Posted by ooihk899 > 2024-03-02 20:05 | Report Abuse

Hope it can drop below 3.8.😉

Posted by Value Investor Coo1eo > 2024-03-04 16:05 | Report Abuse

Value should be around 3.3-3.6

Posted by pang72 > 2024-03-04 16:59 | Report Abuse

Uchi Technologies - Decent 4Q23 Performance May Continue
Date:
2024-02-28
Firm:
CIMB
Stock:
UCHITEC
Price Target:
4.30
Price Call:
HOLD
Last Price:
3.97
Upside/Downside:
+0.33 (8.31%)
4Q23 came in above expectations due to sustained strong US$ revenue
We believe its key customer in the coffee machine industry should anchor 7-
We raise FY24-25F EPS by 26-30% following the stronger-than-expected performance. Reiterate Hold, given its defensiveness and 6-7% yields.

Posted by pang72 > 2024-03-04 16:59 | Report Abuse

People happy for low entry price for 7% DY!!

Posted by pang72 > 2024-03-04 17:00 | Report Abuse

+ 26 to 30% growth for coffee lover. That is me!

Posted by lawkaw > 2024-03-04 19:59 | Report Abuse

vic TLN and SH BC

Posted by lawkaw > 2024-03-05 08:39 | Report Abuse

MK, u really look like a TLN, SH loh

Posted by troy88 > 2024-03-08 10:06 | Report Abuse

Still solid stock despite slight retracement lately. No worries..

Posted by pang72 > 2024-03-08 12:26 | Report Abuse

$4 mari lagi

Posted by Value Investor Coo1eo > 2024-03-08 15:09 | Report Abuse

over-valued :)

Posted by pang72 > 2024-03-08 16:15 | Report Abuse

It is, depend your expressions of technology stock..
It is way undervalued if you rated with pe50!

Posted by pang72 > 2024-03-08 16:16 | Report Abuse

If not for PE 50 but 7% dividend yield is comfortable

Posted by lawkaw > 2024-03-08 19:47 | Report Abuse

RM4? history liao 😅

Posted by ooihk899 > 2024-03-08 21:47 | Report Abuse

Depend on Q1 result. If manage to increase sales of
pioneer status product, above 4 is not a problem.

Posted by pang72 > 2024-03-10 10:40 | Report Abuse

Reiterate Hold, with a higher TP of RM4.30
We believe Uchitech’s strong FCF yields in excess of 8% should anchor generous payout levels of c.90%, translating into yields of >6%, the highest in the sector.

Posted by pang72 > 2024-03-10 10:41 | Report Abuse

Dividend+growth + upcoming technology boom..
It shld land to bursa pretty soon!!

Posted by lawkaw > 2024-03-11 17:02 | Report Abuse

RM 4.00? hahaha... this counter may disappoint you. may be next year or ...... its "high cholesterol" counter

Posted by lawkaw > 2024-03-11 17:10 | Report Abuse

sustainable at 3.80, u should be very happy liao

Posted by ooihk899 > 2024-03-15 15:41 | Report Abuse

Ya, you are asswholelutely right. Please sell all your holding.
Buy AI stock, YTL group's stocks or Htpadu.🤣

Posted by seekingsuan > 2024-03-15 15:55 | Report Abuse

00ihk899, 叫他全部出售油鸡科技股票，要大跌，一张不要留，德国企业破产

Posted by seekingsuan > 2024-03-15 15:58 | Report Abuse

掦忠礼电子，一级棒，油鸡要完蛋，快点卖

Posted by lawkaw > 2024-03-18 12:48 | Report Abuse

if break 3.80-3.79, next level 3.60-3.65, try fishing 3.55 😁😁😁

Posted by seekingsuan > 2024-03-18 17:30 | Report Abuse

地洗完了，目标價值4.2元

Posted by ooihk899 > 2024-03-18 18:29 | Report Abuse

Aiyo!😯 so fast finish washing? I hope it can
drop below 3.8 for me add a bit.

Posted by seekingsuan > 2024-03-18 18:44 | Report Abuse

宇琦科技是个好股，地洗完了，就要冲

Posted by seekingsuan > 2024-03-19 18:29 | Report Abuse

即將癸布的季度報告2024-05-23, 估计是五月季报有说另外7.5分股息，要等 agm通过决定发日期

Posted by lawkaw > 2024-03-19 18:41 | Report Abuse

1Q interim div not require agm approval. kalau ada div for 1Q, probably on april

Posted by lawkaw > 2024-03-19 18:45 | Report Abuse

except final div require agm approval

Posted by Value Investor Coo1eo > 2024-03-20 12:43 | Report Abuse

it is good to see that the price is normalizing to the true valuation. RM3.6 is my IV with MOS built in. More conservative RM3.3

Posted by Stirmungle > 2024-03-20 14:15 | Report Abuse

散户投资者受到惊吓。过度解读 mid single digit revenue decline in USD. 其实即便事实如此，美元对马币与去年比较升值幅度可观，可以大幅抵消这个负面影响。还有，那个还没有派出的7.5仙是2023财政年的收入，所以在估价的时候必须加入考虑。这个股票已有投资机构包括保险机构持有和加码一段时间，对这只股票的估值有深入的研究。加上这只股票的基本面与行业展望并不复杂，因此股价跌破基本面的时间和幅度必然是轻微的。所以我的看法是... 相信你也猜到了。当 Coo1eo 大叔做此声明，我的直觉告诉我，此时开始进场，赚钱容易，等它跌去 3.6 可以赚取暴利但机会相对小。资金大者，应该开始进场分阶段大笔敲进，资金小者可以迟些进场。

Posted by Stirmungle > 2024-03-20 14:23 | Report Abuse

4.10 * 95% = 3.89. 这是个简单的公式。4.10 是报告前的市场估值。报告预测营收降中个位数，假设5%（根据以往经验管理层通常采取保守披露展望的态度，就是事实往往比预期好的报告方式），所以乘以95%。加上还没派发的2023年度赚取的7.5仙和美元增值效应，可以看出已经明显跌出价值。

Posted by Stirmungle > 2024-03-20 14:31 | Report Abuse

另外再告诉你们一个消息，欢迎评论：
https://www.thestar.com.my/metro/metro-news/2024/02/02/swiss-coffee-machine-brand-opens-store-in-petaling-jaya

Posted by Stirmungle > 2024-03-20 14:35 | Report Abuse

其实还有很多很多很多可以分享的。但是这不是我一个人的blog。希望你们无私分享，也让我收益。

Posted by Shines > 2024-03-22 07:05 | Report Abuse

I would be sad if it can drops to 3.70 but on the other hand happy as I can start collecting, just my2s

Posted by Value Investor Coo1eo > 2024-03-22 10:54 | Report Abuse

Thank you @Stirmungle for such valuable insights presented in such a productive way. It is always good to get different views from other stakeholders of this wonderful company. Back in 2017, I valued Uchi at RM3.6 - this was based on my DDM and DCF analysis. So with my 15%MOS below RM3 was to me a buy. I am a small fry with limited bullets so prefer to buy value.
I believe today in 2024, Uchi needs to be rerated, and it is safe to say that RM4 is the value. Using my the same 15% MOS, RM3.4 is the number, but I will probably take more risk (given the business resiliency and overall sentiment) to use 10% MOS....i.e. RM3.6

Above is just my view, to each their own. All the best and I hope 2024 is another good year for Uchi

Posted by lawkaw > 2024-03-22 15:22 | Report Abuse

likely 3.70, if cant hold 3.70, then 3.65-3.60, tapi i prefer 3.55 🤑🤑

Posted by EngineeringProfit > 2024-04-04 08:34 | Report Abuse

Can wait

Posted by seekingsuan > 2024-04-08 17:55 | Report Abuse

4.2元目标要来了

Posted by lawkaw > 2024-04-08 18:39 | Report Abuse

any support your tp 4.2 is coming back again or may be you want to dispose?

Posted by lawkaw > 2024-04-16 11:26 | Report Abuse

company is good. but, someone is trying to play funny with this counter. so, time being don't touch this share. stand at the side line see see walk walk first. don't get trap!

Posted by Value Investor Coo1eo > 2024-04-16 12:24 | Report Abuse

value trap already if you think this is >RM4

Posted by Stirmungle > 2024-04-16 18:41 | Report Abuse

不出两个星期即将公布7.5仙股息。趁庄家反复砸盘收割韭菜，我们收割庄家的成果，捡现成便宜，第二波操作。为何 Jura 推出C8，你知道这是主打哪个市场，Jura 布的是什么局，它当前面临的挑战是什么，它想开拓什么机会，C8的开发有什么战略意义以及随之而来大概率的影响，欢迎评论。我会在两个星期之内发表我的看法。

Posted by Shines > 2024-04-17 14:24 | Report Abuse

Of late, recently all div paying shares drop after xd, wondering is it beneficial to buy shares for dividens

Posted by EngineeringProfit > 2024-04-17 14:31 | Report Abuse

Can wait to buy cheaper.......be patient

Posted by lawkaw > 2024-04-18 14:20 | Report Abuse

7.5 cents final dividend declaration should be within 22 - 28 may. refer to their past history, i dont think within 2 weeks now. unlikely.

Posted by lawkaw > 2024-04-18 14:35 | Report Abuse

yes, you can buy shares for dividend, but, priority to consider is company fundamental.

Posted by ooihk899 > 2024-04-18 19:06 | Report Abuse

Final dividend have to wait for approval in AGM.
Most likely AGM date will be the ex date.
Have to wait for AR out only will notify AGM date.

Posted by lawkaw > 2024-04-19 12:06 | Report Abuse

yesterday up 4 cents, today payback 😂😂😂

Posted by ooihk899 > 2024-04-19 13:50 | Report Abuse

No need to worry about up or down.
Coming QR more important ma.🙂

Posted by Stirmungle > 2024-04-19 17:57 | Report Abuse

7.5 sen 来了。不出所料。