Posted by lala123 > 2015-12-16 19:33 | Report Abuse

hmm.. at current price, looks like an opportunity to accumulate.. think downside is limited given its (i) strong balance sheet (net cash position), (ii) exposure to foreign currency (export play - benefiting from weak MYR), (iii) attractive dividend yield of 4-5%, providing support to share price (declaring 10sen DPS for 2015 shouldn't be an issue on the back of a good set of results YTD vs. last year of 8sen), (iv) inexpensive valuation at 9x trailing P/E while trading below BVPS as well.. Your move!!

Posted by eimajz > 2015-12-16 22:57 | Report Abuse

welcome lala123 to UPA club! nice to have another well structured analysis to boost my confidence. A bit panic when drop below RM2. Good to know there are people out there who still holding~ Thanks

Posted by Kawan Tsong > 2015-12-23 15:47 | Report Abuse

yes..finally cover the gap..^=^

Posted by eimajz > 2015-12-28 09:42 | Report Abuse

wow wow! its moving!

Posted by taktaumacammana > 2015-12-29 10:08 | Report Abuse

sending it to 2.50 soon!

Posted by Kawan Tsong > 2015-12-29 17:08 | Report Abuse

well done

Posted by tradeview > 2015-12-30 14:51 | Report Abuse

The momentum is back after the brief respite from year high of RM2.40. This is one of the few solid counters with export exposure that is still laggard in terms of fundamental value (below NTA of RM2.51 and PE less than 10). The closest peer CheeWah stands at multiple of 11-12x. I believe UPA is worth more based on its steady dividend policy year in year out. At multiple of 11x, the FV should be RM2.50 and at 12x FV should be RM2.70. My immediate TP is RM2.40. Accummulation has been ongoing and buy rate is strong past 2 weeks. I foresee this as one of the CNY play going into the next QR.

Posted by tradeview > 2015-12-31 10:55 | Report Abuse

Hi all. I have done the write up. My advise is to accumulate on weakness and hold patiently for the next QR which will coincide with the strongest quarter + it is a dividend quarter.
http://klse.i3investor.com/blogs/tradeview/88889.jsp

Posted by eimajz > 2016-01-03 15:18 | Report Abuse

thank you tradeview bro I will look to accumulate come market open tomorrow! Please let me know when you sell. Thanks.

Posted by tradeview > 2016-01-13 15:37 | Report Abuse

Many counters previously with slightly lower valuations has flew ridiculously to a new highs. UPA is one the few fundamentally sound company with PE less than 10 and below NTA RM2.51. There is no reason not to load up UPA. The free flow is also limited which means should the next QR is good, it will have a steep upwards movement. The dividend is also in play for the next quarter. This is a counter to buy to hold. Thanks.

Posted by tradeview > 2016-01-14 16:00 | Report Abuse

UPA accumulation has been happening awhile. Movement upwards commencing.

Posted by tradeview > 2016-01-14 16:19 | Report Abuse

UPA has broke out of 52 week high with minimal selling quantity. May limit up

Posted by tradeview > 2016-01-14 16:24 | Report Abuse

Congrats to all the winners of UPA! Finally broke out of the 52 week high with volume. My TP is RM2.77. There is still room. Dont miss the boat

http://klse.i3investor.com/servlets/cube/post/tradeview.jsp

To join my telegram channel : https://telegram.me/tradeview101

Posted by YK Tsong > 2016-01-14 16:37 | Report Abuse

will above 3 just watch movie

Posted by chantp88 > 2016-01-14 16:38 | Report Abuse

finally....phew!!

Posted by kl foong > 2016-01-14 17:03 | Report Abuse

Whow, finally start engine.

Posted by eimajz > 2016-01-14 18:02 | Report Abuse

Wow! Amazing run up. Ur calls are really good man tradeview bro. What price should I let go? Tempted to let go now la!

Posted by eimajz > 2016-01-15 09:54 | Report Abuse

I see ok ok! thank you muscle!

Posted by tradeview > 2016-01-15 10:39 | Report Abuse

Morning mild profit taking after surging quite a lot yest. It is normal. UPA movement normally in the afternoon session. Rest assure for those holding. TP is RM2.77

Posted by tradeview > 2016-01-15 17:24 | Report Abuse

A complete sell down of small mid cap stocks. I did not see it coming so soon. Anyhow for holders of UPA, there is no need to worry. You can hold it and wait for the QR. The results and DY will protect your counter's baseline provided there is no unforeseen circumstances.

Latest post

http://klse.i3investor.com/blogs/tradeview/89861.jsp

Posted by asdf > 2016-01-18 10:00 | Report Abuse

Ai ya, too early lah.
Next wave is coming.

Posted by tradeview > 2016-01-19 17:29 | Report Abuse

Latest post on Perstima TP 7.65

http://klse.i3investor.com/blogs/tradeview/89988.jsp

Posted by asdf > 2016-01-20 06:36 | Report Abuse

Hi tradeview, I thought this is UPA thread.
But thanks anyway.
Your write up on Perstima is a good one.

Posted by tradeview > 2016-01-22 21:28 | Report Abuse

UPA collection looks steady. Despite the volatile market, FFHB still able to preserve their price. It would seem likely that the upcoming results and dividend is strong. I maintain collect on weakness with TP of RM2.77

Side note. Those interested in HK market, my latest article on the Hang Seng index.

http://klse.i3investor.com/blogs/tradeview/90224.jsp

Posted by taktaumacammana > 2016-01-26 10:37 | Report Abuse

value pick @ 2.24! TP $3

Posted by kokchengkai > 2016-02-25 19:16 | Report Abuse

nice QR result ! and achieve 24 sens per year. give 9 sens interest...good

Posted by tradeview > 2016-02-26 11:45 | Report Abuse

http://klse.i3investor.com/blogs/tradeview/91957.jsp

Posted by YK Tsong > 2016-02-27 14:27 | Report Abuse

3 not dream ^=^

Posted by kokchengkai > 2016-03-01 00:33 | Report Abuse

boring stock

Posted by Jolin Lai Chi Pet > 2016-04-27 21:18 | Report Abuse

once the rocket take off, u won't say boring anymore...............TP Rm5 before christmas

Posted by tj911 > 2016-06-07 11:52 | Report Abuse

Dividen 9% is coming.. exdate: 13/7/2016

Posted by moneySIFU > 2017-02-24 22:52 | Report Abuse

Net profit for the year = RM22.5mil
Included in the profit was fair value gain on investment property = RM22.9mil

http://cdn1.i3investor.com/my/files/dfgs88n/2017/02/24/1485815232-2030271750.pdf

Posted by asdf > 2017-05-02 13:11 | Report Abuse

First and Final Single Tier Dividend of 8 sen per share.

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted "Ex - Dividend” as from: 30 Jun 2017
2) The last date of lodgment : 4 Jul 2017
3) Date Payable : 18 Jul 2017

Posted by asdf > 2017-07-14 16:12 | Report Abuse

Hopefully will distribute a portion of this one off gain to the shareholders.

******
The Board of Directors of UPA Corporation Berhad ("UPA” or “Company") wishes to announce that the Company had submitted a claim for the compensation in accordance with the Land Acquisition Act, 1960.

The Pentadbir Tanah Wilayah Persekutuan Kuala Lumpur (“Land Administrator”) has on 11 July 2017 served on the Company a Notice of Award in Form H to award a compensation of RM32,674,620.85.

Posted by yameyamo > 2020-08-06 08:51 | Report Abuse

UPA sudah mau mari a?, anyone ...??

Posted by NInvestor > 2020-08-06 13:15 | Report Abuse

what is this why suddenly limit up?

Posted by stryker79 > 2020-08-06 13:36 | Report Abuse

UPA starting to produce 3ply mask now. i think that is the reason the price shoot up this morning

Posted by CristianoTheGoat > 2020-08-06 19:23 | Report Abuse

Limit up today... next one will be poly glass fibre? Since both also ventured into the manufacturing of melt-blown non-woven fabric

Posted by adrian9 > 2020-08-07 11:58 | Report Abuse

UPA the new GEM??

the new planned production data rather similar to Notion.

at RM2.00, Notion mkt cap shot up by rm1.20 x 505m shs = rm600m

UPA rose from 2.0 to 3.30 level,
mkt cap increase rm1.30 x 77m shs = rm100m

what a huge gap. Notion deserves a premium for its head start.. but what is a fair premium ?

Posted by qwerting1 > 2020-08-07 12:24 | Report Abuse

But UPA production only begins end-Nov. Where the face mask trend might be going to an end.

Posted by qwerting1 > 2020-08-07 12:25 | Report Abuse

Notion production is already started right or they are also venturing only?

Notion = US Market
UPA = Malaysia Market

Posted by Orlando > 2020-08-07 21:02 | Report Abuse

Based on UPA's clarification on its non woven fabric new biz to Bursa PAT from tis new biz likes nothing to shout abt??

Posted by taktaumacammana > 2021-03-02 10:51 | Report Abuse

still no result released yet?? Why har?

Posted by RRWin89 > 2021-03-02 16:32 | Report Abuse

hi sifu2. me buying to hold, gudluck all. hehe

Posted by risktoreward > 2021-09-10 10:18 | Report Abuse

why suddenly fly, I still queueing leh

Posted by Raiz368 > 2021-09-14 08:43 | Report Abuse

Qtr result very good performance...

Posted by risktoreward > 2021-09-14 08:55 | Report Abuse

Very nice. Holding at 2.35, today potentially fly

Posted by abc123_2020 > 2021-09-14 09:09 | Report Abuse

total share only 79million, easy to LIMIT UP!

Posted by kk7198 > 2023-08-12 08:29 | Report Abuse

Boss doesn't goreng, how to LU ? Long wait for the day when the BB decides to retire for good.

Posted by Dehcomic01 > 2023-11-14 07:31 | Report Abuse

Of the 4 Bursa stationery companies, UPA had the worst gross profit margins. If you are going to hunt in this sector, I would focus on Pelikan or Asia File. https://focusmalaysia.my/asia-file-will-there-be-time-to-meet-the-digital-disruption-challenge/

The other feature of UPA is that its ROE had dropped by about half, its market price seemed to be holding. Does it meant that it is overpriced? https://i.postimg.cc/MpHddwLc/UPA.png