888next: Thank you for the explanation. It's a really good initiative for retail investors to gain insights in company's operations and planning. One of the best investor's relations I would say.

The insider selling their shares is less than 3% of total shareholding interest in the company. Probably buying a bungalow or Merz.

Clearing all contra players... next phase of growth remains intact~

888 next: Isn't a projection of rm210 mil per year from the healthcare sector alone being too optimistic? That's equivalent to 88% of the entire company sales in 2019.

Including the HDD, Aluminium Extrusion, EMS & Auto Sector, the total sales projection for 2020 is much higher than 2019. Is it achievable or its just a far-fetch number your executives came up with just to please the management...

Hope u could enlighten me on this matter. Thank you.

Conclusions:
Face mask est sales: RM11.2 mil a month
PP MB est sales: RM6.3 mil a month

Total estimated Healthcare Business: RM17.5 mil a month or annualised RM210 mil

Face mask local sales through distributorship and online sales whilst exports will be through in-house marketing and our customer channels.
PP MB we have ready buyers in China and also local enquiries from face mask makers.

Further expansion of this sector will be subject to progress of the supply and demand trend for face mask during this pandemic and overseas demand for both the face mask and PP MB.

Overall, Notion is still very much a metals business and it will remain core as we have solid demand orders in the HDD and we are developing the aluminium extrusion business.

EMS sector is still ongoing albeit at a slower pace with new product development by customers while we wait for the global economic recovery. The Auto sector we are unsure when their future will pan out to normal.

Thanks for sharing this article.

Dividend payout on the upside. Perodua Bezza new facelift.

Looking at stockholding gain and better crack spread margins. Might see a recurrence of 2017 :)

Added some too :)

"For the coming quarters starting with Q1FY2020, we expect the contribution from the EMS sector to increase steadily and also contributions from other segments. We target sales revenue of RM320 mil in FY2020. We expect further growth in FY2021 with targeted sales of above RM400 mil annual sales mainly from the fabrication business. These figures have not been audited and are internal management targets.

With better economies of scale, we hope the targeted 7.5% to 9% PAT margin and EBITDA 20% margin will be achieved as a result of the Group’s move into precision fabricated machined metal parts in the EMS sector. This is a strategic move, away from being a 100% machined parts manufacturer, which will help generate more sales per ringgit invested in capital expenditure."

The report mentioned 7.5% to 9% PAT, based on rm320 mil sales revenue target, that's equivalent to rm24 mil to rm28.8 mil PAT. Let's take rm28 mil as profits, Notion will have rm0.084 EPS. That's PE 12 at current trading level.

Chill guys. We are all sharing info here to improve our investment performance. Blessed weekend everyone :)

Its NTA is rm3.28, it should be trading at least at that level, still undervalued.

Thanks for sharing Calvin Tan. Just a question, valuation wise, how do u see Velesto? Its NTA is rm0.34, assuming the company makes rm200 mil in 2019, with 8.22 bill shares and PE of 10, its target price is rm0.24 cents. Or in your view, u have other ways to estimate its future fair value?

Managed to search it... :)

@Clement Ting: Where did u get the info? U are referring to Penta HK? Could u share, thank you.

Congratulations to all shareholders :)

Paperplane: Make sure u sell at your target price will do. Don't talk so much~

Thanks for the analysis. So far, the market is willing to give a PE 7-8 valuation for Focus Lumber. Hopefully the company will do well in 2019 :)

The average USD/MYR for:
Q2 (April to June): rm3.92 / $1
Q3 (July to September): rm4.09 / $1
Q4 (October to December): ??? (expected to be rm4.15 / $1)

The key factors towards driving Focus Lumber profitability are:
a) Average selling price in USD in the United States
b) Quantity demand
c) Sufficient logs supply

The strengthening of the USD exchange rate against the RM is a bonus. May refer to 2017, the USD is strong but Focus Lumber profits is badly affected due to insufficient logs supply.

@captainjeremysparrow: Yes, we are in the same ship :)

@mkmk: haha ya, u are very active.

Any good stocks, please share le... don't senyap-senyap!

sharing is caring ma...

For those who are into export counters, can have a look at Focus Lumber.
https://klse.i3investor.com/blogs/investmentopportunity/184509.jsp

@idunwork, thanks ya~

idunwork: can share how u get plywood and veneer price?

In its Q2 report, it says average selling prices has decreased a little, but still much higher than 2017. Was a little worried, that Q3 result be lower than Q2, but surprise... Q3 result is better than Q2.

448,900 shares buyback... in total 692,800 shares from buybacks. Think they are doing this to balance its ESOS portion.

For those who are into export counters, can have a look at Focus Lumber.
https://klse.i3investor.com/blogs/investmentopportunity/184509.jsp

For those who are into export counters, can have a look at Focus Lumber.
https://klse.i3investor.com/blogs/investmentopportunity/184509.jsp

For those who are into export counters, can have a look at Focus Lumber.
https://klse.i3investor.com/blogs/investmentopportunity/184509.jsp

For those who are into export counters, can have a look at Focus Lumber.
https://klse.i3investor.com/blogs/investmentopportunity/184509.jsp

I hold some Lii Hen too to hedge our weakening RM.
Please also see Focus Lumber: https://klse.i3investor.com/blogs/investmentopportunity/184509.jsp

Thanks Jeremy. U may also share your EV/EBIT valuation for us all to refer.

Thanks Jeremy

Hope the above bring some light to others :)

https://klse.i3investor.com/m/blog/investmentopportunity/184509.jsp

Share with you my analysis. Please conduct your own research and have your own buying, sellingx cut loss strategies ya. Thank you.

Clear off all speculators, and keep those fundamental investors.

I wonder, where is this Michael Wong now...

Although part of the sales volume is contributed by selling its fall down grade plywood, but take a look at its inventory level. Q2 at rm32 mil, Q3 at rm35 mil. Inventories still increase, probably implying Q4 good results.

Q4FY17 profits: rm1.83 million.
Q4FY18 profits: rm???

Wah~ I think everyone will have good night sleep tonight!

Strong rebound, any news?

Haha, thanks for sharing!

Did the company specify what "Other Investments" is? Besides money market fund.

8 cents dividend, probably around rm8 mil cash. The company has rm29 mil cash, and zero debts.

Market sentiment is bad.

mkmk: ya, u are right. 6 cents in Q1 is for 2017. Still with 10 cents in FY18, a dividend yield of around 6.7%. If there is a dividend for Q4, the dividend yield will increase further. Let's see what is Focus Lumber Q3 result.

If there is no error in announcement, 8 cents is very high. At current price, the dividend yield is a staggering 10.59%.

wonder why dividends is given BEFORE announcement of Q3 result?

Some sharing, usd play https://klse.i3investor.com/blogs/investmentopportunity/178592.jsp