DKSH HOLDINGS(M)BHD

KLSE (MYR): DKSH (5908)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

5.13

Today's Change

-0.04 (0.77%)

Day's Change

5.12 - 5.15

Trading Volume

13,300

Financial
Market Cap

Market Cap

809 Million

NOSH

158 Million

Latest Quarter

Latest Quarter

31-Mar-2024 [#1]

Announcement Date

16-May-2024

Next Quarter

30-Jun-2024

Est. Ann. Date

25-Aug-2024

Est. Ann. Due Date

29-Aug-2024

QoQ | YoY

25.09% | 9.22%

T4Q Result

Revenue | NP to SH

7,628,989.000 | 113,928.000

RPS | P/RPS

4,838.95 Cent | 0.11

EPS | P/E | EY

72.26 Cent | 7.10 | 14.09%

DPS | DY | Payout %

0.16 Cent | 0.03% | 0.22%

NAPS | P/NAPS

5.91 | 0.87

QoQ | YoY

3.09% | -1.08%

NP Margin | ROE

1.49% | 12.22%

F.Y. | Ann. Date

31-Mar-2024 | 16-May-2024

Latest Audited Result

Latest Audited Result

31-Dec-2023

Announcement Date

18-Apr-2024

Next Audited Result

31-Dec-2024

Est. Ann. Date

18-Apr-2025

Est. Ann. Due Date

29-Jun-2025

Annual (Unaudited)

Revenue | NP to SH

7,524,314.000 | 110,515.000

RPS | P/RPS

4,772.55 Cent | 0.11

EPS | P/E | EY

70.10 Cent | 7.32 | 13.66%

DPS | DY | Payout %

0.32 Cent | 0.06% | 0.46%

NAPS | P/NAPS

5.66 | 0.91

YoY

3.78%

NP Margin | ROE

1.47% | 12.39%

F.Y. | Ann. Date

31-Dec-2023 | 27-Feb-2024

Annualized Result

Revenue | NP to SH

8,272,208.000 | 161,788.000

RPS | P/RPS

5,246.93 Cent | 0.10

EPS | P/E | EY

102.60 Cent | 5.00 | 20.00%

DPS | DY | Payout %

-

NAPS | P/NAPS

-

QoQ | YoY

46.39% | 9.22%

NP Margin | ROE

1.96% | 17.36%

F.Y. | Ann. Date

31-Mar-2024 | 16-May-2024

Business Process

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 2 / 4 50.00% 2 / 8 25.00%
Total Positive Profit Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Profit Growth 2 / 4 50.00% 2 / 8 25.00%
Continuous Quarters Of Adjusted EPS Growth 2 / 4 50.00% 2 / 8 25.00%
Total Dividend Years 1 / 4 25.00% 3 / 8 38.00%
Continuous Quarters Of Dividend 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 0 / 4 0.00% 0 / 8 0.00%
Average ROE 3.21% 3.36%
Average Net Profit Margin 1.48% 1.52%

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 10 Years
Continuous Quarters Of Revenue Growth 3 / 5 60.00% 3 / 10 30.00%
Total Positive Profit Years 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Positive Profit 5 / 5 100.00% 10 / 10 100.00%
Continuous Quarters Of Profit Growth 4 / 5 80.00% 4 / 10 40.00%
Continuous Quarters Of Adjusted EPS Growth 4 / 5 80.00% 4 / 10 40.00%
Total Dividend Years 3 / 5 60.00% 8 / 10 80.00%
Continuous Quarters Of Dividend 2 / 5 40.00% 2 / 10 20.00%
Continuous Quarters Of Dividend Growth 1 / 5 20.00% 1 / 10 10.00%
Continuous Quarters Of Adjusted Dps Growth 2 / 5 40.00% 2 / 10 20.00%
Average ROE 10.17% 9.71%
Average Net Profit Margin 1.13% 1.01%
Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 7,628,989 8,272,208 7,524,314 6,194,108 6,847,235
NP to SH 113,928 161,788 110,515 63,888 79,012
Dividend 252 0 504 11,286 3,339
Adjusted EPS 72.26 102.60 70.10 40.52 50.11
Adjusted DPS 0.16 0.00 0.32 7.16 2.12

NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share

All figures in '000 unless specified.

EPS & DPS's figures in Cent.

Growth

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue 7.12% 5.33% 5.33% 8.43% 10.74%
NP to Owner 25.09% 9.22% 9.22% 42.01% 41.24%
Dividend 0.00% 0.00% 0.00% 0.00% 0.00%
Adjusted EPS 25.06% 9.20% 9.20% 41.99% 41.22%
Adjusted DPS 0.00% 0.00% 0.00% 0.00% 0.00%

LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year

T4Q vs LFY T4Q vs AL5FY T4Q vs AL10FY AQR vs LFY AQR vs AL5FY AQR vs AL10FY LFY YoY LFY vs AL5FY LFY vs AL10FY
Revenue 1.39% 11.42% 23.17% 9.94% 20.81% 33.55% 5.05% 9.89% 21.48%
NP to Owner 3.09% 44.19% 78.32% 46.39% 104.76% 153.23% 3.78% 39.87% 72.98%
Dividend -50.00% -92.45% -97.77% 0.00% 0.00% 0.00% 18.52% -84.89% -95.53%
Adjusted EPS 3.08% 44.19% 78.32% 46.36% 104.73% 153.20% 3.79% 39.88% 72.99%
Adjusted DPS -50.00% -92.45% -97.77% 0.00% 0.00% 0.00% 18.52% -84.89% -95.53%

T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year

Discussions
7 people like this. Showing 50 of 2,126 comments

Humble_Investor

Media release

DKSH Holdings (M) Berhad Wins Highest Growth in Profit After Tax Over Three Years Award at The Edge Malaysia Centurion Club Awards 2023 https://okt.to/MqCD3P

2023-09-22 17:11

Diamond7

Now 4.55
Good buy?????
Can arhhhhh?

2023-12-12 20:31

All_in_2021

i think is a good price. Festive seasons coming, historically Q4/Q1 is their strong qtr

2023-12-13 17:45

Humble_Investor

DKSH and S&P Industries Sdn. Bhd. Forge Strategic Partnership to Grow and Expand Coconut Products in West Malaysia https://okt.to/RniyaK

2023-12-13 22:59

kokchengkai

dksh cash left 35 million but borrowing increase alot ...

2023-12-19 14:35

speakup

net debt 675mil !

2023-12-19 21:33

1688Ongmali

Huge amounts of inventories and trade receivables can easily convert to cash and bank balances......especially for the company like DKSH........

2024-02-22 21:53

1688Ongmali

More than 100 years established company shall have excellent control on their credit risks........

2024-02-22 21:56

1688Ongmali

Be fair to management and Board, they are very good and excellent in managing this company, which already shown in their ROE, PE, DY etc.

2024-02-22 21:59

ghochu

Is this acquisition under parent listed malaysian company?

2024-02-27 07:24

1688Ongmali

Fantastic QR

2024-02-27 18:36

All_in_2021

Yes, great performance. However do note that consumer segment is reducing and healthcare is the performing one. Abit disappointed without dividend this Quarter.

2024-02-27 19:16

1688Ongmali

Not too worry, normally for this counter, divided will be announced in March (before AGM)

2024-02-27 23:32

5354_

How much is dividend? 16 sen like last year?

2024-03-11 09:38

All_in_2021

Last year still got special dividend. Without special dividend this year, hopefully the normal dividend will be more than 16 sen

2024-03-12 14:28

Diamond7

Harison proposed 50 cents dividend

Harison up up..
DKSH oso up up

2024-04-09 18:58

All_in_2021

anyone going to the AGM

2 months ago

firehawk

Dividend 17sen?

2 months ago

All_in_2021

Yes 17 cents

2 months ago

SincereStock

cut queue bought a few at RM5.22 open price today morning

1 month ago

katara

good QR

1 month ago

All_in_2021

anyone attended the AGM? any important points to take note of?

1 month ago

donald770

With such good qr results ,the price is not completely reflected.

1 month ago

Humble_Investor

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

1 month ago

Humble_Investor

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........

1 month ago

firehawk

Price laggards

1 month ago

SincereStock

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

1 month ago

SincereStock

matter of time before bigger funds come here

1 month ago

Humble_Investor

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

1 month ago

SincereStock

@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

1 month ago

SincereStock

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.

1 month ago

KingKKK

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

1 month ago

SincereStock

top up a few more at 5.20

1 month ago

SincereStock

top up a few more dksh at 5.22

1 month ago

SincereStock

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

1 month ago

Humble_Investor

@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.........

1 month ago

SincereStock

@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

1 month ago

SincereStock

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

1 month ago

SincereStock

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

1 month ago

SincereStock

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

1 month ago

SincereStock

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

1 month ago

SincereStock

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

1 month ago

All_in_2021

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

1 month ago

SincereStock

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

2 weeks ago

All_in_2021

all in?

2 weeks ago

SincereStock

wait for the reinvestment of dividend fund on 18 july 2024

2 days ago

Post a Comment