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  verhansolution https://www.thestar.com.my/business/business-news/2018/08/24/kenanga-maintains-underperform-on-notion-vtec-as-recovery-continues/ 24/08/2018 13:44 Natu Ral This company have yet to fully recover to our pre-fire performance due to capacity constraint as the construction of our main plant is only expected to be completed by end of 2018. The uncertainty in market conditions is also a drawback as customers turn cautious on their outlook. Despite the higher revenue, margins are low due to the higher cost of operations arising from makeshift operations to cope with orders and replacement expenses incurred as we recover from the setback. As for Camera segment, the industry is facing a lot of competition in the like of smartphones and is expected to be lower than the previous fiscal year revenue.The loans are RM20.0 million. As for the effects of the trade wars, but do not preclude an after effect. 24/08/2018 15:54 CharlesT The co (or the boss) is very naughty...there had been a series of unfortunate evens in the past...2 rounds of fire incidents and one forex huge loss... 24/08/2018 16:01 CharlesT And one screw up in one of their projects (camera lens) if i m not mistaken 24/08/2018 16:02 wiki123 Charles, how about the silver mining venture few years ago, and had to do impairment writedown... 24/08/2018 16:35 CharlesT Posted by wiki123 > Aug 24, 2018 04:35 PM | Report Abuse Charles, how about the silver mining venture few years ago, and had to do impairment writedown... Yeap, i thought that was the camera lens project? 24/08/2018 16:41 wiki123 i think they acquired an Australian silver mining company... but that decision really had me asking why they do that during that time... 24/08/2018 16:58 wiki123 re: Lukesharewalker, what do you mean by product distribution? are they involved in the manufacturing of the components? 24/08/2018 16:59 wiki123 lol, it says for investors they ask to look at their cash, instead of profit... haha "The current business mix is about 55% in USD and 30% in Euro foreign currencies and the rest in Thai Baht and Ringgit as well. So the strength of the USD will bear strongly on the Group’s fortune being an exporter. For investors, we advise to pay more attention to the Cashflow Statements of the Group for cash the most important element in business as well as in investment. The loans are not too high at a manageable and comforting level of RM20.0million." . 24/08/2018 17:12 Billyming Faith78, my relative is actually my brother is attach to the company . as mentioned earlier, the company is making profit but part of the profit consist of claim from the fire insurance . but now i was told by my brother, the company next quarter wiyh flying colour They managed to secure a few contract from USA to supplyi 24/08/2018 20:44 Billyming the company managed to secure a few large contracts from USA to supply high precision micro parts for the semi conductor industry. Since start the trade war, the company benefit from it. hope this will contribute significant to the next quarter result. 24/08/2018 20:53 LKC003 Performance looks good. Though decrease in profit, it is much better than the loss in the previous Q. Better days on the way 25/08/2018 06:18 pangolin usd 4.1 now ....... bright future for notion ..... year end can be reach 1 .00 ... 25/08/2018 23:44 Hasnulhalim88 @Billyming...if possible...can you share the article/info related to the contracts from USA.Thanks 26/08/2018 05:28 Faith78 Hasnul, based on his comments earlier, his relative is attach to notion so is insider information 26/08/2018 13:22 FirdausTpg80 the company fundamental is strong. eventhough the fire destroyed their plant last year, but the company continue to make imprresive result 26/08/2018 14:17 kjyang Next QR, no more insurance claim. It's actual performance will determine the future share price 26/08/2018 15:49 tswear kjyang, source? The management with our claims consultant had been engaging with the insurers to ensure the balance of the claim is on track. As explained in our previous quarters’ announcement, the under recovery of manufacturing expenses is still affecting our profit margins. These expenses and lost opportunities are covered under the business interruption insurance policy which the Company has submitted an interim claim estimate for the insurance adjusters’ further action. Outlook: We have submitted both final fire loss claim computation documents to the insurer and its consortium and also pursued the Business Interruption claim as well. Even ignoring the insurance, core earnings/loss improved from -3.74 (based on dynaquest adj) to around -0.25 or 3.5 sen improvement. 27/08/2018 10:39 RJ87 I haven't thoroughly check the report. I good place to start is see the revenue by segment. Identify which segment was affect by the fire and how much contributed to the loss and how much it affects the revenue. I'm looking in deep on how they fabricated two quarters of EPS. Almost like the fire it just another opportunity to grow. And I do not doubt that trade war might benefit few company in MY. Mainly, exporter. Just see this as opportunity for Malaysia to export both side. At least until, Trump notice it and ban Malaysia too. 27/08/2018 17:21 wetmarket I think Trump has to ban the whole world before banning malaysia that is making peanuts. 27/08/2018 17:56 tswear yeah yeah, they 'fabricated' sales figures by redistributed loss capacity to thai & johor spare capacity, rented space, in addition to 2 months inventory. No loss figures since fire, must be fake. 28/08/2018 09:52  |
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