from its NTA of 1.24 i expect it will double up to 2.48 max to max (blue sky and over-the-moon outlook) based on two basic assumptions:
1) EMS upstream maker for VS, SKP and ATA.. look at their prices now booming means profit there
2) additional revenue unlocked from face mask biz soon
3) this stock had climbed to a previous multi-year high of RM1.29 in May 2017 before the factory fire incident..

So the base price ard rm 1.20+ ??

georgethefirst you are funny haha paktua vtec good one

paktua legendary have good team, good timing and good vision..

as i said big funds masuk 2-3 weeks earlier before QR out... so something brewing definitely

25 mil volume traded past 12pm.. 5 times the quiet days and 2 times the normal regular traffic.. keep tuned for more

Even without the mask making biz, the EMS earnings alone is more than sufficient to hold out itself..

as the upstream EMS manufacturer for VS, SKP and ATA, they might earn as TECH company rather from face mask imo..

Friday, 10 Jul 2020

KUALA LUMPUR: CGS-CIMB Equities Research reiterated its Overweight call on the tech manufacturing services sector as it still sees upside to valuations which have not fully priced in the steady recovery in sales and margins in CY20-21F.
In its sector report on Friday, the research house said key re-rating catalysts for the sector include: i) stronger-than-expected recovery in sales and margins; and ii) the onboarding of new large clients, once movement restrictions gradually ease.

https://www.thestar.com.my/business/business-news/2020/07/10/cgs-cimb-research-retains-overweight-on-tech-manufacturers

KUALA LUMPUR: SKP RESOURCES BHD, an electronics manufacturing services (EMS) company, expects revenue to improve in the coming quarters drive by higher capacity utilisation rate.

Revenue in the last quarter ended March 31 jumped 23% to RM426 compared with RM346.4mil registered a year ago.

But the movement control order (MCO) that started on March 18 resulted in a steep decline in net profit to RM7mil from RM19.5mil made a year ago as the company had to suspend its operations.

SKP Resources said it has resumed business since end of April.

"Going forward, using the group's customer guidance, we anticipate higher capacity utilisation and improve production throughput," the company said in a filing with Bursa Malaysia today.

"Barring any unforeseen circumstances, we expect revenue contribution from customers’ orders to increase in the coming quarters," it added.

For the full year, SKP Resources registered a net profit of RM75.7mil, or 6.05 sen a share.


The group said its prospects for financial year ending March 31, 2021 is "good."

"The company is optimistic to achieve profit growth" this year, it said.

https://www.thestar.com.my/business/business-news/2020/06/22/skp-expects-higher-capacity-utilisation-to-drive-growth-in-fy21

***if SKP is so optimistic abt their growth, what about VS as the taiko among all EMS?***

20 mil volume traded in the morning not even 12pm... something big is brewing... their normal volume for morning trade is lesser than 5 mil , please take note kalian semua

This means that Notion VTec is entering the space dominated by local electronics manufacturing service (EMS) providers VS Industry Bhd, SKP Resources Bhd and ATA IMS Bhd — three of the largest homegrown EMS providers in Malaysia — that are notable contract manufacturers for a European multinational corporation (MNC) best known for its home appliances.

***but take note this is nov 2019 news***

https://www.theedgemarkets.com/article/notion-vtec-ventures-ems-space

Notion is the upstream supplier of EMS for VS, SKP and ATA.. go checkout their prices all VS SKP ATA rally from their 4 week range...

maybe beneficiary of US-china trade war, divestment from china

VS up recent, so as SKP and ATA... all reporting good profits soon.. notion is the upstream supplier of VS SKP and ATA also exploding

5.2% for 0.19-0.20 trade play... higher than current FD rates hahahah

All growth drivers combined (HDD, EBS, EMS); Notion targets a 3x increase in market capitalisation by 2024. If achieved, with a total outstanding 335,821,905 stock units and a PER of 15x, each Notion stock would be worth RM2.98 by 2024. Applying a sufficiently huge margin of safety of 50%, the stock would still be worth RM1.49 by 2024.

http://www.sharetisfy.com/2020/01/notion-0083-2020-gem-stock-that-fulfils.html

@neohts is right... beware of friday trap.. if got potential wait out first

why director's son buying up the share? any reasons?

generally most long term-ers wanted it to be ard 15-16 to collect more so am i XD

3-4 aug detected big volume park-in, normally big sharks will park in minimum 2-3 weeks ahead of any rumor /earnings play...

@arthur8756 they are not sohai, they are paid cybertroopers by sharks..

yea technically can buy 3 buah aax companies with 700mil, anyway jokes aside some corrective pullback or retracement of px is healthy regardless of mkt sentiments

Sharks also need to earn a living once every month.. meanwhile kopitiam aunties uncles need to panic once a while

The only thing am sure of is the incoming quarter earnings report within 24-28th aug this month

@FutureGains may know something we don't :)

Directors dealing in the stocks 27jul20 ...

yes it's a significant volume today compared to previous ones lesser than 5 mil daily

See my earlier comments, something is definitely brewing... hang tight guys :)

ARCBEETLE Just passed 15mil trading volume before noon, surely big guys are coming in VS, hold on and hang tight
22/07/2020 11:50 AM


ARCBEETLE rm 0.80 is a very soild and safe holding px -
1) NTA = 0.88 (bargain if buy below),
2) PE of 13 for 0.80, PE 15 for 0.90, assuming eps of 6 cents
3) bought between 2020 lows of 0.60-0.90 always a good buy for the year

No announcements yet, big, slow but steady accumulation volume (10mil++) since june is something to be aware of.. don't you think so?
28/07/2020 3:27 PM

@ks5s i agree with the director buying in, means very good result ahead or something which they have not announce publicly.. but bonus issue needs higher px to justify?
@Chew Chiong Lim yes ppl bought huge amt of pcs, and air con too as they are staying in house, home cook more often than before, surely appliances usage will increase with covid stay-in

Master sifu @JohnFarmer458, pls enlighten us how much % u keep as cash / reserves of portfolio to avg down, since almost every dip you're collecting and lowly investors like me have very sdn bhd limited bullets... thanks in advance

Large volume traded ard the px... expect something ahead..

Aminvest might be the last water creature as uncle auntie appeared to know more than IB? :)

@Raziz11 the only play left is the earnings play, wait for their quarter report and see

ahahah right @DAN84, think he also just bought in since looking at the px going steadily from RM 1.00++ until RM 1.40... 40% increase minimum if he got in way earlier.. RM 1mil entry wud hav gotten a merc C 300 AMG + one honda civic

just like what @KL Liew said, first week of august is a safe bet..

Amid covid affecting retailers sales and current market bull rush, it will fare worse than others

GENERAL MEETINGS: Notice of Meeting
HARTALEGA HOLDINGS BERHAD

NOTICE OF FOURTEENTH ANNUAL GENERAL MEETING
Date of Meeting 15 Sep 2020
Time 09:30 AM

10. Ordinary Resolution 9
Description
To approve the authority to allot and issue shares pursuant to Section 75 & 76 of the Companies Act 2016.
Shareholder’s Action For Voting

12. Ordinary Resolution 11
Description
To approve the proposed renewal of authority for purchase of own shares by the Company.
Shareholder’s Action For Voting

Good news for bonus issue and company share-buy back??

Probably the ESOS and contra gang the one selling, need cash in hand

Possible pullback for technical / institutional fund guys, hit bollinger RSI stoch upper bands limit.. but can hold for coming earnings and surprise play in hand...

one thing is for sure, two more days will have to announce the auditor due diligence on the glove asset

Yes @Investor 999 , more to come for these coming months

24 mil volume traded so far 4.20pm.. still hav 25 mins left

rm 0.80 is a very soild and safe holding px -
1) NTA = 0.88 (bargain if buy below),
2) PE of 13 for 0.80, PE 15 for 0.90, assuming eps of 6 cents
3) bought between 2020 lows of 0.60-0.90 always a good buy for the year

No announcements yet, big, slow but steady accumulation volume (10mil++) since june is something to be aware of.. don't you think so?

Nowadays rmco gatherings are limited, pud/disco joint closed, malls less crowds, no concerts, no places to really show off your branded bags if you ask me, maybe ladies would have different thoughts.. :P

The new millionaires or their employees with superb bonuses will probably upgrade to new houses, new cars, new phones, new pcs/laptops, new appliances? (after buying new houses would u reuse your old fridge, old washing machine, old hairdryers, old fans and old vacuums?) Just a logical opinion i could be wrong..

Aminvest maybe right in most of its analysis and correct in assessment, but they forgot to factor in the families and households who profited greatly from the glove, tech, packaging and pharma stocks.. when they got much cash in hand, what will they buy? :))

Volume needs 10-20 mil to confirm a bull rush.. current 2 mil is barely nothing

@menort agreed they are good at announcing big news but fallen short of expectations many times

8 mil volume is nothing, need at least 15-20 mil to see solid support

although this is the slowest turtle of all big glove counters, yet it holds most surprises as their result could be indication for other big glove makers... other glove players financial results not out yet other than careplus which has seen massive profits, so bigger players must be cosmic or titanic profits..

volume is abnormally high