Posted by speakup > 2021-03-30 15:31 | Report Abuse

any reasons to buy dksh?

Posted by speakup > 2021-03-30 15:41 | Report Abuse

too quiet here in dksh. no sifus here. hard to make decision on whether to buy

Posted by amirsyam1001 > 2021-03-30 19:25 | Report Abuse

Buy at time it's too quiet. Sell it when it's too noisy.

Posted by Lioncity > 2021-04-02 07:49 | Report Abuse

Accumulate more at 2.99

Posted by trader8899 > 2021-04-18 14:30 | Report Abuse

DKSH likely to announce a 10sen dividends sooner than later.

Beneficiaries of strong sectors in play like Healthcare, Performance materials and Technology.

One of the distribution companies that record strong revenues and earnings during this covid-19 pandemic. What more when the government kickstart the Covid-19 vaccine distribution channels.

Potential strong earnings in the coming quarters.

I bought the at RM2.95 and expecting it to go up to RM3.50 in 6 months
Start selling if price is below RM2.80.
Invest at your own risk! Read all in the RESEARCH and NEWS and BLOG section.

Posted by investorking2020 > 2021-04-21 23:32 | Report Abuse

Surely, the cash situation and the company financials would not allow to pay such dividend. But remember that DKSH group is the main shareholder and probably needs to upstream cash. Lucky small shareholders are participating in this exercise. However, that does not change the general state of DKSH Malaysia and the problems. RM 3.50 appears to be extremely unlikely at the moment.

Posted by trader8899 > 2021-04-22 09:23 | Report Abuse

Just as expected. Dividend is at 10 sen. Not bad for a yield of 3.3% and potential upside to above RM3.50. Need to wait for coming quarters for good earnings. Sector in play now. Focusing on palm oil.

Posted by Hafid > 2021-05-26 08:01 | Report Abuse

for DKSH need to wait until rm2.00 is the best to enter. when i enter is at rm0.90 sen.

Posted by Bgt 9963 > 2021-05-26 09:07 |

Post removed.Why?

Posted by sapurakencana > 2021-05-27 21:03 | Report Abuse

Break record net profit 24mil. salute management!

Posted by sapurakencana > 2021-05-27 21:03 | Report Abuse

cash 122mil

Posted by firehawk > 2021-05-27 21:31 | Report Abuse

price has been depressed for some time, should wake up now!

Posted by Cakes Moon > 2021-05-27 21:52 | Report Abuse

Superb QR!!!

Posted by DreamHunter > 2021-05-27 21:55 | Report Abuse

ha ha ha

Posted by DreamHunter > 2021-05-27 21:56 | Report Abuse

yah loh

Posted by firehawk > 2021-05-28 09:28 | Report Abuse

waking up :D :D

Posted by investorking2020 > 2021-05-28 17:51 | Report Abuse

After past disaster, the expected moderate recovery. Same for all industry and does not say anything about DKSH management performance. Profit driven by the fact that promotional activities were very little and saved a lot of money. That is not sustainable and future profits will suffer. Btw, if you look at Cash, please do not forget to look at borrowings. Net cash is actually worse. Once people find out, the share price will drop dead again.

Posted by cktay > 2021-05-31 19:39 | Report Abuse

Cash 122m STB 355m LTB 257m
Net debt = 355-257-122 = 490m
Gearing = Net Debt / Equity = 490/693 = 0.7
Gearing is on the high side but not too bad!
In present low interest environment, it is sometimes good to borrow money cheap, as long as you can generate lots of income from it.
Revenue this quarter is highest ever, ascending EPS last 4Qs from 4.9s to 8.6s to 10.2s to 15.2s = 39s
PE ratio is 341/39 = 8.7
One thing not highlighted by many, is its Healthcare business. The two biggest pharmaceutical distributors in M’sia are Zuellig and Diethelm, both with cold supply chains
Zuellig is S’pore owned. Diethelm M’sia belongs to DKSH (M’sia)
For DKSH read https://www.dksh.com/global-en/home/healthcare/covid19-vaccine-distribution
Not sure govt will choose Zuellig or Diethelm or even both in the vaccination rollout for GPs
Even if the vaccine is free, the govt still have to engage distributors (logistics reasons). Can’t expect the GPs to collect themselves. These companies are able to reach the most remote towns in M’sia.

Posted by Moratorium > 2021-06-01 22:59 | Report Abuse

Hmm, vaccine distribution, news or rumours?
This company also got good Q result, unlike my MMC, no blockage by bankers due to call warrants. Hopefully can fly tmw

Posted by firehawk > 2021-06-02 15:55 | Report Abuse

should go higher than the other 2 peaks recently .....

Posted by Cakes Moon > 2021-06-06 12:29 | Report Abuse

Yes, the business model improve significantly.

Posted by MK76 > 2021-06-08 15:47 | Report Abuse

@moratorium - not surprising if true. dksh Thai distributing sinovac in Thai. If Malaysia gov need help to distribute vaccine to vaccine center, dksh boleh buat. X tau who will help gov distribute all vaccine

Posted by sapurakencana > 2021-06-08 18:15 | Report Abuse

dont ever depend on distribution of vaccine, be patient on it organic grow in F & B & healthcare business.

Posted by sapurakencana > 2021-06-08 18:24 | Report Abuse

Still remember why they willing to loan 450M to buy Auric Group.I still remember quite a number of reader blame the management decision.After 3.5 time,the company growth to another level. I hope management start another acquisition again during recession.

Posted by Moratorium > 2021-06-08 23:56 | Report Abuse

Thanks MK76 and sapurakencana.
I think this is a good company to hold for the long term. With or without vaccine distribution...

Posted by investorking2020 > 2021-06-09 18:02 | Report Abuse

DKSH is far off distributing any vaccine in MY. And even if so, it will not bring any big profits.

By right investors question Auric. If you look at how much cash was flushed down for this company, you will understand why. Unlikely it will pay off. Basically only served to plug top-line holes. Good news is that with no cash left in the pocket, it will be difficult for DKSH management to waste more investor's money soon.

Posted by Cakes Moon > 2021-06-15 13:07 | Report Abuse

Beginning of a new uptrend.

Posted by Cakes Moon > 2021-06-15 17:17 | Report Abuse

Hoot9e

Posted by Najib Zamry > 2021-07-09 15:53 | Report Abuse

NTA 4.32 , Dividend 10 sen per share Ex date : 21/7 , Very reputable company based in Switzerland…..cheap sales

Posted by Hafid > 2021-07-09 16:35 | Report Abuse

may be downtrend....to rm2.00

Posted by Najib Zamry > 2021-07-09 17:07 | Report Abuse

Anyone heard of privatisation news

Posted by Hafid > 2021-07-09 17:53 | Report Abuse

your source please

Posted by Bgt 9963 > 2021-07-10 09:02 |

Post removed.Why?

Posted by Cakes Moon > 2021-07-10 09:05 | Report Abuse

This is the bottom to catch the fish. Wait for a rebounce.

Posted by Najib Zamry > 2021-07-10 20:29 | Report Abuse

See you on Monday

Posted by Prashan Ram > 2021-07-12 09:54 | Report Abuse

quiet counter..dont expect to shoot up so soon..

Posted by Najib Zamry > 2021-07-12 11:28 | Report Abuse

should be back to RM3.00 anytime. Undervalued and solid counter.
10 send per share dividend ex date : 21/07.

Posted by Najib Zamry > 2021-07-13 11:52 | Report Abuse

Yes Back to Rm3. Target Rm3.20 by next week

Posted by investorking2020 > 2021-07-13 13:52 | Report Abuse

You must be dreaming, Najib! It is more likely that the price is dropping back below Rm3. There is just very little fantasy and substance in this company. While minimal purchases may at times move the price 3% up or down, no fundamental trend is yet seen. The company neither is particularly exciting, nor does it benefit from COVID, nor is it managed very well. There is simply no reason why the share price would be moving up.

Posted by Najib Zamry > 2021-07-15 22:13 | Report Abuse

Investstorking 2020 are you the one sold DKSH Rm2.80 to me AT Rm2.86 .? Tq Tq

More good news will come out.

Posted by interferens > 2021-07-16 11:36 | Report Abuse

Kenyataan Akhbar KPK 16 Julai 2021 – Keputusan Mesyuarat Pihak Berkuasa Kawalan Dadah Kali Ke-361 Berkenaan Pendaftaran Vaksin COVID-19

Kementerian Kesihatan Kesihatan (KKM) ingin memaklumkan bahawa Mesyuarat Pihak Berkuasa Kawalan Dadah (PBKD) kali ke-361 telah bersidang pada hari ini, 16 Julai 2021.
Mesyuarat telah bersetuju memberikan kelulusan pendaftaran bersyarat untuk kegunaan semasa bencana bagi dua (2) produk vaksin COVID-19 iaitu:

1. COVILO Suspension for Injection COVID-19 Vaccine (Vero Cell), Inactivated
Pemegang pendaftaran: Duopharma (M) Sdn. Bhd.
Pengilang: Beijing Institute of Biological Products Co. Ltd. (BIBP), China
COVILO merupakan vaksin yang dibangunkan oleh China National Biotec Group Company Limited (CNBG), Sinopharm, yang juga dikenali sebagai vaksin COVID-19 Sinopharm.

2. Janssen COVID-19 Vaccine Suspension for Injection
Pemegang pendaftaran: Johnson & Johnson Sdn. Bhd.
Pengilang: Janssen Pharmaceutica N.V., Belgium

Kelulusan pendaftaran bersyarat ini memerlukan maklumat kualiti, keselamatan dan keberkesanan produk vaksin tersebut dipantau dan dinilai berdasarkan data-data terkini dari semasa ke semasa. Ia bagi memastikan perbandingan manfaat-risiko (benefit over risk) bagi produk-produk vaksin tersebut kekal positif.

KKM akan sentiasa mempertingkatkan tahap kesihatan awam dalam memerangi wabak COVID-19 melalui perolehan bekalan vaksin yang telah dinilai daripada aspek kualiti, keselamatan dan keberkesanan oleh Bahagian Regulatori Farmasi Negara (NPRA) dan diluluskan oleh PBKD. Kerajaan juga komited untuk memastikan penduduk dewasa Malaysia mencapai imuniti kelompok (herd immunity) selaras dengan sasaran Program Imunisasi COVID-19 Kebangsaan (PICK).

TAN SRI DATO’ SERI DR. NOOR HISHAM BIN ABDULLAH
Ketua Pengarah Kesihatan Malaysia
16 Julai 2021

Posted by Najib Zamry > 2021-07-16 16:04 | Report Abuse

Good news for DKSH since DKSH is Johnson and Johnson agent

Posted by Hafid > 2021-07-18 13:22 | Report Abuse

DKSH manufacturers of medical devices, disposables, capital expenditure equipment, in vitro diagnostics, orthopedics, cardiac devices, wound care, hospital supplies, diagnostic imaging, ophthalmic, endoscopy, dental care and patient monitoring solutions. Some of our current clients include Alcon, Baxter, Johnson & Johnson LifeScan, Medtronic, Roche Diagnostics and Straumann.

Posted by Hafid > 2021-07-18 13:23 | Report Abuse

IT WILL DEFINTELY GOOD NEWS FOR THE COMPANY GOING FORWARD.

Posted by Najib Zamry > 2021-07-18 22:01 | Report Abuse

Tomorrow Monday is the last day to get 10 sen dividend per share

Posted by Najib Zamry > 2021-07-19 11:28 | Report Abuse

up up and away!!!!!!!

Posted by Najib Zamry > 2021-07-22 11:58 | Report Abuse

Happy to collect 10sen per share dividend. Waiting for good news to be out next month. RM3.20 by next month.

Posted by Najib Zamry > 2021-07-26 13:29 | Report Abuse

Good news!!!!!! Icapital Biz initiate buy DKSH at the latest report 26/7/21.

Posted by investorking2020 > 2021-08-02 23:49 | Report Abuse

Hi Najib, did you notice that only you seem to hear all these "good" news about DKSH?! I am sure you need some increase in share price to make a buck, but that does not make DKSH a better company. Short term, no good business for DKSH. By the way, Johnson & Johnson has many divisions, and the ethical pharma products are not distributed by DKSH. Hence, also for this vaccine no deal for DKSH. Stop dreaming, DKSH will make no money with COVID vaccines.

Posted by sapurakencana > 2021-08-03 16:59 | Report Abuse

Najib,may be you can look into their capability of supply chain,why all the western company authorise this company to distribute their product,or why local brand "planta" still authorise DKSH as their distributor until now?