next week Carepls/Comfort/Adventa/LKL all go up. This is healthy correction. Congrats!!! Gold price drops. People come back with huge profits from goreng stocks to this fundamentally strong counter. Stocks on watchlist: 1. Carepls (Glove) 2. Adventa (Glove + Healthcare) 3. Comfort (Glove) 4. LKL (Healthcare)
I have highlighted to the diehards the price of o&g and gold go opposite way.o &g is picking up now hence the gold price is now feeling the pinch of the impact...
virus cannot control until next year. Vaccine only ready by next year 2021. All this counter will benefit. Careplus , advanta , confort, & big 4, notion & other few counter. Last week friday, I can see 2 counter still green is notion & goocean. There 2 company must be highlighted is advanta & notion. Market will decide...........
paktua done full ready request all has been selected to paktua tele chat..
all request full ready.. so NO MORE INTIKE..
paktua.. not advisory stock picker.. also not place to Analise /buy or sell call..
just be part of paktua team.. who want learn more proper how to use paktua ratio 43/57 and paktua other method to be as swing player.. like paktua team..
Edge weekly article on Notion page 32 dated 8 Aug 2020
Notion VTec Bhd:
Notion VTec - a supplier of high quality and precision machined components for the automotive, hard disk drive (HDD) and electronics manufacturing services (EMS) segments - ventured into face mask manufacturing this year. Its share price had appreciated 125% yaer todate to RM1.44 (as at Aug 4th), adding RM404 million market capitalisation to value the company at RM724 million.
On July 30, the company announced that its subsidiary Notion Venture Sdn Bhd is now registered with the US Food and Drug Administration to sell 3 and 4 ply surgical face masks for the use of the general public or health personnel. Executive Chairman Thoo Chow Fah tells the Edge that the group is now applying for the CE certification for the European markets as well.
"Malaysia has made it mandatory for face masks to be worn in public, especially in crowded areas, so our supply to the local market is doing well. When all our production lines are operating fully, which is likely in September, we will start to export. We already have enquiries from Singapore, Vietnam and Hong Kong," he says.
The group will be holding an extraordinary general meeting soon, where shareholders are expected to give their approval for the healthcare segment to be made a core business apart from its precision machined components business.
As Notion's healthcare segment will include the manufacturing of 3 and 4 ply surgical face masks, kid's mask, N95 respirators, Polypropylene PP meltblown filter fabric, Polypropylene PP spunbond and Polypropylene PP resin and masterbatch, the group will become an integrated and ones-stop centre for face mask.
In April the face mask ceiling price was set at 80sen. In the end face mask manufacturers are not willing to sell here and they rather export to other countries to make more money. Government cakap saja la ban face mask export few months back, pay some duit kopi then they sure close 1 eye and let you export as usual.
In Malaysia you don't have face mask you catch the virus you die also nobody will care. In the end people are forced to order online to buy expensive facemask from overseas. Setting a low ceiling price on face mask will not reduce company earnings and benefit the rakyat. It will just cause more face mask shortage.
Notion already stated Q2 said Q3 (apr-June) result will be negative, and their mask only started on June with RM 7.5M investment with 4 lines 10M mask/month RM1/mask meaning per Q rev RM 10M and 5 lines PP MB 50tons/month RM 215k/ton = RM 32m+/Q. Optimistic as plan meaning Rev Q4(July-Sept) for PPE is RM 62M. Just curious with investment of RM 7.5M can generate 62M revenue???
Posted by tonypang01 > Aug 9, 2020 2:21 PM | Report Abuse
Notion already stated Q2 said Q3 (apr-June) result will be negative, and their mask only started on June with RM 7.5M investment with 4 lines 10M mask/month RM1/mask meaning per Q rev RM 10M and 5 lines PP MB 50tons/month RM 215k/ton = RM 32m+/Q. Optimistic as plan meaning Rev Q4(July-Sept) for PPE is RM 62M. Just curious with investment of RM 7.5M can generate 62M revenue
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Waah kalau RM62M revenue dan PAT RM16M, EPS ni sudah 0.13sen setahun ni. Sepatutnya TP sudah RM4.50 ni (xPE35). Sudah terlebih bagus ni!
Bro, investment on mask already a bit too late! Coz market price already fall back to ~0.50/pc(consumer)... Too competitive now.. And the commissioning of machinery may take some time for it to achieve stability..
Oh, sorry! Just updated with latest supplier for 50pcs 3ply face mask now only Rm18/box(50pcs), it means right now only 0.36/pc! So if sell to retailers should be less than Rm0.26/pc.
Brother, Got one potential one to share, just sold out NOTION and all in the stock, this baby venture into PPE covid related products, also potential FDA approval PPE products like NOTION, still very undervalued, potential to be limit up like NOTION... Just sharing...
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....
BearBully
5 posts
Posted by BearBully > 2020-08-08 15:14 | Report Abuse
Hi Paktua, please add me. +60166060080. Thanks