Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 weeks ago | Report Abuse

33.340

Volume 47,600
VWAP RM 33.217
Change 0.700 (+2.1%)

Value RM 1,581,144

Posted by pang72 > 3 weeks ago | Report Abuse

MULTIEVER

Today, never ever feeling that blessed once before.

been buying and hold these F&B PLC since 2022

F&N APOLLO DLADY.

"Our favorite holding period is forever" - Warren Buffett
Such a miracle journey, may our investment long reign!

2 hours ago

I LOVE YOUR PORTFOLIO

Posted by pang72 > 3 weeks ago | Report Abuse

MULTIEVER

remember those sifu-sifu make SELL call on these stock back in 2022-2023.
wonder if they still doing good or not until now. i hope they doing well too. cheers

2 hours ago

JAPANESE DOMPEILEE OLD LADY IS NOT SIFU..
SHE IS FAMOUS GAMBLERS ALL OVER THE WORLD...
I DOUBT SHE IS DOING GOOD IN GAMBLING FOR EARNING PEANUTS OF FEW HUNDRED RINGGIT THEN LOSE THE HUGE PROFIT OF FEW HUNDRED THOUSANDS

Posted by pang72 > 3 weeks ago | Report Abuse

Learn from 3iii for holding DLADY from $24 to $60...
You will be the great sifu than any other called himself as Sifu

Posted by pang72 > 3 weeks ago | Report Abuse

Let's dlady showing the $200 profits slowly in p&l

Posted by pang72 > 3 weeks ago | Report Abuse

Up 2c.... Hihi

Posted by KingKKK > 3 weeks ago | Report Abuse

CONSUMER Sector (KingKKK) - Unveiling Potential Q2 Stars: APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-06-story-h-184609490-CONSUMER_Sector_KingKKK_Unveiling_Potential_Q2_Stars_APOLLO_DLADY_SPRIT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 weeks ago | Report Abuse

Dutch Lady - FY23 – End with a Strong Numbers

kltrader
Publish date: Wed, 21 Feb 2024, 05:07 PM
Maintain BUY (TP: RM27.00). Dutch Lady's (DLM) FY23 core net profit jumped by +26.4% YoY to RM131.5mn (excluding transition-related one-off costs of RM59.1mn), which is above our expectations, accounting for 132%. The deviation from our expectations was mainly due to lower-thanexpected operating costs, primarily driven by low raw material as well as distribution and marketing costs. DLM's 4QFY23 core net profit surged to RM54.7mn (+55.9% QoQ), driven by a softening in dairy raw materials prices, lower other operating costs, and a lower effective tax rate. We are positive on DLM's outlook, underpinned by robust demand for dairy products, stabilizing dairy raw material costs, and improving operational efficiency. We maintain our forecast at this juncture, with a BUY call and TP of RM27.00, based on DDM valuation (WACC: 7.5% and TG: 1.5%).
Key Highlights. DLM’s 4QFY23 revenue fell to RM364.5mn (-2.2% QoQ, 0.8% YoY) primarily due to an unfavourable product and channel mix. However, core net profit surge to RM54.7mn (+55.9% QoQ, +119.6% YoY), driven by softening in dairy raw materials prices, effective cost containment (especially promotional expenses) and a lower effective tax rate of 12.9% (-20.7 ppts QoQ). Consequently, the core net profit margin increased to 15% (+5.6ppts QoQ, +11.5 ppts YoY).
Earning Revision. Maintain forecast at this juncture.
Outlook. We are optimistic on DLM for its stable revenue growth driven by consistent demand, stabilizing dairy raw material costs, and improving operational efficiency. Dairy raw material prices have been trending downwards since reaching their peak in mid-2022 (dropping by c.30%-40% for skim and whole milk powder prices), and we project prices to remain at their current lower levels. Additionally, DLM demonstrates its capability to manage rising costs through price adjustments, thanks to its strong brand equity in the market.
Source: BIMB Securities Research - 21 Feb 2024

Posted by troy88 > 3 weeks ago | Report Abuse

The comeback story continues for Dlady. Congrats to those who picked up when the stock was beaten up last year

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 weeks ago | Report Abuse

After the sharp rise, profit taking activities appear.

Posted by pang72 > 3 weeks ago | Report Abuse

Posted by dompeilee > 5 days ago | Report Abuse

Posted by dompeilee > 2023-01-17 14:51

After selling off my DLady @ $64.32 in Oct '18 ,seeing the evidence of increased milk competition in the supermarkets, I re-entered my long position $18.90 cheaper than my original cost in Nov '13 recently(below $30)

SOLD @ $33.52, after enduring a nearly 33% fall in the course of holding, preserving a 100% WIN record on Dutch Lady!!!🤗


AGREED! REVERSE INDICATOR STILL WORK NOW

Posted by pang72 > 3 weeks ago | Report Abuse

This dompeilee old lady sold YTL at 95c..
Then, condemn malaysia tak boleh lah.... Corruption la.. Move to Japanese...
Later, buy back $2.50.......

Dlady sold at $33.52, now $34.46 immediately lose $1..
I will wait for this Japanese old lady buy back at $60

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

34.500

Volume 217,300
VWAP 34.459
Change 1.140 (+3.4%)

Trade Value 7,487,918

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

Price has risen a lot over last 2 weeks.

pang72 is bullish
calvintaneng is bearish

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

For every transaction, there is a seller and there is a buyer. The seller thinks the share price will go down in future, the buyer thinks the share price will go up in future.

The rational investor, analyses the business of the company and comes to an intrinsic value for this stock. Then he/she acts accordingly, and to him/her, rationally. :-)

Posted by pang72 > 2 weeks ago | Report Abuse

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Price has risen a lot over last 2 weeks.

pang72 is bullish
calvintaneng is bearish

11 minutes ago

JAPANESE OLD LADY DOMPEILEE IS BEARISH TOO

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

33.120
Volume 22,000
VWAP 33.436
Change -1.000 (-2.9%)
Trade Value MYR 735,596

Posted by pang72 > 2 weeks ago | Report Abuse

Wait for japanese reverse indicator come before moving up

Posted by pang72 > 1 week ago | Report Abuse

Japanese reverse indicator dompeilee doesn't comment even Drop till $33.10?
Oldlasy just doesn't wanna help because she worry will up $1 after comment :)

Posted by pang72 > 1 week ago | Report Abuse

$60 still intact..
Susu LEMBU is easy source of protein for out young children

Posted by dompeilee > 1 week ago | Report Abuse

pang72's susu sudah BASI!WahaHAHAHAHA!!!🤣🤣🤣📉💸

Posted by pang72 > 1 week ago | Report Abuse

dompeilee

11,888 posts

Posted by dompeilee > 5 hours ago | Report Abuse

pang72's susu sudah BASI!WahaHAHAHAHA!!!🤣🤣🤣📉💸

REVERSE INDICATOR IS OUT HUR..
SO, JAPANESE HAMSAP ATOK TAK SUKA OLD LADY THEN YOU RUN OVER TO MALAYSIA

Posted by pang72 > 1 week ago | Report Abuse

Japanese reverse indicator dompeilee come..
Immediate reverse from down to up..
This is the mother of great reversing signal...
31.60 to 32.30...up 74c in a day:)

Posted by dompeilee > 1 week ago | Report Abuse

Easily the MOST SATISFYING DAY of my investing LIFE!!! HAHAHA!!! Naim is finally finally in the 💰💰💰BLACK💲💲💲 after I first started to pump in rescue capital last year to save the 5,300 shrs bought above $1.50 in 2015 & 2016!!!

Not only did I SELL my 7-month old investment in Tokyo-listed Seikoh Giken @ ¥1,863 after buying for ¥1,318 last yr & earn over $1,400, but my endurance marathon in NAIM finally pays off with the price SURGggginggggGGGG past $1 & my avg cost of 94c!!!!!!!!!🤗🤗🤗 PLUS pangsai72's susu basi is STILL below my EXIT of $33.52 !!!!😍😍😍🤣

Posted by pang72 > 1 week ago | Report Abuse

Last Price

32.32

Today's Change

+0.76 (2.41%)

Day's Change

31.64 - 32.70

Trading Volume

168,100

Posted by pang72 > 1 week ago | Report Abuse

Hello, here is for Dutch lady...
Nobody interest on Japanese old lady dompeilee :)
Shame on you

Posted by pang72 > 1 week ago | Report Abuse

This reserve indicator dompeilee is worked well in all stock recently proven..
32.96 up 64c...

Posted by pang72 > 1 week ago | Report Abuse

This old lady is more worst than rr88....
Rr88 is not so reverse...
Dompeilee is queen of reverse...

Posted by pang72 > 1 week ago | Report Abuse

dompeilee

Easily the MOST SATISFYING DAY of my investing LIFE!!! HAHAHA!!! Naim is finally finally in the 💰💰💰BLACK💲💲💲 after I first started to pump in rescue capital last year to save the 5,300 shrs bought above $1.50 in 2015 & 2016!!!

Not only did I SELL my 7-month old investment in Tokyo-listed Seikoh Giken @ ¥1,863 after buying for ¥1,318 last yr & earn over $1,400, but my endurance marathon in NAIM finally pays off with the price SURGggginggggGGGG past $1 & my avg cost of 94c!!!!!!!!!🤗🤗🤗 PLUS pangsai72's susu basi is STILL below my EXIT of $33.52 !!!!😍😍😍🤣

19 hours ago


REVERSE INDICATOR 33.46 LO

Posted by dompeilee > 1 week ago | Report Abuse

HAH! Susu pang72 turning SOUR & basi...STILL BELOW MY EXIT price & now below loser pang72's cost! 🤣

Posted by pang72 > 1 week ago | Report Abuse

Day traders in Dutch lady by Japanese lady dompeilee ?
A very funny move lo...

Posted by pang72 > 1 week ago | Report Abuse

You can shout 365days in dlady if you like..
I know Japanese lady still drink my susu at home secretly

Posted by pang72 > 1 week ago | Report Abuse

Drop 62c then panic..
Japanese old lady dompeilee is 60 years in stock market... Still panic 62c drop?

Maybe want to act like kids 10 years old because can notvaceept 79 years old face

Posted by ttt > 1 week ago | Report Abuse

DLSB will reach RM 80 eventually.

Average PE 27x X RM 190 million / 64 million shares = RM80

Posted by ttt > 6 days ago | Report Abuse

milk prices was fluctuating during the 2020 - 2023 ,moving higher which resulted in sale of milk repricing to retailers. However, now milk prices (as a cost of goods sold) has come down a fair bit which will be positive for DLSB

Posted by pang72 > 5 days ago | Report Abuse

Japanese old lady dompeilee,
You sold 33.50, today 33.84 day high...:)
Drink more Dutch susu.... Sell all your Japanese junk stock....

Posted by KingKKK > 5 days ago | Report Abuse

CONSUMER sector: Malaysia's Dividend Darlings? (KingKKK): Top 10 Stocks to Weather the Storm. APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-24-story-h-182882795-Malaysia_s_Dividend_Darlings_Top_10_Consumer_Stocks_to_Weather_the_Stor

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 4 days ago | Report Abuse

Dutch Lady Milk Industries is a Malaysia-based company that produces and distributes dairy products. The company?s products include infant formula milk, growing-up milk, ultra-high-temperature processing milk, pasteurised milk, sterilised milk, family powdered milk, low-fat and zero-fat drinking yoghurt, and fruit juice drink. The products are packaged and marketed in various formats under the brand Dutch Lady. The company primarily operates domestically, but it distributes some of its products to surrounding countries in Asia and Oceania. Dutch Lady Milk Industries is owned by Royal FrieslandCampina.

Posted by pang72 > 4 days ago | Report Abuse

Japanese old lady dompeilee wanna drinks cheap susu pun tak ada lo... 33.60..
Go back to Japanese drink your fake milk making by Fukushima nuclear waste water

Posted by dompeilee > 3 days ago | Report Abuse

Why some i diots still insist on staying here to su(k on susu basi is beyond me, while I CELEBRATE both Naim & Kuchai soaring to the heavenly blue empyrean! 🤗☝🤸
Oh btw, I took another Jipenis profit today...my TENTH in '24 & sixty-first since 2017...on chip stock Alps Alpine! 😊

Posted by pang72 > 3 days ago | Report Abuse

Who's care you earn what so ever Japanese stock because you bought 1000 stocks and stuck for 5 years almost all of them..
You can celebrate your profit for 2 stocks but suffering 998nstock in lost..
But still act like syiok Syiok face....
Japanese old lady very funny lo:)

Posted by pang72 > 3 days ago | Report Abuse

If you think dlady is out of your question., what the hell you are here to tell your Japanese fake story..

Posted by pang72 > 3 days ago | Report Abuse

I diaot.... Yeap

Posted by ttt > 3 days ago | Report Abuse

pang72 and dompeilee should exchange phone numbers and whatsapp each other

Posted by dompeilee > 3 days ago | Report Abuse

Posted by pang72 > 3 weeks ago

Selling YTL at 95c then buy back 2.50....

And, proudly presented by dompeilee from Japan


YTL touched $2.97 today! HAHAH!!! Not a bad move by me buying back @ $2.50-2.62, eh? Too bad you have been ejected from YTL & are now trapped drinking susuBASI!🤣

Posted by pang72 > 3 days ago | Report Abuse

$34 dlady..

Haha...

I diaot Japanese domestic

Posted by pang72 > 3 days ago | Report Abuse

...
.susu dlady.. The best selling susu in malaysia not japan

Posted by pang72 > 3 days ago | Report Abuse

Addicted susu...
Bopian...

YTL in sky high collapse risk... Only Japanese chasing high everyday

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 days ago | Report Abuse

34.200
Volume 90,900
VWAP 34.255
Change 0.760 (+2.3%)
Trade Value MYR 3,113,818

Posted by Up_down > 2 days ago | Report Abuse

The management doesn't give any details of oneoff costs in the annual report 2023. Is it costs of rellocation factory?