Uchitec's margin so high, let the PH Govt tax abit la while applying for more exemptions on new designs. More important is the good governance and ways to increased customers base and therefore increased revenue
Epf's increase or decrease in its shareholding has practically no impact on UTB's business development. I think there is no absolute good or bad in everything.
1. Reduce stock holdings - the resulting decline in stock prices will create low-cost acquisitions for potential buyers.
2. Increase stock holdings - under the premise that the company's profit does not increase, if the number of shares increases, the earnings per share will decrease.
real risk - 1. Single customer 2. Demand 3. Competitors present 4. Substitutability
@tax is not within the risk, speculation is another matter.
It's difficult to know how is the luxury coffee machine market trend for those not in the industry like me. But for sure UCHI management is an integrity teams who work tirelessly to maintain their top notch coffee machine tech and hopefully they would have actually ventured into more industry for what they can achieved and do not relying in one industry.
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.
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.
5 days ago Sardin selling, so say something good bout' the company. Today say no good cause finish selling the share. Now he is waiting to collect after ex. Wakakakaka.
Posted by Sardin > 5 days ago | Report Abuse
Since early 2023, coffee shops pop up like mushrooms in europe. You can see people selling coffee everywhere. And because of high labour cost (salary), the operator are using machines so they could sell at more affordable price while saving headcount.
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.
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.
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.
TKLSS, never read report, only TK here n there, act like doing a lot of research. Wakakakakakaka......... The management already provide guidance for FY 2023 revenue. Also, already gave guidance on profit situation last yr when only 1/6 of products get pioneer status. No Need research also know profit will drop lo. Wakakakakakaka.
I just hope after Q1 & Q2, the price will drop kaw kaw so I can collect a bit. I hold some of the stocks long term just for stable dividend only. Seldom buy and sell.
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.
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?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
observatory
1,065 posts
Posted by observatory > 2023-01-20 00:34 | Report Abuse
Amid the disappointment, EPF has crossed the 5% reporting threshold. EPF held 15 million shares in Mar 2022. It has increased to 23 million.