Vriddhi Consulting

Punit Khanna

Focused on Asian Small-mid cap market space with long term investment horizon.

DKSH Malaysia ( Selective Capital Reduction)

DKSH Malaysia Stable Free Cash Flow Generating Business Available at Attractive Valuations

DKSH Malaysia: Selective Capital Reduction Scheme Has Failed

Independent Insight Provider

Equity Bottom-Up

DKSH Holdings Malaysia / Equity Bottom-Up

<ul>
<li>DKSH announced a good set of 2nd quarter results. Revenue up 11% &amp; PAT up 35%</li>
<li>The 2nd quarter is a seasonally low quarter for the company as the festive season happens in the first quarter</li>
<li>A healthcare business that has a higher margin than the consumer business showed better growth than the consumer business, leading to improvement in the margins</li>
</ul>
        <div class="content-highlight">
        <h2>Raising Money for Persons with Disabilities in Singapore</h2>
        <p><strong><em>For your kind consideration</em></strong></p>
        <p><em>This report has been prepared by Vriddhi Consulting, founded by Punit and Debjani Khanna. A portion of the research was contributed by Shubham Khanna, an individual on the autism spectrum.  We are grateful to Smartkarma for providing a platform to share this research and amplify its impact.</em></p>
        <p><em>All proceeds from the publication of this report will be donated to support people with disabilities in Singapore. If you find this report valuable, we invite you to support our campaign, “Raising Money for Persons with Disabilities in Singapore.” Every contribution directly benefits the Goh Chok Tong Enable Fund and qualifies for a 250% tax deduction for Singapore tax residents.</em></p>
        <p data-start="635" data-end="669">To contribute, <a href="https://www.giving.sg/donate/campaign/raising-money-for-special-needs-persons-in-singapore" target="_blank" rel="noopener">please visit this URL.</a> </p>
        </div>
        


DKSH announced a good set of 2nd quarter results. Revenue up 11% &amp; PAT up 35%
The 2nd quarter is a seasonally low quarter for the company as the festive season happens in the first quarter
A healthcare business that has a higher margin than the consumer business showed better growth than the consumer business, leading to improvement in the margins

        
        Raising Money for Persons with Disabilities in Singapore
        For your kind consideration
        This report has been prepared by Vriddhi Consulting, founded by Punit and Debjani Khanna. A portion of the research was contributed by Shubham Khanna, an individual on the autism spectrum.  We are grateful to Smartkarma for providing a platform to share this research and amplify its impact.
        All proceeds from the publication of this report will be donated to support people with disabilities in Singapore. If you find this report valuable, we invite you to support our campaign, “Raising Money for Persons with Disabilities in Singapore.” Every contribution directly benefits the Goh Chok Tong Enable Fund and qualifies for a 250% tax deduction for Singapore tax residents.
        To contribute, please visit this URL. 
        
        

DKSH Malaysia: Good Set of 2nd Quarter Numbers with Attractive Valuations