Conclusions: Face mask est sales: RM11.2 mil a month PP MB est sales: RM6.3 mil a month
Total estimated Healthcare Business: RM17.5 mil a month or annualised RM210 mil
Face mask local sales through distributorship and online sales whilst exports will be through in-house marketing and our customer channels. PP MB we have ready buyers in China and also local enquiries from face mask makers.
Further expansion of this sector will be subject to progress of the supply and demand trend for face mask during this pandemic and overseas demand for both the face mask and PP MB.
Overall, Notion is still very much a metals business and it will remain core as we have solid demand orders in the HDD and we are developing the aluminium extrusion business.
EMS sector is still ongoing albeit at a slower pace with new product development by customers while we wait for the global economic recovery. The Auto sector we are unsure when their future will pan out to normal.
888 next: Isn't a projection of rm210 mil per year from the healthcare sector alone being too optimistic? That's equivalent to 88% of the entire company sales in 2019.
Including the HDD, Aluminium Extrusion, EMS & Auto Sector, the total sales projection for 2020 is much higher than 2019. Is it achievable or its just a far-fetch number your executives came up with just to please the management...
Hope u could enlighten me on this matter. Thank you.
Just wait for the Q2 and Q3 results to know whether the company is able to achieve what it had planned out. Anyone could do a good write up, but not everyone able to walk the talk. The company had been established for more than 2 decades and achieved the highest revenue of RM300mil in 2012.
Since then, it had not achieved the vision and mission statement: To be a leader and world class specialist in high precision components for the data storage,consumer electronics, digital imaging and automotive industries and an outsourcing provider using state of the art high precision technology.
Besides that, the company is competing with our PPE and face mask manufacturer that recently jump into the bandwagon as well.
We know large multinational companies doing their part to manufacture ppe, face mask and ventilators. They are doing to contribute to the society and not doing it to be their main biz. You won't be seeing GE, Ford, BAE, Bombardier,etc diversifying into ppe and face mask as their main biz.
Lastly, just a moment a go, Caely Holdings Bhd, Bra company diversifying biz into ppe and face masks.
It's just a hype and Notion Vtec is no different, 2-3 years down the road, Notion Vtec will remain where it is today.
A successful growing company such as Grab, Toss, N26,, Paytm, Coupang, Monzo, TikTok exist less than 10 years ago and are multiple times larger in valuation and in earnings.
888next: Thank you for the explanation. It's a really good initiative for retail investors to gain insights in company's operations and planning. One of the best investor's relations I would say.
“They are doing to contribute to the society and not doing it to be their main biz. “
if want to contribute just buy face mask, ppe and re sell, its a waste of capex to setup prod lines, trainings, manpower, machine, quality just for for society contribution
This counter wants to break all time high at 0.920. Once it breaks and close above 0.920, this counter will Up Up and Away.
If not, take your profit go find another counter. Or not, stay your position and monitor every end of the day.
This counter got shares only less than 600 mil and very light. Stock signal also strong bull. Golden Cross since 32 days ago. Not to mention, this counter also uptrend.
dufu shows consistent profit as HDD player and shows covid crisis have very small impact to its business
notion might be and might not, we do not know, to be fair most of operation should be affected bcoz of lower production, all the best to notion holders
Guys this is the 1st time received Bonus issue would like to ask I bought at 1.20 as such when the bonus was issued wat it also at 1.20 or at a lower price. Thanks
It would average your price, combining the units you bought at 1.20 and the free bonus shares you received. Your average cost price should now show together with total units you hold, after the bonus ex-date. Price was adjusted from 1.20 to 0.84.... but sadly it dropped to 0.775 now.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ych00ng
54 posts
Posted by ych00ng > 2020-05-14 10:39 | Report Abuse
hi just wondering if I sell all my shares today, am I still entitled for the bonus tomorrow? thanks for clarification