NOTION VTEC BHD

KLSE (MYR): NOTION (0083)

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Last Price

2.07

Today's Change

-0.05 (2.36%)

Day's Change

2.03 - 2.23

Trading Volume

19,182,800


29 people like this.

14,764 comment(s). Last comment by investorbat 2 hours ago

rainman777

1,052 posts

Posted by rainman777 > 1 day ago | Report Abuse

Hahahaha uncles aunties sudah book table Liao hahahaha my order soon hock, Wakaka

newbie9893

2,065 posts

Posted by newbie9893 > 1 day ago | Report Abuse

history repeating, big shark will goreng up kaw kaw today....trust me

rainman777

1,052 posts

Posted by rainman777 > 1 day ago | Report Abuse

Hahahaha Jepun Miki mouse u punya beberapa alamak 46.5c lagi struggling,Aisyah ya ya lagi mau 4-6 sudah 3 setengah tahun alamak kasi new bird ada hope kah, Wakaka

Posted by crazypapapoor > 1 day ago | Report Abuse

rainman777

Hahahaha uncles aunties sudah book table Liao hahahaha my order soon hock, Wakaka

___________________________________________________

20kg ka. satu slice delivery please.

rainman777

1,052 posts

Posted by rainman777 > 1 day ago | Report Abuse

Hahahaha ini swimming punya, Wakaka

Posted by NatsukoMishima > 1 day ago | Report Abuse

Dump dump coming soon !

rainman777

1,052 posts

Posted by rainman777 > 1 day ago | Report Abuse

Hahahaha ada nice food hahahaha pd by Notion alamak u punya air pun tak ada,, Wakaka

Eagle77

5,110 posts

Posted by Eagle77 > 1 day ago | Report Abuse

ESOS selling ⬇️⬇️⬇️🩸🩸🩸

rr88

6,432 posts

Posted by rr88 > 1 day ago | Report Abuse

End of technical bounce.
Last chance to get out 2.10 - 2.14.
B4 a belly up free fall to LD tommorow.

Posted by StartOfTheBull > 1 day ago | Report Abuse

So many greedy people around. 🤔

StartOfTheBull

7,531 posts

Posted by StartOfTheBull > 1 week ago | Report Abuse

Notion was a preferred speculation stock during Covid-19. After containment of the pandemic it stayed at below 40c for more than 2 years.

rainman777

1,052 posts

Posted by rainman777 > 1 day ago | Report Abuse

Hahahaha boleh tahan hari ini nanti Happy hour karaoke my way by frank Sinatra, Wakaka

Mikecyc

44,754 posts

Posted by Mikecyc > 1 day ago | Report Abuse

Haha aka Victor Yong .. no more play Crack Spread song with ssleee ke ..


Posted by probability > 9 hours ago | Report Abuse

@kkwong13, what you think..should renter now?

Mikecyc

44,754 posts

Posted by Mikecyc > 1 day ago | Report Abuse

Haha the fastest U Turn 🐭eagle774 is here ke …same trading style as Blower Pang72 U Turn to play Contra …




Posted by Eagle77 > 4 hours ago | Report Abuse

ESOS selling ⬇️⬇️⬇️🩸🩸🩸

izoklse

5,230 posts

Posted by izoklse > 1 day ago | Report Abuse

Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo

Vicky

1,295 posts

Posted by Vicky > 1 day ago | Report Abuse

Time to rock up Notion price

Ravi Kumar

3,566 posts

Posted by Ravi Kumar > 16 hours ago | Report Abuse

See Fart Sifuuuuu puih


rr88

End of technical bounce.
Last chance to get out 2.10 - 2.14.
B4 a belly up free fall to LD tommorow.

17 hours ago

kkwong13

114 posts

Posted by kkwong13 > 16 hours ago | Report Abuse

Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.

'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust AI-driven demand for data center products is causing tightness on our leading-edge nodes,” Mehrotra said in a statement. “Consequently, we expect continued price increases throughout calendar 2024 despite only steady near-term demand in PCs and smartphones.”

On a call with analysts, Micron said that its high bandwidth memory, the kind used in AI chips, is sold out through 2025. “We believe that Micron will be one of the biggest beneficiaries in the semiconductor industry in the multiyear growth opportunity driven by AI,” Mehrotra said.

kkwong13

114 posts

Posted by kkwong13 > 16 hours ago | Report Abuse

A very positive showing AI data center is huge & potential throughout across HBM, SSD & HDD market growth. 50% growth Quarter over Quarter, that a massive revenue spike in storage memory across the globe. Imagine HDD will take ~90% of all storage memory in AI data centers, how huge the potential opportunities of it?

rainman777

1,052 posts

Posted by rainman777 > 13 hours ago | Report Abuse

Hahahaha Jepun Miki mouse apa sudah jadi counter u ,hari hari turun punya u better jaga baik baik ha,sini u leave it to us ok, wakaka

icecool

4,849 posts

Posted by icecool > 13 hours ago | Report Abuse

this notion so strong gogogo!

Posted by NatsukoMishima > 12 hours ago | Report Abuse

I want to witness all of u naked wthout underwear when insider cut vege !

kkwong13

114 posts

Posted by kkwong13 > 12 hours ago | Report Abuse

It already proven by macro level news across that storage memory of HBM, SDD & HDD are not enough, will raise ASP prices consistency. Look examples, WDC & Seagate raise 2x times in end Nov 23 & April 24, continuous raise by ~13% average in last 2Qtrs. That's very obvious, the demand for AI storage memory are well shortage and severe to meet ever raising AI data centers, customers still willing to buy fast to secure orders. With coming additional build of 10,000 AI DCs require to support AI, double up from current 10,970 DCs.

Are we still in denial that insiders will continue sell or continue buy? In next 3 Qtr will hit beyond $4.00 once the Qtr results out with massive growth .

kkwong13

114 posts

Posted by kkwong13 > 12 hours ago | Report Abuse

Again to emphasis here, this HLIB research reports $3.28 PE 10 is covered mainly on EMS, Automotive & China+1 aluminium business growth, not yet factor in the AI DC business massive expansion grow. That's why Notion has huge potential to hit beyond $4.50 to $6.00 in next year 2025 once Qtr results out to support it. Those who sell or run, will regret in next 6mths down the road.

calvintaneng

54,396 posts

Posted by calvintaneng > 11 hours ago | Report Abuse

We are in a once a generation bull run time triggered by Ai and DC centers

Dell CEO said HDD demand will increase by 100X or 10,000%

This is real life demand

kkwong13

114 posts

Posted by kkwong13 > 11 hours ago | Report Abuse

There is a high expectations on smartphone & PC revenue will boost Micron, but the sales is flat temporarily. Don't underestimate coming Apple iPhone 16 with AI features, there will be massive growth of loyal Apple fans to queue & buy this new iPhone release in Sept24, then Micron, Sk Hynix & Samsung sales orders will shoot up the sky once ot get crazy.
If anyone do deeper research, almost all US banker, analysts, fund mgr are buying Apple shares in big volumes, raise it target price to $260 to $275 range by early next year 2025, expected massive buying iPhone16 with higher ASP + raising demands.

I believe Micron will be great as well in later this year. The key important here is HDD, Micron reported 50% QoQ revenue up alone in AI data center business, and now we are buying and holding JCY, Notion and Dufu direct correlated with AI DC.. so the power of HDDs, SDDs volume will be massive big in coming year end 2024

rainman777

1,052 posts

Posted by rainman777 > 11 hours ago | Report Abuse

Hahahaha Jepun run naked from from port Klang to federal highway, Wakaka

Posted by StartOfTheBull > 10 hours ago | Report Abuse

Remember: This is a very speculative stock!

hng33

19,941 posts

Posted by hng33 > 10 hours ago | Report Abuse


The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559

hng33

19,941 posts

Posted by hng33 > 10 hours ago | Report Abuse

bought notion at 2.13-2.15

probability

14,442 posts

Posted by probability > 10 hours ago | Report Abuse

looking at the confidence level of the management response....it appears like there is a lot of upside potential

Posted by Silent 88888 > 10 hours ago | Report Abuse

before serbak gone case his management response also super positive for your information 🤣

probability

14,442 posts

Posted by probability > 10 hours ago | Report Abuse

ahh..dont remind me of serba...that is con at the ultimate level! :)

Notion....hmmm..my guts says there must be some truth to their assertion...

hng33

19,941 posts

Posted by hng33 > 10 hours ago | Report Abuse

added last batch at 2.10

Cakes Moon

6,863 posts

Posted by Cakes Moon > 9 hours ago | Report Abuse

Habis cerita!!!
Very volatile, better stay away!!!

Posted by Killsthebear > 9 hours ago | Report Abuse

Glove pie, Tesla pie, DC pie...what's next? 😈

Posted by NatsukoMishima > 8 hours ago | Report Abuse

Lokap pie soon !

Posted by NatsukoMishima > 8 hours ago | Report Abuse

I want to see u all lose underwear!

hng33

19,941 posts

Posted by hng33 > 8 hours ago | Report Abuse

Call to confirm Notion news
+(603) 3361 5615
Notion VTec Berhad
Lot 6123, Jalan Haji Salleh
Batu 5 1/2, Jalan Meru
41050 Klang, Selangor Darul Ehsan

1. By Aug 20204, Notion will clinch JV deal with China partner in high volume aluminum extrusion export business

2. By Aug 20204, Notion will have agreement with exiting customer in the EV automotive plunger business to increase capacity significantly

3. Strong steady growth in high end appliance business

4. Notion HDD manufacture plant in Rojanan industrial park in Thailand have ramp up manufacturing utilization rate up to 90% and in the process of hiring personnel to accommodate increase demand

5. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers, Western digital + Seagate, Tosibah.

probability

14,442 posts

Posted by probability > 7 hours ago | Report Abuse

Director buying already... today they purposely push down into the red so that people dont keep questioning its unstoppable rise. They want to avoid any spotlight at the moment and follow the general market..

investorbat

1,391 posts

Posted by investorbat > 6 hours ago | Report Abuse

Director bought again average $2.30,u want to sell below this price?He did not sell single share from 30 sen early this year to 2.45 but bought more above 2,very simple hint.

rainman777

1,052 posts

Posted by rainman777 > 6 hours ago | Report Abuse

Hahahaha Jepun kena hammer 🔨 kuat kuat oleh dia punya new bird, alamak promised sky n moon hahahaha ini kali dia naked Liao, Wakaka

hng33

19,941 posts

Posted by hng33 > 3 hours ago | Report Abuse

For FY2024, the Board is confident that it is a turnaround year. Additionally, the expectation is for H2 FY2024 to out-pace H1

hng33

19,941 posts

Posted by hng33 > 3 hours ago | Report Abuse

Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in
tandem with the unit of shipment.

Take for example, western digital 18 TB HDD now increase disk per base plate to 9 disk for hyper scale data center. In turn of per unit shipment, western digital need order 1 base plate from JCY, but western digital need order 9 spacer from notion and each spacer posses high precision up to sub micro level in order to achieve high heat dispersion between disk. Notion also supply clamp on top of spacer in each HDD.

Therefore, notion business volume is highly correlate with high capacity HDD storage for current AI power data center

Posted by Investor101 > 2 hours ago | Report Abuse

Topglov director bought shares and sbb when price came down after peak.. History repeating itself? Interesting.. NFA

hng33

19,941 posts

Posted by hng33 > 2 hours ago | Report Abuse

Aug 20204, Notion will clinch JV deal with China partner in high volume aluminum extrusion export business. These High volume aluminium extrusion is use for solar panel frame to be manufacture in Klang plant 3. Once agreement signed, it is expect to come on stream in mid 2025.

investorbat

1,391 posts

Posted by investorbat > 2 hours ago | Report Abuse

Do u know how much dividend he got?From oct 2020 to the last dividend paid total is around 75 sen,he holds 2.8 billion shares=$2.1 billions.He just used less than 10% of dividend money to buy back shares.Secondly glove is not HDD parts.. Notion mentioned,only few can supply to HDD makers and lately some customers came back to Notion because of the quality problem.HDD is running 24/7 ,any minor defects in the quality will cause big trouble .Notion is not totally depends on HDD revenue,EMS is doing very well also.

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