https://m.malaysiastock.biz/Blog/BlogArticle.aspx?tid=23929

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https://www.novid.my/

All sharing is for reference only, happy investment, the decision to buy and sell is always your own, full of hope for tomorrow, life with dreams is the most beautiful!
Notion 0083:
Both technology and mask business are working together to provide adequate food and clothing.
Nta up to rm1.24
Simple personal calculation: mask business,
Seasonal EPs: 3sen, rolling 4Q: 12sen
Pe:15, stock price:RM 1.80
The above does not include existing business.

所有的分享僅供参考，投资快乐，决 定買卖永远是你自己，对明天充滿希望，有夢的人生最美！
Notion 0083:
科技与口罩业务双管齐下，丰衣足食。
Nta 达rm1.24
个人简单计算：口罩业务，
每季EPs:3sen, rolling 4Q:12sen
Pe:15, stock price:RM 1.80
以上未包括现有业务。

https://m.facebook.com/story.php?story_fbid=3790714787653601&id=255057814552667

https://www.bloomberg.com/graphics/2020-coronavirus-cases-world-map/

-The company's mask-related business is expected to increase its turnover by RM 17.5 million per month or RM 52.5 million per quarter (the full effect needs to be officially seen after August)!

Compared with masks, the expected gross profit margin is 30%. As for PPMB, the price fluctuates temporarily, so it is difficult to estimate

Source: http://www.notionvtec.com/investor_relations/ir_library

Messages taken from the Internet

-Individual simple calculation: mask business,

EPs per season: 3sen, rolling 4Q: 12sen

Pe: 15, stock price: RM 1.80

The above does not include existing business.

https://www.novid.my/



-The following is taken from the Internet:

I still believe that the company will get better in the medium and long term. After experiencing an unusual but good growth recently, I just went out to protect my profits. Will be back.

We have ordered ready-made machinery:

1) Meltblown polypropylene has increased production capacity from the current 50 tons to 200 tons per month. The average ton is RM100,000 per ton.

2) The installed capacity of 20-wire three-frame covers (including current) is 50 million per month. ASP means 50 cents per unit

3) 42 lines of N95, with a capacity of 60 million units per month. The average bid for N95 is US$0.5 to US$0.8.

4) Produce 2 units of PP resin masterbatch for our PP meltblown production.

5) Spend 20 million ringgits to purchase a new 3-acre factory in Klang City to house medical and healthcare facilities.

6) Build 3 acres of land in Gelang Patah to support our EMS customers as their online sales of home appliances have increased by another 10 million ringgit. We should be able to fund these. , We are transforming the group into a multi-billion company. Only six months. Thank you.

-The company's mask-related business is expected to increase its turnover by RM 17.5 million per month or RM 52.5 million per quarter (the full effect needs to be officially seen after August)!

Compared with masks, the expected gross profit margin is 30%. As for PPMB, the price fluctuates temporarily, so it is difficult to estimate

Source: http://www.notionvtec.com/investor_relations/ir_library

Messages taken from the Internet

-Individual simple calculation: mask business,

EPs per season: 3sen, rolling 4Q: 12sen

Pe: 15, stock price: RM 1.80

The above does not include existing business.

https://www.novid.my/



-The following is taken from the Internet:

I still believe that the company will get better in the medium and long term. After experiencing an unusual but good growth recently, I just went out to protect my profits. Will be back.

We have ordered ready-made machinery:

1) Meltblown polypropylene has increased production capacity from the current 50 tons to 200 tons per month. The average ton is RM100,000 per ton.

2) The installed capacity of 20-wire three-frame covers (including current) is 50 million per month. ASP means 50 cents per unit

3) 42 lines of N95, with a capacity of 60 million units per month. The average bid for N95 is US$0.5 to US$0.8.

4) Produce 2 units of PP resin masterbatch for our PP meltblown production.

5) Spend 20 million ringgits to purchase a new 3-acre factory in Klang City to house medical and healthcare facilities.

6) Build 3 acres of land in Gelang Patah to support our EMS customers as their online sales of home appliances have increased by another 10 million ringgit. We should be able to fund these. , We are transforming the group into a multi-billion company. Only six months. Thank you.

公司在口罩相关的业务预计每个月会增加 RM 17.5 Million 的营业额 或者每个季度增加 RM 52.5 Million（需要在 8 月后才正式看到全部的效果）！

 

至于口罩来说，管理层预计是 30% Gross Profit Margin，至于 PPMB 的话暂时由于价格上下不稳定，因此比较难以估计 

 

 资料来源：http://www.notionvtec.com/investor_relations/ir_library

 

取自网络
简单计算：口罩业务，
每季EPs:3sen, rolling 4Q:12sen
Pe:15, stock price:RM 1.80
以上未包括现有业务。

◤全球大流行◢ 全球首疫苗不安全？ 俄顶尖呼吸道医辞职
https://www.chinapress.com.my/?p=2152736

0083 notion 逢低買进1.15

All sharing is for reference only, happy to invest, it is always you who decide to buy and sell, you are full of hope for tomorrow, and life with dreams is the most beautiful!
Biohldg:
The latest 2.1 billion contract, earning about 3 to 5%,
Take the maximum as 20 million per year.
It is the prospect of buying the company, maybe one yuan will come in the future.
The company’s shares are about 1 billion,
Earned approximately 0.9 cents before plus 20 million in the future (approximately 2 cents per share)
The total net profit is 2.9 cents
Pe is now trading about 10 times.
Such as Pe=20
Stock price = 58 sen
Such as Pe=30
Stock price=87 cents

Three dollars last chance ,buy more for good future

"全球疫苗联盟：新冠疫苗收购计划存在多个价格区间 40美元一剂仅为上限"

https://cn.investing.com/news/stock-market-news/article-1955869

"全球疫苗联盟：新冠疫苗收购计划存在多个价格区间 40美元一剂仅为上限"

https://cn.investing.com/news/stock-market-news/article-1955869

I will all in tomorrow

EPF holding dpahrma 9.83%

于22/7/2020明显增加持股量
接下来相信也会增加股份。

https://www.investors.com/news/technology/amgen-stock-buy-now/

https://www.thestar.com.my/business/business-news/2020/07/25/is-the-rise-in-drug-stock-prices-sustainable

https://www.enanyang.my/node/340877

SINOPHARM (1099.HK) stock price, quote, history & news – Yahoo Finance
https://sg.finance.yahoo.com/quote/1099.HK/

中国的相关疫苗股己飞漲了
7148 dphama
3元内有多余錢可以收藏，最少5元价值，当疫苗接种时。

手套股仍然在上升趋势中。
订单排队至2021年了，不用担心，手套卖价提升，外滙红利，公司净利大爆升，都是堆积股价向北。收comfort 2127,大丰收。
Comfort : Tp rm5.50

手套股先跌后升

手套股国内投资者投入大量资金，包括投行，你想会大下跌，机会太低了，疫情带升大净利，持有丰衣足食。2127加倉

2127,7106
大炒家Kyy肯定护盤，后市看漲。買进！

https://www.sinchew.com.my/pad/con/content_2308602.html?fbclid=IwAR2TdX5VLoEcxp_AJkD2XwS4SmnStAor8ZjQDq-g4aixQuZDNbp0a_KIOP8

https://www.chinapress.com.my/?p=2116964

scomnet 0001
The Taiwanese have the ability to run the company and get orders. Buying clothes and keeping food is a good strategy. Reliable news makes a profit of about 7 million in the second quarter. Before buying, the members of the stock news have bought again.

业绩增长+净现金1181万，稳定性佳。派息。

市场上沒什么主题股及净利佳的股项，始终又回到手套与医疗股。

Scomnet 公司负责人预估:

 2020年净利2500万，eps:3.88sen,pe=37,股价：rm1.43

2021年净利3000万，eps:4.66sen,pe =37,股价：RM 1.72

Performance growth + net cash of 11.81 million, good stability. Dividend.

There are no themed stocks and good net profit stocks in the market, and they have always returned to gloves and medical stocks.

The person in charge of Scomnet estimates:

Net profit of 25 million in 2020, eps: 3.88sen, pe=37, stock price: rm1.43


Net profit of 20 million in 2021, eps: 4.66sen, pe = 37, stock price: RM 1.72

Tp:1.35

comfort 2127 Personally feel that when it rises to Rm 4 , the company will announce the bonus stock day, after which the net profit will continue, and the stock price has a chance to Rm 4.50-5.00

https://www.orientaldaily.com.my/index.php/news/business/2020/05/13/340613

阻力2.97
3.07
将一一攻破。
Resistance 2.97,3.07 will break,see a good future,buy,buy,buy

Next week can gap up 3.30

Long stocks The financial reports of many companies that follow are mostly unsatisfactory. Affected by the epidemic, work stoppage, and weak consumption, gloves and healthcare stocks will show a beautiful industry, especially glove stocks. The order has been sorted to 2021. At the end of the year, market funds will continue to be invested to promote the next wave of stock price rises, buying 2127:
comfort:
Profit margin: 10.7%

fort comfort

Q1 = 2.8 cents
prediction
Q2 = 3.4 cents
Q3 = 3.4
Q4 = 3.4
Net profit 76m
2020 eps = 13sen
Pe = 30
Share price = RM 3.90

comfort
Net loan: 26 million
Two more quarters are net cash companies.
Cash: 68m
Personal opinion, buy and sell at your own risk.

隆股接下来的许多公司财報都多呈不理想，受疫情，停工，消费疲弱影响下，手套，医疗保健股将呈现美丽业积，尤以手套股最佳，订单己排序至2021年底，因此市场资金将会继续投入，推动下一波的股价上升期，買入2127：
comfort:
Profit margin: 10.7%

fort comfort

Q1 = 2.8 cents
prediction
Q2 = 3.4 cents
Q3 = 3.4
Q4 = 3.4
Net profit 76m
2020 eps = 13sen
Pe = 30
Share price = RM 3.90

comfort
Net loan: 26 million
Two more quarters are net cash companies.
Cash: 68m
个人观点，買卖自负。

comfort:
Profit margin: 10.7%

fort comfort

Q1 = 2.8 cents
prediction
Q2 = 3.4 cents
Q3 = 3.4
Q4 = 3.4
Net profit 76m
2020 eps = 13sen
Pe = 30
Share price = RM 3.90

comfort
Net loan: 26 million
Two more quarters are net cash companies.
Cash: 68m

https://kongsenger.blogspot.com/2020/06/comfort-2127-rm283.html?m=0

The company expands production capacity
Increase 10% stake
Net profit increase
These are the same as the situation before Baili Ruberex. At that time, the stock price of 7803 was only more than one yuan. How much is it now?
So 0163 will also happen.
Add positions in the morning

Top glove tp:rm25

Carepls tp:rm3

放心，疫情仍然严峻，此股目标价：3元，顶级龙头帶孩子们一起飞。

公司扩充产能
提高10%股份
净利提升
这些和之前来百利Ruberex的情况一样，那时7803股价才一元多，现在多少錢？
因此0163也一样会发生。
早上加倉了

股友们早，幸福安康
留意股项：0163 carepls 加护手套
估计2020年财年EPs=5sen,pe=50,stock price=2.50

https://www.theedgemarkets.com/article/its-multiyear-story-glove-makers-not-just-blip

Indeed, the stock market is a zero-sum game. In the past, it usually reflected the company's future prospects first.
Tp:rm3

的確，股市是零和游戏，股价通常先反应公司未来的前景如何。
目标价3元

http://www.sharetisfy.com/2020/06/carepls-0163-careplus-1q-profit-triples.html?m=1

先跌后穩，長线看好3元。

https://www.soyacincau.com/2020/05/20/chinese-telco-group-to-partner-with-green-packet-and-xox-to-roll-out-5g/

504 复工的老板们，在人防的同时，何不大家好好的充分运用“高科技”，向科技要安全，打赢这场战“疫”‼️

卫生局发出指示，复工的公司必须符合SOP，测量及记录体温。不管您的是在办公区域、写字楼、学校、上传、商店、社区、酒店、公共服务及管理项目等都需要用到人脸识别疫情防控场所。

✅只需1秒扫描人脸智能识别
✅在1米内非接触式进行人体测温
✅自动口罩识别功能
✅体温异常警报，快速警报，安全无感
✅疫情防控数据：可实时查询、导出数据。

Dear Bosses 504 returning to work, while staying safe why not make full use of "Hight Technology" and win the battle against any pandemic‼️

Under MITI SOP, for those returning to work must body measurement and record the temperature. AI Face Temperature is suitable for office areas, buildings, schools, shops, communities, hotels, public services, and management projects that require face recognition epidemic prevention and control.

✅Face Recognition less than 1 second
✅Recognition within 1 meter in distance, Non- contact precise temperature and scan within 1m
✅Automatically detects people without masks with audible and visual alarm
✅Intelligent early warning and safe
✅Database: Can search for information and be exported in real-time

2020-05-18 10:44:58
绿驰通讯集团greenpacket·再拓版图 进军数码银行
全国
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绿驰通讯创办人潘振祥在去年七月重掌帅印，重新担任集团董事经理兼首席执行员。并在回归后的两个月接受《投资致富》专访时表示，将会把公司的重点发展放在金融科技（Fintech），人工智能（AI）等高科技技术。势必把绿驰通讯打造成东南亚数一数二的数码金融机构。
在短短的八个月，绿驰通讯不被席卷全球的冠病疫情影响，反而借力成功转型。除了把原有的业务（通讯器材、软件、通讯语音）调整好，更重要的是其数据业务和金融科技在过去数个月取得不俗的战绩。大马首家科技“独角兽”，正迅速的朝着潘振祥的宏愿奔驰。
绿驰通讯在上周宣布与中国腾讯的领先云端运算服务机构腾讯云（TencentCloud）签约，以提供KipleID e-KYC（电子确认客户身分程序）的验证服务给企业，特别是银行与金融机构。这对熟悉金融科技的人士来说是个重大的消息。
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kiplePay与马来西亚北方大学签约，让大学生消费时无需使用现金。
kiplePay与马来西亚北方大学签约，让大学生消费时无需使用现金。
首先，腾讯早在2014年牵头发起设立微众银行，是如今中国领先的互联网银行。并在胡润研究院发布的《2019胡润中国500强民营企业》中，以市值1500亿元位列第36位。作为中国国内首家开业的互联网民营银行，微众银行的特点是其既无营业网点，也无营业柜台，更无需财产担保，而是通过人脸识别技术和大数据信用评级发放贷款。
其二，e-KYC或电子确认客户身分程序，是金融科技的基本模块。任何数字银行或电子程序都必须靠它来完成新客户的验证。所以这项合作对绿驰通讯投标大马数字银行签证来说是一支强力针。
就在今年二月，绿驰通讯（Green Packet Bhd）表示，其独资子公司Kiplepay私人有限公司获得国家银行批准，成为我国首个提供白色标签电子钱包（white-label e-Wallet）解决方案的金融科技公司。当中，最受瞩目的为国油气体（Petronas Gas Bhd）旗下的Setel和另一家还未公布的油站连锁店。
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为大学提供服务
此外，绿驰通讯已经为国内其中两所最大型的大学提供支付网关和电子钱包服务。此方案也已签订另外5间大学，并在积极推行中，进一步巩固绿驰通讯在大马公共高教机构和大学生的市场。绿驰通讯另一个优势是和大马回教银行（Bank Islam Malaysia Bhd）签署了为期两年的谅解备忘录（MoU）。进一步打开了大马许多公共教育机构和B40低收入阶层的市场，通过各个州级福利计划资助有需要的人。
该公司也在近期宣布与大马小贩小商协会联盟合作推出了“线上斋戒月市集数码摊位计划”，借助KiplePay电子钱包进行无现金交易。让后者旗下约2万名会员及本地商贩在疫情流行期间可以在线上继续做生意。
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马来西亚仍未拥有数码银行执照，但国家银行早前已经把一份数码银行运作框架的草稿分发给国内业者要求意见回馈，虽然因为冠病疫情的影响而把截止日期延迟到6月份，预计还是能于2020下半年正式发布这套框架。
归根究底，国家银行寻求的是金融包容性，特别是乐意看到有非银行业者瞄准一个小众利基市场，并且有能力提供可负担的金融服务予目前财务需求未得到满足的潜在客户。
有能力支援大众化金融服务
不像其他电子钱包业者针对的是广泛民众，绿驰通讯从起步就已朝向利基市场。KiplePay电子钱包采取B2B2C（business to business to consumer）网络购物商业模式，主要服务大学生态系统及社群。这项支付系统是专为在校园内或大学城里营业的商家而设计，同时附加其他适合大学生态的订制功能例如：派送穆斯林zakat、学生数码身份证、租用校园设施、通告信息等等。
潘振祥总结道：“要争取数码银行，和其他财团战略合作是一大关键！这样我们能引进多领域的专才、资源与客户关系。目前，绿驰通讯已经和国内外的财团接洽，并且正在物色最适合的对像。”
潘振祥总结道：“要争取数码银行，和其他财团战略合作是一大关键！这样我们能引进多领域的专才、资源与客户关系。目前，绿驰通讯已经和国内外的财团接洽，并且正在物色最适合的对像。”
潘振祥说道：“如今，我们自信可以支援一般大众化的金融服务，譬如个人与商业贷款、车贷、房贷、加密货币、股票交易、保险、资产管理等等。我们的使命是让各个阶级的人士都能享用金融科技带来的丰果，帮助每位大马人民实现他们个人的财务目标。”
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KipleLive包含了体温检测、脸部（有口罩）辨识、访客记录等多种功能。
KipleLive可结合支付系统
作为其中一项数码服务支柱，绿驰通讯成立了房地产科技（PropTech）业务小组。正值疫情流行期间，绿驰通讯马不停蹄地重塑他们的方案，以满足各种行业的需求，尤其现在政府已放寛行动限制令，允许大部份的公司恢复营业。譬如KipleLive包含了体温检测、脸部（有口罩）辨识、访客记录等多种功能，除了帮助接触者追踪之外，甚至附加员工值勤、活动编排及沟通软件。
潘振祥透露，该公司原本是为房地产市场而设计KipleLive，旨在成为房地产科技的领先者。绿驰通讯正在瞄准住宅、商店、办公楼、线上线下零售业，希望能推介一个能安全无缝衔接社群生活方式的整合平台。该公司早前成功取得数家知名发展商的兴趣，现在已有一些计划开始展开，进行合作中。
KipleLive平台能轻易结合支付系统，意即这两大支柱将能一齐支持绿驰通讯的金融机构大愿景。通过瞄准更大的社群，该公司正在扩大客户的准入及接触点，这又是数码银行所应具备的成功因素。
而纵观绿驰通讯的辉煌历史，该公司曾经在2007年异军突起赢取了MCMC的4G执照，更与韩国最大的电讯集团SK Telecom Co Ltd携手合作，共同投资了超过20亿马币，建设了全国4G移动电信,并在短5年内开始获利，可说是当年市场的一大传奇。这次是否可以和腾讯与微众银行一起携手合作，另联合本国回教银行战略联合，值得市场拭目以待！
看来绿驰通讯争取数码银行执照的梦想，似乎已经是囊中之物。
文章来源 ： 市场情报 2020-05-18

gpacket in the next three years if:
Business has no room for growth?
Can the company turn a profit?
Ai, is 5g the future trend?
After the epidemic, the company resumes work, is it necessary for the staff to test the records?
Is 0082wb currently attractive at rm0.30?
Can a digital banking license be obtained?
These are the evaluation indicators of the buying company.

趁机进入，下周许多股如建築，建材，手套股将套利，资金会重新进入如gpacket,gpacket wb的Ai，5g趋势股，長期母股2元，憑单1.60

趁机进入，下周许多股如建築，建材，手套股将套利，资金会重新进入如gpacket,gpacket wb的Ai，5g趋势股，長期母股2元，憑单1.60