Posted by CharlieM > 2024-03-14 12:01 | Report Abuse

Someone buying few million RM every other day..

Posted by CharlieM > 2024-03-14 17:50 | Report Abuse

Today around RM14m..

Posted by katara > 2024-03-18 23:52 | Report Abuse

today wow ..

Posted by CharlieM > 2024-03-19 01:01 | Report Abuse

Probably 3x in 3 years..

Posted by alibiii > 2024-03-19 09:47 | Report Abuse

another RM1+ up day. very odd as these two days trading volume is very slim compared with few days ago

Posted by alibiii > 2024-03-19 09:57 | Report Abuse

until now only 35k traded, but up RM1.8 wtf!

Posted by Nelson ang > 2024-03-19 10:09 | Report Abuse

why epf dump but price up

Posted by alibiii > 2024-03-19 10:13 | Report Abuse

epf is dumb, happened every time

Posted by Kensington > 2024-03-19 10:48 | Report Abuse

For 4 consecutive days commencing from 12 March volume of transactions started to build up around a strong base of RM24 before a breakout for next 2 trading days (including today). The run up in price is accompanied by low volumes. Any sifu here care to give their much valued opinion?

Posted by alibiii > 2024-03-19 12:09 | Report Abuse

very odd trading pattern, maybe epf stop selling these two days. if big volume like 200k done in a day very easily fall back to RM24. had took some profit at RM25.xx to RM27, bought cheap around RM21 few months ago. will buy back if fall back to RM24

Posted by CharlieM > 2024-03-19 12:15 | Report Abuse

Dlady actual P/E is hidden by accelerated depreciation cost (due to moving to new factory) and one off (BAPA agreement).

Current P/E is 23 with operating profit of RM27m (latest QR). But operating profit without accelerated depreciation and one off is RM59m (latest QR), that is more than double.

As for EPF, they been reducing (diversifying) stake in Dlady from around 10% to now around 5%. And have been buying, accumulating FFB to now around 10% stake in the company.

The question is, has EPF stop selling? If yes then there’s no more resistance to go up.

Posted by katara > 2024-03-19 17:52 | Report Abuse

but accelerated depreciation cost will still come in for some years ahead ..

Posted by katara > 2024-03-19 17:54 | Report Abuse

so may be ableglob is a better choice ..

Posted by CharlieM > 2024-03-19 19:20 | Report Abuse

From the QR, regarding accelerated depreciation.

“Pursuant to the Company’s announced investment in our future manufacturing activities, DLMI has identified assets in its Petaling Jaya factory that will not be transitioned to the new site.”

“In light of this, DLMI has implemented accelerated depreciation for the mentioned assets at the start of 2021 financial year, continuing into 2022, 2023 and 2024.”

Posted by Kevin Tam > 2024-03-21 14:19 | Report Abuse

True, I also noticed the trading pattern of 3 days ago was weird n the price gone up like being manipulated by one force.......The jump of bid was not normal, the first day that DutchLady broke the RM24 price line n gained 1.20 plus. These 3 days trading continue to lift the share price to be above RM26.00 but first day really a bit strange type of trading pattern. But agree that in term of valuation, DutchLady is much better than FFB even though these 12 months, many retail investors n institute n EPF turn to buy in FFB, extraordinary high valuation for consumer good stock....

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-21 14:35 | Report Abuse

>>>
Y-o-Y.

Revenue increased 7.7%.
Operating profit incread 77%.

Due to softening of dairy product cost.

Generated about 200 m net operating cash flow.

Cape was about 180 m.

New manufacturing facility will be opened in 2024.

😀

>>>

Fundamentals are intact.

Posted by CharlieM > 2024-03-21 14:58 | Report Abuse

Fundamental and valuation are good. Future growth with high tech double capacity new factory is good. Plan to be regional manufacturing hub is good. But EPF still has 2.9m shares, are they going to keep selling?

Posted by CharlieM > 2024-03-21 15:05 | Report Abuse

FFB growth is high YoY but valuation and debt are on the high side. If not for EPF and Aberdeen buying it will be sub RM1.

Posted by utusminum > 2024-03-22 10:20 | Report Abuse

recently saw some good volume, heard they are doing bonus issue with free warrant

Posted by CharlieM > 2024-03-22 14:19 | Report Abuse

Made sense if they have that kind of info..

Posted by alibiii > 2024-03-25 09:30 | Report Abuse

RM28 wtf

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-25 13:57 | Report Abuse

Not a surprise.

Posted by CharlieM > 2024-03-25 15:18 | Report Abuse

Used to be RM67. It could return to that price if they can achieve operating profit around RM50+m per QR, which they already did last QR if excluding accelerated depreciation and one off.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-25 17:54 | Report Abuse

Ch😗😗😗arlieM.

Posted by CharlieM > 2024-03-25 18:02 | Report Abuse

RM31 million transacted today. Whose buying?

Posted by Kevin Tam > 2024-03-25 20:35 | Report Abuse

Most probably retail investors seeing the jump up of past 3-4 days then entering to buy some Dlady. If the volume of past 3-4 days are much thinner than the average of trading volume of past 2-3 weeks ... More likely will drop back to below RM25/25.50 if buying momentum continue to reduce...

Posted by CharlieM > 2024-03-25 20:47 | Report Abuse

At the closing there’s 63,800 queue buy at 27.58 equivalent RM1.75 million..

Posted by BursaMaster121212 > 2024-03-26 10:19 | Report Abuse

some local insti funds are buying...retailers unlikely will buy such an expensive stock in absolute term

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-27 12:04 | Report Abuse

Downside RM20

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-27 12:06 | Report Abuse

Upside. RM 30? RM 40? RM 50? RM60?

Posted by dompeilee > 2024-03-29 15:05 | Report Abuse

Posted by dompeilee > 2023-01-17 14:51

After selling off my DLady @ $64.32 in Oct '18 ,seeing the evidence of increased milk competition in the supermarkets, I re-entered my long position $18.90 cheaper than my original cost in Nov '13 recently(below $30)

L@@ks like (Dutch)Lady Luck is smiling on me! From a floating loss of nearly $1/shr to losses close to being eliminated!!! Not even considering the $1,500+ realised capital gain & $1,300+ in dividends fr '13-'18 & recently! 🤗

Posted by dompeilee > 2024-03-29 16:49 | Report Abuse

Bought 100 units in the odd lot mkt @ 29.5 & 29.9 & SOLD 100 @ 30.98 in the board lot mkt!!! 🤗😍🤞✌😆 EPF BANG B@LLS, selling most of their stake below $28 to below 5%, after increasing from 6% to 9% in the $60 range!!!🤣

Posted by BursaMaster121212 > 2024-03-29 18:39 | Report Abuse

Used to a 60 ringgit stock, maybe is take over offer?

Since it is still so cheap

Posted by HuatAh8809 > 2024-04-01 09:41 | Report Abuse

heard is 42 per share offer price

Posted by MULTIEVER > 2024-04-01 12:02 | Report Abuse

42 too far.
maybe

1st tp RM33.88
2nd tp RM38.88
heng ya huat ya

Posted by icecool > 2024-04-01 12:21 | Report Abuse

d lady going back to rm 60 ?

Posted by dompeilee > 2024-04-01 14:35 | Report Abuse

1st Fibronacci tgt is 34.40

Posted by ttt > 2024-04-01 14:58 | Report Abuse

If they can profit RM150m (which is a possibility) and pays our a dividend of RM2 ( RM128 million payout). Yield it back at 2.5% will give a share price of RM80 . Even at 3% its a RM57 share price. At current prices, its a long way to go.

Posted by ttt > 2024-04-01 15:18 | Report Abuse

Friesland campina being the largest shareholder focuses on dividend payouts and would maximise that. Retained earnings in DL has been building up over the pass few years as they have been paying less dividend in order to fund the new factory at Enstek. So now in its final year , dividends will start flowing again and that should be the consideration is setting a target price.

Posted by pang72 > 2024-04-01 15:27 | Report Abuse

After selling dlady $55 mamy years ago and bought back at $28 now is no brains trades.
So, dlady new AI factory will bring the milk company toward $55 again

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-04-01 17:17 | Report Abuse

Approximately
200,000 shares traded
RM 6 m transacted

Posted by dompeilee > 2024-04-02 09:15 | Report Abuse

EPF shame shame! Sold so many millions below $28 after buying so much from $50-65....account holders' monie$ all down the drain...easy come, easy go!

Posted by troy88 > 2024-04-02 10:09 | Report Abuse

Good rebound after few years of downtrend. Well done Dlady!

Posted by pang72 > 2024-04-02 11:06 | Report Abuse

$55->$25->$55 = 3 years!

Posted by pang72 > 2024-04-02 11:22 | Report Abuse

No regret to abondon Japanese faking data cars and killing drug red yiest, switching to German reputation lady milk much safer and live longer..

Posted by ttt > 2024-04-02 13:48 | Report Abuse

Dlady is Dutch. Not germany

Posted by icecool > 2024-04-02 15:12 | Report Abuse

dlady is now d-rocket

Posted by pang72 > 2024-04-02 16:10 | Report Abuse

..
.... Ooo.... Netherlands..... Yap..

Posted by pang72 > 2024-04-02 16:55 | Report Abuse

As long as not japanese will do..
Scary faking data ignorance of customers safety and live

Posted by pang72 > 2024-04-02 16:57 | Report Abuse

I trust European food and regulation to bring lady's new AI factory to great heights for nutrition nation