Kong: I can't resist temptation of Notion. Just bought 5,000 @ Rm2.00. Paid Rm0.01 more then Unduk.

Unduk: It's not about being "takut" or "not being brave". It's about maximizing profit.

Unduk: I'm only buying next week. Notion still no Red Bull power to climb. Keep your money. Buy on tue or wed.

Cantona : I like your style. You complete my day. Thanks

Kong: We were right not to buy today. We buy next week OK?

Hello friends, who's buying Notion? How come so strong?

Unduk : It's always been the same old story, TRY TO BUY LOW & SELL HIGH. I agree with Kong, this week we cannot buy. Only maybe next week!

Good news for all manufacturer of HDD mechanical components >>
Acer has said it expects the overall PC industry to grow 10 percent this year. It also said last year that overall shipments in 2012 would be about the same level as 2011 at around 2 million-2.5 million units.

http://www.reuters.com/article/2012/02/15/acer-q-idUSL4E8DE2MH20120215

TAIPEI, Feb 15 (Reuters) - Taiwan's Acer Inc reported on Wednesday a worse-than-expected net profit in the fourth quarter, though the result was a turnaround after two consecutive quarters of losses and the company said its current business was stable.

Acer has been a dominant force in the PC industry, particularly in the low-cost notebook segment, but has failed to counter the runaway success of tablets such as Apple's dominant iPad that have cut into PC sales and hurt profits.

"Acer is back and Q4 is a turnaround quarter," Acer chairman and CEO J.T. Wang said in the telephone conference.

The world's No.4 PC vendor posted a net profit of T$75 million ($2.54 million) in the October to December quarter, the company said, below a consensus forecast of a T$202.24 million from 16 analysts polled by Thomson Reuters I/B/E/S.

In an earlier statement it had rounded the figure up to T$0.1 billion.

The figure compares with a net loss of T$1.1 billion in the third quarter and a net profit of T$$3.9 billion in the same quarter a year earlier.

But the company still posted a loss of T$6.6 billion for the full year 2011, hurt by one off charges, compared to a net profit of T$15.1 billion in 2010.

"With the result in Q4, I am confident about Q1 and the whole year," Wang said.

He said he sees net profit in this quarter being better than the previous quarter and gross margin to return to 10 percent, compared to 9.2 percent in the fourth quarter.

He also said the market share of the company started to grow in the fourth quarter and for 2012 the growth of market share in Europe, the Middle East and Africa will outperform other markets given the company's share loss in those markets last year.

Strong sales in China and Latin America will continue.

"It's important that Acer says demand is coming back," Yuanta Securities analyst Vincent Chen said. "But the valuation (of Acer) is still quite high. This year for Acer it will be about marketing, R&D and cloud computing. I think it'll be hard for it to reach its operating expense ratio target because its expenses are hard to come down."

Acer's operating expense target this year is 7.5 percent to 8.5 percent.

The company is betting on ultrabooks, the super-thin laptops similar to Apple Inc's MacBook Air, to revive the traditional computer in the face of the challenge from tablets this year. It sees ultrabooks as 25-35 percent of the notebook market by the end of this year.

President Jim Wong told the briefing Acer's ultrabook sales in the second quarter will double from the first quarter, with its four models in the market. He also said the company expects to sees break even or earn a small profit from the tablet business.

On the overall PC industry, Wong said he thinks volume will decline 10-15 percent this quarter compared to the last while it will improve in the second quarter due to an easing of hard disk drive shortages.

Tech research firm IHS forecast global hard drive shipments will decline by 13 percent in the first quarter and by 5 percent in the second quarter compared to a year ago, following a 26 percent drop last quarter after the floods in Thailand in July.

Shipments will not return to year-over-year growth until the third quarter, it said.

Before the announcement, Acer's shares ended up 2.9 percent versus a 1.54 rise in the broader market

Acer has said it expects the overall PC industry to grow 10 percent this year. It also said last year that overall shipments in 2012 would be about the same level as 2011 at around 2 million-2.5 million units.

Skycom: U r right. However, Thai Camera only accounts for 3%, Malaysia factory accounts for 39%(total approx. 42%) of Notion income comes from Camera(Nikon, Sony & others), but during the flood period, Notion can't supply because Nikon, Sony & others factories flooded. No demand = no income. Therefore, Q1 result VERY VERY unpredictable, could b SUPER GOOD or could b otherwise. FYI, 2010 income, 42% Camera + 42% Data(HDD) + 8% Others.

Skycon: Please correct me if i'm wrong, Q1 result may be bad. Both(HDD & Nikon) Customer affected by the flood. Surealy Q1 will be bad rite?

Kong: How come Notion still very strong? Instead of going down, Notion hanging tough & up 1 cent.

kong : You buy Notion? Who's buying? Not me. I thought we agreed not to buy.

Kim : Very good question, answer it's about even. Not too long ago(29/03/10,)Notion doing Rm3.49. Since then, NTA(from Rm1.45 to Rm1.74 today) & Profit have both improve BIG TIME. Therefore, I C big potential.

Kong : OK, we don't buy today. Wait n C 1st. I also think NOTION will drop more today.

http://klse.i3investor.com/servlets/fdblog/207932.jspTechnology:

HDDs (Neutral)
Growth Neutralized
'''' Seagate was fortunate that all its factories in Thailand were fully operational and remain largely unscathed. Seagate's HDD shipment had surpassed WD in 2Q12.
'''' In the consumer market, weak demand in personal computers (PC) drags down the demand for HDD. According to preliminary results by Gartner, worldwide PC shipments totalled 92.2m units in 4Q11, a 1.4% decline qoq, muting the boost of holiday season sales.
'''' This negative outlook is partly due to the market preference of tablets, such as iPads substituting PC due to convenience and handy. In the recent CES in Las Vegas, we saw that PC makers begin to embrace ultrabook, thin laptop computers built with new Intel low-power chip and solid-state drive (SSD) instead of HDD.
'''' As for the enterprise market, HDD demand is forecasted to undergo growth in tandem with global spending on IT. Gartner predicted global IT spending would rise 3.7% in 2012 while Forrester Research expects 5.5% growth.
'''' SSD has set a solid footprint in HDD's space and raised doubts on HDD's future as the long term storage solution. While SSD remains considerably more costly, the flash-based storage devices are coming down in prices much faster compared to HDD. SSD is making a small scale in-road into the market in the form of hybrid hard drive (HHD), which is the combination of HDD and SSD.
'''' Despite expectations of modest demand growth, other negatives (input cost, FOREX and replacement by SSD) are likely to weight down share price performance.
'''' Notion (HOLD, TP: RM2.03) is our top pick for the sector due to its unique position, having diversified away from HDDs to the higher-margin Camera business.

Bankers r still talking bout Notion splitting to 3 parts/Company i.e. No.1 HDD; No.2 Camera & No.3 Precision/Tools/Metal Works/Auto(brakes). Some says even selling Part No.1 HDD to rival M'sian Co. & Part No.3 to UMW. Another, says Notion factories are running MAXIMUM shifts(3x8hours) i.e. 24-7 since Oct2011.

Rm0.38 very high. Today LIMIT DOWN 30cents to Rm0.26(close). Tomorrow, down to Rm0.18. WHY WHY pay more???? Always remember, on 26th Jan, NICORP trading @ Rm0.06. Raymond paid 6cents till 14cents! You guys wanna pay a lot more? Why??

I honestly think NOTION gonna go up to Rm2.50 by end of April, but wait till it drop to Rm1.95 - Rm1.96 then buy. At Rm1.99 - Rm2.00 a bit too high, for now. Why pay more? I do have Notion. Wanna buy more, but not today.

Unduk : Buy JCY very cheap, JCY cheap

Lamken, where's your magical hand?

Not today & tomorrow, very weak. Buy on Thursday or Friday.

Guys, guys, guys, I trusted Lamken, I bought @ 1.35 & 1.36 last week & still holding. He's trying to help us to make money. Now, it's at 1.40. I'm may sell only if he say so.

Very lucky, strike at 1.35. All done.

Lucky strike, got at 1.36

I am lining up my buying 1.36 and 1.35.

kianwei: Any NEW info & do you still hold Harvest? Thanks

Your 19/11/2011 comment :-
thanks millionboss, i copy over the content as the hyperlink not work for ease of refences..

I think Bursa has done injustice to harvest by suspending and designating it....

The new owner has line up within a short period 3 parcels of businesses for harvest and the
forecasted profit justifies to a certain extent the excitement in Harvest...so, I am not surprise at all
if Bursa reverse its decision.

1. Harvest Court Industries Berhad ("HCIB" or "the Company")

A) Letter of Award with Sagajuta (Sabah) Sdn Bhd for a contract worth RM7,032,979; and
B) Agreement with Husham Trade Company for a contract worth RM6,100,000

forecasted profit RM1.26m

2. The Project is the proposed mixed development consist of 68 units of 2 storey shoplexes, 3 storey anchor lot, 1 block of 24 storey condominiums (1008 units), 1 level common facilities with 4 storey carparking called Platinum Tower on PARCEL 1, 9 units of 3 storey wisma office block on PARCEL 2, and 8 units of 2 storey shoplexes, with 1 block of 28 storey medium cost apartment (950 units) with 1 level common facilities podium and 5 level of car parking floors called Gold Tower on PARCEL 3 at lot CL 015080145 & 015026392 Jalam Sulaman, District of Kota Kinabalu, Kuala Menggatal (?1Sulaman Project?).
The total Gross Development Value (?GDV?) of the 1Sulaman Project is RM500,000,000 which comprises of Parcel 1, Parcel 2 and Parcel 3. GDV of the Gold Tower on Parcel 3 is RM173,353,325. The Tender Sum of the particular parcel is minimum of RM127,000,000.00 to maximum of RM129,000,000 of which is a fixed cost contract. The gross and net profit margin for the said Project is estimated at 13.41% and 10.06%, respectively from the contract amount.

forecasted profit estimated to be RM12.9m for 2.5 yrs or RM5.2m per year.

3. The Project is the Proposed Pulp & Paper Plant to Process Oil Palm EFB at PT 1451 HS(D) 11839, Mukim Serting Ulu, Daerah Jempol, Negeri Sembilan (?1Green Enviro Project?). 1GE confirmed that the total project value is estimated to be RM200.0 million which consists of 3 packages for a total targeted production capacity of up to 70,000 MT. The LOI is only for the Package 1 and 2 of which Package 1 amounting to RM50.0 million which involves providing production facilities for 15,000 MT Capacity and Package 2 amounting to RM20.0 million which involves upgrading the production facilities to 25,000 MT Capacity. The total size of the plant is around 150,000 square feet on 10 acres land.
Package 3 is not within the scope of this LOI. As informed by 1GE, Package 3 will be a separate production line of 45,000 MT capacities, to be commenced upon completion of Package 1 & 2. The gross and net profit margin for the said Packages is estimated at 15.7% and 11.8%, respectively from the contract amount respectively.
Package 1 of said Project is expected to be commenced one month after obtaining approval of HCIB?s shareholders at an EGM to be convened. Package 2 shall be commencing in the following year.


Package 1 & 2, RM70m worth , net margin 11.8%, net profit RM8.26m



3 package already garner a net profit for the next FY at ( 1.26 + 5.20 + 8.26 ) RM14.7m
which is 8.15 sen a share, and this is only for this 3 packages, what if there is more ?
19/11/2011 10:08

MK1: Yes I do play WA. In fact I hold more WA(60%) then mother share(40%).

MK1: Did you buy Harvest Court & If you did, whats your avg. price?

Harvest Court Development Sdn Bhd (HCDSB), is proposing to diversify its existing business of manufacturing and marketing of timber doors and other related products into the construction business.

In a note to Bursa Malaysia, TA Securities Holdings Bhd, its adviser, said on behalf of the company that the exercise would require shareholders’ approval in a general meeting that might result in the diversion of 25% or more of its net assets to an operation that differs widely from that previously carried out by Harvest Court.

It also said the proposed diversification could result in a contribution of 25% or more of its net profits.

The exercise comes following a non-binding related party transactions (RPTs) last month with 1Green Enviro Sdn Bhd for the construction of a pulp and paper plant in Negri Sembilan worth RM70mil to process oil palm empty fruit bunches and Sagajuta Sdn Bhd for the design and construction of a proposed
mixed development in Sabah worth RM129mil. (20/12/12)

It was reported that the company has clinched several large contracts for projects related to its new director(Datuk Chan).
The company announce on 10/01/2012 that Datuk Raymond Chan Boon Siew, acquired 200,000 shares at RM1.550 and 400,000 shares at RM1.581, in the open market. http://www.alantanblog.com/stock-market/harvest-court-industries-berhad-designation-status-lifted-by-bursa-malaysia.html ~ (jan2012) just remember.

Harvest Court Industries Bhd has received a two-year contract worth RM7.03mil from Sagajuta (Sabah) Sdn Bhd for the supply of door leaves to 1 Sulaman and 1 Likas project in Kota Kinabalu, Sabah.(Oct 2011) Old news, not to forget.

please visit > http://www.harvestcourt.com/hcd-intro.html

lamken: Whats your TP? What's all the rumors in the air bout JCY buying NOTION HDD? Both JCY & NOTION share are strong. Your expert opinion Please. Thank you.

miss cue today, will try tuesday. Cue buy price @ Rm4.80 boleh?

lamken: Today I actually bought JCY at 1.25. Very happy Thank you.

i can't believe my eyes, up 8 cents

NOTION mother up by 5 cents, whats going on? PLEASE

NOTION mother up by 4 cents, whats going on?

NOTION mother up by 3 cents, whats going on?

NOTION mother up by a cent & WA up by 4.5 cents

SUPER strange, Notion-WA up 2.0 cents, mother drop?? Why???

Very strange, Notion-WA up 1.5 cent, mother drop?? Why???

Notion drop 0.02. However, Notion-WA up a cent???

RHB Securities selling down Notion. Notion-WA very strong???

lamken: Thanks for your time and info. Big help. I currently have no position on JCY. Wanting to buy at 1.25 this week.

JCY gonna buy Notion HDD Co. Since 2009, Notion wanted to move away from HDD(cut throat business) into more profitable SLR camera components & automotive(electronic braking). Therefore, now is the perfect time to sell to JCY. By Oct 2012, HDD business will return to norm i.e. price war. By then, NO chance JCY gonna want to buy Notion HDD. Last Aug 2010, JCY ended negotiations with Notion! Now's the perfect time for both Co.(i.e. win-win).

Hi Guys. Bankers(Penang) are talking bout JCY going to take Notion private. Another pro-share trader says JCY only interested in buying Notion HDD Co.(quicker way to meet high demand). Notion will continue with Auto Parts, SLR(Nikon, Sony & Fujiflim) body & lens and precision components & tools design & build. I say we all buy more JCY & a bit Notion Vtec on weakness.

NOTION VTEC upcoming(Feb) Q1 2012 earnings, MEGA Good or Bad?
Thai flood hit Notion Vtec's Lens Cam barrel & Mounting Ring factory, located near to Nikon's factory. Western Digital has factory @ Thai, affected by flood. However WD also has factory @ Vietnam, Singapore, Johor which like JCY are happly running 24-7!! Please also visit : http://bursadummy.blogspot.com/2012/01/can-notion-avoid-loss.html

NOTION VTEC upcoming(Feb) Q1 2012 earnings, MEGA Good?