Author Topic: Dutch Lady  (Read 24070 times)

bb

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Dutch Lady
« on: May 18, 2011, 06:04:48 PM »
Market Watch
Recent Financial Results

Announcement
Date   Financial
Yr. End   Qtr   Period End   Revenue
RM '000   Profit/Lost
RM'000   EPS   Amended
18-May-11      31-Dec-11      1   31-Mar-11      196,643      28,338      44.28       -
25-Feb-11      31-Dec-10      4   31-Dec-10      161,833      10,835      16.93       -
29-Nov-10      31-Dec-10      3   30-Sep-10      186,715      13,322      20.82       -
18-Aug-10      31-Dec-10      2   30-Jun-10      188,929      18,918      29.56       -
18-May-10      31-Dec-10      1   31-Mar-10      173,111      20,812      32.52       -

simplesoul

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Re: Dutch Lady
« Reply #1 on: May 18, 2011, 06:11:59 PM »
Market Watch
Recent Financial Results

Announcement
Date   Financial
Yr. End   Qtr   Period End   Revenue
RM '000   Profit/Lost
RM'000   EPS   Amended
18-May-11      31-Dec-11      1   31-Mar-11      196,643      28,338      44.28       -
25-Feb-11      31-Dec-10      4   31-Dec-10      161,833      10,835      16.93       -
29-Nov-10      31-Dec-10      3   30-Sep-10      186,715      13,322      20.82       -
18-Aug-10      31-Dec-10      2   30-Jun-10      188,929      18,918      29.56       -
18-May-10      31-Dec-10      1   31-Mar-10      173,111      20,812      32.52       -

  :)

bb

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Re: Dutch Lady
« Reply #2 on: May 19, 2011, 02:45:56 PM »
Market Watch
Recent Financial Results

Announcement
Date   Financial
Yr. End   Qtr   Period End   Revenue
RM '000   Profit/Lost
RM'000   EPS   Amended
18-May-11      31-Dec-11      1   31-Mar-11      196,643      28,338      44.28       -
25-Feb-11      31-Dec-10      4   31-Dec-10      161,833      10,835      16.93       -
29-Nov-10      31-Dec-10      3   30-Sep-10      186,715      13,322      20.82       -
18-Aug-10      31-Dec-10      2   30-Jun-10      188,929      18,918      29.56       -
18-May-10      31-Dec-10      1   31-Mar-10      173,111      20,812      32.52       -

Dutch Lady 1Q net profit up 36.2% to RM28.34m      
Written by Surin Murugiah of theedgemalaysia.com      
Wednesday, 18 May 2011 18:14

KUALA LUMPUR: DUTCH LADY MILK INDUSTRIES BHD [] net profit for the first quarter ended March 31, 2011 rose 36.2% to RM28.34 million from RM20.81 million a year earlier, due mainly to higher sales, favourable sales mix and cheaper carry-over stocks.

Revenue for the quarter rose to RM196.64 million from RM170.45 million in 2010. Earnings per share was 44.28 sen while net assets per share was RM3.53.

The company also declared a special gross interim dividend of 30 sen per share in respect of the financial year ending Dec 31, 2011 to be paid on July 1.

On its prospects, Dutch Lady said on Wednesday, May 18 that after a relatively stable year for imported dairy raw material prices in 2010, prices had risen sharply in the second quarter of 2011.

It said this was mainly a result of strong demand from emerging markets and climate changes that was affecting the milk powder exporting countries.

It said this would increase its input costs substantially and would impact its current year results.

“In view of this, the company is taking measures to mitigate these input cost pressures.

“However, these actions may not completely compensate for the full cost increases in the year,” it said.


----


Dutch Lady rises on special dividend      
Written by Surin Murugiah of theedgemalaysia.com      
Thursday, 19 May 2011 09:05

KUALA LUMPUR: Shares of DUTCH LADY MILK INDUSTRIES BHD [] rose on Thursday, May 19 after it declared a special gross interim dividend of 30 sen per share in respect of the financial year ending Dec 31, 2011 to be paid on July 1.

At 9.05am, Dutch Lady was up 24 sen to RM17.80 with 3,400 shares traded.

Dutch Lady’s net profit for the first quarter ended March 31, 2011 rose 36.2% to RM28.34 million from RM20.81 million a year earlier, due mainly to higher sales, favourable sales mix and cheaper carry-over stocks.

Revenue for the quarter rose to RM196.64 million from RM170.45 million in 2010. Earnings per share were 44.28 sen while net assets per share was RM3.53.

bb

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Re: Dutch Lady
« Reply #3 on: May 20, 2011, 10:04:55 AM »
Market Watch
Recent Financial Results

Announcement
Date   Financial
Yr. End   Qtr   Period End   Revenue
RM '000   Profit/Lost
RM'000   EPS   Amended
18-May-11      31-Dec-11      1   31-Mar-11      196,643      28,338      44.28       -
25-Feb-11      31-Dec-10      4   31-Dec-10      161,833      10,835      16.93       -
29-Nov-10      31-Dec-10      3   30-Sep-10      186,715      13,322      20.82       -
18-Aug-10      31-Dec-10      2   30-Jun-10      188,929      18,918      29.56       -
18-May-10      31-Dec-10      1   31-Mar-10      173,111      20,812      32.52       -

ttm-EPS = RM 1.159
Market Price = 18.36
ttm-PE = 15.84 x

Historical PE
5 Years    10.7 - 17.8 x
10 Years  12.3 - 20.1 x

bb

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Re: Dutch Lady
« Reply #4 on: May 20, 2011, 11:30:06 AM »



Share Price Performance
   
                           High                                Low
Prices 1 Month     17.900        (19-May-11)   16.340          (28-Apr-11)   
Prices 3 Months    17.900      (19-May-11)   15.280      (28-Feb-11)
Prices 12 Months    20.100      (01-Nov-10)   11.960      (01-Jun-10)

Price volatility of DLady
Recent High Price 20.100
Recent Low Price 15.280
Difference 4.820

The price of DLady dropped by - 24% from its recent highest price to its recent lowest price.
Should the price recovered from its recent lowest price back to its recent highest price, this is the equivalent of rise of + 31.5% from its low price.

Even in a not so volatile stock like DLady, the price fluctuation is a sufficient motivation for the long term investor to buy during periods of temporary price corrections for various reasons (fundamental or otherwise).

Price volatility is the friend of the long term value investor.



simplesoul

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Re: Dutch Lady
« Reply #5 on: May 23, 2011, 10:51:18 AM »
getting cheaper with higher earnings :P

simplesoul

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Re: Dutch Lady
« Reply #6 on: May 26, 2011, 06:18:13 AM »
The International Dairy Federation (IDF) is supporting research into camel, buffalo and other unusual dairy products as they slowly eat into the cow-held monopoly of the global market.

At an IDF-organised symposium on non-cow milks in Athens this month, over 200 oral and poster presentations looked into the production and nutritional profile of dairy products that have never seen a cow.

Milks made from sheep, goat, yak, camel and buffalo were all put under the microscope as the industry looked to explore the nutritional and economic potential of these products.

Non-cow milk growth

They have already grown in importance in the global dairy market. Back in 1961 non-cow milk represented 8.9 per cent of global milk production but now its share has risen to 16.7 per cent (FAOstat, 2010).

Not only is consumption on the increase but the way in which these milks are consumed is changing.

“Some areas are slowly switching from self-consumption to processing, contributing to their economic growth,” IDF president Richard Doyle told DairyReporter.com.

Potential benefits

IDF sees significant opportunities for the global dairy industry in the sector. The global trade association said non-cow milk can be a more sustainable option in certain areas and provide consumers with important nutrients.

simplesoul

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Re: Dutch Lady
« Reply #7 on: May 26, 2011, 06:23:49 AM »
UK milk supply could buck the long term trend and rise again in 2011

The reversal of the downward trend in UK milk production in 2010 could be more than a just blip, according to a DairyCo analyst.

Speaking at the Outlook 2011 conference in London this week, DairyCo market intelligence manager David Swales asked whether last year’s increase in the milk supply could be repeated in 2011.

Milk production in the UK had been falling for six years in a row until 2010 when improving market conditions prompted a 4 per cent increase.

Swales told DairyReporter.com that an increase could be seen again in 2010. He said: “Potentially milk production could stay at the same level or even increase.”

Dairy market recovery

The main reason for this positive outlook is the continued recovery in global dairy prices. Swales said: “Dairy markets are a key factor in my view as lots of markets are at pretty high levels. Butter prices have dipped slightly but are at record levels and the SMP (skimmed milk powder) price has continued to go up over the last year. Cheddar is relatively stable and cream prices are at a pretty high level.”

Dairy market price increases are filtering down to higher farm gate prices and, according to the market analyst, there is still room for the money farmers receive for their milk to go up.

The farm gate price is currently 26p a litre and the value of a litre of milk in SMP and butter, according to the DairyCo AMPE measure, is 32p a litre. According to Swales, the size of this gap means there is significant “upward pressure” on the farm gate price.

Higher milk prices give farmers a good incentive to increase milk supply. And Swales said the early signs are that grass quality is good this year providing further encouragement for farmers to increase production.

Higher costs for farmers

But an increase in production is not inevitable as famers are coming under pressure from increased costs. Swales said feed prices have almost doubled over the past year and fertilizer and fuel prices have also gone up.

This provides farmers with a disincentive to increase production but Swales said processors are offering higher prices to ensure farmers deliver the milk needed to meet increased global demand. Dairy Crest, for example, has just offered an additional 1p increase in its price for April to September specifically in response to “on-farm cost inflation”.

simplesoul

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Re: Dutch Lady
« Reply #8 on: May 26, 2011, 06:26:42 AM »
http://www.wds2011.com/

 ;)

Offline soulsimple

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Re: Dutch Lady
« Reply #9 on: June 30, 2011, 06:46:25 PM »
Termination of Distributorship Agreement between Yee Lee Trading Co. Sdn. Bhd. and Dutch Lady Milk Industries Berhad ("Termination")

With reference to the Distributorship Agreement ("Agreement") entered between Yee Lee Trading Co. Sdn. Bhd. (Company number : 7849-A) ("YLT"), a wholly-owned subsidiary company of Yee Lee Corporation Bhd. ("Yee Lee") and Dutch Lady Milk Industries Berhad, the Board of Directors ("Board") of Yee Lee wishes to announce that both parties have mutually agreed to terminate the Agreement with effect from today, 30 June 2011.
There are no words to describe the beauty of a simple ordinary life.
That's why we just don't hear much about them.

Offline soulsimple

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Decade of high global dairy growth
« Reply #10 on: July 14, 2011, 12:06:38 PM »
Tetra Pak predicts Asia will lead decade of high global dairy growth

China and India are expected to lead a 30 per cent increase in global liquid dairy consumption over the current decade, according to new research from Tetra Pak.

A growing population, rising prosperity and urbanisation are all expected to conspire to bring about a boom in global dairy sales.

While consumption is expected to fall in Western Europe, which has the highest per capita milk sales in the world today, in other regions a big increase in sales is expected.

Global demand for milk and other liquid dairy products like infant milk and drinking yoghurt stood at 270 billion litres in 2010. That figure is expected to increase to some 350 billion litres by 2020.

Packaged milk shift

Moreover, Tetra Pak expects a significant shift towards packaged milk over the coming years.

CEO Dennis Jönsson said in a conference call that 2014 is predicted to be the “tipping point” when packaged milk in developing countries outsells loose milk.

Just over half the milk drunk in developing countries was bought loose last year. But by 2014 the proportion sold in packages is expected to rise to 55 per cent and then climb to 70 per cent by 2020.

Vietnam example

Jönsson honed in on Vietnam as an example of a country that is driving global dairy growth.

With GDP per capita tripling over the past decade, the country has a burgeoning middle class interested in dairy products and their role in nutrition.

The result is a per capita growth in liquid dairy consumption of 22 per cent a year.

However, not all countries in the developing world are growing at quite that rate and in some mature markets growth is not happening at all.

North America and Western Europe are stagnant or declining but are still expected to consume more per capita than any other region in 2020. They therefore remain markets that are impossible to ignore.

Taking Spain as an example to follow, Jönsson said value-added products promoting convenience and health and wellness are likely to offer the best opportunities in these mature markets. Continued and deeper commitment on sustainability is also expected to be an important key to retaining consumer loyalty.
There are no words to describe the beauty of a simple ordinary life.
That's why we just don't hear much about them.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #11 on: August 18, 2011, 08:31:54 PM »

Market Watch
Recent Financial Results

Announcement
Date   Financial
Yr. End   Qtr   Period End   Revenue
RM '000   Profit/Lost
RM'000   EPS   Amended

18-Aug-11      31-Dec-11      2   30-Jun-11      200,892      27,775      43.40       -
18-May-11      31-Dec-11      1   31-Mar-11      196,643      28,338      44.28       -
25-Feb-11      31-Dec-10      4   31-Dec-10      161,833      10,835      16.93       -
29-Nov-10      31-Dec-10      3   30-Sep-10      186,715      13,322      20.82       -
18-Aug-10      31-Dec-10      2   30-Jun-10      188,929      18,918      29.56       -
18-May-10      31-Dec-10      1   31-Mar-10      173,111      20,812      32.52       -


ttm-EPS = 125.43 sen
Price = $18.24
PE = 14.5 x


It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline soulsimple

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Re: Dutch Lady
« Reply #12 on: August 26, 2011, 04:07:49 PM »
 ;) :thumbsup:
There are no words to describe the beauty of a simple ordinary life.
That's why we just don't hear much about them.

Offline soulsimple

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Re: Dutch Lady
« Reply #13 on: August 30, 2011, 04:15:32 PM »
hav been spending this holidays with people from Lactalis group. Wow, from what i hear the milk market will b kinda exciting this coming year!!!!
hav fun get ready for the ride!!!!

amazing this company Lactalis, if u know what i mean!!!!
 ;)
There are no words to describe the beauty of a simple ordinary life.
That's why we just don't hear much about them.

Online jollybee

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Re: Dutch Lady
« Reply #14 on: August 30, 2011, 04:50:22 PM »
Dlady only for Grandma FD investor.  :thumbsup:
- CP fund price - OCT 2014
CP Master fund    134.46
CP Income fund    fixed 8% 1yr or 30% 3 yrs
CP Global Alpha fund 110.99
CP Multi Strategy fund  88.98

Offline soulsimple

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Re: Dutch Lady
« Reply #15 on: August 30, 2011, 10:41:58 PM »
Dlady only for Grandma FD investor.  :thumbsup:

then should buy some Lactalis for some oomph!!!! this one gonna fly for sure, they did some shoppin recently n for a good price!!!!

somemore the guy veli young ow!!!! only 40now n hav lots of big plans n energy(though he kinda shy guy). fun times r comin....enjoy the ride n b jolly!!!!

 ;)
There are no words to describe the beauty of a simple ordinary life.
That's why we just don't hear much about them.

Online jollybee

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Re: Dutch Lady
« Reply #16 on: August 30, 2011, 10:59:16 PM »
I donno what Lactalis is.  Is it the Lactobasillus bacteria?
- CP fund price - OCT 2014
CP Master fund    134.46
CP Income fund    fixed 8% 1yr or 30% 3 yrs
CP Global Alpha fund 110.99
CP Multi Strategy fund  88.98

Offline soulsimple

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Re: Dutch Lady
« Reply #17 on: August 30, 2011, 11:05:47 PM »
I donno what Lactalis is.  Is it the Lactobasillus bacteria?

Lactalis is n will b the biggest dairy group in the world......someday, if it is not alreadi the biggest!!!!

 ;)
ps. as usual i could b totally wrong
There are no words to describe the beauty of a simple ordinary life.
That's why we just don't hear much about them.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #18 on: August 30, 2011, 11:15:58 PM »
Dlady only for Grandma FD investor.  :thumbsup:

This is one of the best company to invest into in the KLSE.  I should know, having held its stocks for many many years.   :)
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline tycoon88

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Re: Dutch Lady
« Reply #19 on: August 31, 2011, 12:04:22 AM »
Dutch Lady same league as Panamy, UtdPlt, KLK and Batu Kawan, juz 2 name a few.

during crises 2008, if u had whacked these counter kaw x2, u'll b a multi-millionnaire by now!

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #20 on: August 31, 2011, 12:06:07 AM »
Dutch Lady same league as Panamy, UtdPlt, KLK and Batu Kawan, juz 2 name a few.

during crises 2008, if u had whacked these counter kaw x2, u'll b a multi-millionnaire by now!

Dutch Lady is a 17 bagger stock in my portfolio.   :)
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #21 on: August 31, 2011, 12:15:52 AM »
Dutch Lady is a 17 bagger stock in my portfolio.   :)



Never sell a winner!
... and you end up a long term investor.  :)
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline Ļaughing Ģor

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Re: Dutch Lady
« Reply #22 on: August 31, 2011, 02:59:30 AM »
dutch lady is not nestle lah.

nestle is international brand, dutch lady is kampung champion.
Can someone to give me a Loan and then leave me Alone?

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #23 on: August 31, 2011, 07:40:52 AM »
dutch lady is not nestle lah.

nestle is international brand, dutch lady is kampung champion.

Earnings growth of DLady has been faster than Nestle. 
Over the same period of many years, Nestle is a 3 bagger, while DLady is a 17 bagger.
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline tycoon88

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Re: Dutch Lady
« Reply #24 on: August 31, 2011, 08:40:58 AM »
Oso...if one had held on to digi since Vincent tan days, ur confirmed a very rich man today. Dlady's ROI although good can't beat digi. From rm5 to rm30 today! Simply mind blowing!!!


Offline iiinvestsmart

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Re: Dutch Lady
« Reply #25 on: August 31, 2011, 08:47:37 AM »
Oso...if one had held on to digi since Vincent tan days, ur confirmed a very rich man today. Dlady's ROI although good can't beat digi. From rm5 to rm30 today! Simply mind blowing!!!



DLady was first listed @ $4.00 per share.  After bonus of 3 for 1, each share is now worth $18.00.  Therefore the initial 1 share @ $4.00 is now worth 4x $18 = $72.  This is 18x the initial cost price, translating into a 17 bagger. :)

Digi by your calculation is presently a 6 bagger.  Hope you are riding on it.  But given the nature of telecommunication business, over the very very long term, I think it is a safer and more certain bet with DLady.  ;)
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline bengram

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Re: Dutch Lady
« Reply #26 on: August 31, 2011, 11:02:44 AM »
DLady was first listed @ $4.00 per share.  After bonus of 3 for 1, each share is now worth $18.00.  Therefore the initial 1 share @ $4.00 is now worth 4x $18 = $72.  This is 18x the initial cost price, translating into a 17 bagger. :)

Digi by your calculation is presently a 6 bagger.  Hope you are riding on it.  But given the nature of telecommunication business, over the very very long term, I think it is a safer and more certain bet with DLady.  ;)

If a person has some cash and is looking for investments that will turn out to be another 17 bagger over the next decade, is this the stock for the person? And is this the right time to go in?

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #27 on: August 31, 2011, 11:04:05 AM »
If a person has some cash and is looking for investments that will turn out to be another 17 bagger over the next decade, is this the stock for the person? And is this the right time to go in?

I am still putting fresh money into this stock.  :)
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline sangkancil

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Re: Dutch Lady
« Reply #28 on: August 31, 2011, 11:13:38 AM »
DLady was first listed @ $4.00 per share.  After bonus of 3 for 1, each share is now worth $18.00.  Therefore the initial 1 share @ $4.00 is now worth 4x $18 = $72.  This is 18x the initial cost price, translating into a 17 bagger. :)

Digi by your calculation is presently a 6 bagger.  Hope you are riding on it.  But given the nature of telecommunication business, over the very very long term, I think it is a safer and more certain bet with DLady.  ;)

so u expect it to grow another 17x??
i guess it will be very difficult

if really happen

than the growth will be 17x17 = than even u only earn initial 1000 unit already can make u a millionaire...

Offline bengram

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Re: Dutch Lady
« Reply #29 on: August 31, 2011, 11:16:54 AM »
I am still putting fresh money into this stock.  :)

Ok thanks.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #30 on: August 31, 2011, 11:18:47 AM »


Company
Particulars
Date announced/Ex-Date/To those registered by/To be paid on
Total for
yr so far

Total for
prev yr


DLADY

Final 10¢ + 5¢ TE
 25-Feb-11     01-Jun-11     03-Jun-11     01-Jul-11    
95¢
91.25¢

Interim 10¢+Sp Interim 40¢
 29-Nov-10     13-Dec-10     15-Dec-10     28-Dec-10    
80¢
91.25¢

Final 10¢+5¢TE
 26-Apr-10     01-Jun-10     03-Jun-10     01-Jul-10    
91.25¢
16.25¢

Int 6.25¢+Sp Int 70¢
 24-Nov-09     11-Dec-09     15-Dec-09     28-Dec-09    
76.25¢
16.25¢

Final 6.25¢+3.75¢TE
 28-Apr-09     01-Jun-09     03-Jun-09     01-Jul-09    
16.25¢
86.25¢

Interim gross 6.25¢
 18-Nov-08     01-Dec-08     03-Dec-08     23-Dec-08    
6.25¢
86.25¢

Final 6.25¢ + 3.75¢ TE
 27-Feb-08     30-May-08     03-Jun-08     01-Jul-08    
56.25¢
86.25¢

Interim 6.25¢ + Sp Interim 40¢
 20-Nov-07     13-Dec-07     17-Dec-07     28-Dec-07    
46.25¢
86.25¢

Final 6.25¢ + 3.75¢ TE
 15-Feb-07     25-May-07     29-May-07     22-Jun-07    
86.25¢
86.25¢

Interim 6.25¢ + Special 40¢
 28-Nov-06     13-Dec-06     15-Dec-06     28-Dec-06    
76.25¢
86.25¢

Special Interim 30¢
 28-Apr-06     26-May-06     30-May-06     21-May-06    
30¢
86.25¢

Final 6.25¢ + 3.75¢ TE
 15-Feb-06     26-May-06     30-May-06     21-Jun-06    
86.25¢
76.25¢

Interim 6.25¢ + Special 40¢
 25-Nov-05     12-Dec-05     14-Dec-05     29-Dec-05    
76.25¢
76.25¢

Final 6.25¢ + 3.75¢TE
 28-Feb-05     30-Mar-05     01-Jun-05     29-Jun-05    
76.25¢
16.25¢

Interim 6.25¢
 30-Nov-04     15-Dec-04     17-Dec-04     30-Dec-04    
66.25¢
16.25¢

Final 6.25% + 3.75% TE
 26-Mar-04     23-Apr-04     27-Apr-04     19-May-04    
16.25%
10%
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #31 on: August 31, 2011, 11:22:46 AM »
so u expect it to grow another 17x??
i guess it will be very difficult

if really happen

than the growth will be 17x17 = than even u only earn initial 1000 unit already can make u a millionaire...




Well, we shall monitor its earnings growth rate.  As long as it is still in its explosive growth phase, keep this winner.  When its growth slows in the future, then you will need to make another evaluation and decision.  This company is still good for the medium term, if not longer.   :)
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #32 on: August 31, 2011, 11:24:07 AM »
so u expect it to grow another 17x??
i guess it will be very difficult

if really happen

than the growth will be 17x17 = than even u only earn initial 1000 unit already can make u a millionaire...

Already a multi-millionaire.  Just passionate over my investing which I am having a lot of fun with.  :)
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #33 on: August 31, 2011, 11:30:51 AM »
I am still putting fresh money into this stock.  :)

Why not invest your assets in the companies you really like? As Mae West said, "Too much of a good thing can be wonderful".
Warren Buffett

It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline espionage

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Re: Dutch Lady
« Reply #34 on: August 31, 2011, 11:45:49 AM »
where to get this?

Market Watch
Recent Financial Results

Announcement
Date   Financial
Yr. End   Qtr   Period End   Revenue
RM '000   Profit/Lost
RM'000   EPS   Amended
18-May-11      31-Dec-11      1   31-Mar-11      196,643      28,338      44.28       -
25-Feb-11      31-Dec-10      4   31-Dec-10      161,833      10,835      16.93       -
29-Nov-10      31-Dec-10      3   30-Sep-10      186,715      13,322      20.82       -
18-Aug-10      31-Dec-10      2   30-Jun-10      188,929      18,918      29.56       -
18-May-10      31-Dec-10      1   31-Mar-10      173,111      20,812      32.52       -

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #35 on: August 31, 2011, 11:58:26 AM »
where to get this?

Market Watch
Recent Financial Results

Announcement
Date   Financial
Yr. End   Qtr   Period End   Revenue
RM '000   Profit/Lost
RM'000   EPS   Amended
18-May-11      31-Dec-11      1   31-Mar-11      196,643      28,338      44.28       -
25-Feb-11      31-Dec-10      4   31-Dec-10      161,833      10,835      16.93       -
29-Nov-10      31-Dec-10      3   30-Sep-10      186,715      13,322      20.82       -
18-Aug-10      31-Dec-10      2   30-Jun-10      188,929      18,918      29.56       -
18-May-10      31-Dec-10      1   31-Mar-10      173,111      20,812      32.52       -

You can get this from the Star newspaper. 
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline espionage

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Re: Dutch Lady
« Reply #36 on: August 31, 2011, 12:00:37 PM »
any other place can get this besides starbiz?

I am looking for 2-3 years of quarter reports data.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #37 on: August 31, 2011, 12:09:55 PM »


Company
Particulars
Date announced/Ex-Date/To those registered by/To be paid on
Total for
yr so far

Total for
prev yr


DLADY

Final 10¢ + 5¢ TE
 25-Feb-11     01-Jun-11     03-Jun-11     01-Jul-11    
95¢
91.25¢

Interim 10¢+Sp Interim 40¢
 29-Nov-10     13-Dec-10     15-Dec-10     28-Dec-10    
80¢
91.25¢

Final 10¢+5¢TE
 26-Apr-10     01-Jun-10     03-Jun-10     01-Jul-10    
91.25¢
16.25¢

Int 6.25¢+Sp Int 70¢
 24-Nov-09     11-Dec-09     15-Dec-09     28-Dec-09    
76.25¢
16.25¢

Final 6.25¢+3.75¢TE
 28-Apr-09     01-Jun-09     03-Jun-09     01-Jul-09    
16.25¢
86.25¢

Interim gross 6.25¢
 18-Nov-08     01-Dec-08     03-Dec-08     23-Dec-08    
6.25¢
86.25¢

Final 6.25¢ + 3.75¢ TE
 27-Feb-08     30-May-08     03-Jun-08     01-Jul-08    
56.25¢
86.25¢

Interim 6.25¢ + Sp Interim 40¢
 20-Nov-07     13-Dec-07     17-Dec-07     28-Dec-07    
46.25¢
86.25¢

Final 6.25¢ + 3.75¢ TE
 15-Feb-07     25-May-07     29-May-07     22-Jun-07    
86.25¢
86.25¢

Interim 6.25¢ + Special 40¢
 28-Nov-06     13-Dec-06     15-Dec-06     28-Dec-06    
76.25¢
86.25¢

Special Interim 30¢
 28-Apr-06     26-May-06     30-May-06     21-May-06    
30¢
86.25¢

Final 6.25¢ + 3.75¢ TE
 15-Feb-06     26-May-06     30-May-06     21-Jun-06    
86.25¢
76.25¢

Interim 6.25¢ + Special 40¢
 25-Nov-05     12-Dec-05     14-Dec-05     29-Dec-05    
76.25¢
76.25¢

Final 6.25¢ + 3.75¢TE
 28-Feb-05     30-Mar-05     01-Jun-05     29-Jun-05    
76.25¢
16.25¢

Interim 6.25¢
 30-Nov-04     15-Dec-04     17-Dec-04     30-Dec-04    
66.25¢
16.25¢

Final 6.25% + 3.75% TE
 26-Mar-04     23-Apr-04     27-Apr-04     19-May-04    
16.25%
10%

bb dear  :heart: :) ,

DLady was listed @ $4.00 per share.  It gave a 3 for 1 bonus.  Therefore, the cost to those who held it then was $1.00 per share.  

DLady has declared a 95 sen dividend for this year.  Would you like to work out the dividend yield based on the cost price of DLady?  

For a adjusted for capital change cost of $1.00 per share at listing, DLady is giving a cash dividend of 95 sen.  

There is more......  :)

The share price has risen to $18.00 per share.  

There is still more.....   :)

The company's business continues to be great and growing.  The shareholder can hope to ride this winner for a longer period.

No wonder, Mae West is right ... "too much of a good thing is just wonderful."   Stay and enjoy.  :)

DLady is also a great stock to keep to grow your passive income.

The objective of investing is to grow one's passive income.  Investors should invest into assets that provide them with passive incomes.  Intelligent regular investing and compounding will lead to the growth of the value of these invested assets and the growth of these passive income streams.

Passive income is different from earned income.  Many have to work for their living.  While they are able, they should save and invest their earned income to acquire assets that can provide and grow their passive income.

When they are unable to work, when they retire  or when they stop their businesses, their earned incomes drop to zero.  What they then fall on to live are their passive incomes.  Hopefully, they would have enough passive incomes to maintain their desired standard of living.

In some countries, they do have retirement benefits provided by their government. 
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #38 on: August 31, 2011, 12:11:27 PM »
any other place can get this besides starbiz?

I am looking for 2-3 years of quarter reports data.

Do the hard work.
Source these out from the Bursa Malaysia website.
Also the annual reports of the companies do give 5 year financial datas.
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline sangkancil

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Re: Dutch Lady
« Reply #39 on: August 31, 2011, 12:24:22 PM »
Already a multi-millionaire.  Just passionate over my investing which I am having a lot of fun with.  :)

multi millionaire ? by purely investing in klse????

i like your quote passionate on investing and have fun....

coz at the end, we are merely playing with number...

btw, what stock u r holding now? and wat is your equity : cash ratio?

Offline espionage

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Re: Dutch Lady
« Reply #40 on: August 31, 2011, 01:38:18 PM »
what is 17 bagger?
is it 1700%?

Offline mestikaya

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Re: Dutch Lady
« Reply #41 on: August 31, 2011, 01:43:13 PM »
What a bloody good stocks that I missed, really lack of wisdom, lesson that learned a bit too late 8) 8)

few years ago perhaps about 8 to 9 yrs ago, the price was at RM4 per share and yet no takers 8) 8)

now, sky high. :D :D

Same goes for F&N at one time at RM3.8 after right issue and bonus, now sky high

My friend Warrenty Buffet also likes such counters if liquid :thumbsup: :thumbsup:

Offline Ļaughing Ģor

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Re: Dutch Lady
« Reply #42 on: August 31, 2011, 04:48:39 PM »
Earnings growth of DLady has been faster than Nestle. 
Over the same period of many years, Nestle is a 3 bagger, while DLady is a 17 bagger.


Somehow, I still find it hard to believe the 红字牛奶 milk maid tin susu we used to mixed with hot water now is a 17 bagger.

Can someone to give me a Loan and then leave me Alone?

Offline Ļaughing Ģor

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Re: Dutch Lady
« Reply #43 on: August 31, 2011, 04:51:02 PM »
Somehow, I still find it hard to believe the 红字牛奶 milk maid tin susu we used to mixed with hot water now is a 17 bagger.


The old design still look better. Later the empty tin kosong can used to tah pao kopi.

Can someone to give me a Loan and then leave me Alone?

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #44 on: August 31, 2011, 05:49:16 PM »
Somehow, I still find it hard to believe the 红字牛奶 milk maid tin susu we used to mixed with hot water now is a 17 bagger.





Log scale price chart.
DLady initial listing was at $4.00 per share.
At beginning of 2002, it was $16.00 per share.
Then in 2002, there was a 3 for 1 bonus.
The price per share after the capital exercise was $4.00 per share.
Now the price is $18.00 per share.

Therefore the initial cost per share was $1.00 per share (adjusted for bonus issue) and this is now worth $18 per share. 
The increase in value of share of DLady was $18.00 - $1.00 = $17.00. 
Therefore, DLady is a 17 bagger stock, its price has appreciated 17x above its initial cost.

The return to investor is actually even better when one take into consideration the good dividends distributed by DLady over the years.
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline espionage

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Re: Dutch Lady
« Reply #45 on: September 01, 2011, 11:55:23 AM »
milkmaid is owned by nestle...not DLADY...

Can anyone explain to me what is 17 bagger means? is it 1700% profited?

Offline soulsimple

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Re: Dutch Lady
« Reply #46 on: September 14, 2011, 10:00:01 PM »
do u love MILK?
 :P
There are no words to describe the beauty of a simple ordinary life.
That's why we just don't hear much about them.

Offline Profit88

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Re: Dutch Lady
« Reply #47 on: September 14, 2011, 10:02:52 PM »
milkmaid is owned by nestle...not DLADY...

Can anyone explain to me what is 17 bagger means? is it 1700% profited?

Yes. 1700% cap gain.
"Life is a storm, my young friend. You will bask in the sunlight one moment, be shattered on the rocks the next. What makes you a man is what you do when that storm comes." — Alexandre Dumas

Offline iiinvestsmart

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Re: Dutch Lady
« Reply #48 on: September 14, 2011, 10:11:08 PM »
getting cheaper with higher earnings :P

 :thumbsup: :thumbsup:
It’s better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline tycoon88

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Re: Dutch Lady
« Reply #49 on: September 15, 2011, 07:24:32 AM »
One of Dutch lady top seller is d milk powder called 123. It is very popular among parents coz of its budget price. 1 kg is only abt rm 20 or so. Compared to enfa brand, so called d best is rm41 per kg. Another top dlady seller is d UHT milk.

I was a senior ranking manager in a French hypermarket chain, so I one dis!

Dlady is here 2 stay n prosper!  :thumbsup: :clap: