choop818, I simply follow Buffett and Munger's advise "blindly"...

I am inexperience, and not as good as all the sifu here. Don't follow me.
But, I have not loss any money from Stock market in my 5 years plus of investing YET, touch wood.
(",)

"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." - Warren Buffett.

Haha.. SHQuah... I didn't follow the trend.. I'm old and slow... But i prefer that way...
In fact, I told Neohts about LTAT and OCK... That time OCK only around 80sen..
Did I regret?
Nah.. OCK didn't give me the confident to hold on if the market shut down for 10 years.
By the way, I'm only 30.

"Our favorite holding period is forever."
"Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years."
- Warren Buffett

"I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years." - Warren Buffett

SHQuah, I beg to differ.
Will u sell your company if u know it is making money, and will be making more money in future?
Unless u have no confident in the management, or the prospects of the company, then u should leave as soon as u find out this company is not what u look for.
Just my 1 sen.

At RM8.31, PE 16.62 now..

DKSH lau sai...

Tq Bs1688 for updates..

I'm hoping for Mr Market to price it lower so that I can buy more..

PE 11 ? EPS how much?
Kevin Tan, mind to share how u calculate?

Dear sifu, what will be the best price to re-enter DKSH ?

Any chance of it being price at PE 10 at RM0.744?

PE 18 now..

RM1.44 today..

If sell under private placement, most of the time only cronies benefit. I strongly disagree with this type of untransparent act which is against corporate governance..

Split share don't bring any benefit or value to us.
I would prefer DKSH to carry out share buyback with its cash pile and cancel off the treasury shares to lift the EPS. What say u?

tjhldg, don't need to be sad. U had already realized your paper gains.
While I plan to hold on to paper gains for a little longer..

It seems Mr Market is very optimistic of this counter..

My year end target of RM10 is going to material earlier..

Asking Price and Bidding Price is a big gap.
Buyers are willing to buy at 8.30 but Sellers are willing to sell at 8.70.
So, it all depends who can wait.
If u have no holding power, u will have to settle for a lower selling price. (",)
Fundamental is in tact, no reason to sell now.

Giving u guys an example.
I previously hold Public Bank, entry price around RM7, and it increase to RM11-12, I sold it to lock in gains. But I regret it now, as the fundamental is still great, but I cannot get it back at RM11 anymore.

DKSH is almost like a monopoly in its industry. I didn't see any reason to sell. (",)

Hooi, I agree with u. But, Icap share price is no where near RM3.
Unless Icap plans to do share buyback or liquidate the fund and refunds to u, the NAV have no meaning to minority shareholders.

i3investor haven't update. But CIMB Investment already update in my portfolio..

Dear all, the EPS of RM1.1049 is including one time exceptional gain from disposal of land. The actual normal EPS is only RM0.50.
If u calculate PE based on RM1.1049, u might feel DKSH is damn cheap now.
My fear is ppl will buy based on this misleading info and dump it when they see that the EPS FY2014 is not as high.

I look at 5 years EPS and the future prospects of the company.
I don't really bother daily fluctuations unless I want to add or sell.

EPS FY2013 before share split is RM0.186
EPS after share split is RM0.0744.
RM0.627 of NTA is cash in company.
The company is debt free.
At PE 20, this share should worth RM1.488.
For a well managed Cashflow company like Wellcall, I'll give PE 25 by loking at its prospect.
New factory is on the way, demand is consistent.

林俊松, it doesn't matter. (",)

SHQuah, u are right.
u may deduct RM2.85 from the share price, then only calculate the PE ratio.. (",)

REMEMBER, the EPS is still RM0.50 (excluding exceptional one time gains)...
As long as PE around 25, can still keep it..

It will only update after 25th March, as that's the entitlement date.

Split is effective today.. Noob, I love Wellcall for the same reason..
Wellcall is split at RM3.70 range, and should be around RM1.50... But it is climbing higher now..

Welcome on board kaki goreng..

Gambate! Wishing all good luck..!

EPS is RM0.50, excluding exceptional one time gains. This company is well manage and market leader. Give it PE 20 also not expensive.
But OCK is expensive to me. (",) Maybe I haven't see its value.

ok, tewnama. (",)

EPS is low, PR is over 20, I won't buy in OCK just yet based on "speculated future developments"...

Welcome on board. DKSH will not be the same like MH370. Don't worry too much. (",)

Congrats neohts... I'm not interested with Vincent Tan's counters..

Okdoke, I'll hold DKSH unless the EPS reduce and less than RM0.50...

Gambate!

DKSH CEO Joerg Wolle remarked, "We have a lot of negotiating power with the big retailers because we bundle the products. The big retailers ask for listing fees if you want to position your brand well. Since we might have 50% of the products that a retailer is selling, we have much greater negotiating power than each of the brands by themselves. We often get better trade terms than Nestle or Unilever even though they are giants."

This is the competitive advantage that Harrisons cannot compete.
I'm LONG on DKSH.

TaoKaeNoi, a Thai Company that produces snack food, came to DKSH saying "We see how professionally you market Heinz ketchup, Campbell soup and Kelloggs cornflakes, and we want you to distribute our Thai products, in Thailand."

Oh no... There's no seller for DKSH...

neohts, I will hold to RM10. (",)

http://www.theedgemalaysia.com/personal-finance/256789-insider-moves.html

http://investing.businessweek.com/research/stocks/private/snapshot.asp?privcapId=11382943

Diversified is a dangerous game.. Careful..

I estimate RM10 is the fair value, provided EPS is in tact at around RM0.50 for FY2014. Good luck all.

LPI and Aeon not bad. But I don't own any shares in the company.

LTAT is a better fund managers compare to KWSP.
I have seen other companies held by LTAT, need to recall back.
Anyway, having said that, I don't really fancy listed entities which is heavily held and manipulated by institutions, because being minority shareholders, we are always at the losing ends.
That's the reason why I shy away from Berjaya groups, Genting, Maxis, etc..