Highlights
KLSE: DLADY (3026)       DUTCH LADY MILK INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
67.00   +2.40 (3.72%)  64.98 - 67.00  10,700
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Overview

Market Cap: 4,289 Million
NOSH: 64 Million
Avg Volume (4 weeks):69,588
4 Weeks Range:61.22 - 67.00
4 Weeks Price Volatility (%):
100.00%
52 Weeks Range:54.00 - 67.00
52 Weeks Price Volatility (%):
100.00%
Average Price Target: 56.47
Price Target Upside/Downside: -10.53

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2017[#3]  |  28-Nov-2017
Next QR | Est. Ann. Date: 31-Dec-2017  |  28-Feb-2018
T4Q P/E | EY: 31.88  |  3.14%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 2.4  |  27.92
T4Q NP Margin | ROE: 12.61%  |  87.58%

Headlines

Date Subject
29-Nov-2017 PublicInvest Research Headlines - 29 Nov 2017
29-Nov-2017 Dutch Lady Milk Industries - 9M17 Below Expectations
19-Nov-2017 子母牌会再涨?
14-Nov-2017 Mplus Market Pulse - 14 Nov 2017
07-Nov-2017 Dutch Lady Milk Industries - Standing Firm
23-Aug-2017 Dutch Lady - Cost Push Factors
28-Apr-2017 Dutch Lady Milk Industries - Pinched by Costlier Commodities
28-Apr-2017 Mplus Market Pulse - 28 Apr 2017
02-Mar-2017 DLADY Analysis File – FY16 Q4 - L. C. Chong
01-Mar-2017 Mplus Market Pulse - 1 Mar 2017
01-Mar-2017 Dutch Lady Milk Industries - Broadly Within

Business Background

Dutch Lady Milk Industries Berhad is engaged in manufacturing and distributing of a range of dairy products and fruit juice drinks, such as specialised powders for infant and growing children, liquid milk in different packaging formats and yoghurts. The Company markets these products under various brand names, such as Dutch Lady, Frisolac, Friso, Completa and Joy. During the year ended December 31, 2010, the Company launched Dutch Lady Growing-up Milk 6+, a milk powder. During 2010, the Company launched Dutch Lady UHT Kid and School. Dutch Lady Kid is formulated for the nutritional needs of children of ages 1 to 6 years old, in a 125 millilitres tetra pack. Dutch Lady School is for children of ages 6 to 12 years old in 200 millilitres tetra packs.
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  7 people like this.
 
Dakewlest I want to buy, is it expensive now?
24/09/2017 14:41
Freddie Kkc If this company plan goin up, target price rm7
24/09/2017 18:12
Dakewlest Finally bought some. Last year div was RM2.20 right?
25/09/2017 12:41
Freddie Kkc Em dono
25/09/2017 16:03
Freddie Kkc U use whih branch to buy share?
25/09/2017 16:03
dompeilee Thank goodness the Milk Lady soars again ! :D
29/09/2017 15:42
Dakewlest Hoping that on Monday for new high !!!
29/09/2017 17:53
Freddie Kkc Dps 280?
29/09/2017 20:05
Ample Dutch lady is a cash cow milk, that always give good and decent dividend.
Nestle is another cash cow too.
29/09/2017 23:00
Freddie Kkc how to count dps280?
02/10/2017 10:51
dompeilee Huge price despite such cheap products! https://www.youtube.com/watch?v=OWxpup0iyVg
02/10/2017 15:16
Activeinvestor Switching my holdings to Petronm
----------------------------------------------------------------------------------------------------------

Extract of Analyst Report from RHB

Petron Malaysia

Fuel Happy

We initiate coverage on Petron with a BUY recommendation. Our TP of MYR16.20 (60% upside) is based on a 12.5x FY18 P/E. The company owns over 580 service stations nationwide, distributing gasoline, diesel and LPG products. Petron also owns an 88,000bpd refinery in Port Dickson, Malaysia with a Nelson Complexity Index of 3. We believe the refinery would provide the company with a competitive advantage, thereby enabling it to take advantage of refined product spreads.

Third largest retail station operator in Malaysia. Petron Malaysia (Petron), a major fuel retail distributor in Malaysia, has the third largest market share in the country behind Shell and Petronas Dagangan (PETD MK, NR). It owns over 580 service stations nationwide, distributing gasoline, diesel and LPG products.

Besides retail marketing, the company also owns an 88,000bpd refinery located in Port Dickson, Malaysia with a Nelson Complexity Index of 3. The refinery is capable of producing gasoline, diesel, liquefied petroleum gas (LPG), kerosene and low sulphur waxy residue (LWSR). The refinery has an average utilisation rate of c.50% due to the unfavourable economics of LSWR which, in turn is due to its low complexity rate. The company is 73.4%-owned by Petron Corp, the largest oil refining and marketing company in the Philippines.

The refinery could provide alpha. Its retail fuel segment plays a volume game, ie the more retail stations imply a higher volume. As such, we expect its retail volume to grow by c.4% each year, driven by the opening of new stations. Our base case scenario assumes Petron would open 15 new stations every year. Its commercial fuel segment earnings are driven by spreads for naphtha, kerosene and LSWR. We expect spreads for naphtha and kerosene to range between USD2-7/bbl for the long term. As such, we believe the commercial fuel would provide the company with a higher earnings growth potential, compared to that of its peers.

Healthy balance sheet. As of 1H17, it is a net cash company; we expect Petron to end FY17F in a net cash position. Total borrowings are at MYR66.4m, while its cash position is at MYR156m. This is comparable to the situation at the end-FY16, when it was in a net debt position of MYR136m. Net cash from operations and free cash flow has been on an increasing trend, attributed to better cost management as well as the asset performance mechanism (APM), which transmits changes in oil prices to retail fuel prices.

BUY. We initiate coverage on Petron with a BUY recommendation, supported by a TP of MYR16.20. We arrive at our TP by pegging a 12.5x P/E to FY18F EPS of MYR1.30. As a comparison, Petronas Dagangan is trading at 24.6x P/E for FY18, at a 70% premium to Petron. We like Petron as we believe its retail fuel segment would provide a stable base of earnings due to the APM mechanism, while its commercial fuel segment would provide an earnings boost, an advantage the company holds over its peers due to its refinery.
03/10/2017 10:23
dompeilee https://www.youtube.com/watch?v=2BTK3_YuRsI&t=93s
14/10/2017 08:55
ongkkh price drop so much with high volume, anybody know the reason?
21/10/2017 06:40
ingrid overpriced
21/10/2017 14:21
Dakewlest Next quarter result not good?
21/10/2017 20:26
kshinann is it time to enter again. so tempted.
23/10/2017 08:52
dompeilee BIG win coming!!!!!! https://www.youtube.com/watch?v=6SDSgx3dCh8
23/10/2017 12:59
guppycrow strong TA (CCI Trading system, Ichimoku, Guppy MMA, Parabolic SAR) magsukul
15/11/2017 13:00
rlch BAT QR out why Dlady cannot? Poor QR coming?
16/11/2017 04:26
tsc516 Another poor result came out.... Profit drop 19%
28/11/2017 18:16
shpg22 No worry...result not important. UPUPUP
29/11/2017 12:29
Mohd Fahmi Bin Jaes Should split
09/12/2017 22:00
3iii Fake infant formula in Malaysian market will benefit strong brands, like DLady and Nestle.
12/12/2017 18:09
stockraider The fake formula, i heard alot or sizeable percentage consist of nestle & dlady type of brand, high chance those infant powder need to be recalled in order to determine whether genuine or not loh ??

That means higher cost and disruption of nestle & dlady business mah..!!
12/12/2017 22:26
stockraider Why ASB selling down Dutch Lady ??

Is it bcos they know, there is alot of fake Dutch Lady type of infant formula leh ??

Surely ASB knows what are they doing loh...!!
The business of Dutch Lady will be surely disrupted mah..!!
Selling Dutch Lady could be the best option loh...!!

Notice of Person Ceasing (Section 139 of CA 2016)

DUTCH LADY MILK INDUSTRIES BERHAD

Particulars of Substantial Securities Holder

Name AMANAHRAYA TRUSTEES BERHAD - AMANAH SAHAM BUMIPUTERA
Address Tingkat 4, Balai PNB
201-A, Jalan Tun Razak
Kuala Lumpur
50400 Wilayah Persekutuan
Malaysia.
Company No. 766894-T
Nationality/Country of incorporation Malaysia
Descriptions (Class) Ordinary shares

Date of cessation 08 Dec 2017
Name & address of registered holder AmanahRaya Trustees Berhad - Amanah Saham Bumiputera
Tingkat 4, Balai PNB
201-A, Jalan Tun Razak
50400 Kuala Lumpur


No of securities disposed 1,500
Circumstances by reason of which a person ceases to be a substantial shareholder Sale of shares

Nature of interest Direct Interest


Date of notice 08 Dec 2017
Date notice received by Listed Issuer 12 Dec 2017
12/12/2017 22:38
pang72 Hahaha...
ASB sell down dlady too...
3 idiots really sochai...
He still question ASB sell down hrc!!
But hrc strong to defence...
Not sure how dlady defend ASB sell down with recent fake milk case
14/12/2017 00:21
pang72 Margin of safety rm10.00
14/12/2017 00:22
pang72 Avoid all milk company includes nestle till investigation COMPLETED
14/12/2017 00:22
missyii pang72 ... may i know why?
20/12/2017 09:04
30/12/2017 15:40
20/01/2018 16:10
dompeilee The milk lady makes me very proud to own it, but THIS stock beats BitCoin : https://www.youtube.com/watch?v=LLLqsqjHPM0
22/01/2018 18:58
optimus9199 DLADY will be the next counter to go up after NESTLE. I am proud to had bought into DLADY at cost price RM 5.00 in year 2007-08 sub prime crisis.
22/01/2018 18:59
michellebee7 Woh.. good
10 years time from 5 to 63
Good invester :)
Will u sell if price up to 75-80 by this year 2018?
23/01/2018 01:04
optimus9199 No i wont sell this stock as my cost price is almost zero, after taking into considerations of multiple share dividends
26/01/2018 22:01
apolloang 2007 n 2008 the lowest is 8.10 sorry no 5.00. don't come and tipu
26/01/2018 23:28
apolloang 5.00 is 2004-2005
26/01/2018 23:29
Lioncity Today’s announcement ~ EPF become substantial shareholder (>5% stock holding).
30/01/2018 19:32
PureBULL . DLADY at 6300 could be the last call.
An exponential PRIMARY up-wave is about to begin soon.

PNB is likely to keep just below 5% stake after continous selling to foreign fund manager of EPF.
02/02/2018 12:33
calvintaneng VERY GOOD!!

DOW JONES CRASHED 665 POINTS YET DUTCH LADY UP!!

WHY UP?

ANSWER:

DUTCH LADY IMPORTS MILK POWDER & WITH STRONGER RINGGIT IT MEANS LESS COST & MORE PROFIT

DUTCH LADY SELLS TO MALAYSIA DOMESTIC MARKET SO IT IS DEFENSIVE

NOW THIS ONE ALSO BENEFIT LIKE DUTCH LADY BUT PRICE STILL VERY CHEAP

WHICH ONE?

BONIA OF COURSE!!!

SEE

http://klse.i3investor.com/blogs/www.eaglevisioninvest.com/146320.jsp

http://klse.i3investor.com/blogs/www.eaglevisioninvest.com/146256.jsp
05/02/2018 10:13
PureBULL . Yes SIR Yes SIR
Dtk Calvin Tan of Jurong West, City of bright LIGHTS...

IT's 3 BAGS FULL of DLADY ...
05/02/2018 12:53
pang72 http://www.orientaldaily.com.my/s/231751
13/02/2018 23:17
pang72 some bad news?
13/02/2018 23:17
tsc516 http://m.themalaymailonline.com/malaysia/article/after-vomiting-baby-dutch-lady-says-no-issues-with-milk-batch
14/02/2018 01:17
tsc516 http://www.sinchew.com.my/node/1727651/%E8%84%B8%E4%B9%A6%E5%86%8D%E4%BC%A0%E5%A9%B4%E5%84%BF%E9%A5%AE%E5%90%8E%E4%B8%8D%E9%80%82%C2%B7%E5%89%AF%E5%8D%AB%E9%95%BF%EF%BC%9A%E9%9D%9E%E5%A5%B6%E7%B2%89%E9%97%AE%E9%A2%98
14/02/2018 02:26
IBestDividend Break new share price
Follow Nestle to 120 share price :-)
20/02/2018 06:30
tallman Anybody known why DLady 2 years doesn't pay dividend? Tq
21/02/2018 17:03
PureBULL . WOWW
I shouted 6300 at that Right Timing. DLADY is up n up since.

Pretty sure a handsome dividend is awaiting announcement this week.
22/02/2018 10:49
Lioncity 65.80
Breaking new high
EPF is busy acquiring
22/02/2018 11:51


 

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