Highlights
KLSE: DLADY (3026)       DUTCH LADY MILK INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
63.70   0.00 (0.00%)  63.60 - 63.70  800
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General Meeting

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Ann. Date Date Time Type Venue View
25-Apr-2013 29-May-2013 10:00 AGM Hotel Armada, Lorong Utara C Section 52 46200 Petaling Jaya Selangor Darul Ehsan Meeting Detail
24-Apr-2014 28-May-2014 10:00 AGM Atlanta Ballroom, Level 3, Hotel Armada, Lorong Utara C, Section 52, 46200 Petaling Jaya, Selangor Darul Ehsan Meeting Detail
23-Apr-2015 27-May-2015 10:00 AGM Atlanta Ballroom, Hotel Armada, Lorong Utara C, Section 52, 46200 Petaling Jaya,Selangor Darul Ehsan Meeting Detail
31-Mar-2016 26-Apr-2016 10:00 AGM Atlanta Ballroom, Level 3, Hotel Armada, Lorong Utara C, Section 52, 46200 Petaling Jaya, Selangor Darul Ehsan Meeting Detail
31-Mar-2017 28-Apr-2017 09:00 AGM Atlanta Ballroom, Level 3, Hotel Armada, Lorong Utara C, Section 52, 46200 Petaling Jaya, Selangor Darul Ehsan Meeting Detail
27-Mar-2018 26-Apr-2018 09:00 AGM Atlanta Ballroom, Level 3, Hotel Armada, Lorong Utara C, Section 52, 46200 Petaling Jaya, Selangor Darul Ehsan Meeting Detail
11-Apr-2019 26-Apr-2019 09:00 AGM Ballroom 2, Level 3D, Sheraton Petaling Jaya Hotel, Jalan Utara C 46200 Petaling Jaya, Selangor Darul Ehsan, Malaysia. Meeting Detail
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  8 people like this.
 
padi68 Wait rm100 come :)
14/08/2018 7:04 PM
Dr_Mahathir You bought high is it?

padi68 Wait rm100 come :)
14/08/2018 19:04
23/08/2018 8:28 AM
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 8:28 AM
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 AM
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 PM
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 7:16 AM
cheated_ RM 45 or lower may consider not RM 66.52.
01/09/2018 7:19 AM
cheated_ NTA RM 1.54 is lowest in i3 data but not share price.
01/09/2018 7:20 AM
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 7:38 AM
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 7:43 AM
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 AM
ongkkh Drop none stop.....anybody can explain the drop?
07/09/2018 9:06 PM
tsc516 Either Epf or foreign fund is selling....
12/09/2018 11:13 AM
dompeilee SOLD 100 Dutch Lady @ 64.32...
16/10/2018 4:51 PM
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 5:07 PM
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 8:23 AM
5354_ QR 28th Nov? Why delay if good?
https://klse.i3investor.com/servlets/stk/3026.jsp
09/11/2018 3:21 AM
5354_ 3iii if talk history past is good. How abt those buying now? Why past good must repeat? Profit sure up?
09/11/2018 3:23 AM
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 AM
5354_ Last QR revenue drop meaning demand for DLady products drop? 63.96 still cheap?
10/11/2018 3:48 AM
tsc516 Dividend dropped, only declare rm0.90 this time
27/11/2018 5:51 PM
wkl1063 quarter out!
27/11/2018 5:56 PM
3iii Another good qtrly result announced.
27/11/2018 6:05 PM
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 6:06 PM
BN_better FD higher rate. Sell on news.
27/11/2018 10:03 PM
BN_better Revenue drop YOY. PH bad govn?
https://klse.i3investor.com/servlets/stk/fin/3026.jsp
27/11/2018 10:05 PM
dompeilee Dividend cut by 18% is already very bad news on its outlook...2day price dropped more than the dividend!
10/12/2018 5:26 PM
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 7:58 PM
dompeilee Plunging below 60.00! Very happy I sold @ 64.32 even though I sacrificed the reduced dividend...
20/12/2018 10:26 AM
ongkkh Dompeilee, I observe you always make the right decision, you are really smart investor cum trader.
20/12/2018 6:05 PM
dompeilee It took me a long time to learn but I still do make mistakes...yet that is the nature of the markets, which can wipe out hundreds of millions if the investor is not careful! DLady just touched a new 52-week low of 58.90 (10,200 shares)...
21/12/2018 9:37 AM
ongkkh Dompeilee, i just sold it at 59.5 and 60 respectively, but rate it as lousy action as should sell it after ex-div. Please give comment more on this counter. Thanks.
21/12/2018 12:30 PM
enigmatic good to see rebound from Dutch Lady. After all, it ain't over until the fat lady sings...
28/12/2018 2:10 AM
fionayip 60.00 already, is time to keep eye on it
21/01/2019 5:56 PM
LouiseS EPS on decreasing trend in last few years, PE ratio very high at 32.4, the ROE at 90% and dividend yield at 3.29%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html
26/01/2019 12:51 PM
yiniugongxiong DLADY 3026 INFORMATION OVERVIEW 1
https://yiniugongxiong.blogspot.com/2019/01/dlady-3026-information-overview-1.html
26/01/2019 7:04 PM
3iii Price has moved up recently. Any news?
29/01/2019 4:29 PM
RHB_ BIMB RM 65?
31/01/2019 3:22 PM
4444 PE 34 cheap?
20/02/2019 3:01 AM
3iii 10% YoY earning growth. Excellent results.
27/02/2019 6:30 PM
3iii FY18 core net profit of RM124.1m and full-year dividend of 200.0 sen came within our expectations. While sales may see limited momentum, the group could be poised to see some further expansion in margin on better milk powder prices. Upgrade to OUTPERFORM with a higher TP of RM67.94 (from RM64.10) as we increase valuation to 30.0x FY19E PER.

Source: Kenanga Research - 28 Feb 2019
28/02/2019 10:23 AM
stockraider Remember what warren buffet says " a fabulous company bought at optimistic high price can be a bad investment choice loh" !!
28/02/2019 11:06 AM
VWWong Nestle PE Ratio 52 compare to DLady PE 34. Anybody know why?
04/03/2019 5:32 PM
farisszuan should buy this?
05/03/2019 12:01 PM
moven00 Mana Gua punya dividend?!
08/03/2019 5:28 PM
enigmatic Don't let this distract you from the fact that DLADY was RM9 ten years ago today
10/03/2019 12:13 AM
YAPSS Day 14 of Fundamental Daily, YAPSS will be covering Dutch Lady Milk Industries Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #FundamentalDaily014

Click the on the link below to find out more:  
https://www.youtube.com/watch?v=fHEJxWbMOVI
17/03/2019 4:43 PM
laubehuit could profits be plowed back for expansion...still all silent on the dividend front
27/03/2019 11:47 AM
DickyMe Delisting soon
12/04/2019 3:18 PM
enigmatic Delisting? By whom? Any credible source? No?
19/04/2019 12:22 PM


 

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