Delfi Limited

Analysts lift Delfi Limited's TP after higher-than-expected FY2022 earnings - THE EDGE SINGAPORE

Broker's Calls

Analysts lift Delfi Limited's TP after higher-than-expected FY2022 earnings

Analysts from DBS Group Research and UOB Kay Hian have also lifted their earnings estimates for FY2023 and FY2024.
UOBKH adds Delfi, drops ThaiBev, DBS, SIA Engineering from alpha picks - THE EDGE SINGAPORE

Broker's Calls

UOBKH adds Delfi, drops ThaiBev, DBS, SIA Engineering from alpha picks

UOBKH’s alpha picks portfolio has beaten the STI for 11 out of the past 12 months.

Results

Delfi reports 2HFY2022 earnings of US$24.5 mil, 44.4% higher y-o-y

A final dividend of 2 US cents per share and a special dividend of 0.72 US cents has been proposed.

Broker's Calls

UOB Kay Hian initiates coverage for Delfi with ‘buy’ rating and $1.42 TP

Analysts say that Delfi is an "undervalued" leader in Indonesia’s chocolate products market and is trading at a discount to peers.

Broker's Calls

CGS-CIMB ups Delfi's earnings estimates following record 9MFY2022 patmi

CGS-CIMB's analysts have, however, lowered their target price to $1.26 from $1.28 previously due to a lower P/E multiple of 15x.

Results

Delfi reports 539% y-o-y surge in patmi for 3QFY2022

Delfi says it has surpassed the performance of pre-Covid-19 periods, where patmi was US$5.9 million in 3QFY2019.

Results

Delfi reports 57.6% higher 1HFY2022 earnings of $19.4 mil

Delfi has declared an interim cash dividend of 1.58 US cents for the 1HFY2022, the highest paid since 2014.

Broker's Calls

CGS-CIMB is hungry for more of Delfi as it feeds consumer demands

CGS-CIMB Group Research has kept an “add” rating on Delfi with an unchanged target price of $1.09

Broker's Calls

Analysts remain positive on Delfi for FY2021

Analysts stay positive on Delfi Limited in lieu of strong showings for 2HFY2021 ended December
DBS ups Delfi’s TP to $1.07 as it sees 'worst quarter' as over - THE EDGE SINGAPORE

Broker's Calls

DBS ups Delfi’s TP to $1.07 as it sees 'worst quarter' as over

DBS Group Research analyst Chung Wei Le keeps “buy” on Delfi Limited., with an increased target price to $1.07.
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