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1,217 comment(s). Last comment by Petronas at May 18, 2021 7:19 PM
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Keyman188
4889 posts

Posted by Keyman188 > Mar 7, 2021 6:17 PM | Report Abuse

Global dairy demand expected to remain strong in 2021 – Dutch Lady

(Bernama / March 07, 2021 15:25 pm +08)

KUALA LUMPUR (March 7): The global dairy demand is expected to remain strong in 2021, as countries cautiously get on top of Covid-19 with the rollout of vaccines worldwide and a gradual rebound in global economy.

Dutch Lady Milk Industries Bhd managing director Tarang Gupta said the market remains volatile and is subject to various domestic and global uncertainties, economic slowdown and foreign exchange rate fluctuations that can affect the industry.

“We are also very aware of the impact of the continuing Covid-19 lockdown on the economy,” he told Bernama.

In the long term, Gupta said the group remains optimistic on the outlook of the industry and will continue adopting new strategies to ensure continuity and sustainability of the business to win in the market.

“In addition, we will continue to invest in our brands and focus on driving penetration of milk via innovations to capture multiple occasions.

“Affordability of milk will remain high on the agenda of Dutch Lady. So, our products are always on the shelves to ensure Malaysians continue to be nourished,” he said, adding that Dutch Lady remains steadfast to nourish the nation while supporting the government’s national health and food security agenda.

Dutch Lady recently launched DUTCH LADY MaxGro, a first milk-based Formula Dietary Food, a specially formulated product with selected high-in nutrients to help provide 80% of children with recommended nutrient intake to support their physical growth and ensure optimal development.

Gupta said milk formula is a competitive category in the country and the company is always working to improve its market share.

He said Dutch Lady certainly hopes that the new product helps increase its sales and improve market share.

“But unfortunately, we are not allowed to speculate, given our status as a listed company in Malaysia,” he said.

As the leading dairy company in Malaysia, Dutch Lady is dedicated to continue fuelling the nation with better nutrition which milk can offer, and advocate the importance of milk as part of a healthy and balanced diet.

He said thus, to keep up with the needs of everyday Malaysians, the group is constantly listening to consumers to understand their needs and continuously innovate its products to help Malaysians be more aware of the need for proper nutrition to ensure they have a healthier future, especially at a young age.

“We are excited to grow with Malaysians and come up with products specific to their needs in the future,” he added.


## https://www.theedgemarkets.com/article/global-dairy-demand-expected-remain-strong-2021-%E2%80%93-dutch-lady


yingzhe17
776 posts

Posted by yingzhe17 > Mar 11, 2021 8:26 AM | Report Abuse

Weak Ceo.


hazli
72 posts

Posted by hazli > Mar 12, 2021 11:09 PM | Report Abuse

KUALA LUMPUR (March 10): UEM Land Bhd, a wholly-owned subsidiary of UEM Sunrise Bhd, has entered into a conditional sale and purchase agreement (SPA) to buy a 9.93-acre leasehold piece of factory land and the buildings thereon from Dutch Lady Milk Industries Bhd at Section 13, Petaling Jaya for RM200 million, with plans to build a RM1.3 billion mixed-use development there.
In a statement, UEM Sunrise said the group plans to launch the project – which will be situated along Jalan Khoo Kay Kim – in the next two to three years.
UEM Sunrise chief executive officer Sufian Abdullah said the latest land acquisition bodes well with its ongoing efforts to rebalance the group portfolio and increase its foothold in the Klang Valley.
What attracted us most about this land is its location within the Draft Special Area Plan Section 13 Petaling Jaya, identified by Majlis Bandaraya Petaling Jaya to redevelop the area into a commercial hub as part of its urban renewal efforts.
With the land strategically located in Petaling Jaya, its proximity to the central business districts and the education hub, we want to accommodate first-time homebuyers, young or small families and customers looking for investment opportunities in targeting short- or long-term tenancies by young professionals and students in the various universities and colleges nearby," Sufian said.
Section 13 of Petaling Jaya is located just minutes from the Damansara-Puchong Expressway, Sprint Expressway-Kerinchi Link, Federal Highway and North Pantai Expressway, all of which will take the residents right into the heart of Kuala Lumpur city centre.
Situated within the 10km radius are world-class healthcare providers such as Columbia Asia Hospital and University Malaya Medical Centre; higher education institutions including Brickfields Asia College, Mahsa University, Universiti Malaya and KDU University College.
The land is also easily accessible via public transportation with the Taman Jaya LRT Station located 2.7km away and an LRT feeder bus that passes by the development every 30 minutes.
With the latest additions, UEM Sunrise's total land bank stands at 11,092.8 acres, amounting to RM107.9 billion in GDV.
Meanwhile, Dutch Lady said in a filing with Bursa Malaysia that the disposal of the land is expected to result in a net gain of about RM178.6 million, translating into an increase in earnings per share by approximately 279 sen, based on the weighted average number of ordinary shares in issue as at Dec 31, 2020.
It also said the board will review and determine the use of the gross cash proceeds of RM200 million by the end of 2021, which may include financing the construction of its new manufacturing and warehousing facilities in Bandar Enstek, Negeri Sembilan, which is scheduled to start this year and be completed in three years.
Until completion of the new facilities, Dutch Lady will continue its manufacturing activities at the Petaling Jaya property as a tenant after the conclusion of the disposal, which is expected to be at the end of this year.


Keyman188
4889 posts

Posted by Keyman188 > Mar 13, 2021 9:39 AM | Report Abuse

YaaHoo...

Finally start to rebound...

Keyman188 average cost about 34.50++ holding until now...

Consumer sector slowly slowly catching up liao...

Just putting at the fridge & collecting passive income every year...

Any possibility heading to RM 80 in future !!!..........


Keyman188
4889 posts

Posted by Keyman188 > Mar 13, 2021 11:12 AM | Report Abuse

Really concrete & wise guidance from professional...


陈剑老师投资教育 : 冷眼解析录:《30年股票投资心得》

https://www.youtube.com/watch?v=G5FYRDIyUDg

https://www.youtube.com/watch?v=6SRQ1EsT_zo

https://www.youtube.com/watch?v=CUXVvadTQOc

https://www.youtube.com/watch?v=caVxpmFpvgs

https://www.youtube.com/watch?v=xsZFjZNXWeI


Keyman188
4889 posts

Posted by Keyman188 > Mar 19, 2021 10:51 AM | Report Abuse

Latest Announcement - EPF keep on accumulating since Mar'21


Tuesday, 16 Mar 2021

5:20PM DLADY EMPLOYEES PROVIDENT FUND BOARD (15,900 units Acquired)

Friday, 12 Mar 2021

5:28PM DLADY EMPLOYEES PROVIDENT FUND BOARD (43,200 units Acquired)

Thursday, 11 Mar 2021

5:10PM DLADY EMPLOYEES PROVIDENT FUND BOARD (3,700 units Acquired)

Wednesday, 10 Mar 2021

5:22PM DLADY EMPLOYEES PROVIDENT FUND BOARD (26,800 units Acquired)

Tuesday, 9 Mar 2021

5:13PM DLADY EMPLOYEES PROVIDENT FUND BOARD (4,300 units Acquired)

Wednesday, 3 Mar 2021

5:39PM DLADY EMPLOYEES PROVIDENT FUND BOARD (6,000 units Acquired)

Monday, 1 Mar 2021

5:34PM DLADY EMPLOYEES PROVIDENT FUND BOARD (1,600 units Acquired)




Daily transaction to trace daily participant rate by EPF


18/03/2021 35.700 35.800 35.600 35.600 14,500 518,736.00
17/03/2021 36.000 36.100 35.700 35.780 3,900 139,834.00
16/03/2021 35.960 35.980 35.940 35.940 2,200 79,098.00
15/03/2021 36.480 36.480 35.600 35.980 7,900 285,004.00

12/03/2021 34.960 36.980 34.900 36.500 18,700 664,714.00
11/03/2021 35.000 35.000 34.820 34.840 55,200 1.924m
10/03/2021 34.760 34.820 34.760 34.820 5,800 201,806.00
09/03/2021 34.980 35.000 34.760 34.760 49,500 1.721m
08/03/2021 34.760 34.880 34.760 34.780 10,000 348,126.00

05/03/2021 34.800 34.900 34.760 34.800 39,500 1.374m
04/03/2021 34.700 34.800 34.700 34.800 5,500 191,380.00
03/03/2021 34.600 34.980 34.560 34.980 5,700 197,388.00
02/03/2021 34.900 34.900 34.700 34.780 7,300 254,128.00
01/03/2021 34.980 34.980 34.900 34.900 4,000 139,714.00


Keyman188
4889 posts

Posted by Keyman188 > Mar 20, 2021 6:37 PM | Report Abuse

Keyman188 always learn from professional or experts...


应买价值股还是成长股?(冷眼)


https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp


https://www.enanyang.my/财经新闻/应买价值股还是成长股?(上)冷眼


Keyman188
4889 posts

Posted by Keyman188 > Apr 2, 2021 4:32 PM | Report Abuse

Dutch Lady partners with DVS to achieve sustainable dairy production

(April 02, 2021 15:59 pm +08)

PETALING JAYA (April 2): Dutch Lady Milk Industries Bhd has inked a memorandum of collaboration (MoC) with the Department of Veterinary Services Malaysia (DVS) to implement sustainable dairy farming practices.

Dutch Lady managing director Tarang Gupta said the strategic partnership involves the participation of local dairy farmers in its Dairy Development Programme (DDP) and Farmer2Farmer (F2F) Programme.

These initiatives involve Dutch dairy farmers transferring their skills and knowledge to local dairy farmers to improve the quality and quantity of local raw milk.

"Under the DDP in Malaysia, we have seen an improvement in the quality of milk produced by local dairy farmers by 400% since the last 10 years, with the production of fresh milk from 2010 to 2020 amounting to 36.5 million litres.

"In 2020, we produced 40% more fresh milk versus 2019, and with this strategic partnership, we hope to further increase the milk yield and also the quality of fresh milk," he said during a press conference after the MoC signing ceremony here today.

The exchange of MoC documents between Tarang and DVS director-general Datuk Dr Norlizan Mohd Noor was witnessed by Agriculture and Food Industries Minister Datuk Seri Dr Ronald Kiandee together with deputy head of mission of the Netherlands Embassy to Malaysia Eva Oskam.

According to Tarang, Dutch Lady will be bringing a total investment of RM400 million into Malaysia in the next few years, which includes the development of a new manufacturing facility in Bandar Enstek, Negeri Sembilan, bringing a great opportunity to local dairy entrepreneurs.

"Our new factory will significantly have more capacity to process local fresh milk with the addition of a new state-of-the-art dairy farming centre that will provide training facilities to local farmers, including best practices in the farming industry.

"We are still in the early stage of planning for the new facility, and we expect to hold a ground-breaking ceremony sometime in the middle of the year," he added.

Meanwhile, Kiandee said the significant collaboration is a milestone as Malaysia is aiming for a 100% self-sufficient level (SSL) in local fresh milk production by 2025.

"We are now at 62% of the SSL, and the ministry via DVS is going all out to expand and improve milk production in the country with regard to this collaboration," he said.


## https://www.theedgemarkets.com/article/dutch-lady-partners-dvs-achieve-sustainable-dairy-production


Keyman188
4889 posts

Posted by Keyman188 > Apr 7, 2021 9:27 AM | Report Abuse

Ten fast-moving consumer goods players team up to kick start Malaysian Recycling Alliance

(theedgemarkets.com / April 06, 2021 11:49 am +08)

KUALA LUMPUR (April 6): A group of fast-moving consumer goods (FMCG) companies in Malaysia has teamed up to establish the Malaysian Recycling Alliance (MAREA).

In a statement, MAREA said the alliance was formed to enable a voluntary, industry-led extended producer responsibility (EPR) group of like-minded companies to focus on boosting the value chain and significantly improve the collection and recycling of post-consumer packaging.

The first alliance of its kind in the country, MAREA comprises 10 initial members, namely Coca-Cola Malaysia, Colgate-Palmolive Malaysia, Dutch Lady Milk Industries, Etika Group of Companies, Fraser & Neave Malaysia, Mondelez International Malaysia, Nestlé Malaysia, Spritzer, Tetra Pak Malaysia and Unilever Malaysia.

The alliance said its goals will primarily revolve around enhancing collection, promoting the use of recycled and renewable materials as well as minimising post-consumer packaging leakage into the environment.

MAREA said it is committed to collaborating with the Malaysian government and other stakeholders interested in the matter to drive its goal of achieving circular economic solutions that are conducive to a cleaner and greener Malaysia.

MAREA chairman Juan Aranols, who is also Nestlé Malaysia chief executive officer, said the members of MAREA decided that they must proactively take action by creating the first EPR platform to radically improve how consumer packaging waste is managed in Malaysia.

“Through MAREA, we will rethink how we can make the packaging value chain more environmentally sustainable.

“However, change cannot be driven by one entity alone and requires proactive collaboration between FMCG companies, policy makers, consumers, recycling companies and other stakeholders who share an aspiration,” he said.

Meanwhile, MAREA general manager Pauline Goh said that with packaging waste escalating in recent times, environmental concerns are at an all-time high.

“Our aim is to promote sustainable end-of-life disposal of post-consumer plastic packaging waste through higher recyclability and recycled content. Changing consumer habits is also integral in our sustainability agenda and this can only come from sustained and effective programmes which we intend to roll out with partners and other stakeholders,” she said.

MAREA was incorporated on Jan 4 this year.


## https://www.theedgemarkets.com/article/ten-fastmoving-consumer-goods-players-team-kick-start-malaysian-recycling-alliance


i3lurker
6602 posts

Posted by i3lurker > Apr 25, 2021 10:59 PM | Report Abuse

I am shocked Dutch Lady is still around coz drastic reduction in demand for milk had already bankrupted many US milk companies


i3lurker
6602 posts

Posted by i3lurker > Apr 25, 2021 11:08 PM | Report Abuse

more advertisements must be made to force women to stop breast feeding their babies.

This is the ONLY way to encourage more deaths of children from covid-19 due to reduced immune system and helps prevent Global over-population.


Keyman188
4889 posts

Posted by Keyman188 > Apr 26, 2021 8:22 AM | Report Abuse

Keyman188 always like to drink milk...

1 day 2 cups considered reasonable....


Bgt 9963
2345 posts

Posted by Bgt 9963 > Apr 26, 2021 9:00 AM | Report Abuse

Good morning...!


Up_down
4080 posts

Posted by Up_down > May 3, 2021 12:50 PM | Report Abuse

Accumulate Dlady at the prices 10 years ago while skimmed milk powders has moved into high level.


focusinvesting
39 posts

Posted by focusinvesting > May 9, 2021 8:22 PM | Report Abuse

Why I think DLady is still overvalued.

https://myfocusinvesting.com/index.php/2021/05/09/dutch-lady-malaysia-why-i-think-its-overvalued/


Keyman188
4889 posts

Posted by Keyman188 > May 9, 2021 9:02 PM | Report Abuse

But you omitted to use other "Sigma" to evaluate upcoming "Real Intrinsic Value"...


Petronas
280 posts

Posted by Petronas > May 18, 2021 7:19 PM | Report Abuse

Happy

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