【DLADY 3026 交流专区】子母牌

icy97

乳製品業今年成長料放緩‧子母牌：10億銷售可達標

大馬  2012-06-14 10:14
（吉隆坡13日訊）儘管大馬乳製品業今年成長料放緩，但子母牌煉奶（DLADY，3026，主板消費品組）依然看好公司業務成長，深具信心可達到全年10億令吉銷售目標。

子母牌煉奶董事經理約翰科拉克表示，大馬乳製品業成長預計從去年的8至9%，放緩至今年的6至7%，惟公司的乳品銷量繼續增長，相信全年營業額及盈利表現可穩健成長，並優於同行。

“儘管面臨乳製品原料大幅度上揚及全球經濟挑戰，但公司產品多元，預期可取得不俗的營業表現。”

子母牌煉奶的大部份原料來自歐洲、澳洲以及紐西蘭等。

該公司曾於2010年設下2013年營業額達10億令吉的目標，約翰科拉克對此表示，他們對此持樂觀態度，目前銷售進度符合預期。

約翰科拉克表示，公司今年和明年資本開銷將繼續增加，原因在於公司於今年開始計劃提高鮮奶的產量及增加其生產線。

“公司明年將開始設立新的鮮奶生產線，而每條生產線的設立費用預計超過百萬令吉。”

目前，該公司在國內乳製品市場佔有18至19%份額，而單以鮮奶市場則佔有國內份額的50%。

“鮮奶業務的營業額在去年達雙位數成長，預計今年表現繼續保持強勁。”

詢及公司產品今年是否會漲價時，約翰科拉克表示，他們會儘量維持其下產品價格不變，希望藉此減少對顧客的影響。

“去年，子母牌煉奶旗下產品約上漲5%，這大致與國內通膨相近，而今年相信也會隨通膨而有所調整，並預計公司產品價格將不會上升超過2%。”

不過，他補充，礙於世界經濟不穩定，加上匯率波動，致使原料價格難以預測，他們暫時無法置評產品未來價格。（星洲日報／財經）

icy97

淨利料成長6%‧子母牌續派高息

熱股評析  2012-06-15 19:10
（吉隆坡15日訊）子母牌煉奶（DLADY，3026，主板消費品組）逆風下營運多年仍保持佳態，今明兩財政年淨利料成長5至6%，多年來有能力兼慷慨派息也使其大受看好。

今年每股再派息100仙
肯納格研究說，持續派出高股息，預期今年每股再派100仙股息，增至每股254仙，下財政年派發131仙，其淨週息率達7.6%與3.9%。

受良好營運效率與擴展市佔率所助，過去5年淨利複合年增長率20%。目前攫取國內最大乳品市場，市佔率達60%。

管理層願景是於下財政年突破10億令吉銷售，儘管該行看法較為保守，預計2015財政年才達致願景，若果如管理層所料，將酌情調高評級。目標價由34令吉20仙，上調至35令吉60仙。

主評：肯納格研究
評級：超越大市
目標價：35.60令吉（星洲日報／財經）

平院

这几天好猛。 今天上到 RM３８。５０

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2012	30/06/2011	30/06/2012	30/06/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	217,548	200,892	431,601	397,535
2	Profit/(loss) before tax	40,589	37,431	77,706	71,984
3	Profit/(loss) for the period	29,990	27,775	57,456	56,113
4	Profit/(loss) attributable to ordinary equity holders of the parent	29,990	27,775	57,456	56,113
5	Basic earnings/(loss) per share (Subunit)	46.86	43.40	89.78	87.68
6	Proposed/Declared dividend per share (Subunit)	130.00	35.00	130.00	35.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	3.6500		4.0500

子母牌牛奶派息1.30令吉

財經股市28/08/2012 20:58
（吉隆坡28日訊）子母牌牛奶（DLADY，3026，主要板消費）截至6月底第2季，淨利按年增8%至2999萬令吉，每股大方派息1.30令吉。

該公司向馬證交所報備，歸功于更高的牛奶產品和粉類產品銷量，營業額按年揚升8.3%至2億1755萬令吉。

子母牌牛奶指出，由于公司在去年第3季退出低賺幅的奶精（Creamer）業務，使次季錄得更高銷量，稅前盈利增8.4%至4059萬令吉。

第2季期間，該公司每股共派發1.30令吉的股息，總額達8320萬令吉，包括50仙中期股息和80仙的特別中期股息。

子母牌牛奶指出，全球經濟普遍存不穩定性，或影響消費者支出，儘管乳製品原料價格高企，但基于更強的品牌與市場地位，董事局謹慎樂觀看待今年業務前景。[ChinaPress]

icy97

子母牌巧克力奶粉 冀明年攻2%市佔率

企業財經02/11/2012 17:56
（吉隆坡2日訊）子母牌牛奶（DLADY，3026，主要板消費）推出首個巧克力配方奶粉，希望明年佔健康食品與飲料2%市場份額。

該公司市場部董事安妮亞告訴《中國報》，子母牌是國內酪農產品市場領導者，無論是銷售量或銷售值，都穩站全國第一。

他們的幼兒成長奶粉和高溫滅菌牛奶（UHT Milk）業務龐大。

“隨著推出新產品，我們希望明年能佔健康食品與飲料市場的2%份額。”

在專訪中，安妮亞不認為，子母牌巧克力配方奶粉跟美祿（Milo）是競爭對手。

“美祿在國內（巧克力飲料）已有很悠久的歷史，說我們是競爭對手，對我們恐怕不公平。”

“我們液體產品的市場已很龐大，現在我們希望能夠把觸角延伸到奶粉市場。”

攻早餐市場
她說，液體產品多為冷飲，馬來西亞人的早餐習慣是熱飲料，因此希望隨著此產品推出，能夠在早晨的餐桌上佔有一席之地。

“我們的對象不只是小朋友。子母牌是適合家庭的牌子，所以我們強調一家大小能夠同歡共飲。即使是男性，也會發現在下午茶時來一杯很不錯。”

她也說，該產品營養價值高，富含Omega-3和Omega-6，還有維他命B群。

“此產品是為了國人味蕾特設，我們並沒有打算把它推銷到國外去。”[ChinaPress]

平院

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2012	30/09/2011	30/09/2012	30/09/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	224,793	201,708	656,393	599,243
2	Profit/(loss) before tax	43,357	31,994	121,062	103,976
3	Profit/(loss) for the period	32,099	23,600	89,555	79,711
4	Profit/(loss) attributable to ordinary equity holders of the parent	32,099	23,600	89,555	79,711
5	Basic earnings/(loss) per share (Subunit)	50.15	36.87	139.93	124.55
6	Proposed/Declared dividend per share (Subunit)	0.00	35.00	130.00	35.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	4.1500		4.0500

第3季产品销售劲 子母牌净利增36%

财经新闻 财经  2012-11-28 10:47
（吉隆坡27日讯）子母牌（DLADY，3026，主板消费产品股）截至9月30日财年第3季，净利按年增长36%至3209万9000令吉，上财年同期为2360万令吉。

由于奶粉、牛奶和新产品的销售强劲，第3季营业额也增长11.4%，报2亿2479万3000令吉；每股盈利从上财年同期的36.87仙，减低至50.15仙。

子母牌累计3季净利按年扬12.3%至8955万5000令吉；营业额则扬9.5%报6亿5639万3000令吉；每股盈利则增至139.93仙。

子母牌另一分报备文件指出，公司将跟新加坡的FrieslandCampinaAMEA私人有限公司签订一份5年期分销协议（从2013年1月1日开始），以协助后者的进口美素佳儿（Friso）奶粉在大马分销。[Nanyang]

平院

DUTCH LADY MILK INDUSTRIES BERHAD

EX-date	10/12/2012
Entitlement date	12/12/2012
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	A Single-Tier Standard Interim Dividend of 50.0 sen per ordinary share of RM1.00 each and a Single-Tier Special Interim Dividend of 80.0 sen per ordinary share of RM1.00 each for the financial year ending 31 December 2012.
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	12/12/2012 to 12/12/2012 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Symphony Share Registrars Sdn Bhd Level 6, Symphony House Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Darul Ehsan Tel: 03-7841 8000
Payment date	27/12/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	12/12/2012
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	1.3

icy97

DUTCH LADY MILK INDUSTRIES BERHAD

Type	Announcement
Subject	OTHERS
Description	DUTCH LADY MILK INDUSTRIES BERHAD - Distributorship Agreement
1.                INTRODUCTION    The Board of Directors (“Board”) of Dutch Lady Milk Industries Berhad (“DLMI”) wishes to announce that DLMI will enter into a Distribution Agreement (“Agreement”) with FrieslandCampina AMEA Pte Ltd, Singapore(“FCA”) for the sale, marketing and distribution of Friso, a premium brand of infant & toddler milk product. FCA is a wholly-owned subsidiary of Royal FrieslandCampina N.V. (“RFC”), The Netherlands. RFC also holds a 51% equity interest in DLMI through FrieslandCampina International B.V. and FrieslandCampina DLMI Malaysia Holding B.V. The Friso brand is owned by Friesland Brands B.V., a wholly owned subsidiary of RFC. Since 2011 it is the corporate policy of RFC to manufacture all milk products under the Friso brand in the Netherlands for re-sale worldwide in order to guarantee high product quality and to leverage its huge research & development resources in the Netherlands. This policy is applicable to all RFC entities worldwide. DLMI had previously packed the Friso products under licence granted by Friesland Brands B.V.. 2.         SALIENT TERMS OF THE AGREEMENT    The Agreement allows DLMI to support the distribution of imported (fully packed) Friso products in Malaysia for a fixed margin on sales. In return, FCA bears all the business and operating risks in the marketing and sale of the Friso products. FCA also bears all investment and marketing costs in developing the Friso brand in Malaysia. The initial term of the Agreement is five years commencing on 1st January 2013, or any later date as mutually agreed by both parties and is automatically renewed for successive one year terms thereafter unless terminated by either party giving six months’ written notice.   3.         RATIONALE FOR THE AGREEMENT    The Agreement would enable DLMI to tap into the vast expertise and experience of FCA’s global category team to fuel Friso sales and market growth in Malaysia with breakthrough innovations and brand strategies.   By concentrating production to one location in the Netherlands, RFC can guarantee the high quality of the products, consistent with its premium attributes. DLMI will earn a fixed targeted margin on the sale of Friso products with no business and operating risks (as it will be borne by FCA).   4.         EFFECTS OF THE AGREEMENT    4.1             Share Capital and Substantial Shareholders’ Shareholdings The Agreement does not have any effect on the share capital or substantial shareholders’ shareholdings in DLMI.    4.2      Net Assets (“NA”) and Earnings The Agreement does not have any material effect on the NA and earnings of DLMI.   5.         APPROVAL REQUIRED    The Agreement does not require the approval from shareholders and relevant authorities. However, transactions arising from the Agreement are regarded as recurrent related party transactions for which mandate for the transactions had been granted by the shareholders at the Annual General Meeting of DLMI held on 13 June 2012.   6.         DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTEREST    Mr Rahul Colaco and Mr Kapil Garg, being representatives of RFC on the Board of DLMI, are deemed interested in the Agreement. They have abstained from Board’s deliberation and voting in respect of this matter. Save for RFC, which is a major shareholder of DLMI, to the best knowledge of the Directors, none of the major shareholders of DLMI or persons connected to the major shareholders have any interest, direct or indirect, in the Agreement.   7.            AUDIT COMMITTEE AND DIRECTORS’ STATEMENT    The Audit Committee of DLMI has reviewed the terms of the Agreement and is of the view that the arrangement with FCA is fair and reasonable, not to the detriment of the Company's minority shareholders and in the best interest of the Company. Save and except for Mr Rahul Colaco and Mr Kapil Garg, who did not participate in Board’s discussion, the Board of DLMI, having considered all aspects of the Agreement, is of the opinion that the execution of the Agreement with FCA is effective and is in the best interest of the Company.

vincentsieng

@平院  
谢谢分享，

最近它的股价下跌很多，不知道它还有下跌的空间吗？

icy97

子母牌2000万增产

财经新闻 财经  2013-02-02 09:07
（吉隆坡1日讯）子母牌（DLADY，3026，主板消费产品股）计划投资1500至2000万令吉引进新机器，设法在年底前增加液态奶品的产量。

子母牌董事经理拉胡约翰克拉库指出，该公司将引进新的机器，并在第二季开始运作。

“我们预测，产量将会再添加1亿包。”

拉胡约翰克拉库昨天在该公司欢庆50周年的活动上，发表上述言论。

随着引起新机器后，子母牌的产能将从现有水平增加30%。[南洋商报财经]

icy97

派息1.30令吉‧子母牌末季賺3382萬

大馬 業績出爐  2013-02-27 11:02
（吉隆坡26日訊）由於奶粉及乳奶產品及新產品銷售量有增無減，使子母牌煉奶（DLADY，3026，主板消費品組）截至2012年12月31日為止第四季淨利增長19.22%，至3千382萬5千令吉。

該公司第四季營業額增長6.80%，至2億2千578萬6千令吉。

該公司建議派發每股130仙的終期股息。

該公司全年淨利為1億2千338萬令吉，增長14.15%，全年營業額則為8億8千217萬9千令吉，增長8.82%。

該公司文告指出，雖然奶製品原料價格有增無減，不過，該公司對2013年財務表現持謹慎樂觀態度，因獲得該公司品牌及市場地位強勁支撐。（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2012	31/12/2011	31/12/2012	31/12/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	225,786	211,404	882,179	810,647
2	Profit/(loss) before tax	44,739	37,576	165,801	141,553
3	Profit/(loss) for the period	33,825	28,370	123,380	108,082
4	Profit/(loss) attributable to ordinary equity holders of the parent	33,825	28,370	123,380	108,082
5	Basic earnings/(loss) per share (Subunit)	52.90	44.30	192.80	168.90
6	Proposed/Declared dividend per share (Subunit)	130.00	37.50	260.00	72.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	3.3800		4.0500

icy97

DUTCH LADY MILK INDUSTRIES BERHAD

EX-date	26/04/2013
Entitlement date	30/04/2013
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	A Single-Tier Standard Interim Dividend of 50.0 sen per ordinary share of RM1.00 each and a Single-Tier Special Interim Dividend of 80.0 sen per ordinary share of RM1.00 each for the financial year ending 31 December 2013.
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	30/04/2013 to 30/04/2013 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Symphony Share Registrars Sdn Bhd Level 6, Symphony House Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Darul Ehsan Tel No.: 03-7841 8000
Payment date	21/05/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	30/04/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	1.3

平院

icy97 发表于 27-2-2013 01:10 AM

在RM４２。００ ， 应该是最合理的价钱。
前几天的价钱，走宝了。

mingkok76

你没买到吗？@平院

平院

mingkok76 发表于 27-2-2013 12:36 PM
你没买到吗？@平院

手上是有一点。没有在RM４２ 加码。

mingkok76

平院 发表于 27-2-2013 11:38 AM
手上是有一点。没有在RM４２ 加码。

当鸡哥宣布大选时不知道这个股会不会掉！

平院

mingkok76 发表于 27-2-2013 12:40 PM
当鸡哥宣布大选时不知道这个股会不会掉！

我就是看到这个问题。
我也暂时没有买进股。

mingkok76

平院 发表于 27-2-2013 11:42 AM
我就是看到这个问题。
我也暂时没有买进股。

原来大家都在等！

icy97

最低薪制衝擊微‧子母牌做好準備迎消費稅

熱股評析  2013-05-07 18:30
（吉隆坡7日訊）子母牌煉奶（DLADY，3026，主板消費品組）的人事開銷佔營收不到10%，加上專注於提昇員工素質和效率，分析員預料最低薪金制不會對該公司帶來太大衝擊。

同時，由於其母公司早在1960年代已執行消費稅（GST）模式，一旦大馬實施消費稅，該公司料可順暢轉移至新機制。

MIDF研究分析員在走訪子母牌煉奶後表示，管理層聲稱最低薪金制將令該公司轉為專注於員工素質和而非數量，將不會容忍任何不必要的成本增加，以及加緊內部效率以降低新增的成本。

“由於人事開銷只佔其2012財政年營收的6.1%，最低薪水製的衝擊將微不足道。＂

此外，子母牌煉奶已作好準備以應對消費稅，管理層表示有關系統已經就緒。由於其母公司Royal Friesland Campina的所在國荷蘭早在1960年代已經實施消費稅，因此預料該公司可順暢轉移至新稅制。

MIDF研究指出，子母牌煉奶正繼續致力於推動大馬人喝牛奶的習慣。由於大馬人仍不熱衷於飲用牛奶，子母牌煉奶有信心牛奶廠商和大馬政府合作在學校推廣喝牛奶活動，將緩慢但肯定會提昇大馬人喝牛奶的習慣。

該行未給予子母牌煉奶評級，而市場平均目標價為46令吉30仙。（星洲日報／財經）

icy97

子母牌首季净利扬6%

财经新闻 财经  2013-05-29 12:53
（吉隆坡28日讯）尽管今年首季市况欠佳，但子母牌（DLADY，3026，主板消费产品股）提升商品组合和成本管理奏效，现财年首季净利扬升5.67%，报2902万2000令吉，高于去年首季的2746万6000令吉。

相比于2012财年首季的2亿1405万3000令吉，子母牌今年首季营业额按年滑落3.64%，至2亿626万8000令吉。

子母牌表示，粉状与液态产品的销售量降低，导致首季营业额下跌。

“虽然乳制品原料价格近期走升，但子母牌的品牌市场地位强稳，所以管理层仍对2013财年表现保持谨慎却乐观的看法。”

子母牌今年初旬宣布，将投资1500至2000万令吉引进新机器，设法在年底前增加液态奶品的产量。

不过，肯纳格研早前点出，私人消费增长趋势在过去数季持续缓和，2013年消费者开销预期也将放缓，消费股普遍都会受影响。[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	206,268	214,053	206,268	214,053
2	Profit/(loss) before tax	39,211	37,117	39,211	37,117
3	Profit/(loss) for the period	29,022	27,466	29,022	27,466
4	Profit/(loss) attributable to ordinary equity holders of the parent	29,022	27,466	29,022	27,466
5	Basic earnings/(loss) per share (Subunit)	45.35	42.90	45.35	42.90
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	3.8300		3.3800