@stirmungle - do you know, i have been in since 2013. I started at RM1.34 So I know what I am talking about. You have a good POV and I respect that. But its just a POV, and there are so many variables at this time that no one can be sure what will happen. I know for sure that within the next 52W, I will be able to catch RM3.6 and less...and the difference between between us is that I am patience and have a long-term view to wait. Because I know I will be rewarded for waiting :)
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.
@Stirmungle. I like your last comments and you really make sense. Thank you my friend.. the fact that we are both here just means that we already know what a wonderful biz is about.
Just a hypothetical question. Even though the owner is a Taiwanese, we know that Uchi's main business is based in this country.
But the owner also has a small business interest in Taiwan if I'm not mistaken.
If China decides to invade or go to war with Taiwan, how will this affect Uchi's share price? Since our main core business is located here in Malaysia, do you think it will affect Uchi's business here?
Its just a "what if" question scenario. What do you guys think?
@mylo my friend, Uchi business mostly targeted in Europe country, Jura, Swiss company, his biggest customer. Uchi also expanded his business in US. So, Uchi business not locally.
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.
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.
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?
chances there, very high. New product enjoys tax exemptions for income derived from the design. real-time centralised energy measurement and control systems, high precision hot fluid temperature control systems and ultralow temperature and mass sensing control systems for bio-chem equipment.
@mylo no worry about sentiment la. This invasion unlike Russia /Ukraine, Israel/Palestine war, Middle East tension. if sentiment down, I strongly suggest you to buy loh, certainly I will loh. Just to tell you, I got it's bonus issue and cap repayment many years ago, that's why now I don't hurry to buy unless like what you worry about sentiment down loh 😝😝😝
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.
@mylo Uchi had been around a long time since China and Taiwan conflict. It's very unlikely that China will invade Taiwan , unless it wants to destroy China economy indirectly. I don't see any concern since the manufacturing plant are in Malaysia and China. None in Taiwan.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Stirmungle
88 posts
Posted by Stirmungle > 1 month ago | Report Abuse
下面饿鬼这么多,烧饼降价没几分就吃光了。