back to price of Notion , I am extremelygrateful for the profit generated at the 70 sen level and i would have sold if it went to 65 lvl and these n more is giving me a handsome profit
Theme parks and Hotel supplements Genting casino business. So it is different from what Notion is doing currently. Anyway I guess we have to see whether this business plan works in the coming qtr
tollebunsmith, no need to engage. haters gonna hate. if keep long term, ignore the noises. if they are not confident, why waste time commenting here? for us? u think got so good hearted people around in i3?
agree with witan.... make sure company grab the highest market share in its strong industry before expand other industry, this will be more secure and safe. unless company has any contract with GLC or govt dept to sell mask.
If Notion venture into hotel business, then we can say that they have lost their way. But now they are expanding their product lines, still in MANUFACTURING business, it is still well in their field. You don't see Mr DIY only selling Screw Drivers, they sell all kind of household items!
kobe: i feel u man... right... now lets wait the webiminar tonight and seek more input and analyse and lets complement ach other to make profit by sharing our thoughts and insights. Remember after results are out it is preety easy on hindsight. We are in new uncharted world turbulent situations, Anyway, happy profitting to us.
overmars: there is no GURANTEE in this world, ( eg best healthy man have died of covid and 100yr old has survived) With that out of the way, anyone who can predicts the future wont be here playing as he would be a billionair nd more cos if u make right investment 51% of the time ( genting red/black) u eventually become a winner. And to clarify i lost a lot more than i gained in Bursa and other ventures too. And do remember that lots of variables along the way. Eventually it will get there in a perfect planned calculation with the condition stable. No one expected covid even Dr Fauci is backtacking all the time. Scientist also lose sometimes. Our own Dr is doing better then most countries compared. In my vies is to make decision along the way. Sell the qtr results and see the condition.. maybe spillover effects of china cos consumables and manufacturing are tied together. That way u bottomline profit y great that fixing a price. Anyway you have to remember this most important point. No matter how much u love a counter , NEVER get married to it, as u will lose a lot of opputunities. Just like u stumbled into Nortion, u will also stumble into other wonderful shares. So it it goes up like 10-15% andt is overbought sell down and collect lower if u believe in the direction of the company. If u play the market well u sell at 80 sen also like u sell at 1.50 ( i mean the total profit. Thats what i did with Notion, i Sold it at 82 and collect lower. There also a few sen profit per share. Do it 5 times u already make 20 sen profit... but sometimes it goes higher after u sell. So sell when u see lots of buyers buy gila gila and buy slowly when people dont want to buy at a lower price. Buying 10k shares on and off is better thbu0k shares at one go. ANyways it is just my viewpoint and not an advise to buy or sell. I am sure many here are way better & have earned Merz and BMW , i only own a Janapenese Car. . May u huat tonz. Have a nice day
Dont even bother looking at notion’s face mask production. Look at gloves counter they already start earning from higher demand. Notion now only start production. Way to slow
Winner128, it is important for us to specialise in what we do. Yes there will be demand, but who has the connections? Topglove or notion? Topglove has the connections for those big clients. Whereas notion need to fight for it. And there’s plenty of manufacturer from China. Imagine the supply of face mask.
Same as precision machining, if topglove venture into it, maybe they will lose to notion as well.
Google BYD and see. It just opened a new face mask manufacturing plant capable of producing 5 million mask PER DAY in MARCH. Notion only produce 8 million PER MONTH by AUGUST. See the difference? They already catch the mask market earlier
Points to ponder: BYD in America maybe the top producer but weeed it this part of the world too. ANd depends on production cost and trust of quality. China can produce 1 billion masks a day threotically; but will u buy c product or malaysian? If MY is more expensive also not many MY will buy if given the choice. Just like milk powder by CH; many there would buy NZ/AUZ baby milk powder. No worries Notion has an edge in MY
The prove of the above will be seen in the price movement. If it goes up, then Notion got approval. If price below 72 closing, means stakeholders dont believe in Notion and we have to be careful on Notion too
If it goes down, our worries are finished and we have to move on. The other major factor will be if they found a vaccine. Then we will have a different playing field. and we have to thread carefully. Notions products will be still required in the medium term.
Most of the businesses are impacted by corona. Adaptability is a must to survive now, Notion venturing into parts for medical ventilators and personal protective equipment is a good move to adapt to pandemic demand. Notion main business still technologies, engineering, hardware or proprietary devices. Dont compare with topglove.
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....
investmalysia
1,454 posts
Posted by investmalysia > 2020-06-04 10:16 | Report Abuse
You think Genting does not have the ability to set up a manufacturing plant producing face mask? They can do it as well