Raemon84 Csk's comment on DKSH. All Comments

Raemon84 Csk
2 Like · Reply
suddenly why become rubbish stock?
cheng
Mind to share your opinion why it’s rubbish stock? it went up from 3 to where it is now. I am also wondering how high or how low it will go moving forward.
Like · 2 years · translate
Ah Choon Wong
Cheng.......sure you make lots of money from this stock.....Hahaha
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cheng
Hi Ah Choon, all is well and good for long term shareholders :) looking forward for you to join back when the opportunity arises :)
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Ah Choon Wong
Cheng............No problem, hopefully so.....
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cheng
Alright, Ah Choon. :)
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Raemon84 Csk
so right now is not the opportunity timing...
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Maggie Yong
Hi cheng,may I know still can hold or??
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cheng
Hi Maggie Yong, I can understand the situation that you are in. If I recalled correctly, your entry should be quite similar to mine back then which is at lower range of 3.00 and perhaps lower if you managed to add on when it went below 3.00 :) Basically, looking at 40% range paper profits at current price without including the dividend received :) I cannot make decision for you and you will have to make your own decision. Every individual's rate of returns is different and so does the risk tolerance. It can be emotionally stressful worrying that the paper gains may be wiped off looking at the market pricing. Perhaps, its best to recall back your initial plan with regards to your exit plan.
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1 Like · 2 years · translate
cheng
I can share my opinions on how the financial results looks like and the TP that IBs issued. CIMB and Pbbank IB issued TP of $5.30 and $5.00 respectively; revising upward the TP :) From the financial results, my personal opinion is that Auric Pacific acquisition made the difference and the strategies put in place which includes operational efficiencies yielded great results. It resulted in higher ops margin and higher profit not seen for the last 7 years perhaps despite the Covid restrictions. If you observe the latest financial report, DKSH was able to repay its borrowing by $100M or so which means there's evidence that interest expense (for their loans) will be lower too. Continuation of their strategies means they can continue to maintain profit margins moving forward. Its exciting that it has also started the vaccines storage and distributions. As for my own positions, I rebalanced some of my position to manage my own emotional stress :) as I plan to stay longer in DKSH until signs of deteriorating fundamentals appearing. Just my opinions, could be wrong. Hope it helps and have faith in your own plans.
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1 Like · 2 years · translate
cheng
You are welcome, Maggie Yong. Sure, I believed it will too. Takes time and as long as it continues to deliver results.
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Ck C
No way back to rm4 ?
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cheng
takes time. just need to be mindful with the strength and weakness of this asset and leverage it accordingly to your own advantage :)
1 Like · 2 years · translate
Tan Fuuyo
Thanks, Mr cheng, confidence higher when see u here.
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cheng
Just sharing and exchanging opinions, Tan Fuuyo. Thankful to the management and the BODs for their flawless executions against their plans. It’s better to put confidence in them :)
1 Like · 2 years · translate
cheng
Thank you, DKSH. It has been a worthwhile ride and waiting since last year. All the best to the rest of the shareholders.
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Jex Tan
Do you know that DKSH not only distributor of vaccine but also the C-19 ART test kit? The best revenue generated is not C-19 vaccines but the ART test kit. You get a jab every week or 2. but you may need the ART to test every week or 2.
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Raemon84 Csk
signal show slowing down..
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