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  pang72 Uchi Technologies - Decent 4Q23 Performance May Continue Date: 2024-02-28 Firm: CIMB Stock: UCHITEC Price Target: 4.30 Price Call: HOLD Last Price: 3.97 Upside/Downside: +0.33 (8.31%) 4Q23 came in above expectations due to sustained strong US$ revenue We believe its key customer in the coffee machine industry should anchor 7- We raise FY24-25F EPS by 26-30% following the stronger-than-expected performance. Reiterate Hold, given its defensiveness and 6-7% yields. 04/03/2024 4:59 PM pang72 It is, depend your expressions of technology stock.. It is way undervalued if you rated with pe50! 08/03/2024 4:15 PM ooihk899 Depend on Q1 result. If manage to increase sales of pioneer status product, above 4 is not a problem. 08/03/2024 9:47 PM pang72 Reiterate Hold, with a higher TP of RM4.30 We believe Uchitech’s strong FCF yields in excess of 8% should anchor generous payout levels of c.90%, translating into yields of >6%, the highest in the sector. 10/03/2024 10:40 AM pang72 Dividend+growth + upcoming technology boom.. It shld land to bursa pretty soon!! 10/03/2024 10:41 AM lawkaw RM 4.00? hahaha... this counter may disappoint you. may be next year or ...... its "high cholesterol" counter 11/03/2024 5:02 PM ooihk899 Ya, you are asswholelutely right. Please sell all your holding. Buy AI stock, YTL group's stocks or Htpadu.🤣 15/03/2024 3:41 PM ooihk899 Aiyo!😯 so fast finish washing? I hope it can drop below 3.8 for me add a bit. 18/03/2024 6:29 PM lawkaw 1Q interim div not require agm approval. kalau ada div for 1Q, probably on april 19/03/2024 6:41 PM Value Investor Coo1eo it is good to see that the price is normalizing to the true valuation. RM3.6 is my IV with MOS built in. More conservative RM3.3 20/03/2024 12:43 PM Stirmungle 散户投资者受到惊吓。过度解读 mid single digit revenue decline in USD. 其实即便事实如此，美元对马币与去年比较升值幅度可观，可以大幅抵消这个负面影响。还有，那个还没有派出的7.5仙是2023财政年的收入，所以在估价的时候必须加入考虑。这个股票已有投资机构包括保险机构持有和加码一段时间，对这只股票的估值有深入的研究。加上这只股票的基本面与行业展望并不复杂，因此股价跌破基本面的时间和幅度必然是轻微的。所以我的看法是... 相信你也猜到了。当 Coo1eo 大叔做此声明，我的直觉告诉我，此时开始进场，赚钱容易，等它跌去 3.6 可以赚取暴利但机会相对小。资金大者，应该开始进场分阶段大笔敲进，资金小者可以迟些进场。 20/03/2024 2:15 PM Stirmungle 4.10 * 95% = 3.89. 这是个简单的公式。4.10 是报告前的市场估值。报告预测营收降中个位数，假设5%（根据以往经验管理层通常采取保守披露展望的态度，就是事实往往比预期好的报告方式），所以乘以95%。加上还没派发的2023年度赚取的7.5仙和美元增值效应，可以看出已经明显跌出价值。 20/03/2024 2:23 PM Stirmungle 另外再告诉你们一个消息，欢迎评论： https://www.thestar.com.my/metro/metro-news/2024/02/02/swiss-coffee-machine-brand-opens-store-in-petaling-jaya 20/03/2024 2:31 PM Shines I would be sad if it can drops to 3.70 but on the other hand happy as I can start collecting, just my2s 22/03/2024 7:05 AM Value Investor Coo1eo Thank you @Stirmungle for such valuable insights presented in such a productive way. It is always good to get different views from other stakeholders of this wonderful company. Back in 2017, I valued Uchi at RM3.6 - this was based on my DDM and DCF analysis. So with my 15%MOS below RM3 was to me a buy. I am a small fry with limited bullets so prefer to buy value. I believe today in 2024, Uchi needs to be rerated, and it is safe to say that RM4 is the value. Using my the same 15% MOS, RM3.4 is the number, but I will probably take more risk (given the business resiliency and overall sentiment) to use 10% MOS....i.e. RM3.6 Above is just my view, to each their own. All the best and I hope 2024 is another good year for Uchi 22/03/2024 10:54 AM lawkaw any support your tp 4.2 is coming back again or may be you want to dispose? 08/04/2024 6:39 PM lawkaw company is good. but, someone is trying to play funny with this counter. so, time being don't touch this share. stand at the side line see see walk walk first. don't get trap! 16/04/2024 11:26 AM Stirmungle 不出两个星期即将公布7.5仙股息。趁庄家反复砸盘收割韭菜，我们收割庄家的成果，捡现成便宜，第二波操作。为何 Jura 推出C8，你知道这是主打哪个市场，Jura 布的是什么局，它当前面临的挑战是什么，它想开拓什么机会，C8的开发有什么战略意义以及随之而来大概率的影响，欢迎评论。我会在两个星期之内发表我的看法。 16/04/2024 6:41 PM Shines Of late, recently all div paying shares drop after xd, wondering is it beneficial to buy shares for dividens 17/04/2024 2:24 PM lawkaw 7.5 cents final dividend declaration should be within 22 - 28 may. refer to their past history, i dont think within 2 weeks now. unlikely. 18/04/2024 2:20 PM lawkaw yes, you can buy shares for dividend, but, priority to consider is company fundamental. 18/04/2024 2:35 PM ooihk899 Final dividend have to wait for approval in AGM. Most likely AGM date will be the ex date. Have to wait for AR out only will notify AGM date. 18/04/2024 7:06 PM  | |
