Posted by neohts > 2014-02-19 16:13 | Report Abuse

DKSH Resources (M) Sdn. Bhd is holding - 117,155.076 shares = 74.31%
LTAT is holding - 8,905,700 shares = 5.65% Both total up = 79.96%

If DKSH one day plan to go private, I hope the privatizaion price between $8.00 to $10.00

Posted by roti > 2014-02-20 10:16 | Report Abuse

What are the chances of going private? And why?

Posted by neohts > 2014-02-20 10:54 | Report Abuse

Denial of Rumours - Sometime Rumours is half true.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/167951

Posted by neohts > 2014-02-20 16:13 | Report Abuse

Everyone know that very soon DKSH will report a very good Q4'13 result.
Why sell ?......we should start accumulate more before announcement.

Posted by SHQuah > 2014-02-21 07:55 | Report Abuse

Yesterday bougth some at $7.14. Have confident coming Q4.13 and total year result very very good based on DKSH report.

Posted by SHQuah > 2014-02-22 13:20 | Report Abuse

There is very few foreign own company. Most of the foreign own company more than $10.00
DKSH is one of the best manage foreign own company. $7.14 can still consider very cheap.
I'll keep for Long term investment. I believe DKSH will touch $10.00 hopefully in 1 or 2 years.

Posted by neohts > 2014-02-22 13:33 | Report Abuse

I hope DKSH will be like AEON, Carlberg, BAT and GAB.
Company share mostly own by foreigner or head office.
More than 74% of DKSH share own by DKSH head office.

Posted by neohts > 2014-02-22 15:27 | Report Abuse

LTAT Acquired more DKSH share...now holding 8,840,000.
17/2/14 - Acquired 449,700
18/2/14 - Acquired 299,800
19/2/14 - Acquired 10,000

Posted by Marvyn Choong > 2014-02-24 10:57 | Report Abuse

Price is being beaten down for no reason.. Wish I can buy more..

Posted by neohts > 2014-02-24 16:19 | Report Abuse

Buyer is very patience, small time seller is very desperate.
At the end of the day, those who can hold and wait will be the winner. I also wish I could buy more.

Posted by SHQuah > 2014-02-26 11:11 | Report Abuse

Result should be out soon.....Expected to be very very GOOD.......so be patience.
Heng Ah......Ong Ah.......Huat Ah.

Posted by neohts > 2014-02-26 17:01 | Report Abuse

Not plan selling......I am going for long term.

Posted by neohts > 2014-02-26 19:55 | Report Abuse

Good News Q4 2013 and total 2013 result.

Q4'13 Revenue = RM1,270,421,000 Q4'12 Revenue = RM1,203,637,000
Q4'13 Profit = RM128,005,000 Q4'12 Profit = RM41,310,000
Q4'13 EPS = 81.19 cents Q4'12 EPS = 26.20 cents
Increase by 309%

Total 2013 Revenue = RM5,078,979,000 Total 2012 Revenue = RM4,724,726,000
Total 2013 Pofit = RM174,821,000 Total 2012 Profit = RM77,762,000
Total 2013 EPS = 110.89 cents Total 2012 EPS = 49.32 cents
Increase by 224%

Posted by neohts > 2014-02-26 19:58 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1549769

Posted by Hk Wong > 2014-02-27 05:58 | Report Abuse

Result out

Posted by wee888 > 2014-02-27 07:06 | Report Abuse

Must note out of the 110.89 sen, 70 are from extraordinary gain.

Posted by jasonor > 2014-02-27 10:35 | Report Abuse

so mean actual eps just rm 0.40?

Posted by neohts > 2014-02-27 10:46 | Report Abuse

If EPS = RM0.407 per quarter x 4 ......meaning that infuture 1 year could earn more than RM1.63 per year. Than very good.

Posted by bsngpg > 2014-02-27 11:36 | Report Abuse

Mr Neoh: u r the gatekeeper of DKSH. U knew that 0.4 is for 1 yr. Pls do not tease us.

Posted by neohts > 2014-02-27 13:51 | Report Abuse

http://www.theedgemalaysia.com/business-news/277637-hot-stock-dksh-rises-4-after-4q-results.html

RHB research house had issued an initial target of RM7.75 and secondary target of RM8.2 with a stop loss at RM7.10.
"Buy on rally continuation above RM7.30" say the report. If it can stay about RM7.30, RM8 per share wouldn't be a problem" he said.

Mohammad Ashraf bin Abu Baker, a technical analyst from RHN Research Institute, told theedgemalaysia.com that he was positive on the stock.

Posted by tjhldg > 2014-02-27 14:15 | Report Abuse

kikikikikii ...

Posted by neohts > 2014-02-27 19:19 | Report Abuse

LTAT Acquired more DKSH shares in open market.
20 Feb 2014 - 75,000 shares
21 Feb 2014 - 68,600 shares
24 Feb 2014 - 14,500 shares

Posted by Marvyn Choong > 2014-02-28 11:50 | Report Abuse

Wee888, how u calculate the 0.70EPS from one off disposal? From what I see, the liabilities (loan) are lower and almost zero debts, if take into account cash on hand and in banks. The biz is definitely growing with higher revenues.. NAV also increased to RM2.8491... Isn't it?

Posted by wee888 > 2014-02-28 19:07 | Report Abuse

I am illiterate in finance,was told 70 sen was gain due to disposal of assets.

Posted by Marvyn Choong > 2014-03-01 14:26 | Report Abuse

Q4 2013 result is out.
Summary is here.

EPS for FY 2013 is RM1.1089, compared to RM0.4932 in FY 2012.
NAV is RM2.8491.
Company revenue is increasing, net profits higher, and zero debts and lots of cash on hand.

Share price is RM7.22 now..

Meaning that, even if u buy at RM7.35, u are only paying RM4.50 for a share as RM2.85 is cash in company.

That's very cheap.. Estimated share price to hit RM10 by this year. That's my estimate. Don't sue me if it didn't.

Posted by Marvyn Choong > 2014-03-01 14:28 | Report Abuse

Just to add, the EPS of RM1.1089 is including one off disposal of a leasehold land contributing to RM0.61 in EPS.
The actual EPS excluding the one off gain from land sale will be RM0.4989 in FY 2013, compared to RM0.4932 in FY 2012.
It's still marginally higher.

At RM7.35, the PE ratio will be 14.73 only. For a cash cow company like this, it will easily worth more than PE 20, a target price of around RM9.978. This is how I arrive at RM10 estimate..

Posted by neohts > 2014-03-03 20:00 | Report Abuse

DKSH close = RM7.32 (3rd March 2014)
DKSH NTA = RM2.85

Dividend = 1.5% (Based on 2013 - 11 cents)
Estimated PE Ratio = 14
Projected 2014 EPS = 0.5238 (5% increase)
Recommendation : ???

Posted by neohts > 2014-03-03 20:19 | Report Abuse

Watch out for Ukraine Crisis / War.
Superpower - US vs Russia

Posted by wee888 > 2014-03-03 21:56 | Report Abuse

Don't think Ukraine crisis will affect this counter. Believe public float is very thin.

Posted by tjhldg > 2014-03-04 02:01 | Report Abuse

well done in red red sea

Posted by neohts > 2014-03-04 07:52 | Report Abuse

http://www.marketwatch.com/
US Down - 154 points. Europe yesterday all Down.

Obama warns Russia of costly sanctions over Ukraine
President says Putin will pay price of occupation of Crimea not reversed

Posted by Marvyn Choong > 2014-03-04 09:50 | Report Abuse

7.45 now.. I missed the top up at RM7 few days ago..

Posted by Marvyn Choong > 2014-03-04 10:02 | Report Abuse

If less NAV RM2.85, at current price of RM7.45, the PE is only around 9.2.
Still very cheap..

Posted by neohts > 2014-03-04 10:17 | Report Abuse

PE is based on EPS and not NAV.
NAV or NTA is Net Asset value....Actual worth.

Posted by Marvyn Choong > 2014-03-04 10:34 | Report Abuse

Neohts, u are right. Price per share RM7.45 is how much u pay for whole biz. NAV RM2.85 is the cash value of the assets of the company. RM7.45 less RM2.85 is the price u pay for the biz excluding assets.

Posted by neohts > 2014-03-04 11:04 | Report Abuse

How do you find BJToto....yearly dividend - 5.6% more than Bank FD.

Posted by neohts > 2014-03-04 11:05 | Report Abuse

Maxis Dividend - 5.7% not bad

Posted by Marvyn Choong > 2014-03-04 11:26 | Report Abuse

Toto have too many related party transactions which I cannot understand. Maxis was privatized with overseas operations but subsequently re-listed with only local operations at higher valuations, so I'm not interested.

Posted by neohts > 2014-03-04 11:47 | Report Abuse

Marvyn.......You got any good stocks to buy beside DKSH ?

Posted by Marvyn Choong > 2014-03-04 13:32 | Report Abuse

I seldom disclose the share I love, DKSH is exception. (",) neohts, u are the pro.. I'm just learning..

Posted by neohts > 2014-03-04 13:36 | Report Abuse

I want to put money in a few Basket.
Anything can happen anytime.

Posted by tjhldg > 2014-03-04 13:51 | Report Abuse

hehee ... :)

Posted by syedded > 2014-03-04 14:09 | Report Abuse

Buy n keep buying

Posted by Marvyn Choong > 2014-03-04 14:36 | Report Abuse

Berkshire Hathaway is a good company u can add anytime. If u can afford Share Class A, go for it. If not, Class B share will be a good alternative.

Posted by neohts > 2014-03-04 19:02 | Report Abuse

LTAT
25/2/2014 - Acquired 95,500 shares
26/2/2014 - Acquired 95,200 shares
27/4/2014 - Disposed 681,800 shares

Posted by Marvyn Choong > 2014-03-04 19:04 | Report Abuse

27/4/2014 ? Prediction?

Posted by neohts > 2014-03-04 19:57 | Report Abuse

sorry 27/2/2014 - LTAT Disposed 681,800 shares

Posted by neohts > 2014-03-04 19:59 | Report Abuse

Money Loundry - very dangerous.

Posted by Marvyn Choong > 2014-03-04 20:19 | Report Abuse

EPF practice the same in and out mechanism. Not sure why. Probably creating false impression of high trading volumes.. And at the same time providing good fees for investment banks?

Posted by tjhldg > 2014-03-05 08:45 | Report Abuse

aiya ... few so call fun manager handle epf share investment account ma , this may itchy itchy start beli , that may gatai gatai jual .... biasa la
05/03/2014 02:17