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DKSH Malaysia got a one time boost
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i4value
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14-Sep-2024 09:13
Yells: "i4value.asia" |
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2019 was a crucial year for Bursa Malaysia DKSH. It acquired Auric Pacific that had a strong presence in the food service channel. It also covered chilled and frozen products in both food service and grocery channels. The acquisition boosted DKSH revenue growth. Furthermore, returns that were declining for some time seemed to reach the bottom in 2019 and began to improve. But these improvements seem to be tapering off suggesting that the 2019 acquistion was a one-time boost. The positive sign is that there is more than 30% margin of safety at the current market price. These suggest that if you are going to invest in DKSH, it should view it as a cigar-butt investment rather than investing in a compounder. |
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