Posted by Keyman188 > 2021-03-13 11:12 | Report Abuse

Really concrete & wise guidance from professional...


陈剑老师投资教育 : 冷眼解析录：《30年股票投资心得》

https://www.youtube.com/watch?v=G5FYRDIyUDg

https://www.youtube.com/watch?v=6SRQ1EsT_zo

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

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

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

Posted by Keyman188 > 2021-03-19 10:51 | Report Abuse

Latest Announcement - EPF keep on accumulating since Mar'21


Tuesday, 16 Mar 2021

5:20PM DLADY EMPLOYEES PROVIDENT FUND BOARD (15,900 units Acquired)

Friday, 12 Mar 2021

5:28PM DLADY EMPLOYEES PROVIDENT FUND BOARD (43,200 units Acquired)

Thursday, 11 Mar 2021

5:10PM DLADY EMPLOYEES PROVIDENT FUND BOARD (3,700 units Acquired)

Wednesday, 10 Mar 2021

5:22PM DLADY EMPLOYEES PROVIDENT FUND BOARD (26,800 units Acquired)

Tuesday, 9 Mar 2021

5:13PM DLADY EMPLOYEES PROVIDENT FUND BOARD (4,300 units Acquired)

Wednesday, 3 Mar 2021

5:39PM DLADY EMPLOYEES PROVIDENT FUND BOARD (6,000 units Acquired)

Monday, 1 Mar 2021

5:34PM DLADY EMPLOYEES PROVIDENT FUND BOARD (1,600 units Acquired)




Daily transaction to trace daily participant rate by EPF


18/03/2021 35.700 35.800 35.600 35.600 14,500 518,736.00
17/03/2021 36.000 36.100 35.700 35.780 3,900 139,834.00
16/03/2021 35.960 35.980 35.940 35.940 2,200 79,098.00
15/03/2021 36.480 36.480 35.600 35.980 7,900 285,004.00

12/03/2021 34.960 36.980 34.900 36.500 18,700 664,714.00
11/03/2021 35.000 35.000 34.820 34.840 55,200 1.924m
10/03/2021 34.760 34.820 34.760 34.820 5,800 201,806.00
09/03/2021 34.980 35.000 34.760 34.760 49,500 1.721m
08/03/2021 34.760 34.880 34.760 34.780 10,000 348,126.00

05/03/2021 34.800 34.900 34.760 34.800 39,500 1.374m
04/03/2021 34.700 34.800 34.700 34.800 5,500 191,380.00
03/03/2021 34.600 34.980 34.560 34.980 5,700 197,388.00
02/03/2021 34.900 34.900 34.700 34.780 7,300 254,128.00
01/03/2021 34.980 34.980 34.900 34.900 4,000 139,714.00

Posted by Keyman188 > 2021-03-20 18:37 | Report Abuse

Keyman188 always learn from professional or experts...


应买价值股还是成长股？(冷眼)


https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp


https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼

Posted by Keyman188 > 2021-04-02 16:32 | Report Abuse

Dutch Lady partners with DVS to achieve sustainable dairy production

(April 02, 2021 15:59 pm +08)

PETALING JAYA (April 2): Dutch Lady Milk Industries Bhd has inked a memorandum of collaboration (MoC) with the Department of Veterinary Services Malaysia (DVS) to implement sustainable dairy farming practices.

Dutch Lady managing director Tarang Gupta said the strategic partnership involves the participation of local dairy farmers in its Dairy Development Programme (DDP) and Farmer2Farmer (F2F) Programme.

These initiatives involve Dutch dairy farmers transferring their skills and knowledge to local dairy farmers to improve the quality and quantity of local raw milk.

"Under the DDP in Malaysia, we have seen an improvement in the quality of milk produced by local dairy farmers by 400% since the last 10 years, with the production of fresh milk from 2010 to 2020 amounting to 36.5 million litres.

"In 2020, we produced 40% more fresh milk versus 2019, and with this strategic partnership, we hope to further increase the milk yield and also the quality of fresh milk," he said during a press conference after the MoC signing ceremony here today.

The exchange of MoC documents between Tarang and DVS director-general Datuk Dr Norlizan Mohd Noor was witnessed by Agriculture and Food Industries Minister Datuk Seri Dr Ronald Kiandee together with deputy head of mission of the Netherlands Embassy to Malaysia Eva Oskam.

According to Tarang, Dutch Lady will be bringing a total investment of RM400 million into Malaysia in the next few years, which includes the development of a new manufacturing facility in Bandar Enstek, Negeri Sembilan, bringing a great opportunity to local dairy entrepreneurs.

"Our new factory will significantly have more capacity to process local fresh milk with the addition of a new state-of-the-art dairy farming centre that will provide training facilities to local farmers, including best practices in the farming industry.

"We are still in the early stage of planning for the new facility, and we expect to hold a ground-breaking ceremony sometime in the middle of the year," he added.

Meanwhile, Kiandee said the significant collaboration is a milestone as Malaysia is aiming for a 100% self-sufficient level (SSL) in local fresh milk production by 2025.

"We are now at 62% of the SSL, and the ministry via DVS is going all out to expand and improve milk production in the country with regard to this collaboration," he said.


## https://www.theedgemarkets.com/article/dutch-lady-partners-dvs-achieve-sustainable-dairy-production

Posted by Keyman188 > 2021-04-07 09:27 | Report Abuse

Ten fast-moving consumer goods players team up to kick start Malaysian Recycling Alliance

(theedgemarkets.com / April 06, 2021 11:49 am +08)

KUALA LUMPUR (April 6): A group of fast-moving consumer goods (FMCG) companies in Malaysia has teamed up to establish the Malaysian Recycling Alliance (MAREA).

In a statement, MAREA said the alliance was formed to enable a voluntary, industry-led extended producer responsibility (EPR) group of like-minded companies to focus on boosting the value chain and significantly improve the collection and recycling of post-consumer packaging.

The first alliance of its kind in the country, MAREA comprises 10 initial members, namely Coca-Cola Malaysia, Colgate-Palmolive Malaysia, Dutch Lady Milk Industries, Etika Group of Companies, Fraser & Neave Malaysia, Mondelez International Malaysia, Nestlé Malaysia, Spritzer, Tetra Pak Malaysia and Unilever Malaysia.

The alliance said its goals will primarily revolve around enhancing collection, promoting the use of recycled and renewable materials as well as minimising post-consumer packaging leakage into the environment.

MAREA said it is committed to collaborating with the Malaysian government and other stakeholders interested in the matter to drive its goal of achieving circular economic solutions that are conducive to a cleaner and greener Malaysia.

MAREA chairman Juan Aranols, who is also Nestlé Malaysia chief executive officer, said the members of MAREA decided that they must proactively take action by creating the first EPR platform to radically improve how consumer packaging waste is managed in Malaysia.

“Through MAREA, we will rethink how we can make the packaging value chain more environmentally sustainable.

“However, change cannot be driven by one entity alone and requires proactive collaboration between FMCG companies, policy makers, consumers, recycling companies and other stakeholders who share an aspiration,” he said.

Meanwhile, MAREA general manager Pauline Goh said that with packaging waste escalating in recent times, environmental concerns are at an all-time high.

“Our aim is to promote sustainable end-of-life disposal of post-consumer plastic packaging waste through higher recyclability and recycled content. Changing consumer habits is also integral in our sustainability agenda and this can only come from sustained and effective programmes which we intend to roll out with partners and other stakeholders,” she said.

MAREA was incorporated on Jan 4 this year.


## https://www.theedgemarkets.com/article/ten-fastmoving-consumer-goods-players-team-kick-start-malaysian-recycling-alliance

Posted by Keyman188 > 2021-04-26 08:22 | Report Abuse

Keyman188 always like to drink milk...

1 day 2 cups considered reasonable....

Posted by Bgt 9963 > 2021-04-26 09:00 |

Post removed.Why?

Posted by Up_down > 2021-05-03 12:50 | Report Abuse

Accumulate Dlady at the prices 10 years ago while skimmed milk powders has moved into high level.

Posted by focusinvesting > 2021-05-09 20:22 | Report Abuse

Why I think DLady is still overvalued.

https://myfocusinvesting.com/index.php/2021/05/09/dutch-lady-malaysia-why-i-think-its-overvalued/

Posted by Keyman188 > 2021-05-09 21:02 | Report Abuse

But you omitted to use other "Sigma" to evaluate upcoming "Real Intrinsic Value"...

Posted by Petronas > 2021-05-18 19:19 | Report Abuse

Happy

Posted by Petronas > 2021-05-19 10:55 | Report Abuse

Blue chip

Posted by dompeilee > 2021-05-21 15:34 | Report Abuse

Wah...below Mar 2020 low already ah? This susu really x boleh minum lol

Posted by dompeilee > 2021-05-21 15:35 | Report Abuse

EPF stuck like a HAIRY CRAB inside this one LOL

Posted by dompeilee > 2021-05-21 15:38 | Report Abuse

A public bk employee i know also teruk...bought few hundred of this in the sixties in 2018 for the dividend...that was the year I SOLD & they started cutting the dividend shortly after...

Posted by dompeilee > 2021-05-21 15:40 | Report Abuse

Another old baldie who always bug me in AGMs last time boasting about his 20k DLady now significantly poorer. And I'm willing to bet huge that he never sold a single lot until now lol

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

Just buy this

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

is time to opt in

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/

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

Skim-milk-powder ???

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。

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。

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...

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

Keyman188 always like to drink milk...


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

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)

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

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

Foreign funds coming back...

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

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

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



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

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

FMCG recovery theme.

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

Drop one day
Up 2,3 days

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

dlady profits from land sold will contribute to next QR?

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!

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 =)

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...

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

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

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

Farm best is commming...!

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!

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

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.

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

https://www.theedgemarkets.com/article/nearterm-outlook-remains-positive-due-stronger-pickup-market-interest-says-interpacific


https://www.thestar.com.my/business/business-news/2021/09/30/strong-support-from-foreign-investors-seen


https://www.theedgemarkets.com/article/frankly-speaking-foreign-funds-are-back

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

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

duty stem

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

cukai Makmur...

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?