Posted by tonylim > 2014-03-05 08:56 | Report Abuse

Biasa

Posted by neohts > 2014-03-05 09:40 | Report Abuse

Temporary I'll - HOLD and wait and SEE
I won't BUY as the Ball is getting bigger and I don't want to be the last person holding the Heavy Ball.

Posted by Marvyn Choong > 2014-03-05 10:05 | Report Abuse

Maybe LTAT making gains from the few sen difference in price when they trade..

Posted by Marvyn Choong > 2014-03-05 10:07 | Report Abuse

neohts, I'm not too concern about holding too large a ball as my investments are relatively small compare to large major investors like u. (",)
Anything below RM50k can be easily absorb by major shareholders, I believe.

Posted by neohts > 2014-03-05 15:11 | Report Abuse

Why suddenly so little buyer.....and the price set so low. Sould have sell some this morning at $7.50

Posted by neohts > 2014-03-05 15:13 | Report Abuse

Will buy more if price drop below $7.10

Posted by neohts > 2014-03-06 08:43 | Report Abuse

Marvyn and Soosuan.......Beside DKSH, do you know LTAT is the major share holder of any other company ? Need to do some home work.
If LTAT can push up DKSH share so high. Infuture they can do the same with any other company they are holding.

Posted by Marvyn Choong > 2014-03-06 10:17 | Report Abuse

LTAT is a better fund managers compare to KWSP.
I have seen other companies held by LTAT, need to recall back.
Anyway, having said that, I don't really fancy listed entities which is heavily held and manipulated by institutions, because being minority shareholders, we are always at the losing ends.
That's the reason why I shy away from Berjaya groups, Genting, Maxis, etc..

Posted by neohts > 2014-03-06 11:09 | Report Abuse

What about Bursa and Aeon ?

Posted by Marvyn Choong > 2014-03-06 12:28 | Report Abuse

LPI and Aeon not bad. But I don't own any shares in the company.

Posted by neohts > 2014-03-06 12:52 | Report Abuse

DKSH I'll still hold but won't buy anymore. The risk is too high.
Sometime high volume but is actually changing hand. LTAT key in buy and sell at the sametime. Not for us to play. If fall below $7.20 I will think about it.

Posted by tjhldg > 2014-03-06 14:16 | Report Abuse

what price sell , 8 / 9 or 10 ?

Posted by neohts > 2014-03-06 16:07 | Report Abuse

Nobody can sell at the highest price....Good luck......buy somebody will be holding the highest price..cry.
Dividend - 1.4%
PE ratio - 15.2

Posted by Marvyn Choong > 2014-03-06 16:46 | Report Abuse

I estimate RM10 is the fair value, provided EPS is in tact at around RM0.50 for FY2014. Good luck all.

Posted by neohts > 2014-03-06 18:25 | Report Abuse

Close - RM7.67
NTA - RM2.84
Dividend 1.4% (less than bank FD)

I think at the moment fair value should be RM8
End of the year fair value RM10.00

Posted by calvintaneng > 2014-03-06 18:30 | Report Abuse

WOW! DKSH WAS ONLY 42 CTS IN YEAR 2009. UP 1,826% in 4 Short Years! HOORAY!

Posted by talkking > 2014-03-06 18:37 | Report Abuse

calvin sold for few cents profit...banyak kesian

Posted by calvintaneng > 2014-03-06 18:45 | Report Abuse

Yes! Of Course! But I Feel Good Picking Right Stock Lah! At Least Over The Years I Picked So Many Winning Stocks! I Still Have UMW at RM2.40 mah. It Is Of Utmost Important To Be In The 10% Or Less That Make Money In KLSE! HOORAY!

SEE THIS YEAR MY COMMENTS ON SILK, PBA, THE STORE, TAWIN, CYMAO, DUTALAND, GMUTUAL, RCECAP, HEXZA, PADINI & JAKS & ONE MORE GREAT ONE COMING SOON. WATCH OUT!

Posted by tjhldg > 2014-03-07 02:28 | Report Abuse

: )

Posted by neohts > 2014-03-07 07:58 | Report Abuse

Calvintaneng.......Do not buy more than 1 hand (5 stocks maximum). You can't monitor all the stocks.
Do you have any news on DKLS....another new stock below NTA.

Posted by neohts > 2014-03-07 08:00 | Report Abuse

DKLS - close RM1.64
DKLS - NTA RM3.29

Can someone help to check the back ground........DKLS could be another DKSH making ?

Posted by Marvyn Choong > 2014-03-07 09:38 | Report Abuse

Diversified is a dangerous game.. Careful..

Posted by susuan > 2014-03-07 09:50 | Report Abuse

Hi Neohts, sorry I dont know of LTAT being major shareholder of any other company. I read you are a long term investor, so I believe you have not sold DKSH yet?? Anyway, all the best to you and the other minority shareholders of DKSH!

Posted by Marvyn Choong > 2014-03-07 10:22 | Report Abuse

http://www.theedgemalaysia.com/personal-finance/256789-insider-moves.html

http://investing.businessweek.com/research/stocks/private/snapshot.asp?privcapId=11382943

Posted by neohts > 2014-03-07 11:02 | Report Abuse

Susuan.....my target is RM8.00.....will sell partial and keep the rest until year-end.
thinking of move some to BURSA - divident 16 cents.

Posted by tekken > 2014-03-07 11:03 | Report Abuse

today nice wave.

Posted by Marvyn Choong > 2014-03-07 11:04 | Report Abuse

neohts, I will hold to RM10. (",)

Posted by neohts > 2014-03-07 11:17 | Report Abuse

Susuan....read the 2 link from Marvyn Chong...very useful for future investment.

Posted by neohts > 2014-03-07 14:38 | Report Abuse

Susuan - based on Marvyn Choong the links.....OCK group and TSR Capital are related to LTAT.
When LTAT has make enough from DKSH, LTAT shift it focus to OCK and TSR.
LTAT is also the major share holder of OCK and partner with TSR in big projects.

Posted by susuan > 2014-03-07 15:13 | Report Abuse

Thanks, Neohts! I think my target is RM10, same as Marvyn Choong's! I will be patient enough to wait till it reaches that level, barring any unforeseen circumstances like war etc.

Posted by Marvyn Choong > 2014-03-07 16:55 | Report Abuse

Oh no... There's no seller for DKSH...

Posted by neohts > 2014-03-07 16:55 | Report Abuse

I still can remember 1997....Repco, Hwa Tai and Union Paper...Maybe you all are still too young.

Posted by neohts > 2014-03-07 19:56 | Report Abuse

The buyer and seller could be the same person, trying to pass the ball to others but fail, so have to buy back at higher price.....no end....the game is getting more and more dangerous but interesting....sometime no buyer at all....how to support.....I've brought some Bursa just to play safe.

Posted by tjhldg > 2014-03-10 00:57 | Report Abuse

: )

Posted by hw0706 > 2014-03-10 10:18 | Report Abuse

dksh not moving

Posted by neohts > 2014-03-10 10:51 | Report Abuse

LTAT will buy back whatever they have bought 3 days ago. They will key in buy and sell at the sametime so that they can delay another 3 days before payment. Outsider like us very hard to buy or sell at good price.

Posted by neohts > 2014-03-10 11:48 | Report Abuse

I am checking on another company that LTAT is holding.....will let you all know later.

Posted by tjhldg > 2014-03-10 12:00 | Report Abuse

: )

Posted by cyprusysl > 2014-03-11 15:16 | Report Abuse

LTAT is holding Affin Bank if i am not mistaken... ;)

Posted by Marvyn Choong > 2014-03-11 16:19 | Report Abuse

TaoKaeNoi, a Thai Company that produces snack food, came to DKSH saying "We see how professionally you market Heinz ketchup, Campbell soup and Kelloggs cornflakes, and we want you to distribute our Thai products, in Thailand."

Posted by Marvyn Choong > 2014-03-11 16:23 | Report Abuse

DKSH CEO Joerg Wolle remarked, "We have a lot of negotiating power with the big retailers because we bundle the products. The big retailers ask for listing fees if you want to position your brand well. Since we might have 50% of the products that a retailer is selling, we have much greater negotiating power than each of the brands by themselves. We often get better trade terms than Nestle or Unilever even though they are giants."

This is the competitive advantage that Harrisons cannot compete.
I'm LONG on DKSH.

Posted by neohts > 2014-03-11 18:19 | Report Abuse

06/03/2014 - LTAT disposed 574,900 DKSH share ? again change hand

Posted by neohts > 2014-03-12 11:49 | Report Abuse

Susuan and Marvyn........please monitor OCK

OCK is exactly the same like DKSH

LTAT holding OCK share = 2.81% (36,505,300 shares)
OCK to move from ACE to Main board soon. (due to LTAT acquired more than 10% OCK shares)
LTAT has been buying and selling OCK share.....just the same way like DKSH.
OCK - Small paid up capital

OCK is LTAT next target.......just sharing....up to you all.

Posted by neohts > 2014-03-12 11:52 | Report Abuse

Sorry....LTAT holding 12.81% of OCK shares not 2.81% (Type error).
OCK will be the next DKSH

Posted by neohts > 2014-03-12 12:57 | Report Abuse

DKSH vs OCK

DKSH - LTAT holding 5.5% shares
OCK - LTAT holding 12.81% shares.

DKSH - Top 30 shareholder holding 90.12%
OCK - Top 30 shareholder holding 92.28%

DKSH paid up capital - 158 M shares
OCK paid uo capital - 259 M shares.

LTAT has been buying OCK and DKSH recently pushing up the price.

Posted by neohts > 2014-03-12 14:28 | Report Abuse

OCK provide support for Maxis, Digi, Umobile, Celcom, Ericsson, Nec, Alcatel, Huawei, ZTE, P1, YES, NSN, Smart Mobile and Axiata.

Posted by neohts > 2014-03-12 22:28 | Report Abuse

If LTAT can push DKSH share from below RM1.00 to RM7.70
I am sure LTAT can also push OCK share from RM0.90 to may be RM5.00 or RM7.00.
OCK planning to move to main board with the help of LTAT.
LTAT will provide a lot of projects from Malaysia Tentera to OCK.

Posted by neohts > 2014-03-13 14:07 | Report Abuse

Susuan....yes...I bought OCK since last Friday until yesterday. The lowest price I bought 0.795. The highest price I bought yesterday 0.91.
I have a feeling the way LTAT is doing exactly the same like DKSH.

Posted by Marvyn Choong > 2014-03-13 16:19 | Report Abuse

Gambate!

Posted by okdoke > 2014-03-14 13:21 | Report Abuse

Hi neohts...How is the financial result of OCK? Healthy company? any report from investment bank? kindly furnish info...interested in this co ( by the way any opinion on DKSH? scarry big volume today..i am still holding DKSH shares) thanks in advance