Posted by pang72 > 2 months ago | Report Abuse

I hv sold my DLady at 37.40 mark my 2999 trades win..
Japanese old lady dompeilee, you can come back to kutuk the stock you like..
I don't haunt you here :)

Posted by ttt > 2 months ago | Report Abuse

when go to RM 120 ?

Posted by CharlieM > 2 months ago | Report Abuse

In 2 years or 6 to 8 QRs..

Posted by ttt > 2 months ago | Report Abuse

@CharlieM not unreasonable time line.. Probably a RM70 by year end is possible.

Puts is squarely on a 40x PE at a RM110m profit , annualised PAT for Q1 of RM27m which I can only expect to improve in the coming quarters.

Posted by CharlieM > 1 month ago | Report Abuse

Dlady next QR estimated to be on 22 Aug. Expect another rally if result is good.

Posted by ttt > 1 month ago | Report Abuse

Farm fresh has been innovating and expanding it's product line like crazy. Don't see the same level of creativity from Dutch lady.is this a good thing or bad thing , I don't know. A wider line of products means higher wastage and may not scale., but then again it opens up the opportunity of higher margin.

I don't know to be happy or sad with FFB. Hopefully it doesn't impact Dutch lady that much since it doesn't have butter or ice cream

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

I don't think this is a zero sum gain.
The competitors in this segment are Nestle, F&N and DLady. FFB is a newcomer, yet to be proven but cannot be dismissed lightly too.

Posted by ttt > 1 month ago | Report Abuse

FFB Rev is already RM800m whilst DLSB is RM1.4b. The difference is FFB took only a few years whilst DLSB has been here for decades. Hope it doesnt turn into a Nokia story , failing to innovate.

Posted by ttt > 1 month ago | Report Abuse

alternatively, they should sell more beyond just the Malaysian market. Their new facility has the capacity. Just need to further market it to other countries. Receiving foreign currency would be good as well.

Posted by chopstick > 1 month ago | Report Abuse

dun worry act rich investor Dlady,, this stock will keep going up downturn is limit, everyone is taking at least 1 of their product daily. so sleep well, no worries , just keep comment only and earn dream div.

Posted by ttt > 1 month ago | Report Abuse

hahah. thanks for the comfort and optimism mr. chopstick. :)

Posted by ken > 1 month ago | Report Abuse

34.40.. time to buy. Soon will be go back to 38.. before new high 40.. by end of August.

Posted by zzprozaz > 1 month ago |

Post removed.Why?

Posted by chopstick > 1 month ago | Report Abuse

wake up act rich investors . Dlady N Nestle is moving north. enjoy yr dream profit and dividend

Posted by ttt > 1 month ago | Report Abuse

what is "act" rich investors ? as in pretending to be rich investors ?

Posted by CharlieM > 1 month ago | Report Abuse

Cover Story: A fruitful 1H, with most counters in The Edge’s portfolio charting positive returns
The Edge Malaysia
11 Jul 2024

Dutch Lady has been added to the list this time around as the dairy company ramps up production following the completion of its halal IR4.0 manufacturing facility DLMI@Enstek in Bandar Enstek, Negeri Sembilan. The added capacity should translate into higher revenue.

Dutch Lady’s RM540 million investment in the manufacturing facility with export capacity was funded internally, and the completion of the new plant could lead to a higher dividend payout for its shareholders in the near future. In the last three financial years, the company has paid out RM32 million in net dividends, translating into dividend payout ratios of 12.9%, 69.11% and 44.2% for FY2021 to FY2023 respectively.

In 1QFY2024, it reported a net profit of RM26.66 million. Annualised, this amounts to RM107 million. However, downside risks include higher accelerated depreciation from its Petaling Jaya plant and one-off costs related to the move to Bandar Enstek, fluctuating foreign exchange rates, variable commodity prices and potential shifts in regulatory frameworks.


https://theedgemalaysia.com/node/717447

Posted by dompeilee > 3 weeks ago | Report Abuse

In the final analysis, I was still right in selling @ over $33 vis-a-vis NOW!

Posted by Up_down > 3 weeks ago | Report Abuse

Price is sliding slowly. 28 please.

Posted by CharlieM > 2 weeks ago | Report Abuse

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

Posted by calvintaneng > 2 weeks ago | 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 > 2 weeks ago | 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 > 2 weeks ago | Report Abuse

can buy Dutch Lady? it's below 29?

Posted by rohank71 > 2 weeks ago | 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 > 2 weeks ago | 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 > 2 weeks ago | 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 > 2 weeks ago | Report Abuse

Does anyone know when the Q2 results out..

Posted by CharlieM > 1 week ago | Report Abuse

22 August estimated

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

Be greedy when everyone is fearful.

Posted by rohank71 > 1 week ago | Report Abuse

#CharlieM Tq

Posted by Up_down > 5 days ago | Report Abuse

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

Posted by rohank71 > 4 days ago | Report Abuse

bought some today...finally.

Posted by calvintaneng > 3 days ago | 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 > 3 days ago | Report Abuse

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

Posted by calvintaneng > 3 days ago | Report Abuse

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

See

Iinvestbodoh = www.investlah.com

Posted by calvintaneng > 3 days ago | 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 > 3 days ago | Report Abuse

Read carefully in Note 12 first. kikiki

Posted by rohank71 > 3 days ago | Report Abuse

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

Posted by rohank71 > 3 days ago | 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 > 3 days ago | 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 > 2 days ago | 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 > 2 days ago | Report Abuse

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

Posted by CharlieM > 2 days ago | Report Abuse

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

Posted by Eagle_T > 2 days ago | Report Abuse

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

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 days ago | 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)$€£¥ > 2 days ago | 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 > 1 day ago | 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 > 1 day ago | 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 > 1 day ago | 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.