Highlights
KLSE: DLADY (3026)       DUTCH LADY MILK INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
58.80   -1.22 (2.03%)  58.80 - 60.00  7,400
Analyze this stock with MQ Trader system

Overview

Market Cap: 3,763 Million
NOSH: 64 Million
Avg Volume (4 weeks):31,605
4 Weeks Range:58.80 - 64.30
4 Weeks Price Volatility (%):
0.00%
52 Weeks Range:58.80 - 65.50
52 Weeks Price Volatility (%):
0.00%
Average Price Target: 61.93
Price Target Upside/Downside: +3.13

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2019 [#2]  |  27-Aug-2019
Next QR | Est. Ann. Date: 30-Sep-2019  |  27-Nov-2019
T4Q P/E | EY: 32.55  |  3.07%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 1.95  |  30.15
T4Q NP Margin | ROE: 11.15%  |  92.63%

Headlines

Date Subject
28-Aug-2019 Dutch Lady Milk Industries - 1H19 Missed Expectations
21-Jun-2019 Mplus Market Pulse - 21 Jun 2019
30-Apr-2019 Dutch Lady Milk Industries - Conservative Serving
26-Apr-2019 Dutch Lady Milk Industries - 1Q19 Results Miss
18-Mar-2019 Dutch Lady Milk Industries Berhad (KLSE) #FundamentalDaily014 - YAPSS
06-Mar-2019 PublicInvest Research Headlines - 6 Mar 2019
28-Feb-2019 Dutch Lady - A softer conclusion
28-Feb-2019 Dutch Lady Milk Industries - FY18 Within Expectations
28-Nov-2018 Dutch Lady - Milk it for all its worth
28-Nov-2018 Dutch Lady Milk Industries - 9M18 Dragged by Lower Sales
03-Oct-2018 Consumer - Waiting for an Impact

Business 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.
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  8 people like this.
 
moven00 Mana Gua punya dividend?!
08/03/2019 5:28 PM
enigmatic [Breaker of Speculative Investing] Don't let this distract you from the fact that DLADY was RM9 ten years ago today
10/03/2019 12:13 AM
YAPSS Day 14 of Fundamental Daily, YAPSS will be covering Dutch Lady Milk Industries Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #FundamentalDaily014

Click the on the link below to find out more:  
https://www.youtube.com/watch?v=fHEJxWbMOVI
17/03/2019 4:43 PM
laubehuit could profits be plowed back for expansion...still all silent on the dividend front
27/03/2019 11:47 AM
DickyMe Delisting soon
12/04/2019 3:18 PM
enigmatic [Breaker of Speculative Investing] Delisting? By whom? Any credible source? No?
19/04/2019 12:22 PM
experttanengyee Tan eng Yee really conman no1

Every mamak or road stall use Maggi mee....EVERY.conman no 1.

Milo 90% market.who where what data/person tell.

when a con job fail,tan eng Yee look ridiculous stupid on public eyes.

a lonely old man like this.spend time with human not online 24/7
25/04/2019 7:36 PM
ongkkh Calvin, moat...no mode
25/04/2019 9:04 PM
calvintaneng Dutch lady cannot be compared to Nestle as Nestle got 2 moats which are hard to assail

1. Milo.
Milo has captured 90% of the market for beverages

2. Maggie mee
Every mamak or road side stall use Maggie mee for frying
Also many with little time take Maggie mee for a quick bite
And bad times also force many to survive on basic Maggie mee

BUT Dutch lady has no such mode. In fact when times are very bad the very poor cannot afford to buy milk

So now that Dutch lady is facing declining profit the last support of dividend is artificial

After dividend ex already Dutch lady share price might crash

Better sell off all Dutch lady shares first thing tomorrow

Final decision is yours
25/04/2019 9:47 PM
brendonyeap Any of you will attend the AGM tomorrow?
25/04/2019 11:14 PM
laubehuit die lor...dividend down by more than 50%. outlook really bad!
26/04/2019 11:43 AM
dompeilee Sold my shares at above the current price almost exactly 5 yrs after buying them in Nov 2013, because I felt the lousy economy was going to drag milk demand down & the very strong competition from the likes of Goodday etc.

I missed out on a 90c dividend, but the reduction from 110c which I had received throughout my holding period vindicated my prediction & reason for offloading.

Now the 50c dividend confirms my suspicion !
26/04/2019 10:00 PM
dompeilee Still, I managed to proxy an old lady with 11k shares & got the very nice goodies for the fifth year in a row =)
26/04/2019 10:01 PM
镠公公 Dogpeilee
Stock: [EKOVEST]: EKOVEST BHD

Apr 17, 2019 4:05 PM | Report Abuse

No mercy dumping...all who bought from 62-65c 3 days ago all dun wanna pick up...all gambling only lol...casino wins!



Wakakaka
28/04/2019 11:16 AM
镠公公 Dogpeilee sifu

Stock: [EKOVEST]: EKOVEST BHD

Apr 17, 2019 3:38 PM | Report Abuse

I sold most of my Ekovest for 63.32c avg last week...within 5 days only, down -14%. Amitabha...
28/04/2019 11:17 AM
enigmatic [Breaker of Speculative Investing] interesting to see how markets reacts to the reduce in dividends. would people throw and cause the share price to plummet to RM50+ levels? or would people hold on and still believe in its value?
28/04/2019 2:34 PM
calvintaneng STUPID FOOL DUMBPUILEH BUYING HOLLAND GRANDMA AND GOT HIS MONEY STUCK

SO MANY GOOD POTENTIAL 2ND & 3 RD LINERS HE MISSED

REAL DUMB AND STUPID LIKE SENILE OLD HOLLAND GRANDMA
08/05/2019 9:31 AM
enigmatic [Breaker of Speculative Investing] better to be stuck in a profit making company than a loss making one.
12/05/2019 2:28 AM
James Ng https://klse.i3investor.com/blogs/general/207339.jsp
[转贴] [DUTCH LADY MILK INDUSTRIES BHD:从长远来看,由于品牌的实力以及对牛奶及其补充乳制品的良好性和营养价值的需求和认识的增加,前景仍然乐观] - James的股票投资James Share Investing
21/05/2019 12:19 PM
topglove123 u all must run faster..this counter keep dropping
16/06/2019 7:49 PM
Rapedik1715 Dutch lady have issue that is the operational cost.. I am still holding since last year Feb … from insider news this is the issue with Dutch lady.

• Lack investment on Sales and Marketing instead investing in non-core activity like IT and HR. Heard they spend a bomb on their shared service and IT which did not bring any return . All this money should spend on Sales and Marketing .
• Free lunch schema to its employee …I heard like hotel buffet
• Too many expat and employee with high salary to do basic work in non-core work .

One good thing I heard their new director trying hard to change but I guess so long the above is not rectified Dutch lady price will not move …. Marigold and Nestle is the current choice for me despite I own Dutch lady ….
23/06/2019 2:53 PM
thanaraj Beware Nestle Malaysia share price over the last 8 months more flattish around RM 140/ to RM 150/. I don't think Nestle management will give bonus 0r rights issue in the near future to bring down the share price. So I shall stop buying more Nestle Malaysia shares and I will concentrate to increase my shares in Dutch Lady because I believe its price will can go up to cross the TP to RM 72.00 soon. Yr comments welcome. Investor in high price Malaysian stocks.
03/07/2019 4:20 PM
thanaraj Another share to buy is Paramount Corporation. With its coming bonus and steady dividend payment coupled with very highly able CEO, I have good faith in this share. Don't forget to attend its AGM on 10th July 2019 and we can get an updated info about this company. Investor.
03/07/2019 4:28 PM
masterus Psiptek 7145
NTA : 0.57
Current prices : 0.145 - 0.17
01/08/2019 11:13 AM
888newbie Sell at closing when the operator rams it up and buy the morning after. Sure win.
06/08/2019 12:37 PM
calvintaneng Sell at closing is correct

But Don't waste any more time with Holland grandma

Better switch to Uzma which might give you better returns
19/08/2019 10:20 PM
calvintaneng Where is the stupid 3iii?

Utusan going bankrupt soon but 3iii didn't go there and warn people

Stupid 3iii

Bodoh 3iii
20/08/2019 12:08 PM
4444 63.9 cheap? Why nobody shout low here?
27/08/2019 5:39 PM
poorkid 20 pls.
28/08/2019 10:17 AM
calvintaneng Dlady is in a deteriorating state due to these reasons

1. Many older people have switched to anlene milk for calcium content which helps strengthen bone.

2. Fierce competition from nestle, f&n and Malaysia milk

3. Malaysia milk is selling at rm2. 20 to undercut dutchlady milk at rm2. 40 for a small pack

AND Malaysia milk offers 20% extra content

4. Young adults are switching to healthier soya milk

5. Mamak store now use oil palm as substitute for milk in teh tarik

So from all angles dlady wil be hit hard

It cannot compete on price also
28/08/2019 11:28 AM
sense maker Dlady is affected by bubble milk brown sugar drinks! Normalised annual profits may sink to rm1 to rm1.20 a share.
28/08/2019 10:28 PM
calvintaneng Sense maker always make good sense in your comments
Your call on hupseng at 90 sen was Chun Chun. Today hupseng closed at 90 sen

Calvin totally agree with you that Ql is grossly overvalued

And this dutchlady?

I visited 7 Eleven and checked with the milk products on offer

A pack of small milk sold at 7 Eleven is priced

1. Nestle just milk Rm1.50(offer promo)

2. Good day by msia milk Rm2.20

3. Dutch lady milk -- Rm2.40

I took a picture of the 3

Nestle one and good day are both taller than the one by Dutch lady

To confirm their popularity I spoke to 7 Eleven sales staff

She said she prefers Nestle just milk and good day milk

Not forgetting that there are

Highlow milk by marigold (gold standard)

Anlene made famous by Datuk Michelle yeoh

NZ fern leal milk my choice

Ensure milk from Spore (another of my favourite)

Yee Lee milk tea

Magnolia fresh milk by F&N (nice one)

Invasion of bubble tea from Taiwan

Condensed milk as cheap substitute for milk in hard times
These used in the tarik are all oil palm based

As there is no moat in dutchlady it is now facing it's most terminal danger like Kodak and Polaroid which went obsolescence

Better sell all Dutch lady as fast as you can and get out
28/08/2019 11:44 PM
calvintaneng Where is the busybody 3iii

Profit of Dlady has crashed

Sense maker is correct.

When Dlady annual profits sink to Rm1 to Rm2

What will be the true value of Dlady

If p/e it should be only Rm10 to Rm20

Better dispose now or More than Rm40 will be shaved off from Dlady later

3iii name will then be called botak 3iii

Huhuhu!
29/08/2019 2:26 PM
ahbah Like U, 3iii is a value expert, not a busybody lah.
29/08/2019 2:29 PM
calvintaneng Ahbah from investlah the basic lemak eater?

He not value investor anymore

He now an old dinosaur

Dutchbaby ok
and dutchlady better
But Holland grandma? Better wake up

They are not the same

3iii still living in the past

Times have changed for Dlady

It is now fundamentally unsound to pay above Rm60 for Grandma shares which cannot perform like before
29/08/2019 2:45 PM
calvintaneng Posted by calvintaneng > Sep 5, 2019 12:12 AM | Report Abuse X

Posted by (HK1997 again) Philip > Sep 5, 2019 12:06 AM | Report Abuse

Pchem collapsing? Don't make me laugh. 50 billion dollar company with 4.3 billion in revenue and 1.1 billion in profit AFTER TAX and a horde of cash behind it.

I am just enjoying collecting my 11 +18 cents dividend since February when I started buying at 8.15 collecting my 11 +18 cents dividend

SO?

COST OF PURCHASE Rm8.15

Less 29 sen dividend = Rm7.86

Price now Rm6.83

SO REAL LOST OF Rm1.03 PER SHARE

IS THIS PHILIP IN HIS RIGHT MIND?

YOU BETTER DON'T LEAD SORCHAI TO HOLLAND HOR!
05/09/2019 12:14 AM
05/09/2019 7:59 AM
(HK1997 again) Philip Posted by (HK1997 again) Philip > Sep 4, 2019 9:15 PM | Report Abuse X

https://klse.i3investor.com/servlets/pfs/123029.jsp

Your track record.

Calvin tan eng Yee angry I am posting and meeting track of his portfolio.

Calvin you are free to take a look at my portfolio at any time.
05/09/2019 9:43 AM
MACC_jangan_tidur Lousy QR 62? Got bribery? Why not RM 6?
10/09/2019 3:55 PM
calvintaneng Hahaha!

The only gruesome one is 3iii dinosaur

Dutch Lady @ Holland grandma going to crash below Rm60 only a matter of time!
10/09/2019 5:33 PM
3iii Recent Prices
Date Open Range Close Change Volume

10/09/2019 62.70 62.10 - 62.70 62.40 -0.30 (0.48%) 31,700
06/09/2019 62.70 62.70 - 62.70 62.70 -0.40 (0.63%) 200
05/09/2019 63.10 63.10 - 63.10 63.10 0.00 (0.00%) 100
04/09/2019 62.90 62.90 - 63.10 63.10 0.00 (0.00%) 212,800
03/09/2019 63.00 63.00 - 63.10 63.10 -0.20 (0.32%) 14,600
30/08/2019 63.30 63.30 - 63.30 63.30 +0.34 (0.54%) 9,800
29/08/2019 63.00 62.90 - 63.00 62.96 -0.14 (0.22%) 98,200
28/08/2019 63.60 63.00 - 63.60 63.10 -0.80 (1.25%) 89,700
27/08/2019 63.90 0.00 - 0.00 63.90 0.00 (0.00%) 0
26/08/2019 63.90 63.90 - 63.90 63.90 -0.40 (0.62%) 1,100
23/08/2019 64.30 0.00 - 0.00 64.30 0.00 (0.00%) 0
22/08/2019 64.30 64.30 - 64.30 64.30 +0.02 (0.03%) 100
21/08/2019 64.28 0.00 - 0.00 64.28 0.00 (0.00%) 0
20/08/2019 64.28 0.00 - 0.00 64.28 0.00 (0.00%) 0
19/08/2019 64.28 64.28 - 64.28 64.28 +0.18 (0.28%) 100
16/08/2019 64.00 64.00 - 64.10 64.10 +0.10 (0.16%) 106,200
15/08/2019 63.96 63.96 - 64.00 64.00 0.00 (0.00%) 10,300
14/08/2019 63.60 63.60 - 64.00 64.00 -0.10 (0.16%) 28,100
11/09/2019 11:43 AM
calvintaneng EPF selling Dlady and buying Uzma

Better follow EPF sell Dutch lady

Better follow EPF buy Uzma
11/09/2019 3:00 PM
enigmatic [Breaker of Speculative Investing] Dlady may have been losing out to other milk competitors recently
12/09/2019 1:03 AM
dompeilee Waiting for you to fall since I sold @ 64.32 last year...finally, my prediction that Gooday was the BIGGEST threat & would harm DLady came true!
12/09/2019 2:46 PM
calvintaneng Humpty Dumpty sat on the wall

Humpty Dumpty had a great fall

All the king's horses

And all the king's men

Cannot keep Dutchlady above Rm60 again!!
13/09/2019 11:33 AM
deMusangking Humpty Dumpty sat on the wall

Humpty Dumpty had a great fall

All the king's horses

And all the king's men
Including Calvintard
Fall into the ravine!!!!

haha
13/09/2019 11:37 AM
calvintaneng Dutchlady = Humpty Dumpty

Sell all now and run fast fast!!!
13/09/2019 12:00 PM
3iii Dlady

Recent Prices
Date *** Close *** Change *** Volume
12/9/2019 *** 60.6 *** -1.40 (2.26%) *** 57,600
11/9/2019 *** 62 *** -0.40 (0.64%) *** 1,700
10/9/2019 *** 62.4 *** -0.30 (0.48%) *** 31,700
6/9/2019 *** 62.7 *** -0.40 (0.63%) *** 200
5/9/2019 *** 63.1 *** 0.00 (0.00%) *** 100
4/9/2019 *** 63.1 *** 0.00 (0.00%) *** 212,800
3/9/2019 *** 63.1 *** -0.20 (0.32%) *** 14,600
30/8/2019 *** 63.3 *** +0.34 (0.54%) *** 9,800
29/8/2019 *** 62.96 *** -0.14 (0.22%) *** 98,200
28/8/2019 *** 63.1 *** -0.80 (1.25%) *** 89,700
27/8/2019 *** 63.9 *** 0.00 (0.00%) *** 0
26/8/2019 *** 63.9 *** -0.40 (0.62%) *** 1,100
23/8/2019 *** 64.3 *** 0.00 (0.00%) *** 0
22/8/2019 *** 64.3 *** +0.02 (0.03%) *** 100
21/8/2019 *** 64.28 *** 0.00 (0.00%) *** 0
20/8/2019 *** 64.28 *** 0.00 (0.00%) *** 0
19/8/2019 *** 64.28 *** +0.18 (0.28%) *** 100
16/8/2019 *** 64.1 *** +0.10 (0.16%) *** 106,200
13/09/2019 12:18 PM
stockraider Looking at dlady this type of volume. want to run also cannot loh..!!

Die standing loh...!!

Posted by calvintaneng > Sep 13, 2019 12:00 PM | Report Abuse

Dutchlady = Humpty Dumpty

Sell all now and run fast fast!!!
13/09/2019 12:21 PM
3iii Finally, DLady is below 60.00. It traded 59.62.

raider and calvin so very chun chun.

:-)
17/09/2019 10:50 AM
calvintaneng DUTCHLADY THE HUMPTY DUMPTY FALLEN BELOW RM60 TODAY

https://www.youtube.com/watch?v=0oKreL1jvkg
17/09/2019 7:00 PM


 

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