lala123hmm.. 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!!
16/12/2015 7:33 PM
eimajzwelcome 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
tradeviewThe 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.
30/12/2015 2:51 PM
tradeviewHi 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
31/12/2015 10:55 AM
eimajzthank you tradeview bro I will look to accumulate come market open tomorrow! Please let me know when you sell. Thanks.
03/01/2016 3:18 PM
tradeviewMany 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.
13/01/2016 3:37 PM
tradeviewUPA accumulation has been happening awhile. Movement upwards commencing.
14/01/2016 4:00 PM
tradeviewUPA has broke out of 52 week high with minimal selling quantity. May limit up
14/01/2016 4:19 PM
tradeviewCongrats 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
tradeviewMorning 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
15/01/2016 10:39 AM
tradeviewA 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.
asdfHi tradeview, I thought this is UPA thread. But thanks anyway. Your write up on Perstima is a good one.
20/01/2016 6:36 AM
tradeviewUPA 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.
asdfFirst 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
02/05/2017 1:11 PM
asdfHopefully 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.
risktorewardVery nice. Holding at 2.35, today potentially fly
14/09/2021 8:55 AM
abc123_2020total share only 79million, easy to LIMIT UP!
14/09/2021 9:09 AM
kk7198Boss doesn't goreng, how to LU ? Long wait for the day when the BB decides to retire for good.
12/08/2023 8:29 AM
Dehcomic01Of 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
