|
| |
Overview
Financial Highlight
HeadlinesBusiness Background Dutch Lady Milk Industries is a Malaysia-based company that produces and distributes dairy products. The company’s products include infant formula milk, growing-up milk, ultra-high-temperature processing milk, pasteurised milk, sterilised milk, family powdered milk, low-fat and zero-fat drinking yoghurt, and fruit juice drink. The products are packaged and marketed in various formats under the brand Dutch Lady. The company primarily operates domestically, but it distributes some of its products to surrounding countries in Asia and Oceania. Dutch Lady Milk Industries is owned by Royal FrieslandCampina.
  dompeilee Wah...below Mar 2020 low already ah? This susu really x boleh minum lol 21/05/2021 3:34 PM dompeilee A public bk employee i know also teruk...bought few hundred of this in the sixties in 2018 for the dividend...that was the year I SOLD & they started cutting the dividend shortly after... 21/05/2021 3:38 PM dompeilee Another old baldie who always bug me in AGMs last time boasting about his 20k DLady now significantly poorer. And I'm willing to bet huge that he never sold a single lot until now lol 21/05/2021 3:40 PM samchan MBSB BANK: Seal chilled water supply agreement. Malaysia Building Society (MBSB) has entered into a chilled water supply agreement with PJ Sentral DCS SB for the supply of chilled water to an office building located at Petaling Jaya for a period of 20 years from Dec 1, 2020, at an estimated total consideration of up to RM73.41m. (Bernama) 09/06/2021 9:45 AM Kalvin9663 skim milk cost start drop much, future profit margin will high.. as i know lot of fund manager slow slow collect now https://www.globaldairytrade.info/en/product-results/skim-milk-powder/ 11/07/2021 4:53 PM  Keyman188 Further improvement... Revenue = QoQ = +9.82% ; YoY = 3.84% Net profit = QoQ = +61.67% ; YoY = 28.51% BRAVO...Keep buying for retirement savings..... wkwkwk...kekeke...hehehe... 26/08/2021 5:49 PM  i3lurker https://www.thedailymeal.com/why-you-should-stop-drinking-milk-right-now/013014#:~:text=Though%20that%20is%20an%20astounding%20percentage%2C%20it%20only,factor%29%2C%20which%20has%20been%20linked%20to%20many%20cancers. 26/08/2021 5:58 PM Keyman188 ROE = 14% per quarter ROA = 5% per quarter Quality of earnings = 2.97 times Gearing = Net cash position Dividend yield = 2.44% (based on 2020 payout) (as per 32.76) = 3.05% (based on 2019 payout) = 6.10% (based on 2018 payout) 26/08/2021 6:08 PM Keyman188 Foreign buying extends to third week, surges to RM964.3m (theedgemarkets.com / August 30, 2021 09:42 am +08) KUALA LUMPUR (Aug 30): Foreign buying of Malaysian equities extended for the third week and surged to RM964.33 million last week, from a paltry RM6.71 million the prior week. In its weekly fund flow report today, the MIDF Research team said as the market reopened last Monday, foreign investors were net buyers amounting to RM6.7 million. Meanwhile, it said local institutions bought RM19.16 million net of local equities, with retailers as net sellers to the tune of RM25.86 million. The research house said foreign investors were net buyers every day of the week. It said the largest foreign inflow was recorded last Thursday to the tune of RM310.79 million, while the inflow of RM6.7 million last Monday was the smallest. “As for retailers, they were net sellers every day of the week except on Monday. “The largest net selling by retailers was recorded last Tuesday and the smallest net selling was on Friday to the tune of RM48.43 million and RM16.88 million respectively. “Cumulatively, for the week, retailers net sold RM113.96 million worth of equities on Bursa Malaysia,” it said. MIDF said that meanwhile, local institutions recorded cumulative weekly net selling to the tune of RM850.37 million. It said local institutions were net sellers every day of the week, with the largest net selling on Thursday to the tune of RM290.41 million. Since the beginning of 2021, cumulatively, retailers were the only net buyers of the local equity market to the tune of RM9.46 billion. Local institutions and foreign investors were net sellers to the tune of RM4.46 billion and RM5 billion respectively. “In terms of participation, retail investors, local institutions and foreign investors recorded weekly movements of -3.82%, 9.89% and 16.82% respectively in average daily trade value (ADTV),” it said. ## https://www.theedgemarkets.com/article/foreign-buying-extends-third-week-surges-rm9643m 30/08/2021 9:56 AM Keyman188 OMG...What is happening today !!!... Why so fierce shooting up today !!!... wkwkwk...kekeke...hehehe... 30/08/2021 2:42 PM  Thirai Thiraviam Why is the price sliding down continuously? Is it the turnover, or something else entirely? The analyst reports are glowing, with TP north of RM40! 01/10/2021 5:18 PM dompeilee dompeilee But in the new economic environment, the true fair value is 32 or less... 19/09/2019 9:07 AM Prescient call from 2 years ago =) 02/10/2021 8:42 AM Keyman188 NVM...others selling...Keyman188 still buying... Sell lahhh if NO confidence....sell lahh if NO comfortable holding... Keyman188 prefer put at the fridge... wkwkwk...kekeke...hehehe... 02/10/2021 10:18 AM  James_Bond Most undervalued consumer stock! Catch DLADY before it rockets up very soon! 10/10/2021 8:11 AM James_Bond FrieslandCampina, one of the world largest dairy companies, is the largest shareholder in DLady (>50% shareholding), has been transferring cutting edge and robust milk production technology to DLady Malaysia, and therefore, not only transforming DLady milk the most nutritious and the safest to drink, but also the most cost effective in the ever competitive market. Milk quality and safety of FrieslandCampina (DLady) are recognised worldwide by obtaining GMP and HACCP certificates. Interestingly, Friso Gold/ MaxGro products are one of the best seller milk powders for the newborn, toddler, and children. DLady also producing Frisomum for the consumption of pregnant and lactating mums. There are also a variety of DLady fresh milk and yogurts for teenagers and adults to enjoy consuming. Hence, DLady products cater for all, from newborn to adulthood. Not to forget, DLady able to maintain great track record of more than 70% dividend payout for the past 5 years. Comparing with Farmfresh, local dairy company, selling expensive, beyond affordable, milk to locals with disputable quality, questionable R&D, poorer cash reserve comparatively, no dividend payout track record (claiming 25% dividend payout in the future). We hv doubt in such small company can strive out in fighting the market share among DLady, Nestle and F&N. DLady, the Leading Dairy Company, is the BEST! Choice is yours! Good Luck! 10/10/2021 10:24 PM dompeilee I prefer the taste of Goodday...their gobbling of DLady's mkt share is EVIDENT in the bottom & toplines PLUS the collapse in DLady's price below Mar 2020 lows 11/10/2021 8:15 PM Uniglobe Farmfresh IPO going to be superbly oversubscribe and going to have plenty of cash to grow and expand. The real facts, Farmfresh milk are much fresher, lesser preservative and better than Dlady milk. Many established cafes such as Starbucks is using better and fresher milk of Farmfresh instead of Dlady milk. More and more cafes are switching from dlady milk to farmfresh milk. Farmfresh has better farm and better breed of cows compared to dlady. The mentality of foreigners is better than locals were over. Dlady must step aside for Farmfresh. soon, dlady will goes under 30.00 especially after the listing of FarmFresh. 14/10/2021 5:12 PM MorningGlory123 Skyrocket coming soon since foreign funds are coming back to Malaysia equities. Foreign funds' darling stocks top pick as Nestle, F&N, Carlsberg, Heineken, Dutch Lady , Panasonic, Ajinomoto. 14/10/2021 8:20 PM MorningGlory123 https://www.theedgemarkets.com/article/nearterm-outlook-remains-positive-due-stronger-pickup-market-interest-says-interpacific https://www.thestar.com.my/business/business-news/2021/09/30/strong-support-from-foreign-investors-seen https://www.theedgemarkets.com/article/frankly-speaking-foreign-funds-are-back 14/10/2021 8:20 PM topgfan Anyone looked at Farm Fresh IPO yet? I found a new video talking about it https://youtu.be/y9WoFzwzAt0 19/10/2021 9:44 PM Thirai Thiraviam Dutch Lady's last Qtr results are certainly encouraging. However, I think it is still too early to say if the company has turned the bend. While the Q-on-Q results are good, the operating margins are still low compared to 2016. This is the most critical factor, to me. Does anyone here know what the company is doing to improve its margins? 09/12/2021 10:21 AM dam82 https://www.bloomberg.com/news/articles/2022-01-24/bain-capital-carlyle-said-to-vie-for-dutch-infant-formula-friso It looks like they selling their IFT business what is the impact for DLADY in malaysia ? Lower profit soon ? 25/01/2022 10:16 PM dam82 'Bain Capital and Carlyle are interested in taking over Friso from FrieslandCampina' 24-01 14:51 | source: FoodPro Network AMERSFOORT - The Canadian Bain Capital and the American Carlyle Group are interested in acquiring the Friso dairy brand from FrieslandCampina. In addition, Baring Private Equity Asia is seen as a potential buyer. There would also be interest from the Chinese dairy company Shijiazhuang Junlebao Dairy, according to Bloomberg . Estimates of the value of the activities through the Friso brand range from 1 to 2 billion dollars. FrieslandCampina is said to be preparing a possible sale together with investment bank JPMorgan. The first round of bidding should take place in the coming weeks. It is not certain whether all interested parties will actually make an offer, according to the sources. In addition, new interested parties can also register. 25/01/2022 10:21 PM JimmySooong Slowly losing market share trend to FFB, they have any plan to counter this? 04/03/2022 10:14 AM dam82 Divident is reduced due to capex expansion .... selling their infant nutrition ... no new product introduced ..new factory no news .. as usual due to covid will be delayed ... not much positive news ... better buy other FMCG stock..dying business 04/03/2022 10:10 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ The Company recorded 3.3% higher revenue resulting from continued strong commercial execution, which increased the penetration of our milk consumption in Malaysia. Like-for-like Operating Profit (excluding land & buildings sales and accelerated depreciation of assets) increased 53% in the quarter, where strong demand for Dutch Lady products, lower brand investments were partially offset by significantly rising prices of global dairy raw materials. Qtr4 2021 19/05/2022 10:17 AM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ Dutch Lady is determined to invest in Malaysia. (clap) 25/05/2022 4:57 PM  calvintaneng https://klse1.i3investor.com/blogs/www.eaglevisioninvest.com/2022-08-20-story-h1628036691-REPOSTED_IDEAS_FROM_TSH_RESOURCES_9059_FORUM_Avoid_Spam_Scam_posts_By_C.jsp?_gl=1*1wcypor*_ga*MTczNTMzMTE0MS4xNjU4NDc0MzQ5*_ga_MNBHX2J50S*MTY2MDk3OTMyOS41Ny4xLjE2NjA5ODgxNTYuMC4wLjA. Posted by calvintaneng > Aug 19, 2022 4:38 PM | Report Abuse X Now every co will do this 1. Increase dividend like tsh 2. Reduce dividend like Dlady 3. Ask for money like Yinson 4. Go bankrupt like london biscuit 20/08/2022 5:51 PM  | |
