Personally, i am not putting much trust on their PPE segment, just a means of diversification at this time, the hype was fun la, glove and mask then everyone came,limit up. But I am holding on to see their ems growth in the future
As a smart director who own machinery background should benefit from the best segment or follow the trend while core business still running. Mr.Thoo already told u that capex for EMS sector return was RM1: RM1, But for the mask/ glove was RM1: Rm5. Therefore, its a right and smart move to get benefit from the sector and ride the wave. This also considered as diversification. If they really partnership with Tesla for the EV Segment, I think notion is good for invest for long term as well. Jst my 2 cents. please dont shoot
THE MOTHER OF ALL BUDGET 2021 Beneficial to Healthcare, Technology, Defense, Construction and Properties.
RM 1 Bil to containment measures (COVID 19) Potential beneficiaries diversify into the prod of PPE 1. Komark 2. Notion 3. Prolexus 4. Caely 5. Nova Wellness Group
Covid test kits, reagents and consumables 1. Hong Seng 2. ACO 3. Nexgram
RM 15billion for transport infra dev Johor bahru singapore rapid transit Link Mass Rapid transit Line 3 Central Spine Project (Kelantan Pahang) Klang Third Bridge Pan Borneo Highway Sabah 1. MMC corp 2. Gamuda 3. George Keng 4. Gabungan AQRS 5. Pansar 6. Bina Puri
RM 7.4b to BUILD and UPGRADE Broadband services Telco 1. Telekom 2. Maxis 3. Digi 4. Axiata
Increase Home ownership till 2025 Property Dev 1. Eco world 2. SP Setia 3. Sime Darby 4. IOI Properties 5. Mahsing 6. Titijaya
National Sovereignty 1. Destini 2. Boustead Heavy Industries Corp
High Incentives for high tech and value added firms 1. INARI 2. Vitrox 3. UMC 4. All of whom located in batu kawan industrial park
Sales tax examption for purchase of buses (Listed bus operators) 1. KTB 2. GETS
Notion announced a new contract win. "IQOS is a Tobacco heating system created by Philip Morris - a new smokeless E-cigarette." Following the contract win, the "EMS segment will be augmented by 30+% through IQOS project contribution from Q2 FY2021"
"Through this agreement, Pfizer has pledged to deliver one million doses, 1.7 million doses, 5.8 million doses and 4.3 million doses of Covid-19 vaccine in the first, second, third and fourth quarters of 2021,”
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....
link91
119 posts
Posted by link91 > 2020-11-26 10:22 | Report Abuse
Already dump all, no hope counter