Hi Dhando, did you use the paid service?
Your 2022 Q1-Q4 EPS interpretation is about the same as mine. Unfortunately your averge price is higher.

Hi Vincent8864, to be conservative, just assume 21 sen.

Hi Dhando, after looking at the US import data, what are the good insight that you could draw from there? I'm not lazy to look at it myself but just want to know how other great minds think.

After asking yourself these questions and looking back at yourself, you'll understand yourself better.

If you have been watching this stock... and following this blog... and you think this stock is good... and you had the intention to buy... I don't know what are you waiting for...

Price too attractive today. Stop thinking about how good this stock is or you as a fundamental investor if you don't buy some at this price and but bought at price a lot higher before this. W.B. said if you are not going to buy more when the price drops heftily then don't buy it at all in the beginning.

The best timing to buy throughout the year. Isn't it? Very reasonable price just before the announcement of near record high quarter and annual result.

Had been difficult to collect ticket. No seller below 9.20. :)

Bullish. Price is heading towards RM 17.00.

1) How much EPS you think FPI will deliver for 2023 Q1?
2) How much EPS for 2023 Q1 would be enough to satisfy your expectation?
I will update and share my view by next Friday, if I do not forget. :)

Long-term investors have good patience and do not act and talk like a scumbag. Judge 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.

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.

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.