NOTION VTEC BHD
KLSE (MYR): NOTION (0083)
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Last Price
2.05
Today's Change
-0.02 (0.97%)
Day's Change
1.96 - 2.12
Trading Volume
13,090,200
Financial
T4Q
31-Mar-2021
2020
31-Mar-2021
2019
31-Mar-2021
2018
31-Mar-2021
2017
31-Mar-2021
Discussions
29 people like this. Showing 50 of 14,785 comments
It already proven by macro level news across that storage memory of HBM, SDD & HDD are not enough, will raise ASP prices consistency. Look examples, WDC & Seagate raise 2x times in end Nov 23 & April 24, continuous raise by ~13% average in last 2Qtrs. That's very obvious, the demand for AI storage memory are well shortage and severe to meet ever raising AI data centers, customers still willing to buy fast to secure orders. With coming additional build of 10,000 AI DCs require to support AI, double up from current 10,970 DCs.
Are we still in denial that insiders will continue sell or continue buy? In next 3 Qtr will hit beyond $4.00 once the Qtr results out with massive growth .
3 days ago
Again to emphasis here, this HLIB research reports $3.28 PE 10 is covered mainly on EMS, Automotive & China+1 aluminium business growth, not yet factor in the AI DC business massive expansion grow. That's why Notion has huge potential to hit beyond $4.50 to $6.00 in next year 2025 once Qtr results out to support it. Those who sell or run, will regret in next 6mths down the road.
3 days ago
We are in a once a generation bull run time triggered by Ai and DC centers
Dell CEO said HDD demand will increase by 100X or 10,000%
This is real life demand
2 days ago
There is a high expectations on smartphone & PC revenue will boost Micron, but the sales is flat temporarily. Don't underestimate coming Apple iPhone 16 with AI features, there will be massive growth of loyal Apple fans to queue & buy this new iPhone release in Sept24, then Micron, Sk Hynix & Samsung sales orders will shoot up the sky once ot get crazy.
If anyone do deeper research, almost all US banker, analysts, fund mgr are buying Apple shares in big volumes, raise it target price to $260 to $275 range by early next year 2025, expected massive buying iPhone16 with higher ASP + raising demands.
I believe Micron will be great as well in later this year. The key important here is HDD, Micron reported 50% QoQ revenue up alone in AI data center business, and now we are buying and holding JCY, Notion and Dufu direct correlated with AI DC.. so the power of HDDs, SDDs volume will be massive big in coming year end 2024
2 days ago
The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559
2 days ago
looking at the confidence level of the management response....it appears like there is a lot of upside potential
2 days ago
before serbak gone case his management response also super positive for your information 🤣
2 days ago
ahh..dont remind me of serba...that is con at the ultimate level! :)
Notion....hmmm..my guts says there must be some truth to their assertion...
2 days ago
Director buying already... today they purposely push down into the red so that people dont keep questioning its unstoppable rise. They want to avoid any spotlight at the moment and follow the general market..
2 days ago
Director bought again average $2.30,u want to sell below this price?He did not sell single share from 30 sen early this year to 2.45 but bought more above 2,very simple hint.
2 days ago
Hahahaha Jepun kena hammer 🔨 kuat kuat oleh dia punya new bird, alamak promised sky n moon hahahaha ini kali dia naked Liao, Wakaka
2 days ago
Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in
tandem with the unit of shipment.
Take for example, western digital 18 TB HDD now increase disk per base plate to 9 disk for hyper scale data center. In turn of per unit shipment, western digital need order 1 base plate from JCY, but western digital need order 9 spacer from notion and each spacer posses high precision up to sub micro level in order to achieve high heat dispersion between disk. Notion also supply clamp on top of spacer in each HDD.
Therefore, notion business volume is highly correlate with high capacity HDD storage for current AI power data center
2 days ago
Topglov director bought shares and sbb when price came down after peak.. History repeating itself? Interesting.. NFA
2 days ago
Aug 20204, Notion will clinch JV deal with China partner in high volume aluminum extrusion export business. These High volume aluminium extrusion is use for solar panel frame to be manufacture in Klang plant 3. Once agreement signed, it is expect to come on stream in mid 2025.
2 days ago
Do u know how much dividend he got?From oct 2020 to the last dividend paid total is around 75 sen,he holds 2.8 billion shares=$2.1 billions.He just used less than 10% of dividend money to buy back shares.Secondly glove is not HDD parts.. Notion mentioned,only few can supply to HDD makers and lately some customers came back to Notion because of the quality problem.HDD is running 24/7 ,any minor defects in the quality will cause big trouble .Notion is not totally depends on HDD revenue,EMS is doing very well also.
2 days ago
Good morning from Chiang Mai
Good news so far that gives strength to Hdd/ Ssd bull run
1. We see Notion substantial holders buying.
2. We also see Notion insider buying
3.Last night in both Seagate and Western Digital are up
Plus we see lots more Data Centers being set up on earth
We are now in a confirmed Data Center bull run time
So do not stray to other lesser investment
In a Wedding
The most important persons are
1. The Bride
2. The Bridegroom
The rest though important are only secondary
Without these two there is no wedding and it will be called off
All others like bridesmaid, bestman, father who gives away the bride, flower boy/girl, furnishing, building, bouquet of flowers , food, drinks, and all others are irrelevant if Bride and Bridegroom not there
So is Hdd/Ssd (The Bride and Bridegroom of a Data Center)
So we invest in Jcy, Notion & Dufu
Do not get distracted
Hdd/ssd bull can give 300% to 500% gain
Or up to 1,000% profit eventually at its peak
So stay the course
Don't miss the best part of the bull by wandering away or get lured away by lesser promising stocks
This once a generation DC & Ai Superbull still young
So hold tight
2 days ago
We see both Insiders and substantial holders of both
Notion and Dufu buying
Very good pointer to an upcoming HDD bull run
2 days ago
Price dropped after the edge news came out, without the news,u cant get it at this price
2 days ago
today konlanfirm limit up. this is updated from Tokyo Research Centre, NatsukiMishimaru-san.
2 days ago
Notion VTec said further details will be disclosed in the group’s unaudited consolidated financial results for the third quarter of FY2024, by Aug 16, 2024.
2 days ago
2024-06-27
Insider
MR CHOO WING HONG (a substantial shareholder) acquired 220,000 shares on 25-Jun-2024.
2024-06-27
Insider
MR CHOO WING HONG (a substantial shareholder) acquired 20,000 shares on 24-Jun-2024.
2024-06-27
Insider
MR LEE TIAN YOKE (a company director) transferred 1,200,000 shares on 25-Jun-2024.
2024-06-27
Insider
MR CHOO WING HONG (a company director) acquired 220,000 shares at 2.295 on 25-Jun-2024.
2024-06-27
Insider
MR CHOO WING HONG (a company director) acquired 20,000 shares at 2.325 on 24-Jun-2024.
2 days ago
I try to interpret what boss wants to say(he cant say it (terang terang),he is trying to say "Q earning come out then u know" hahaha
2 days ago
For FY2024, the Board is confident that it is a turnaround year. Additionally, the expectation is for H2 FY2024 to out-pace H
2 days ago
1. By Aug 2024, Notion will clinch JV deal with China partner in high volume aluminum extrusion export business
2. By Aug 2024, Notion will have agreement with exiting customer in the EV automotive plunger business to increase capacity significantly
3. Strong steady growth in high end appliance business
4. Notion HDD manufacture plant in Rojanan industrial park in Thailand have ramp up manufacturing utilization rate up to 90% and in the process of hiring personnel to accommodate increase demand
5. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers, Western digital, Seagate, Tosibah.
For FY2024, target revenue growth +20%, mainly through HDD, EMS
For FY2025, target revenue growth +25%, mainly through Automotive
For FY2026, target revenue growth +100%, mainly through JV with China partner, for manufacture Aluminum extrusion for solar panel frame
2 days ago
Hahahaha Jepun Miki mouse hahahaha ada sikit pocket money tambah alamak dia tulan already, Wakaka
2 days ago
After couples of margin squeeze support still very firm at 2.00. Waiting for the next wave to take place and ride together with couples of data center setup by Tech giant. I am in at 2.01 today.
1 day ago
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3 days ago