Dutch Lady Milk Industries Berhad

$DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD) 's linkedin is quite active on updating what the company is doing, so that's nice. Ms Ramjeet did a short presentation on the QR3 results here:

https://cutt.ly/HeKTsm9f

$DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD)
Dutch Lady gave 25sen dividend as expected. Quarter report was pretty decent, although revenue dipped. Cashflow from operations was a tad disappointing.

Nonetheless, Dutch Lady remains poised to continue its fine steady growth. I will still hold.

$DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD)
Upcoming quarter report is important. I expect a favourable report, with increasing revenue. 25sen dividend is expected. This will move share price upwards.

However, I won't be surprised if start-up costs for the new factory kicks in and results in a small loss. I can tolerate the small dip in share price.

The increase in revenue is important, as revenue growth trend was steady since 2020.

$DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD)
Sugar tax will hit Dutch Lady soon. Despite the initial setback, Dutch Lady would continue to prosper.

Dutch Lady remains a strong milk brand. Its business is simple. It is a business Warren Buffett should like.

Buffett - "I try to invest in businesses that are so wonderful that an idiot can run them."

Investors who want stable cashflows, opt for Dutch Lady. Those who want aggressive growth regardless of debts, maybe Farm Fresh.

Once the earnings stabilise, big funds will re-enter Dutch Lady. With an extremely low number of shares, Dutch Lady price should be much higher.

I expect Dutch Lady to be worth no less than RM45 in 3 years time.

F&B Players in Bursa Malaysia!

As Malaysians, we love our food. From the cream crackers with teh to our roti canai, we enjoy our local snacks and dishes everyday. But, did you ever consider that there are public listed companies manufacturing the food and beverages with consume? The F&B industry in Malaysia includes a diverse range of companies which play a key role to our nation’s Economy. Some of these companies are deeply rooted in Malaysia, while others are global players with strong local presences.

Here’s a closer look at some of the listed F&B players on Bursa Malaysia! Which companies do you support, and would they make compelling investment choices? Let us know in the comment section below!

$NESTLE / 4707 (NESTLE (MALAYSIA) BERHAD) $KLSE-F&N $DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD) $HUPSENG / 5024 (HUP SENG INDUSTRIES BERHAD) $CCK / 7035 (CCK CONSOLIDATED HOLDINGS BERHAD)

$DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD)
DLADY is having some correction after a strong start to 2024. I expect a fibonacci retracement of 23.6%. May collect at RM29.

For capital gain over the next few years, hands down $DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD)

Company Face-Off: $DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD) vs $KLSE-F&N vs $FFB / 5306 (FARM FRESH BERHAD)

Driven by increasing consumer awareness about balanced diets and rising disposable incomes, Malaysia’s dairy market has seen steady growth. Urbanization, changing lifestyles, and a growing preference for Western diets have boosted dairy consumption. Consequently, the Malaysian dairy market is now one of the fastest-growing sectors in the food and beverage industry. In this face-off, we dive into three major players: $DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD), $KLSE-F&N, and $FFB / 5306 (FARM FRESH BERHAD).

Which company do you think is the best among the three? Let us know in the comment section below!

BANDAR ENSTEK, Negri Sembilan: Dutch Lady Milk Industries Bhd (DLMI) has today inaugurated its new RM540 million state-of-the-art manufacturing hub here.

© New Straits Times Press (M) Bhd

Quarterly rpt on consolidated results for the financial period ended 31/03/2024 (Amended Announcement)

KUALA LUMPUR: Dutch Lady Milk Industries Bhd says its robust financial numbers in the financial year 2023 (FY23) reflect sustained strong demand for its dairy products across market segment.

© New Straits Times Press (M) Bhd

General Meetings: Outcome of Meeting

DLADY - Notice of Book Closure

$DLADY / 3026 (DUTCH LADY MILK INDUSTRIES BERHAD)

KUALA LUMPUR: Dutch Lady Milk Industries Bhd (DLMI) remains cautiously optimistic due to the strength of its brands, and the increasing need for and recognition of milk's goodness and nutritional value amongst Malaysians.

Quarterly rpt on consolidated results for the financial period ended 31/03/2024

OTHERSDUTCH LADY MILK INDUSTRIES BERHAD ("DLMI" OR "THE COMPANY")- FIRST SINGLE -TIER INTERIM DIVIDEND IN RESPECT OF THE FINANCIAL YEAR ENDING 31 DECEMBER 2024

First Interim Dividend

Dutch Lady Milk Industries Bhd will look at market conditions and its competition before settling on any price increases for its products, if at all.

DUTCH LADY MILK INDUSTRIES ("DLMI" OR "THE COMPANY") - CIRCULAR TO SHAREHOLDERS ON THE PROPOSED NEW AND RENEWAL OF SHAREHOLDERS' MANDATE FOR RECURRENT RELATED PARTY TRANSACTIONS OF A REVENUE OR TRADING NATURE ("PROPOSED SHAREHOLDERS' MANDATE")

Annual Report & CG Report - 2023

Global Dutch dairy firm FrieslandCampina, the parent company of Dutch Lady Milk Industries Bhd, has set up a technology excellence centre in Petaling Jaya, Selangor.

General Meetings: Notice of Meeting

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - EMPLOYEES PROVIDENT FUND BOARD

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - EMPLOYEES PROVIDENT FUND BOARD

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - EMPLOYEES PROVIDENT FUND BOARD

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - EMPLOYEES PROVIDENT FUND BOARD

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - EMPLOYEES PROVIDENT FUND BOARD

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - EMPLOYEES PROVIDENT FUND BOARD

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - EMPLOYEES PROVIDENT FUND BOARD