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2023-05-19 14:55 | Report Abuse
Price is heading south on the fear of El Nino hurts crop yield
2023-05-19 11:28 | Report Abuse
Although reported only 21 sen EPS, the actual EPS is 24.8 sen if we exclude the "demolition of useless assets of the old tile factory appeared to be 12 million on the book". Remembered I told ya one month ago they had demolished the Guocera old tile factory? Current share price is supported by sustainable and conservative dividend payout at 6% dividend yield. 2x FD rate with a very solid state of balance sheet. Not very exciting but something you could rate it as a "bond share" and especially good for people with very large capital to invest where capital safety is first with very reasonable return.
2023-05-15 13:58 | Report Abuse
Next Q EPS 6.2 sen to 8 sen. More likely to be around 7 to 8 sen.
2023-05-15 11:53 | Report Abuse
Good quarter result and whole year result soon to be announced. Hope to get historical high of final and special dividend.
2023-05-13 18:41 | Report Abuse
It is very understandable if 2023 achieve slightly less than 2021 and 2022, say 10% less revenue and profit. This is because 2021 and 2022 were an unacceptional years with lots of one-off events. A performance that is 10% or even 15% less would be still an excellent result.
2023-05-13 18:33 | Report Abuse
It could also be partially due to more expensive finance cost to hold the shares as BNM had just raised interest rate few days ago.
2023-05-13 18:30 | Report Abuse
The very recent sell down especially yesterday is not likely from "early informed", unlike what was suspected before the announcement of Q4 result. This is because they would have already jumped off the boat long before and don't have to wait until now. More likey this time it is caused by "scared uninformed" and those who excercised share options but somehow failed to sell at good prices.
2023-05-13 18:18 | Report Abuse
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.
2023-05-13 18:02 | Report Abuse
Hi Vincent8864, to be conservative, just assume 21 sen.
2023-05-12 21:27 | Report Abuse
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.
2023-05-12 16:09 | Report Abuse
After asking yourself these questions and looking back at yourself, you'll understand yourself better.
2023-05-12 16:07 | Report Abuse
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...
2023-05-12 16:04 | Report Abuse
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.
2023-05-12 12:21 | Report Abuse
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.
2023-05-12 12:19 | Report Abuse
Had been difficult to collect ticket. No seller below 9.20. :)
2023-05-12 12:09 | Report Abuse
Bullish. Price is heading towards RM 17.00.
2023-05-12 12:00 | Report Abuse
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. :)
2023-05-07 15:58 | Report Abuse
Long-term investors have good patience and do not act and talk like a scumbag. Judge yourself.
2023-05-07 15:57 | Report Abuse
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.
2023-05-07 15:54 | Report Abuse
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.
2023-05-06 21:29 | Report Abuse
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"
2023-05-06 21:26 | Report Abuse
And I like to sabotage conman's plan like yours.
2023-05-06 21:25 | Report Abuse
Normally conman will make sound like "wakakakaka". True enough.
2023-05-06 21:23 | Report Abuse
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.
2023-05-05 17:53 | Report Abuse
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?
2023-05-05 12:14 | Report Abuse
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.
2023-05-04 21:14 | Report Abuse
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.
2023-05-04 19:00 | Report Abuse
As for growth in Asia Pacific, if you know the actual figure, and its weightage of the total sales, you won't mention it.
2023-05-04 18:54 | Report Abuse
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.
2023-05-02 16:24 | Report Abuse
You are just a rude old man with no value to share and attack people who take opposite stand with you.
2023-05-02 13:27 | Report Abuse
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?
2023-05-02 13:24 | Report Abuse
I'm not sure why are you here? Not giving any info, analysis, and insight. Only open mouth to attack people.
2023-05-02 12:32 | Report Abuse
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.
2023-05-02 12:29 | Report Abuse
You can't just hope. Hope is useless. Must have info plus your own analysis.
2023-05-02 12:27 | Report Abuse
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.
2023-05-02 11:58 | Report Abuse
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.
2023-05-02 11:50 | Report Abuse
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.
2023-05-02 11:45 | Report Abuse
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.
2023-05-02 10:22 | Report Abuse
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.
2023-05-02 10:19 | Report Abuse
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.
2023-04-28 22:15 | Report Abuse
Hi Mooven, out of my curiosity, may I ask you what was the door gift? :)
2023-04-28 22:07 | Report Abuse
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.
2023-04-28 14:54 | Report Abuse
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?
2023-04-28 14:41 | Report Abuse
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.
2023-04-28 14:31 | Report Abuse
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.
2023-04-27 23:15 | Report Abuse
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.
2023-04-27 10:06 | Report Abuse
And because of high labour cost (salary), the operator are using machines so they could sell at more affordable price while saving headcount.
Stock: [UTDPLT]: UNITED PLANTATIONS BHD
2023-05-19 20:38 | Report Abuse
Serious rainfall in Feb and Mar, extreme heat in Apr and May and many months to come... I think CPO output in Malaysia for 2023 will be reduced instead of increase 2% as predicted by many analysts... The production forecast might no longer valid. Inventories will continue to go down due to poor harvest. El Nino normally lasts 2 years or longer. So I think there will be shortage by end of this year.