Minor correction shld finish, short term traders scare till pants drop Because they didn't aware Notion business is in multi year growth start from last QR...
Here are the summarize TheEdge column interview with Notion Vtec on its projection. It well good, now Notion is well diversify business portfolio, future is secure with more business venture across especially on EMS & upcoming big business 'Aluminium extrusion & machining venture [New catalyst]', accelerate its business revenue to 3x fold by FY2026.
With more HDD, SDD memory storage a MUST require for firm AI cloud & datacenter expansion till 2030, direct JCY, Notion & Dufu revenue will improve alot in next 2nd half 2024. I prefer Notion as it does benefit from AI data center grow with well secure diversify business venture. Plus it already been proven in last Q2'FY24 (Mar'24) quarter result that its EMS revenue is double up >100% YoY + additional 30% revenue up across all 3 segments business (HDD, Automotive & EMS) in 2H'24. On top of that, there also in advanced negotiation big Chinese customer for it new venture Aluminium extrusion & machining business with RM500mil/annual revenue. That's huge boost to Notion in years to come, in addition benefit from HDD sales order increasing from AI cloud, data center. Stay invest & know what you invest in for multi baggar return.
Yes, patience is the key to big multi baggar return. Actually review closer, Notion Vtec does able to hit $3.00 easily by next FY2026 as what Mr. Thoo confidence to achieve RM1bil revenue target by FY2026 soon after new venture aluminium extrusion & machining business venture secured & major impact on revenue by FY25, with RM500mil/annual, then double up to RM1bil revenue annually by FY26.
Good news that, this still not factor in the uprising AI cloud & datacenter storage which further increase its revenue on higher sales orders, better ASP price for next many years to come. Price increase to $3.00 seem doable with better & secure revenue + diversify portfolio business growth.
I believe this is a good investment to stay firm & hold for long term duration if aim for multi-baggar return.
Let us review why Notion Vtec can hit $3.00. Based on latest Q2'FY24 (Mar) qtr result, EPS was 2.72sen. If refer to what Mr. Thoo's high confidence predict that Notion revenue achieve RM1bil by FY26.
Q2'FY24 (1 Qtr) = EPS 2.72 x 4 Qtrs = 10.88 sen, let assume per Mr. Thoo's prediction, based on estimation of Notion's revenue increase 3x folds from RM342mil FY23 to RM1bil FY26, assume all remain the same, multiply with 3x folds; that in total are EPS 32.64sen by FY26.
Let say, if PE 10, that share price is $3.26 if PE 15, that Notion's share price is $ 4.89 if PE 20, that Notion's price is $ 6.52
This all calculation method still have not factor in the uprising of AI cloud & datacenter storage theme which require massive HDD, SDD storage capacity yet. If does, this will extra boost Notion, JCY, Dufu sales orders demand to next level with higher ASP price to meet surge in AI cloud, data center requirement. Likewise, we all knew starting April'24 mth, both Western Digital & Seagate stated clearly will increase all HDD & SDD's ASP price ~15% to meet raising demand order.
Better catch up this train now, hold firmly and dont miss this opportunity again and regret later like what Nvidia share price shoot up, 10x foldS to $1139 by playing timing, end up lose the big surge in appreciation share price. Just wait and hold firmly, let it roll up as long as business revenue growth, fundamental is intact.
I share all based on what data, figure & projection of Notion's CEO shared in public listed Bursa. There are no bullshit, lie, talk cock, speculation or biased. All purely based on data & figure to justify the stock selection and it power of selecting the correct, golden 'Gem' stock with high potential growth when opportunity come.
Congrat to those people who bought Nvidia & other related tier1 US based AI companies and hold till now, that 10x fold gain is tremendous awesome gain in just last 2years ago after OpenAI ChatGPT open the eyes of what AI can do & bring massive economy growth.
Now majority tier 1 AI related stock share price raise way high & up-to-now still undervalued based on core earing forward PE valuation less than 30. Let us hunt and find 2nd to 3rd tier AI related stock that has massive potential growth. Dont again miss the train again for next boom in later year 2025 onward once AI technology mature
So, now the real reveal of why Mr Tan bought up 28mils Notion share in one day via open market. Because, Notion has secured new business ALUMINIUM frame for solar panel, plus EMS ramp up exponentially together with renew demand for traditional HDD business because of data center boom..
kkwong13 has published a blog explaining clearly on why Notion deserved a RM3 and above share price, due to the rising demand and higher ASP (Average Selling Price) for HDD (Hard Disk Drive) and SSD (Solid State Drive) for the coming AI Data Centres.
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....
danny123
1,217 posts
Posted by danny123 > 2024-05-28 14:42 | Report Abuse
Good profit cabut dulu.
After get trap