neohts, I'm not too concern about holding too large a ball as my investments are relatively small compare to large major investors like u. (",)
Anything below RM50k can be easily absorb by major shareholders, I believe.

Maybe LTAT making gains from the few sen difference in price when they trade..

EPF practice the same in and out mechanism. Not sure why. Probably creating false impression of high trading volumes.. And at the same time providing good fees for investment banks?

27/4/2014 ? Prediction?

Berkshire Hathaway is a good company u can add anytime. If u can afford Share Class A, go for it. If not, Class B share will be a good alternative.

I seldom disclose the share I love, DKSH is exception. (",) neohts, u are the pro.. I'm just learning..

Toto have too many related party transactions which I cannot understand. Maxis was privatized with overseas operations but subsequently re-listed with only local operations at higher valuations, so I'm not interested.

Neohts, u are right. Price per share RM7.45 is how much u pay for whole biz. NAV RM2.85 is the cash value of the assets of the company. RM7.45 less RM2.85 is the price u pay for the biz excluding assets.

If less NAV RM2.85, at current price of RM7.45, the PE is only around 9.2.
Still very cheap..

7.45 now.. I missed the top up at RM7 few days ago..

Just to add, the EPS of RM1.1089 is including one off disposal of a leasehold land contributing to RM0.61 in EPS.
The actual EPS excluding the one off gain from land sale will be RM0.4989 in FY 2013, compared to RM0.4932 in FY 2012.
It's still marginally higher.

At RM7.35, the PE ratio will be 14.73 only. For a cash cow company like this, it will easily worth more than PE 20, a target price of around RM9.978. This is how I arrive at RM10 estimate..

Q4 2013 result is out.
Summary is here.

EPS for FY 2013 is RM1.1089, compared to RM0.4932 in FY 2012.
NAV is RM2.8491.
Company revenue is increasing, net profits higher, and zero debts and lots of cash on hand.

Share price is RM7.22 now..

Meaning that, even if u buy at RM7.35, u are only paying RM4.50 for a share as RM2.85 is cash in company.

That's very cheap.. Estimated share price to hit RM10 by this year. That's my estimate. Don't sue me if it didn't.

Wee888, how u calculate the 0.70EPS from one off disposal? From what I see, the liabilities (loan) are lower and almost zero debts, if take into account cash on hand and in banks. The biz is definitely growing with higher revenues.. NAV also increased to RM2.8491... Isn't it?

Price is being beaten down for no reason.. Wish I can buy more..

Waiting patiently... I'll accumulate more.. hihi..

Caring is not using a sen of its own money in running the biz. Suppliers are giving terms up to 3 months, while the receivables are moving in 30 days basis. That's free cash flow from operations. With more stores coming up, the revenues will go up. Stay tune.

I just top up again today.. 7.31...

I will hold. (",) Like to read the sharing by all of the sifu here. Thanks,

What other counters u guys look at?

My estimate is 20x EPS.

RM5.06
I'll keep adding.

I just came across this forum. Thanks all sifu above for sharing so many info about DKSH.