DKSH likely to announce a 10sen dividends sooner than later.
Beneficiaries of strong sectors in play like Healthcare, Performance materials and Technology.
One of the distribution companies that record strong revenues and earnings during this covid-19 pandemic. What more when the government kickstart the Covid-19 vaccine distribution channels.
Potential strong earnings in the coming quarters.
I bought the at RM2.95 and expecting it to go up to RM3.50 in 6 months Start selling if price is below RM2.80. Invest at your own risk! Read all in the RESEARCH and NEWS and BLOG section.
Surely, the cash situation and the company financials would not allow to pay such dividend. But remember that DKSH group is the main shareholder and probably needs to upstream cash. Lucky small shareholders are participating in this exercise. However, that does not change the general state of DKSH Malaysia and the problems. RM 3.50 appears to be extremely unlikely at the moment.
Just as expected. Dividend is at 10 sen. Not bad for a yield of 3.3% and potential upside to above RM3.50. Need to wait for coming quarters for good earnings. Sector in play now. Focusing on palm oil.
After past disaster, the expected moderate recovery. Same for all industry and does not say anything about DKSH management performance. Profit driven by the fact that promotional activities were very little and saved a lot of money. That is not sustainable and future profits will suffer. Btw, if you look at Cash, please do not forget to look at borrowings. Net cash is actually worse. Once people find out, the share price will drop dead again.
Cash 122m STB 355m LTB 257m Net debt = 355-257-122 = 490m Gearing = Net Debt / Equity = 490/693 = 0.7 Gearing is on the high side but not too bad! In present low interest environment, it is sometimes good to borrow money cheap, as long as you can generate lots of income from it. Revenue this quarter is highest ever, ascending EPS last 4Qs from 4.9s to 8.6s to 10.2s to 15.2s = 39s PE ratio is 341/39 = 8.7 One thing not highlighted by many, is its Healthcare business. The two biggest pharmaceutical distributors in M’sia are Zuellig and Diethelm, both with cold supply chains Zuellig is S’pore owned. Diethelm M’sia belongs to DKSH (M’sia) For DKSH read https://www.dksh.com/global-en/home/healthcare/covid19-vaccine-distribution Not sure govt will choose Zuellig or Diethelm or even both in the vaccination rollout for GPs Even if the vaccine is free, the govt still have to engage distributors (logistics reasons). Can’t expect the GPs to collect themselves. These companies are able to reach the most remote towns in M’sia.
Hmm, vaccine distribution, news or rumours? This company also got good Q result, unlike my MMC, no blockage by bankers due to call warrants. Hopefully can fly tmw
@moratorium - not surprising if true. dksh Thai distributing sinovac in Thai. If Malaysia gov need help to distribute vaccine to vaccine center, dksh boleh buat. X tau who will help gov distribute all vaccine
Still remember why they willing to loan 450M to buy Auric Group.I still remember quite a number of reader blame the management decision.After 3.5 time,the company growth to another level. I hope management start another acquisition again during recession.
DKSH is far off distributing any vaccine in MY. And even if so, it will not bring any big profits.
By right investors question Auric. If you look at how much cash was flushed down for this company, you will understand why. Unlikely it will pay off. Basically only served to plug top-line holes. Good news is that with no cash left in the pocket, it will be difficult for DKSH management to waste more investor's money soon.
You must be dreaming, Najib! It is more likely that the price is dropping back below Rm3. There is just very little fantasy and substance in this company. While minimal purchases may at times move the price 3% up or down, no fundamental trend is yet seen. The company neither is particularly exciting, nor does it benefit from COVID, nor is it managed very well. There is simply no reason why the share price would be moving up.
Kenyataan Akhbar KPK 16 Julai 2021 – Keputusan Mesyuarat Pihak Berkuasa Kawalan Dadah Kali Ke-361 Berkenaan Pendaftaran Vaksin COVID-19
Kementerian Kesihatan Kesihatan (KKM) ingin memaklumkan bahawa Mesyuarat Pihak Berkuasa Kawalan Dadah (PBKD) kali ke-361 telah bersidang pada hari ini, 16 Julai 2021. Mesyuarat telah bersetuju memberikan kelulusan pendaftaran bersyarat untuk kegunaan semasa bencana bagi dua (2) produk vaksin COVID-19 iaitu:
1. COVILO Suspension for Injection COVID-19 Vaccine (Vero Cell), Inactivated Pemegang pendaftaran: Duopharma (M) Sdn. Bhd. Pengilang: Beijing Institute of Biological Products Co. Ltd. (BIBP), China COVILO merupakan vaksin yang dibangunkan oleh China National Biotec Group Company Limited (CNBG), Sinopharm, yang juga dikenali sebagai vaksin COVID-19 Sinopharm.
2. Janssen COVID-19 Vaccine Suspension for Injection Pemegang pendaftaran: Johnson & Johnson Sdn. Bhd. Pengilang: Janssen Pharmaceutica N.V., Belgium
Kelulusan pendaftaran bersyarat ini memerlukan maklumat kualiti, keselamatan dan keberkesanan produk vaksin tersebut dipantau dan dinilai berdasarkan data-data terkini dari semasa ke semasa. Ia bagi memastikan perbandingan manfaat-risiko (benefit over risk) bagi produk-produk vaksin tersebut kekal positif.
KKM akan sentiasa mempertingkatkan tahap kesihatan awam dalam memerangi wabak COVID-19 melalui perolehan bekalan vaksin yang telah dinilai daripada aspek kualiti, keselamatan dan keberkesanan oleh Bahagian Regulatori Farmasi Negara (NPRA) dan diluluskan oleh PBKD. Kerajaan juga komited untuk memastikan penduduk dewasa Malaysia mencapai imuniti kelompok (herd immunity) selaras dengan sasaran Program Imunisasi COVID-19 Kebangsaan (PICK).
TAN SRI DATO’ SERI DR. NOOR HISHAM BIN ABDULLAH Ketua Pengarah Kesihatan Malaysia 16 Julai 2021
DKSH manufacturers of medical devices, disposables, capital expenditure equipment, in vitro diagnostics, orthopedics, cardiac devices, wound care, hospital supplies, diagnostic imaging, ophthalmic, endoscopy, dental care and patient monitoring solutions. Some of our current clients include Alcon, Baxter, Johnson & Johnson LifeScan, Medtronic, Roche Diagnostics and Straumann.
Hi Najib, did you notice that only you seem to hear all these "good" news about DKSH?! I am sure you need some increase in share price to make a buck, but that does not make DKSH a better company. Short term, no good business for DKSH. By the way, Johnson & Johnson has many divisions, and the ethical pharma products are not distributed by DKSH. Hence, also for this vaccine no deal for DKSH. Stop dreaming, DKSH will make no money with COVID vaccines.
Post a Comment
People who like this
New Topic
You should check in on some of those fields below.
Title
Category
Comment
Confirmation
Click Confirm to delete this Forum Thread and all the associated comments.
Report Abuse
Please Sign In to report this post as abuse.
Market Buzz
No result.
Featured Posts
Moomoo MY
Open a Moomoo Account Today and Win an Apple iPad Air*!
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....
speakup
25,120 posts
Posted by speakup > 2021-03-30 15:31 | Report Abuse
something brewing @ dksh?