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.
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.
Aiyoyo, so many free time TK ar? Can see only Q1 ar? Q2 cannot see ar? FY2023 of course no good, FY2024 also no good lo. 1 week ago say good, Now say no good, don't know what Fxxxing research or anal-lysis is that!!!!
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.
1 week ago when want to sell , say this company good. After selling, TK lo, do many anal-lysis lo, then no good lo. Wakakakaka. Like that provide lots of value lo. Wakakakakaka. Even delete his post wakakakakaka. I hope 1QR will be bad that it drop kaw kaw. Wakakakaka.
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?
1 week ago say good. After finished selling the stock, say no good. This is a CONMAN trait lo !!!!!!! Bilis, beware of conman Sardin. Reminder! Sardin also can eat bilis lo. Wakakakakakaka.
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.
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"
In his dream he imagines ppl will buy and sell based on his TK. Wakakakakaka. Just check his comment in United Plantation and FPI and you will know he is a CONMAN pretend to know a lot but only TK. Wakakakaka. Its normal before ex date some shark will push the price up to trap bilis. For me, safe bet is received the dividend first, then eat abalone. Wait for QR out before decide buy or sell. Just as I mentioned 4 days ago.
Posted by ooihk899 > 4 days ago | Report Abuse
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.
The one dreaming himself 899. People with temperament like him won't be able to 899. The real conman is very mad when people contradict with him warning all bilis don't over take the risk to chase high destroyed his chance to sell at high. He is disappointed because has to hold99 instead of 899. "wakakakaka".
A lot of small business in US and Europe bankrupt. This trend is accelerating. All product sold to US and EU market will get affected LONG-TERM, not short-term. Don't buy when everybody get greedy like 899. Bilis must have a sharp mind to judge the very likely reason why 899 got mad. Those who intend to buy now, think twice. You have lots of opportunity to buy after some time. This time is not a good time. Too many greedy people now. And these greedy people already get stressed out like 899 and trying to attack people who shared opposite views. I think all of you have intelligence to judge what's the best for yourself.
Those who have guts to hold long-long are those who are not emotional. Those who give emotional statement and labeling themselves as long-term investors are pure liars.
Are you talking about yourself? Wakakakakakaka. I only wrote a bit and you not only wrote so much. Further cursing ppl. Who get emotional??? Wakakakakakaka. I just don't like CONMAN who one week say good then next week say no good. TK a lot and act like doing Anal-lysis. Wakakakaka
WoW, Coo ku reappear again ar? Your forum ar? Manage to buy cheap cheap or not? Or busy selling now? I hope I'm wrong, but I think difficult to go up. Block at 3.5 n 3.54. Warrant conversion price at 3.08 n 3.3. IB will try to push down.
Posted by Value Investor Coo1eo > 2023-01-16 11:04 | Report Abuse
899 you are just fly here. tkss. RM2.35~2.5 is what I THINK the market will price Uchi given the factors i listed above. Just my estimate as Mr Market can be bearish given that Uchi has no other growth drivers (unless you know something I dont) Anyways...no one understands Mr Market truly, and I could be wrong. Maybe fly up to RM5?
What show calculation? U want to learn? I dont think so, KNN ...you just want to mock at people. bugger off! Calculate yourself....CCB
899 - giving opinion is fair. but i think you like to 1 on 1 pick fights here. go to a boxing ring if u like to fight. here is investor forum. make your point, not need to fight with people here.
not my forum, but i just think if you both so in love with each other, take it offline
Shines, it's distribution by shark, you look at AmInvest TA report you will understand. Also, most ppl are waiting for US inflation report tomorrow before decide to goreng or not. Then again US debt ceiling D day also affect market sentiment.
Net profit of rm37.8 which include a gain on disposal asset of rm11.3m. With the gain on disposal, net profit is rm26.4m, slightly lower than Q1 2022. Still respectable net earnings despite a slow economy growth in Europe.
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....
Yu_and_Mee
3,455 posts
Posted by Yu_and_Mee > 2023-05-04 18:38 | Report Abuse
stagnant business model
cannot die but cannot be good anymore