Highlights
KLSE: DKSH (5908)       DKSH HOLDINGS MALAYSIA BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
3.96   -0.02 (0.50%)  3.84 - 3.98  449,500
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Financials


Market Cap: 624 Million

Market Cap 624 Million
NOSH 158 Million

Latest Audited Result:  31-Dec-2020

Latest Audited Result: 31-Dec-2020
Announcement Date 06-May-2021
Next Audited Result: 31-Dec-2021
Est. Ann. Date: 06-May-2022
Est. Ann. Due Date: 29-Jun-2022

Latest Quarter:  30-Jun-2021 [#2]

Latest Quarter: 30-Jun-2021 [#2]
Announcement Date 26-Aug-2021
Next Quarter: 30-Sep-2021
Est. Ann. Date: 25-Nov-2021
Est. Ann. Due Date: 29-Nov-2021
QoQ | YoY   5.49%  |    224.24%

Annual (Unaudited) ( EPS: 30.25, P/E: 13.09 )

Revenue | NP to SH 6,355,699  |  47,698
RPS | P/RPS 4,031.32 Cent  |  0.10
EPS | P/E | EY 30.25 Cent  |  13.09  |  7.64%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 4.24  |  0.93
YoY   22.04%
NP Margin | ROE 0.75%  |  7.14%
F.Y. | Ann. Date 31-Dec-2020  |  24-Feb-2021

T4Q Result ( EPS: 50.26, P/E: 7.88 )

Revenue | NP to SH 6,719,301  |  79,238
RPS | P/RPS 4,261.95 Cent  |  0.09
EPS | P/E | EY 50.26 Cent  |  7.88  |  12.69%
DPS | DY | Payout % 0.10 Cent  |  0.03%  |  0.20%
NAPS | P/NAPS 4.56  |  0.87
QoQ | YoY   28.48%  |    72.28%
NP Margin | ROE 1.18%  |  11.03%
F.Y. | Ann. Date 30-Jun-2021  |  26-Aug-2021

Annualized Result ( EPS: 62.76, P/E: 6.31 )

Revenue | NP to SH 7,070,324  |  98,950
RPS | P/RPS 4,484.59 Cent  |  0.09
EPS | P/E | EY 62.76 Cent  |  6.31  |  15.85%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   2.74%  |    175.86%
NP Margin | ROE 1.40%  |  13.77%
F.Y. | Ann. Date 30-Jun-2021  |  26-Aug-2021



Business Performance

Business Performance (By Quarter)

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 2 / 4 50.00% 2 / 8 25.00%
Total Positive Profit Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Profit Growth 4 / 4 100.00% 4 / 8 50.00%
Continuous Quarters Of Adjusted EPS Growth 4 / 4 100.00% 4 / 8 50.00%
Total Dividend Years 1 / 4 25.00% 1 / 8 13.00%
Continuous Quarters Of Dividend 1 / 4 25.00% 1 / 8 12.50%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 1 / 4 25.00% 1 / 8 12.50%
Average ROE 2.88% 2.36%
Average Net Profit Margin 1.17% 0.94%

Business Performance (By Year)

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Years Of Revenue Growth 0 / 5 0.00% 0 / 10 0.00%
Total Positive Profit Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Years Of Positive Profit 5 / 5 100.00% 10 / 10 100.00%
Continuous Years Of Profit Growth 1 / 5 20.00% 1 / 10 10.00%
Continuous Years Of Adjusted EPS Growth 1 / 5 20.00% 1 / 10 10.00%
Total Dividend Years 4 / 5 80.00% 9 / 10 90.00%
Continuous Years Of Dividend 0 / 5 0.00% 0 / 10 0.00%
Continuous Years Of Dividend Growth 0 / 5 0.00% 0 / 10 0.00%
Continuous Years Of Adjusted Dps Growth 0 / 5 0.00% 0 / 10 0.00%
Average ROE 7.91% 14.46%
Average Net Profit Margin 0.80% 1.22%

Key Result

Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 6,719,301 7,070,324 6,355,699 5,458,679 5,920,805
NP to SH 79,238 98,950 47,698 62,729 46,771
Dividend 157 315 - 14,819 12,297
Adjusted EPS 50.26 62.76 30.25 39.79 29.67
Adjusted DPS 0.10 0.20 0.00 9.40 7.80

NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share

All figures in '000 unless specified.

EPS & DPS's figures in Cent.


Growth

Growth (By Quarter)

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue 1.42% 22.92% 11.46% 5.97% 7.80%
NP to Owner 5.49% 224.24% 175.86% 28.21% 62.25%
Dividend 0.00% 0.00% 0.00% 300.01% 700.01%
Adj. EPS 5.50% 224.14% 175.75% 28.21% 62.26%
Adj. DPS 0.00% 0.00% 0.00% 300.00% 700.00%

LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year

Growth (By Year)

T4Q vs LFY T4Q vs AL5FY T4Q vs AL10FY AQR vs LFY AQR vs AL5FY AQR vs AL10FY LFY YoY LFY vs AL5FY LFY vs AL10FY
Revenue 5.72% 13.49% 23.09% 11.24% 19.41% 29.52% -1.54% 7.35% 16.43%
NP to Owner 66.12% 69.41% 26.32% 107.45% 111.56% 57.74% 22.04% 1.98% -23.96%
Dividend 0.00% -98.72% -98.94% - % - % - % 0.00% 0.00% 0.00%
Adj. EPS 66.15% 69.42% 26.32% 107.47% 111.56% 57.74% 22.03% 1.97% -23.97%
Adj. DPS 0.00% -98.72% -98.94% - % - % - % 0.00% 0.00% 0.00%

T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year

Analyze this stock with MQ Trader system
  6 people like this.
 
firehawk glad to hear a more honest voice :-)
31/08/2021 11:05 PM
MK76 nice nice move dksh. will not sell and keep you for one year. Huat ah
01/09/2021 6:06 AM
dompeilee The SQUEEZing of contra gamblers proceeds...
01/09/2021 10:06 AM
wallstreetrookie @dompeilee Do you have Instagram?
01/09/2021 11:53 AM
Mr.Sm Invest123 发布于 2021年09月01日 15时46分 • 最后更新 2小时前 • 报导:雷洁敏
方案集团携手利直南 助政府加速新冠疫苗接种率

(吉隆坡1日讯)方案集团(SOLUTN,0093,创业板)和利直南(DKSH,5908,主板消费股)携手合作,协助政府加速新冠肺炎疫苗接种率,尽快把疫苗配送到卫生部营运的各个接种中心,并确保以安全可靠的方式处理疫苗。

方案集团周三发文告指出,利直南已被卫生部指定为处理中国康希诺公司(CanSino)的新冠肺炎疫苗物流和分销商,该款名为“克威莎”(Convidecia)的疫苗将被配送至各个接种中心。方案集团子公司Solution Biologics私人有限公司是康希诺在东盟的独家经销商和生产合作伙伴,也打算与利直南合作,向私人领域供应克威莎疫苗
01/09/2021 6:20 PM
VTrade How much the project earn ? Any amount?
03/09/2021 8:42 AM
dragon328 Typically DKSH would try to get a gross margin of around 7% from distribution. Assuming a cost of RM150 per dose of CanSino vaccine, the company may get a gross margin of RM10.50 from distributing 1 dose of vaccine. For 1 million dose, the gross margin would be over RM10 million.
03/09/2021 1:01 PM
dragon328 Anyway this vaccine distribution is just extra income to DKSH in this year and next. From its existing businesses, DKSH may already get about RM160-200m free cash flows or over RM1.00 per share a year. Assuming dividend payouts of 50% of free cash flows or 80% of net profit, that would be 50 sen dividend steadily every year.

For a 7.0% dividend yield, this stock should trade at RM7.00.
For a 5.0% dividend yield, it should trade at RM10.00.
03/09/2021 1:06 PM
deMusangking believeme, the rise is not due to the vaccine thing!
just that some animals are more equal than others...meaning some have important info which is not released yet!
believe me when i said 50% upwards within a year? u dun believe words of wisdom? haha
03/09/2021 1:12 PM
VTrade Today up many, aiya… musang u got more inner detail?
03/09/2021 1:21 PM
uptrending Maybe reach next week
03/09/2021 2:03 PM
uptrending How many are still holding?
03/09/2021 9:19 PM
gemfinder Stil holding tight. Rm8 on d way
04/09/2021 5:57 PM
uptrending Why 8
04/09/2021 9:35 PM
a11282879 沒錯的話 應該是在10塊以上
04/09/2021 10:43 PM
uptrending 哗!有这么值钱吗?
05/09/2021 12:45 PM
uptrending 历史的最高是rm 9. 20
05/09/2021 12:46 PM
uptrending 明天limit up? :)
05/09/2021 12:47 PM
uptrending Rm100 million free cash inflow over the last 6 months...
05/09/2021 3:29 PM
uptrending Rm200 million free cash inflow per annum for a 157 million shares company, if use DCF @8% over 25 years with no terminal value, the present value is about RM14 per share.. :)
05/09/2021 3:42 PM
deMusangking believe words of wisdom! haha
06/09/2021 10:50 AM
wallstreetrookie Tomorrow DKSH might sustain its run given the surprise announcement regarding vaccine distribution. The core business remains profitable and shareholders will be rewarded in the short term. This is both a short and medium term play.
06/09/2021 9:18 PM
Foreign_Invest stay strong, why keep falling. Some predict today will fall to 4...
09/09/2021 10:29 AM
MK76 @foreign_invest - ok to fall to 4. More people bole beli. Last time I buy 3.50 n drop to 2.90. Now high 4.80 drop to 4 ok leh
09/09/2021 3:03 PM
Foreign_Invest @MK76 last time 3.5 drop 2.9? since when u bought this? as long as the big player entered previously on 27 & 30 Aug still with us, the price will maintain 4.2 +-
09/09/2021 3:19 PM
MK76 @foreign_invest - last year Dec. it shoot up few time to 3.7++ and hilang steam after tat. No take profit become paper loss. Hehe. Tat time many people say dksh no good.
09/09/2021 3:22 PM
MK76 I won’t sell dksh. keep one more year. wan fight bonus issue.
09/09/2021 3:27 PM
wallstreetrookie Still trading at 8x PE. how is this possible? You all need to buy more
13/09/2021 9:58 AM
wallstreetrookie DKSH deserves double its book value. Just ate my breakfast with DKSH branded butter haha
13/09/2021 10:02 AM
wallstreetrookie Are you all still holding DKSH/
14/09/2021 8:14 AM
stockraider Go for it

Strong Growth mah!
14/09/2021 8:24 AM
Foreign_Invest Target 5.3
15/09/2021 1:59 PM
wallstreetrookie Buy the dip.
15/09/2021 4:23 PM
gemfinder sold alll. thx
15/09/2021 5:11 PM
wallstreetrookie Morgan Stanley's Slimmons: Sees value back on the table in the next quarter.
"And what I see is that value has made its way back up, but it’s still pretty cheap versus growth. Now I happen to believe that not only will value reprice back to where it normally is, but I think that the change in the tone out of the Fed could lead to a period where value outperforms growth for an extended period of time, the way it did in the ’90s."
20/09/2021 9:16 AM
dompeilee If I didn't take the opportunity to SELL off ( which I did) when it was above 4.50, I would be a dead duck already...
20/09/2021 9:59 AM
dompeilee Or rather...hv to wait another 5 years lol
20/09/2021 10:02 AM
stockraider U wait until your grand mother come loh!

Posted by dompeilee > Sep 20, 2021 10:02 AM | Report Abuse

Or rather...hv to wait another 5 years lol
20/09/2021 10:04 AM
Foreign_Invest price is attractive now
20/09/2021 10:14 AM
Najib Zamry bought back some at RM3.93 .......
20/09/2021 10:25 AM
dragon328 wow such a good bargain to load up more. A happy day indeed.
20/09/2021 4:16 PM
investorking2020 The typical game for DKSH. Tiny trading volumes lead to big swings in share price immediately after somebody gets excited...and then it drops dead again. And the reason is that DKSH is not as well managed as some here try to make us believe. If there was a little more substance in the company, price had a chance to sustain a high base. But so it will drop to 3RM or below soon with a handful of trades a day. This stock is a good gamble every now and then, but by far not a decent investment for longer term.
20/09/2021 6:49 PM
uptrending Those who were wrong in the past, will be wrong again... Just let time deliver the verdicts. :)
20/09/2021 7:15 PM
uptrending Those who were right before would be right again! Bravo! :)

Again let time deliver the verdicts.. :)
20/09/2021 7:38 PM
Najib Zamry Welcome back joker ……
investorking2020
41 posts
Posted by investorking2020 > Sep 20, 2021 6:49 PM | Report Abuse

The typical game for DKSH. Tiny trading volumes lead to big swings in share price immediately after somebody gets excited...and then it drops dead again. And the reason is that DKSH is not as well managed as some here try to make us believe. If there was a little more substance in the company, price had a chance to sustain a high base. But so it will drop to 3RM or below soon with a handful of trades a day. This stock is a good gamble every now and then, but by far not a decent investment for longer term.
20/09/2021 10:12 PM
dragon328 No stock can keep rising forever. I did warn before that DKSH had risen too fast after the result announcement and profit taking would take place soon.

DKSH had risen for 10 days or so from RM3.00 to a peak of RM4.85 with total traded volume in excess of 15 million shares in the 2-week period. It then goes on a profit taking phase that runs into its 11th day now with about 5 million shares traded so far.

It is normal for a stock to give up 50% to 68% of the gain especially the gain was achieved within a short period of time. I see support levels at RM3.90 then stronger one at RM3.60.

Nothing has changed in its fundamentals, it is just that profit taking is flushing out weak holders who are impatient enough to hold for 2-6 months and enticed to take quick profit after the recent strong gains.
21/09/2021 10:33 AM
dragon328 I maintain my projections that DKSH should reach RM7.00 in 6 months and even RM10.00 in blue sky scenarios within 2 years.

With major shareholders holding over 75% stakes, DKSH is itself a prime target for privatisation. Pegging a FY2021 PER of 10x, I expect a take-over price not less than RM6.00. DCF based valuation would take it to beyond RM7.00 for any meaningful acceptance.
21/09/2021 10:40 AM
Foreign_Invest No stock will keep rising. Be patient
21/09/2021 10:53 AM
dompeilee No recovery...
21/09/2021 11:19 AM
Foreign_Invest Today i miss out the chance to collect some at 3.85. Now recovery stage already
21/09/2021 4:28 PM