Posted by qqq3 > 2019-09-19 14:57 | Report Abuse

Dlady...60 million shares....cannot find buyers meh? sure can find buyers one......nothing wrong with D Lady..........................................................

Posted by 3iii > 2019-09-19 15:36 |

Post removed.Why?

Posted by stockraider > 2019-09-20 10:49 | Report Abuse

Ok your bet is on loh...!!

Dlady Rm 58.10 v Insas Rm 0.815 loh...!!

Posted by 3iii > Sep 20, 2019 10:28 AM | Report Abuse

BMW versus Perodua This is a stupid example.


This is a better example:
DLady versus Insas

Over the next 10 years, which of these companies will grow your investment more?

Posted by enigmatic [Breaker of Speculative Investing] > 2019-09-20 11:39 | Report Abuse

It ain't over until the Dutch-Lady sings!

Posted by 3iii > 2019-09-20 15:16 | Report Abuse

>>>


stockraider Ok your bet is on loh...!!

Dlady Rm 58.10 v Insas Rm 0.815 loh...!!

Posted by 3iii > Sep 20, 2019 10:28 AM | Report Abuse

BMW versus Perodua This is a stupid example.


This is a better example:
DLady versus Insas

Over the next 10 years, which of these companies will grow your investment more?
20/09/2019 10:49 AM

>>>>



We will look at this again on Malaysia Day 2029.

Posted by AlfI3 > 2019-09-24 07:37 | Report Abuse

Dlady were oversold last week by foreign FM. This week is recovering back to rm60 lvl. Good luck guys, shall celebrate soon

Posted by Kensington > 2019-09-24 16:50 | Report Abuse

EPF is the gallant knight to the rescue of the Dutch lady in distress. Bravo!

Posted by AlfI3 > 2019-10-01 00:33 | Report Abuse

Epf is giving away angpao in short term but aiming to harvest d defensive dividen in long run

Posted by MohdIbrahim > 2019-10-03 16:59 | Report Abuse

apani..all affected by epf?

Posted by calvintaneng > 2019-10-09 15:42 | Report Abuse

I SEE HORRIBLE PILING UP OF INVENTORIES FROM RM131 MILLIONS TO RM151 MILLIONS

THIS IS THE RESULT OF BEING SQUEEZED BY COMPETITORS LIKE NESTLE PLAIN MILK, F&N MAGNOLIA MILK AND GOODDAY MILK SELLING AT CHEAPER PRICES TO UNDERCUT DLADY

HOW DLADY GOT UNSOLD MILK PILING UP BY ANOTHER RM20 MILLIONS IN REFRIGERATED WAREHOUSES COLDROOMS

THIS IS VERY BAD ON 2 COUNTS

1) MILK IN COLD STORAGE COST WILL GO UP AS OIL PRICE COST REVISED UPWARD
SO HAVE TO PAY MORE FOR BOTH STORAGE AND ELECTRICITY

2) MILK IS A PERISHABLE COMMODITY AND IT WILL GO BAD AFTER A CERTAIN DATELINE AND HAS TO BE DISCARDED WITH LOSSES

SINCE THE FUNDAMENTAL OF THIS GRANDMA STOCK WITHOUT ANY DEFENSIVE MODE BETTER SELL AND BUY OTHERS

WHAT TO BUY AFTER SELLING DLADY?

ANSWER:

DIGITAL STOCKS LIKE OPCOM, REDTONE OR NETX

Posted by dam82 > 2019-10-23 21:10 | Report Abuse

Wait for the QR then buy why .. DLMI is not performing well at the moment .. insider source the whole company including the parent company is not in a good financial situation however the new MD is capable to pull thing off .. also speculation on selling the land in PJ and move the factor as well so good thing to come …

Posted by anticonman > 2019-11-12 04:50 | Report Abuse

Why EPF buying at high price?

Posted by kaleemtheman > 2019-11-19 15:18 | Report Abuse

DUTCH Lady Milk Industries Bhd (Dutch Lady Malaysia), whose share price has fallen 6% so far in 2019, warns that its profits could take a hit in its financial year ending Dec 31, 2019 (FY2019) because of rising raw milk prices and a weaker ringgit against the US dollar.

“This year is going to be tougher in terms of profitability on rising raw milk prices and fluctuation in foreign exchange (forex) rates. However, the biggest yardstick for us now is that we are able to drive more volume,” says Dutch Lady Malaysia managing director Tarang Gupta.

Posted by calvintaneng > 2019-11-28 18:26 | Report Abuse

Dlady result out.

Quite gruesome

Profit dropped by 27% from last year quarter

At 39 sen profit this quarter annualised is only 2.7% growth or p/e 36

This is even worst than putting cash in bank FD for 3% interest

Putting money in bank at 3% has a p/e of 33 or it will only double your money in 33 years time

Do dutchlady p/e 36 is a really gruesome

Better sell Dutchlady and buy Netx at 2 sen

Netx will grow many many times faster than dlady

Posted by enigmatic ¯\_(ツ)_/¯ > 2019-11-28 23:58 | Report Abuse

Dividend halved from last year.

Profit growth prospect isn't as high as before.

Market would not willing to pay for a high PE stock with lower growth rate expectation.

Price correction is imminent for DLADY.

Posted by dam82 > 2019-11-29 10:27 | Report Abuse

I told you so ...this company now have a lot of headwind ....they spend more on non core investment instead hiring sales and marketing people ....do you their production line also got issue .....also heard their shared service also did not reduce their cost ...

Posted by calvintaneng > 2019-11-29 12:20 |

Post removed.Why?

Posted by dompeilee > 2019-11-29 20:39 | Report Abuse

Hooray! Down 13% from my exit price 13 months ago!!

Posted by i3lurker > 2019-11-29 21:02 |

Post removed.Why?

Posted by i3lurker > 2019-11-29 21:05 | Report Abuse

Save the cows.
Cows are beautiful animals and I am not a Hindu too.

https://www.youtube.com/watch?v=_QAvfBfP7DE

Posted by i3lurker > 2019-11-29 21:17 |

Post removed.Why?

Posted by enigmatic ¯\_(ツ)_/¯ > 2019-11-29 21:33 | Report Abuse

DLADY remains profitable and still is a dividend cash cow.

Compared to other Bursa-listed companies, DLADY's track record is superb.

The only thing is, justifying its premium price is tough.

Posted by i3lurker > 2019-11-30 13:25 |

Post removed.Why?

Posted by calvintaneng > 2019-12-02 10:05 | Report Abuse

Sell Dutchlady before it crashes to Rm30 support

Posted by dam82 > 2019-12-02 11:01 | Report Abuse

Yes for once i agree with Calvin...... run fast ..I waiting for bottom....this company got a lot of issue ....now ..

Posted by dompeilee > 2019-12-02 11:30 | Report Abuse

Sayonara! M$ 33 coming =)

Posted by dompeilee > 2019-12-02 11:39 | Report Abuse

EPF KANA kaw kaw again...

Posted by dompeilee > 2019-12-02 11:59 | Report Abuse

Yield below 2%...biz deteriorating...how to sustain lofty price ?

Posted by dompeilee > 2019-12-02 12:01 | Report Abuse

Still I am very grateful...buy so high (48.66) can still make $1500 per 100 shrs on top of the 4% dividend yield from 2013 - 2018 =)

Posted by Up_down > 2019-12-02 13:49 | Report Abuse

wow! Dlady dropped 10% in half a day. Investors are suddenly running like no tomorrow. What about another 2 great and gruesome companies, Nestle & QL?

Posted by dompeilee > 2019-12-02 14:59 | Report Abuse

From $10 to $76.98, after drop so much, now still $50...of course run first la! If I waited till now instead of selling on Oct 16 '18, my capital gain will only be +3.6%...pathetic for a 6-year wait!

Posted by calvintaneng > 2019-12-02 15:14 | Report Abuse

Where has gruesome 3iii disappeared to and now gone hiding?

He pumped and pumped up dutchlady until it turned into Holland grandma the biggest pumped up bubble in all of bursa ?

Now Holland fools losing so in Holland grandma by his Holland call?

Come out now Holland 3iii where are you hiding?

Posted by dompeilee > 2019-12-02 15:27 | Report Abuse

I think he's busy selling off before he loses all his profit...too busy to come here to post!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart) > 2019-12-02 17:32 | Report Abuse

>>>>

calvintaneng Where has gruesome 3iii disappeared to and now gone hiding?

He pumped and pumped up dutchlady until it turned into Holland grandma the biggest pumped up bubble in all of bursa ?

Now Holland fools losing so in Holland grandma by his Holland call?

Come out now Holland 3

>>>>


I am awaiting for this stick to reach 30 as pom pom calvin projected.

Posted by calvintaneng > 2019-12-02 19:04 | Report Abuse

Hahahahahaha

Posted by gsi723 > 2019-12-02 22:46 | Report Abuse

So many brands of milk available nowadays

Posted by calvintaneng > 2019-12-03 01:59 |

Post removed.Why?

Posted by Cakes Moon > 2019-12-03 08:48 | Report Abuse

Nobody like to drink dutchlady already? All switched to drink susu kambing segar at mamak stall?

Posted by calvintaneng > 2019-12-03 09:07 | Report Abuse

Dutchlady has growth constrain as its market has reached saturation over the years

If you read Robert Kuok memoirs then you will understand how he described his sugar business in Malaysia

He said like a fish growing in a small pond like Malaysia his business will soon outgrow it.

So since the fish cannot swim horizontally it tries to swim downward but again the pond is also too shallow if he wants to swim down and will soon hit the floor

Since Malaysia is a limited market he has to move out to Hong Kong to grow.

Dutchlady is such a company now like a big fish in a small pond

AT least at that time Robert Kuok has Govt support and Govt controlled sugar manufacturing license

BUT for dutchlady there is no moat. Any Tom, dick or Harry can set up milk manufacturing business in Malaysia in a well sarurated market

Lately, Govt has raised tax on sugar to help Malaysia to be a healthier nation and F&n has diverted to milk. This is head on collision with Dutchlady


To be continued.....

Posted by calvintaneng > 2019-12-03 09:21 | Report Abuse

Dutchlady has another very formidable competitor in Nestle

This big fish is even growing bigger than dlady

Nestle is undercutting dlady prices in a fierce battle for market share.

Nestle has the champion Milo which millions of Malaysians love and grow up on. As an extension of their love for nestle Milo there will be drawn to nestle milk as well

Then there is good day milk

Older generations are dream to healthy milk like Anlene as made famous by Datuk Michelle Yeoh

Fern milk from NZ rich and tasty

Taiwan bubble milk tea has also captured a huge slice of the market

Then there are advocates against animal cruelty by changing from cow milk to soya milk

So Dlady having no moat is now facing a suturated old and slow market where growth is difficult

Another problem is cost

While market share decrease cost of doing business is increasing

Malaysia will gradually raise minimum wage.

High electricity and petrol also impact on dlady bottom lines. See unsold Inventories of milk must be kept in cold refrigeration

Tenaga has just reported fantastic result

Partly contributed by Dutch lady

So better sell dlady and switch to tnb

Posted by calvintaneng > 2019-12-03 10:06 | Report Abuse

Mad Emperor Nero played music when Time burnt down

While dlady turns red red mad 3iii goes to Netx forum and gapoh

Posted by calvintaneng > 2019-12-03 10:06 | Report Abuse

Rome burnt

Posted by calvintaneng > 2019-12-03 10:06 | Report Abuse

Dlady red red

Posted by calvintaneng > 2019-12-03 10:07 | Report Abuse

Mad Nero = mad 3x idiots

Same same

Posted by calvintaneng > 2019-12-03 11:18 | Report Abuse

WHAT 3iii BUYS ARE BASICALLY STALWARTD

SEE WHAT PETER LYNCH SAY ABOUT STALWARTS

Medium growers (stalwarts)

“These multibillion-dollar hulks are not exactly agile climbers, but they’re faster than slow growers.” Lynch expected stalwarts to deliver gains of 30% to 50%, after which he would sell them and find new, undervalued issues. He also expected annual earnings growth of 10% to 12% and liked to keep some stalwarts in his portfolio because they offer defensive protection during market slumps: “You know they won’t go bankrupt, and soon enough they will be reassessed and their value will be restored.”


READ AGAIN

Lynch expected stalwarts to deliver gains of 30% to 50%, after which he would sell them and find new, undervalued issues


LYNCH SAID AFTER STALWARTS HAVE GAINED 30% TO 50% HE SHOULD SELL THEM AND FIND NEW ONES

SO CANNOT FALL IN LOVE LIKE HOLDING DUTCHLADY UNTIL IT GREW INTO HOLLAND GRANDMA

BUT THE DAMNABLE THING IS TO TELL PEOPLE TO BUY DLADY AT RM76.00

THAT WILL DESTROY A LOT OF WEALTH FROM PEOPLE WHO DON‘T STUDY PETER LYNCH

Posted by sense maker > 2019-12-03 23:23 | Report Abuse

3iii is still waiting for it to reach rm100. He laughed at others who shunned Dlady at rm65 for many past years.

Posted by stncws > 2019-12-03 23:27 | Report Abuse

Dlady will continue fall till 40

Posted by Kawkaw > 2019-12-03 23:34 | Report Abuse

<38 collect n frame on the wall

Posted by calvintaneng > 2019-12-03 23:34 | Report Abuse

Posted by sense maker > Dec 3, 2019 11:23 PM | Report Abuse

3iii is still waiting for it to reach rm100. He laughed at others who shunned Dlady at rm65 for many past years.


Hi sense maker

Calvin always like your posting

Please contribute more of your ideas

Posted by calvintaneng > 2019-12-03 23:37 | Report Abuse

Posted by stncws > Dec 3, 2019 11:27 PM | Report Abuse

Dlady will continue fall till 40

KEEP IT UP

Also go there and kacau him day and night https://klse.i3investor.com/servlets/discuss/4652100.jsp