Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Uchi Technologies (UCHI MK): Coffee and Cash Machine

Uchi Technologies Q1 FY25: Guidance Scrapped In The Wake Of Global Uncertainty

Uchi Technologies (UCHI MK) Q2 2025: Revenue and Margin Stabilized, Dividend Sustained

Uchi Technologies (UCHI MK): Weak Q4, Tepid 2025 Guidance, Dividend Payment Intact

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/uchi-technologies-bhd" target="_blank" data-smartkarma-citation="entities:10723:1" rel="noopener">Uchi Technologies (UCHI MK) </a>Q3FY25 saw a massive recovery, with revenues/profits down only 10% YoY (vs. H1FY25 revenues/profits down 26%/32 % YoY). QoQ revenues were up 13% (USD terms). </li>
<li>The group changed its commentary and is now cautiously optimistic about a sequentially improving outlook in H2FY25 (vs H1FY25), despite the challenging environment.</li>
<li>The stock trades at 14.3x FY26e, with a dividend yield of 6.8%. We believe there is a likelihood that the earnings outlook improves and the dividend yield goes higher. </li>
</ul>



Uchi Technologies (UCHI MK) Q3FY25 saw a massive recovery, with revenues/profits down only 10% YoY (vs. H1FY25 revenues/profits down 26%/32 % YoY). QoQ revenues were up 13% (USD terms). 
The group changed its commentary and is now cautiously optimistic about a sequentially improving outlook in H2FY25 (vs H1FY25), despite the challenging environment.
The stock trades at 14.3x FY26e, with a dividend yield of 6.8%. We believe there is a likelihood that the earnings outlook improves and the dividend yield goes higher. 


Uchi Technologies (UCHI MK) Q3FY25: I Get Knocked Down, But I Get Up Again