DUTCH LADY MILK INDUSTRIES BHD

KLSE (MYR): DLADY (3026)

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Last Price

31.56

Today's Change

-2.06 (6.13%)

Day's Change

31.52 - 33.54

Trading Volume

104,300

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 1,442,823 1,442,823 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 96,493 96,490 96,493 54,559 284,525 97,511 137,600 171,292 157,519 197,982 188,737 148,423 -4.66%
Tax -24,099 -24,098 -24,099 -8,288 -36,525 -24,148 -34,642 -41,843 -39,802 -48,908 -47,757 -38,582 -5.09%
NP 72,394 72,392 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 72,394 72,392 72,394 46,271 248,000 73,363 102,958 129,449 117,717 149,074 140,980 109,841 -4.52%
-
Tax Rate 24.97% 24.97% 24.97% 15.19% 12.84% 24.76% 25.18% 24.43% 25.27% 24.70% 25.30% 25.99% -
Total Cost 1,370,429 1,370,431 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 437,119 437,119 437,119 396,799 382,720 166,399 144,639 105,599 104,319 165,759 157,440 156,800 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 437,119 437,119 437,119 396,799 382,720 166,399 144,639 105,599 104,319 165,759 157,440 156,800 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 5.02% 5.02% 5.02% 3.45% 21.87% 6.67% 9.65% 12.35% 11.06% 14.23% 14.07% 10.98% -
ROE 16.56% 16.56% 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 2,254.41 2,254.41 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 113.10 113.11 113.10 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 6.83 6.83 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 2,254.41 2,254.41 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 113.10 113.11 113.10 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 6.83 6.83 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 29/12/23 29/12/23 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 23.16 23.16 23.16 30.24 33.52 37.50 49.10 62.00 62.00 55.56 47.76 42.40 -
P/RPS 1.03 1.03 1.03 1.44 1.89 2.18 2.95 3.78 3.73 3.39 3.05 2.71 -10.18%
P/EPS 20.47 20.48 20.47 41.83 8.65 32.71 30.52 30.65 33.71 23.85 21.68 24.70 -2.06%
EY 4.88 4.88 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 3.39 3.39 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 20/02/24 20/02/24 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 23.70 23.70 23.70 30.10 32.22 34.98 44.50 63.42 69.90 54.58 52.00 46.06 -
P/RPS 1.05 1.05 1.05 1.44 1.82 2.03 2.67 3.87 4.20 3.33 3.32 2.95 -10.83%
P/EPS 20.95 20.95 20.95 41.63 8.31 30.52 27.66 31.36 38.00 23.43 23.61 26.84 -2.71%
EY 4.77 4.77 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 3.47 3.47 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 1,520 comments

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

32.700

Volume 53,000
VWAP 32.284
Change -0.800 (-2.4%)

Value RM 1,711,074

1 week ago

pang72

Learn from 3iii better than gamblers dompeilee..
3iii is cool calm in invested good stock..
Gambler dompeilee a little bit correction then sell like checken without head

1 week ago

MULTIEVER

when news came out abt DLady, goreng2 kaki surely will come to this counter main2. they just bring disruption and kacau2 saja.

just sit tide and buckle up, we will squeeze them out

-0.80sen is kacang puith, the show just began

1 week ago

pang72

This goreng kaki dompeilee does not even know dlady new plant is operating soon..

He is purely goreng share price

1 week ago

pang72

Not he... Old lady dompeilee

1 week ago

pang72

Whoever grab 31.50 and 32.70 up $1.20 while I gaduh with old Japanese dompeilee...

Enjoy your profit with Dutch Lady but not japanese old faking lady:)

1 week ago

pang72

Your golden opportunity to grab cheap stock maybe one day only

1 week ago

CharlieM

Price prediction RM130, if new factory operates at full capacity (2x old factory) and raw materials prices maintain at current. Might take few years though.

1 week ago

pang72

If you as clever like me grab $31.50, now 33.02- you earns $1.52 and got jokers Japanese movie by dompeilee more excitement than namewee..

Double joyfully TODAY:)

1 week ago

pang72

Yes! $60 minimum back to normalise day.
If to be accurately forecast the earning of doubling capacity will be $120.00

1 week ago

pang72

Hopefully everyone didn't cheat by this Japanese old lady dompeilee. Who use to faking data

1 week ago

Up_down

Guess EPF has liquidated all its position. No more disturbing.

1 week ago

pang72

Stock
[DLADY]: DUTCH LADY MILK INDUSTRIES BHD
Announcement Date
19-Mar-2024
Director's Particular:
Name
EMPLOYEES PROVIDENT FUND BOARD
Details of Changes:
Currency
-
Date of Change Type Number of Shares
14-Mar-2024 Disposed 570,800
Registered Name
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD
Nature of Interest
Direct Interest
Nature Interest
Direct Interest
Shares
Ordinary Shares
Reason
Disposal of Shares.
Total no of securities after change:
Direct (units)
2,968,100
Direct (%)
4.64
Indirect (units)
0
Indirect (%)
0.00
Total (units)
2,968,100
Total (%)
4.64
Date of Notice
15-Mar-2024

1 week ago

pang72

The last sold by epf 570,000 on 15March24..
Balance 2.9mils shares less than 5%
So, it is not required to file in bursa for any change in holding

1 week ago

pang72

The share price shoot up from $25.60 (18March24) to $32.64 (3March24) =$7 up..

1 week ago

pang72

So, without epf selling with new AI factory - back to $60 to reflect the truth earning

1 week ago

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

Will the EPS of DLady be higher in 5 years from today?

Is DLady over-priced today, for those with a 5 year investing time horizon?

1 week ago

CharlieM

Last QR operating profit excluding accelerated depreciation and one off was RM 59m. If they can maintain that every QR, Annual Operating Profit will be around RM200m. Current market cap is around RM2B, that brings P/E of 10 roughly.

1 week ago

pang72

Even my higher grab yesterday $33 is earning money today at $33.44 = 44c
Not counted my 31.50 to 33 lots bought in....

This Japanese old lady is truly shameless for criticism dlady which considered a good dividend stock + now with huge potential growth at least 100% gain

1 week ago

pang72

Without any sacrifices by epf for selling down from 60 to 25 and end at 15march24, do you able to get any cheap tickets..?
The answer is no.... Except dompeilee old lady selling 100 shares out for you... Which is chicken portion that no body interest

1 week ago

pang72

Once in a life time opportunities will end pretty soon above $60 once AI factory in operation launching by MiTI

1 week ago

pang72

Ttt,
I share for fun for my thinking.
DLADY, a 100 years old company seldom hv any news beside new AI factory..
So, there is nothing to share in fact..

1 week ago

pang72

So. I suggest you skip my comments

1 week ago

pang72

Or, you make a coffee to watch old lady dompeilee comments. It creates fun in the afternoon teabreak too

1 week ago

pang72


NESTLE
NESTLE (M) BHD
120.40 120.70 +0.70 BM

DLADY
DUTCH LADY MILK INDUSTRIES BHD
32.64 33.16 +0.52 BM

F&N
FRASER & NEAVE HOLDINGS BHD
30.46

1 week ago

pang72

Top 3 susu LEMBU are in POWER! AGAIN

1 week ago

MULTIEVER

Today, never ever feeling that blessed once before.

been buying and hold these F&B PLC since 2022

F&N APOLLO DLADY.

"Our favorite holding period is forever" - Warren Buffett
Such a miracle journey, may our investment long reign!

1 week ago

MULTIEVER

remember those sifu-sifu make SELL call on these stock back in 2022-2023.
wonder if they still doing good or not until now. i hope they doing well too. cheers

1 week ago

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

33.340

Volume 47,600
VWAP RM 33.217
Change 0.700 (+2.1%)

Value RM 1,581,144

1 week ago

pang72

MULTIEVER

Today, never ever feeling that blessed once before.

been buying and hold these F&B PLC since 2022

F&N APOLLO DLADY.

"Our favorite holding period is forever" - Warren Buffett
Such a miracle journey, may our investment long reign!

2 hours ago

I LOVE YOUR PORTFOLIO

1 week ago

pang72

MULTIEVER

remember those sifu-sifu make SELL call on these stock back in 2022-2023.
wonder if they still doing good or not until now. i hope they doing well too. cheers

2 hours ago

JAPANESE DOMPEILEE OLD LADY IS NOT SIFU..
SHE IS FAMOUS GAMBLERS ALL OVER THE WORLD...
I DOUBT SHE IS DOING GOOD IN GAMBLING FOR EARNING PEANUTS OF FEW HUNDRED RINGGIT THEN LOSE THE HUGE PROFIT OF FEW HUNDRED THOUSANDS

1 week ago

pang72

Learn from 3iii for holding DLADY from $24 to $60...
You will be the great sifu than any other called himself as Sifu

1 week ago

pang72

Let's dlady showing the $200 profits slowly in p&l

1 week ago

pang72

Up 2c.... Hihi

1 week ago

KingKKK

CONSUMER Sector (KingKKK) - Unveiling Potential Q2 Stars: APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-06-story-h-184609490-CONSUMER_Sector_KingKKK_Unveiling_Potential_Q2_Stars_APOLLO_DLADY_SPRIT

1 week ago

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

Dutch Lady - FY23 – End with a Strong Numbers

kltrader
Publish date: Wed, 21 Feb 2024, 05:07 PM
Maintain BUY (TP: RM27.00). Dutch Lady's (DLM) FY23 core net profit jumped by +26.4% YoY to RM131.5mn (excluding transition-related one-off costs of RM59.1mn), which is above our expectations, accounting for 132%. The deviation from our expectations was mainly due to lower-thanexpected operating costs, primarily driven by low raw material as well as distribution and marketing costs. DLM's 4QFY23 core net profit surged to RM54.7mn (+55.9% QoQ), driven by a softening in dairy raw materials prices, lower other operating costs, and a lower effective tax rate. We are positive on DLM's outlook, underpinned by robust demand for dairy products, stabilizing dairy raw material costs, and improving operational efficiency. We maintain our forecast at this juncture, with a BUY call and TP of RM27.00, based on DDM valuation (WACC: 7.5% and TG: 1.5%).
Key Highlights. DLM’s 4QFY23 revenue fell to RM364.5mn (-2.2% QoQ, 0.8% YoY) primarily due to an unfavourable product and channel mix. However, core net profit surge to RM54.7mn (+55.9% QoQ, +119.6% YoY), driven by softening in dairy raw materials prices, effective cost containment (especially promotional expenses) and a lower effective tax rate of 12.9% (-20.7 ppts QoQ). Consequently, the core net profit margin increased to 15% (+5.6ppts QoQ, +11.5 ppts YoY).
Earning Revision. Maintain forecast at this juncture.
Outlook. We are optimistic on DLM for its stable revenue growth driven by consistent demand, stabilizing dairy raw material costs, and improving operational efficiency. Dairy raw material prices have been trending downwards since reaching their peak in mid-2022 (dropping by c.30%-40% for skim and whole milk powder prices), and we project prices to remain at their current lower levels. Additionally, DLM demonstrates its capability to manage rising costs through price adjustments, thanks to its strong brand equity in the market.
Source: BIMB Securities Research - 21 Feb 2024

1 week ago

troy88

The comeback story continues for Dlady. Congrats to those who picked up when the stock was beaten up last year

1 week ago

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

After the sharp rise, profit taking activities appear.

1 week ago

pang72

Posted by dompeilee > 5 days ago | Report Abuse

Posted by dompeilee > 2023-01-17 14:51

After selling off my DLady @ $64.32 in Oct '18 ,seeing the evidence of increased milk competition in the supermarkets, I re-entered my long position $18.90 cheaper than my original cost in Nov '13 recently(below $30)

SOLD @ $33.52, after enduring a nearly 33% fall in the course of holding, preserving a 100% WIN record on Dutch Lady!!!🤗


AGREED! REVERSE INDICATOR STILL WORK NOW

1 week ago

pang72

This dompeilee old lady sold YTL at 95c..
Then, condemn malaysia tak boleh lah.... Corruption la.. Move to Japanese...
Later, buy back $2.50.......

Dlady sold at $33.52, now $34.46 immediately lose $1..
I will wait for this Japanese old lady buy back at $60

1 week ago

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

34.500

Volume 217,300
VWAP 34.459
Change 1.140 (+3.4%)

Trade Value 7,487,918

1 week ago

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

Price has risen a lot over last 2 weeks.

pang72 is bullish
calvintaneng is bearish

1 week ago

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

For every transaction, there is a seller and there is a buyer. The seller thinks the share price will go down in future, the buyer thinks the share price will go up in future.

The rational investor, analyses the business of the company and comes to an intrinsic value for this stock. Then he/she acts accordingly, and to him/her, rationally. :-)

1 week ago

pang72

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

Price has risen a lot over last 2 weeks.

pang72 is bullish
calvintaneng is bearish

11 minutes ago

JAPANESE OLD LADY DOMPEILEE IS BEARISH TOO

1 week ago

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


33.120
Volume 22,000
VWAP 33.436
Change -1.000 (-2.9%)
Trade Value MYR 735,596

4 days ago

pang72

Wait for japanese reverse indicator come before moving up

1 day ago

pang72

Japanese reverse indicator dompeilee doesn't comment even Drop till $33.10?
Oldlasy just doesn't wanna help because she worry will up $1 after comment :)

1 day ago

pang72

$60 still intact..
Susu LEMBU is easy source of protein for out young children

1 day ago

dompeilee

pang72's susu sudah BASI!WahaHAHAHAHA!!!🤣🤣🤣📉💸

14 hours ago

pang72

dompeilee

11,888 posts

Posted by dompeilee > 5 hours ago | Report Abuse

pang72's susu sudah BASI!WahaHAHAHAHA!!!🤣🤣🤣📉💸

REVERSE INDICATOR IS OUT HUR..
SO, JAPANESE HAMSAP ATOK TAK SUKA OLD LADY THEN YOU RUN OVER TO MALAYSIA

8 hours ago

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