DFI Retail Group Holdings Limited

• SC Seafarer Capital Partners Portfolio Review ↗ Seafarer Overseas Value Fund attributed gains to improving sentiment toward Chinese holdings and capital-recycling measures at Jardine Matheson, DFI Retail and Hongkong Land. The fund added ADNOC Gas, citing contracted gas economics, UAE production growth and a progressively rising dividend, while retaining exposure to consumer businesses despite weaker regional demand. third quarter of 2025 453950 ARCO $1.5BBABA $262B +11

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