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KLSE: DKSH       DKSH HOLDINGS MALAYSIA BHD
Last Price Avg Target Price   Upside/Downside Price Call
2.75 3.00     +0.25 (9.09%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
24/12/2018 2.33 3.00 +0.67 (28.76%) BUY PUBLIC BANK Price Target News


Price Target Research Article/News (past 6 months)
24/12/2018  PUBLIC BANK DKSH Holdings (M) Berhad - Acquiring High-Margin FMCG Player



  6 people like this.
 
LuckyG continue over 1mil ringgit transaction value . good
18/01/2019 16:58
Najib Zamry still at accumulating stage!!!!!!!
18/01/2019 17:31
villa1668 Yes, looking forward double digits gain in a day very soon.
18/01/2019 23:32
Zenum Why volume so high this few days, price wont go up? maybe some1 is releasing slowly? but who got so many shares to release?

Najib Zamry still at accumulating stage!!!!!!!
18/01/2019 17:31
19/01/2019 01:12
value88 Once the Shariah-compliant funds finish disposing DKSH's stocks. Its stock price will recover to RM3, and subsequently to RM4 if market sentiment remains good.
19/01/2019 13:53
Najib Zamry I am just reading through Icapital rating. From the past few years until now, they have been advocating “ Cash in King. They hardly have buying call on any stock. But guess what. They have buy call on DKSH.
19/01/2019 22:18
LuckyG yummy
22/01/2019 09:16
stocking here it come. yummy yummy...
22/01/2019 09:24
Icon8888 https://klse.i3investor.com/blogs/icon8888/190994.jsp
22/01/2019 12:24
dnlt I hope they do a rights issue..That will be the opportunity to top up and remove the gearing concerns.
22/01/2019 13:09
Najib Zamry RIDE with the big funds and you will not go wrong.
22/01/2019 13:29
sapurakencana Dont ever hope the swiss company like DIgi, DKSH to issue right to cover debt,they are strong base company,increase in paid up capital only wil dilute their EPS,not worthy.Buy in at the right time.I still remember when 1997 DIgi IPO RM5 / share,1998 crisis Digi drop to RM2.85 nobody buy,year 2000 RM9.85,Year 2007 RM21 Year 2013 RM46.00.I did not mention DKSH will follow the same trend,but all the company hold by European like Guiness, Calsburg have a almost same business model.
22/01/2019 13:46
Hafid 2.40
22/01/2019 15:34
LuckyG yes yes yummy yummy
22/01/2019 15:38
stocking 2.48 sold some...thanks DK for the yummy meal
22/01/2019 16:30
dnlt Rights issue do not dilute if you subscribe ;). Furthermore this is for new expansion and not to pay for existing debts.
22/01/2019 16:30
sapurakencana Iprefer DKSH maintain at current NOSH 158mil.
22/01/2019 17:04
Najib Zamry strong run today........buy good stock will never go wrong
22/01/2019 17:18
tradeview https://klse.i3investor.com/blogs/tradeview/186736.jsp

called this 2 months back. DKSH is a no brainer
22/01/2019 21:45
paperplane Icon, your good friend oh
22/01/2019 23:25
factorrumour very smart, made announcement on thaipusam monday no trading day
23/01/2019 01:12
lazycat dksh mrkt cap only RM386.26m , but it proposed use RM480m to acquire another company?

right issue RM1 per share?
23/01/2019 03:15
moneykj https://klse.i3investor.com/blogs/AmInvestResearch/191099.jsp
23/01/2019 08:50
(S = Qr) Philip Comparing DKSH with another similar company Harrisons holdings I cant help but realize a few things:

1. both the companies are at a terminal value, the profits and revenues are both stagnating, with no growth triggers in place other than a population growth rate (and inflation rate). Basically, if you look at both companies, if you put inflation, GDP and interest rates into consideration, DKSH and Harrisions have basically been the same company. Stuck.

2. Both companies further exacerbate this by paying a huge amount of their profits as dividends. Your only play in buying these companies is not for the share price increase, but a measly 3.75% and 5.33%, as the money coming out as dividends show that they find no better way to invest in company growth.

3. There is however a silver lining. DKSH made an offer of 480 million for Auric. DKSH is punished by their debt fueled purchase of auric, and the market is punishing them as such. Whether this is unfair punishment, or a brilliant play, remains to be seen. I dont know how profitable the manufacturing of melange can be, or if DKSH can pivot its growth by doing VSS of unnecessary double entry of staff, but definitely doing something is better than doing nothing.

4. Anyone who buys DKSH just for a measly dividend is better off not investing in stock market. Anyone who buys a stock just because it seems lowly priced without understanding the long term effects of auric revenue/earnings generation is just a speculator.

Someone who can understand the logic of a company with a networth of 530 million paying 480 million for its value proposition growth in revenue and earnings in 5-10 years? Now thats called investing.
23/01/2019 14:42
qqq3 good analysis 1015....

DKS, Harrisons, Unilever.....old model unable to generate growth already....It either adapt or slow death for them....


old marketing is dead......everyone needs new marketing....
23/01/2019 15:20
TM1166 The price will just go up...
23/01/2019 16:28
LuckyG Sure it will
23/01/2019 18:36
PotentialGhost If right issue 481m to buy a PE 23 company and no guarantee profit you guy will know what is gg , mean year return only 4.3% , put your money in bank more better .
23/01/2019 21:27
(S = Qr) Philip maybe yes maybe no, do you know how much auric earned in singapore the last 10 years growth? if you do know its a simple of addition and subtraction and estimation. In either case private limited companies dont normally show their P&L to just about anyone,

maybe potential ghost knows how much auric 5 year equity growth is worth and can share the info to i3 community? I'm sure you have read through it extensively right?
23/01/2019 22:45
lazycat snake telan oliphaunt , sure right issue , no bank will loan them 480m for this acquisition.

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5908

if they successfully get loans from banks , 4-5% interests of 480m every year already equal to 40% of their current annual profits.

auric pacific? scs butter , buttercup spread? business very competitive , profit margin sure low.

myb the management know better and somethings i not aware of , but i just don't see the benefit of this acquisition..

major shh 74% and institutional funds 18% , only 8% is hold by public , so.. any right issue probably will get approve.
24/01/2019 00:19
cheoky Low free float. Post big holder clearance, any positive news should bring dksh north up. Dksh is deeply entrenched in msia retail.
24/01/2019 16:05
villa1668 Look like a bit hard to go up, because of low margin, people no interested?
25/01/2019 09:10
sapurakencana Becareful Stockbit strong recommanded RM1.80
28/01/2019 15:05
sapurakencana Pls take note due to the DKSH holding company & institution investor already hold more than 75% of paid up capital,i guess there are only 40000 Lot (1000/lot) flouting / trading in the Market.
28/01/2019 15:21
sapurakencana Now everybody concern about loan 485 mil to acquire Auric Pacific,if from the holding company point of view,if this acquisition is worthy to growth their asia business,they dont mind to invest large amount at the right time.2.If we convert RM485mil into swiss dollar,it only 120mil.For holding company share price Swiss 72 dollar(RM300 per share),this capital expenses only 10 persent of its annual revenue. This happen to Digi when Digi Swiss (Holding) ciompany acquire majority share from Berjaya,less than 5 years ,the return is few 100% from the original investment. Reconsider before invest.take your own risk
28/01/2019 20:59
cheoky Need to retrench and reduce cost during integration. At least no cash call
07/02/2019 13:47
firehawk From the circular to shareholders,
Estimate PAT Auric Pacific(M) for 2018 ~ 25m
DKSH buying price = 485m
Estimate return of investment = 25/485 = 5.15%

DKSH funds the buying cost entirely by bank borrowing, bank interest would eat up almost all the profit .... in near term, also facing risk of good will /impairment ....

may be the expansion is good for long term .....
08/02/2019 22:57
Hafid who know what Auric Pacific is doing
11/02/2019 12:33
cheoky But I know definitely lippo group is short of cash recently. The seller... Hopefully is a bargain picked up by dksh.
11/02/2019 22:59
sapurakencana now everybody keep on goreng cents counter ignor DKSH very sad.
14/02/2019 15:50
Najib Zamry DKSH result will be out anytime with final dividend announcement. Stay tune.
15/02/2019 10:10
LuckyG sold . ty
15/02/2019 15:24
Icon8888 I thought we are supposed to wait for 4 ?
15/02/2019 15:30
LuckyG volume very thin .
15/02/2019 21:39
cheoky Keep for wife n daughter. More they shop more they earn with dksh.
17/02/2019 12:03
moneykj Wow
20/02/2019 15:09
sapurakencana DKSH will back to RM3 soon because look like no resistant between RM2.60-RM3.20.Plus if quarter result OK and EGM approved Auric Pacific,this is the bonus for this counter.Still remember what i said RM486 mil is a peanut in the eye of DKSH holding.They are eyeing economic boom in 3 year time.
20/02/2019 16:15
BowlingCosmo understood. will keep a close watch on dksh
20/02/2019 16:18
myuptownboy wow... something big is coming!
21/02/2019 11:05
moneykj Rm3 before q
21/02/2019 11:21

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