Posted by CharlieM > 2024-08-04 09:54 | Report Abuse

ASB is still selling, wait for opportunity like when EPF was selling last time.

Posted by calvintaneng > 2024-08-05 11:25 | Report Abuse

Dlady will be impacted by 52% diesel rise eat into profit

Do not catch 🔪

After breaking Rm30 it will fall to Rm25

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-16-story-h-210439465-WHEN_BUBBLE_BURSTED_DON_T_CATCH_FALLING_KNIFE_STAY_SAFEST_IN_PALM_OIL_C

Posted by pang72 > 2024-08-05 14:35 | Report Abuse

Wow! Japanese nikkei crashing 12%...
The old Japanese lady didn't show off her 1000 winning trade in Nikkie today?

Hahaha....!

Posted by rohank71 > 2024-08-06 00:25 | Report Abuse

can buy Dutch Lady? it's below 29?

Posted by rohank71 > 2024-08-06 01:41 | Report Abuse

will Q2 results be bad as they have been writing down all their plant as they have moved to new plant... or will the Festival Sales is high to push sales and profit up?

Posted by rohank71 > 2024-08-06 01:44 | Report Abuse

anyone can share abt tax rate they will pay as they will a huge capital allowance and pay zero tax?

Posted by CharlieM > 2024-08-06 09:38 | Report Abuse

Dlady is a good buy long term but currently ASB is selling. Ideally you want to buy when ASB has stop selling..

Posted by rohank71 > 2024-08-09 22:44 | Report Abuse

Does anyone know when the Q2 results out..

Posted by CharlieM > 2024-08-11 15:42 | Report Abuse

22 August estimated

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-08-11 16:20 | Report Abuse

Be greedy when everyone is fearful.

Posted by rohank71 > 2024-08-14 01:32 | Report Abuse

#CharlieM Tq

Posted by Up_down > 2024-08-19 20:26 | Report Abuse

USD against RM dropped to 4.38 today. Expect gross margin would be much better in 4th Quarter QR.

Posted by rohank71 > 2024-08-20 22:27 | Report Abuse

bought some today...finally.

Posted by calvintaneng > 2024-08-21 17:20 | Report Abuse

Be careful of 3iii or iinvestbodoh
.he told all to chase Dlady over Rm73

Now dlady rebounded little yet still lost 50%

So do not listen to iinvestbodoh..

Better sell dlady as Govt increased diesel tax by 52%

The milk truck that transport milk by Dlady will now see higher cost

So it will eat into Dlady profits

Sell now and buy stocks in East Malaysia where there is no 52% diesel price hike

Posted by calvintaneng > 2024-08-21 17:20 | Report Abuse

https://klse.i3investor.com/web/forum/forum-thread/600591768

Posted by calvintaneng > 2024-08-21 17:22 | Report Abuse

3iii caused investlah people to lost all their money till investlah closed shop

See

Iinvestbodoh = www.investlah.com

Posted by calvintaneng > 2024-08-21 17:48 | Report Abuse

dlady results out

year on year profit dropped

now this result reports April to June qtr

and results can only get worst as June 2024 implement diesel
price rise


sell dlady faster as results will get from bad to worst


https://www.bangkokpost.com/world/2807834/malaysia-begins-diesel-subsidy-reforms-prices-to-rise-50-monday

Posted by Up_down > 2024-08-21 17:58 | Report Abuse

Read carefully in Note 12 first. kikiki

Posted by rohank71 > 2024-08-21 21:03 | Report Abuse

#Up_down... note 12 paints a positive picture. Am I missing anything?

Posted by rohank71 > 2024-08-21 21:06 | Report Abuse

just bought yesterday... now so much of negativity by #Calvin... I see the results as very positive. even after booking a 15M accelerated depreciation, its EPS is 30 sen or else could have been 50+ sen. Did I read it wrongly? Next year no more accelerated depreciation as new factory is ready.

Posted by CharlieM > 2024-08-21 22:37 | Report Abuse

“On a like-for-like basis, operating profit excluding accelerated depreciation and one-off costs stands at RM45.2 million, reflecting a substantial 19.7% increase compared to the same quarter in 2023.”

Posted by Up_down > 2024-08-22 11:30 | Report Abuse

One off costs for relocation and dismentling of old factory is expected to incur for 3rd Qtr 24 Qtr and 4th Qtr 24. Better earnings due to RM strengthing against US will be reflected in 4th Qtr 24 for offseting final one off costs.

Posted by Up_down > 2024-08-22 11:39 | Report Abuse

In average, 40% (Intercompany purchases/Revenue) of the materials is purchased from overseas (monther company) in Holand.

Posted by CharlieM > 2024-08-22 14:57 | Report Abuse

Next year they going to build Dedicated Centralised Distribution Center. This company going to be big in 2026.

Posted by Eagle_T > 2024-08-22 16:03 | Report Abuse

Good, RM45.2 million operating profit mean 70.6sen earning/share.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-08-22 16:22 | Report Abuse

>>>
CharlieM

“On a like-for-like basis, operating profit excluding accelerated depreciation and one-off costs stands at RM45.2 million, reflecting a substantial 19.7% increase compared to the same quarter in 2023.”

17 hours ago
>>>


This statement in the latest quarterly report shows its business operation is improving.

Read Common Stocks and Uncommon Profits by Philip Fisher. In the book, he described why he loved a company that had to spend a lot of money to build up its manufacturing facilities and in the interim reported challenging earnings. Going forward, there will still be more expenses to put the whole factory in efficient operation. After that, DLady will be firing on all 4 cyclinders (hopefully ;-) )

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-08-22 16:27 | Report Abuse

Many institutions sold DLady when it cut its dividends. These institutions were probably mandated to look at income in their portfolio.

The reason for the cut in dividends was obvious. DLady redirected this to fund its new factory in Negri Sembilan. Remarkably, it continues to pay dividends (though diminished) and has not borrowed heavily to fund the factory.

Once the factory is up and running, we can expect the dividends to increase again. But I should not be sharing this too openly as I wish for the stock price to be down since I like to buy grocery cheap. :-)

Posted by calvintaneng > 2024-08-23 10:43 | Report Abuse

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

Posted by Up_down > 2024-08-23 13:57 | Report Abuse

Net profit margin would be gradually recovered to the industry norm 10% from 6% existing level. It won't drag for long time since LHDN is keeping an eye on the transfer pricing policies. Haha

Posted by CharlieM > 2024-08-23 15:23 | Report Abuse

Number one rule, invest in good companies. Diesel cost affected the whole industry with physical products. So it’s a level playing field.

Increased in cost is mostly transferred to consumers. For consumer staples like milk, changes in demand would be minimum.

USD to MYR is down almost 10% from 4.77 to 4.37. That will translated into cost saving in the future. Dlady hedges forex 6 monthly.

Posted by calvintaneng > 2024-08-29 19:55 | Report Abuse

Until Govt Removed Subsidy for Diesel

Now Diesel up 52%

Every thing goes up by 5% to 30% due to Very High Cost of Lorry Transport

Cascading down to High Cost of All Things from food to clothing to transport

Ony Guy said

Before Price Rise High Toyota Hilux Full Tank was Rm180
Now is Rm250

So all consumers will eat cheaper buy cheaper clothes or buy less

So?

Sell & switch now

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Posted by calvintaneng > 2024-08-29 20:48 | Report Abuse

DO NOT KEEP A STOCK WITH IMMINENT PROFIT MARGIN CONTRACTION

NESTLE: WHY IT IS NOW TOO PRICEY AND MIGHT SEE PRICE FALL DOWN FURTHER, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153175304-NESTLE_WHY_IT_IS_NOW_TOO_PRICEY_AND_MIGHT_SEE_PRICE_FALL_DOWN_FURTHER_C

Posted by calvintaneng > 2024-09-04 08:37 | Report Abuse

Dow Jones crashed by 600 points

world market in turmoil

anything can happen

with boycott of KFC, McDonald and Starbuck coffee later might come to Dutch lady

Since Dutch is a foreign name they might tell or people to avoid

and to buy Susu lembu asli

why?


what happened to KFC and Starbuck can happen to "Dutch"

Posted by EngineeringProfit > 2024-09-04 08:50 | Report Abuse

Say it if you just want to collect cheap sub 30, Calvin

BIMB is all in here. And with halal cert- why worry?

Posted by calvintaneng > 2024-09-04 15:54 | Report Abuse

hahaha
KFC also more than halal yet gg

Posted by ttt > 2024-09-05 10:20 | Report Abuse

calvin's rhetoric is getting boring

Posted by CharlieM > 2024-09-17 15:35 | Report Abuse

USD is at RM4.27 now and trending down.. net profit % back to double digit?

Posted by CharlieM > 2024-09-20 14:36 | Report Abuse

USD$1 is at RM4.18, trending down as more US Fed rate cuts plan ahead..

Posted by Income > 2 months ago | Report Abuse

https://youtube.com/shorts/SUfZ9T2ubyM?si=mrL3_AKzl3v5WYp7

Posted by Up_down > 2 months ago | Report Abuse

Don't tell the LHDN that net margin is unable to return back to at least 9% while sales increasing and RM stengthen to 4.16. LHDM won't suspect of unfair transfer pricing in intercompanies purchases and it is bad to branding.

Posted by ttt > 1 month ago | Report Abuse

will they be able to pay RM0.5 per share this upcomign quarter ?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 month ago | Report Abuse

Looking forward, the company aims for greater profitability through its new facility and expanded production capacity, potentially enhancing shareholder dividends in the years ahead​

Posted by ttt > 1 month ago | Report Abuse

what is happening ?

Posted by calvintaneng > 1 month ago | Report Abuse

This will happen

Dlady is suffering from the "Law of Diminishing Return"

Do more can earn even lesser

INVESTING IN AN INFLATIONARY ENVIROMENT: What Are The Stocks To Avoid & The Assets to Buy, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-20-story-h474669926-INVESTING_IN_AN_INFLATIONARY_ENVIROMENT_What_Are_The_Stocks_To_Avoid_The

Posted by calvintaneng > 3 weeks ago | Report Abuse

Don't be stubborn and get stuck here for another 5 to 10 years

Switch to Palm Oil now

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-27-story-h475502308-JAYA_TIASA_4383_WAS_71_5_SEN_REPOSTING_THIS_PALM_OIL_JEWEL_LATEST_UPDATE

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 weeks ago | Report Abuse

I will not share too much on this company for now, but that I remain positive on Dutch Lady.

Posted by Up_down > 2 weeks ago | Report Abuse

Forex against USD back to square after Trump in power.

Posted by calvintaneng > 2 weeks ago | Report Abuse

Genting M and dutch lady kicked out of Bursa index.

Posted by ttt > 2 weeks ago | Report Abuse

what does calvin keeps spreading fake news.. Dutch lady isnt even on the index to begin with

Posted by BenjaminSS14 > 4 days ago | Report Abuse

calvintaneng....say no to drugs