian Loh’s Buy rating for DFI Retail Group Holdings.

According to TipRanks, Loh is a 4-star analyst with an average return of 14.5% and a 59.22% success rate. Loh covers the Industrials sector, focusing on stocks such as Seatrium Limited, Yangzijiang Shipbuilding (Holdings), and Keppel Corporation Limited.

In another report released on May 31, Macquarie also maintained a Buy rating on the stock with a $3.25 price target.

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