DKSH Holdings (M) Berhad Wins Highest Growth in Profit After Tax Over Three Years Award at The Edge Malaysia Centurion Club Awards 2023 https://okt.to/MqCD3P
Yes, great performance. However do note that consumer segment is reducing and healthcare is the performing one. Abit disappointed without dividend this Quarter.
4 points I noted from the AGM (note this is for info sharing only & is NOT guaranteed) -Q1 2024 was good as announced -Q2 should be good as April was good, with May tracking well -2024 as a whole should be better than 2023 -Management will & is working towards maintaining higher margin % as in Q1
Agreed with donald770, DKSH EPS is 70 sen but dividend paid is 17 sen (24% of 2023 profit). Should DKSH pays higher dividend like Harison & Amway or recently Apollo, the DKSH story will be different................. trust the days will be very soon........
@Humble_Investor good thing, means price can easily go up or down here. with improved revenue and EPS, which likely to sustain, the direction should be very obvious already. I like this kind of situation, price lagging behind fundamental without much profit taking activity can be done by previous investors due to still lacking profit available to take in corresponse to improved fundamental. if I am previous investors surely I won't sell at this point too
comparing with YSPSAH, there are more room for profit taking with price gap up 10% at least in corresponse to improved EPS, need to be more careful there although uprise to another level probability is also decent there.
@SincereStock, soon you will be in the top 30 shareholder list, keep it up....... btw, not able to view chenjian sifu review link that you shared.........
sold most of 5.30-5.31, only keeping a few (12 june 2024, 11.24am), decided to take extra precaucious due to diesal subsidy card has limit, might affect operation cost of DKSH
bought back some at 5.40 (13 june 2024, 10.02am), seems like I might have be over concern about diesal subsidy card
quote from source below “Any sector that qualifies for the subsidies and has reached their limit can discuss with the government. If there is sufficient data to show this, we can help them,” he said.
great choice. Saw announcement they just sign an agreement on healthcare sector. If they can hold on to consumer sector and keep expanding healthcare sector which is higher margin, that is a big win
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
All_in_2021
203 posts
Posted by All_in_2021 > 2023-08-29 17:15 | Report Abuse
Getting lower