1. What Happened? – Understanding the Divestment

On August 14, 2025, a major shareholder in Dalba Global reduced their stake through on-market sales. While other institutional investors were buying, the selling shareholder’s stated purpose was ‘simple investment.’ Possible reasons for the sale include fund maturity, profit-taking, or portfolio rebalancing.

2. Why Did This Happen? – Fundamentals and Market Analysis

Dalba Global operates in the cosmetics, health supplements, and home beauty device sectors. While their H1 2025 revenue declined year-over-year, their operating profit margin improved, and operating cash flow significantly increased. The company’s diversification into health supplements and home beauty devices is a key growth driver, and they are poised to benefit from the growing clean beauty, vegan, and inner beauty trends. However, slowing revenue growth and currency exchange rate fluctuations pose potential risks.

3. What Should Investors Do? – Investment Strategy

Despite Dalba Global’s solid fundamentals and growth potential, the major shareholder’s divestment could introduce short-term volatility. Short-term investors should proceed with caution, while long-term investors might consider this a buying opportunity. Before making any investment decisions, carefully monitor factors like further share sales by the major shareholder, institutional investor activity, H2 earnings, and the performance of new business ventures.

4. Action Plan for Investors

  • Short-term Investors: Exercise caution due to potential price volatility; monitor further share sales and market reaction.
  • Long-term Investors: Focus on fundamentals and growth potential; evaluate potential buying opportunity; closely monitor revenue growth trends and new business performance.