Posted by gemfinder > 2021-08-30 11:26 | Report Abuse

huat ahhhh . c u at rm8

Posted by Johnko > 2021-08-30 12:07 | Report Abuse

Can look for Muda, is undervalue

Posted by dompeilee > 2021-08-30 15:15 | Report Abuse

Some FREE advice for non clients...wait for T + 3 of heavy volume Fri & today if you wanna buy it back.

Posted by dompeilee > 2021-08-30 15:35 | Report Abuse

♪ ♫ ♬Welcome to the Hotel California...♬ ♭ ♮

Posted by gloveharicut > 2021-08-30 15:58 | Report Abuse

CIMB: BUY DKSH. Target RM5.30. Beat expectations on strong margins https://klse.i3investor.com/blogs/gloveharicut/2021-08-30-story-h1570635974-CIMB_BUY_DKSH_Target_RM5_30_Beat_expectations_on_strong_margins.jsp

Posted by investortrader88 > 2021-08-30 22:37 | Report Abuse

Top 25 shareholders own 86.94% of DKSH Holdings (Malaysia) Berhad


DKSH Holding AG
74.31%

Lembaga Tabung Angkatan Tentera (LTAT)
4.77%

Lemanik Asset Management S.A.
1.83%

UOB-OSK Asset Management Sdn. Bhd.
1%

Neoh Choo Ee & Company Sdn Bhd
0.9%

HMG Finance S.A.
0.59%

City of New York Group Trust
0.53%

Kim Ong Lim
0.36%

Bee Lian Khoo
0.28%

Meridian Asset Management Sdn Bhd
0.25%

Ong Ngo Tay
0.23%

Asia Humanistic Capital Inc
0.21%

Dynaquest Sdn. Berhad
0.2%

Woon Hwa Ten
0.16%

Teck Lin Ng
0.13%

Cheok Lian Kho
0.13%

William Tay
0.13%

Amerjeet Singh
0.13%

Hock Tiam Tay
0.13%

Ming Hing Sik
0.13%

Yau Chew Lee
0.12%

DBS Group Holdings Limited, Asset Management Arm
0.11%

Peng Seng Goh
0.11%

Rajesh Bhinder
0.11%

Lok Jee Wong
0.1%

Posted by Michael Kwok > 2021-08-30 23:14 | Report Abuse

Sell DKsh rm 4.30 above.Buy back after 10-15 percent correction.

Posted by firehawk > 2021-08-31 23:05 | Report Abuse

glad to hear a more honest voice :-)

Posted by MK76 > 2021-09-01 06:06 | Report Abuse

nice nice move dksh. will not sell and keep you for one year. Huat ah

Posted by dompeilee > 2021-09-01 10:06 | Report Abuse

The SQUEEZing of contra gamblers proceeds...

Posted by wallstreetrookie > 2021-09-01 11:53 | Report Abuse

@dompeilee Do you have Instagram?

Posted by Mr.Sm Invest123 > 2021-09-01 18:20 | Report Abuse

发布于 2021年09月01日 15时46分 • 最后更新 2小时前 • 报导：雷洁敏
方案集团携手利直南　助政府加速新冠疫苗接种率

（吉隆坡1日讯）方案集团（SOLUTN，0093，创业板）和利直南（DKSH，5908，主板消费股）携手合作，协助政府加速新冠肺炎疫苗接种率，尽快把疫苗配送到卫生部营运的各个接种中心，并确保以安全可靠的方式处理疫苗。

方案集团周三发文告指出，利直南已被卫生部指定为处理中国康希诺公司（CanSino）的新冠肺炎疫苗物流和分销商，该款名为“克威莎”（Convidecia）的疫苗将被配送至各个接种中心。方案集团子公司Solution Biologics私人有限公司是康希诺在东盟的独家经销商和生产合作伙伴，也打算与利直南合作，向私人领域供应克威莎疫苗

Posted by VTrade > 2021-09-03 08:42 | Report Abuse

How much the project earn ? Any amount?

Posted by dragon328 > 2021-09-03 13:01 | Report Abuse

Typically DKSH would try to get a gross margin of around 7% from distribution. Assuming a cost of RM150 per dose of CanSino vaccine, the company may get a gross margin of RM10.50 from distributing 1 dose of vaccine. For 1 million dose, the gross margin would be over RM10 million.

Posted by dragon328 > 2021-09-03 13:06 | Report Abuse

Anyway this vaccine distribution is just extra income to DKSH in this year and next. From its existing businesses, DKSH may already get about RM160-200m free cash flows or over RM1.00 per share a year. Assuming dividend payouts of 50% of free cash flows or 80% of net profit, that would be 50 sen dividend steadily every year.

For a 7.0% dividend yield, this stock should trade at RM7.00.
For a 5.0% dividend yield, it should trade at RM10.00.

Posted by VTrade > 2021-09-03 13:21 | Report Abuse

Today up many, aiya… musang u got more inner detail?

Posted by uptrending > 2021-09-03 14:03 | Report Abuse

Maybe reach next week

Posted by uptrending > 2021-09-03 21:19 | Report Abuse

How many are still holding?

Posted by gemfinder > 2021-09-04 17:57 | Report Abuse

Stil holding tight. Rm8 on d way

Posted by uptrending > 2021-09-04 21:35 | Report Abuse

Why 8

Posted by a11282879 > 2021-09-04 22:43 | Report Abuse

沒錯的話 應該是在10塊以上

Posted by uptrending > 2021-09-05 12:45 | Report Abuse

哗！有这么值钱吗？

Posted by uptrending > 2021-09-05 12:46 | Report Abuse

历史的最高是rm 9. 20

Posted by uptrending > 2021-09-05 12:47 | Report Abuse

明天limit up? :)

Posted by uptrending > 2021-09-05 15:29 | Report Abuse

Rm100 million free cash inflow over the last 6 months...

Posted by uptrending > 2021-09-05 15:42 | Report Abuse

Rm200 million free cash inflow per annum for a 157 million shares company, if use DCF @8% over 25 years with no terminal value, the present value is about RM14 per share.. :)

Posted by wallstreetrookie > 2021-09-06 21:18 | Report Abuse

Tomorrow DKSH might sustain its run given the surprise announcement regarding vaccine distribution. The core business remains profitable and shareholders will be rewarded in the short term. This is both a short and medium term play.

Posted by Foreign_Invest > 2021-09-09 10:29 | Report Abuse

stay strong, why keep falling. Some predict today will fall to 4...

Posted by MK76 > 2021-09-09 15:03 | Report Abuse

@foreign_invest - ok to fall to 4. More people bole beli. Last time I buy 3.50 n drop to 2.90. Now high 4.80 drop to 4 ok leh

Posted by Foreign_Invest > 2021-09-09 15:19 | Report Abuse

@MK76 last time 3.5 drop 2.9? since when u bought this? as long as the big player entered previously on 27 & 30 Aug still with us, the price will maintain 4.2 +-

Posted by MK76 > 2021-09-09 15:22 | Report Abuse

@foreign_invest - last year Dec. it shoot up few time to 3.7++ and hilang steam after tat. No take profit become paper loss. Hehe. Tat time many people say dksh no good.

Posted by MK76 > 2021-09-09 15:27 | Report Abuse

I won’t sell dksh. keep one more year. wan fight bonus issue.

Posted by wallstreetrookie > 2021-09-13 09:58 | Report Abuse

Still trading at 8x PE. how is this possible? You all need to buy more

Posted by wallstreetrookie > 2021-09-13 10:02 | Report Abuse

DKSH deserves double its book value. Just ate my breakfast with DKSH branded butter haha

Posted by wallstreetrookie > 2021-09-14 08:14 | Report Abuse

Are you all still holding DKSH/

Posted by stockraider > 2021-09-14 08:24 | Report Abuse

Go for it

Strong Growth mah!

Posted by wallstreetrookie > 2021-09-15 16:23 | Report Abuse

Buy the dip.

Posted by gemfinder > 2021-09-15 17:11 | Report Abuse

sold alll. thx

Posted by wallstreetrookie > 2021-09-20 09:16 | Report Abuse

Morgan Stanley's Slimmons: Sees value back on the table in the next quarter.
"And what I see is that value has made its way back up, but it’s still pretty cheap versus growth. Now I happen to believe that not only will value reprice back to where it normally is, but I think that the change in the tone out of the Fed could lead to a period where value outperforms growth for an extended period of time, the way it did in the ’90s."

Posted by dompeilee > 2021-09-20 09:59 | Report Abuse

If I didn't take the opportunity to SELL off ( which I did) when it was above 4.50, I would be a dead duck already...

Posted by dompeilee > 2021-09-20 10:02 | Report Abuse

Or rather...hv to wait another 5 years lol

Posted by stockraider > 2021-09-20 10:04 | Report Abuse

U wait until your grand mother come loh!

Posted by dompeilee > Sep 20, 2021 10:02 AM | Report Abuse

Or rather...hv to wait another 5 years lol

Posted by Foreign_Invest > 2021-09-20 10:14 | Report Abuse

price is attractive now

Posted by Najib Zamry > 2021-09-20 10:25 | Report Abuse

bought back some at RM3.93 .......

Posted by dragon328 > 2021-09-20 16:16 | Report Abuse

wow such a good bargain to load up more. A happy day indeed.

Posted by investorking2020 > 2021-09-20 18:49 | Report Abuse

The typical game for DKSH. Tiny trading volumes lead to big swings in share price immediately after somebody gets excited...and then it drops dead again. And the reason is that DKSH is not as well managed as some here try to make us believe. If there was a little more substance in the company, price had a chance to sustain a high base. But so it will drop to 3RM or below soon with a handful of trades a day. This stock is a good gamble every now and then, but by far not a decent investment for longer term.

Posted by uptrending > 2021-09-20 19:15 | Report Abuse

Those who were wrong in the past, will be wrong again... Just let time deliver the verdicts. :)

Posted by uptrending > 2021-09-20 19:38 | Report Abuse

Those who were right before would be right again! Bravo! :)

Again let time deliver the verdicts.. :)

Posted by Najib Zamry > 2021-09-20 22:12 | Report Abuse

Welcome back joker ……
investorking2020
41 posts
Posted by investorking2020 > Sep 20, 2021 6:49 PM | Report Abuse

The typical game for DKSH. Tiny trading volumes lead to big swings in share price immediately after somebody gets excited...and then it drops dead again. And the reason is that DKSH is not as well managed as some here try to make us believe. If there was a little more substance in the company, price had a chance to sustain a high base. But so it will drop to 3RM or below soon with a handful of trades a day. This stock is a good gamble every now and then, but by far not a decent investment for longer term.

Posted by dragon328 > 2021-09-21 10:33 | Report Abuse

No stock can keep rising forever. I did warn before that DKSH had risen too fast after the result announcement and profit taking would take place soon.

DKSH had risen for 10 days or so from RM3.00 to a peak of RM4.85 with total traded volume in excess of 15 million shares in the 2-week period. It then goes on a profit taking phase that runs into its 11th day now with about 5 million shares traded so far.

It is normal for a stock to give up 50% to 68% of the gain especially the gain was achieved within a short period of time. I see support levels at RM3.90 then stronger one at RM3.60.

Nothing has changed in its fundamentals, it is just that profit taking is flushing out weak holders who are impatient enough to hold for 2-6 months and enticed to take quick profit after the recent strong gains.