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
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........
@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
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.
@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.........
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
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.
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
@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
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)
[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
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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....
Humble_Investor
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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