Posted by nasgee > 2024-06-12 09:35 | Report Abuse

fasterr...180 coming soonn

Posted by nselvara123 > 2024-06-12 12:52 | Report Abuse

Buyer in control. More upside

Posted by investorbat > 2024-06-12 14:40 | Report Abuse

see u at 1.85

Posted by ktrader > 2024-06-12 15:40 | Report Abuse

Whoaaaa...what happen suddenly all diving? Got bad news ka

Posted by ChloeTai > 2024-06-12 17:28 | Report Abuse

Just a normal profit taking. No bad news.

Posted by nselvara123 > 2024-06-12 17:47 | Report Abuse

Negative comments on Wall Street stock.. https://theedgemalaysia.com/node/715184.

Posted by GrowingRich > 2024-06-13 00:42 | Report Abuse

I think🤔 Notion had better start bucking up and moving much more strongly

or else risk being overtaken by JCY pretty soon

Posted by calvintaneng > 2024-06-13 02:27 | Report Abuse

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

Posted by hng33 > 2024-06-13 13:32 | Report Abuse

Sold back at 1.63-1.66

Posted by investorbat > 2024-06-13 15:30 | Report Abuse

Good ,buy call 2.20 from Aminvest

Posted by hng33 > 2024-06-13 16:43 | Report Abuse

sold balance at 1.69

Posted by investorbat > 2024-06-14 09:10 | Report Abuse

sudah rehat 1.60-1.7 for a week already,now towards 1.85

Posted by kkwong13 > 2024-06-14 09:44 | Report Abuse

I'm adding Notion at 1.71. Observing, we all knew Notion has huge potential & big room to raise further with certainty to hit $3.00 by next 3Quarters result out, set for PE 10 valuation. In term of PE value, its way lagging behind compare to Dufu, remain key for HDDs manufacturer tier1 supplier, raising higher with more data centers expansion build across the globe, storage memory business sector is highly secure & stable.

I believe related HDD manufacturer (Notion, JCY & Dufu) on their PE sector should & will be revalue, revise higher PE>=20x or least equal to lower than Bursa Technology Index’s 31x of semiconductor stocks. Potential is huge, thus I continue add into Notion share.

Posted by investorbat > 2024-06-14 10:01 | Report Abuse

KK you are right,Notion made the most money amongs the 3,but market cap is lowest,much more room to go.I noticed every 8 to 10 ten days there will be a big green candle with huge volume

Posted by northside > 2024-06-14 10:21 | Report Abuse

Repeat the history of “Genetec”

Posted by investorbat > 2024-06-14 10:34 | Report Abuse

Aminvest gave buy call 2.20 is excluding the aluminium extrusion contract."IF" Notion got the contract annual revenue will be 500mil higher,takes 6% net margin,will be another 30mil net profits. Foresee 2.50 if contract awarded

Posted by ChloeTai > 2024-06-14 10:59 | Report Abuse

Today goreng Notion, yesterday goreng JCY and the day before yesterday goreng Dufu. Usually this weekend 3 days holiday, forummers have nothing to do and will post many positive comments. Therefore, next Tuesday, all the three stocks will go up.

Posted by kkwong13 > 2024-06-14 11:14 | Report Abuse

That's correct investorbat. From past 3weeks, I observed Notion is continue collecting every 8 to 10 days with high volume buyers. Eventually, there will be less Notion shares in the market, with continuous buyers collecting with volume buying in batches of volume buy, it will be easily push up Notion share price to next level. See if today can hit first $2.00. Notion give you a well certainty of secure, stable and mostly raise due to proven earnings quarter result & future next 3Qtrs guidance revenue grow, easily hit $3.00 by Aug, Nov & Feb'24 Qtr result. The key element for investor now is patience hold & add JCY, Notion & Dufu as time goes.

Posted by kkwong13 > 2024-06-14 11:21 | Report Abuse

FYi, I'm gradually adding 1.71 to 1.78, let see as time goes.

Posted by investorbat > 2024-06-14 11:57 | Report Abuse

KK,today cannot reach 2 la, it reaches upper BB will stop there,maybe few sen above.Hopes today close around 1.88

Posted by dxbman > 2024-06-14 12:01 | Report Abuse

SUPER STRONG BUY. NEXT WEEK >RM2.00

Posted by xuxu > 2024-06-14 12:14 | Report Abuse

Still holding =)

Posted by yongyong88 > 2024-06-14 12:26 | Report Abuse

Once the hype is over, all these data center related counters will freefall....

Posted by Dehcomic01 > 2024-06-14 12:50 | Report Abuse

One the thematic play today is that a some Bursa tech companies will benefit from the US “trade tiff” with China. Notion Vtec has been touted as one such company. Over the past few weeks its market price had jumped more than 4 or 5 times.

If you are investing based on this thematic play, you might have missed the boat already. Its current price of RM 1.68 per share has run ahead of its long term business fundamentals.

One of my concerns was that over the past 12 years, the Group generated RM 128 million PBT. A breakdown of this PBT showed that the operations did not generate any profit. Rather the bulk of the profits came from non-operating sources specifically insurance claims.

https://i.postimg.cc/SN4x0sS9/Notion-VTec.png
I have other concerns to suggest that the market is currently sentiments-driven. Refer to Notion Vtec if you want to see details of my argument. https://www.youtube.com/watch?v=nRdzP8c0N7Q

Posted by kkwong13 > 2024-06-14 15:02 | Report Abuse

Please do your deep study & research of what AI going to transform in future moving forward. Data is fuel to AI, which require HDDs, SDDs storage memory to work. Without storage memory, no matter how fast AI GPU performance chip is, its still require memory to store & retrieve for data processing.

If you sensitive enough toward what macroeconomic world change right now especially on AI technology, there are massive AI cloud & data centers are in expansion mode. Going to be double the data center to ~10,000 by 2030 on top of current 10,970 available data center now. That's a massive HDDs storage memory require for raw data memory storage, expected hit 3200 billions of HDDs by 2030 as per industry expert stated CAGR 9.3% growth annually.
Also, if you do further read on AI, Meta stated & announced in their latest Q1'24 result that Meta will "accelerate infrastructure investments" for AI, raises its capex to $35bn-$40bn alone for end 2024, spend billions of dollars more on servers and data centers as it continues to ramp up its infrastructure investments in order to support artificial intelligence (AI).

That's follow by Microsoft, Google each will spend a whopping total of $40 to $50bil throughout year 2024 to continue expanding their AI infrastructure data center investment. Not to mention other like Oracle, IBM, Salesforce, Dell, HPQ and other joining the AI data center & AI infrastructure. That's a huge explosive of AI data centers to be build, which require tons of exabytes storage memory HDDs, SDDs for many years to come.

Now AI is like a baby starting to crawl, big massive opportunity in AI for many years to come. For those who still in denial mode, stated AI is just hype, you will regret deeply in next 6mth to 1year later on.

Posted by rainman777 > 2024-06-14 15:32 | Report Abuse

Hahahaha waloa eh wah cornering tak perlu brake punya, Wakaka

Posted by nselvara123 > 2024-06-14 16:58 | Report Abuse

Good weekend with 1.81 finishing. See you on Tuesday. Fast money.

Posted by calvintaneng > 2024-06-15 08:18 | Report Abuse

Happy morning all
Notion, Jcy and Dufu

Notion bought at 52.5 sen
Now Rm1.81 is up an amazing 344%

Fast and furious due to Newtonian Law of Motion
This Force from earnings of Hdd plus Ems plus digital camera plus brakes for cars plus face mask have propelled this into a First Hdd Bull 🔥🔥🔥

And it spread to Jcy bought at 32 sen and now 89.5 sen or up
279%

Success begets success

Then it spreads to our Hexcap bought at 36 sen and now 67 sen or up Rm1.86

All these are DC related bull run stocks
Now the only laggard left is Dufu

And and will take their turns to go up hand in hand and side by side

Just buy and hold tight as Newtonian Law of Motion is Powering them with greater Force of More Ai and more DC Centers being built

Posted by calvintaneng > 2024-06-15 08:23 | Report Abuse

Hexcap up 186% is similar to Notion with Multi - Industries

1. Transgrid Ventures = "Tremendous Grip" on Tnb projects

2. Fiber Optics for Data Centers

3. Binacom for Underground Cabling and Satellite internet

4. Construction for hostels

5. Others

In Bull run time
Best course of action

"Buy and hold" or " Buy and forget"

"Sustain Your Patience " Great Movements Take Time To Develop"

Posted by OrlandoWeb3AI > 2024-06-15 15:56 | Report Abuse

https://www.pcgamesn.com/wd/high-capacity-ssd-tech

Posted by OrlandoWeb3AI > 2024-06-15 15:56 | Report Abuse

https://www.pcgamesn.com/wd/high-capacity-ssd-tech

Posted by OrlandoWeb3AI > 2024-06-15 15:58 | Report Abuse

SSDs are about to become massive, thanks to WD

Western Digital shows off the highest capacity NAND flash memory yet at an investor event, paving the way for huge drives in the future.

Posted by OrlandoWeb3AI > 2024-06-15 15:58 | Report Abuse

Here

https://www.pcgamesn.com/wd/high-capacity-ssd-tech

Posted by OrlandoWeb3AI > 2024-06-15 16:05 | Report Abuse

... but it shows that high-capacity flash memory chips are already in development, and it’s likely to be only a matter of time before we start seeing larger-capacity drives for desktop PCs as well.

Posted by nselvara123 > 2024-06-15 21:10 | Report Abuse

As i am aware Notion don’t make HDD. They only make spacer and casing for HDD so what got to do with highly advance HDD.

Posted by duatlai > 2024-06-16 09:48 | Report Abuse

PE , look

Posted by nselvara123 > 2024-06-16 10:31 | Report Abuse

Yes, duailai. PE is only 19x compare to Dufu 80x. Dufu value at 1.4B. JCY at 1.9B. Notion 9.38M.

Posted by calvintaneng > 2024-06-17 07:54 | Report Abuse

NOTHING IS SO POWERFUL IN THE WORLD THAN AN IDEA WHOSE TIME HAS COME

Victor Hugo

Blog: CATALYSTS: FOR STOCKS TO GO UP THERE MUST BE STRONG CATALYSTS: THE MORE POWERFUL THE CATALYSTS THE MORE POWERFUL THE UPSURGE!

https://klse.i3investor.com/web/forum/forum-thread/608930947

Posted by mf > 2024-06-18 06:35 | Report Abuse

2024-06-14

Additional Listing

Exercise of Warrants - 23,490 shares at 0.445.

Posted by investorbat > 2024-06-18 09:09 | Report Abuse

sudah dapat 500mil contract?

Posted by Silent 88888 > 2024-06-18 09:10 | Report Abuse

ok thanks bye see you next time

Posted by badrul1970 > 2024-06-18 09:11 | Report Abuse

Notion meroket !!!!

Posted by kkwong13 > 2024-06-18 09:33 | Report Abuse

Fundamentally, Notion is way undervalued, lagging behind both JCY & Dufu. In term of share price, it has huge opportunity to raise higher. That's target price $3.00 still has not factor in the massive growth HDDs demand in data centers build across the globe. Notion market cap is smaller than JCY, Dufu and yet more stable, diversify, undervalued & certainty share price go higher $3.00.

Again, Notion still has not factor in the upraising of massive HDDs sales order from continue grow of 10,000 data centers across the globe in next 2030. Opportunity for Notion is humongous, same apply to JCY & Dufu in next 6mths to 1year.

Posted by rainman777 > 2024-06-18 09:37 | Report Abuse

Hahahaha waloa eh pagi sudah hot,wah cornering tak perlu brake punya tengok pun cantik, Wakaka

Posted by Killsthebear > 2024-06-18 11:31 | Report Abuse

no uma, SC in hibernate mode🤔

Posted by investorbat > 2024-06-18 11:33 | Report Abuse

took some profits at 1.97,will LU if contract awarded

Posted by moven00 > 2024-06-18 13:50 | Report Abuse

Sudah kena UMA from Bursa

Posted by ChloeTai > 2024-06-18 13:57 | Report Abuse

https://theedgemalaysia.com/node/715729
Notion VTec receives UMA query as shares hit decade high.

Posted by ChloeTai > 2024-06-18 14:03 | Report Abuse

All in the same boat (AI / DC) got indirect negative effects. Before this, was PIE (due to AI rise) also got UMA.

Posted by kkwong13 > 2024-06-18 14:18 | Report Abuse

Actually Notion share price up, received UMA is simple direct reason. First of all, for those mid to long term investors (institution/retailer/corporate) continue to buy Notion for its future projection revenue growth of more data centers going to be build, ready & operate by end of 2024 & 2025 onward, which gradually convert into producing more output part ship to larger capacity HDDs volume growth (both Western Digital & Seagate). This to support data centers expansion requirement to extend into year 2030 (per industry expert projection of CAGR 9.6% annually). As a result, tons of billion of HDDs will be produce to meet data centers' customer demand across the globe due to raising AI cloud & AI data centers shortage storage memory.

2nd, Notion's executive Chairman Mr. Thoo reported on his last May'24 TheEdge interview column, clearly stated Notion upcoming end FY25 will observe major catalyst boost of Notion's revenue as its new catalyst aluminium extrusion & machining venture will increase additional +RM500mil/annual. Currently in, advanced negotiation stage with potential Chinese partnership will be reported by 2H'24.

Below is the catalyst from the TheEdge interview summary for review:

a) HDD: Revenue up 30% + high confidence continue expand 5 years due to recovery enterprise cloud & new data centers volume expansion.

b) Automotive: Revenue up 35% + continue grow on new customer South Korea supply volume production of solenoid valves, starting 2HFY2024

c) EMS: Revenue up additional 35% due to few new EMS clients taken on-board in high-end electrical appliance

d) Aluminium extrusion & machining venture [New catalyst]: Revenue additional RM500mil/annual + advanced negotiation stage with potential Chinese partnership driven by need to relocate out of China operation due to US-China trade tension & US tariff hikes on Chinese imports, starting early FY2025


For FY2024, Notion's Board is confident that it is a turnaround year, expectation is for 2H'FY2024 to out-pace 1H'FY2024


https://klse.i3investor.com/web/blog/detail/notionvtec/2024-05-28-story-h-160714258-Notion_Vtec_s_well_diversified_RM1billion_revenue_target_by_FY2026_CAGR

Stay Happy, Stay Invest!