Highlights
KLSE: DLADY (3026)       DUTCH LADY MILK INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
63.60   -0.30 (0.47%)  63.54 - 63.70  300
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Overview

Market Cap: 4,068 Million
NOSH: 64 Million
Avg Volume (4 weeks):15,958
4 Weeks Range:63.50 - 64.40
4 Weeks Price Volatility (%):
11.11%
52 Weeks Range:58.90 - 69.90
52 Weeks Price Volatility (%):
42.73%
Average Price Target: 65.65
Price Target Upside/Downside: +2.05

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2019 [#1]  |  25-Apr-2019
Next QR | Est. Ann. Date: 30-Jun-2019  |  28-Aug-2019
T4Q P/E | EY: 31.50  |  3.17%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 2.18  |  29.17
T4Q NP Margin | ROE: 12.33%  |  92.54%

Headlines

Date Subject
30-Apr-2019 Dutch Lady Milk Industries - Conservative Serving
26-Apr-2019 Dutch Lady Milk Industries - 1Q19 Results Miss
18-Mar-2019 Dutch Lady Milk Industries Berhad (KLSE) #FundamentalDaily014 - YAPSS
06-Mar-2019 PublicInvest Research Headlines - 6 Mar 2019
28-Feb-2019 Dutch Lady - A softer conclusion
28-Feb-2019 Dutch Lady Milk Industries - FY18 Within Expectations
28-Nov-2018 Dutch Lady - Milk it for all its worth
28-Nov-2018 Dutch Lady Milk Industries - 9M18 Dragged by Lower Sales
03-Oct-2018 Consumer - Waiting for an Impact
12-Sep-2018 Mplus Market Pulse - 12 Sept 2018
29-Aug-2018 Dutch Lady - Favourable first half
29-Aug-2018 Dutch Lady Milk Industries - 1H18 Broadly Within

Business Background

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.
Analyze this stock with MQ Trader system

  8 people like this.
 
tsc516 Either Epf or foreign fund is selling....
12/09/2018 11:13 AM
dompeilee SOLD 100 Dutch Lady @ 64.32...
16/10/2018 4:51 PM
3iii >>>>
stockraider Posted by stockraider > Sep 1, 2018 11:19 AM | Report Abuse X

YES THIS CONMAN TALK LIKE WARREN BUFFET....BUT PUSHING HIGHLY OVERVALUE "QUALITY STOCK" LOH....!!

REMEMBER WHATEVER "QUALITY"......THEY IS AN ISSUE OF WHAT IS THE PRICE AND VALUE U GET MAH ??

NEVER OVERPAY LOH....!!<<<<



Price behaviour of DLady


Before February 2012 < RM 10 per share

December 2012 > RM 35 per share

December 2012 to November 2015 RM 30 to RM 40 per share (range bound)

November 2015 > $ 40 per share

September 2016 > $60 per share

September 2016 to December 2017 RM 50 to RM 60 per share (range bound)

December 2017 > $ 60 per share

Today RM 63.40


Comments:

DLady saw its share price increased from RM 10 per share before February 2012 to RM 40 per share in November 2015.

Most of the rise in its price occurred between February 2012 (RM 10) to December 2012 (RM 35), a period of 11 months.

From December 2012 to November 2015 (almost 3 long years), its price traded range bound between RM 30 to RM 40 per share.

Its share price crossed above RM 40 in November 2015 and within 10 months, it rose to RM 60 per share in September 2016.

From September 2016 to December 2017, it traded range bound between RM 50 to RM 60.

It crossed above RM 60 in December 2017.



Question:

How can you benefit from investing in DLady for the long term?
20/10/2018 5:07 PM
dompeilee What I think is that many new brands of milk (Goodday, Nestle etc) are encroaching on Dutch Lady's market dominance & they may actually cut their dividend back to 2010-2011 levels.
21/10/2018 8:23 AM
5354_ QR 28th Nov? Why delay if good?
https://klse.i3investor.com/servlets/stk/3026.jsp
09/11/2018 3:21 AM
5354_ 3iii if talk history past is good. How abt those buying now? Why past good must repeat? Profit sure up?
09/11/2018 3:23 AM
enigmatic [Breaker of Speculative Investing] a stock like DLADY which gives RM2 div yearly is second only to godshare Nestle. DLADY's ROE 120 is also among the best in Bursa. You win by buying & holding it for years.
09/11/2018 11:34 AM
5354_ Last QR revenue drop meaning demand for DLady products drop? 63.96 still cheap?
10/11/2018 3:48 AM
tsc516 Dividend dropped, only declare rm0.90 this time
27/11/2018 5:51 PM
wkl1063 quarter out!
27/11/2018 5:56 PM
3iii Another good qtrly result announced.
27/11/2018 6:05 PM
3iii To date it has declared $1.10 + $0.90 dividends for the year.

At 63.50 per share, this gives a DY of 3.15%.
27/11/2018 6:06 PM
BN_better FD higher rate. Sell on news.
27/11/2018 10:03 PM
BN_better Revenue drop YOY. PH bad govn?
https://klse.i3investor.com/servlets/stk/fin/3026.jsp
27/11/2018 10:05 PM
dompeilee Dividend cut by 18% is already very bad news on its outlook...2day price dropped more than the dividend!
10/12/2018 5:26 PM
3iii Price 62.30 (10/12/2018)
Market Cap 4.05 Billion
ttm-EPS 1.88
P/E ttm 33.17


FY 2017

Income Statement

Revenue 1065m
Gross Income 401m
EBIT 228m
PBT 158m
PAT 118m

EPS 1.84





Balance Sheet

Cash 61.3m
ST Debt 0
LT Debt 0


AR 103.8m
AP 206.9m

Inventories 115.8m


Total CA 286.8m
Total CL 281.6

CR 1.02
Quick Ratio 0.61



Total Liabilities 290m
Total Equity 104m
Total Assets 394m




Cash Flow Statement

Funds from operations 43.2m
Net Operating Cash Flow 43.2m

Capex (16.3m)

Cash Dividends (179.2m)

FCF 27.5m
FCF Yield 0.68%.




30-9-2018

ttm-Revenue 1046.5m
ttm-PAT 120.1m
ttm-EPS 1.88
10/12/2018 7:58 PM
dompeilee Plunging below 60.00! Very happy I sold @ 64.32 even though I sacrificed the reduced dividend...
20/12/2018 10:26 AM
ongkkh Dompeilee, I observe you always make the right decision, you are really smart investor cum trader.
20/12/2018 6:05 PM
dompeilee It took me a long time to learn but I still do make mistakes...yet that is the nature of the markets, which can wipe out hundreds of millions if the investor is not careful! DLady just touched a new 52-week low of 58.90 (10,200 shares)...
21/12/2018 9:37 AM
ongkkh Dompeilee, i just sold it at 59.5 and 60 respectively, but rate it as lousy action as should sell it after ex-div. Please give comment more on this counter. Thanks.
21/12/2018 12:30 PM
enigmatic [Breaker of Speculative Investing] good to see rebound from Dutch Lady. After all, it ain't over until the fat lady sings...
28/12/2018 2:10 AM
fionayip 60.00 already, is time to keep eye on it
21/01/2019 5:56 PM
LouiseS EPS on decreasing trend in last few years, PE ratio very high at 32.4, the ROE at 90% and dividend yield at 3.29%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html
26/01/2019 12:51 PM
3iii Price has moved up recently. Any news?
29/01/2019 4:29 PM
RHB_ BIMB RM 65?
31/01/2019 3:22 PM
4444 PE 34 cheap?
20/02/2019 3:01 AM
3iii 10% YoY earning growth. Excellent results.
27/02/2019 6:30 PM
3iii FY18 core net profit of RM124.1m and full-year dividend of 200.0 sen came within our expectations. While sales may see limited momentum, the group could be poised to see some further expansion in margin on better milk powder prices. Upgrade to OUTPERFORM with a higher TP of RM67.94 (from RM64.10) as we increase valuation to 30.0x FY19E PER.

Source: Kenanga Research - 28 Feb 2019
28/02/2019 10:23 AM
stockraider Remember what warren buffet says " a fabulous company bought at optimistic high price can be a bad investment choice loh" !!
28/02/2019 11:06 AM
VWWong Nestle PE Ratio 52 compare to DLady PE 34. Anybody know why?
04/03/2019 5:32 PM
farisszuan should buy this?
05/03/2019 12:01 PM
moven00 Mana Gua punya dividend?!
08/03/2019 5:28 PM
enigmatic [Breaker of Speculative Investing] Don't let this distract you from the fact that DLADY was RM9 ten years ago today
10/03/2019 12:13 AM
YAPSS Day 14 of Fundamental Daily, YAPSS will be covering Dutch Lady Milk Industries Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #FundamentalDaily014

Click the on the link below to find out more:  
https://www.youtube.com/watch?v=fHEJxWbMOVI
17/03/2019 4:43 PM
laubehuit could profits be plowed back for expansion...still all silent on the dividend front
27/03/2019 11:47 AM
DickyMe Delisting soon
12/04/2019 3:18 PM
enigmatic [Breaker of Speculative Investing] Delisting? By whom? Any credible source? No?
19/04/2019 12:22 PM
experttanengyee Tan eng Yee really conman no1

Every mamak or road stall use Maggi mee....EVERY.conman no 1.

Milo 90% market.who where what data/person tell.

when a con job fail,tan eng Yee look ridiculous stupid on public eyes.

a lonely old man like this.spend time with human not online 24/7
25/04/2019 7:36 PM
ongkkh Calvin, moat...no mode
25/04/2019 9:04 PM
calvintaneng Dutch lady cannot be compared to Nestle as Nestle got 2 moats which are hard to assail

1. Milo.
Milo has captured 90% of the market for beverages

2. Maggie mee
Every mamak or road side stall use Maggie mee for frying
Also many with little time take Maggie mee for a quick bite
And bad times also force many to survive on basic Maggie mee

BUT Dutch lady has no such mode. In fact when times are very bad the very poor cannot afford to buy milk

So now that Dutch lady is facing declining profit the last support of dividend is artificial

After dividend ex already Dutch lady share price might crash

Better sell off all Dutch lady shares first thing tomorrow

Final decision is yours
25/04/2019 9:47 PM
brendonyeap Any of you will attend the AGM tomorrow?
25/04/2019 11:14 PM
laubehuit die lor...dividend down by more than 50%. outlook really bad!
26/04/2019 11:43 AM
dompeilee Sold my shares at above the current price almost exactly 5 yrs after buying them in Nov 2013, because I felt the lousy economy was going to drag milk demand down & the very strong competition from the likes of Goodday etc.

I missed out on a 90c dividend, but the reduction from 110c which I had received throughout my holding period vindicated my prediction & reason for offloading.

Now the 50c dividend confirms my suspicion !
26/04/2019 10:00 PM
dompeilee Still, I managed to proxy an old lady with 11k shares & got the very nice goodies for the fifth year in a row =)
26/04/2019 10:01 PM
镠公公 Dogpeilee
Stock: [EKOVEST]: EKOVEST BHD

Apr 17, 2019 4:05 PM | Report Abuse

No mercy dumping...all who bought from 62-65c 3 days ago all dun wanna pick up...all gambling only lol...casino wins!



Wakakaka
28/04/2019 11:16 AM
镠公公 Dogpeilee sifu

Stock: [EKOVEST]: EKOVEST BHD

Apr 17, 2019 3:38 PM | Report Abuse

I sold most of my Ekovest for 63.32c avg last week...within 5 days only, down -14%. Amitabha...
28/04/2019 11:17 AM
enigmatic [Breaker of Speculative Investing] interesting to see how markets reacts to the reduce in dividends. would people throw and cause the share price to plummet to RM50+ levels? or would people hold on and still believe in its value?
28/04/2019 2:34 PM
calvintaneng STUPID FOOL DUMBPUILEH BUYING HOLLAND GRANDMA AND GOT HIS MONEY STUCK

SO MANY GOOD POTENTIAL 2ND & 3 RD LINERS HE MISSED

REAL DUMB AND STUPID LIKE SENILE OLD HOLLAND GRANDMA
08/05/2019 9:31 AM
enigmatic [Breaker of Speculative Investing] better to be stuck in a profit making company than a loss making one.
12/05/2019 2:28 AM
James Ng https://klse.i3investor.com/blogs/general/207339.jsp
[转贴] [DUTCH LADY MILK INDUSTRIES BHD:从长远来看,由于品牌的实力以及对牛奶及其补充乳制品的良好性和营养价值的需求和认识的增加,前景仍然乐观] - James的股票投资James Share Investing
21/05/2019 12:19 PM


 

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