Posted by dompeilee > 2018-10-21 08:23 | Report Abuse

What I think is that many new brands of milk (Goodday, Nestle etc) are encroaching on Dutch Lady's market dominance & they may actually cut their dividend back to 2010-2011 levels.

Posted by 5354_ > 2018-11-09 03:21 | Report Abuse

QR 28th Nov? Why delay if good?
https://klse.i3investor.com/servlets/stk/3026.jsp

Posted by 5354_ > 2018-11-09 03:23 | Report Abuse

3iii if talk history past is good. How abt those buying now? Why past good must repeat? Profit sure up?

Posted by enigmatic > 2018-11-09 11:34 | Report Abuse

a stock like DLADY which gives RM2 div yearly is second only to godshare Nestle. DLADY's ROE 120 is also among the best in Bursa. You win by buying & holding it for years.

Posted by 5354_ > 2018-11-10 03:48 | Report Abuse

Last QR revenue drop meaning demand for DLady products drop? 63.96 still cheap?

Posted by tsc516 > 2018-11-27 17:51 | Report Abuse

Dividend dropped, only declare rm0.90 this time

Posted by wkl1063 > 2018-11-27 17:56 | Report Abuse

quarter out!

Posted by 3iii > 2018-11-27 18:05 | Report Abuse

Another good qtrly result announced.

Posted by 3iii > 2018-11-27 18:06 | Report Abuse

To date it has declared $1.10 + $0.90 dividends for the year.

At 63.50 per share, this gives a DY of 3.15%.

Posted by BN_better > 2018-11-27 22:03 | Report Abuse

FD higher rate. Sell on news.

Posted by BN_better > 2018-11-27 22:05 | Report Abuse

Revenue drop YOY. PH bad govn?
https://klse.i3investor.com/servlets/stk/fin/3026.jsp

Posted by dompeilee > 2018-12-10 17:26 | Report Abuse

Dividend cut by 18% is already very bad news on its outlook...2day price dropped more than the dividend!

Posted by 3iii > 2018-12-10 19:58 | Report Abuse

Price 62.30 (10/12/2018)
Market Cap 4.05 Billion
ttm-EPS 1.88
P/E ttm 33.17


FY 2017

Income Statement

Revenue 1065m
Gross Income 401m
EBIT 228m
PBT 158m
PAT 118m

EPS 1.84





Balance Sheet

Cash 61.3m
ST Debt 0
LT Debt 0


AR 103.8m
AP 206.9m

Inventories 115.8m


Total CA 286.8m
Total CL 281.6

CR 1.02
Quick Ratio 0.61



Total Liabilities 290m
Total Equity 104m
Total Assets 394m




Cash Flow Statement

Funds from operations 43.2m
Net Operating Cash Flow 43.2m

Capex (16.3m)

Cash Dividends (179.2m)

FCF 27.5m
FCF Yield 0.68%.




30-9-2018

ttm-Revenue 1046.5m
ttm-PAT 120.1m
ttm-EPS 1.88

Posted by dompeilee > 2018-12-20 10:26 | Report Abuse

Plunging below 60.00! Very happy I sold @ 64.32 even though I sacrificed the reduced dividend...

Posted by ongkkh > 2018-12-20 18:05 | Report Abuse

Dompeilee, I observe you always make the right decision, you are really smart investor cum trader.

Posted by dompeilee > 2018-12-21 09:37 | Report Abuse

It took me a long time to learn but I still do make mistakes...yet that is the nature of the markets, which can wipe out hundreds of millions if the investor is not careful! DLady just touched a new 52-week low of 58.90 (10,200 shares)...

Posted by ongkkh > 2018-12-21 12:30 | Report Abuse

Dompeilee, i just sold it at 59.5 and 60 respectively, but rate it as lousy action as should sell it after ex-div. Please give comment more on this counter. Thanks.

Posted by enigmatic > 2018-12-28 02:10 | Report Abuse

good to see rebound from Dutch Lady. After all, it ain't over until the fat lady sings...

Posted by fionayip > 2019-01-21 17:56 | Report Abuse

60.00 already, is time to keep eye on it

Posted by LouiseS > 2019-01-26 12:51 | Report Abuse

EPS on decreasing trend in last few years, PE ratio very high at 32.4, the ROE at 90% and dividend yield at 3.29%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html

Posted by 3iii > 2019-01-29 16:29 | Report Abuse

Price has moved up recently. Any news?

Posted by RHB_ > 2019-01-31 15:22 | Report Abuse

BIMB RM 65?

Posted by 4444 > 2019-02-20 03:01 | Report Abuse

PE 34 cheap?

Posted by 3iii > 2019-02-27 18:30 | Report Abuse

10% YoY earning growth. Excellent results.

Posted by 3iii > 2019-02-28 10:23 | Report Abuse

FY18 core net profit of RM124.1m and full-year dividend of 200.0 sen came within our expectations. While sales may see limited momentum, the group could be poised to see some further expansion in margin on better milk powder prices. Upgrade to OUTPERFORM with a higher TP of RM67.94 (from RM64.10) as we increase valuation to 30.0x FY19E PER.

Source: Kenanga Research - 28 Feb 2019

Posted by stockraider > 2019-02-28 11:06 | Report Abuse

Remember what warren buffet says " a fabulous company bought at optimistic high price can be a bad investment choice loh" !!

Posted by VWWong > 2019-03-04 17:32 | Report Abuse

Nestle PE Ratio 52 compare to DLady PE 34. Anybody know why?

Posted by farisszuan > 2019-03-05 12:01 | Report Abuse

should buy this?

Posted by moven00 > 2019-03-08 17:28 | Report Abuse

Mana Gua punya dividend?!

Posted by enigmatic > 2019-03-10 00:13 | Report Abuse

Don't let this distract you from the fact that DLADY was RM9 ten years ago today

Posted by YAPSS > 2019-03-17 16:43 | Report Abuse

Day 14 of Fundamental Daily, YAPSS will be covering Dutch Lady Milk Industries Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #FundamentalDaily014

Click the on the link below to find out more:  
https://www.youtube.com/watch?v=fHEJxWbMOVI

Posted by laubehuit > 2019-03-27 11:47 | Report Abuse

could profits be plowed back for expansion...still all silent on the dividend front

Posted by DickyMe > 2019-04-12 15:18 |

Post removed.Why?

Posted by enigmatic > 2019-04-19 12:22 | Report Abuse

Delisting? By whom? Any credible source? No?

Posted by experttanengyee > 2019-04-25 19:36 | Report Abuse

Tan eng Yee really conman no1

Every mamak or road stall use Maggi mee....EVERY.conman no 1.

Milo 90% market.who where what data/person tell.

when a con job fail,tan eng Yee look ridiculous stupid on public eyes.

a lonely old man like this.spend time with human not online 24/7

Posted by ongkkh > 2019-04-25 21:04 | Report Abuse

Calvin, moat...no mode

Posted by calvintaneng > 2019-04-25 21:47 | Report Abuse

Dutch lady cannot be compared to Nestle as Nestle got 2 moats which are hard to assail

1. Milo.
Milo has captured 90% of the market for beverages

2. Maggie mee
Every mamak or road side stall use Maggie mee for frying
Also many with little time take Maggie mee for a quick bite
And bad times also force many to survive on basic Maggie mee

BUT Dutch lady has no such mode. In fact when times are very bad the very poor cannot afford to buy milk

So now that Dutch lady is facing declining profit the last support of dividend is artificial

After dividend ex already Dutch lady share price might crash

Better sell off all Dutch lady shares first thing tomorrow

Final decision is yours

Posted by brendonyeap > 2019-04-25 23:14 | Report Abuse

Any of you will attend the AGM tomorrow?

Posted by laubehuit > 2019-04-26 11:43 | Report Abuse

die lor...dividend down by more than 50%. outlook really bad!

Posted by dompeilee > 2019-04-26 22:00 | Report Abuse

Sold my shares at above the current price almost exactly 5 yrs after buying them in Nov 2013, because I felt the lousy economy was going to drag milk demand down & the very strong competition from the likes of Goodday etc.

I missed out on a 90c dividend, but the reduction from 110c which I had received throughout my holding period vindicated my prediction & reason for offloading.

Now the 50c dividend confirms my suspicion !

Posted by dompeilee > 2019-04-26 22:01 | Report Abuse

Still, I managed to proxy an old lady with 11k shares & got the very nice goodies for the fifth year in a row =)

Posted by 镠公公 > 2019-04-28 11:16 | Report Abuse

Dogpeilee
Stock: [EKOVEST]: EKOVEST BHD

Apr 17, 2019 4:05 PM | Report Abuse

No mercy dumping...all who bought from 62-65c 3 days ago all dun wanna pick up...all gambling only lol...casino wins!



Wakakaka

Posted by 镠公公 > 2019-04-28 11:17 | Report Abuse

Dogpeilee sifu

Stock: [EKOVEST]: EKOVEST BHD

Apr 17, 2019 3:38 PM | Report Abuse

I sold most of my Ekovest for 63.32c avg last week...within 5 days only, down -14%. Amitabha...

Posted by enigmatic > 2019-04-28 14:34 | Report Abuse

interesting to see how markets reacts to the reduce in dividends. would people throw and cause the share price to plummet to RM50+ levels? or would people hold on and still believe in its value?

Posted by calvintaneng > 2019-05-08 09:31 |

Post removed.Why?

Posted by enigmatic > 2019-05-12 02:28 | Report Abuse

better to be stuck in a profit making company than a loss making one.

Posted by James Ng > 2019-05-21 12:19 | Report Abuse

https://klse.i3investor.com/blogs/general/207339.jsp
[转贴] [DUTCH LADY MILK INDUSTRIES BHD：从长远来看，由于品牌的实力以及对牛奶及其补充乳制品的良好性和营养价值的需求和认识的增加，前景仍然乐观] - James的股票投资James Share Investing

Posted by topglove123 > 2019-06-16 19:49 | Report Abuse

u all must run faster..this counter keep dropping

Posted by Rapedik1715 > 2019-06-23 14:53 | Report Abuse

Dutch lady have issue that is the operational cost.. I am still holding since last year Feb … from insider news this is the issue with Dutch lady.

• Lack investment on Sales and Marketing instead investing in non-core activity like IT and HR. Heard they spend a bomb on their shared service and IT which did not bring any return . All this money should spend on Sales and Marketing .
• Free lunch schema to its employee …I heard like hotel buffet
• Too many expat and employee with high salary to do basic work in non-core work .

One good thing I heard their new director trying hard to change but I guess so long the above is not rectified Dutch lady price will not move …. Marigold and Nestle is the current choice for me despite I own Dutch lady ….

Posted by thanaraj > 2019-07-03 16:20 | Report Abuse

Beware Nestle Malaysia share price over the last 8 months more flattish around RM 140/ to RM 150/. I don't think Nestle management will give bonus 0r rights issue in the near future to bring down the share price. So I shall stop buying more Nestle Malaysia shares and I will concentrate to increase my shares in Dutch Lady because I believe its price will can go up to cross the TP to RM 72.00 soon. Yr comments welcome. Investor in high price Malaysian stocks.