Added somemore JOHORTIN in anticipation of a better QR

Very strong Uptrend chart

Good prospects, good for investment. Next Qr should be much better

Stock price should be better from now...

MYEG is able to stay above RM1.18, its immediate support level for the past five (5) trading day - looks very promising indeed.

Thank you


Posted by 888next > Nov 27, 2019 3:43 PM | Report Abuse

http://www.notionvtec.com/investor_relations/ir_library

Uploaded the new IR slides

Agree with your views...

I bought NOTION because I foresee growth.
I prefer Growth Stock!
I understand the priority of the usage of funds for growth stock - to expand the business.
I do not expect good dividend or any dividend at all
All I want is see capital appreciation over time
I am patient... I invest, not short-term


Posted by 888next > Nov 27, 2019 1:37 PM | Report Abuse

We have said we are not necessary a perfect stock

There will be times you may be disappointed with progress and even by our actions

It may not be a smooth journey. But we have a target and a plan. A growth plan

If you expect the stock to climb up everyday every minute it won't happen. Let me know which stock that performs like that?

See my statement again...

However, the effort of the management showing their confidence in the stock like company share buy back when their stock price is undervalue is a good thing
"if the company has the capacity to do so"
when the need arises and best, if its directors are buying the stock - it shows the public how much confidence they have in their own company.

Apple bought back a lot of their shares too.... :D))
It all depend on situation la

Agree that it is not the management duty nor responsibility to stabilise the price of the stock. Yes, their job is to run the company well to earn good profits for the good of its stakeholders.

However, the effort of the management showing their confidence in the stock like company share buy back when their stock price is undervalue is a good thing if the company has the capacity to do so when the need arises and best, if its directors are buying the stock - it shows the public how much confidence they have in their own company.


Posted by Celestialb > Nov 27, 2019 10:05 AM | Report Abuse

Wait for the quarter briefing first. Btw, it's not the mgmt job to stabilise the price. We have to appreciate that the mgmt himself is willing to share the info here. I have dealt with a lot of listed co mgmt. If you re not big fund PM, they wont even want to look at you. If you re from EPF or PNB, they will quickly come and cosy with you!

Agree with @Celestialb

Well said @Huat1


Posted by Huat1 > Nov 27, 2019 9:52 AM | Report Abuse

Investors prefer move stable price and growth.
only speculative players wants high volatility

I can see that Huat1 has sent out his warning yesterday.


Posted by Huat1 > Nov 26, 2019 4:58 PM | Report Abuse

Put on your seat belt and be ready for the joy ride. Take your medication if your have heart condition, guys!

Business Review and Outlook:

For the full year, the sales came in at RM238 mil from previous RM256 mil, a decrease of 7% due to interruption in moving machines between factories and lesser orders especially from the effects of the trade war.

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.

We expect a finalization of the Business Interruption Loss (BIL) claim in the near future.

The capex budget next year in line with new customers in the HDD, Automotive and Camera segments, we expect another RM25 million expenditure to meet order demand.

For FY2019, the Board is pleased to announce an interim single tier tax-exempt dividend of 1 sen per share and such declaration has
already exceeds our current dividend policy of 30% PAT payout.

Congratulation to the management of NOTION & shareholders as well

Totally agree with you.


Posted by 888next > Nov 25, 2019 4:22 PM | Report Abuse

If you have done your homework you won't need to ask me

2019 Q1 Loss 0.65
2019 Q2 Loss 1.26
2019 Q3 Gain 0.56

Total Loss Up to Q3 is 1.35

That's why stock price of NOTION dropped so much from high of 1.35 to 0.445

Agree. Condition is good for high probability win trade.


Posted by mikekim > Nov 25, 2019 11:57 AM | Report Abuse

Management has stated that Claire award will be known before 2019 ends, and expect favorable judgment.

I expect people don’t really work much during the last 2 weeks of Christmas, so this could come in 1st two weeks of Dec.

If a favorable judgment is out, share price will go straight up past 70 cents.

However, the most important/effective factor to attract the attention and interest of investors is... company must show improved performance in the QR to be announced next week and management show their confidence in the future prospect of the company - to be stated in the QR.

Has been waiting to buy Hibiscus since May 2019 but the stock is in the downtrend channel. No hurry...wait until it breaks above the downtrend channel, they only I will buy.

Even if the best stock to buy based on Fundamental Analysis (FA), we still need to go in at the right time/right price level.

What's the use if you buy a good stock at very high price?

So, once you have identified a good fundamental stock, the next thing is to ensure that you get in at a good price level - timing of entry.

This is where Technical Analysis comes in...

Excellent...Thanks

Posted by 888next > Nov 22, 2019 8:13 PM | Report Abuse

Am arranging to upload my IR presentation slides dated 18 Oct 2019 onto Notion website next week. Same slides we present to funds and investors.

Also another slide on all our factories Klang, Johor and Ayuthayya Thailand and what each factory is producing

Be happy and share the joy of others

BUMI ARMADA REPORTS NET PROFIT OF RM153 MILLION BOOSTED BY ONE-OFF GAINS IN THE THIRD QUARTER OF 2019

• Bumi Armada Berhad posted a net profit1 of RM153.4 million on the back of revenue of RM527.8 million for the third quarter of 2019.

• The Group recorded other operating income of RM81.8 million in the third quarter of 2019.

• Underlying FPO business remained stable during the quarter.

• The OMS business continues to seek new contracts for the Subsea Construction vessels in the Caspian Sea.

Traders may be scared, but investors feel comfortable with its performance and future prospects

Why not.... Quarter by quarter profit higher and higher
Then PE adjusted lower and lower lor

BTW, THIS IS A TECHNOLOGY STOCK

Bought cheap cheap

Next QR will be another stellar performance...

Why?

Business keep expanding...

Additional contribution will come from its partnership with XXXX Bank and recent Lazada 11.11 super sales...

High PE?

Common, what do you expect from a growth company?

Stay invested! Cheers

Yesterday was a good and healthy brief retracement preparing for the stock to go higher - shaking off weak retailers (it happens all the time). There is no adverse factor for ARMADA - note the excellent results delivered by other uptream O&G companies till yesterday.

To me, its is an excellent situation for investors while short-term traders were shocked.

Have a productive day ahead.

I suggest that you do not entertain questions that not relevant to investment needs (but speculation on stock) to avoid getting into trouble. I want to see you around in this forum for a long long time.


Posted by 888next > Nov 21, 2019 2:04 PM | Report Abuse

Also note this is a public platform, I have to be extra careful

Thanks for your input @888next

@888next, can you share your view on the profitability of EMS business. I believe the margin for DYSON's products may be very small - please correct me if I am wrong. I peeked into the profit margin of ATA, VS and SKP and found that their margin is very low.
So, these companies needs to rely on large volume for higher profit.

Posted by 888next > Nov 21, 2019 1:05 PM | Report Abuse

I believe the EMS factor should bring benefits to FY2020 , FY2021 and FY2022 and beyond on this growth path. There are market risk and execution risk and the ability to deliver and control costs

No need to crack my head too hard... make investment simple!

I just follow management of MYEG when they buy back their share.

Just up few sens and Sell now?

NEVER !!! Good opportunity is hard to come by and shall not be wasted.

We already know that MYEG ventured into other countries like Philippines, Indonesia & Bangladesh a few years ago (in order to expand and leverage on its knowledge and expertise in this field and not solely relying on its business in Malaysia) and now we starting to see positive results coming in...

Things are certainly getting better for MYEG after suffering from unfortunate challenges one after another after GE14...

Look at the financial performance of MYEG over the past one year after GE14 and you will noticed that its revenue and profit has been stable and good. If not for the impairment for the GST system in the last quarter of 2018, its business revenue and profit would be positive like any other quarter.

So now we are waiting for the last quarterly results of 2019.

Based on the past track records and no unusual developments (no bad news so far), we can expect another good results coming...

When that happens, the 4 rolling quarters EPS will improve (because no more affected by the 4th quarter 2018 losses - due to impairments of GST system). Therefore, PE will improve as well.

Note: If MYEG manage to get a contract to implement GST system in one of the overseas country, there may be reversal of impairment later. That would be a strong boost for the company.

Well, it can only gets better when they continue to doing the right things... Overseas business contribution especially from Philippines will start to coming in from the next quarter onward! Cheers!

Agree with @virgogo

Steady...
No hurry...

Positive news for ELSOLF...

https://www.freemalaysiatoday.com/category/nation/2019/11/19/top-british-medtech-firm-to-open-in-penang-employ-800-locals/

Positive news for SCOMNET...

https://www.freemalaysiatoday.com/category/nation/2019/11/19/top-british-medtech-firm-to-open-in-penang-employ-800-locals/

QoQ - UP 11.81% YoY - UP 68.78%

Good QR
Check it out!

It takes time to have good returns.
Invest, not trade

NOTION hits 1.00
Excellent. Cheers!

Congratulation!

Good quality products & services will always be preferred by the customers.

It will be a matter of time before the company achieve its deserved success, recognition and status. With more efforts in marketing and communication to the public, that day will arrive faster than expected.

We will be supporting NOTION in its journey of excellence and confident that we can also benefit from your success.

:D)


Posted by 888next > Nov 18, 2019 11:46 PM | Report Abuse

A few weeks ago a Canon team visited our rebuilt Klang plant and passed a comment. Notion s plants is a world class manufacturer. They were visibly impressed with the capabilities and technology

Our EMS customer teams from UK and Johor visited us last week to assess our capabilities and processes. They videoed our processes and took back prototype samples to UK and discussed at length on work progress and our commitment to customer. A very fruitful meeting and again the team liked what they saw

Firstly not everyone speculate based on "sharks'" activities, they invest.

Secondly, have you seen "sharks" play a stock that rose more than 100%? Plenty!

Look at ARMADA...
Started to move out from its sideways trend and went up from around 0.23. Now how much? 0.525 = Increased more than 100% !!!
Noticed my friends went in and out (buy & sell; buy & sell...) of this stock but in the end earn much lesser than myself just holding on to it from 0.22.

Invest based on your medium to long-term strategy.

For traders, have fun and trade at your own risk.

@888next you are kind to give such good advise to the young and inexperience idividual.

NOTION can be a star in 2020...

Wow, very high quality product produce by Notion

I follow the company share buy back.

Based on past records, share price goes up after company share buy back without fail!

Who knows best about the company's performance???

QR will most probably be announced in the evening after the AGM

Reminder:

AGM on 19th November 2019, coming Tuesday

Still got Monday for you to act

Great! A company that knows how to transform a crisis into an opportunity! I invest in NOTION

Very good sharing...


Posted by Icon8888 > Nov 14, 2019 11:10 AM | Report Abuse

you will never get rich like this

Posted by hng33 > Nov 14, 2019 11:02 AM | Report Abuse

bought back jaks at 1.22-1.23