Dear friends of i3 Forum,

JCY, DUFU & NOTION are riding on the Upturn of HDD (Hard Disk Drive) due to Ai & MUSHROOMING DATA CENTERS

But for NOTION it has 3 Other Engines of Growth and that makes it 4 Growth Engines now Firing Up.

1. HDD (Hard Disk Drive)

HDD Business (Refer Notion Annual Report)

The data storage sector of which HDD is the main driver, has

been under performing in this FY2023 due to reduced spending

in data storage as a result of the trade war and tensions between

China and the West. Also, increase interest rates has escalated

cost of doing business and curtailment of spending worldwide.

The HDD business has been impacted with reduced orders but

we expect a steady recovery of this sector in FY2024

Note: The data storage sector of which HDD is the main driver

 but we expect a steady recovery of this sector in FY2024

We have already explained the Revival of HDD due to Ai & DATA CENTER MUSHROOMING

Let us look at the Demand Chart again

See this Chart

See chart above carefully

HDD Sales dipped from year 2021 down to 2023

Now see 2024 there is a gradual upturn

AND BEYOND 2025 TO 2029 HDD sales Will Go Up Like A Rising Ferris Wheel!

SO BETTER GET ON BOARD EARLY AND ENJOY THE RIDE UP

2. DIGITAL CAMERA

Due to Covid lock down Traveling was curbed and less tourism means less use of Digital Camera

Now with the Opening of Travel the Rise of Tourism spurs Use Of Digital Camera

We can see how Tourism rebounded by seeing SIA business JUMPED

Singapore Airlines Posts Record Revenues and Profits for 2023/24

At an aviation conference in Singapore last November, Singapore Airlines Group CEO Goh Choon Phong spoke with a selected group of reporters (including Simple Flying) about the group's strategy to get through the pandemic and, more importantly, how it would be the industry's first mover when opportunities presented themselves as the pandemic received.

Yes! With Pandemic Over there is a Surge of Traveling - leading to more Use of Digital Camera

See

The 6 Best Zoom Cameras - Spring 2024 Reviews

Zoom range is the last bastion of the point-and-shoot. Though smartphones have slowly devoured the compact camera market and are becoming more and more impressive in their own right, they still have one major limitation: optical zoom. Physically speaking, you can't get the kind of optical zoom range on a smartphone that you can get with a dedicated superzoom camera. These fixed-lens bridge or compact cameras may not give you the same flexibility you get with interchangeable-lens mirrorless or DSLR cameras, but they do offer long zoom ranges with more portability and convenience.

When Coronavirus hit in 2020 the lockdown caused traveling to come to a halt. In Singapore SIA grounded its Staff and they turned to other jobs like Nursing, Cook and others

And since no tourists sale of Digital Camera crashed. Now SIA has seen revival of Good Profit

See

Singapore Airlines Posts Record Net Profit For FY24; Higher Dividend And Big, Fat Staff Bonus On The Way

 Saturday, May 18, 2024

Singapore Airlines (SIA) staff members are reportedly set to get a bonus equivalent to nearly 8 months’ salary, following the SIA Group’s record net profit of SGD 2.67 billion for the financial year 2023-24 (FY24).

We see SIA carrying loads of Tourists which are going for Digital Cameras as they want  long zoom ranges which smartphones cannot provide. Good for Notion

​

3.  EMS

“The automotive sector is another area that we will continue to focus on. Many people are not aware that we are one of the largest auto braking plunger suppliers in the world,” says Thoo.

Notion VTec produces 30 million pieces of plungers annually for 15 million cars, as each braking system would need two plungers. Given that the global production of cars is about 90 million annually, it essentially means that one in every six cars in the world has plungers made by Notion VTec.

“We are talking about not just Proton cars but also Mercedes-Benz, BMW, Audi, Volkswagen, Mitsubishi … our parts are being supplied to everywhere in the world,” says Thoo.

With Covid space distancing people want to drive their own private cars and avoid public transport like buses or trains to keep away from infection - leading to a surge in Car sales.

Another Plus for Notion

4. PPE gloves & N95 Face Masks

It was a seeming mistake to go into PPE. But all is not lost as they is still demand for PPE as Covid 19 still lingers. Notion has stopped producing gloves but continues with Higher Quality N95 Face Masks

See

NOVID N95 5-Ply Respirator Face Mask - INDIVIDUAL PACK [Ready Stock] [Trusted seller] [100%Original]

​

Under the Brand Name : NOVID : Notion's N95 Face Masks now available at LAZADA

Is Covid back? Singapore sees surge in cases; minister advises wearing of masks | Details

May 19, 2024 02:59 PM IST

Singapore ministry said the estimated number of Covid-19 cases nearly doubled from 13,700 in previous week to 25,900 in the week of May 5 to 11.

The Singapore government is closely monitoring a new surge in Covid-19 infections, as the estimated weekly case count almost doubled in the week ending May 11. Health minister Ong Ye Kung on Saturday advised the wearing of masks again.

​

Singapore's ministry of health stated that the government was closely tracking the trajectory of the new wave. According to the ministry, the estimated number of the Covid-19 cases nearly doubled from 13,700 in the previous week to 25,900 in the week of May 5 to 11.

LOOKS LIKE NOTION'S 4 ENGINES OF GROWTH NOW IN FULL MOTION!

Notion share price has gone up somewhat to 87.5 sen

BUT THESE 4 CATALYSTS SHOULD PROPEL IT HIGHER IN COMING MONTHS/YEARS DUE TO DATA CENTERS, INCREASING REVENGE SPENDING BY TOURISM FOR DIGITAL CAMERAS, INCREASING SALE OF CARS FOR PRIVATE SOCIAL DISTANCING & FACE MASKS DUE TO LINGERING COVID FEAR

Warm Regards

Calvin Tan

Please buy or sell AFTER Doing your own due diligence or Consult your Remisier/Fund Manager

A Word of Advise to "EAGLE VISION FIRST MOVER" Whataspp Group

Please do not sell your TSH RESOURCES and other Great Palm oil shares to buy HDD shares. Only buy if you have extra spare cash

With Cpo over Rm3800 to Rm3900 MT and cost of Cpo production at Rm2,000 to Rm2,200 for most there is 80% to 90% steady gross profit for Palm oil Companies.

So holding Palm Oil shares will be a Rock Solid Investment.