For the next 3 years CPO prices are expected to rise & rise to Rm4,000 a tonne.
Mr, how? Very nervous...whole day can't sleep well
Oh boy!
If you buy shares that cause you to lose sleep you better sell them off and switch to these ones
1) JTIASA (Giant Tressure) 2) Ytl Power (Rock solid & stable) Dividend is 6.8% 3) RceCap (Also Rock Solid) Cash pay out is 25% 4) PBA (This One The MOST SOLID OF ALL) Water is recession proof
Jtiasa was Rm2.70 when CPO was Rm2,600 a ton
Now CPO already crossed Rm2.700 a ton
So Jtiasa going back to Rm2.70 is only a matter of time.
Just buy and forget!
After CPO Cross Rm4,000 a ton then you only SEE how much is Giant Treasure worth.
for those who haven own the share.keep observing,don chase high,unless u are prepared to hold for 6-12 month.
result should come out within this week,operating statistic should be reasonable good,but i am not sure whether the cost of moving plant will continue to drag profit,just as what had happened last quarter.
it will be safer to wait till quarter result come out.if good,buy at a bit higher also never mind,cos upside is huge.and if it is no good due to exceptional item,then you will have chances to collect at lower price again.
report should be by this week. I guess should be profit / green. just that we do not know how much is the profit and whether it meet the expectation from public or not
nice result.meet my expectation.i believe the mid-to-long term recovery had just started.2nd half should do even better. price should continue hovering around 40cen level.
market are currently marked notion as HDD supplier,this had drag notion valuation down,but in fact,i notice the company aldy turn their focus to automotive market,which is much bigger and having good growth potential,the emerged business was doing very well,continue to grow at double digit.
in 2q,revenue from HDD parts business was RM26.2m VS automotive/industrial business of RM19.4m,camera parts business contribute another RM11m.
so,based on current trend, contribution from automotive business should surpassing HDD segment very soon,which i predict will be occur within one year,since new order from new customer will start to contribute from 2nd half FY2016 onward.
when revenue from automotive business surpassing HDD business,and eventually contribute more than 50% of group revenue,notion should be re-rated.i am patiently waiting.
don forget,notion was not HDD manufacturer but a high-precision metal parts supplier,their product can be used in various industry.opportunity for more and diverse orders always there.
usd appreciate again recently,and the timing was fantastic to notion,since their hedging was only RM33m left,compared with more than RM200m last year,if stronger usd theme re-emerge, notion should able to join the rally this time.
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....
VLVL
640 posts
Posted by VLVL > 2016-03-18 11:30 | Report Abuse
yes. buy notion. TP 50 and above. or sapu the warrant B