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Insider Asia’s Stock Of The Day: DKSH (08/07/2015)

Tan KW
Publish date: Wed, 08 Jul 2015, 10:03 AM
Tan KW
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Insider Asia’s Stock Of The Day: DKSH (08/07/2015)

DKSH (5908)
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Discussions
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calvintaneng

I like DKSH!

I bought it at only 42 cents but sold too early.

From 42 cents till now DKSH already up 1,000%

This is only matched by Dutch Lady from Rm4.00 to over Rm40.00 (also up 1,000%)

I think with less disposal income due to GST both DKSH & Dutch Lady (Now Holland Grandma) will be impacted. Dutch Lady will be hit harder as it has no moat. Greenfields Milk is making inroad into Dutch Lady territory.

As for DKSH I often meet their sales promoter and merchandisers in Supermarkets. They are quite an optimistic bunch.

Malaysia is a small market for DKSH and there is geographical limitation for its growth.

I would like to buy DKSH at Rm3.00 & average down.

Try to get DKSH at Rm3.00 and average down.

2015-07-08 10:25

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