Sorry, that is pointless speculation without any base. But apparently a few misguided can impact the share price with peanuts trading volumes. But as quickly as it raises, as quickly it drops. Good luck!
I am very very positive on DKSH potential looking at the business model of having consumer/distribution/logistic/pharmaceutical supplies businesses. To me it is like having Nestle and Zhuellig business combine. This is a GEM STOCK TO BUY AND HAVE SHORT TERM AND LONG TERM GAIN.
apple168, no sure where you got this information. Pfizer's main distributor is not DKSH, nor is there any official information saying DKSH will distribute the Pfizer vaccine. It is much more likely that Pharmaniaga will do that.
DKSH is Pfizer official partner to distribute Pfizer products to Southeast Asia! DKSH has the ability to store vaccines and transport them effective comparative to pharmaniaga!
Pharmaniaga needs time to buy all the necessary items to effectively transport vaccines to respective hospitals, all these need time to buy the equipments. DKSH has established network and cold storage equipments long time ago! DKSH, we trust!
DKSH Fundamental ROE: 6.3 to 9.5 expecting to grow tremendously with the vaccine distribution and health care related products (healthy) Dividends: 2 to 4.46% per year since 2015 PE: 9.96 (healthy and undervalued) NTA 4.13 Cheers!
Looking at other vaccine and pharmaceutical companies, the shares price jumped more than 100%, DKSH still at the bottom, profit margins are huge! Good Luck! Let’s huat in 2021!
Sorry, apple168, except a strong desire to push your own investment and to hope for overpricing of the shares, it appears that you have very limited insights and knowledge about the pharmaceutical industry. If you declare DKSH to be Pfizer's official partner to distribute in SEA, please, provide evidence (and not in form of some generic marketing articles on the DKSH homepage). Otherwise, suggest you refrain from circulating such false information.
What a sour grape! Market decides the share price! Neither you or me or others can manipulate the share price fluctuation! Hope you do respect the freedom of speech and win big in your investment.
In case of DKSH trading volumes are typically between zero and peanuts. That is deciding the temporary share price, but not the value of the underlying business. Nobody will take your freedom of speech, but you may also have to accept if false statements will yet be commented. Feel free if you have facts to share.
If there was any serious "rumor" about DKSH, the trading volumes would not be so little. Reality is, nobody is interested in DKSH during COVID. Not even your attempts to spread (knowingly false) rumors will help. Anybody remotely familiar with the industry understands that COVID is doing more damage to DKSH than good. The majority of their business is suffering and they have no stake in COVID vaccines business.
Thanks, apple168! Since I am not founding my investments on wild speculations, it should be fine. Here are some facts that you may wish to factor in when dreaming about 4 Rm or more: Q4 sales even worse than Q3. Full year sales lower than 2019, despite full year of Auric. Profitability not fantastic either. No involvement in COVID vaccine distribution.
Totally understand that for DKSH 50'000 shares trading volumes can move the price up by 5%, but that is, frankly speaking, kindergarden and not an indicator for a good investment. If that does satisfy your desire for gambling, the luck may better be with you, not with me.
Today's volume is only 20,600 and I contributed almost 50% of the total volume. I am buying in not because of the vaccines distribution but based on some good retail report from some of their products with over 20% improvement on y-o-y. If DKSH gets appointed for vaccines delivery then it is a bonus. I think for Pharmaniaga to solely undertake the task of delivery may seem to capital intense, hence I do believe that DKSH may get some (apple168). As for investorking 2020, yes I think this is a very slow moving counter and should the news is out, the volume will be much higher. I sold all my glove stocks and just got out from oil&gas and moved into consumer staples, logistics, packaging industry. Hopefully these few sectors will start moving in the coming months. Happy New Year guys. Cheers !
Hunter70, about 30 million shares are free float. I remain saying that 50k daily trading volume is not due to small number of floating shares, but due to lack of interest in the stock. Nevertheless, if your investment decision is based on the belief that their retail business is picking up, I think that is a reasonable approach. I would rather be pessimistic on the vaccines business. And even if Pharmaniaga had to pass on certain services, the margins will be super slim.
Unless it doesn't move . If happened to move might ceiling up . Logistics companies will be the beneficiaries in vaccines transportation . No contra kakis holdings this stock after a long haul of consolidation.
Hi bgt9963, given the current situation in Myanmar it must be assumed that business is impacted. However, DKSH Malaysia is not operating in Myanmar, hence, totally irrelevant. Unless you talk about DKSH Group shares. But that is a different story altogether.
Hi JohnFarmer458, that is a nice try, but spreading false rumors in this forum is pretty toothless. If you are able to provide evidence for that statement it may even be of interest. So far, only you seem to have come across this news and that alone is not really credible. The trading volumes over the past few days are proof of the lacking excitement about DKSH.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
edwinnnnn
3 posts
Posted by edwinnnnn > 2020-12-28 12:02 | Report Abuse
https://www.dksh.com/global-en/home/healthcare/covid19-vaccine-distribution?utm_campaign=Oktopost-4_Group_HEC