DUTCH LADY MILK INDUSTRIES BHD

KLSE (MYR): DLADY (3026)

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Last Price

30.20

Today's Change

-0.02 (0.07%)

Day's Change

30.20 - 30.20

Trading Volume

3,200

Financial

Show?
Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 1,438,796 1,443,628 1,442,823 1,339,410 1,133,733 1,100,659 1,066,662 1,048,568 1,064,536 1,047,725 1,001,663 1,000,244 4.15%
PBT 111,445 109,805 96,493 54,559 284,525 97,511 137,600 171,292 157,519 197,982 188,737 148,423 -4.66%
Tax -23,557 -21,061 -24,099 -8,288 -36,525 -24,148 -34,642 -41,843 -39,802 -48,908 -47,757 -38,582 -5.09%
NP 87,888 88,744 72,394 46,271 248,000 73,363 102,958 129,449 117,717 149,074 140,980 109,841 -4.52%
-
NP to SH 87,888 88,744 72,394 46,271 248,000 73,363 102,958 129,449 117,717 149,074 140,980 109,841 -4.52%
-
Tax Rate 21.14% 19.18% 24.97% 15.19% 12.84% 24.76% 25.18% 24.43% 25.27% 24.70% 25.30% 25.99% -
Total Cost 1,350,908 1,354,884 1,370,429 1,293,139 885,733 1,027,296 963,704 919,119 946,819 898,651 860,683 890,403 4.90%
-
Net Worth 487,040 487,040 437,119 396,799 382,720 166,399 144,639 105,599 104,319 165,759 157,440 156,800 12.05%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div - - - - - - - - - - 140,800 140,800 -
Div Payout % - - - - - - - - - - 99.87% 128.19% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 487,040 487,040 437,119 396,799 382,720 166,399 144,639 105,599 104,319 165,759 157,440 156,800 12.05%
NOSH 64,000 64,000 64,000 64,000 64,000 64,000 64,000 64,000 64,000 64,000 64,000 64,000 0.00%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 6.11% 6.15% 5.02% 3.45% 21.87% 6.67% 9.65% 12.35% 11.06% 14.23% 14.07% 10.98% -
ROE 18.05% 18.22% 16.56% 11.66% 64.80% 44.09% 71.18% 122.58% 112.84% 89.93% 89.55% 70.05% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 2,248.12 2,255.67 2,254.41 2,092.83 1,771.46 1,719.78 1,666.66 1,638.39 1,663.34 1,637.07 1,565.10 1,562.88 4.15%
EPS 137.33 138.66 113.10 72.30 387.50 114.60 160.90 202.30 183.90 232.90 220.30 171.60 -4.52%
DPS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 220.00 220.00 -
NAPS 7.61 7.61 6.83 6.20 5.98 2.60 2.26 1.65 1.63 2.59 2.46 2.45 12.05%
Adjusted Per Share Value based on latest NOSH - 64,000
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 2,248.12 2,255.67 2,254.41 2,092.83 1,771.46 1,719.78 1,666.66 1,638.39 1,663.34 1,637.07 1,565.10 1,562.88 4.15%
EPS 137.33 138.66 113.10 72.30 387.50 114.60 160.90 202.30 183.90 232.90 220.30 171.60 -4.52%
DPS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 220.00 220.00 -
NAPS 7.61 7.61 6.83 6.20 5.98 2.60 2.26 1.65 1.63 2.59 2.46 2.45 12.05%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 30/09/24 30/09/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 31.96 31.96 23.16 30.24 33.52 37.50 49.10 62.00 62.00 55.56 47.76 42.40 -
P/RPS 1.42 1.42 1.03 1.44 1.89 2.18 2.95 3.78 3.73 3.39 3.05 2.71 -10.18%
P/EPS 23.27 23.05 20.47 41.83 8.65 32.71 30.52 30.65 33.71 23.85 21.68 24.70 -2.06%
EY 4.30 4.34 4.88 2.39 11.56 3.06 3.28 3.26 2.97 4.19 4.61 4.05 2.09%
DY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.61 5.19 -
P/NAPS 4.20 4.20 3.39 4.88 5.61 14.42 21.73 37.58 38.04 21.45 19.41 17.31 -16.56%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 19/11/24 19/11/24 20/02/24 24/02/23 23/02/22 25/02/21 25/02/20 27/02/19 27/02/18 28/02/17 23/02/16 24/02/15 -
Price 30.06 30.06 23.70 30.10 32.22 34.98 44.50 63.42 69.90 54.58 52.00 46.06 -
P/RPS 1.34 1.33 1.05 1.44 1.82 2.03 2.67 3.87 4.20 3.33 3.32 2.95 -10.83%
P/EPS 21.89 21.68 20.95 41.63 8.31 30.52 27.66 31.36 38.00 23.43 23.61 26.84 -2.71%
EY 4.57 4.61 4.77 2.40 12.03 3.28 3.62 3.19 2.63 4.27 4.24 3.73 2.76%
DY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.23 4.78 -
P/NAPS 3.95 3.95 3.47 4.85 5.39 13.45 19.69 38.44 42.88 21.07 21.14 18.80 -17.10%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
10 people like this. Showing 50 of 1,668 comments

CharlieM

ASB is still selling, wait for opportunity like when EPF was selling last time.

2024-08-04 09:54

calvintaneng

Dlady will be impacted by 52% diesel rise eat into profit

Do not catch 🔪

After breaking Rm30 it will fall to Rm25

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-16-story-h-210439465-WHEN_BUBBLE_BURSTED_DON_T_CATCH_FALLING_KNIFE_STAY_SAFEST_IN_PALM_OIL_C

2024-08-05 11:25

pang72

Wow! Japanese nikkei crashing 12%...
The old Japanese lady didn't show off her 1000 winning trade in Nikkie today?

Hahaha....!

2024-08-05 14:35

rohank71

can buy Dutch Lady? it's below 29?

2024-08-06 00:25

rohank71

will Q2 results be bad as they have been writing down all their plant as they have moved to new plant... or will the Festival Sales is high to push sales and profit up?

2024-08-06 01:41

rohank71

anyone can share abt tax rate they will pay as they will a huge capital allowance and pay zero tax?

2024-08-06 01:44

CharlieM

Dlady is a good buy long term but currently ASB is selling. Ideally you want to buy when ASB has stop selling..

2024-08-06 09:38

rohank71

Does anyone know when the Q2 results out..

2024-08-09 22:44

CharlieM

22 August estimated

2024-08-11 15:42

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Be greedy when everyone is fearful.

2024-08-11 16:20

rohank71

#CharlieM Tq

2024-08-14 01:32

Up_down

USD against RM dropped to 4.38 today. Expect gross margin would be much better in 4th Quarter QR.

2024-08-19 20:26

rohank71

bought some today...finally.

2024-08-20 22:27

calvintaneng

Be careful of 3iii or iinvestbodoh
.he told all to chase Dlady over Rm73

Now dlady rebounded little yet still lost 50%

So do not listen to iinvestbodoh..

Better sell dlady as Govt increased diesel tax by 52%

The milk truck that transport milk by Dlady will now see higher cost

So it will eat into Dlady profits

Sell now and buy stocks in East Malaysia where there is no 52% diesel price hike

2024-08-21 17:20

calvintaneng

https://klse.i3investor.com/web/forum/forum-thread/600591768

2024-08-21 17:20

calvintaneng

3iii caused investlah people to lost all their money till investlah closed shop

See

Iinvestbodoh = www.investlah.com

2024-08-21 17:22

calvintaneng

dlady results out

year on year profit dropped

now this result reports April to June qtr

and results can only get worst as June 2024 implement diesel
price rise


sell dlady faster as results will get from bad to worst


https://www.bangkokpost.com/world/2807834/malaysia-begins-diesel-subsidy-reforms-prices-to-rise-50-monday

2024-08-21 17:48

Up_down

Read carefully in Note 12 first. kikiki

2024-08-21 17:58

rohank71

#Up_down... note 12 paints a positive picture. Am I missing anything?

2024-08-21 21:03

rohank71

just bought yesterday... now so much of negativity by #Calvin... I see the results as very positive. even after booking a 15M accelerated depreciation, its EPS is 30 sen or else could have been 50+ sen. Did I read it wrongly? Next year no more accelerated depreciation as new factory is ready.

2024-08-21 21:06

CharlieM

“On a like-for-like basis, operating profit excluding accelerated depreciation and one-off costs stands at RM45.2 million, reflecting a substantial 19.7% increase compared to the same quarter in 2023.”

2024-08-21 22:37

Up_down

One off costs for relocation and dismentling of old factory is expected to incur for 3rd Qtr 24 Qtr and 4th Qtr 24. Better earnings due to RM strengthing against US will be reflected in 4th Qtr 24 for offseting final one off costs.

2024-08-22 11:30

Up_down

In average, 40% (Intercompany purchases/Revenue) of the materials is purchased from overseas (monther company) in Holand.

2024-08-22 11:39

CharlieM

Next year they going to build Dedicated Centralised Distribution Center. This company going to be big in 2026.

2024-08-22 14:57

Eagle_T

Good, RM45.2 million operating profit mean 70.6sen earning/share.

2024-08-22 16:03

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

>>>
CharlieM

“On a like-for-like basis, operating profit excluding accelerated depreciation and one-off costs stands at RM45.2 million, reflecting a substantial 19.7% increase compared to the same quarter in 2023.”

17 hours ago
>>>


This statement in the latest quarterly report shows its business operation is improving.

Read Common Stocks and Uncommon Profits by Philip Fisher. In the book, he described why he loved a company that had to spend a lot of money to build up its manufacturing facilities and in the interim reported challenging earnings. Going forward, there will still be more expenses to put the whole factory in efficient operation. After that, DLady will be firing on all 4 cyclinders (hopefully ;-) )

2024-08-22 16:22

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Many institutions sold DLady when it cut its dividends. These institutions were probably mandated to look at income in their portfolio.

The reason for the cut in dividends was obvious. DLady redirected this to fund its new factory in Negri Sembilan. Remarkably, it continues to pay dividends (though diminished) and has not borrowed heavily to fund the factory.

Once the factory is up and running, we can expect the dividends to increase again. But I should not be sharing this too openly as I wish for the stock price to be down since I like to buy grocery cheap. :-)

2024-08-22 16:27

calvintaneng

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

2024-08-23 10:43

Up_down

Net profit margin would be gradually recovered to the industry norm 10% from 6% existing level. It won't drag for long time since LHDN is keeping an eye on the transfer pricing policies. Haha

2024-08-23 13:57

CharlieM

Number one rule, invest in good companies. Diesel cost affected the whole industry with physical products. So it’s a level playing field.

Increased in cost is mostly transferred to consumers. For consumer staples like milk, changes in demand would be minimum.

USD to MYR is down almost 10% from 4.77 to 4.37. That will translated into cost saving in the future. Dlady hedges forex 6 monthly.

2024-08-23 15:23

calvintaneng

Until Govt Removed Subsidy for Diesel

Now Diesel up 52%

Every thing goes up by 5% to 30% due to Very High Cost of Lorry Transport

Cascading down to High Cost of All Things from food to clothing to transport

Ony Guy said

Before Price Rise High Toyota Hilux Full Tank was Rm180
Now is Rm250

So all consumers will eat cheaper buy cheaper clothes or buy less

So?

Sell & switch now

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

2024-08-29 19:55

calvintaneng

DO NOT KEEP A STOCK WITH IMMINENT PROFIT MARGIN CONTRACTION

NESTLE: WHY IT IS NOW TOO PRICEY AND MIGHT SEE PRICE FALL DOWN FURTHER, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153175304-NESTLE_WHY_IT_IS_NOW_TOO_PRICEY_AND_MIGHT_SEE_PRICE_FALL_DOWN_FURTHER_C

2024-08-29 20:48

calvintaneng

Dow Jones crashed by 600 points

world market in turmoil

anything can happen

with boycott of KFC, McDonald and Starbuck coffee later might come to Dutch lady

Since Dutch is a foreign name they might tell or people to avoid

and to buy Susu lembu asli

why?


what happened to KFC and Starbuck can happen to "Dutch"

2024-09-04 08:37

EngineeringProfit

Say it if you just want to collect cheap sub 30, Calvin

BIMB is all in here. And with halal cert- why worry?

2024-09-04 08:50

calvintaneng

hahaha
KFC also more than halal yet gg

2024-09-04 15:54

ttt

calvin's rhetoric is getting boring

2024-09-05 10:20

CharlieM

USD is at RM4.27 now and trending down.. net profit % back to double digit?

2024-09-17 15:35

CharlieM

USD$1 is at RM4.18, trending down as more US Fed rate cuts plan ahead..

2024-09-20 14:36

Income

https://youtube.com/shorts/SUfZ9T2ubyM?si=mrL3_AKzl3v5WYp7

2 months ago

Up_down

Don't tell the LHDN that net margin is unable to return back to at least 9% while sales increasing and RM stengthen to 4.16. LHDM won't suspect of unfair transfer pricing in intercompanies purchases and it is bad to branding.

2 months ago

ttt

will they be able to pay RM0.5 per share this upcomign quarter ?

2 months ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Looking forward, the company aims for greater profitability through its new facility and expanded production capacity, potentially enhancing shareholder dividends in the years ahead​

1 month ago

ttt

what is happening ?

1 month ago

calvintaneng

This will happen

Dlady is suffering from the "Law of Diminishing Return"

Do more can earn even lesser

INVESTING IN AN INFLATIONARY ENVIROMENT: What Are The Stocks To Avoid & The Assets to Buy, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-20-story-h474669926-INVESTING_IN_AN_INFLATIONARY_ENVIROMENT_What_Are_The_Stocks_To_Avoid_The

1 month ago

calvintaneng

Don't be stubborn and get stuck here for another 5 to 10 years

Switch to Palm Oil now

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-27-story-h475502308-JAYA_TIASA_4383_WAS_71_5_SEN_REPOSTING_THIS_PALM_OIL_JEWEL_LATEST_UPDATE

3 weeks ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

I will not share too much on this company for now, but that I remain positive on Dutch Lady.

3 weeks ago

Up_down

Forex against USD back to square after Trump in power.

2 weeks ago

calvintaneng

Genting M and dutch lady kicked out of Bursa index.

2 weeks ago

ttt

what does calvin keeps spreading fake news.. Dutch lady isnt even on the index to begin with

2 weeks ago

BenjaminSS14

calvintaneng....say no to drugs

5 days ago

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