Posted by Michael Kwok > 1 month ago | Report Abuse

Notion 1.73
Advice sell on strength
Tp rm 1-rm 1.20

Posted by GrowingRich > 1 month ago | Report Abuse

Michael Kwok: "Notion 1.73
Advice sell on strength
Tp rm 1-rm 1.20"

Ha ha ha, nice try, dude😎. But you need to try much harder.😂

Posted by kkwong13 > 1 month ago | Report Abuse

Notion's next big business catalyst customer China+1, Taiwan+1 on EMS business still in advanced negotiation, expected to be finalize by Sep to Oct timeframe, that will triple up Notion's revenue, starting mid Q4'24 & reporting actual financial report in next year 2025. Here we mention of 3x upside of revenue. Now, with continue substantial QoQ revenue jump RM93M (Q1) --> RM135M(Q3) & PAT earnings jump massively from RM8.02M (Q1) --> RM20.15M (Q3), a 151% jump PAT earning, EPS continuous growing up with consistent 3Qtrs, this showing its a well proven business revenue growing on what Notion's mgmt said & continuous 3Qtrs PAT earning really delivered so far and on good path for business expansion.

Imagine if next upcoming China+1 Aluminium (yearly RM500M revenue, big catalyst) announce business secure in coming Sep or Oct'24, what that will happen to Notion share price. Plus, we have not include or add any AI DC HDD massive business opportunity in year end 2024 to early 2025, whereby once all AI DC building across entire world & Msia as a overall ready, start purchasing tons of billions of HDD, SDD for memory storage in AI DC for next 2030, what that will be across of Notion, JCY & Dufu.

Question, why I still not dare to buy big on JCY, Dufu as I dont see the revenue, earnings proven on steady ground come from their business outlook growth, but it will eventually come once it AI DC building are all ready by late Dec'24 which will report on Feb'25 Qtr result. So for now, it is a safe invest on Notion as its EMS business proven coming in, cost factory operation improving more efficient & future outlook on 2H'24 is encouraging to expand further.

Posted by titan3322 > 1 month ago | Report Abuse

Strong buy at this level. Don't worry about the warrant D listing it will soon be finished !

Posted by OTB > 1 month ago | Report Abuse

The share price will not move up north if there is no growth in EPS.
No one can move up the share price if the fundamentals are not there.
Hope that the EPS for next quarter result should be better than 3.90 sen.

The target price set by HLIB and Nomura is 3.28 and 3.51 respectively.
According to the management of Notion, FY 2025 result will be better than FY 2024.
The last quarter result, EPS is 3.90 sen.
Assuming EPS for FY 2025 is 4.0 x 4 = 16.0 sen, at a PER=20, the target price at 3.20 is achievable.
Among all the brokers in town, I always trust HLIB's report, its report is always very accurate.

The latest quarter Q2 2024 of Vstecs is 4.30 sen, the share price of Vstecs is 3.52.
The latest quarter Q3 2024 of Notion is 3.90 sen, the share price of Notion is 1.73.
The target price of Vstecs is said to be set at 6.00.
What about the target price of Notion to be set at 3.28 ?
You should know the correct answer.
In actual facts, the share price of Notion is undervalued.
Both stocks are classified as "Technology" stocks. They are involved in "AI data centres" directly or indirectly.
I believe they will perform well.

When all brokers in town do not believe the fundamentals of Notion, they imposed cash upfront restriction on all clients to buy Notion shares.
The share price of Notion skyrocketed up the roof to a new high at 2.44.

The fundamentals are shown and proven on the latest quarter result now, a few brokers have uplifted cash upfront restriction, but the share price failed to perform.
I am quite disappointed on the poor performance of the share price of Notion.
Hope that this stock will reward us accordingly if we buy and hold for a bit longer term.

I write with facts and figures.
Good luck.
Thank you.

Posted by annalise > 1 month ago | Report Abuse

just a short term downtrend. hold tight!

Posted by danny123 > 1 month ago | Report Abuse

This counter similar to top glove
high alredi done.
Im looking at 0.8- 1.00
Big Bear like Panda, want to see go to Zoo

Posted by nickweichung > 1 month ago | Report Abuse

@OTB true, HLIB report is the best in town. 2nd best is kenanga and 3rd best is affin. the rest is smoking pot or regurgitating rhetoric which i find less useful and can get by reading local newspaper lol

Posted by Nbdknw > 1 month ago | Report Abuse

What about RE segment

Posted by mf > 1 month ago | Report Abuse

sell

Posted by kkwong13 > 1 month ago | Report Abuse

Overall, AI DC storage memory market trend is positive

https://klse.i3investor.com/web/blog/detail/NotionJCYDufustorage/2024-08-15-story-h-154193002-Hard_Drive_Capacity_by_Data_Center_market_Roadmap

Posted by kkwong13 > 1 month ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/NotionJCYDufuAIDCtrend/2024-08-15-story-h-154193840-AI_Powered_Storage_Market_Size_Share_and_Trends_2024_to_2033

Posted by kkwong13 > 1 month ago | Report Abuse

In summary, all related AI DC storage memory market trend is positive, growing CAGR 26.5% yearly especially on high end nearline HDD high capacity memory products. Keep it for at least year 2025 when all AI DC building worldwide ready & start operation by late mid/end Q4 2024.

Need to firmly hold for big multi-baggar return profit in year 2025 till 2033 with yearly compounding growth of 26.5% annually.

Posted by crazypapapoor > 1 month ago | Report Abuse

99spdmart is coming! cash is needed for IPO~

Posted by xuxu > 1 month ago | Report Abuse

https://www.klsescreener.com/v2/announcements/view/7663575

Posted by xuxu > 1 month ago | Report Abuse

will gap down sooon, all beware !

Posted by kkwong13 > 1 month ago | Report Abuse

This cancel announcement is to confirm to cancel MOU, pertaining to power utility upon several status released past statement since Feb'24, zero effect to any Notion business segment. Make it a clear statement for investors to know it final confirmation.

Here i3investor chatroom is good to share insight information of business outlook, revenue projection, facts & figure with data. Dont blindly mislead novice investors who believe it gap down, then sell their share at a loss without knowing what the company business doing at all. If the company is lousy, bad management, revenue on declining with data & figures proven that fine to share and alert investor.

Dont be an asshole, always bad-mouthed without do any indepth research, market trend theme and revenue + earning growing. You are doing a bad karma to other people, eventually you are the one suffer the bad karma and lose big in investment world. It is way better if you just keep quiet.

Posted by xuxu > 1 month ago | Report Abuse

aiyo I m so kind to share here. but curse me so much ar. hehe. But I m big win and great position now. ppl got the right to share and comment. Don't simply curse ppl, black hearted no luck hehe

Posted by xuxu > 1 month ago | Report Abuse

kkwong13 thanks for the cursing. I will win more hehe

Posted by xuxu > 1 month ago | Report Abuse

this stock 0.4 - 2.0 already all priced in, price hard to move if no further news or better performance
I wont buy back even if drop to below 1, I bought 0.83 and tp 1.95, money kaw kaw in my pocket hehe

Posted by Vicky > 1 month ago | Report Abuse

As usual for Notion counter behaviour. No matter how good is the counter it must crash first to follow sentiment and also to benefit operators as to collect more tickets. Therefore kindly brace for impact as we are crashing ahead no matter what happens !

Posted by SinGor > 1 month ago | Report Abuse

99 Speed Mart IPO---I think 1.65 is too expensive. The Bumi portion might Not get any taker. Bankers
might have to goreng it Up and Dump to " aunty and Ah pek " ( 6 months down the road, you might get
under RM1.0 )

Posted by badrul1970 > 1 month ago | Report Abuse

I will keep this stock 😎

Posted by kkwong13 > 1 month ago | Report Abuse

This Notion is still not factor-in the price appreciation even it hit $2.44 at highest point because its revenue is continue climbing from RM93mil to RM135mil in past 3 Qtr, impressively its earning up 150% growth. Notion's top mgmt already stated in TheEdge confidently last May'24, its revenue estimate to hit triple to RM1bil revenue in financial reporting by year 2025, begin its operation by mid/late Q4'24.

How do you define a company share price already price in, what is the timeline? Do you know if revenue can grow 3x triple, how much is the earning PAT will be? Its not a 1:1 ratio as of if revenue up 3x then earning PAT is the same. Wise versa, it can go beyond 6x or more as operation cost is fixed, once it hit its operation breakeven cost, every single +RM1 ringgit gain on revenue will convert to earning PBT, then minus tax it will be very significant to earning PAT.

Look ahead deeper on it reporting revenue Q1 to Q3, it revenue gain +RM42mil (RM93.7mil (Q1)--> RM135mil (Q3)), increase of +44%, but its earning PAT rose to +151% (RM8mil (Q1) --> RM20.1mil (Q3). See the different..

Assuming Notion's EPS with zero growth for FY 2025 is 4.0 x 4 = 16.0 sen, that PER=10 equal to $1.60. If Notion revenue up 3x per mgmt expected by year 2025, that EPS will be 16sen x 3 = 48sen, equal to PER 10 of $4.80. Conservative target price by HLIB's report at 3.28 is easily achievable at minimum.

FYI, I'm already a financial freedom, no need work for money. My successful investment cycle over last 15yrs+ not because of luck, I invest based on solid fundamental growth company + market theme sentiment with CAGR mostly on Bursa & US stocks.

You already profit handsomely on Notion, buy at lower price, that good for you which I also profit from it. I continue keep it as it does provide a golden opportunity for multi-baggar return. But dont be black hearted with bad intention, mislead novice investor to sell down at lower price, then yourself buy back at lower price at expenses of other losses. Of course market sentiment need to monitor closely, day by day but that will be taxing for normal investors unless you are full time trader investor. But once you miss it, u will never buy it back if the company continue to provide solid growing revenue + earning profit.

Take example, Nvidia past 2yrs ago, share price was $9.30, now up $118 after 10:1 share split.. Now, opportunity come for Notion, will it be like Nvda or conservatively up 2x to 4x, can it potential in next 1-2 year? Dont forget, AI Datacenter still not starting yet, AI DC building still developing, expected ready by end 2024 & start operation in year 2025. How high can it goes, once worldwide AI DC is ready and require massive tons of billions of HDD, SDD till year 2030? How big it will be?

Posted by zoizai > 1 month ago | Report Abuse

Target price above rm3

Posted by zoizai > 1 month ago | Report Abuse

Surely ppl who enter low price will take profit. Once finish profit taking , will go up another round. Yes notion will be multibagger stock

Posted by lazzo88 > 1 month ago | Report Abuse

Let it go up to RM2 first ...

Posted by MD8888 > 1 month ago | Report Abuse

💪

Posted by cactus81 > 1 month ago | Report Abuse

I believe in Data Center. I believe in AI. So does I believe in Notion.

Posted by simonS > 1 month ago | Report Abuse

I love to buy in when those jokers said gap down. Thats the basic of greedy and fear.

Posted by simonS > 1 month ago | Report Abuse

There are 2 group of ppl, 1 comes with fact and data another group come with just being a joker and bad mouth.

Posted by zoizai > 1 month ago | Report Abuse

US stock shot up today. Tmr notion above rm2

Posted by cactus81 > 1 month ago | Report Abuse

Good. Hopefully everybody can make a right choice.

Posted by Vicky > 1 month ago | Report Abuse

Malaysian investors are more kiasu kiasi than Singaporean. So they prefer to put inside the bank for FD rather than in stock market...hahaha

Posted by OTB > 1 month ago | Report Abuse

The GDP of Malaysia in 2023 is 3.7%.
The projected Q2 2024 GDP is estimated to grow at 5.8%.
The actual Q2 2024 GDP growth will be announced on 16/8/2024.
This high GDP growth is the highest in the Asian region.
The Malaysian government expects to achieve a GDP of >6% for the next 5 years.

I believe this high GDP growth announcement will help to move up the KLSE stock market as a whole.

Good luck.
Thank you.

Posted by kkwong13 > 1 month ago | Report Abuse

AI related theme play stocks in US come back in aggressive mode, all up >20% in big revenge like AVGO, NVDA, AMZN, META in less than 4 continuous days trading, same across Taiwan, Japan stock exchange. Time to buck in and enter, before the train fly high and miss the big boat for multi-baggar return.

Posted by Vicky > 1 month ago | Report Abuse

Malaysian illiteracy in the stock market is inevitable. They look for more bad news than good news. Once bitten, twice shy. Even US and regional are doing well. This include operators, Mr. Market and investors. Wait till dust settle down and by that time regional market already higher than our market. Hahaha...

Posted by zoizai > 1 month ago | Report Abuse

Sharks and scammers all in notion now

Posted by OTB > 1 month ago | Report Abuse

Posted by kkwong13 > 17 hours ago | Report Abuse

This Notion is still not factor-in the price appreciation even it hit $2.44 at highest point because its revenue is continue climbing from RM93mil to RM135mil in past 3 Qtr, impressively its earning up 150% growth. Notion's top mgmt already stated in TheEdge confidently last May'24, its revenue estimate to hit triple to RM1bil revenue in financial reporting by year 2025, begin its operation by mid/late Q4'24.

How do you define a company share price already price in, what is the timeline? Do you know if revenue can grow 3x triple, how much is the earning PAT will be? Its not a 1:1 ratio as of if revenue up 3x then earning PAT is the same. Wise versa, it can go beyond 6x or more as operation cost is fixed, once it hit its operation breakeven cost, every single +RM1 ringgit gain on revenue will convert to earning PBT, then minus tax it will be very significant to earning PAT.

Look ahead deeper on it reporting revenue Q1 to Q3, it revenue gain +RM42mil (RM93.7mil (Q1)--> RM135mil (Q3)), increase of +44%, but its earning PAT rose to +151% (RM8mil (Q1) --> RM20.1mil (Q3). See the different..
-----------------------
@kkwong13,
Based on your above calculation, please give your Revenue and PAT for Q1 2025.
Assuming the revenue for FY 2025 is about 1 billion.
Thank you.

Posted by sumbody > 1 month ago | Report Abuse

GDP 5.9% wow

Posted by sumbody > 1 month ago | Report Abuse

Assuming Rev is RM1b in FY 2025, PAT and EPS will be RM160m and 31.2 cents respectively.

Posted by OTB > 1 month ago | Report Abuse

The actual Q2 2024 GDP growth announced today is 5.9%.
This high GDP growth is the highest in the Asian region.

I believe this high GDP growth announcement today will help to move up the KLSE stock market as a whole.
I believe 2H2024, KLSE will perform better than 1H2024.

Good luck.
Thank you.

Posted by OTB > 1 month ago | Report Abuse

Please note that the stock market is at least 6 months to a year ahead of economic performance.
In 2013, the GDP growth was only 4.69%, the FBMKLCI index closed at 1,867.

The highest point for FBMKLCI index in 1H2024 is 1,638.
Hope that FBMKLCI index will close at a new high (higher than 1,638) in 2024.
Good luck.
Thank you.

Posted by kkwong13 > 1 month ago | Report Abuse

Hi OTB,

I do not have a well round calculation if Notion's FY2025 reach RM1.0bil revenue as it Gross margin, PBT continue improve way exceed beyond calculation baseline assumption. That's mean Notion mgmt really improving their factory operation cost way better by each quarters than we can assume here.

For instance, even a small revenue increase from Q2 to Q3, its improve very drastically. I hardly see only One Quarter (Q3'FY24) result can be that good QoQ: Rev +21%, GM% +40%, PAT +42%. Plus Notion's mgmt very positive on FY2025 and set a new benchmark this Q3'FY24 result as a standard, moving forward as in next Q4'FY24. It even get excited & confidence moving into next year 2025.

I believe Notion does has something on-hand but cannot announce for now until it official lock-down, secured before announce to public on China +1, Taiwan+1 & Korea upcoming new business sales order.

Q3 FY2024, Rev=135.5M, PAT=20M [EPS 3.9sen]
--> QoQ: Rev +21%, GM% +40%, PAT +42%

Posted by kkwong13 > 1 month ago | Report Abuse

This latest Qtr result, QoQ improve is still not yet factor-in China+1, Taiwan+1, Korea & AI data center HDD business grow in next 2025 financial report. All %revenue & %PBT earning gain are purely on organic grow with better than expected cost operation efficiency improvement.

So it will be good to collect, accumulate as it goes & hold for upcoming till 2025 as long as Notion's mgmt consistently deliver improving Qtr result.

Posted by OTB > 1 month ago | Report Abuse

@kkwong13,
Thank you for your explanation.
If Notion can deliver the below type of result will be super.

Posted by sumbody > 2 hours ago | Report Abuse

Assuming Rev is RM1b in FY 2025, PAT and EPS will be RM160m and 31.2 cents respectively.
---------------
Thank you sumbody.

Good luck.
Thank you.

Posted by kkwong13 > 1 month ago | Report Abuse

That assumption Rev RM1bil in FY2025, with PAT & EPS of RM160mil & 29.5sen is very conservative.
Based on the Notion record past 3 last Qtrs result of continuous improving %GM & better cost management operation efficiency, I believe can hit min PAT >20%, around RM200mil, PAT & EPS is 36.9sen by FY2025

Posted by sumbody > 1 month ago | Report Abuse

Yes it is a conservative calculation as it is difficult to gauge the expansion of bottomline. Thank you

Posted by zoizai > 1 month ago | Report Abuse

Wowow so many sharks inside notion now. Gogogo

Posted by Vicky > 1 month ago | Report Abuse

We have sharknando, ikan billis and many waiting for the good news. Let's see how NOmoTION perform..