Stirmungle

Stirmungle | Joined since 2023-05-10

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3 weeks ago | Report Abuse

3.85 进,又赚价差又赚股息。

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3 weeks ago | Report Abuse

目前为止,只看到美元销售额下降个中个位数,而不是高个位数。这个下降主要是疫情过后超低温冰箱销售回调的正常现象,已经降无可降,明年该是恢复成长的时候了。看样子全年派息有可能超过24仙,股价应该4以上。

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3 weeks ago | Report Abuse

怎样?之前3.85进场不错吧?

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1 month ago | Report Abuse

Sharp investor know how to invest and speculate. Both of these are important to make up complete skill of investment. Investment decision is made on prospect and your guess on how things will develop in future, so this is a kind of speculation also. Even if one is fundamental investor, your understanding on future fundamentals is also a kind of speculation. You can't really take away the element of speculation when evaluate a stock. However, your speculation must be rationale and reasonable. If no idea to do it, just read quarter report. If you have the capability, then do your own forecast based on trend research and insight drawn from relevant information.

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1 month ago | Report Abuse

Any of you ever thought of just in case, next year Uchi
i) expands production, or
ii) starts to manufacture new product for a new customer
How possible is that?

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1 month ago | Report Abuse

Forex gain, not forex loss.

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1 month ago | Report Abuse

Special dividend special dividend lai lai lai...

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1 month ago | Report Abuse

If USD appreciates 7%, Uchi price may soar 10% excluding the anticipated economy recovery post Ukraine war. Take note that interest rate in both US and EU are going down which means more disposable income for people to improve their lives. It will be too late when you see too many people put up the same comment because once concensus is achieved then Mr Market will be waken up and do the pricing very efficiently.

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1 month ago | Report Abuse

USD is gaining strength and will be even stronger than what you see now. Ukraine war is going to end soon. EU economy will not only recover due to cheaper energy price but the rebuilding of post war Ukraine will stimulate EU economy especially the main Western powers such as Germany and France. And good coffee supply is so important to keep people busy on that. More importantly, if peace is resumed, EU product will re-enter Russia market.

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1 month ago | Report Abuse

1. Being very long here doesn't necessary an advantage, insight and judgment carry more weight
2. Investment is all about taking calculated risks and managing uncertainties. There will be no opportunity left for everything that is already sure.
3. You will be able to catch at RM 3.60? I am very sure that you will never be sure. But I caught it at 3.85. I might be catching more at 3.60. But I think 3.85 is fair and good. For wonderful business, I don't ask for wonderful price, because that could be wasting time, opportunity and life.
4. In the long run Ringgit will be most of the time weak against USD due to Malaysia's economy structure. I believe that our government intend to make RM steady instead of making it strong.

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1 month ago | Report Abuse

I disagree and collected some at 3.85

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1 month ago | Report Abuse

下面饿鬼这么多,烧饼降价没几分就吃光了。

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1 month ago | Report Abuse

这就是某一种人性咯。

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1 month ago | Report Abuse

seekingsuan, 他们不是看不起,而是出不起合理价。坐在这里等了大半天,减价的时候不敢进,现在不愿进,也不希望别人得到。这就是他们生气的原因。

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1 month ago | Report Abuse

There are a lot more "open secrets" or research. I will share with you one fine day. Cheers!

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1 month ago | Report Abuse

There is only 1 month away from dividend and quarter result announcement. Chances for special dividend is good because the retained profit will be subjected to additional 2% dividend tax if it were to be distributed next year. And, the Ukraine war is bound to end, once the war is over, Europe's economy is going to recover and coffee machine business will be back to higher growth. Next year you will enjoy more tax exemption because of new and smarter products. Now you see time is our friend now. Hold your shares and you will be rewarded. Not likely the price will go back to 3.80 because the date of next dividend is nearing and improving fundamentals including strengthening of USD. Also, the 2% dividend tax will trigger the minimum dividend threshold of some investors and they will start to discard low dividend yield companies and switch to high dividend companies like Uchi in order to seek for "dividend compensation".

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1 month ago | Report Abuse

Coo1eo, be patient. Bad temper is not good for investment. Over time, Uchitec shares will be more concentrated in the hands of institute Investors. Sustainable dividend 24 sen or above, how low can you expect the price to go? With so many funds that could could be satisfied with as low as 5% dividend yield and tons of patience to wait for decades, how much you think the price will dip? Unless a world wide crisis like covid 19 hit every stock at the same time then only you got this chance because as rich as these funds are they don't have enough money to buy all the stocks in the market at ridiculous prices. So, upgrade yourself please.

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2 months ago | Report Abuse

股价由低转高的关键处于利多和利空的转折点。我的原话。

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2 months ago | Report Abuse

各类基金包括保险和退休基金觊觎宇琦很久了。今时不同往日,大家都聪明多了,所以。。。我就此打住。有能力者,自己明白。无能力者,不听也罢。

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2 months ago | Report Abuse

一直到明年初的销售额已经对冲美元4.54. 所以前两三个月的美元走弱不会影响短期的公司盈利。最近马币迅速转弱,所以对明年全年的隐忧大幅抵消。开发中和今年上市的新品60%全免税,所以明年免税额会相较今年大幅提升。虽然咖啡机在德国的销售遇挫,但是美国和澳洲的销售大增。整体来说,明年的盈利至少应该和今年持平或更佳。近年,优瑞开始积极进入很多国家以代理方式销售,所以2025至2030将是新的成长阶段。这些是投资宇琦的人需要注意的。所以价格往下推很费劲,往上推则还有利可图,尤其是周围国家如泰国菲律宾,大国如美国都初利率下调趋势,那么宇琦科技的投机空间就相对大,风险相对小。展望未来两年,股价5块不算贵。如果你注意新品开发,优瑞为了拓展市场,本来只针对办公室咖啡机,但是现今开始攻略商用咖啡机。还有很多,自己参详吧。。。

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2 months ago | Report Abuse

懒得争辩,下个月自己看季报。

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2 months ago | Report Abuse

@Coo1eo. You missed some details in the report. But not everyone missed it. The huge buying volume is an obvious proof. Nobody is going to risk that much money for nothing, isn't it? Then you will ask why it only appear in a day and did not continue the 2nd and 3rd day? You know what, why should I answer a million dollar question for nothing? It is good to see you puzzled.

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2 months ago | Report Abuse

Above is my own research and prediction. You can verify the fact by second half of next month.

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2 months ago | Report Abuse

Extraordinary EPS in Q3. Under certain circumstances you can get better earning despite lower revenue. Also, Jura's performance was superb in USA during Q3.

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2024-07-19 16:18 | Report Abuse

这个价位用此战术,庄家压价不成反被我们用合理价不断买进,不出一个月庄家必定偷鸡不成蚀把米,股价回到4块钱以上。

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2024-07-19 16:16 | Report Abuse

这个时候要用八路军的战术,敌进我退,敌退我进,用吸星大法和运动战消耗敌人增强自己的实力。

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2024-07-19 16:13 | Report Abuse

如果庄家要累积股票,此时不出拳,就没有机会了,因为接下来好几个季度股价会收到股息强力承托。

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2024-07-19 16:11 | Report Abuse

庄家通常会在市场悲观时出七伤拳。不然的话等下个月尾就没有出拳的时机了。下个月尾出拳伤自己多过伤别人。

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2024-07-18 17:41 | Report Abuse

现在庄家在出七伤拳。现在第一季EPS 7仙,第二、三、四季摊平算7仙每季非常之保守都有总共28仙,公平计算则是30仙或以上。

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2024-07-18 17:33 | Report Abuse

Next month will announce dividend.

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2024-07-18 17:32 | Report Abuse

28 sen dividend FY2024 very possible

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2024-07-04 16:03 | Report Abuse

还有一个影响深远的,令人振奋的,还没发酵的市场因素,一个超大市场的开发,目前还没有人发表过。但是本王观察到的是一般大众的短视,浅海捕捞。因此庄家借此打压股价吸筹。众韭菜要是有雪亮的眼睛,敏锐的头脑,反杀过来,必定重创庄家,满载而归,丰收三年。

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2024-07-04 15:30 | Report Abuse

你想想,今年推出的产品是在今年的高峰销售期卖还是明年?当然是今年。你看看新产品都什么时候推介的?举一反三,不必本王多说了吧!那明年又是如何呢?如果明年税务少于12%一点都不奇怪。要知道高端产品必然售价高于低端产品。要是百分60的新产都是享有税务减免的高端产品,那么免税的销售额必然远远高于百分之60。明白吧?

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2024-07-04 15:25 | Report Abuse

现在的大趋势是什么?高科技白热化。什么人工智能,高阶晶片。Jura最赚钱最畅销最有优势的产品是Jura系列中的中高端还是中低端?当然是中高端。所以哪有不争先主打最先进的功能呢?你看看最近Jura的网站就知道了。高端产品当然很可能用到最新获得税务减免的科技啦。正如本王所料。“…about one-third of the 20 projects we enter mass production in 2024, with around 60% of these expected to benefit from the pioneer status incentive. We anticipate that the pioneer status projects will contribute a higher percentage to revenue in 2024 compared to 2023…”

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2024-07-04 11:09 | Report Abuse

你们想不想知道为什么本王说税率会有惊喜?本王又是如何"知晓"的?想知道就留言666。若有10个人留言本王就分享。

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2024-07-03 17:13 | Report Abuse

很多人学的是专注什么。但是应该忽略什么也是非常重要的。

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2024-07-03 17:11 | Report Abuse

当大家都过于小心的时候,本王非常贪心。当大家的眼球太过专注那不太靠谱的短期预测,本王看重的是消费和生活的大势。所谓势如破竹。破竹之时偶尔遇到小节和一些阻力,但是势不可挡,竹裂到底是轻易的。要有法人的眼光,知道法人看重的是什么,你就知道什么是应当忽略的。

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2024-07-02 18:15 | Report Abuse

三日内定乾坤

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2024-07-02 18:09 | Report Abuse

且看我运筹帷幄,决胜千里。

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2024-07-02 16:11 | Report Abuse

手上有票的抓紧。守一个星期必有收获。卖了后悔。

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2024-07-02 16:01 | Report Abuse

今年税率会有惊喜哦

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2024-07-02 15:58 | Report Abuse

没有人买我3.97扫光。这几天会有大好消息

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2024-05-28 11:40 | Report Abuse

清兵胸口掛個"勇"? You watched too much low budget Hong Kong TV series. If no gut to buy at 3.93, ain't have courage to buy at 4.03.

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2024-05-24 16:52 | Report Abuse

If price remains at 4.11 that means there are still a lot of so-chai. Then it is good for you. If price goes up to 4.30 means the ready and smart thinks that is the time to take action.

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2024-05-23 23:09 | Report Abuse

And possible to close above 4.30

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2024-05-23 23:07 | Report Abuse

I think it will gap up at least 10 sen. Don't underestimate other people... Now Mr. Market is better educated.