Posted by Humble_Investor > 2024-05-22 21:46 | Report Abuse

4 points I noted from the AGM (note this is for info sharing only & is NOT guaranteed)
-Q1 2024 was good as announced
-Q2 should be good as April was good, with May tracking well
-2024 as a whole should be better than 2023
-Management will & is working towards maintaining higher margin % as in Q1

Posted by Humble_Investor > 2024-05-22 22:09 | Report Abuse

https://klse.i3investor.com/web/blog/detail/PublicInvest/2024-05-17-story-h-161608075-DKSH_Holdings_M_Berhad_Best_Quarter_To_Date#google_vignette

Posted by Humble_Investor > 2024-05-23 12:02 | Report Abuse

Agreed with donald770, DKSH EPS is 70 sen but dividend paid is 17 sen (24% of 2023 profit). Should DKSH pays higher dividend like Harison & Amway or recently Apollo, the DKSH story will be different................. trust the days will be very soon........

Posted by firehawk > 2024-05-23 12:23 | Report Abuse

Price laggards

Posted by SincereStock > 2024-05-23 14:30 | Report Abuse

cut queue top up some more at 5.26 while price still lagging behind improved fundamental

Posted by SincereStock > 2024-05-23 14:33 | Report Abuse

matter of time before bigger funds come here

Posted by Humble_Investor > 2024-05-23 15:11 | Report Abuse

Very little floating shares. Top 30 shareholders holding 86% of shares.

Posted by SincereStock > 2024-05-23 15:20 | Report Abuse

@Humble_Investor good thing, means price can easily go up or down here. with improved revenue and EPS, which likely to sustain, the direction should be very obvious already. I like this kind of situation, price lagging behind fundamental without much profit taking activity can be done by previous investors due to still lacking profit available to take in corresponse to improved fundamental. if I am previous investors surely I won't sell at this point too

Posted by SincereStock > 2024-05-23 15:23 | Report Abuse

comparing with YSPSAH, there are more room for profit taking with price gap up 10% at least in corresponse to improved EPS, need to be more careful there although uprise to another level probability is also decent there.

Posted by KingKKK > 2024-05-24 09:05 | Report Abuse

02-Jul-2024 DIVIDEND Final Dividend RM 0.1700
The stock has dividend of 17 sen ex-date is 2nd July

Posted by SincereStock > 2 months ago | Report Abuse

top up a few more at 5.20

Posted by SincereStock > 2 months ago | Report Abuse

https://www.facebook.com/xngyuan/videos/828026755888524?idorvanity=3251240861803724

chenjian sifu reviewed dksh very positively

Posted by SincereStock > 2 months ago | Report Abuse

top up a few more dksh at 5.22

Posted by SincereStock > 2 months ago | Report Abuse

top up a few more DKSH with cash just unlocked from MESB, at price 5.25 - 5.27 (7 june 2024 9.52am)

Posted by Humble_Investor > 2 months ago | Report Abuse

@SincereStock, soon you will be in the top 30 shareholder list, keep it up....... btw, not able to view chenjian sifu review link that you shared.........

Posted by SincereStock > 2 months ago | Report Abuse

@Humble_Investor trust me I will never be, you can't imagine how bilis I am. top 30 is too too far fetched thought

as of the video, I think you need to join their fbgroup 1st
https://www.facebook.com/groups/chensroomopen

Posted by SincereStock > 2 months ago | Report Abuse

top up a few more DKSH with cash just unlocked from ASIAPAC & SYGROUP, at price 5.29 (7 june 2024 3.55pm)

Posted by SincereStock > 2 months ago | Report Abuse

@Humble_Investor just by noticing today total trade volume / acc value up tp now you can imagine how bilis i am already lol

Posted by Humble_Investor > 2 months ago | Report Abuse

https://ca.finance.yahoo.com/news/investors-dksh-holdings-malaysia-berhad-234045437.html

Posted by SincereStock > 2 months ago | Report Abuse

sold most of 5.30-5.31, only keeping a few (12 june 2024, 11.24am), decided to take extra precaucious due to diesal subsidy card has limit, might affect operation cost of DKSH

Posted by SincereStock > 2 months ago | Report Abuse

bought back some at 5.40 (13 june 2024, 10.02am), seems like I might have be over concern about diesal subsidy card

quote from source below “Any sector that qualifies for the subsidies and has reached their limit can discuss with the government. If there is sufficient data to show this, we can help them,” he said.

source: https://www.thestar.com.my/news/nation/2024/06/12/govt-focusing-on-targeted-diesel-subsidy-for-now-says-amir-hamzah

Posted by SincereStock > 2 months ago | Report Abuse

mistake to have sold some on 12 june 2024, glad it is not too late to bought back at 13 june with minimal costs

Posted by All_in_2021 > 2 months ago | Report Abuse

great choice. Saw announcement they just sign an agreement on healthcare sector. If they can hold on to consumer sector and keep expanding healthcare sector which is higher margin, that is a big win

Posted by SincereStock > 2 months ago | Report Abuse

top up a few more dksh at RM5.27 (25 june 2024, 11.01am)

Posted by All_in_2021 > 1 month ago | Report Abuse

all in?

Posted by SincereStock > 1 month ago | Report Abuse

wait for the reinvestment of dividend fund on 18 july 2024

Posted by Humble_Investor > 1 month ago | Report Abuse

https://www.eqs-news.com/news/adhoc/dksh-reports-core-ebit-growth-of-8-2-at-cer-for-h1-reaffirming-consistent-track-record-of-creating-value-in-asia-and-beyond/2092633

Posted by Humble_Investor > 1 month ago | Report Abuse

https://dayakdaily.com/dkshs-new-kuching-hub-boosts-east-malaysias-consumer-goods-healthcare-supply-chains/#:~:text=DKSH's%20new%20Kuching%20hub%20boosts%20East%20Malaysia's%20consumer%20goods%2C%20healthcare%20supply%20chains,-Jul%2016%2C%202024&text=Wee%20(second%20right)%20officiates%20the,Kuching%20on%20July%2016%2C%202024.

Posted by SincereStock > 1 month ago | Report Abuse

@Humble_Investor thanks for sharing the good news

Posted by Humble_Investor > 1 month ago | Report Abuse

https://www.dksh.com/my-en/home/media/news Read all DKSH news update here

Posted by SincereStock > 1 month ago | Report Abuse

@humble_Investor thanks again~ dksh is indeed a well managed growth company

Posted by Humble_Investor > 1 month ago | Report Abuse

Happy Dividend Day to all Share Holders

Posted by keluarpattern > 1 month ago | Report Abuse

i just received rm 17 only. after buy kfc finish spend already. 😒😒

Posted by Humble_Investor > 1 month ago | Report Abuse

@keluarpattern, sikit2 lama2 jadi bukit 👍

Posted by SincereStock > 1 month ago | Report Abuse

@keluarpattern no worry just hold tight your 1 lot and enjoy your kfc. most of us bilis retailers here can buy back 0-3 lot with our dividend only. but there are many bigger / institutional investors out there. even if just 1% of the 3% given dividend coming back to the counter, that is huge enough to push this low volume counter at least back to it's pre ex date price already

Posted by keluarpattern > 1 month ago | Report Abuse

i want to buy more lot, but now price all jack up already. Last year i buy rm 4.6+ only.

Posted by SincereStock > 1 month ago | Report Abuse

@keluarpattern now fundamental a improved significantly compare to last year, especially recent QR

and what I see buyers and sellers so far are mostly retailers and being very patience in price bargains

Posted by bullvestor > 3 weeks ago | Report Abuse

Is this a good company

Posted by SincereStock > 3 weeks ago | Report Abuse

（吉隆坡30日讯）制造业有复苏迹象可带稳国内劳动市场，薪资调整加上第三户头（或称灵活户头）提款、国际游客回流，分析员看好消费领域前景，但提醒业者得了解婴儿潮和X世代、千禧一代（Millennial）和Z世代消费观的不同，因这将改变整个零售格局。

消费领域前景唱好
大众研究分析员今日在报告指出，消费支出的短期逆风还是柴油自由浮动及接下来将落实的燃油补贴合理化，但在更高可支配收入带动下，相信消费者情绪将逐步改善。

“我们认为，这些利好主要将惠及消费必需品，而不是非必需品，尤其宏观经济利空环绕、生活费攀升及市场对RON95燃油补贴合理化的担忧未散，这或造成对价格相当敏感的消费者‘降级’消费，或潜在惠及产品组合多元的利直南控股（DKSH,5908,主板消费产品服务组）。”

利直南控股 (DKSH)

评级：跑赢大市

目标价：5令吉85仙

产品多元可抵御价格敏感消费者转向低价商品的冲击，另外更高可支配收入也有利该公司，依据2025财政年每股盈利的7倍本益比，给予“跑赢大市”评级及5令吉85仙目标价，目前以6倍本益比交易，估值便宜。

quoted from source: https://www.klsescreener.com/v2/news/view/1366961

Posted by Humble_Investor > 3 weeks ago | Report Abuse

https://www.thailand-business-news.com/thailand-prnews/kyowa-kirin-announces-a-new-sustainable-business-strategy-for-the-asia-pacific-apac-region

Posted by SincereStock > 3 weeks ago | Report Abuse

reluctantly sold a few DKSH at 5.100 (02 august 2024), still got a lot of DKSH stakes left, needed the cash to urgently top up discounted SYGROUP

Posted by SincereStock > 2 weeks ago | Report Abuse

sold a few DKSH throughout today (05 august 2024), for being 1 of the most resilent counter during today mini crisis, repositioning the cash to other more affected counters (mesb, sygroup, asiapac, prestar)

Posted by SincereStock > 2 days ago | Report Abuse

[22/8/2024 5:04 pm] SincereStock: sold some dksh (22 august 2024) to reduce stakes toward its qr. time for it to perform for its current good qr is running out and the expectation bar set for next qr is quite high to worth the risk