Highlights
KLSE: DLADY (3026)       DUTCH LADY MILK INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
42.00   -1.10 (2.55%)  42.00 - 43.10  11,800
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Overview

Market Cap: 2,688 Million
NOSH: 64 Million
Avg Volume (4 weeks):8,089
4 Weeks Range:42.00 - 50.20
4 Weeks Price Volatility (%):
0.00%
52 Weeks Range:42.00 - 64.78
52 Weeks Price Volatility (%):
0.00%
Average Price Target: 54.60
Price Target Upside/Downside: +12.60

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2019 [#3]  |  28-Nov-2019
Next QR | Est. Ann. Date: 31-Dec-2019  |  27-Feb-2020
T4Q P/E | EY: 25.22  |  3.97%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 2.34  |  17.95
T4Q NP Margin | ROE: 10.09%  |  71.18%

Headlines

Date Subject
18-Jan-2020 DUTCHLADY = FACING SATURATION, STRUCTURAL CONSTRAIN & STRONG COMPETITION, Calvin Tan Research
15-Jan-2020 CEO智胜未来
13-Jan-2020 Consumer - Deteriorating Macro Factors
03-Jan-2020 Consumer - It’s Safe Here
19-Dec-2019 下跌股:子母牌RM44.30支撑
29-Nov-2019 Dutch Lady Milk Industries - 9MFY19 No Surprises
28-Aug-2019 Dutch Lady Milk Industries - 1H19 Missed Expectations
21-Jun-2019 Mplus Market Pulse - 21 Jun 2019
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

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.
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  9 people like this.
 
jjohnchew calv. why tell lie abt yr cruise ship tour n use it to promote netx....
U posted cruise ship is near koh samui...tv8 news said a cruise ship is collided near koh samui..a US tourist is interviewed..no casualties...
When ask calv...is it collided..he said no collision...then he said is the one in phuket...just tell lie to blow to promote ...
05/01/2020 5:42 AM
jollybee If you ask me, why Malaysian is crazy for milk counter like Dlady? Most of them aware that milk & infants products are the most premium item in consumer goods segment. Supermarket tends to have to a designated milk & infant formula section and payment counter because it is the most stolen item. To many Malaysian investors, Dlady is deemed as the second Nestle counter.

I see many stores adjusted their price for Dlady products to become very unaffordable. 1 packet of 1 litre UHT Fresh milk selling for over Rm7 in Sabah. While Marigold pasteurised milk which needs cold storages all the way from PJ to Sabah selling Rm6+. This explains that all along the supply chain, UHT milk middlemen earns a big chunk because they do not need cold storage at all. While the shop owners loves to overprice Dlady because they save the hassles selling pasteurised milk like Marigold which expires every week. Just let UHT milk fully replaces that Pasteurised milk on the shelve and its price for max profit.

As a consumer, are we not told that UHT processed milk are not suitable for infants and children by the Ministry of Health? Omega 3 is fully destroyed when any liquid reaches 90 degree Celsius. But our ministry never issues such statement to the Public.

Besides, when comes to milk production, I was told by an agri consultant that the cost of producing 1 liter of milk in an Australian farm is 25 cents. You can get 1 liter of fresh milk at 1 AUD at the petrol station or state owned supermarket. At the same price, we only get a 250ml condensed milk here in Malaysia. Are we not having enough dairy farms in Malaysia?
06/01/2020 2:17 AM
enigmatic ¯\_(ツ)_/¯ jollybee's 1 post makes more sense than a certain individual's many incessant postings.
08/01/2020 3:05 PM
calvintaneng BETTER SELL ALL DLADY AND SWITCH TO NFCP FIBERISATION STOCKS NOW
13/01/2020 10:11 AM
calvintaneng LOOK AT THESE FACTS

1) AUGUST 2019

NETC DIECTORS USE ASIABIO TO BUY 103 MILLION NETX SHARES FROM OPEN MARKET

2) PP WHICH SHOULD BE POSTPONED TO JAN WERE URGENTLY BROUGHT FORWARD TO NOV 2019 & EAGERLY ALL TAKEN UP AT 1.89 SEN


3) IN DECEMBER 2019 EMPLOYEES OF NETX EAGERLY TOOK UP 50 MILLION NETX SHARES at 2 SEN

WHILE OUTSIDERS AND NAYSAYERS TALK AND TALK BAD ABOUT NETX INSIDERS/DIRECTORS OF NETX JUST BUY AND BUY
13/01/2020 11:10 AM
jjohnchew Post removed. Why?
13/01/2020 12:05 PM
calvintaneng Posted by calvintaneng > Jan 13, 2020 6:12 PM | Report Abuse X

AFTER UTUSAN LONDON BISCUIT GOING TO SAW THONG

NEVER LISTEN TO WARNING

LONDON BISCUIT ACCOUNT IN SHAMBLE BECAUSE HORRENDOUS DEBT CAUSED INSOLVENCY

JUST LIKE UTUSAN

ALWAYS REMEMBER

MARGIN OF SAFETY IS PARAMOUNT IN INVESTING

ALWAYS CHECK AND DOUBLE CHECK THE BALANCE SHEET OF THE COMPANY FIRST THING FIRST

SHOULD HAVE SOLD ALL TODAY AND SWITCH TO NETX OR OPCOM

WHY LEH?

BECAUSE NETX AND OPCOM ARE CASH RICH & DEBT FREE SO CANNOT GO BANKRUPT

AND WITH RM50,3 BILLIONS FOR FIBERISATION THERE IS GREAT PROSPECT AHEAD

Regards
Calvin


calvintaneng
32044 posts
Posted by calvintaneng > Jan 13, 2020 6:13 PM | Report Abuse X

NOW EVERY ONE MUST DO THIS

The busybody 3iii never once come here to warn all dear london biscuit people but go kacaw a good stock like Netx

SO ALL MUST GO SQUEEZE 3iii NECK!!
13/01/2020 6:16 PM
dompeilee 1st stop....40.00....then 33.00
14/01/2020 2:41 PM
boy2ts lao sai...
17/01/2020 2:42 PM
dalpinia Please switch to Johotin, the next DL in coming 10 year to growth your share for 500-1000%
17/01/2020 5:08 PM
dompeilee Dutch Lady cannot compete with virtually riskless FD return rates if they maintain their current dividend payout! Glad I exited @ 64.32 in October '18 although I missed 3 dividends so far since buying in Nov '13.
18/01/2020 9:21 AM
calvintaneng DUTCHLADY = FACING SATURATION, STRUCTURAL CONSTRAIN & STRONG COMPETITION, Calvin Tan Research 18 Jan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-01-18-story-h1482839081-DUTCHLADY_IT_IS_FACING_SATURATION_STRUCTURAL_STRONG_COMPETITION_Calvin_.jsp
18/01/2020 12:17 PM
Sky Soo Bull shit
18/01/2020 12:30 PM
Sky Soo A real estate agent turn to stock market manipulator. Your writing are all bullshit.
18/01/2020 12:35 PM
stockraider WHY RAIDER PRAISE SIFU CALVIN TAN ?

Put it this way...2019 calvin is the best sifu in stock picking in !3...his pick on oil & gas is stunning with massive return loh...!!

If u just look into year 2019....calvin has the most successful call...in 13 in term of numbers...alot making more than 100% return mah.....!!

So how could u call sifu calvin tan conman leh ??

I believe calvin is a honest god fearing christian...that u can rely on loh.....!!

Of course some of his call lose monies, but wait a minute can u honestly believe anyone can make 100% successful call leh ??

So just hand off on calvin, he is doing a good job loh....even on netx he make a call to buy at 1 sen, 1.5 sen, 2.0 sen alot of his followers make monies mah....!!

In fact almost non of his followers lose monies on netx loh...!!

Yes netx got great prospect loh....calvin call on 8 sen....in the mid term is not unreasonable with Rm 50.3b NFCP roll out coming mah...!!
18/01/2020 12:37 PM
Sky Soo Is SENDAI still send DIE?
18/01/2020 12:40 PM
calvintaneng Sky Soo Is SENDAI still send DIE?
18/01/2020 12:40 PM

Sendie is now dying (price dropped from Rm1.40 to 39 sen now!) If you have sendai or dutchlady should just sell quickly

See

There is a 50/50 chance that Sendai might go bankrupt like LCL in Middle east (Calvin Tan Research)

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2017-09-14-story-h1451467356-There_is_a_50_50_chance_that_Sendai_might_go_bankrupt_like_LCL_in_Middl.jsp
18/01/2020 1:02 PM
calvintaneng Sky Soo Is SENDAI still send DIE?
18/01/2020 12:40 PM

Sendie is now dying (price dropped from Rm1.40 to 39 sen now!) If you have sendai or dutchlady should just sell quickly

See

There is a 50/50 chance that Sendai might go bankrupt like LCL in Middle east (Calvin Tan Research)



https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2017-09-14-story-h1451467356-There_is_a_50_50_chance_that_Sendai_might_go_bankrupt_like_LCL_in_Middl.jsp


Sendai had lost more than 70% from its high of Rm1.40.

Those who don't sell Dlady now might also see a 70% capital wipe out later
18/01/2020 1:04 PM
jjohnchew Ho ho calv. research is always missing some parts to tell lie :

Referred to Annual Report 2018 on SIS :

Options granted and fully exercised during the financial year.
There are three (3) SIS existence during the financial year ended 30 June 2018 with the information as follows:-
Total number of options/
shares outstanding as
at 1 July 2017
-

Total number of options
exercised during the
financial year ended
30 June 2018
-688,877,550

Total number of options/
shares granted during the
financial year ended
30 June 2018
-688,877,550

Total number options/
shares outstanding as
at 30 June 2018
-
Options granted to Directors and Chief Executive

Breakdown of the options offered to and exercised by non-executives Directors pursuant to SIS in respect of the financial
year are as follows:

Amount of Amount of
Options Options
Name of Directors Granted Exercised
YM Tengku Ahmad Badli Shah Bin Raja Hussin Nil Nil
Chu Chee Peng Nil Nil
Yong Ket Inn Nil Nil
19/01/2020 6:44 AM
jjohnchew Ho ho calv. why tell lie twist n turn ...u dont have any document to be on board or payment resit ..so simple n yet twist n turn with below info:..


1) not on cruise ship said on cruise ship sailing along Malaysia coast to promote Netx.. .. ..Malaysia internet speed like bicycle cycling 2G la.. Singapore 7G la...why I knew u r not on board cause TV8 news that a cruise ship is collided near Koh Samui. U posted yr travel cruise ship is near Koh Samui ... when asked u .. u said no collision... then said is the Phuket one is collided...

5) A reply lie :

Cruise ship limps into Phuket after hitting a reef
PUBLISHED : 25 NOV 2019 AT 17:15
WRITER: ACHADTAYA CHUENNIRAN

Use bangkokpost news dated 24/11/2019 to confirmed yr said is Phuket one... haha yr tour is on Dec2019 .. u said 7 days tour which back on 23/12/2019.I oredi highlighted before if one is on cruise ship tour is so easy to proof n convince ppl .... no need to twist n turns just like u promote Netx....
19/01/2020 6:45 AM
calvintaneng 3iii got no integrity at all

instead of defending dlady he goes disturb a good potential stock like Netx

After failing to join the OGSE bull run last year by calling it gruesome now he still want to divert people from the blessings of the Nfcp bull run

And this overpriced dlady he think might crash by 70% yet didn't warn others to sell

Really 3iii = Idiot. Insane. Incorrigible

Such an irresponsible fella
20/01/2020 10:22 AM
calvintaneng So stupid indeed

Still want to bluff people the fair value of dutchlady is Rm49.04 and give naive people false hope

From p/e, Nta and dividend benchmark the fair value of dlady is no higher than Rm15.00

Better sell quickly

3iii was wrong when Dlady was Rm76.00

He is still wrong now
21/01/2020 12:57 PM
calvintaneng What happened to BAT will befall dlady

Govt raised tax on cigarette for health reasons
So sales dropped

High cigarette prices caused flood of cheap smuggled imports from Indonesia
BAT badly affected

Then Govt banned smoking in restaurants
With one to two hours less time for smoking everyone smoked less one to two cigarettes among smokers

BAT got hammered and price crashed further

Same fate befalls dlady
21/01/2020 1:10 PM
calvintaneng Already in a very saturated market dlady will face it's Waterloo when f&n , Qatar milk and others go into overdrive production

Better sell dlady now!!!
21/01/2020 1:12 PM
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart) i deleted a post because it upset my friend, calvin.

thks for building a bear case for DLady.

i love to own my shares cheap.
21/01/2020 5:51 PM
CharlesT 3ii better sell yr high pe stocks n switch to bat..my sincere advice
21/01/2020 5:52 PM
Up_down The world has changed and offering overseas investments in a very convenient way. Why WB disciple insist on Dlady or Nestle or Petdag instead of venturing in US market for long term? Bursa is not really suitable for the long-term investors since political and business cyclical risks are much higher nowadays.
21/01/2020 6:18 PM
Up_down 3iii must be living in the past glory of success and refusing to look for greener pasture offering in US market which is more suitable to his investment strategy.
21/01/2020 6:22 PM
Up_down 3iii, we more interested in listening to your story and experience in global market for investing in long term. Nothing new if you come back here telling your Bursa story again and again. It doesn't really helping us.
21/01/2020 6:34 PM
calvintaneng Posted by calvintaneng > Jan 22, 2020 8:22 AM | Report Abuse X

WE INVEST NOT BY LOOKING AT PAST RECORDS

CALVIN INVESTED IN CARIMIN AT 39 SEN WHEN ITS PAST RECORDS WERE AS BAD AS NETX NOW

THE GAME CHANGER FOR CARIMIN WAS PETRONAS RM30 BILLIONS JOB AWARDS FOR OGSE UPSTREAM

AFTER GETTING JOBS THE FORTUNES OF CARIMIN CHANGED AND PRICE UP OVER 200%

SO THE GAME CHANGER FOR NETX IS RM50.3 BILLIONS FIBERISATION THRUST

WHEN CARIMIN WAS SO NETX IS

CARIMIN TOO HIGH TOO CHASE NOW

NETX IS CERTAINLY TOO CHEAP TO IGNORE
22/01/2020 8:25 AM
Johnchew5 Calv. still tell lies to promote:

1) not on cruise ship said on cruise ship sailing along Malaysia coast to promote Netx.. .. ..Malaysia internet speed like bicycle cycling 2G la.. Singapore 7G la...why I knew u r not on board cause TV8 news that a cruise ship is collided near Koh Samui. U posted yr travel cruise ship is near Koh Samui ... when asked u .. u said no collision... then said is the Phuket one is collided...

2) U heavily promote Scomies at 0.12 on 23/9/2019 ... but u denied promote at 0.12 only promote at 0.075...price dipped fr 0.12 to 0.07 in a week n in PN17 by end Oct....See see see yr posts ard 21/9 to 24/9 with yr website link ...just Pump n Dump...

3) Now on Netx said promote at 0.01 .. tell lie again.. referred to yr post on 23/9/2019 replied to potential u still preferred scomies...then the next day u promote Netx with yr website link at 0.015 with TP 0.08 ....

4)Executive Director is granted n ex SIS shares of 688 million ... where asked why is not a substantial shareholder ?... u reply is under Asiabio... Clearly a lie as Asiabio bought 103 million shares on August 19 .. total shares holding is 264 million...

5) A reply lie :

Cruise ship limps into Phuket after hitting a reef
PUBLISHED : 25 NOV 2019 AT 17:15
WRITER: ACHADTAYA CHUENNIRAN

Use bangkokpost news dated 24/11/2019 to confirmed yr said is Phuket one... haha yr tour is on Dec2019 .. u said 7 days tour which back on 23/12/2019.I oredi highlighted before if one is on cruise ship tour is so easy to proof n convince ppl .... no need to twist n turns just like u promote Netx....
22/01/2020 12:08 PM
stockraider The naysayers need to know that despite their hard working effort of barking day n night....This netx still hold steadily at 2 sen and most of Calvin sifu supporters still make monies mah...!!

This is bcos the value & prospect of netx is still very positive no matter how loud the naysayers barked loh...!!

Remember 2 blockbuster break thru event coming;

1. NFCP project of Rm 50.3b

2. The coming soon of commercialization of some blockbusters apps and software developed by netx over the years loh....!!

So no point for the naysayers keep barking ....the ship is sailing in the right direction mah....!!
22/01/2020 12:42 PM
Icon8888 Will buy some at RM20
22/01/2020 3:59 PM
Icon8888 3ii Dutch Lady becomes dead Lady

My gruesome armada rose from 23 Sen to 50 Sen
22/01/2020 4:04 PM
calvintaneng Gruesome?

Correct

The gruesome one has been found out at last

3 x idiots
22/01/2020 4:50 PM
Fabien "The Efficient Capital Allocater" I'll buy some when PE drops below 20x.
22/01/2020 4:59 PM
Icon8888 that is the problem with buying high PE, the moment earning shrinks a little bit, PE meltdown
22/01/2020 6:09 PM
Kawkaw Buy high.. already crying
22/01/2020 11:27 PM
popo92 anyone here still buying dutchlady milk? i have not bought any dutchlady milk for more than 10 years.... there's so much choices now compare to many years back...
22/01/2020 11:31 PM
Up_down Not cheap also if Dlady drops to 30.00 given weak sentiment in Bursa and limited growth potential in Malaysia Market. Blue chips are melting gradually and getting intense. Nestle would be the last legend heading downtrend.
23/01/2020 12:11 PM
Tom Nosh only 64 millions, the price can up very fast and drop very fast
23/01/2020 8:14 PM
Sky Soo Dlady and Nestle are in different categories. Malaysia is the best market in the world for MILO. Dlady got nothing similar to Nestle.
24/01/2020 9:50 AM
calvintaneng Dlady going to be CONFIRMED "down already"

GET OUT NOW!!!

BUY NFCP STOCKS THAT WILL RECOVER YOU FROM ALL LOSSES

DO IT NOW!! BUY NETX OR OPCOM

YOU WILL BE VERY VERY GLAD YOU DID!!
24/01/2020 12:15 PM
Johnchew5 Ho ho calv. why tell lie twist n turn ...u dont have any document to be on board or payment resit ..so simple n yet twist n turn with below info:..


1) not on cruise ship said on cruise ship sailing along Malaysia coast to promote Netx.. .. ..Malaysia internet speed like bicycle cycling 2G la.. Singapore 7G la...why I knew u r not on board cause TV8 news that a cruise ship is collided near Koh Samui. U posted yr travel cruise ship is near Koh Samui ... when asked u .. u said no collision... then said is the Phuket one is collided...

5) A reply lie :

Cruise ship limps into Phuket after hitting a reef
PUBLISHED : 25 NOV 2019 AT 17:15
WRITER: ACHADTAYA CHUENNIRAN

Use bangkokpost news dated 24/11/2019 to confirmed yr said is Phuket one... haha yr tour is on Dec2019 .. u said 7 days tour which back on 23/12/2019.I oredi highlighted before if one is on cruise ship tour is so easy to proof n convince ppl .... no need to twist n turns just like u promote Netx....
24/01/2020 12:19 PM
calvintaneng SELL "DOWN ALREADY"

SELL BEFORE IT BREAKS RM40 BARRIER!!!
24/01/2020 12:27 PM
safewinner Happy New Year promoter go to the right counter
24/01/2020 12:29 PM
stockraider The lesson here is never never listen to dishonest 3iii to chase overvalue quality stock like dlady when it is at high loh....!!
24/01/2020 12:32 PM
gsi723 chase high where P/E, DY and growth cannot be justified is not a smart move...
24/01/2020 1:05 PM
calvintaneng Dlady is Top Loser again today



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24/01/2020 3:06 PM
dompeilee Why EPF buy > 211,000 DLady @ $63 on 4th Sep '19 hah? Too much employee's $$$ coming in each mth, just suka suka throw anywhere ah?
24/01/2020 8:35 PM


 

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