There is something in the water. Andy says run !!! Before you are incubated to become another Xenomorph ! Or alternatively wait till dust settle down !
I absorbed 145K units average 1.50 put another bus at 1.40. If a stock that can earn at least 24 sen a share in FY 2025 you think is bad then better you buy gold and keep or keep your money in the bank 😄
I do not think so. Cape EMS overestimate their earnings and new to the corporate world. Again the sentiments are bad these few weeks that drive Malaysian tech stocks to abyss.
The continous onslaught of the tech stocks supporting data center in Malaysia set a dangerous precendence. Malaysia could loss its ambition as a data center eventually due as succumb from poor sentiments. However those who are doing exporting might benefits from the overseas sales of HDD.
Be patience. Which counter in Bursa right now business fundamental is getting solid, revenue increase, efficiency improve double digit QoQ right now? This counter is very like previous Hartalega, glove sector when it was small company about RM1bil market cap in past 12years ago. I bought it, hold it till fund mgr still not spot it, grow QoQ 25%, hold it for 1 year with no share price movement. Then out of suddenly, the price jump after 4 Quarters then it shoot up 100% in 6mths, then it begin multi-baggar due to operation efficient & more sales order of nitrile in US & Europe. That how I become financial freedom, no work for money in early year.
I has strong believe in Notion as long as revenue, earning continue grow + most important getting more efficient year by year. Organic grow on EMS is proven with QoQ improving. Plus, big macro level business of growing Data center is on-track for next big grow in year 2025 and beyond, at least 6years.
Let's us be patience and continue monitor its progress.
Actually Notion is a fantastic stock subjected to fierce manipulation everyday. To make it more appealing to the fund managers it has to do the following: 1) To have a dividend policy. Maybe a 50% payout of its earnings would be great. Assuming earnings of 20 sen in FY 2025, a 10 sen dividend would be good enough. 1) Future ESOS subscription price should not be more than 10% discount to the market price when the decision to issue Esos to its employees and directors is made If the above are implemented then I think the Target price of HLIB and Namura of 3.42 and 3.50 would be realised and shorties would go back to sleep
Momentum buying come, up +9sen to 1.55 in big buyer support. Dont miss the opportunity. Drop from peak 2.44 to 1.55, yet revenue, earning & efficiency continue improve organically. Imagine by year 2025 when its EMS China+1, Taiwan+1, Korea + big grow of AI Datacenter HDD boom for year 2025 onward.
Even current price is way undervalued, less than PE 10. EPS 4.0sen x 4 = 16sen. Be firm and hold, dont let your profit become loss being sell & consume by others wait to collect it. What the point if continue sell, if company revenue & earning continue growth QoQ by double digit, u miss the multi baggar profit in coming weeks to months especially year 2025
"The latest quarter Q2 2024 of Vstecs is 4.30 sen, the share price of Vstecs is 3.52. The target price of Vstecs is said to be set at 6.00.
The latest quarter Q3 2024 of Notion is 3.90 sen, the share price of Notion is 1.72. The target price of Notion is said to worth 30 to 50 sen only.
Both stocks are classified as "Technology" stocks. They are involved in "AI data centres" directly or indirectly. I believe they (both stocks) will perform well.
Go and check all "Technology" stocks listed in KLSE, if the EPS per quarter is > 3.90 sen, what is the current share price ?
Vstecs = 3.38, EPS = 4.30 sen. Notion = 1.72, EPS = 3.90 sen. Greatec = 5.20, EPS = 2.55 sen. MPI = 36.80, EPS = 16.47 sen. Unisem = 3.47, EPS = 1.04 sen PIE = 5.63, EPS = 4.46 sen Mi = 2.28, EPS = 3.09 sen Frontkn = 3.94, EPS = 2.12 sen Inari = 3.55, EPS = 1.97 sen
I write with facts and figures, all data are just updated recently. Decide yourself."
Those counter is way high overvalued vs Notion + it QoQ not yet showing improving revenue or earning grow compare to Notion. How these others stock justify to that share price based on future value which I believe is more high risk than Notion. Plus Notion is indeed making progress grow by organic grow, not yet factor in it next EMS China+1, Taiwan+1, Korea big catalyst on top of AI Data center HDD growth.
Be wisely, dont follow other people blindly without facts & figure proven result.
The intention I shared to you all is to be wise, dont blindly follow the price movement. Just keep and hold it, if drop buy by portion to accumulate at lower price as long as business revenue, earning & efficiency is growing. If felt too worry or stress on price movement, buy a moderate portion, then add it up as it goes up or down. If next Qtr Notion hit EPS 4.3 to 4.5sen, that a good indicator moderate grow + moving into good direction to 2025 for big business revenue grow.
AI related data center developers, Gamuda, Suncon is bottom up, starting to climbing up gradually, good support. Stay firm, hold and add up for Notion multi-baggar return in times
More and more corporate bankers, fund managers are eyeing on these potential growth stock. Dont simply sell your share for big operators, fund mgr eating up your hard earned high growth Notion Vtec stock. Really hard to find a good continuous golden gem stock in Bursa. 3 consecutives quarters growing up with QoQ double digit, that really occur opportunity in Bursa with proven result, figure & fact and NOT FICTION
There are 6 AI Datacenters ready in last month, July 2024 & 3 more to come by year end. Now the 6 building is setting up its infrastructure, expected ready by end of this year. I expect HDD storage memory order will come by early 2025.
The issue here, not many investor fear to hold till year end to early next year. Once big operator collect enough share in high volume, less retailers investor hold.. then oncee spike up.. we normal retailer investor chase & pump up the share price, eventually sell out to retailer.
How low can it goes, that really depend on retailer investor dare to hold or not.
Nothing can stop investors from selling off as stocks have no brains and like a herd follow the sentiments or majority. If confidence about data center and HDD stay. Close one eye and assume ( Ass U and Me ) see nothing...hahaha. Otherwise get off the bus and pray for further selll off. The worst NOmoTION also sell off their panties together with their business..hahaha
Those got "steel Nuts" can hold on----stock market is completely different from "stock fundamental" in short Run ( could be 6 days Or 60years ) It is all about Money ( yours or my ). This is not Bank FD, you lose it., it's gone
HONG LEONG INVESTMENT BANK (AUG 6): Notion VTec’s (KL:NOTION) 9MFY24 core net profit of RM39 million (+>100%) was a beat, thanks to a stronger-than-expected Ebitda margin. Aided by the favourable foreign exchange (forex), 9MFY24 top line gained 36% to RM341 million as the higher contributions from hard disk drive, automotive and energy management systems were more than sufficient to negate the weakness in camera/industrial. In 3QFY24, earnings improved from a loss of RM3 million in 3QFY23 to RM19 million attributable to a higher Ebitda margin, lower depreciation and amortisation and lower effective corporate tax rate.
After three consecutive quarters of robust growth in FY24, Notion anticipates 4QFY24 to progress at a moderate pace in view of the volatility of forex. Stabilised earnings will allow Notion to position and prepare for further expansion in FY25. The group is confident that FY24 will set a new benchmark for both revenue and profit, marking a record year. Maintain “buy” with unchanged target price of RM3.28, pegged to 30 times mid-CY26F fully diluted earnings.
Danger might be lurking in the dark with ringgit strengtening resulting companies who do export might not gain from the forex exchange. Unless Notion business is very robust and offset the forex for good !
I am a Big promoter-----never trust Bank's Tp---They are trader just like you and me.....Why pay RM15,000 for a analyst so that Banker can give "FREE advise" to Public-----Just remember Bankers are so kedekut that want to charge you 50sen for ATM transfer
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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....
xuxu
5,855 posts
Posted by xuxu > 2024-08-20 10:30 | Report Abuse
already told, this stock repeating few years ago (4-5 years ? I can't remember), last time was up till 1+ dropped till 0
.3 if I m not wrong