Highlights
KLSE: DKSH (5908)       DKSH HOLDINGS MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
3.45   +0.06 (1.77%)  3.33 - 3.47  187,200
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Overview

Market Cap: 544 Million
NOSH: 158 Million
Avg Volume (4 weeks):143,638
4 Weeks Range:2.80 - 3.55
4 Weeks Price Volatility (%):
86.67%
52 Weeks Range:2.45 - 3.86
52 Weeks Price Volatility (%):
70.92%
Average Price Target: 3.80
Price Target Upside/Downside: +0.35
Stamp duty exempted for year 2021

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2021 [#1]  |  27-May-2021
Next QR | Est. Ann. Date: 30-Jun-2021  |  26-Aug-2021
T4Q P/E | EY: 8.82  |  11.34%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 4.3971  |  0.78
T4Q NP Margin | ROE: 0.97%  |  8.90%

Headlines

Date Subject
02-Jun-2021 热门股:DKSH集团 上挑RM3.66
25-Feb-2021 PublicInvest Research Headlines - 25 Feb 2021
25-Feb-2021 DKSH Holdings (M) Berhad - Solid Ending For The Year
17-Feb-2021 管制措施放宽接种计划开跑 经济复苏主题动起来
18-Jan-2021 [转贴] 医疗物流领域摩拳擦掌 疫苗概念股走俏
05-Jan-2021 Daily technical highlights – (DPHARMA, DKSH)
21-Dec-2020 Malaysia’s Biggest Logistical Challenge In History — Covid-19 Vaccination
27-Nov-2020 DKSH - Opportunities and challenges to bringing a COVID-19 vaccine to Asian citizens
26-Nov-2020 DKSH Holdings (M) Berhad - Consumer Demand Gradually Recovering
20-Nov-2020 Harrison Holdings (M) Bhd (HARISON 5008) Vs DKSH Holding (M) Bhd (DKSH 5908) - IVKLSE
18-Nov-2020 热门股:DKSH集团 上挑RM3.98
16-Nov-2020 Who will be the preferred COVID-19 vaccine logistics provider?
27-Aug-2020 DKSH Holdings (M) Berhad- Anticipating Stronger 2H
15-Aug-2020 [转贴] [DKSH HOLDINGS MALAYSIA BHD:收购了Auric Malaysia的贡献,2019年获得的新客户,以及市场营销和分销部门在行动控制令第一阶段的消费者需求增加] - James的股票投资James Share Investing
28-Jul-2020 DKSH Holdings (M) Berhad - Proxy To Covid-19 Vaccine?

Business Background

DKSH is a Market Expansion Services provider with a focus on Asia. As the term Market Expansion Services suggests, DKSH helps other companies and brands to grow their business in new or existing markets. It operates in the segments namely Marketing and Distribution segment, Logistics segment, and Others. The Marketing and Distribution segment provides a comprehensive portfolio of services ranging from marketing to providing sales force, distribution and logistics, invoicing and credit control, handling of inventory and returned goods and other value-added services. The Logistics segment provides supply chain services ranging from import to forwarding, warehousing and distribution, order processing and collections. The Others segment is engaged in the chocolate chip cookie business.
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  6 people like this.
 
investorking2020 In case of DKSH trading volumes are typically between zero and peanuts. That is deciding the temporary share price, but not the value of the underlying business. Nobody will take your freedom of speech, but you may also have to accept if false statements will yet be commented. Feel free if you have facts to share.
09/02/2021 8:27 AM
apple168 Do you understand this market statement: BUY ON RUMORS, SELL ON NEWS!
09/02/2021 8:33 AM
investorking2020 If there was any serious "rumor" about DKSH, the trading volumes would not be so little. Reality is, nobody is interested in DKSH during COVID. Not even your attempts to spread (knowingly false) rumors will help. Anybody remotely familiar with the industry understands that COVID is doing more damage to DKSH than good. The majority of their business is suffering and they have no stake in COVID vaccines business.
09/02/2021 12:33 PM
apple168 Wish you, the sour grape, all the best in your investment. Good Luck.
09/02/2021 3:00 PM
investorking2020 Thanks, apple168! Since I am not founding my investments on wild speculations, it should be fine. Here are some facts that you may wish to factor in when dreaming about 4 Rm or more: Q4 sales even worse than Q3. Full year sales lower than 2019, despite full year of Auric. Profitability not fantastic either. No involvement in COVID vaccine distribution.

Totally understand that for DKSH 50'000 shares trading volumes can move the price up by 5%, but that is, frankly speaking, kindergarden and not an indicator for a good investment. If that does satisfy your desire for gambling, the luck may better be with you, not with me.
10/02/2021 1:21 AM
Hunter70 Today's volume is only 20,600 and I contributed almost 50% of the total volume. I am buying in not because of the vaccines distribution but based on some good retail report from some of their products with over 20% improvement on y-o-y. If DKSH gets appointed for vaccines delivery then it is a bonus. I think for Pharmaniaga to solely undertake the task of delivery may seem to capital intense, hence I do believe that DKSH may get some (apple168). As for investorking 2020, yes I think this is a very slow moving counter and should the news is out, the volume will be much higher. I sold all my glove stocks and just got out from oil&gas and moved into consumer staples, logistics, packaging industry. Hopefully these few sectors will start moving in the coming months. Happy New Year guys. Cheers !
10/02/2021 5:24 PM
Hunter70 Just a quick note on why this stock can't really move.
74.3% DKSH Resources SB
4.8% LTAT
Free Float only 17.9%

I think that explains why it is low volume.
10/02/2021 5:31 PM
Chong1116 DKSH corporate reports solid 2020 results based on the link below. Looking forward to DKSH Malaysia’s report.

https://www.dksh.com/global-en/home/investors/investors-news
10/02/2021 8:49 PM
investorking2020 Hunter70, about 30 million shares are free float. I remain saying that 50k daily trading volume is not due to small number of floating shares, but due to lack of interest in the stock. Nevertheless, if your investment decision is based on the belief that their retail business is picking up, I think that is a reasonable approach. I would rather be pessimistic on the vaccines business. And even if Pharmaniaga had to pass on certain services, the margins will be super slim.
11/02/2021 8:52 AM
michaelwong Unless it doesn't move . If happened to move might ceiling up . Logistics companies will be the beneficiaries in vaccines transportation . No contra kakis holdings this stock after a long haul of consolidation.
17/02/2021 2:54 PM
apple168 We believe dksh is a solid company with improving profit margin! Cheers!
22/02/2021 3:18 PM
Bgt 9963 Good luck...!
22/02/2021 3:24 PM
amirsyam1001 come on tp 3.8
26/02/2021 11:54 PM
amirsyam1001 If no vaccine distribution. This counter will not going North. Only South.
07/03/2021 1:46 PM
Lioncity Anyone accumulating dksh? One of the good consumer stock that yet to move. I queued 3.00 many days couldn’t get it
10/03/2021 7:48 PM
bgt9963 Does anyone knows DKSH revenue in Myanmma is bad...!
10/03/2021 8:00 PM
investorking2020 Hi bgt9963, given the current situation in Myanmar it must be assumed that business is impacted. However, DKSH Malaysia is not operating in Myanmar, hence, totally irrelevant. Unless you talk about DKSH Group shares. But that is a different story altogether.
11/03/2021 3:10 PM
bgt9963 Thanks...for the info....will just have to see the quater result...!
11/03/2021 3:16 PM
JohnFarmer458 DKSH secured rights to transport AstraVeneca vaccine
24/03/2021 1:53 PM
investorking2020 Hi JohnFarmer458, that is a nice try, but spreading false rumors in this forum is pretty toothless. If you are able to provide evidence for that statement it may even be of interest. So far, only you seem to have come across this news and that alone is not really credible. The trading volumes over the past few days are proof of the lacking excitement about DKSH.
26/03/2021 12:39 PM
Lioncity I have done my collection, now just wait for the right time to harvest. Meantime enjoy some tea and peace scenery.
29/03/2021 5:12 PM
speakup something brewing @ dksh?
30/03/2021 3:31 PM
speakup any reasons to buy dksh?
30/03/2021 3:31 PM
speakup too quiet here in dksh. no sifus here. hard to make decision on whether to buy
30/03/2021 3:41 PM
amirsyam1001 Buy at time it's too quiet. Sell it when it's too noisy.
30/03/2021 7:25 PM
Lioncity Accumulate more at 2.99
02/04/2021 7:49 AM
trader8899 DKSH likely to announce a 10sen dividends sooner than later.

Beneficiaries of strong sectors in play like Healthcare, Performance materials and Technology.

One of the distribution companies that record strong revenues and earnings during this covid-19 pandemic. What more when the government kickstart the Covid-19 vaccine distribution channels.

Potential strong earnings in the coming quarters.

I bought the at RM2.95 and expecting it to go up to RM3.50 in 6 months
Start selling if price is below RM2.80.
Invest at your own risk! Read all in the RESEARCH and NEWS and BLOG section.
18/04/2021 2:30 PM
investorking2020 Surely, the cash situation and the company financials would not allow to pay such dividend. But remember that DKSH group is the main shareholder and probably needs to upstream cash. Lucky small shareholders are participating in this exercise. However, that does not change the general state of DKSH Malaysia and the problems. RM 3.50 appears to be extremely unlikely at the moment.
21/04/2021 11:32 PM
trader8899 Just as expected. Dividend is at 10 sen. Not bad for a yield of 3.3% and potential upside to above RM3.50. Need to wait for coming quarters for good earnings. Sector in play now. Focusing on palm oil.
22/04/2021 9:23 AM
Hafid for DKSH need to wait until rm2.00 is the best to enter. when i enter is at rm0.90 sen.
26/05/2021 8:01 AM
Bgt 9963 Good morning...!
26/05/2021 9:07 AM
sapurakencana Break record net profit 24mil. salute management!
27/05/2021 9:03 PM
sapurakencana cash 122mil
27/05/2021 9:03 PM
firehawk price has been depressed for some time, should wake up now!
27/05/2021 9:31 PM
Cakes Moon Superb QR!!!
27/05/2021 9:52 PM
DreamHunter ha ha ha
27/05/2021 9:55 PM
DreamHunter yah loh
27/05/2021 9:56 PM
firehawk waking up :D :D
28/05/2021 9:28 AM
investorking2020 After past disaster, the expected moderate recovery. Same for all industry and does not say anything about DKSH management performance. Profit driven by the fact that promotional activities were very little and saved a lot of money. That is not sustainable and future profits will suffer. Btw, if you look at Cash, please do not forget to look at borrowings. Net cash is actually worse. Once people find out, the share price will drop dead again.
28/05/2021 5:51 PM
cktay Cash 122m STB 355m LTB 257m
Net debt = 355-257-122 = 490m
Gearing = Net Debt / Equity = 490/693 = 0.7
Gearing is on the high side but not too bad!
In present low interest environment, it is sometimes good to borrow money cheap, as long as you can generate lots of income from it.
Revenue this quarter is highest ever, ascending EPS last 4Qs from 4.9s to 8.6s to 10.2s to 15.2s = 39s
PE ratio is 341/39 = 8.7
One thing not highlighted by many, is its Healthcare business. The two biggest pharmaceutical distributors in M’sia are Zuellig and Diethelm, both with cold supply chains
Zuellig is S’pore owned. Diethelm M’sia belongs to DKSH (M’sia)
For DKSH read https://www.dksh.com/global-en/home/healthcare/covid19-vaccine-distribution
Not sure govt will choose Zuellig or Diethelm or even both in the vaccination rollout for GPs
Even if the vaccine is free, the govt still have to engage distributors (logistics reasons). Can’t expect the GPs to collect themselves. These companies are able to reach the most remote towns in M’sia.
31/05/2021 7:39 PM
Moratorium Hmm, vaccine distribution, news or rumours?
This company also got good Q result, unlike my MMC, no blockage by bankers due to call warrants. Hopefully can fly tmw
01/06/2021 10:59 PM
firehawk should go higher than the other 2 peaks recently .....
02/06/2021 3:55 PM
Cakes Moon Yes, the business model improve significantly.
06/06/2021 12:29 PM
MK76 @moratorium - not surprising if true. dksh Thai distributing sinovac in Thai. If Malaysia gov need help to distribute vaccine to vaccine center, dksh boleh buat. X tau who will help gov distribute all vaccine
08/06/2021 3:47 PM
sapurakencana dont ever depend on distribution of vaccine, be patient on it organic grow in F & B & healthcare business.
08/06/2021 6:15 PM
sapurakencana Still remember why they willing to loan 450M to buy Auric Group.I still remember quite a number of reader blame the management decision.After 3.5 time,the company growth to another level. I hope management start another acquisition again during recession.
08/06/2021 6:24 PM
Moratorium Thanks MK76 and sapurakencana.
I think this is a good company to hold for the long term. With or without vaccine distribution...
08/06/2021 11:56 PM
investorking2020 DKSH is far off distributing any vaccine in MY. And even if so, it will not bring any big profits.

By right investors question Auric. If you look at how much cash was flushed down for this company, you will understand why. Unlikely it will pay off. Basically only served to plug top-line holes. Good news is that with no cash left in the pocket, it will be difficult for DKSH management to waste more investor's money soon.
09/06/2021 6:02 PM
Cakes Moon Beginning of a new uptrend.
15/06/2021 1:07 PM
Cakes Moon Hoot9e
15/06/2021 5:17 PM


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