Highlights
KLSE: DLADY (3026)       DUTCH LADY MILK INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
61.60   -0.70 (1.12%)  61.60 - 62.00  2,600
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Overview

Market Cap: 3,942 Million
NOSH: 64 Million
Avg Volume (4 weeks):13,247
4 Weeks Range:61.60 - 64.00
4 Weeks Price Volatility (%):
0.00%
52 Weeks Range:57.38 - 76.98
52 Weeks Price Volatility (%):
21.53%
Average Price Target: 66.77
Price Target Upside/Downside: +5.17

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2018 [#3]  |  27-Nov-2018
Next QR | Est. Ann. Date: 31-Dec-2018  |  27-Feb-2019
T4Q P/E | EY: 32.82  |  3.05%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 2.07  |  29.76
T4Q NP Margin | ROE: 11.48%  |  90.67%

Headlines

Date Subject
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
27-Apr-2018 子母牌原料价跌赚幅改善
26-Apr-2018 Dutch Lady - Improved quarter
26-Apr-2018 Mplus Market Pulse - 26 Apr 2018
26-Apr-2018 Dutch Lady Milk Industries - 1Q18 Stronger Than Expected
28-Feb-2018 Dutch Lady - Below expectation
28-Feb-2018 Dutch Lady Milk Industries - FY17 Came In Weaker

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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  7 people like this.
 
dompeilee Holding TIGHT TIGHT to my shares bought in Nov '13 :)
13/03/2018 15:13
pang72 Wa Lau.....


Hold tight tight!!!+++=
13/03/2018 19:05
pang72 http://www.chinapress.com.my/20180313/雀巢市值2個月半漲128億-足以買下曼聯球會/
13/03/2018 19:05
pang72 This is first ever read . I am stun and never think nefore
13/03/2018 19:07
股你悟到 Will Dlady touch RM100, and Nestle touch RM200?
13/03/2018 20:09
apolloang can epf cornered the stock,but if anyone buy a lot sure epf push it down
13/03/2018 20:17
Sebastian Sted Power actually dutchlady can play up easier compared to nestle (5x lower no. shares comapred to Nestle)
13/03/2018 22:36
MCC8 HI bro Sebastian, for the time being cannot compare directly CTR Dlady with Ctr Nestle.
CTR Nestle already counting in MSCI Global Standard Indexes. :) *****
CTR Dlady not in yet. :) *****
14/03/2018 11:16
richdad_88 it is a roller coaster ride ! welcome to wild wild world of bursa
14/03/2018 11:52
MCC8 This morning untill afternoon, CTR Nestle can went up & slung down to RM 10+ within half a day...... It's like a roller coaster ride......
What about others CTR as well .......
Share market really unpredictable.........
14/03/2018 14:00
4iiii Game over like Nestle? Why BAT no chance to shine?
14/03/2018 16:36
apolloang why no drop to 60.00 yet? all not worth this much also
14/03/2018 16:38
Dailou123 Good thing not cheap, cheap thing not good
14/03/2018 18:46
MCC8 Dlady also Kena fever Liao..... Down a bit.....
15/03/2018 10:00
Dailou123 Hold it,it is transient fever only
15/03/2018 10:14
Buyer2016 Waiting dividen..
15/03/2018 15:12
dompeilee The cornering operation is over... :)
17/03/2018 08:51
gsi723 Is just a sentiment...everyone thinks consumer stk should go up, so it went up... those buy expensive without consider fundamental one donate to the early bird...
18/03/2018 14:38
dompeilee Irritating woman @ AGM today...https://www.youtube.com/watch?v=U6NNg_9kbLo
26/04/2018 18:35
pushparaj NO HARM. IT IS JUST THE RIGHTS OF A SHAREHOLDER
26/04/2018 18:40
dompeilee 2nd part : https://www.youtube.com/watch?v=1y-aMr1mQWQ
19/05/2018 08:12
Undilah_DAP Why no CW issue? So bankers can goreng?
19/05/2018 10:54
padi68 Wait rm100 come :)
14/08/2018 19:04
Dr_Mahathir You bought high is it?

padi68 Wait rm100 come :)
14/08/2018 19:04
23/08/2018 08:28
Dr_Mahathir Dr M: Would you kill if I ask you to?
http://www.thesundaily.my/news/2018/08/15/dr-m-would-you-kill-if-i-ask-you
23/08/2018 08:28
cheated_ QR suppose out 22nd Aug(i3 data) why not out?
https://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=DLADY
26/08/2018 10:04
enigmatic price is not rising as quickly as previous year. but ROE is one of the highest in Bursa though...
28/08/2018 12:07
cheated_ You bought high? Profit drop 10.31% QOQ.
https://klse.i3investor.com/servlets/stk/fin/3026.jsp

enigmatic price is not rising as quickly as previous year. but ROE is one of the highest in Bursa though...
28/08/2018 12:07
01/09/2018 07:16
cheated_ RM 45 or lower may consider not RM 66.52.
01/09/2018 07:19
cheated_ NTA RM 1.54 is lowest in i3 data but not share price.
01/09/2018 07:20
3iii Posted by dompeilee > May 19, 2018 08:12 AM | Report Abuse

2nd part : https://www.youtube.com/watch?v=1y-aMr1mQWQ


Strategies have been laid down for future growth.

Excellent company.
01/09/2018 07:38
3iii Maintain MARKET PERFORM and TP of RM71.20. This is based on an unchanged 30.0x FY19E PER (at +1.0SD over the 3-year mean PER, applied across large cap F&B stocks). Although approaching our ascribed value, DLADY is expected to command the best yields amongst the large cap F&B players at 3.3%/3.7% for FY18E/FY19E while its peers only offer an average of 1.4%/1.7%.

Risks to our call include: (i) weaker-than-expected sales, (ii) higherthan-expected commodity prices, and (iii) weaker-than-expected domestic currency.

Source: Kenanga Research - 29 Aug 2018
01/09/2018 07:43
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....!!
01/09/2018 11:28
ongkkh Drop none stop.....anybody can explain the drop?
07/09/2018 21:06
tsc516 Either Epf or foreign fund is selling....
12/09/2018 11:13
dompeilee SOLD 100 Dutch Lady @ 64.32...
16/10/2018 16:51
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 17:07
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 08:23
5354_ QR 28th Nov? Why delay if good?
https://klse.i3investor.com/servlets/stk/3026.jsp
09/11/2018 03:21
5354_ 3iii if talk history past is good. How abt those buying now? Why past good must repeat? Profit sure up?
09/11/2018 03:23
enigmatic 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
5354_ Last QR revenue drop meaning demand for DLady products drop? 63.96 still cheap?
10/11/2018 03:48
tsc516 Dividend dropped, only declare rm0.90 this time
27/11/2018 17:51
wkl1063 quarter out!
27/11/2018 17:56
3iii Another good qtrly result announced.
27/11/2018 18:05
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 18:06
BN_better FD higher rate. Sell on news.
27/11/2018 22:03
BN_better Revenue drop YOY. PH bad govn?
https://klse.i3investor.com/servlets/stk/fin/3026.jsp
27/11/2018 22:05
dompeilee Dividend cut by 18% is already very bad news on its outlook...2day price dropped more than the dividend!
10/12/2018 17:26
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 19:58


 

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