Posted by Marvyn Choong > 2014-04-14 10:10 | Report Abuse

Thanks Matrix6050...
Ya, I believe Neohts will be generous to share his findings here..
(",)

Posted by neohts > 2014-04-14 11:36 | Report Abuse

still checking

Posted by neohts > 2014-04-14 13:55 | Report Abuse

DKSH today big volume change hand at $8.69....1 go transactions.

Posted by neohts > 2014-04-14 19:37 | Report Abuse

LTAT is applying the same game in OCK with DKSH......Changing hand but slowly higher and higher.
31/3/2013 - Acquired OCK - 100,000
1/4/2014 - Disposed OCK - 23,200
4/4/2014 - Acquired OCK - 1,350,000
7/4/2014 - Disposed OCK - 350,000
8/4/2014 - Disposed OCK - 570,000

LTAT OCK share Balance - 36,409,400 shares = 12.78 %
LTAT manage to push DKSH share from less than $2.00 to $9.00 by continue changing shares.
Slowly OCK could be the same.

Posted by matrix6050 > 2014-04-14 20:55 | Report Abuse

neohts: besides looking at how LTAT play the games, do you look at the future prospect of the telco business for OCK?

Posted by matrix6050 > 2014-04-14 21:01 | Report Abuse

neohts: It is definitely good to see that the holding of OCK keeps increasing to more than 12.5% so that OCK can list on the mainboard. By the way, we can discuss this back in OCK thread. Thanks

Posted by matrix6050 > 2014-04-14 21:05 | Report Abuse

Marvyn Choong: LTAT still holding 5.61% of DKSH share, I myself believe that if without institution involved, the share price will not be going up that fast. If the counter fundamental is strong and you manage to buy at a great discount then with institution join in, it will be a bonus :) at least this is what I thought.

Posted by matrix6050 > 2014-04-14 21:11 | Report Abuse

Marvyn Choong: not to forget that LTAT need to give double digit return to the army :) Remember LTAT gave a record 16% dividend to the members? Can LTAT afford only 10% profit? I guess not. I believe it is something we can also be aware of besides just the fundamental, so that sometimes we will not stuck in the value trap that a counter might be projecting. It is good to always know more and benefit from it. Just my two cents

Posted by neohts > 2014-04-15 07:44 | Report Abuse

I'll buy back DKSH if it drop to $7.30 since I've already sold above $8.00.
LTAT currently hold less than 5% of DKSH.
Notice of Person Ceasing to be a Substantial Shareholder Pursuant to Form 29C of the Companies Act. 1965 - dated 27th March 2014.

I've bought some GLOMAC shares which you have given me a few month ago. LTAT is the major share holder and it start moving yesterday.
The list given by Wei Xin is very useful. We need to spend some time analyse.

Posted by neohts > 2014-04-15 07:45 | Report Abuse

My average price for DKSH less than $3.00 and sold more than $8.00.

Posted by Marvyn Choong > 2014-04-15 09:36 | Report Abuse

Yes, agree with Matrix6050.
And congrats Neohts for the DKSH move..

Posted by SHQuah > 2014-04-15 11:26 | Report Abuse

I'll also buy back if below $7.50

Posted by SHQuah > 2014-04-16 18:42 | Report Abuse

LTAT is behing Dsonic and OCK.....a lot of share changing hand recently.
DKSH fundamentally a very good stock........Will buy back later after making more $ from Dsonic and OCK.

Posted by kkteng70 > 2014-04-16 21:13 | Report Abuse

but DKSH is keep dropping since it hit 9

Posted by SHQuah > 2014-04-17 08:02 | Report Abuse

Rotation play...change counter

Posted by hiewan > 2014-04-18 14:19 | Report Abuse

10.00 down the road.

Posted by Laopeklang > 2014-04-20 15:40 | Report Abuse

sudden increase in revenue is due to sale of lands. any comment?

Posted by Marvyn Choong > 2014-04-21 09:41 | Report Abuse

Laopeklang, u are hoping that DKSH sell more lands this FY? Haha..

Posted by Laopeklang > 2014-04-21 21:38 | Report Abuse

non recurring revenue wasn't my evaluation on this company

Posted by Marvyn Choong > 2014-04-22 08:05 | Report Abuse

Laopeklang, yes, I do not look at one time gain too..

Posted by kkteng70 > 2014-04-22 15:56 | Report Abuse

why this counter keep dropping ?

Posted by hw0706 > 2014-04-22 16:09 | Report Abuse

normal lah up and down. when the selling done than upward again

Posted by kkteng70 > 2014-04-22 16:10 | Report Abuse

ok... can start collecting ?

Posted by jackson87 > 2014-04-22 16:55 | Report Abuse

Lim
Do u still hold dksh?

Posted by Marvyn Choong > 2014-04-22 17:04 | Report Abuse

Time to collect again..

Posted by omegacankill > 2014-04-22 20:25 | Report Abuse

no more lands to sell

Posted by lhtk > 2014-04-23 12:00 | Report Abuse

Looking at the RSI, can buy at this point. In the long term, this stock will go up. Anyone know what's the PE excluding the non-recurring gain from land sale ?

Posted by Marvyn Choong > 2014-04-23 12:11 | Report Abuse

EPS RM0.50 excluding land sales.

Posted by reachabbler > 2014-04-23 15:48 | Report Abuse

7.50-7.99 good price to collect.

Posted by 林俊松 > 2014-04-23 19:07 | Report Abuse

I bought back DKSH.
Charts shown the price fall into oversold region.
Might rally in coming few weeks.
=)

Posted by jackson87 > 2014-04-23 19:11 | Report Abuse

Lim
Welcome back

Kekekkekkee

Posted by lhtk > 2014-04-23 19:21 | Report Abuse

Top up today, averaging down. Pls go up ...

Posted by jackson87 > 2014-04-23 19:23 | Report Abuse

http://www.theedgemalaysia.com/business-news/286491-akpk-take-second-job-to-tackle-household-debt.html

Lim, akpk asked u to have more tuition classes
Rather than beli Saham

Kekekekeekke

Posted by forsight > 2014-04-24 01:48 | Report Abuse

Despite hitting a high of rm9, not a single share sold by Directors.

Posted by Marvyn Choong > 2014-04-24 09:21 | Report Abuse

Thank you forsight for sharing this piece of info. Personally I didn't sell any also as I believe it should worth more than 9..

Posted by 500plus > 2014-04-24 15:48 | Report Abuse

heard that the company lost a big foreign client recently and hence the drop

Posted by hw0706 > 2014-04-24 15:51 | Report Abuse

are you sure. proof

Posted by 林俊松 > 2014-04-26 21:42 | Report Abuse

I belive DKSH price should b a lot more than RM9~

Posted by 林俊松 > 2014-04-27 12:18 | Report Abuse

http://www.dksh.com.my/htm/619/en_MY/Products.htm

Posted by Marvyn Choong > 2014-04-27 23:00 | Report Abuse

DKSH business model is unique, consumers don't know how to value or price it. It's monopoly in the services it provides.

Posted by 林俊松 > 2014-04-28 06:18 | Report Abuse

Mayb DKSH volume is not big, some players can't buy in bulk.
Always see 3, 5 or 8 lots queuing to buy or sell only.
But, this definitely is a good share to invest~

Posted by Marvyn Choong > 2014-04-28 16:28 | Report Abuse

Waiting for opportunity to add more..

Posted by SHQuah > 2014-04-28 16:57 | Report Abuse

Closing number look nice but not real.
Will buy back some if touch $7.30

Posted by 林俊松 > 2014-04-28 18:58 | Report Abuse

Back to RM8!!!

Posted by SHQuah > 2014-04-29 07:31 | Report Abuse

Marvyn & 林俊松.....can you share with me a few good stocks which provide consistent good yearly dividend ?

Posted by Marvyn Choong > 2014-04-30 16:20 | Report Abuse

LPI
At RM17.00, the dividend yield is 4%.
EPS 2013 = RM0.9144
NAV = RM7.29

Posted by Marvyn Choong > 2014-04-30 17:12 | Report Abuse

DKSH
At RM8.10,
EPS 2012 = RM0.4932
EPS 2013 = RM1.1089
(Assuming the EPS less disposal of property is RM0.50)
PE 2013 = 16.2 (Still cheap...)
My estimated dividend for 2014 will be in the range of RM0.10, if less than that, don't hold me accountable. (",)

Posted by 林俊松 > 2014-05-02 12:09 | Report Abuse

DKSH push it up!!!

Posted by Hk Wong > 2014-05-02 23:45 | Report Abuse

Focus write on dksh

Posted by calvintaneng > 2014-05-02 23:48 | Report Abuse

Lim of Brunei,

Try to sell DKSH into strength when Tabung Haji push it up.

DKSH has run ahead of its fundamental. Its earnings do not justify its price rise any more