Haha.... Very funny u.... Ocncash and tek seng n even small timer nihsin also strong move today!!! Let wait for toilet paper theme play, high potential will move up!
Notion +3.58% (estimate 20mill a month)-90% Europe and US market, 10% Local. Iconic +11.46% (estimate 2/3 mill a month) PRLEXUS +22.05% (Non disposal mask) RM70 for 2. EG +24.55% SCGM +25.25% (Singapore market) Careplus +27.56%
Last week Malaysia announce mask on is mandatory, same goes to countries around the world(EUROPE,US,AUST, and many many more. ) So "quality medical mask" shortage everywhere, of cause alot ppl can source cheap mask from CHINA. I bought 1 box at RM29.90 from supermarket yesterday, and I notice the quality is totally lousy. No advisable for self protection.
NOTION ROI 30% from Thoo even the mask price drop to 50sen a piece.
wow....my tawin-pa and hlt-wa really flying near to notion soon, i will support notion when tawin-pa and hlt-wa reach notion 0.65, see you there notion ...come lower more to 0.65...hahahaha
Mandatory face mask starting 1st August. Going to have good business prospect. Possible to export oversea would be an additional revenue plus with higher margin
Prospect going to be good bcoz COVID-19 will only get worse before its get better. Reality for vaccine to be available going to takes yr. The use of face mask will definitely spike as it’s the most effective protection for movement of ppl. No countries afford to go for complete lockdown anymore.
Since you’re saying covid will only get worse before getting better and vaccine will not be available soon, jump to glove counters la. Why waste time here
The buying interest is so strong...trading value ~12.5mil, the 8500lots @0.765 and 17000lots@0.77 only worth ~2mil, think will be cleared easily, reaching to 0.78-0.8 region soon?
Notion now another healthcare related counter, Notion venture not only to produce mask but also the raw mat of mask non woven sheet.
"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" estimate RM15 mill for the PPMB product a quarter.
1. Tekseng up 60% from 60sen to 96sen. Since Notion already lock and run full capacity for is PPMB, and RM15 mil revenue will add into SEP quarter for PPMB.
2.OCNCASH up 40% from 63sen to 93 sen OCN produce non woven sheet and supply to pampers maker but not masks maker, all retail so crazy to goreng OCN fro no reason.
WHY can't their share price up 30%? 72sen to 92sen before shoot to 100sen
Not sure if this news can move the price or not but Notion now can export their masks to US
Personally also not sure how much their face mask segment can contribute to the bottom line but having FDA approved face masks at the very least shows that their masks is of a certain standard and will be more marketable.
It also increase the range and the optionality as to which market they can sell their face masks to - increasing the demand and probably the average selling price of their face masks.
1st shipment of face mask is ready to enter US shore. With current exchange rate. Definitely high profit margin. Imagine US government enforces mandatory face mask on their citizens. Bear in mind, US is trying not to buy China made face mask
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investmalysia
1,454 posts
Posted by investmalysia > 2020-07-23 17:07 | Report Abuse
Yeah. Later they will tell you their toilet paper is 3/4ply with disinfection. So your butt will more clean after you use it.