Ooihk899 just inreased his bet before I give updates on warying info. And he is fustrated when I give warning just after he has bought more. He's really mad and hateful now. "wakakakaka"

And I like to sabotage conman's plan like yours.

Normally conman will make sound like "wakakakaka". True enough.

I think your logic came from under-developed brain. The real conman is the one waiting for higher price to sell but annoyed when other people give warning not to chase high.

Other than "Wakakaka" what else you know? Only the rubbish knowledge like "I hope this" "I hope that", "I want to buy more when it drops", all are rubbish. Who cares you buy or sell your underwear?

I would be happy if you continue to hold it. Unless I'm spoiling your plan then only it makes sense that you get mad. Again, you are just an old rude man with no value to share.

Most of the people only thought of the expiry of the tax exemption. I just pointed out other concerns in addition of that. That's just my view. I could be wrong. Different views & opinions are welcome. I am interested to sit and watch what happen througout the remaining days this month. I share these thoughts before the quarter result because there is no point to share after that.

As for growth in Asia Pacific, if you know the actual figure, and its weightage of the total sales, you won't mention it.

The revenue Uchi got from every single sale of the coffee machine is declining over the years. So the profit sharing by % is actually going down. This is masked by overall increased number of machines sold. So Uchi is a partner got a smaller share of the cake (you do not feel it because the cake has been made bigger). But in 2023 Q1 the whole cake will be smaller, the lowest Q1 result ever in the past few years, due to the situation in US and EU. Although Uchi exports to EU only, large part of the end product will end up in US. So US market play a very important role. In fact, US market has been the key driver of growth in the past few years. As for the projected report for 2023 - 2028 etc... You know these usually do not take into consideration the latest situation, or even the situation in the last few months. A lot of these authors missed to predict the rapid growth in 2021-2022 when people get locked down at home. Similarly they won't be able to give you the alarm when disastrous change is going to happen. They don't bother to do that because what they are predicting is 2028 as a whole result, so even if they lead you to the longkang this year, you can't say they are wrong.

You are just a rude old man with no value to share and attack people who take opposite stand with you.

If everyone already know how bad it is, then why are you bothered when I say it is going to be bad? Other than guessing people's intention, can't you do your own research and share your opinion based on what you observe?

I'm not sure why are you here? Not giving any info, analysis, and insight. Only open mouth to attack people.

If you only read the very basic report, you can only see "behind". You want to see "in front", then must do a lot more.

You can't just hope. Hope is useless. Must have info plus your own analysis.

That's because I "see" something more than what was disclosed in the report you mention. You always underestimate people. They even predict revenue in USD to be flat right. Well, let's see when Q1 report release.

Remember I predicted 2022 Q4 profit should be about the same or slightly higher than 2022 Q3, that's based on data too. If you like to follow my posts, go check other posts and judge yourself.

As for collecting after ex-, I tell you, experience told me that, the share price wont respond to what you say or what I say. Don't be naive. Experience told me that, investors are stubborn, and always regret after some time. The reason I share is to ex-change thought. You know who are the active big investors behind this stock in recent days trading then you won't be able to think like that.

It is true a lot of coffee business mushrooms. I hope they bought Jura machines. But after a few days of study and data collection, I changed my mind. The data changed my mind. I guess you havent sold your shares. You should be glad I tell you early. Those who do their homework will be able to understand and verify my thought.

Under this environment, consumer will downgrade their requirement to opt for manual and cheaper machines. This is because many M40 in Europe has become B40.

Very bad coffee machine sales (approx. reduced by half) in US market observed in 2023 Q1 due to sky high inflation and living cost. Inflation is even higher in Europe than in USA. Plus the expiry of tax exemption for 5/6 of the total products, I think profit will be shockingly damaged in coming Q1 report. Also Jura is facing very very fierce competition from Italy. The chances for Uchi price to fall below RM 3 ex-dividend and after announcement of Q1 report is now 70% according to my opinion.

https://www.theedgemarkets.com/node/664904

Wow, nice treat.

Hi Mooven, out of my curiosity, may I ask you what was the door gift? :)

Hi Observatory, it is both seasonality and more rain Q1 this year. The pattern I mentioned can be seen more obviously by m-o-m. You will find every year there is a sharp output recovery m-o-m. It normally happen around Mar +/- one month. This year it seems to happen in Mar-Apr. Let's see the crop output for Apr which is to be announced around 10th of May to verify.

For specific reason I was not able to attend the AGM yesterday. Is anyone happy to share what's been going on in the AGM?

And I think after the "great inflation era", it is not realistic to expect CPO to go down with meaningful trading volume at prices below RM 3,500 / MT. That is because at any price lower than that it will knock out new competitors and lots of small planters because production cost has been really expensive. This means that RM 3,500 / MT is already a very competitive price. I came to this conclusion after months of collecting data and research. If any analyst tell you the CPO price may go down to RM 2k++ based on the variation of movement of commodity price chart, that's plain bullsh*t.

Maybe some of you may be interested to know:
1. Production - the production rate normally "U-turn" and accelerate in the month of Mar or Apr. This pattern occured consistently every year and can be easily checked through historical monthly production data.
2. 2023 Q1 CPO selling price of RM 3,668 / MT is expected to be the lowest in year 2023. Much of these were contracted at RM 3,470 / MT back in year 2021, pulling down the average selling price in current quarter. The average selling price in 2023 Q2 is estimated to be considerably higher, at RM 3,812 / MT. This will further increase in 2H of 2023.

Hi Ooihk899, I think RM 1.10 minimum is quite possible. But I'm a little bit disappointed that more fertiliser were applied in Q1 but yielded a lot less fruits.

And because of high labour cost (salary), the operator are using machines so they could sell at more affordable price while saving headcount.

Since early 2023, coffee shops pop up like mushrooms in europe. You can see people selling coffee everywhere.

My estimation is 29.6~33.7 sen with higher chances on the lower side.

Guess how much is EPS for Q1?

Going to announce 2023 Q1 earning soon

Durian feast? Not mentioned in the notice leh... U makan their durian before ah?

Too bad this year AGM not to be done on-line. Unable to visit. The venue is Dewan Sanmarka Orang India. Why this time no more inside the estate? Thought got a chance to visit the estate, haiz...

True.

Hi Lionel Messi, targeted fuel subsidy in the brew as you expected.

I hope the durian tree can give us durian this year.

Throughout the 100 years history of UTDPLT, I didn't find any record of selling land (please correct me if I am wrong). So it may not be proper to measure the target price using the land value for small shareholders. But I agree that it worth more than RM 20 by asset value.

guess some of the customers already permanently left during MCO and stick to other suppliers. Destroyed by Ding Ding.

Technical rebound

How much is the potato chip in Eco Shop?

Hi Stockraider, I think Guocera should split from HLIND and pay the cash out as dividend so that we have the freedom whether or not to put that money into Guocera. So I think it has not done the best for shareholders like us. The earning and yield is still OK, but not attractive. It is a kind of stock you can only trust with a small percentage of your asset just like a stabiliser in a bottle of peanut butter.

Not likely to declare special dividend this year because the CEO mentioned before that they do not wish to increase the frequency of paying dividend in order to save cost. But we should not exclude the possibility of such corporate proposal in coming years. And of course, I will give this proposal a warm welcome.

Only when you can't take down that buffalo alone then only you look for a partner to do it, right? You look for a partner or associated company only when this is more profitable than you doing it alone, at least this is what normal shareholders think.

Hi Kwteoh, you're right that Wistron holds FPI shares. Wistron used to give some business to FPI, but contribution from Wistron has gradually reduce for the past 3 years (this is a public info you can get from Annual report). Why isn't possible for Wistron to take back a good business that she had once before awarded to its associated company (FPI) "to reward her shareholders"? If you as a Wistron's major shareholder and you win Sonos' contract through your own effort, why share it with people when you have already built your capacity to DIY?

I do not have evidence that FPI did not benefit from Sonos, but based on the revenue I believe so. I didn't see exploding growth of revenue in 2022.

Hi Pinnaclegrade,
1) Sonos' project goes to Wistron, and no longer to FPI anymore. FPI is not getting anything from there, not even the bread crust drops from the table.
2) But I think 2.66 is a good or reasonable price, even though I do not pick it up at this price.

Hi Lionel Messi, I agree that is not a con man. The biggest problem is I feel he is stingy lah. Already so much cash why not increase the payout ratio to 90%-100% woh. Everybody is getting old liao. Already hold more than 5 years lo. This durian tree only give me banana every year.

Whole Peninsular FFB yield drop in Mar. In Perak, average dropped 18.2% for all plantations. But UTDPLT suffer higher loss, exceeding 20%.