Dream released its results on 25 Aug. As the results presentation by management is on 1 Sept, i had decided to wait for it. I will write the conclusion first. 1H 25 Results Poor but 2H 25 should be great and should matter more. Why is 1H 25 Results Poor?
Gross Margin Fell. Management attributed increased staff cost and ramping up period for new items and product for buyers. Revenue Increase of 12%. Frankly speaking i was expecting 20-30% but that is me, i think it might be difficult to ramp up so quickly. Barring that other income swing (forex effect, results is poorer. Takeaways from Results Presentation and 2H 2025 view. -1H 2025 Revenue affected by some customers pushing back and moving orders to 2H as a result of the tariff situation -However, currently pricing pressures not as severe and tariffs cost not bared by Dream. -Management mentioned...