From day 1 already mentioned data center will not take off so fast as the infrastructure is not yet available. Building need at least 3 years. The energy and water also have not resolved for data center. So how fast stock market can go to support this initiative. All trapped at higher price. The market is creating a fake rally and many are trapped. So sad.
you are wrong about Data Centre construction speed---Real Delay is Authority approval ( need kopi money from agent---nobody knows who they are ? Normally Gov officers are too afraid to ask kopi money nowadays. TNB has atleast 30% spare capacity---and Selangor has atleast 35% spare Water capacity bcos 2 New Dams ( used ground water in mining pool )started in 2020, completion 2025--2027-----as i said in KPS, it will be main beneficiary as water chemical supplier to Mother Air Selangor ( even before DataCentre started to get Hot )
It is funny u guys think the booming of data center in malaysia will benefit hdd. Seriously, who care about malaysia? Hdd has a global market and u guys think only malaysia when u make your investment decision in hdd company?
and hdd is irrelevant in ai data center! It is all about computing power!
When HLIB make the coverage Just find best entry Latest SCGBHD, n MNHLDG Who ever read n get best entry 👍 If you manage to buy the warrant..consider millionare 😅
It is inevitable all HDD players in Malaysia will succumb from poor setiments regardless international or local business. The stock melt up is occuring everyday. If international tech stocks landed into trouble ours will turn to dust. It is hapenning now !
Its a shame that a stock with prospects and with promising results as shown in the past QRs goes this low. Small retailers like myself have lost confidence, the funds/operators have overplayed it. Is the current price justified? I don’t believe so, but what I think doesn’t matter…
@ Hot stuff I really hope it can drop to 1.00 so that I can trade with bigger volume. I think the syndicates traders and operators are trying hard to to that too. But will it ?
notion is currently trading at 8.8x PER based on last qtr results of RM20m profit..... the PER is pretty low, but the question to ask is whether he RM20m profit can be repeated? If Q4 profit comes at RM14m (sale as Q2) then the FYE PER will be at 12.5x which is reasonable, or even under-valued. In the last qtr results, the RM20m profit came with significant RM42m increase in trade receivable over the 6mths period. This is highly questionable.
Outlook Forecast (extract from Qtr results) :- 1) After three consecutive quarters of robust growth in FY2024, we anticipate the fourth quarter to progress at a moderate pace. (Does this mean the RM20m profit will not be achievable in Q4?) 2) This period of stabilized earnings will position us well as we prepare for further expansion in the next financial year. 3) The Board and Management are confident that FY2024 will set a new benchmark for both revenue and profits, marking a record year for the Group. (2023 was loss making year, and 2024 profit making so surely 2024 will be better year no doubt, but what is the forecast of Q4 2024??)
Now the question is do you believe Notion can achieve Eps of 4 cent in Q4. If you think it can, now is the best time to accumulate. Esos execution throughout the period is not very aggressive.
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....
Vicky
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Posted by Vicky > 1 month ago | Report Abuse
From day 1 already mentioned data center will not take off so fast as the infrastructure is not yet available. Building need at least 3 years. The energy and water also have not resolved for data center. So how fast stock market can go to support this initiative. All trapped at higher price. The market is creating a fake rally and many are trapped. So sad.