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2022-04-26 20:42 | Report Abuse
"Nevertheless, due to the large inverse in prices between the spot and future month contracts, contribution has been reduced somewhat." This statement is so bo-cheng-co. "reduced somewhat"? I hope it can be more precise and professional.
2022-04-26 19:57 | Report Abuse
Does anyone know the production capacity of Unifuji? Does the production run 7 days a week?
2022-04-26 16:04 | Report Abuse
@Stockraider, your CPO selling price is different from the quarterly report.
2022-04-25 17:42 | Report Abuse
@Thirai Thiraviam, it has reached your target buying price. :)
2022-04-25 17:39 | Report Abuse
Chip drops means the end product can be produced more cheaply. Isn't it a good thing for both the manufacturer and consumer?
2022-04-22 18:12 | Report Abuse
That was the first time. 2nd time is this https://www.zigwheels.my/new-motorcycles/yamaha
2022-04-22 16:34 | Report Abuse
Hi JKing, may I know from which source you got to know that Roland is FPI's second largest customer?
2022-03-18 11:23 | Report Abuse
Hi Ooihk899 and the rest, did anyone calculated 2021 Q4 UTDPLT actual average CPO selling price?
2022-03-17 17:33 | Report Abuse
My estimation is for Jan - Feb 2022 only
2022-03-17 17:32 | Report Abuse
Hi Ooihk899, my estimation is around RM 4000. The figure stated in AR is for "less than 6 month" and may not be all accounted for Jan to Mar 2022.
2022-03-16 16:02 | Report Abuse
@ooihk899, you predicted 90 to 120 mil for entire Q1 or just for Jan and Feb? My prediction for Jan and Feb in total is 98 mil. Would you be able to estimate the average selling price of CPO for Jan & Feb from all the information you could pull out from the Annual Report?
2022-03-15 22:28 | Report Abuse
@somo1, UTDPLT publish early annual report to save the work for Q4 report.
2022-03-15 22:27 | Report Abuse
@ooihk899, would you like to predict 2022 Q1 EPS?
2022-03-04 22:39 | Report Abuse
I think like many other EMS, FPI too is hiring both local and foreign workers but I do not know the ratio. To achieve a high degree of automation might not be realistic for complicated assembly because the product design is determined by customer and the design always change because of the need to produce new models every year. Also, due to pressure to complete product development in very limited time, a designer might not put as much effort to think of manufacturability of the design but to quickly finish the project. So I believe they still need lots of workers even though they could automate some of the processes. As for the business prospect, I agree with you that it is easy for the OEM to register double digit growth for smart audio and musical instrument section provided the OEM is attached to the right customer. FPI has been allowed to work full swing and achieving higher revenue in Q4 qoq and yet is still facing shortage of labour. If OT is able to solve the labor problem they wouldn't have mentioned this in the report. That means, order in 2022 should be considerably higher than 2021. And I believe Taiwanese's capability to solve problem.
2022-03-04 15:02 | Report Abuse
@zzprozaz, raised already, more than enough to cover cost hike and prosperity tax and profit increase if monthly TIV maintain above 40,000.
2022-03-04 14:58 | Report Abuse
I'm expecting revenue and profit growth in 2022 to be 10% or more.
2022-03-04 14:57 | Report Abuse
@Thirai, I think revenue growth came from Roland, Sony and increasing orders from other customers and maybe a new customer. I believe contribution from Wistron will increase tremendously in 2022.
2022-03-04 12:47 | Report Abuse
In the quarter report and annual report, you can see related party transaction with Wistron.
2022-03-04 12:46 | Report Abuse
FPI is OEM / ODM for Sony, Bose (not sure about present), Kenwood etc. I'm not sure who are the top 3 customers of FPI but I believe they are Sony, Roland and Sonos (through Wistron). Is that possible for you to get some verification from other sources?
2022-03-04 12:42 | Report Abuse
@Thirai Thiraviam, I think resent sell down of FPI is due to market's over worry about the spilt effect of this news: https://focusmalaysia.my/andy-hall-severing-ties-with-vs-industry-for-backtracking-on-its-promises/
2022-03-01 21:47 | Report Abuse
Oil palm trees are also entitled for holidays? o_o
2022-03-01 21:45 | Report Abuse
"...palms entered into a resting phase" what does it mean by "entered into a resting phase"?
2022-02-25 23:35 | Report Abuse
Hi Pinky, I run a quick check, from 2011 to 2020, average difference is +3.1% but individual year difference could be very big, from -20.4% (2011) to 42.4% (2019).
2022-02-25 17:06 | Report Abuse
Deduct the 20 sen to be received soon, if you buy at 3.81 it is like buying at 3.61 post dividend. Would you pay something that gives 20 sen div per year, annual EPS close to 40 sen with aggressive growth and net cash of above 80 sen per share (minus the 20 sen div) for 3.61? Maybe it is the most value for money of EMS stock in Malaysia at the moment.
2022-02-25 10:26 | Report Abuse
Look at the white candle sticks before quarter report out, probably that explains why the price does not move as strong and fast today.
2022-02-24 19:50 | Report Abuse
This year AR a little bit late
2022-02-24 18:36 | Report Abuse
Hi Supersing, I think utdplt is still better than petronm
2022-02-24 16:49 | Report Abuse
Hi LossAversion, I mean the one disclosed as "major customer" in the annual report.
2022-02-24 16:38 | Report Abuse
Everything looks fine for me except the price of the forward sales / commodity future. Lets see the annual report that is soon to be released.
2022-02-24 16:35 | Report Abuse
Hi Supersing, the stock doesn't know that you own it.
2022-02-24 15:21 | Report Abuse
It is half by revenue. But could be far more than half in tonnage. Hmmm.....
2022-02-24 15:19 | Report Abuse
Half of the CPO sold to related party... could this be the reason?
2022-02-24 14:37 | Report Abuse
I'll be happy if proven wrong. But that's my worry until now.
2022-02-24 14:36 | Report Abuse
The chances of price going too high is always greater than the chance going too low, I mean in long term. That's because the bottom of the price is somewhat limited by the production cost of the most competitive producers. If these two risks are given equal weights in forming the contract, the shareholders are going to loose big in long term.
2022-02-24 14:31 | Report Abuse
I had a feeling the selling price won't go up substantially next quarter. I believe there's something wrong with the method of pricing in the commodity future....
2022-02-24 14:27 | Report Abuse
Hi Ooi, I wrote already. No reply yet. That would be nice if anyone has asked and got a reply and is willing to share...
2022-02-24 13:45 | Report Abuse
But I thing I couldn't understand. Why they continue to sign the contract at very low prices because I think they had months to do the correction since Jan 2021 and until Sep 2021 they are still selling CPO at around RM 3000. Is this incompetency of the management in this area?
2022-02-24 12:56 | Report Abuse
Before this I was expecting 18 sen total dividend per year
2022-02-24 12:55 | Report Abuse
Expecting 14 sen dividend annually plus 1 or 2 sen special dividend.
2022-02-24 10:47 | Report Abuse
Sales remain strong. Just that cost is high. The high cost will be soon transferred to the consumers.
2022-02-23 17:59 | Report Abuse
We do not know how deep and how long the company is bound to the contract to sell the CPO at low prices.
2022-02-22 16:05 | Report Abuse
Maybe because of considerable correction (reduce) of the gross margin to normal level of 12%+.
Stock: [FPI]: FORMOSA PROSONIC INDUSTRIES
2022-04-27 09:44 | Report Abuse
@Thirai Thiraviam, looks like there are motivated sellers. I haven't found any bad news so far and that worries me. Are you in electronic fields or working in purchasing department?