Highlights
KLSE: DLADY (3026)       DUTCH LADY MILK INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
32.66   -0.06 (0.18%)  32.60 - 32.66  5,100
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Overview

Market Cap: 2,090 Million
NOSH: 64 Million
Avg Volume (4 weeks):2,621
4 Weeks Range:32.60 - 34.50
4 Weeks Price Volatility (%):
3.16%
52 Weeks Range:31.92 - 36.98
52 Weeks Price Volatility (%):
14.62%
Average Price Target: 43.07
Price Target Upside/Downside: +10.41

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2021 [#3]  |  25-Nov-2021
Next QR | Est. Ann. Date: 31-Dec-2021  |  25-Feb-2022
T4Q P/E | EY: 24.68  |  4.05%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 3.36  |  9.72
T4Q NP Margin | ROE: 7.55%  |  39.39%

Headlines

Date Subject
29-Dec-2021 Consumer - Margins Still At Risk
26-Nov-2021 Dutch Lady - Encouraging results
26-Nov-2021 Dutch Lady Milk Industries - Milking Resilient
26-Nov-2021 Mplus Market Pulse - 26 Nov 2021
08-Nov-2021 疫情是试金石 兰姬柯尔应变迎考验
27-Aug-2021 Dutch Lady - Splendid results
27-Aug-2021 Mplus Market Pulse - 27 Aug 2021
27-Aug-2021 Dutch Lady Milk Industries - Milking Positively
06-Aug-2021 6 things I learned from the 2021 Dutch Lady Milk Industries AGM - Shak Chee Hoi
02-Jul-2021 Consumer - Sleeves Rolled Up for Vaccines
17-Jun-2021 Mplus Market Pulse - 17 Jun 2021
25-May-2021 Dutch Lady Milk Industries - All Milked Out
25-May-2021 Dutch Lady - Storm will pass
20-Apr-2021 Mplus Market Pulse - 20 Apr 2021
26-Feb-2021 Mplus Market Pulse - 26 Feb 2021
31-Jan-2021 Dutch Lady Milk Industries - Holland's milk story in Malaysia I

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.
 
i3lurker Post removed. Why?
25/04/2021 10:59 PM
i3lurker more advertisements must be made to force women to stop breast feeding their babies.

This is the ONLY way to encourage more deaths of children from covid-19 due to reduced immune system and helps prevent Global over-population.
25/04/2021 11:08 PM
Keyman188 Keyman188 always like to drink milk...

1 day 2 cups considered reasonable....
26/04/2021 8:22 AM
Bgt 9963 Post removed. Why?
26/04/2021 9:00 AM
Up_down Accumulate Dlady at the prices 10 years ago while skimmed milk powders has moved into high level.
03/05/2021 12:50 PM
focusinvesting Why I think DLady is still overvalued.

https://myfocusinvesting.com/index.php/2021/05/09/dutch-lady-malaysia-why-i-think-its-overvalued/
09/05/2021 8:22 PM
Keyman188 But you omitted to use other "Sigma" to evaluate upcoming "Real Intrinsic Value"...
09/05/2021 9:02 PM
TrumpJr Happy
18/05/2021 7:19 PM
TrumpJr Blue chip
19/05/2021 10:55 AM
dompeilee Wah...below Mar 2020 low already ah? This susu really x boleh minum lol
21/05/2021 3:34 PM
dompeilee EPF stuck like a HAIRY CRAB inside this one LOL
21/05/2021 3:35 PM
dompeilee A public bk employee i know also teruk...bought few hundred of this in the sixties in 2018 for the dividend...that was the year I SOLD & they started cutting the dividend shortly after...
21/05/2021 3:38 PM
dompeilee Another old baldie who always bug me in AGMs last time boasting about his 20k DLady now significantly poorer. And I'm willing to bet huge that he never sold a single lot until now lol
21/05/2021 3:40 PM
TrumpJr Just buy this
09/06/2021 9:45 AM
samchan MBSB BANK: Seal chilled water supply agreement. Malaysia Building Society (MBSB) has entered into a chilled water supply agreement with PJ Sentral DCS SB for the supply of chilled water to an office building located at Petaling Jaya for a period of 20 years from Dec 1, 2020, at an estimated total consideration of up to RM73.41m. (Bernama)
09/06/2021 9:45 AM
Kalvin9663 is time to opt in
18/06/2021 8:28 PM
TrumpJr Post removed. Why?
18/06/2021 8:38 PM
CynicalCyan Holland Lady? Or a potential Flying Dutch Lady in future?
01/07/2021 10:01 PM
Kalvin9663 skim milk cost start drop much, future profit margin will high..

as i know lot of fund manager slow slow collect now

https://www.globaldairytrade.info/en/product-results/skim-milk-powder/
11/07/2021 4:53 PM
okooi32 Skim-milk-powder ???
12/07/2021 7:24 PM
Colgate 观察趋势。如果它上涨,我就会买入。只要相信你所看到的。当我不相信股票图表时,我已经学会了艰难的方法。
25/08/2021 7:35 PM
Colgate ... 该股仍然很便宜。在今年年底之前,它将是一只热门股票。
26/08/2021 10:56 AM
Keyman188 Further improvement...

Revenue = QoQ = +9.82% ; YoY = 3.84%

Net profit = QoQ = +61.67% ; YoY = 28.51%


BRAVO...Keep buying for retirement savings.....


wkwkwk...kekeke...hehehe...
26/08/2021 5:49 PM
Keyman188 Keyman188 always like to drink milk...


wkwkwk...kekeke...hehehe...
26/08/2021 5:51 PM
i3lurker https://www.thedailymeal.com/why-you-should-stop-drinking-milk-right-now/013014#:~:text=Though%20that%20is%20an%20astounding%20percentage%2C%20it%20only,factor%29%2C%20which%20has%20been%20linked%20to%20many%20cancers.
26/08/2021 5:58 PM
Keyman188 ROE = 14% per quarter

ROA = 5% per quarter

Quality of earnings = 2.97 times

Gearing = Net cash position

Dividend yield = 2.44% (based on 2020 payout)
(as per 32.76) = 3.05% (based on 2019 payout)
= 6.10% (based on 2018 payout)
26/08/2021 6:08 PM
Keyman188 Foreign buying extends to third week, surges to RM964.3m

(theedgemarkets.com / August 30, 2021 09:42 am +08)

KUALA LUMPUR (Aug 30): Foreign buying of Malaysian equities extended for the third week and surged to RM964.33 million last week, from a paltry RM6.71 million the prior week.

In its weekly fund flow report today, the MIDF Research team said as the market reopened last Monday, foreign investors were net buyers amounting to RM6.7 million.

Meanwhile, it said local institutions bought RM19.16 million net of local equities, with retailers as net sellers to the tune of RM25.86 million.

The research house said foreign investors were net buyers every day of the week.

It said the largest foreign inflow was recorded last Thursday to the tune of RM310.79 million, while the inflow of RM6.7 million last Monday was the smallest.

“As for retailers, they were net sellers every day of the week except on Monday.

“The largest net selling by retailers was recorded last Tuesday and the smallest net selling was on Friday to the tune of RM48.43 million and RM16.88 million respectively.

“Cumulatively, for the week, retailers net sold RM113.96 million worth of equities on Bursa Malaysia,” it said.

MIDF said that meanwhile, local institutions recorded cumulative weekly net selling to the tune of RM850.37 million.

It said local institutions were net sellers every day of the week, with the largest net selling on Thursday to the tune of RM290.41 million.

Since the beginning of 2021, cumulatively, retailers were the only net buyers of the local equity market to the tune of RM9.46 billion.

Local institutions and foreign investors were net sellers to the tune of RM4.46 billion and RM5 billion respectively.

“In terms of participation, retail investors, local institutions and foreign investors recorded weekly movements of -3.82%, 9.89% and 16.82% respectively in average daily trade value (ADTV),” it said.



## https://www.theedgemarkets.com/article/foreign-buying-extends-third-week-surges-rm9643m
30/08/2021 9:56 AM
Keyman188 Foreign funds coming back...
30/08/2021 9:56 AM
Keyman188 OMG...What is happening today !!!...

Why so fierce shooting up today !!!...



wkwkwk...kekeke...hehehe...
30/08/2021 2:42 PM
treasurehunt FMCG recovery theme.
30/08/2021 6:14 PM
okooi32 Drop one day
Up 2,3 days
01/09/2021 8:11 PM
XUXNN dlady profits from land sold will contribute to next QR?
08/09/2021 10:20 AM
Keyman188 Amboi...very soon can collect some more liao...


BRAVO...
27/09/2021 4:39 PM
Thirai Thiraviam Why is the price sliding down continuously? Is it the turnover, or something else entirely? The analyst reports are glowing, with TP north of RM40!
01/10/2021 5:18 PM
dompeilee dompeilee But in the new economic environment, the true fair value is 32 or less...
19/09/2019 9:07 AM

Prescient call from 2 years ago =)
02/10/2021 8:42 AM
Keyman188 NVM...others selling...Keyman188 still buying...

Sell lahhh if NO confidence....sell lahh if NO comfortable holding...

Keyman188 prefer put at the fridge...



wkwkwk...kekeke...hehehe...
02/10/2021 10:18 AM
James_Bond Most undervalued consumer stock! Catch DLADY before it rockets up very soon!
10/10/2021 8:11 AM
Bgt 9963 Farm best is commming...!
10/10/2021 8:25 AM
James_Bond FrieslandCampina, one of the world largest dairy companies, is the largest shareholder in DLady (>50% shareholding), has been transferring cutting edge and robust milk production technology to DLady Malaysia, and therefore, not only transforming DLady milk the most nutritious and the safest to drink, but also the most cost effective in the ever competitive market. Milk quality and safety of FrieslandCampina (DLady) are recognised worldwide by obtaining GMP and HACCP certificates. Interestingly, Friso Gold/ MaxGro products are one of the best seller milk powders for the newborn, toddler, and children. DLady also producing Frisomum for the consumption of pregnant and lactating mums. There are also a variety of DLady fresh milk and yogurts for teenagers and adults to enjoy consuming. Hence, DLady products cater for all, from newborn to adulthood. Not to forget, DLady able to maintain great track record of more than 70% dividend payout for the past 5 years.

Comparing with Farmfresh, local dairy company, selling expensive, beyond affordable, milk to locals with disputable quality, questionable R&D, poorer cash reserve comparatively, no dividend payout track record (claiming 25% dividend payout in the future). We hv doubt in such small company can strive out in fighting the market share among DLady, Nestle and F&N.

DLady, the Leading Dairy Company, is the BEST!

Choice is yours! Good Luck!
10/10/2021 10:24 PM
dompeilee I prefer the taste of Goodday...their gobbling of DLady's mkt share is EVIDENT in the bottom & toplines PLUS the collapse in DLady's price below Mar 2020 lows
11/10/2021 8:15 PM
Uniglobe Farmfresh IPO going to be superbly oversubscribe and going to have plenty of cash to grow and expand. The real facts, Farmfresh milk are much fresher, lesser preservative and better than Dlady milk. Many established cafes such as Starbucks is using better and fresher milk of Farmfresh instead of Dlady milk. More and more cafes are switching from dlady milk to farmfresh milk.
Farmfresh has better farm and better breed of cows compared to dlady. The mentality of foreigners is better than locals were over. Dlady must step aside for Farmfresh.
soon, dlady will goes under 30.00 especially after the listing of FarmFresh.
14/10/2021 5:12 PM
MorningGlory123 Skyrocket coming soon since foreign funds are coming back to Malaysia equities.

Foreign funds' darling stocks top pick as Nestle, F&N, Carlsberg, Heineken, Dutch Lady , Panasonic, Ajinomoto.
14/10/2021 8:20 PM
MorningGlory123 https://www.theedgemarkets.com/article/nearterm-outlook-remains-positive-due-stronger-pickup-market-interest-says-interpacific


https://www.thestar.com.my/business/business-news/2021/09/30/strong-support-from-foreign-investors-seen


https://www.theedgemarkets.com/article/frankly-speaking-foreign-funds-are-back
14/10/2021 8:20 PM
topgfan Anyone looked at Farm Fresh IPO yet? I found a new video talking about it

https://youtu.be/y9WoFzwzAt0
19/10/2021 9:44 PM
mf duty stem
31/10/2021 3:04 PM
cheeseburger cukai Makmur...
31/10/2021 4:21 PM
Sipekhuat Post removed. Why?
01/11/2021 12:18 AM
whocare1982 https://youtu.be/1tHBsylmgKU
荷兰牛奶DUTCHLADY卖地建新厂,投资机会?!第三季度业绩分析
25/11/2021 9:09 PM
Thirai Thiraviam Dutch Lady's last Qtr results are certainly encouraging. However, I think it is still too early to say if the company has turned the bend. While the Q-on-Q results are good, the operating margins are still low compared to 2016. This is the most critical factor, to me.

Does anyone here know what the company is doing to improve its margins?
09/12/2021 10:21 AM
RainT read
29/12/2021 4:49 PM


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