John's Focus Investing's comment on DLADY. All Comments

John's Focus Investing
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I've gone and compared Dutch Lady's 10 year financial results against Carlsberg, Heineken, Nestle and F&N. Here's what I've found out. https://focusinvesting484855354.wordpress.com/2020/05/30/fundamental-analysis-comparing-nestle-fn-dutch-lady-carlsberg-and-heineken/
Wei Yuan
any insights on why the DL price recently dropped so much?
Like · 3 years · translate
John's Focus Investing
likely due to the higher dairy input cost. people are expecting a lower profit.
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Wei Yuan
should one keep the stocks ?
bought at higher value.
Like · 3 years · translate
John's Focus Investing
i bought it at 46++, if you're not a in rush for money and ok with long term then Dutch lady is still a good investment. This price drop is likely to be temporary.

Once dairy input cost stabilises, we'll see improved profits.
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Wei Yuan
wonder when the price go back up with such volatile situation
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Wei Yuan
looks like it will not recover for at least 1 year.
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Wei Yuan
what happened today?
1 Like · 3 years · translate
Joe Hopkins
Good luck. This stock has been struggling for 7 years. I wonder why people still hold on to it. In the next 5 years technology will explode. Within these 5 years you think Malaysians will significantly increase their milk consumption habits? Nah. Now, if it wants to expand into other sectors, it will likely declare lower dividends, and your stock will plunge. Good luck buddy
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3 Like · 3 years · translate