A better buy is Pm Corp. Also in similar industry like DKSH and better on 3 counts.
1. DKSH markets for other FMCG companies which Pm Corp manufactures its own products.
2. DKSH market is limited to geographical rights - West Malaysia, Sabah & Sarawak while there is no constrain to Pm Corp - It can export to the entire world.
3. DKSH was only 40 cts in 2006. Now already up 1,000%. Pm Corp sells at 70% discount to NTA & has immense potential for future growth.
One more thing - in Singapore Pm Corp's NFI has raised its chocolate products by 50% in price. So going forward Pm Corp should garner higher profits.
dear 77, I suggest you read about Du Pont ROE. Profit margin is only one component of overall return. Low profit margin does not mean lousy business. Walmart is one good example.
77, you know what industry has highest profit margin ? toll concession is one of them. The profit margin can be as high as 80% (I did an analysis of toll roads before). However, if there is only one car that use the road during the financial year, can the profit be good ? (the profit margin as shown in P&L will be very high)
No, it cannot
as such, profit margin on standalone basis is a meaningless figure. You need to look at the overall picture
In B2 of QR: In addition, plantation division also recorded lower CPO sales in the current quarter of 21,300 MT as compared to the preceding quarter of 32,100 MT. The lower CPO sales was mainly due to deferment of sales totaling 3,750 MT to the following quarter for better pricing strategy and absent of external CPO sales trading.
icon, may i know what is your view about DKSH now?
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Posted by limweebeng > 2016-08-24 17:17 | Report Abuse
What is the good price to buy?