All Comments on DKSH Reload

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sandy roxy
1 Like · Reply
DKSH is distributor for Johnson & Johnson health care product. Will it be distributor for the J&J Covid19 vaccine?
cheng
Choon, the dividend is typically announced in Apr and routed for approval in May AGM and payout in Jun/Jul. The results to me is really good especially the impact of Auric Pacific to DKSH Malaysia’s bottom line. I am in the opinion that the 0.10 cents dividend should be back for fy2020 if not higher for the great results despite challenging times. :) will continue to hold my position as FY2021 will see a full year of Auric Pacific’s contributions and possible contributions from RCEP specifically in the area of FMCG / perishable goods.
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Like · 1 week · translate
Oris Eddy
in fact , they can do better in 2020.. Unfortunately, they have terminated Umobile prepaid distribution business..
Like · 6 days · translate
J Wong
2 Like · Reply
No power this stock...
Ah Choon Wong
Cheng......it’s the idea of roic that’s best describes it......roic = return on invested Capital, the higher the better......
Like · 3 weeks · translate
cheng
Nice sharing, Choon. The term asset light and cash generating business model is actually the business strategy adopted by DKSH. Hence, these terms will be used in their corporate updates. In terms of measurement towards the strategy, DKSH uses capex/net sales for asset light strategy and fcf/PAT for cash generation. I believed Rafie is reading through DKSH reports and hence the question. Different organisations may use similar asset light or cash generative business model strategies but very different measurements.
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Like · 3 weeks · translate
sandy roxy
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The Pfizer vaccine distribution game is coming soon now after a long wait. The surge of price will happen. Also currently the strong ringgit is helping DKSH in the importation. I will buy more and wait for harvest.
cheng
Sandy, national vaccination plan is out and circulating. Not sure whether it’s real or fakes. May the most qualified company selected to complete the last mile fulfilment deliveries to the vaccination sites.
1 Like · 1 month · translate
sandy roxy
2 Like · Reply
DKSH is not only for Malaysia, also has capability to manage the distribution of Covid19 vaccine to market across Asia. Hence, quickly position in to DKSH before the price is too high.
Ah Choon Wong
有盈利支持,不怕,下个季会很好.........
1 Like · 2 months · translate
盲俠被剁分
PE 是 netroic 4 倍,粗算。
Like · 2 months · translate
Honggeik 9822255
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one day show *
Andy Choo
This is what happens when people fry a non-fry stock
Like · 2 months · translate
sandy roxy
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Got confirm only dealing with 2 vaccine supplier Pfizer & Covax. Hence the beneficiary will be Pfizer distributer i.e. DKSH. DKSH is a Swiss company listed in KLSE. They do not release info until they start distribution. Go to DKSH website to understand further.
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Ah Choon Wong
If you want to buy.....don’t hesitate, 船已经开了.........
Like · 2 months · translate
James Siao See
全部跌只有他起。。。真的不同
Like · 2 months · translate
sandy roxy
1 Like · Reply
Ever ready for distribution of Pfizer and Moderna Vaccine. Have cold storage plus distribution. up up!
Benjamin Zhang
Thanks for the in-depth explanation, cheng. Very glad to learn about new companies from you since I'm not very familiar with DKSH.
Like · 3 months · translate
cheng
You are welcome, Benjamin.
Like · 3 months · translate
mr goodboyishere
1 Like · Reply
Malaysia confirm bringing in Pfizer CoVID19 vaccine. Pfizer products are distributed by DKSH and Zuellig Pharma in Malaysia. Only DKSH is a listed company. Source: https://www.mims.com/malaysia/company/info/pfizer.
sandy roxy
That is good news. Looks like DKSH will be the main beneficiary. Will buy more share tomorrow.
1 Like · 3 months · translate
Tan Louis
4 Like · Reply
老千无常来了。。。。。。。
NoName
喜欢找票少没庄家的,买了没人压,然后callbuy,套网民..大家要小心
1 Like · 3 months · translate
jonathan lam
this is not cal trap.this company only suitable for long term n patient investor.nobody ask yourself to buy at high price
1 Like · 3 months · translate
SS Lim
Like · Reply
When QR out?
Tan Qi Yong
Cheong watch this https://www.youtube.com/watch?v=fdZW-uf74Yc&feature=youtu.be
dksh sort of mentioned they want do cold chain logistic for whole of Asia... or when opportunity arise.
1 Like · 3 months · translate
SS Lim
Not yet buy ler... pls come down first
Like · 3 months · translate