DUTCH LADY MILK INDUSTRIES BHD

KLSE (MYR): DLADY (3026)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

30.66

Today's Change

+0.06 (0.20%)

Day's Change

30.60 - 30.66

Trading Volume

900


9 people like this.

1,272 comment(s). Last comment by ariffiin 6 days ago

samchan

94 posts

Posted by samchan > 2021-06-09 09:45 | Report Abuse

MBSB BANK: Seal chilled water supply agreement. Malaysia Building Society (MBSB) has entered into a chilled water supply agreement with PJ Sentral DCS SB for the supply of chilled water to an office building located at Petaling Jaya for a period of 20 years from Dec 1, 2020, at an estimated total consideration of up to RM73.41m. (Bernama)

Posted by Kalvin9663 > 2021-06-18 20:28 | Report Abuse

is time to opt in

Petronas

815 posts

Posted by Petronas > 2021-06-18 20:38 |

Post removed.Why?

Posted by CynicalCyan > 2021-07-01 22:01 | Report Abuse

Holland Lady? Or a potential Flying Dutch Lady in future?

Posted by Kalvin9663 > 2021-07-11 16:53 | Report Abuse

skim milk cost start drop much, future profit margin will high..

as i know lot of fund manager slow slow collect now

https://www.globaldairytrade.info/en/product-results/skim-milk-powder/

okooi32

109 posts

Posted by okooi32 > 2021-07-12 19:24 | Report Abuse

Skim-milk-powder ???

trum

7,522 posts

Posted by trum > 2021-08-25 19:35 | Report Abuse

观察趋势。如果它上涨,我就会买入。只要相信你所看到的。当我不相信股票图表时,我已经学会了艰难的方法。

trum

7,522 posts

Posted by trum > 2021-08-26 10:56 | Report Abuse

... 该股仍然很便宜。在今年年底之前,它将是一只热门股票。

Keyman188

5,968 posts

Posted by Keyman188 > 2021-08-26 17:49 | Report Abuse

Further improvement...

Revenue = QoQ = +9.82% ; YoY = 3.84%

Net profit = QoQ = +61.67% ; YoY = 28.51%


BRAVO...Keep buying for retirement savings.....


wkwkwk...kekeke...hehehe...

Keyman188

5,968 posts

Posted by Keyman188 > 2021-08-26 17:51 | Report Abuse

Keyman188 always like to drink milk...


wkwkwk...kekeke...hehehe...

Keyman188

5,968 posts

Posted by Keyman188 > 2021-08-26 18:08 | Report Abuse

ROE = 14% per quarter

ROA = 5% per quarter

Quality of earnings = 2.97 times

Gearing = Net cash position

Dividend yield = 2.44% (based on 2020 payout)
(as per 32.76) = 3.05% (based on 2019 payout)
= 6.10% (based on 2018 payout)

Keyman188

5,968 posts

Posted by Keyman188 > 2021-08-30 09:56 | Report Abuse

Foreign buying extends to third week, surges to RM964.3m

(theedgemarkets.com / August 30, 2021 09:42 am +08)

KUALA LUMPUR (Aug 30): Foreign buying of Malaysian equities extended for the third week and surged to RM964.33 million last week, from a paltry RM6.71 million the prior week.

In its weekly fund flow report today, the MIDF Research team said as the market reopened last Monday, foreign investors were net buyers amounting to RM6.7 million.

Meanwhile, it said local institutions bought RM19.16 million net of local equities, with retailers as net sellers to the tune of RM25.86 million.

The research house said foreign investors were net buyers every day of the week.

It said the largest foreign inflow was recorded last Thursday to the tune of RM310.79 million, while the inflow of RM6.7 million last Monday was the smallest.

“As for retailers, they were net sellers every day of the week except on Monday.

“The largest net selling by retailers was recorded last Tuesday and the smallest net selling was on Friday to the tune of RM48.43 million and RM16.88 million respectively.

“Cumulatively, for the week, retailers net sold RM113.96 million worth of equities on Bursa Malaysia,” it said.

MIDF said that meanwhile, local institutions recorded cumulative weekly net selling to the tune of RM850.37 million.

It said local institutions were net sellers every day of the week, with the largest net selling on Thursday to the tune of RM290.41 million.

Since the beginning of 2021, cumulatively, retailers were the only net buyers of the local equity market to the tune of RM9.46 billion.

Local institutions and foreign investors were net sellers to the tune of RM4.46 billion and RM5 billion respectively.

“In terms of participation, retail investors, local institutions and foreign investors recorded weekly movements of -3.82%, 9.89% and 16.82% respectively in average daily trade value (ADTV),” it said.



## https://www.theedgemarkets.com/article/foreign-buying-extends-third-week-surges-rm9643m

Keyman188

5,968 posts

Posted by Keyman188 > 2021-08-30 09:56 | Report Abuse

Foreign funds coming back...

Keyman188

5,968 posts

Posted by Keyman188 > 2021-08-30 14:42 | Report Abuse

OMG...What is happening today !!!...

Why so fierce shooting up today !!!...



wkwkwk...kekeke...hehehe...

treasurehunt

1,626 posts

Posted by treasurehunt > 2021-08-30 18:14 | Report Abuse

FMCG recovery theme.

okooi32

109 posts

Posted by okooi32 > 2021-09-01 20:11 | Report Abuse

Drop one day
Up 2,3 days

XUXNN

55 posts

Posted by XUXNN > 2021-09-08 10:20 | Report Abuse

dlady profits from land sold will contribute to next QR?

Keyman188

5,968 posts

Posted by Keyman188 > 2021-09-27 16:39 | Report Abuse

Amboi...very soon can collect some more liao...


BRAVO...

Posted by Thirai Thiraviam > 2021-10-01 17:18 | Report Abuse

Why is the price sliding down continuously? Is it the turnover, or something else entirely? The analyst reports are glowing, with TP north of RM40!

dompeilee

11,170 posts

Posted by dompeilee > 2021-10-02 08:42 | Report Abuse

dompeilee But in the new economic environment, the true fair value is 32 or less...
19/09/2019 9:07 AM

Prescient call from 2 years ago =)

Keyman188

5,968 posts

Posted by Keyman188 > 2021-10-02 10:18 | Report Abuse

NVM...others selling...Keyman188 still buying...

Sell lahhh if NO confidence....sell lahh if NO comfortable holding...

Keyman188 prefer put at the fridge...



wkwkwk...kekeke...hehehe...

James_Bond

562 posts

Posted by James_Bond > 2021-10-10 08:11 | Report Abuse

Most undervalued consumer stock! Catch DLADY before it rockets up very soon!

Bgt 9963

7,445 posts

Posted by Bgt 9963 > 2021-10-10 08:25 | Report Abuse

Farm best is commming...!

James_Bond

562 posts

Posted by James_Bond > 2021-10-10 22:24 | Report Abuse

FrieslandCampina, one of the world largest dairy companies, is the largest shareholder in DLady (>50% shareholding), has been transferring cutting edge and robust milk production technology to DLady Malaysia, and therefore, not only transforming DLady milk the most nutritious and the safest to drink, but also the most cost effective in the ever competitive market. Milk quality and safety of FrieslandCampina (DLady) are recognised worldwide by obtaining GMP and HACCP certificates. Interestingly, Friso Gold/ MaxGro products are one of the best seller milk powders for the newborn, toddler, and children. DLady also producing Frisomum for the consumption of pregnant and lactating mums. There are also a variety of DLady fresh milk and yogurts for teenagers and adults to enjoy consuming. Hence, DLady products cater for all, from newborn to adulthood. Not to forget, DLady able to maintain great track record of more than 70% dividend payout for the past 5 years.

Comparing with Farmfresh, local dairy company, selling expensive, beyond affordable, milk to locals with disputable quality, questionable R&D, poorer cash reserve comparatively, no dividend payout track record (claiming 25% dividend payout in the future). We hv doubt in such small company can strive out in fighting the market share among DLady, Nestle and F&N.

DLady, the Leading Dairy Company, is the BEST!

Choice is yours! Good Luck!

dompeilee

11,170 posts

Posted by dompeilee > 2021-10-11 20:15 | Report Abuse

I prefer the taste of Goodday...their gobbling of DLady's mkt share is EVIDENT in the bottom & toplines PLUS the collapse in DLady's price below Mar 2020 lows

Uniglobe

28 posts

Posted by Uniglobe > 2021-10-14 17:12 | Report Abuse

Farmfresh IPO going to be superbly oversubscribe and going to have plenty of cash to grow and expand. The real facts, Farmfresh milk are much fresher, lesser preservative and better than Dlady milk. Many established cafes such as Starbucks is using better and fresher milk of Farmfresh instead of Dlady milk. More and more cafes are switching from dlady milk to farmfresh milk.
Farmfresh has better farm and better breed of cows compared to dlady. The mentality of foreigners is better than locals were over. Dlady must step aside for Farmfresh.
soon, dlady will goes under 30.00 especially after the listing of FarmFresh.

Posted by MorningGlory123 > 2021-10-14 20:20 | Report Abuse

Skyrocket coming soon since foreign funds are coming back to Malaysia equities.

Foreign funds' darling stocks top pick as Nestle, F&N, Carlsberg, Heineken, Dutch Lady , Panasonic, Ajinomoto.

topgfan

7 posts

Posted by topgfan > 2021-10-19 21:44 | Report Abuse

Anyone looked at Farm Fresh IPO yet? I found a new video talking about it

https://youtu.be/y9WoFzwzAt0

mf

26,625 posts

Posted by mf > 2021-10-31 15:04 | Report Abuse

duty stem

cheeseburger

2,555 posts

Posted by cheeseburger > 2021-10-31 16:21 | Report Abuse

cukai Makmur...

Sipekhuat

183 posts

Posted by Sipekhuat > 2021-11-01 00:18 |

Post removed.Why?

Posted by whocare1982 > 2021-11-25 21:09 | Report Abuse

https://youtu.be/1tHBsylmgKU
荷兰牛奶DUTCHLADY卖地建新厂,投资机会?!第三季度业绩分析

Posted by Thirai Thiraviam > 2021-12-09 10:21 | Report Abuse

Dutch Lady's last Qtr results are certainly encouraging. However, I think it is still too early to say if the company has turned the bend. While the Q-on-Q results are good, the operating margins are still low compared to 2016. This is the most critical factor, to me.

Does anyone here know what the company is doing to improve its margins?

RainT

8,448 posts

Posted by RainT > 2021-12-29 16:49 | Report Abuse

read

dam82

2,016 posts

Posted by dam82 > 2022-01-25 22:16 | Report Abuse

https://www.bloomberg.com/news/articles/2022-01-24/bain-capital-carlyle-said-to-vie-for-dutch-infant-formula-friso

It looks like they selling their IFT business what is the impact for DLADY in malaysia ? Lower profit soon ?

dam82

2,016 posts

Posted by dam82 > 2022-01-25 22:21 | Report Abuse

'Bain Capital and Carlyle are interested in taking over Friso from FrieslandCampina'
24-01 14:51 | source: FoodPro Network

AMERSFOORT - The Canadian Bain Capital and the American Carlyle Group are interested in acquiring the Friso dairy brand from FrieslandCampina. In addition, Baring Private Equity Asia is seen as a potential buyer. There would also be interest from the Chinese dairy company Shijiazhuang Junlebao Dairy, according to Bloomberg .

Estimates of the value of the activities through the Friso brand range from 1 to 2 billion dollars. FrieslandCampina is said to be preparing a possible sale together with investment bank JPMorgan. The first round of bidding should take place in the coming weeks.

It is not certain whether all interested parties will actually make an offer, according to the sources. In addition, new interested parties can also register.

Faiza

471 posts

Posted by Faiza > 2022-02-02 10:28 | Report Abuse

steady

Posted by JimmySooong > 2022-03-04 10:14 | Report Abuse

Slowly losing market share trend to FFB, they have any plan to counter this?

dam82

2,016 posts

Posted by dam82 > 2022-03-04 22:10 | Report Abuse

Divident is reduced due to capex expansion .... selling their infant nutrition ... no new product introduced ..new factory no news .. as usual due to covid will be delayed ... not much positive news ... better buy other FMCG stock..dying business

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-05-19 10:17 | Report Abuse

The Company recorded 3.3% higher revenue resulting from continued strong commercial execution, which increased the penetration of our milk consumption in Malaysia.
Like-for-like Operating Profit (excluding land & buildings sales and accelerated depreciation of assets) increased 53% in the quarter, where strong demand for Dutch Lady products, lower brand investments were partially offset by significantly rising prices of global dairy raw materials.

Qtr4 2021

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-05-25 16:57 | Report Abuse

Dutch Lady is determined to invest in Malaysia. (clap)

calvintaneng

48,882 posts

Posted by calvintaneng > 2022-08-20 17:51 | Report Abuse

https://klse1.i3investor.com/blogs/www.eaglevisioninvest.com/2022-08-20-story-h1628036691-REPOSTED_IDEAS_FROM_TSH_RESOURCES_9059_FORUM_Avoid_Spam_Scam_posts_By_C.jsp?_gl=1*1wcypor*_ga*MTczNTMzMTE0MS4xNjU4NDc0MzQ5*_ga_MNBHX2J50S*MTY2MDk3OTMyOS41Ny4xLjE2NjA5ODgxNTYuMC4wLjA.


Posted by calvintaneng > Aug 19, 2022 4:38 PM | Report Abuse

X

Now every co will do this

1. Increase dividend like tsh
2. Reduce dividend like Dlady
3. Ask for money like Yinson
4. Go bankrupt like london biscuit

dam82

2,016 posts

Posted by dam82 > 3 weeks ago | Report Abuse

Dividend will be reduced for a long time ...it’s obvious they cannot manage the cost and blame inflation ..... their operational cost management is very bad...
Old lady should start to manage their cost and introduce innovative product for now better buy Carlsberg or HEIM …
Will not touch for now ….

DickyMe

12,106 posts

Posted by DickyMe > 3 weeks ago | Report Abuse

Get rid of rent seeking politicians and extortionists.
Cost will dramatically reduce, and old lady will transform to new lady.

pang72

44,958 posts

Posted by pang72 > 3 weeks ago | Report Abuse

Susu cap German lady satu

williamh

722 posts

Posted by williamh > 1 week ago | Report Abuse

It will be similar to BAT few years back and it will became a trading company no wonder the price keep going south,bat was 70 before closing down the factory in pj since then all the way to around the price of today

dam82

2,016 posts

Posted by dam82 > 6 days ago | Report Abuse

The new factory will be white elephant for sure ….too much competition and non innovative product …

ariffiin

24 posts

Posted by ariffiin > 6 days ago | Report Abuse

Dutch Lady Milk Industries Bhd’s (DLMI) net profit for the third quarter ended Sept 30, 2022 rose 19.74% to RM24.4 million, from RM20.38 million a year earlier, on robust demand for the group’s products, higher sale prices and strong cost management actions. However, this was partially offset by escalating prices for global dairy raw materials and negative foreign exchange results due to the weakening ringgit against the US dollar. Quarterly revenue rose 16.2% to RM337.77 million from RM290.66 million, mainly driven by continued strong demand for milk as an essential product and necessary price increases to offset strong inflationary headwinds. DLMI declared a second interim dividend of 25 sen per share, to be paid on Dec 13.

Post a Comment
Market Buzz