I m collecting Notion share at $1.49 now even I hold huge chunk shares of Notion. What's other high potential Bursa stock that rise along with global HDD storage customers tier1 supply chain with raising AI cloud and data center massive growth business.

https://klse.i3investor.com/web/blog/detail/notionvtec/2024-05-28-story-h-160714258-Notion_Vtec_s_well_diversified_RM1billion_revenue_target_by_FY2026_CAGR

I believe some investor might not read my research and finding from what Mr. Thoo, Executive chairman during TheEdge interviewed session last week. This prediction of $3.00 and beyond still not factor in the massive opportunity revenue create from AI cloud & data center yet for Notion. This revenue is purely on new existing & new catalyst business for Notion instead only, that already potential boost to Rm1bil revenue generated, starting FY25 and will report real core revenue but FY26 alone.

Imagine what happen if you include AI cloud & data center massive increase sales order and better ASP price for all Notion , JCY & Dufu bring towards it's revenue in 2H'24... What's that will happen as more and more big giants corporate Nvidia, Microsoft, Google committed to invest total Rm30billions+ and more to come in Msia to build data center here. What the future ahead for data center which contribute to data storage of HDD & SDD throughout now till year 2030? That will be a blowout massive revenue for all related Western Digital, Seagate & other tier2 , tier3 supply chain.

Do the maths, that you know why Notion, JCY & Dufu their huge potential of revenue growth.

https://klse.i3investor.com/web/blog/detail/notionvtec/2024-05-28-story-h-160714258-Notion_Vtec_s_well_diversified_RM1billion_revenue_target_by_FY2026_CAGR

I believe some investor might not read my research and finding from what Mr. Thoo, Executive chairman during TheEdge interviewed session last week. This prediction of $3.00 and beyond still not factor in the massive opportunity revenue create from AI cloud & data center yet for Notion. This revenue is purely on new existing & new catalyst business for Notion instead only, that already potential boost to Rm1bil revenue generated, starting FY25 and will report real core revenue but FY26 alone.

Imagine what happen if you include AI cloud & data center massive increase sales order and better ASP price for all Notion , JCY & Dufu bring towards it's revenue in 2H'24... What's that will happen as more and more big giants corporate Nvidia, Microsoft, Google committed to invest total Rm30billions+ and more to come in Msia to build data center here. What the future ahead for data center which contribute to data storage of HDD & SDD throughout now till year 2030? That will be a blowout massive revenue for all related Western Digital, Seagate & other tier2 , tier3 supply chain.

Do the maths, that you know why Notion, JCY & Dufu their huge potential of revenue growth.

Patience and continue hold firm strong recovery+ structural change company like Notion Vtec pay well in years to come.. Now, Google, Nvidia & Microsoft onboard with massive total investment of Rm30bil total, big impact to AI cloud and data center as Msia become premier hub for data center AI base.

I share all based on what data, figure & projection of Notion's CEO shared in public listed Bursa. There are no bullshit, lie, talk cock, speculation or biased. All purely based on data & figure to justify the stock selection and it power of selecting the correct, golden 'Gem' stock with high potential growth when opportunity come.

Congrat to those people who bought Nvidia & other related tier1 US based AI companies and hold till now, that 10x fold gain is tremendous awesome gain in just last 2years ago after OpenAI ChatGPT open the eyes of what AI can do & bring massive economy growth.

Now majority tier 1 AI related stock share price raise way high & up-to-now still undervalued based on core earing forward PE valuation less than 30. Let us hunt and find 2nd to 3rd tier AI related stock that has massive potential growth. Dont again miss the train again for next boom in later year 2025 onward once AI technology mature

Let us review why Notion Vtec can hit $3.00. Based on latest Q2'FY24 (Mar) qtr result, EPS was 2.72sen. If refer to what Mr. Thoo's high confidence predict that Notion revenue achieve RM1bil by FY26.

Q2'FY24 (1 Qtr) = EPS 2.72 x 4 Qtrs = 10.88 sen,
let assume per Mr. Thoo's prediction, based on estimation of Notion's revenue increase 3x folds from RM342mil FY23 to RM1bil FY26, assume all remain the same, multiply with 3x folds; that in total are EPS 32.64sen by FY26.

Let say, if PE 10, that share price is $3.26
if PE 15, that Notion's share price is $ 4.89
if PE 20, that Notion's price is $ 6.52

This all calculation method still have not factor in the uprising of AI cloud & datacenter storage theme which require massive HDD, SDD storage capacity yet. If does, this will extra boost Notion, JCY, Dufu sales orders demand to next level with higher ASP price to meet surge in AI cloud, data center requirement.
Likewise, we all knew starting April'24 mth, both Western Digital & Seagate stated clearly will increase all HDD & SDD's ASP price ~15% to meet raising demand order.

Better catch up this train now, hold firmly and dont miss this opportunity again and regret later like what Nvidia share price shoot up, 10x foldS to $1139 by playing timing, end up lose the big surge in appreciation share price. Just wait and hold firmly, let it roll up as long as business revenue growth, fundamental is intact.

Yes, patience is the key to big multi baggar return. Actually review closer, Notion Vtec does able to hit $3.00 easily by next FY2026 as what Mr. Thoo confidence to achieve RM1bil revenue target by FY2026 soon after new venture aluminium extrusion & machining business venture secured & major impact on revenue by FY25, with RM500mil/annual, then double up to RM1bil revenue annually by FY26.

Good news that, this still not factor in the uprising AI cloud & datacenter storage which further increase its revenue on higher sales orders, better ASP price for next many years to come. Price increase to $3.00 seem doable with better & secure revenue + diversify portfolio business growth.

I believe this is a good investment to stay firm & hold for long term duration if aim for multi-baggar return.

With more HDD, SDD memory storage a MUST require for firm AI cloud & datacenter expansion till 2030, direct JCY, Notion & Dufu revenue will improve alot in next 2nd half 2024. I prefer Notion as it does benefit from AI data center grow with well secure diversify business venture. Plus it already been proven in last Q2'FY24 (Mar'24) quarter result that its EMS revenue is double up >100% YoY + additional 30% revenue up across all 3 segments business (HDD, Automotive & EMS) in 2H'24. On top of that, there also in advanced negotiation big Chinese customer for it new venture Aluminium extrusion & machining business with RM500mil/annual revenue. That's huge boost to Notion in years to come, in addition benefit from HDD sales order increasing from AI cloud, data center. Stay invest & know what you invest in for multi baggar return.

Here are the summarize TheEdge column interview with Notion Vtec on its projection. It well good, now Notion is well diversify business portfolio, future is secure with more business venture across especially on EMS & upcoming big business 'Aluminium extrusion & machining venture [New catalyst]', accelerate its business revenue to 3x fold by FY2026.

https://klse.i3investor.com/web/blog/detail/notionvtec/2024-05-28-story-h-160714258-Notion_Vtec_s_well_diversified_RM1billion_revenue_target_by_FY2026_CAGR

I extracted from IB research report & reference to those reliable source data from Trendforce, Forbes & Business insight, summarize the key essence of their data, forecast & prediction business. It good to know & align to what expert predict the memory market & confirm the upraising of continue ASP memory price reflect to surging AI sales order up. Plus the HDD & SDD ASP price does surge higher especially during 2024 onward as all major giant companies (Google, Amazon, Meta, Microsoft) spending $200bil in total for year 2024 alone to secure their competition in AI cloud market. Expert research predict year 2024 till 2026 will hit $1Trillion dollar spend on AI infrastructure cloud & enterprise business.

Notion business reported high sales order & revenue increase of +19% & PAT earning rose sharply + 75% despite CNY holiday & short Feb'24 mth (short delivery output), driven by higher sales orders demand. Imagine in coming CQ2'24, there will be surge increase of production output & delivery, not affected by seasonal holiday. I believe there will be higher profitable earning with huge order sales output in cloud and enterprise computing for AI machine data storage, beneficial to HDD due to better cost vs TB/storage data. Expected next quarter result of CQ2'2024 will hit RM150mil revenue & PAT earning RM20mil (EPS 3.88sen).

There is another increase of HDD ASP price of ~10% in CQ2'24 due to shortage of HDD memory on raising customer order demand in recent Western Digital report notified their customer of the ASP price increase, same applied to Flash & SDD with ~15% increase as well. Before that, from 3Q23 to 1Q24, HDD prices increased by 10% to 20% overall, due to AI market demand swing cause supply of HDD outbalanced demand move into few quarters ahead driving prices higher per industry sources report in Forbes, TrendForce & Business Insight.

Likewise, SSD market is also facing supply shortages, especially in the enterprise SSD segment. TrendForce predicts a strong increase of about 13-18% in NAND Flash contract prices in 2Q24, with enterprise SSD contract prices expected to increase by 20-25% QoQ, representing the highest among all product lines.

In summary, both HDD & SDD are well moving into good projection earning forecast result throughout many years to come as long as AI market grow in expansion mode toward year 2030 with CAGR 36.6%. Happy investing!

Oil sector is shortage of FPSO oil tanker, tight supply and continue bullish outlook set for year 2024 execution phase until 2027 as reported by oil industry analysts. Armada will continue to capitalize on growing demand for FPSO demand, evidence on gaining more contract, securing FPSO full bareboat charter rates, 7years charter extension, pipelay vessel new contracts & upcoming new FPSO contract wins. I believe the chances to secure & get final acceptance contract awards is high due to less FPSO companies beside Armada & Yinson. Let's see the upcoming Qtr result report out, expected 24th May.