NOTION VTEC BHD

KLSE (MYR): NOTION (0083)

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Last Price

0.95

Today's Change

+0.03 (3.26%)

Day's Change

0.925 - 0.96

Trading Volume

7,191,100


29 people like this.

16,548 comment(s). Last comment by GrowingRich 4 hours ago

Posted by crazypapapoor > 1 month ago | Report Abuse

the battle begins.

GrowingRich

2,748 posts

Posted by GrowingRich > 1 month ago | Report Abuse

well, 1.60 would have been an even better buy than 1.80 or 1.70 of course

but then, that is precisely the thing you see, you can never hit it smack bang right on the bull's eye🎯 each and every time, you can only make an approximate calculated guesstimate, just like mr titan3322 has done

main thing being, at the end of the day, you have the endurance and staying power to hold out until you get worthwhile enough gains

way to play, way to go, becos we all live in the real world, not some fantasy dream world where we could predict everything with supreme perfect precision

8u29song

2,848 posts

Posted by 8u29song > 1 month ago | Report Abuse

enjoy your lunch time

Posted by crazypapapoor > 1 month ago | Report Abuse

this stock destined to go down in these 3 days, before taking off again.

GrowingRich

2,748 posts

Posted by GrowingRich > 1 month ago | Report Abuse

crazypapapoor: "this stock destined to go down in these 3 days, before taking off again."

aah, yah gah, sure boh

waah, you already know with such great certainty what is going to happen over next three days meh

whoa, like this you going to be multi-billionaire within six months lor, then can change your name to "crazypaparich" lor

Posted by crazypapapoor > 1 month ago | Report Abuse

thats why im poor lor. should have follow you. all stock go upward never downward. wakkaka

Posted by crazypapapoor > 1 month ago | Report Abuse

lor lor lor

chiepin1

35 posts

Posted by chiepin1 > 1 month ago | Report Abuse

Nomura target price for Notion RM3.51

newbie9893

2,254 posts

Posted by newbie9893 > 1 month ago | Report Abuse

Kasih LD today

GrowingRich

2,748 posts

Posted by GrowingRich > 1 month ago | Report Abuse

crazypapapoor: "thats why im poor lor. should have follow you. all stock go upward never downward. wakkaka"

ki ki ki😹

titan3322

2,610 posts

Posted by titan3322 > 1 month ago | Report Abuse

There are people hoping for LD 🤣 if you are smart enough you should place your buy order with 10 big lots each between
1.50 to 1.60 and now you are going to have wangyu beef 🍖 dinner instead of crying for LD 😄🤣

kkwong13

168 posts

Posted by kkwong13 > 1 month ago | Report Abuse

Notion CEO quoted in Qtr report, "This period of stabilised earnings will position us well as we prepare for further expansion in the next financial year," the group noted.

That's stated clearly in CEO for next Q4'24 (Dec) result, will be massive expansion growth starting Q4'24 soon after EMS Aluminium revenue start to kick in mid/end Q4'24, triple up its 3x revenue growth till end 2025 financially. Plus, its stated, upcoming Q3'24 (Sep) will have modest grow. I estimate will hit revenue RM150mil, with earning RM25mil (EPS 4.33sen) in next Qtr result. Overall, business is stable, growing & expanding great in next 6mths to 1 yr for triple revenue gain by 2025. It's is a business revenue structural change toward expansion mode with each Qtr better %profit margin operational cost improve financially proven in Qtr report.

I dont see any reason to sell beside sentiment movement. I will continue hold, buy & collect when opportunity come, even buy on upside as well if buying momentum mode comes in for next RM3.28 (PE 10) or higher as long as mgmt continue to deliver & business growing.

titan3322

2,610 posts

Posted by titan3322 > 1 month ago | Report Abuse

Kawan ardr told you All US futures markets have turned strong green. Stocks like Dufu has gone up by 11sen . Do you think Notion will do worse than Dufu? Sudah jual you got no chance to buy back ardy. Can bang balls 🏀 only

duriand24

48 posts

Posted by duriand24 > 1 month ago | Report Abuse

life is tough

Santiago

464 posts

Posted by Santiago > 1 month ago | Report Abuse

Haha.. semua kena now

Santiago

464 posts

Posted by Santiago > 1 month ago | Report Abuse

what goes up fast, must come down fast as well! good luck to those who are still holding

Posted by Vickneswaran William > 1 month ago | Report Abuse

Is this because of the ESOS ?

Posted by NatsukoMishima > 1 month ago | Report Abuse

Goes up fast wont goes down fast if your company very solid fundamental !

lazzo88

117 posts

Posted by lazzo88 > 1 month ago | Report Abuse

Literally sell on good QR 😕

8u29song

2,848 posts

Posted by 8u29song > 1 month ago | Report Abuse

not too bad . still people to support....

Posted by Ahmad Shauqi > 1 month ago | Report Abuse

1472 ATP - This counter (Stock No - %s) has been suspended. The status of counter is %s

kkwong13

168 posts

Posted by kkwong13 > 1 month ago | Report Abuse

This restriction prevent margin cash trade, must be genuine cash on-hand to buy only, no margin allow. I believe this will be lift off soon after next Qtr result out with estimate Q4 EPS 4.3sen, restate to next actual PE 13 on upcoming 4 EPS actual rolling in total

Why in first place, banker set this restriction rule as it previous last 4th Qtr result show -6.98sen (Q4'FY23), the loss due to one-time impairment loss PPE glove of plant & machinery RM 30.7mil + RM8.5mil. After that, it start to recover & rebound fast fundamentally earning grow starting Q1 (1.56sen) --> Q2 (2.72sen) --> Q3 (3.9sen). Expect come Q4 hit 4.3sen and then moving into new starting Q1'FY25 (Dec), it will expand to triple 3x its revenue by year 2025.

You may read my blog research update for better understanding, as this was shared in TheEdge interview column back on May'24 by Notion Mr. Thoo.

kkwong13

168 posts

Posted by kkwong13 > 1 month ago | Report Abuse

In short, just to summarize what theEdge interview column, also for myself remind of why I pick & buy Notion in first place.

What catalyst enablers Notion Vtec to achieve RM1billion revenue target by FY2026 (3times vs RM345mil in FY2023), CAGR 43% by segment breakdown to group revenue:

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

The prediction of Notion $3.28 (PE=10) by year 2025 still conservative, can go way beyond as still not factor in the massive opportunity revenue create from AI cloud & data center yet for Notion. This revenue is purely on new existing & new catalyst business for Notion instead only, that already potential boost to Rm1bil revenue generated, starting Q1'FY25.

Imagine what happen if you include AI cloud & data center massive increase sales order and better ASP price for all Notion, JCY & Dufu bring towards it's revenue in 2H'24. What's that will happen as more and more big giants corporate Nvidia, Microsoft, Google committed to invest total Rm30billions+ and more to come in Msia here & globally to build data center with require massive HDD, SDD memory storage. What the future lie ahead for data center which contribute to data storage of HDD & SDD throughout now till year 2030? That will be a blowout massive revenue for all related Western Digital, Seagate & other tier2 , tier3 supply chain starting year 2025.

Do the maths, that you know why Notion, JCY & Dufu their huge potential of revenue growth.

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

Posted by Vickneswaran William > 1 month ago | Report Abuse

The announcement and execution of a rights issue can have an impact on the company's share price. Initially, the share price may experience a decline due to the dilution effect as new shares are issued at a discounted price.

https://www.klsescreener.com/v2/announcements/view/7526161

SinGor

4,877 posts

Posted by SinGor > 1 month ago | Report Abuse

donT cry if you sold today, Dow future is pending Down again.----maybe tomolo is another Bad day.....can
buy back in Sept after Fed's Cut----0.5% Fed Cut is Good, 0.25% Cut is neutral---0.75% Cut will turn Salted Fish
alive again

Vicky

1,568 posts

Posted by Vicky > 1 month ago | Report Abuse

Please bear in mind to sell Notion is easy but to buy is hell broke loose as need to telecon with broker and finance firm trading company. Think carefully before exit as all the prospects are in front of you.

danny123

1,217 posts

Posted by danny123 > 1 month ago | Report Abuse

Sell
1.00 - 1.20 COMING very soon

kisord

60 posts

Posted by kisord > 1 month ago | Report Abuse

will the rising ringgit affects or wipe off the profits of its sales to US based customers ?😣

Choo71

99 posts

Posted by Choo71 > 1 month ago | Report Abuse

If Warren buffet willing to let go Appl stock and forego the USD100 million dividend it is a bad indicator

chamlo

1,263 posts

Posted by chamlo > 1 month ago | Report Abuse

QR good why still down?

speakup

26,818 posts

Posted by speakup > 1 month ago | Report Abuse

lu tak pernah dengar "sell on news" ke?

MD8888

141 posts

Posted by MD8888 > 1 month ago | Report Abuse

😅 I want buy in also hard ... Almost want press in , shark run away

Posted by Skywalker00 > 1 month ago | Report Abuse

Check Malaysia kini news. Search semiconductor.

GrowingRich

2,748 posts

Posted by GrowingRich > 1 month ago | Report Abuse

danny123: "Sell
1.00 - 1.20 COMING very soon"

aah, yah gah, sure boh

You sell yours at 1.50 la, kawan, I will buy direct from you in kopitiam.

mf

28,702 posts

Posted by mf > 1 month ago | Report Abuse

rip

zoizai

1,476 posts

Posted by zoizai > 1 month ago | Report Abuse

Gogogo today up 10%

mf

28,702 posts

Posted by mf > 1 month ago | Report Abuse


Nikkei 225
34,138.50 34,244.00 33,465.00 -121.50 -0.35%
20:32:35

danny123

1,217 posts

Posted by danny123 > 1 month ago | Report Abuse

Sure come 1.00 -1.20 ,
Soon or later.
Just like how all d glove counters come down

Posted by crazypapapoor > 1 month ago | Report Abuse


GrowingRich

crazypapapoor: "this stock destined to go down in these 3 days, before taking off again."

aah, yah gah, sure boh

waah, you already know with such great certainty what is going to happen over next three days meh

whoa, like this you going to be multi-billionaire within six months lor, then can change your name to "crazypaparich" lor
_________________________________________

how, want me to predict your life?

8u29song

2,848 posts

Posted by 8u29song > 1 month ago | Report Abuse

it.s a vicious cycle, in tandem to most techs to come down, followed by margin force sell, and you sell I sell,hoping some contra gain... will take some time to stabilise...

mf

28,702 posts

Posted by mf > 1 month ago | Report Abuse

sell

8u29song

2,848 posts

Posted by 8u29song > 1 month ago | Report Abuse

yes...149 done

Jack Khan

1,293 posts

Posted by Jack Khan > 1 month ago | Report Abuse

esos only cost 0.68! insider so easy earn money from shareholder!

8u29song

2,848 posts

Posted by 8u29song > 1 month ago | Report Abuse

Q 152

newbie9893

2,254 posts

Posted by newbie9893 > 1 month ago | Report Abuse

still not too late to sell now...heading to LD

autoven

283 posts

Posted by autoven > 1 month ago | Report Abuse

i afraid it may go limit down if no sell now..

8u29song

2,848 posts

Posted by 8u29song > 1 month ago | Report Abuse

on board now to ride the tide.....

newbie9893

2,254 posts

Posted by newbie9893 > 1 month ago | Report Abuse

LD 1.14

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