【DKSH 5908 交流专区】利直南

哭哭鸟

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2016	30 Sep 2015	30 Sep 2016	30 Sep 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,256,938	1,425,143	3,944,625	4,216,281
2	Profit/(loss) before tax	7,690	6,612	50,737	37,210
3	Profit/(loss) for the period	5,414	4,513	37,101	26,755
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,414	4,513	37,101	26,755
5	Basic earnings/(loss) per share (Subunit)	3.43	2.86	23.53	16.97
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	9.50	9.50
		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 ($$)	3.2837		3.1434

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SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2016	31 Dec 2015	31 Dec 2016	31 Dec 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,326,422	1,355,905	5,271,047	5,572,186
2	Profit/(loss) before tax	18,160	13,799	68,897	51,009
3	Profit/(loss) for the period	13,366	10,081	50,467	36,836
4	Profit/(loss) attributable to ordinary equity holders of the parent	13,366	10,081	50,467	36,836
5	Basic earnings/(loss) per share (Subunit)	8.48	6.39	32.01	23.36
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	9.50	9.50
		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 ($$)	3.3686		3.1434

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DKSH HOLDINGS (MALAYSIA) BERHAD

EX-date	28 Jun 2017
Entitlement date	30 Jun 2017
Entitlement time	04:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final Single Tier Dividend of 9.5 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Dec 2016
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	13 Jul 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	30 Jun 2017
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	0.095
Par Value	Malaysian Ringgit (MYR) 0.000

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Date of change	25 May 2017
Name	MR STEPHEN JOHN FERRABY
Age	52
Gender	Male
Nationality	Australia
Type of change	Redesignation
Previous Position	Non Executive Director
New Position	Non Executive Chairman
Directorate	Non Independent and Non Executive
Qualifications	Bachelors degree in Commerce (First Class) from the University of Birmingham, United Kingdom, and a member of the Institute of Chartered Accountants in England and Wales.
Working experience and occupation	Mr Ferraby was formerly the CFO Asia Pacific at CEVA Logistics and before that was CFO and CEO at an Australian private equity sponsored company. From 1995 to 2006, he held various positions at Exel PLC, a UK FTSE 100 company, including Group Head of Internal Audit, European Finance Director and five years as CFO Asia Pacific, based in Singapore from 2001. From 1985 to 1995, he served in the fields of audit, advisory and corporate finance at Ernst & Young in Australia and the United Kingdom.  Mr Ferraby was the Country Finance Manager of DKSH Thailand Limited for 5 years from 2010 to 2015, including 2 years as President of the organisation. He is currently the Head of Corporate Affairs and Strategic Investments and a member of the Executive Board of DKSH Holding Ltd, Switzerland

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Date of change	24 May 2017
Name	MR MICHAEL LIM HEE KIANG
Age	69
Gender	Male
Nationality	Malaysia
Designation	Chairman
Directorate	Independent and Non Executive
Type of change	Retirement
Qualifications	Mr Michael Lim Hee Kiang graduated with a Bachelor of Laws (Hons.) degree in 1972 and obtained a Master of Laws degree with distinction from the Victoria University of Wellington, New Zealand in 1973.
Working experience and occupation	Mr Lim, an advocate and solicitor, was a partner of Messrs Shearn Delamore & Co. for 30 years, and subsequently a consultant before he retired from the firm. Mr Lim is now a consultant to Messrs Jeff Leong, Poon and Wong.

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SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2017	31 Mar 2016	31 Mar 2017	31 Mar 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,369,668	1,332,797	1,369,668	1,332,797
2	Profit/(loss) before tax	13,509	15,679	13,509	15,679
3	Profit/(loss) for the period	10,046	11,270	10,046	11,270
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,046	11,270	10,046	11,270
5	Basic earnings/(loss) per share (Subunit)	6.37	7.15	6.37	7.15
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 ($$)	2.9705		3.3686

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利直南进军「全渠道」电子商务

財经 最后更新 2017年05月24日 21时11分 • 报导：雷洁敏
（吉隆坡24日讯）利直南（DKSH，5908，主板贸服股）2017年不仅专注于传统的业务拓展，也將进军「全渠道」（omni-channel）的电子商务。

一名不愿具名的小股东向《东方財经》指出，利直南非独立执行董事兼集团財务总监贾森麦克尼古拉斯麦拉仁（Jason Michael Nichola sMclaren）在股东大会上透露，利直南將与网购平台--来赞达（Lazada）及11street合作，为后者提供市场营销和物流方面的协助。

作为大马最大的市场拓展服务供应商之一，利直南也会和来赞达合作，设立一个电子商务的仓库，进行低成本的投资。

尼古拉斯麦拉仁指出，「电子商务的投资可谓是一项初始发展，从小做起。」

与此同时，该名不愿具名的股东称，有股东在大会上询问，中国电商巨头阿里巴巴进入大马市场，是否会对电子商务市场带来衝击？尼古拉斯麦拉仁表示，確实会有影响；不过，电子商务目前仅佔大马整体零售的2%，仍有很大成长空间。

「因此，利直南也看准这个时机，和来赞达及11street合作，惟没有签署任何独家协议。」

他相信，从现在开始的未来10年，电子商务占整体零售销售比重，將从现阶段的2%，上升至更高的水平，但无法给予任何的预测。利直南也期待未来能够与这些电子商务平台合作。

展望未来，尼古拉斯麦拉仁说，虽然乐观看待利直南表现將復甦，但仍对2017年前景保持谨慎乐观，预期市场情况会与2016年相符。他补充说，集团成本基础保持稳定，近期未有重大的资本开销或提升基础建设。

利直南傍晚公佈2017財政年首季（截至3月31日止）业绩，其净利按年下滑10.86%，至1005万令吉；营业额则按年起2.77%，至13亿6967万令吉。【东方网财经】

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利直南获纽威品牌马汶代理权

（吉隆坡6日讯）利直南控股（DKSH,5908,主板贸服组）获美国上市公司纽威品牌（Newell Brands）委任为大马及汶莱代理，将提供行销、分销与物流服务。

利直南控股发文告表示，将善用现有网络与人力资源，以促进业务成长。

该公司负责分销的文具品牌包括Sharpie、Paper Mate及Dymo等。

文章来源：
星洲日报／财经·2017.07.07

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DKSH次季净利跌20%

2017年8月10日
（吉隆坡9日讯）DKSH集团（DKSH，5908，主板贸服股）截至6月杪次季，净利按年跌挫19.89%至1635万7000令吉，或每股10.37仙。

DKSH集团今日向交易所报备，上财年同期净利为2041万7000令吉，或每股12.95仙。

次季营业额则从去年的13亿5489万令吉，按年增2.86%，报13亿9369万7000令吉。

累计首6个月，该公司净利按年萎缩16.68%至2640万3000令吉，或每股16.75仙；营业额则年增2.82%，录得27亿6336万5000令吉。

DKSH集团宣布派发每股9.5仙的终期股息，但尚未透露除权日和派息日。

跟据文告，由于现有客户基础稳健增长，贡献本季营业额走高。

该公司认为，市场的变数依然存在，因此对今年的前景保持谨慎。

不过，因首季的成本相对稳定，预计在2017的未来季度，成本也将持续走稳。【e南洋】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2017	30 Jun 2016	30 Jun 2017	30 Jun 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,393,697	1,354,890	2,763,365	2,687,687
2	Profit/(loss) before tax	22,470	27,368	35,979	43,047
3	Profit/(loss) for the period	16,357	20,417	26,403	31,687
4	Profit/(loss) attributable to ordinary equity holders of the parent	16,357	20,417	26,403	31,687
5	Basic earnings/(loss) per share (Subunit)	10.37	12.95	16.75	20.10
6	Proposed/Declared dividend per share (Subunit)	9.50	9.50	9.50	9.50
		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 ($$)	2.9780		3.3686

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DKSH集团
净利展望亮眼

2017年8月10日

分析:大众投行
目标价:5.80令吉

最新进展:

DKSH集团（DKSH，5908，主板贸服股）截至6月杪次季，净利按年跌挫19.89%至1635万7000令吉，或每股10.37仙。

次季营业额则增2.86%，报13亿9369万7000令吉。

累计首6个月，净利萎缩16.68%至2640万3000令吉，或每股16.75仙；营业额则年增2.82%，录得27亿6336万5000令吉。

行家建议:

虽然DKSH集团业绩稍微低于预期，但我们相信，该公司在下半年将交出更亮眼的表现，因为仓库的成本开始正常化。

因此，我们维持2017至2019财年的净利预测不变。

同时，我们仍然看好DKSH集团在我国市场拓展服务的领导地位，增长前景主要是由逐步增加的中产阶级、外包趋势走高，及市场拓展业务至亚洲所推动。

我们维持“超越大市”的投资评级和5.80令吉的目标价格。



【e南洋】

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SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2017	30 Sep 2016	30 Sep 2017	30 Sep 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,369,985	1,256,938	4,133,350	3,944,625
2	Profit/(loss) before tax	13,791	7,690	49,770	50,737
3	Profit/(loss) for the period	9,988	5,414	36,391	37,101
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,988	5,414	36,391	37,101
5	Basic earnings/(loss) per share (Subunit)	6.34	3.43	23.08	23.53
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	9.50	9.50
		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 ($$)	3.5044		3.3686

哭哭鸟

业绩报捷．利直南成长可期

（吉隆坡2日讯）大马中产阶级日渐增多，加上利直南控股（DKSH,5908,主板贸服组）业绩报捷，大众研究仍看好该公司未来盈利成长可期。

利直南控股首9个月营业额走高4.78%至41亿3335万令吉，净利则滑弱1.91%至3639万1000令吉。

大众表示，撇除库存注销、未兑现外汇盈利及减值因素，该公司首9个月核心盈利仍走高27%至4200万令吉，符合全年预测的79%。

大众说，该公司目前主要盈利由物流业务贡献，占整体营业额的53%。基于减值不再，并回拨970万令吉应收款项，将营运赚幅从0.21%提高至1.34%。

至于市场营销与分销营运赚幅从1.55%压缩至1.08%，归咎于仓库成本走高，不过，预期第四季该项成本不再。

其他业务在成本改善下，取得100万令吉的业绩表现。

展望未来，大众认为，大马中产阶级增加，且该公司拥有不少外包客户有意拓展亚洲市场，因此相当看好该公司。

大众决定维持该公司“超越大市”评级及5令吉80仙目标价不变。



文章来源：
星洲日报／财经‧2017.11.02

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SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2017	31 Dec 2016	31 Dec 2017	31 Dec 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,377,004	1,326,422	5,510,354	5,271,047
2	Profit/(loss) before tax	20,951	18,160	70,721	68,897
3	Profit/(loss) for the period	15,603	13,366	51,994	50,467
4	Profit/(loss) attributable to ordinary equity holders of the parent	15,603	13,366	51,994	50,467
5	Basic earnings/(loss) per share (Subunit)	9.90	8.48	32.98	32.01
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	9.50	9.50
		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 ($$)	3.6032		3.3686

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高生活费恐拖累销售．利直南前景保守

（吉隆坡6日讯）利直南控股（DKSH,5908,主板贸服组）受惠于农历新年推高销售表现，短期前景看俏，惟分析员忧虑生活费高居不下将打击消费信心，继而拖累表现。

大众研究指出，利直南控股各业务表现不俗，营销和分销业务的仓库成本在降低库存日后，维持稳定；物流业务在2017财政年，受惠于医疗保健销售增加而表现大好。

该行补充，尽管电讯业务录得超过30%的强劲销售，仅为物流销售带来10%贡献，不过，预计UMobile将会积极扩大市场份额。

大众指出，利直南控股多元化业务至电子商务领域，短期预计无法带来贡献，Famous Amos已转盈，预计在2018财政年表现可延续。

大众相信，利直南控股长期增长依然由大马中等收入群支撑，惟短期内，盈利增长料受高生活费，打击消费信心而放缓。

“马币维持在当下的水平，或进一步加强，则能为消费支出带来正面影响。”

大众维持利直南控股“跑赢大市”评级和5令吉目标价。



文章来源：
星洲日报／财经‧2018.03.06

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DKSH HOLDINGS (MALAYSIA) BERHAD

EX-date	27 Jun 2018
Entitlement date	29 Jun 2018
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final Single Tier Dividend of 10.0 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Dec 2017
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi,59200 Kuala LumpurTel: 03-2783 9299Fax: 03-2783 9222
Payment date	12 Jul 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	29 Jun 2018
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	0.1

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SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2018	31 Mar 2017	31 Mar 2018	31 Mar 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,455,673	1,369,668	1,455,673	1,369,668
2	Profit/(loss) before tax	14,480	13,509	14,480	13,509
3	Profit/(loss) for the period	10,808	10,046	10,808	10,046
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,808	10,046	10,808	10,046
5	Basic earnings/(loss) per share (Subunit)	6.86	6.37	6.86	6.37
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 ($$)	3.6721		3.6037

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SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2018	30 Jun 2017	30 Jun 2018	30 Jun 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,442,464	1,393,697	2,898,137	2,763,365
2	Profit/(loss) before tax	19,088	22,470	33,568	35,979
3	Profit/(loss) for the period	14,053	16,357	24,861	26,403
4	Profit/(loss) attributable to ordinary equity holders of the parent	14,053	16,357	24,861	26,403
5	Basic earnings/(loss) per share (Subunit)	8.91	10.37	15.77	16.75
6	Proposed/Declared dividend per share (Subunit)	10.00	9.50	10.00	9.50
		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 ($$)	3.6613		3.6037

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Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF A NEW SUBSIDIARY IN BRUNEI DARUSSALAM, FACC (B) SDN BHD
Pursuant to Paragraph 9.19(23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of the Company wishes to announce that its wholly-owned subsidiary, The Famous Amos Chocolate Chip Cookie Corporation (M) Sdn Bhd had on August 14, 2018, incorporated a new subsidiary known as FACC (B) Sdn Bhd. Please refer to the attachment for further details of the annoucement. This announcement is dated August 14, 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5883397

Attachments New Subsidiary.pdf