Highlights
KLSE: DKSH (5908)       DKSH HOLDINGS MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
3.40   0.00 (0.00%)  3.38 - 3.42  184,200
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  6 people like this.
 
QTG7623 Bila keluar QR?
17/11/2020 12:44 PM
cbkia4896 where is investorking 2020 now? go back to hide ah?
17/11/2020 10:25 PM
cbkia4896 Dksh Swiss also rose 10 percent this week. For a rm300 per share counter.... I'm calling that something gonna happen to dksh soon. Maybe an official agreement with one of the big pharma giants
18/11/2020 1:42 AM
VenFx PROPOSED ISSUANCE OF UP TO 705,176,354 FREE WARRANTS IN [ GD EXPRESS CARRIER BHD ] ("GDEX") ("WARRANTS C") ON THE BASIS OF ONE (1) WARRANT C FOR EVERY EIGHT (8) EXISTING ORDINARY SHARES IN GDEX HELD ON AN ENTITLEMENT DATE TO BE DETERMINED AND ANNOUNCED LATER


SO MANY GOODIES IN THERE !
exercise price warrants assuming to be at 0.420
Go calculate for the fv price of Gdex.

EGM on (03.12.2020) to be approved , I guess.


Ahh haa , there is a tax relief link shared at Gdex s thread.
Pls do read there.
18/11/2020 12:12 PM
investorking2020 cbkia, no need for hiding. I remain: You guys will (a) be surprised how little DKSH will be involved in distribution of COVID vaccines at the end. Wait and find out. This may give you a first idea:

https://www.theedgemarkets.com/article/kanger-ropes-more-collaborators-help-distribute-covid19-vaccines

And (b) the rest of the business will surely be impacted by COVID restrictions and not do well. For that just wait until end of November when Q3 report is out.

Totally accept that the baseless speculation surrounding the vaccine offer a lot of opportunities with this stock, but just keep in mind that company fundaments are bad. If a company promoting e-commerce as main pillar has to fire the CIO, not a good sign. Something is going wrong at DKSH.
18/11/2020 12:52 PM
cbkia4896 okok, i exit first.. tiong nam and tasco going down faster than i thought, dragging my dksh along.
Will kutip balik if Qr cantik, gonna go back to gloves for a while. Ruberex looks yummy
18/11/2020 3:45 PM
cbkia4896 ok u win this round investorking, malaysia officially buying vaccine only for PRC
18/11/2020 4:46 PM
apple168 Saya mewakili kerajaan Malaysia menandatangani perjanjian kerjasama antara kerajaan China yang akan membolehkan Malaysia mendapat akses kepada vaksin COVID-19 daripada negara China apabila ia terbukti selamat dan berkesan.

Perjanjian ini juga akan menyaksikan diplomasi sains yang lebit erat antara kedua-dua buah negara bagi tujuan penyelidikan dan pembangunan vaksin menerusi entiti kerajaan mahupun swasta pada masa hadapan.

—> from khairy jamaluddin
18/11/2020 8:39 PM
apple168 No hope to get Pfizer vaccine to Malaysia
18/11/2020 8:40 PM
NPRA1985 Kanger International Bhd has roped in Zuellig Pharma Sdn Bhd and K-Star Sport Ltd to collaborate on the distribution of Covid-19 vaccines in Malaysia.

The vaccine and other products are developed by state-owned China National Pharmaceutical Group Corp (Sinopharm).

https://www.theedgemarkets.com/article/kanger-ropes-more-collaborators-help-distribute-covid19-vaccines
18/11/2020 11:56 PM
NPRA1985 Pfizer and BioNTech say final analysis shows coronavirus vaccine is 95% effective with no safety concerns

https://edition.cnn.com/2020/11/18/health/pfizer-coronavirus-vaccine-safety/index.html
18/11/2020 11:56 PM
bclim_83 There is no way that our government will provide vaccine to all Malaysians. Just like other medicines, there will be certain medicines only available in private sector. There will be people will need to buy the vaccine on their own from private sector. DKSH mostly supplies to private sector and some to government sector as they usually supplies original drugs from MNC such as pfizer, Johnson & Johnson.... they still stand a chance to distribute the vaccine. Pls get to know more about pharma supply in Malaysia. Does not mean that msia sign vaccine agreement with china, other companies' vaccine will not enter msia. The government would be happy if those who are not high risk will get vaccinated using their own money. The vaccine purchased by government will only 1st be given to high risk group, 1st given to only 10% of population. To achieve herd immunity, it will need to vaccinate at least 70% of the population. No way the government will achieve this alone without the help from ppl and private sector
19/11/2020 8:29 AM
bclim_83 Similarly like the covid test kits. Msia bought the kits from certain countries for MOH use. But, there are many private hospitals and clinics also purchase the test kits from other companies or countries as long as the kits fulfill MOH criteria. The same goes to vaccine. Some low risk ppl in our countries may opted to buy the vaccine from MNC like pfizer with proven track record and openly published data. So far China or russian companies have not provided the data of their vaccine
19/11/2020 8:38 AM
investorking2020 bclim_83, you are certainly right with your assumptions. However, the problem for DKSH will be that they are not the current distributor for Pfizer, J&J or AstraZeneca. All of these manufacturers have chosen to work exclusively with a competitor. I strongly recommend you to investigate yourself and recalibrate your above statement. Your current understanding of DKSH's principals is simply incorrect. You will find that the chance of DKSH taking a significant share in the distribution of their vaccines is fairly slim. Hence, pricing that into the share price is without substance but only speculation on basis of false rumors. Your money, not mine.
19/11/2020 8:58 AM
bclim_83 Like i said before, investing in DKSH does not solely depend on vaccine. This company has been growing with CAGR of ard 20% for the past 10 years without the vaccine. Almost every household is using the products they distribute or using their in house brands. They may or may not distribute the vaccine. If they does, it ia a plus. By the way, they are distributor of pfizer, J&J products in Malaysia and also over 60 countries worldwide. U may check in their website or analyst presentation
19/11/2020 9:49 AM
investorking2020 bclim_83, only because they mention names in their presentation does not automatically mean that they are their main distributor. They may provide some services to the mentioned companies, but they are not their exclusive distributor. Do not trust marketing material only. If you do not believe, you may want to ask DKSH explicitly.

For the rest of your argument, I agree. But under current circumstances the other business does not justify any hype or surge in share price.
19/11/2020 10:57 AM
smallboybuyshares Stupid if u dun sell
19/11/2020 12:48 PM
cbkia4896 sell sell sell
buy solution
buy LKL
buy Mahsing
buy Bintai
buy Kanger
Sell till below rm3 then i kutip back
19/11/2020 4:27 PM
007007 Nobody said that DKSH already confirmed won the distribution rights. No one has been confirmed. Share price will go up based on possibilities......same applies to Tnlogis, Tasco, Dpharma, etc. Share price always go up in anticipation.
20/11/2020 1:35 PM
007007 Also......there will be multiple types of vaccines, not just confined to Pfizer. There will be enough business for everyone to share. No single company can monopolise the distribution business.
20/11/2020 1:53 PM
007007 DKSH, Zuellig, Tasco, Tnlogis, Dpharma, Pharma, etc....all will benefit to some extent.
20/11/2020 1:55 PM
007007 Khairy Jamaludin "already informed the Dewan Rakyat that the government was in direct contacts with eight vaccine producers and two via the Covax plan.".......Star newspaper today.
20/11/2020 1:59 PM
007007 The real issue is whether the company is qualified to handle the vaccines.
20/11/2020 2:01 PM
NPRA1985 EU says 2 Covid-19 vaccines could be approved this year

https://www.freemalaysiatoday.com/category/world/2020/11/20/eu-says-2-covid-19-vaccines-could-be-approved-this-year/
20/11/2020 2:44 PM
NPRA1985 Regardless, the budget for Covid-19 Vaccines is secure. Hence, nothing to worry for Covid-19 vaccine related counters.

---------------

The MPs told Malaysiakini that in the event Budget 2021 was not passed, ARTICLE 102 of the FEDERAL CONSTITUTION could be invoked to table a separate bill to authorise essential spending.

Essential spending could include civil servant emoluments and HEALTHCARE EXPENSES needed to battle the Covid-19 pandemic.

https://www.malaysiakini.com/news/551768
22/11/2020 11:59 PM
sapurakencana Bclim : see the DKSH flying colour result without Vaccine, Please focus on their current business model,otherwise you will loss this opportunity.I invest in this counter due to it solid distribution & marketing business. Please read their report carefully.
25/11/2020 6:37 PM
investorking2020 sapurakencana, are we reading the same report? I think you may be misled by the comparison to previous year, which was a total mess with lots of restructuring costs. Compared to that, figures look okay. But what is interesting is not, whether DKSH is just doing as good as in a very bad year but whether it develops reasonably compared to the past. I suggest you compare to 2018 or 2017.

Q3, 2020: Net profit: 31m, total borrowings: 728m; Q3, 2018: Net profit: 34m, total borrowings: 190m

What happened is that DKSH acquired Auric to polish revenue numbers at no incremental profit, but accumulating significant debt. At least it is deflecting attention from the fact that the rest of the company is not doing well.

In summary, if I read the report carefully what it tells me is that operating cash flow is miserable, revenue is relatively bad considering the Auric full year contribution, profitability is way below past years (ignoring a disastrous 2019), huge investments made to plug the sales declines which barely pay back, working capital management is a disaster and the liquidity situation becoming a huge problem. You may call that a solid distribution and marketing business, I do not. But for sure, that is nothing close to a "flying color result".
26/11/2020 9:28 AM
lbkeat the price now is fair. Q3 FY20 31M VS Q3 FY18 34M. remember dksh 2018 price is more than rm4. dksh using loan to acquire auric but not cash so it cant reflected to its group earning immediately (buying at high primuim for a market leader and growth com is a long term strategy ). this q its marketing and distribution segment drag down a bit compare to previous q due to hygiene costs, lets see in next q.
26/11/2020 10:49 AM
sapurakencana Investorking,Even we have different point of view,but i still like it solid distribution & marketing business. Now is the time you decide whether to buy or not, nobody will know what will happen coming 2 years time.
26/11/2020 10:49 AM
lbkeat dksh now not just a trading but combination of both manufacturing com(with reputable brand )and trading taiko in malaysia and singapore. so, it depends on how much pe u willing to give. If its transportation segment can back to precovid level , im looking eps more than 10 sen per q in fy21.
26/11/2020 11:20 AM
mrmeow AHEALTH has the cold storage facility and has expanded by acquiring more cold facility and prepared for the covid19 vaccines. Don't foget this real making money one, supplying Msia and Singapore, stable & growing business even before covid, always on an uptrend
26/11/2020 11:31 PM
super_newbie Gov't inks deal with Pfizer to vaccinate 6.4 million Malaysians

https://www.nst.com.my/news/nation/2020/11/644852/govt-inks-deal-pfizer-vaccinate-64-million-malaysians

While the world is holding its breath awaiting the release of the first COVID-19 vaccine, DKSH is already looking at how we can ensure that a vaccine can reach people in all corners of Asia. As one of Asia’s biggest vaccine distributors, it’s our mission to help Asian patients.

https://www.dksh.com/global-en/insights/opportunities-and-challenges-to-bringing-a-covid-19-vaccine-to-asian-citizens
27/11/2020 5:00 PM
Humble_Investor https://www.theedgemarkets.com/article/malaysia-has-signed-initial-agreement-pfizer-procure-128-million-doses-covid19-vaccine
28/11/2020 1:46 AM
NPRA1985 UK set to approve Pfizer-BioNTech Covid vaccine within days

https://www.ft.com/content/ebd9ca50-c2d7-4b0e-afd5-e90e93c0c495
29/11/2020 3:15 AM
mrmeow APEX HEALTH (AHEALTH) has been approached by several manufacturers to be the authorised distributor for their upcoming Covid-19 vaccines (work-in-progress). There are many considerations in evaluating these proposals (ie. whether the products will be approved, pricings, efficiencies, requirements, etc) and hence, Apex has not committed to any manufacturer. Instead, the group will likely start off as a wholesaler, where Apex will distribute the Covid-19 vaccines from various manufacturers''

AffinHWang
29/11/2020 12:16 PM
NPRA1985 PM: No call to reject 2021 Budget just to bring about polls

"There is no need to do that (reject the 2021 Budget). If you ask me, I could have yesterday advised the Yang di-Pertuan Agong Al-Sultan Abdullah Ri'ayatuddin Al-Mustafa Billah Shah, to dissolve Parliament so that a general election can be held.

"But we all know that the problem is Covid-19. InsyaAllah, if He allows it, when the pandemic is over, we can hold a general election.

Muhyiddin added that the 2021 Budget, worth RM322.5 billion which was passed at the policy level in Parliament on Thursday, is aimed at easing the burden of the people and restoring the country's economy.

"I hope the 2021 Budget will be approved at the Dewan Rakyat and subsequently at the Dewan Negara. This is to ensure that the people will receive the assistance that they need during this tough time."

https://www.nst.com.my/news/politics/2020/11/645117/pm-no-call-reject-2021-budget-just-bring-about-polls
29/11/2020 9:23 PM
NPRA1985 No significant change to reject budget at committee level: Dr M

FORMER Prime Minister (PM) Tun Dr Mahathir Mohamad said no significant change can be achieved if the proposed Budget 2021 is rejected at the committee level debate session.

“Rejecting the budget at the committee level, as it is said to be done, will not bring any significant impact on the government nor the proposed budget.

“It is just an attempt to divert the criticisms of the people who are disappointed with the attitude of the Opposition,” Dr Mahathir said in a statement today.

https://themalaysianreserve.com/2020/11/27/no-significant-change-to-reject-budget-at-committee-level-dr-m/
29/11/2020 9:35 PM
super_newbie Telstar Lifesciences-General Lab Equipment-Ultra Low Temperature freezers (-86°C & -45°C)

https://www.dksh.com/global-en/products/ins/telstar-ultra-low-temperature-freezers
30/11/2020 9:50 AM
tuapuikia Come on !!!
30/11/2020 11:05 AM
NPRA1985 U.K. Approves Pfizer Coronavirus Vaccine, a First in the West
The emergency approval, ahead of the United States and the European Union, clears the way for Britain to begin mass inoculations. “Help is on its way,” one official said.

https://www.nytimes.com/2020/12/02/world/europe/pfizer-coronavirus-vaccine-approved-uk.html
02/12/2020 6:29 PM
investorking2020 Congratulations to Pfizer! But Pfizer is not distributed by DKSH in Malaysia.
02/12/2020 7:31 PM
Sean Eng Kwong Howe Lmost all pfizr product are by dksh
02/12/2020 7:34 PM
stan888 With pfizer approved in UK...it will be widely distribute in other countries...whether Dksh will be the main distributor is still a question...BUT...they are the biggest pharmaceutical/medical distributor in Malaysia..so ..wait and see
03/12/2020 8:21 AM
NPRA1985 Forwarders see their cargo bumped as vaccine shipments take off

https://theloadstar.com/forwarders-see-their-cargo-bumped-as-vaccine-shipments-take-off/
03/12/2020 11:30 AM
investorking2020 In the interest of facts versus fiction, suggest to check MIMS who is the main distributor for Pfizer Rx products in Malaysia. It is not DKSH. At the same time, DKSH is also by far NOT the biggest pharma distributor in Malaysia.
03/12/2020 12:31 PM
huat8787 https://www.dksh.com/hea/dkshpro/home
03/12/2020 1:33 PM
investorking2020 There is a difference between a marketing pamphlet declaring something the "leading growth partner" (God knows what that is) and being the biggest pharma distributor. But believe what you want if it makes you feel better.
03/12/2020 2:40 PM
super_newbie US dollar weakening favor distributor or importer as cost of good sold is cheaper?
03/12/2020 3:28 PM
NPRA1985 DUBAI: Bahrain said on Friday it has granted emergency use authorization for the Pfizer/BioNTech COVID-19 vaccine, becoming the second country after Britain to approve it.

The kingdom had also approved Sinopharm’s COVID-19 vaccine in November for use by frontline workers.

https://www.arabnews.com/node/1772516/middle-east
05/12/2020 1:36 AM
NPRA1985 South Korea reaches deal to buy AstraZeneca's Covid-19 vaccine candidate

https://www.straitstimes.com/asia/east-asia/south-korea-reaches-deal-to-buy-astrazenecas-covid-19-vaccine-candidate
05/12/2020 1:48 AM


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