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  setia2u NO worry, not many people notice this counter yet at the moment, wait till it;s 70.0 sen. As for now, either I make 'noise' or not, the price will still stay cheap for us to buy. They like to buy high and sell higher, but I buy LOW and sell HIGHER HIGH. Cheers. 10/03/2019 2:02 PM riskabsorber No news mean consolidating. With the insurance compensation and new joint venture with one of the leading British technology company (Revenue more than $4.7bil), will definitely see improvement in the coming quarter and years. 15/03/2019 11:20 AM commonsense The company has yet to managed to rebound back from the fire incident occurred in 2017. 1Q19 result was actually a small core net profit of RM100k (after excluding impairments, write downs, forex and fair value adjustments). Given that the full recovery of its main factory in Klang is only expected by June 2019 (the earliest), investors need to be prepared for the company to post at least another 2 quarters of disappointing results. We will still need to look if the company will be able to regain back the trust of some of the customers that were lost due to the fire incident. Investors need to take note that the FY18 high profit does not comes from core operations but mainly from the insurance claims (relating to the fire). The total claims amount for FY18 was around RM160mil. If you were to exclude that (and also the write off and impairments) the core result for FY18 would have actually been a loss of around RM40mil. If you are looking to hedge your portfolio outside of Notion Vtec (due to its weak earnings outlook) I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV. FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well). MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x. Good luck. 25/03/2019 12:04 PM leelazens everybody starting fly why this still like that. plays 16 counters only this 1 red. so sad. 08/04/2019 4:36 PM whalehere Old news still want to reannounce, this not history class lah. Already factored in long time ago. 10/04/2019 8:58 AM cheoky Here u practice Howard mark saying do good buy rather than good assets. Lolx 10/04/2019 3:00 PM CK 1698 Quarterly reports got something more than news. News can easily get from everywhere. Is always good to read and learn more. :) 10/04/2019 10:51 PM  Wuzy holland stock, don't hold, I'm waiting for panic selling and price gap down, queue at 50 cents so long already. 11/04/2019 1:54 AM Wuzy latest QR report not good, KLCI reach 2 years new low, tech stock trend not looking good (except frontkn) 11/04/2019 10:06 PM CashRich Obviously big guy collecting When down then big amount buy back When up then heavy throw down 24/04/2019 7:20 PM pangolin share price standstill ,,,,,, no good news , poor qr , no relevent with bandar malaysia ...... holland 28/04/2019 5:24 PM Stephenloo No good news also no bad news However if Malaysia need do 5g then will need more server and need those component 28/04/2019 8:22 PM CK 1698 Not that fast, will takes few years to do so. Machinery will get the benefits 1st follow by infrastructures then only cloud storage. Aside of that, the HDD sell over year keep dropping. Part of it is due to HDD storage capacity keep increasing. The read n write head can more utilize the same media disc spacing. So only similar component needed for a larger storage HDD and less selling in term of volume. Seagate or WD definitely can get higher profit margin with similar parts needed, larger storage media with higher price but not those who provide the low tech parts. Unless Notion able to develop a precise media separator like one company does :). 29/04/2019 10:37 PM pangolin there is no product advantage for notion ?? i mean if depend on hard disk business . 01/05/2019 4:10 AM CK 1698 Wuzy bro, u got hope to buy at 0.50 sec. Buy n keep. Dare when ppl r afraid. 14/05/2019 9:00 PM Justin328 first half already losing -6.36m, based on below so fully year still will be have profit? salted fish will go life? wait and see "For the second half of FY2019, we expect improving sales and the Board is cautiously optimistic that FY2019 will be profitable despite the loss making first half." 24/05/2019 11:20 AM  |
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