DKSH HOLDINGS(M)BHD

KLSE (MYR): DKSH (5908)

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Last Price

5.03

Today's Change

0.00 (0.00%)

Day's Change

4.99 - 5.09

Trading Volume

71,300

Price Target

A price target is an analyst's projection of a share's future price. 

Average Target Price, Price Call and Upside/Downside here are derived from Price Targets in the past 6 months.

Last Price

5.03

Avg Target Price

5.38

Upside/Downside

+0.35 (6.96%)

Price Call

0

SELL

1

HOLD

3

BUY

Date Open Price Target Price Upside/Downside Price Call Firm View Action
Discussions
7 people like this. Showing 50 of 2,147 comments

katara

good QR

2024-05-17 14:24

All_in_2021

anyone attended the AGM? any important points to take note of?

2024-05-22 09:15

donald770

With such good qr results ,the price is not completely reflected.

2024-05-22 15:58

Humble_Investor

4 points I noted from the AGM (note this is for info sharing only & is NOT guaranteed)
-Q1 2024 was good as announced
-Q2 should be good as April was good, with May tracking well
-2024 as a whole should be better than 2023
-Management will & is working towards maintaining higher margin % as in Q1

2024-05-22 21:46

Humble_Investor

Agreed with donald770, DKSH EPS is 70 sen but dividend paid is 17 sen (24% of 2023 profit). Should DKSH pays higher dividend like Harison & Amway or recently Apollo, the DKSH story will be different................. trust the days will be very soon........

2024-05-23 12:02

firehawk

Price laggards

2024-05-23 12:23

SincereStock

cut queue top up some more at 5.26 while price still lagging behind improved fundamental

2024-05-23 14:30

SincereStock

matter of time before bigger funds come here

2024-05-23 14:33

Humble_Investor

Very little floating shares. Top 30 shareholders holding 86% of shares.

2024-05-23 15:11

SincereStock

@Humble_Investor good thing, means price can easily go up or down here. with improved revenue and EPS, which likely to sustain, the direction should be very obvious already. I like this kind of situation, price lagging behind fundamental without much profit taking activity can be done by previous investors due to still lacking profit available to take in corresponse to improved fundamental. if I am previous investors surely I won't sell at this point too

2024-05-23 15:20

SincereStock

comparing with YSPSAH, there are more room for profit taking with price gap up 10% at least in corresponse to improved EPS, need to be more careful there although uprise to another level probability is also decent there.

2024-05-23 15:23

KingKKK

02-Jul-2024 DIVIDEND Final Dividend RM 0.1700
The stock has dividend of 17 sen ex-date is 2nd July

2024-05-24 09:05

SincereStock

top up a few more at 5.20

2024-05-28 09:35

SincereStock

top up a few more dksh at 5.22

2024-06-04 09:11

SincereStock

top up a few more DKSH with cash just unlocked from MESB, at price 5.25 - 5.27 (7 june 2024 9.52am)

2024-06-07 10:00

Humble_Investor

@SincereStock, soon you will be in the top 30 shareholder list, keep it up....... btw, not able to view chenjian sifu review link that you shared.........

2024-06-07 14:02

SincereStock

@Humble_Investor trust me I will never be, you can't imagine how bilis I am. top 30 is too too far fetched thought

as of the video, I think you need to join their fbgroup 1st
https://www.facebook.com/groups/chensroomopen

2024-06-07 15:58

SincereStock

top up a few more DKSH with cash just unlocked from ASIAPAC & SYGROUP, at price 5.29 (7 june 2024 3.55pm)

2024-06-07 16:02

SincereStock

@Humble_Investor just by noticing today total trade volume / acc value up tp now you can imagine how bilis i am already lol

2024-06-07 16:10

SincereStock

sold most of 5.30-5.31, only keeping a few (12 june 2024, 11.24am), decided to take extra precaucious due to diesal subsidy card has limit, might affect operation cost of DKSH

2 months ago

SincereStock

bought back some at 5.40 (13 june 2024, 10.02am), seems like I might have be over concern about diesal subsidy card

quote from source below “Any sector that qualifies for the subsidies and has reached their limit can discuss with the government. If there is sufficient data to show this, we can help them,” he said.

source: https://www.thestar.com.my/news/nation/2024/06/12/govt-focusing-on-targeted-diesel-subsidy-for-now-says-amir-hamzah

2 months ago

SincereStock

mistake to have sold some on 12 june 2024, glad it is not too late to bought back at 13 june with minimal costs

2 months ago

All_in_2021

great choice. Saw announcement they just sign an agreement on healthcare sector. If they can hold on to consumer sector and keep expanding healthcare sector which is higher margin, that is a big win

2 months ago

SincereStock

top up a few more dksh at RM5.27 (25 june 2024, 11.01am)

2 months ago

All_in_2021

all in?

2 months ago

SincereStock

wait for the reinvestment of dividend fund on 18 july 2024

1 month ago

SincereStock

@Humble_Investor thanks for sharing the good news

1 month ago

Humble_Investor

https://www.dksh.com/my-en/home/media/news Read all DKSH news update here

1 month ago

SincereStock

@humble_Investor thanks again~ dksh is indeed a well managed growth company

1 month ago

Humble_Investor

Happy Dividend Day to all Share Holders

1 month ago

keluarpattern

i just received rm 17 only. after buy kfc finish spend already. 😒😒

1 month ago

Humble_Investor

@keluarpattern, sikit2 lama2 jadi bukit 👍

1 month ago

SincereStock

@keluarpattern no worry just hold tight your 1 lot and enjoy your kfc. most of us bilis retailers here can buy back 0-3 lot with our dividend only. but there are many bigger / institutional investors out there. even if just 1% of the 3% given dividend coming back to the counter, that is huge enough to push this low volume counter at least back to it's pre ex date price already

1 month ago

keluarpattern

i want to buy more lot, but now price all jack up already. Last year i buy rm 4.6+ only.

1 month ago

SincereStock

@keluarpattern now fundamental a improved significantly compare to last year, especially recent QR

and what I see buyers and sellers so far are mostly retailers and being very patience in price bargains

1 month ago

bullvestor

Is this a good company

1 month ago

SincereStock

(吉隆坡30日讯)制造业有复苏迹象可带稳国内劳动市场,薪资调整加上第三户头(或称灵活户头)提款、国际游客回流,分析员看好消费领域前景,但提醒业者得了解婴儿潮和X世代、千禧一代(Millennial)和Z世代消费观的不同,因这将改变整个零售格局。

消费领域前景唱好
大众研究分析员今日在报告指出,消费支出的短期逆风还是柴油自由浮动及接下来将落实的燃油补贴合理化,但在更高可支配收入带动下,相信消费者情绪将逐步改善。

“我们认为,这些利好主要将惠及消费必需品,而不是非必需品,尤其宏观经济利空环绕、生活费攀升及市场对RON95燃油补贴合理化的担忧未散,这或造成对价格相当敏感的消费者‘降级’消费,或潜在惠及产品组合多元的利直南控股(DKSH,5908,主板消费产品服务组)。”

利直南控股 (DKSH)

评级:跑赢大市

目标价:5令吉85仙

产品多元可抵御价格敏感消费者转向低价商品的冲击,另外更高可支配收入也有利该公司,依据2025财政年每股盈利的7倍本益比,给予“跑赢大市”评级及5令吉85仙目标价,目前以6倍本益比交易,估值便宜。

quoted from source: https://www.klsescreener.com/v2/news/view/1366961

1 month ago

SincereStock

reluctantly sold a few DKSH at 5.100 (02 august 2024), still got a lot of DKSH stakes left, needed the cash to urgently top up discounted SYGROUP

1 month ago

SincereStock

sold a few DKSH throughout today (05 august 2024), for being 1 of the most resilent counter during today mini crisis, repositioning the cash to other more affected counters (mesb, sygroup, asiapac, prestar)

1 month ago

SincereStock

[22/8/2024 5:04 pm] SincereStock: sold some dksh (22 august 2024) to reduce stakes toward its qr. time for it to perform for its current good qr is running out and the expectation bar set for next qr is quite high to worth the risk

2 weeks ago

SincereStock

so so or just a little good QR (yoy wise), will keep my few remaining DKSH as of now and see how

2 weeks ago

Humble_Investor

DKSH has formed a strategic partnership with Alpro Pharmacy Sdn. Bhd., Malaysia’s largest prescription pharmacy chain to enhance medication access across Malaysia. August 30, 2024 – DKSH Business Unit Healthcare, a leading strategic partner for companies seeking to grow their healthcare business in Asia and beyond, has successfully entered into a strategic partnership with Alpro Pharmacy, the largest prescription pharmacy chain in Malaysia. This collaboration aims to increase access, through addressing affordability challenges, to essential medication for all patients nationwide. Moreover, this partnership enhances the well-being of Thalassemia patients, strengthens Malaysia’s healthcare landscape, and aligns seamlessly with Alpro Pharmacy’s vision and initiative of ONCOHelp – a one-stop center for cancer patients across Malaysia.

1 week ago

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