Posted by stahl2017 > 2018-12-10 17:47 | Report Abuse

Employees Provident Fund Board (AberIslamic) is the 3rd largest shareholder (1.69% base on 2017 Annual Report ). The term "AberIslamic" should give some clues here.

Posted by stahl2017 > 2018-12-10 17:53 | Report Abuse

HSBC (M) Trustee Bhd for Manulife Investment Al-Faid (4389)
HSBC (M) Trustee Bhd for Manulife Investment Al-Fauzan (5170)
This is another 2 islamic funds in top 30 shareholders

Posted by Flintstones > 2018-12-17 22:04 | Report Abuse

There are about 2-3 million shares associated with islamic funds here. The selling is far from over.

Posted by trulyinvest > 2018-12-17 22:04 | Report Abuse

Sellers,never ends... rm1.20 coming

Posted by sapurakencana > 2018-12-19 10:10 | Report Abuse

If u r truly invest like your name, you must encourage people to start buy now n not like speculator always dream lower price.every counter have their own value ( Calsburg,Digi) ,dont expect this counter will equivalent to FGV,POS ,TELEKOM ,MYEG or GKENT.unless you r substatial shareholder like Kyy may be u can press down the price become nil.

Posted by Icon8888 > 2018-12-20 09:50 | Report Abuse

cheap at current price

worth at least 4.00

Posted by abang_misai > 2018-12-20 09:51 | Report Abuse

Thanks Icon8888 Sifu.

We will buy some

Posted by Icon8888 > Dec 20, 2018 09:50 AM | Report Abuse

cheap at current price

worth at least 4.00

Posted by Flintstones > 2018-12-20 09:54 | Report Abuse

If no growth, it will stay undervalued forever like Insas

Posted by sapurakencana > 2018-12-21 10:57 | Report Abuse

All the product sell by DKSH become a neccesity by middle class income group,unless you are insider told me that coming sales drop 20% ,than i wil change my mind.If this industry no growth means no productivity in this country & GDP wil drop below 4% by next year.

Posted by sapurakencana > 2018-12-21 11:01 | Report Abuse

Flinstones : Dont compare Apple (DKSH) VS Orange (Insas),is difference industry , management & dividend distribution policy also big big difference.

Posted by Choivo Capital > 2018-12-21 12:29 | Report Abuse

Why is DKSH undervalued ah?

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Posted by Flintstones > Dec 20, 2018 09:54 AM | Report Abuse

If no growth, it will stay undervalued forever like Insas

Posted by Choivo Capital > 2018-12-21 12:35 | Report Abuse

I have no idea why people like DKSH so much. At this price, it looks ok, but not so fantastic.

But RM4 ah? This company better than APPLE is it.

Posted by Flintstones > 2018-12-21 15:23 | Report Abuse

Do not confuse foreign subsidiary with good fundamentals. Lafarge is also a foreign subsidiary. Is it currently good? It is not. DKSH has been trending down even before they got kicked out from shariah.

Posted by paulthesotong > 2018-12-21 15:42 | Report Abuse

Wat the logic capitalisation 360m TO 480m co... should worth 3..

Posted by stocking > 2018-12-24 08:33 | Report Abuse

https://www.nst.com.my/business/2018/12/442694/dksh-acquire-entire-equity-auric-pacific-rm48091m

Posted by Flintstones > 2018-12-24 09:16 | Report Abuse

This is an interesting acquisition. Auric owns brands like Sunshine Bread and SCS Butter which are very popular in singapore. In Malaysia, this consumer product business would have fetch hugher valuation eg. F&N

The price is not cheap at 18x PE. If 1 + 1 = 3, I guess this is a good price.

Posted by Ricky Yeo > 2018-12-24 10:31 | Report Abuse

If no growth, it will stay undervalued forever - very confusing statement

Posted by poilam > 2018-12-24 11:25 |

Post removed.Why?

Posted by Flintstones > 2018-12-24 11:26 | Report Abuse

How is that confusing? A no growth company becomes a value trap.

Posted by Icon8888 > 2018-12-24 11:26 | Report Abuse

The immediate step is to lower cost through Auric VSS

Posted by qqq3 > 2018-12-24 11:31 | Report Abuse

DKSH not bad......but market best to buy previous forced selling shares.

value investing? too risky from eco0nomic stand point.

https://klse.i3investor.com/blogs/qqq3/187589.jsp

Posted by Flintstones > 2018-12-24 11:59 | Report Abuse

Auric is also involved in the business of shopping mall food courts under the brand name “Food Junction”

Posted by Ricky Yeo > 2018-12-24 12:15 | Report Abuse

Very confusing. So based on that logic, a growth company becomes fair valued? What kind of growth makes a company overvalued then? And at what point is considered a growth? 3%? 5, 8, 20%? And why no growth becomes value trap? And how do you define under, fair, and overvalued? If I invest in a business for $100 and earns $30 in perpetuity with zero growth, is that a value trap?

Posted by Flintstones > 2018-12-24 12:28 | Report Abuse

Ricky yeo, I come i3 to make money, not engaging in intellectual discussion with you. You wanna discuss your finance theory, I suggest you go to a finance classroom.

Posted by qqq3 > 2018-12-24 12:31 | Report Abuse

Ricky Yeo > Dec 24, 2018 12:15 PM | Report Abuse

Very confusing.

=========

not very confusing considering the state of the world economy.

Posted by Ricky Yeo > 2018-12-24 13:04 | Report Abuse

Sure not a problem. I don't want to discuss finance theory, I am just pointing out if logic is wrong, how does one make money based on false logic?

Posted by Choivo Capital > 2018-12-24 14:35 | Report Abuse

Yeap.

The amount of fools here, well, its not that much of a value add activity to talk to them. but it sure is fun to buy make money off them!

====
Ricky Yeo Sure not a problem. I don't want to discuss finance theory, I am just pointing out if logic is wrong, how does one make money based on false logic?
24/12/2018 13:04

Posted by Flintstones > 2018-12-24 15:02 | Report Abuse

No problem Ricky. You are free to point out any false logic you want. i3 promote free speech. Just like Jon Choivo here having the logic of making money off fools when he could be the fool anytime.

Posted by Ricky Yeo > 2018-12-25 06:30 | Report Abuse

That's okay when one is not ready to listen.

Posted by James Ng > 2018-12-26 11:18 | Report Abuse

https://klse.i3investor.com/blogs/general/187840.jsp
[转贴] [DKSH HOLDINGS MALAYSIA BHD：由于引入销售和服务税（SST）相关的短期波动，营销和分销部门的前景仍然不太乐观，特定客户合同的一次性负面影响，影响了第三季度业绩] - James的股票投资James Share Investing

Posted by AsianInvestor > 2018-12-27 16:35 | Report Abuse

do you guys think it will go back to 2.2? Thinking to buy at that price.

Posted by stocking > 2018-12-28 08:59 | Report Abuse

if go back to 2.2 definitely can buy as DK pay out dividend is better than bank interest rate. They are also profitable Co. Biggest FMCGs market expander in Malaysia.

Posted by moneykj > 2019-01-02 13:41 | Report Abuse

Avrg extra earning 5m. Should consistently hit 15m per q. Plus attractive div. At current price, is a BUY.

Posted by Icon8888 > 2019-01-08 15:46 | Report Abuse

Yes it is a buy

Posted by value88 > 2019-01-09 11:42 | Report Abuse

Bought some, DKSH is selling cheap now.

Posted by value88 > 2019-01-09 11:45 | Report Abuse

The revenue has been growing due to organic growth of its existing customers. Its earnings is resilient.
The recent sell-down is probably related to it was being excluded from Shariah-compliant list, but this factor does not affect its business fundamental.
The core profit in Q3 FY18 was higher than reported profit if exclude the one-off loss items.

Posted by value88 > 2019-01-09 11:46 | Report Abuse

I aim for RM3 per share, that means 31% upside.

Posted by value88 > 2019-01-09 11:47 | Report Abuse

If market sentiment turns bullish, RM4 is possible.

Posted by Najib Zamry > 2019-01-09 17:44 | Report Abuse

Bought 20,000 shares at average RM2.25 today. This fundamental sound stock has dropped more than 50% from it is peak of RM5.10 and currently trading at P/E 7.00 with dividend yield around 4.25% which is better than FD.

Posted by mrfuad87 > 2019-01-09 17:45 |

Post removed.Why?

Posted by Icon8888 > 2019-01-09 17:49 | Report Abuse

Despite borrowing quite a lot to acquire auric, I think it is very easy to maintain dividend 10 Sen because number of shares 160 mil only

Pay out 10 Sen is equivalent to RM16 mil

Easy

At current price, dividend yield 4.4%

Nice

Posted by Icon8888 > 2019-01-09 17:51 | Report Abuse

Auric acquisition can potentially propel company to totally new level

Kwailo Major shareholders own more than 70% . I am sure they are more kencheong than us ikan bilis

Posted by Icon8888 > 2019-01-09 17:52 | Report Abuse

When new asset starts to shine, the stock will run

I am very sure the New assets will shine as these guys are experts

They have done their Maths before closing the deal

Posted by Icon8888 > 2019-01-09 17:53 | Report Abuse

Once in a life time opportunity to buy

Last time always trade at 4 to 5 at least

Posted by Najib Zamry > 2019-01-09 21:18 | Report Abuse

Icon8888, what is your purchase cost?

Posted by Icon8888 > 2019-01-19 13:24 | Report Abuse

210 until 230

Posted by abang_misai > 2019-01-09 21:30 | Report Abuse

Whether it's Rm2.10 or Rm2.30 is not important because we are talking for an upside of 100%.

Posted by Icon8888 > Jan 9, 2019 09:20 PM | Report Abuse

210 until 230

Posted by Icon8888 > 2019-01-09 21:32 | Report Abuse

I bought all the way up

Posted by Icon8888 > 2019-01-09 21:34 | Report Abuse

I increase exposure after feeling that the trade war might be resolved amicably

Not very keen to go into a recession with so much borrowings and a new asset to be digested

Posted by Najib Zamry > 2019-01-09 22:10 | Report Abuse

Hurray!!!!!!!!