july +19.9% =)

i wonder how the guy get the e-copy before it's released in hard copy?? it supposed to be circulated on monday 31 aug 2015. today is only 29 aug 2015.

simply look will do. dont be too serious xD

val-elta, if u dont know chinese, let me clarify it to u. it states notion is in the list of best 50 companies which carry the best forecast PE ratio. it stands at no 38.

check this out.. this is good.

http://4.bp.blogspot.com/-GSQ6nbxeWWE/VeFUISNkeZI/AAAAAAAAA4w/Yg-H-6lqdu8/s1600/%25E8%25B5%2584%25E6%25B1%2587-8%25E6%259C%25882015.jpg

http://klse.i3investor.com/blogs/ethg/82232.jsp

they forecast Notion PE will be around 7.17

maybe philip is the one keep buying.. or maybe someone else.

they keep accumulating. haha.. i bet everyone who want to buy will jz keep it low profile as possible.

haha~ jz joking. i'm not the big shark collecting yesterday. i add a bit day by day

i think i'll see my name in the largest 30 shareholders xD

Laugh at me as if I'm being ridiculous but i am hoping the price will be above 1.20 and dividends will come back in FY16.

Haha.. We maybe fools but Likely not, I hope we r not :)

Reversal investment.

1st risk calculation:
I do worry of the crash/correction everyone is talking about. But this stock beta is low at its current price performance. Supported with no seller. Plus in last few corrections, Notion lowest was at 34, 36, 38. But the amount transacted at 34 and 36 is like nothing at all, few lots only, nobody wan to sell. Loss making Q2 out, not moving too while most ppl tot it will go down further. Those price range was before they sold their Klang asset and posted their latest Q3 results. Computed own price range if market crash or not crash. I find the downside is limited. The value is there.

2nd potential return calculation:
I won't struggle nor regret in buying Notion even now as the TP is way too high that i cannot miss it. I computed the FY 16 earning and got myself stunned.

Weight:
I am willing in buying and holding it to secure the ticket. Coz I know it can surge like a rocket anytime. Though I'm talking bout 6 months later only things get very obvious but i know many investors out there that have greater holding power, analysis skills and guts would act much earlier for greater profit return, esp funds. I encountered and learned about it esp from the recent unisem, evergreen and mieco cases. The prices surged right after the companies reported their last loss making Q results. Thats simply unbelievable esp unisem case surged with multimillions loss. Notion jz need some publicity :)

Lastly, for the first time the company is dare to forecast they going to make some money from this Q. But even if sooooo unexpectedly next Q4 results is bad due to forex loss again, the following Q1FY16 is definitely a comeback to it, subsequently Q2-Q4 FY16. Coz forex loss is a one time loss and the annual USD they collected from revenue now is higher than the hedge amount. Count their FY 16 EPS.

Exactly.. the force selling.

Nvm.. their force selling make me picked up more. Aiyoyo... cant believe still can pick up at this price.

I don't understand these ppl. Should analyse and forget their hit and run then hold or buy more instead of selling.. They don't know it's a great stock that has high TP but need some time for it. If they study the stocks and think in depth, no need to throw coz it has strong drop resistance, and once market recover, it will back in steady uptrend until half year later pick up in steeper trend when things are going too obvious. 1 year in total to be fully ripe... Maybe earlier if big investors grabbing the tickets as free floating shares are very few..

this time cannot believe kenanga, believe val-elta better

2.3.7

keep 1 yr

Quote from: http://ongmali.blogspot.sg/

Dear valued readers,

Ringgit is > 4.00 to 1 USD now, we should continue to focus on export stocks. The strengthening of USD will help to improve the EPS or EBIT of the export stock.
I will enclose the chart of the following stocks to show you the trend.

Export stocks
Vs
Mpi
Latitud
Liihen
Heva-WB

KLSE component stocks
Maybank
Sime
Tenaga
TM
KLK

Please decide yourself which sectors will you choose. We want to buy up trending stocks only, but not down trending stocks like most of FBMKLCI component stocks.

Final decision is yours.

Thank you.
Ooi

Source : i3investor Mr Ooi Teik Bee


GA: I agree with Mr Ooi , in 1998 only these type of stocks were moving in a bad market. Even if they drop once market recover they are the 1st ones to rebound hard. So if you want to invest these are the stocks to hold. Tqvm



---> SO NOTION CAN? A TURN BLACK COMPANY WITH 81.5% OF REVENUE FROM EXPORTS TO BIG COMPANIES. PRAY PRAY IT CAN LA =)

maybe due to bad results coming out? if that's the case, could be due to impact from gst... lower revenue and higher expenses? i wanted to buy this company share, but the PE...

i always like companies come back in black and hunt for them, coz they have explosive power.

for recent ones, after unisem, then evergreen then mieco, i had enough of lessons for impatience.

unisem from 90 cents to 2.50, i regret i sold too early after the turn black result announcement
same for evergreen from 50 cents to 1.9 now, which i also regret i sold too early
lastly mieco from 38 cents to 1 plus. i also sold them too early.

at that time, no matter how big are the queues to sell and looked like it's gona slip down, eventually the queues for selling all got eaten up from time to time

and then they have been trending higher and higher after quarter per quarter.

i regret i didnt think further...

this time i'll keep for at least few quarters.

And Nikon got shares in Notion and always is there as Notion customer. And other big companies like Canon, Sony, WD, TR, Continental etc.. if stock market crash the business stil continue.

I'll keep.. confidence on it wont shake no matter how it floats even market crash. Coz its ad big discount according to future earning which is straight forward. It's value is too undervalued.. it's price ad crashed long time ago..

I nvr sell a single share even I'm from 36 cents

Haha

anyway, i agree with u, conservatively, annual EPS from operation should be above 7. stock price also should be above 70 cents. at least.

and that's excluding in future, the gain from assets disposal under their new light asset strategy.

and excluding the current & future's stronger USD and EURO, compared to this Q3. current USD & EURO is a lot stronger than this Q3, around 10%. Check it's foreign currency risk sensitivity analysis:
- every 5% change in USD has a rm869,000 effects on loss/profit after taxation.
- every 5% change in EURO has a rm353,000 effects on loss/profit after taxation.

when u add up the amount into the profits...

FY2015 will end in black in anyway.

i hope and i think investment bank will make some good calls. and hope some newspapers re-introduce this counter to make ppl aware of its turn over.

http://klse.i3investor.com/blogs/sinchew_company_story/80714.jsp

though market is weak, but it pass for most exporters, i hope for notion too.

i had a typo with regards to tax. i meant "They purposely charged a high tax in this Q, and that reduced the reported profit for this Q".

my interpretation for the tax matter which i'd mentioned earlier:

refer B5 taxation:

RM 1,549,000 was charged under current year quarter 30.06.2015, under provision in the previous financial year. which i think it shouldn't appear here.

RM1.5 mil man... put that into profit...

I found a few interesting points to look into:

1) They purposely charged a high deferred tax in this Q, and that reduced the reported profit for this Q.
-> Otherwise this Q earning will be higher.

2) "We are still looking at the light asset strategy and will consider further disposals on a sale and leased back model when the market permits."
-> This will create more value from it's undervalued assets
-> Their NAV is not only 1.08 as reported but more, which I believe around 1.20

3) "The Group will simply focus on the current business segments and invest accordingly to the market demand and growth. Due to the positive currency scenario, the Group will remain operationally profitable going forward."
-> The group is confident with their operation will be profitable in future, GOING FORWARD.

My humble short term TP: above 0.70
I hope it will hit 1.00 in mid - long term.

Hope I'll not be wrong =)

If not because of the weak market sentiment and weak holders, it should float above 45.
Anyway, this is export company that ppl overlooked.. I recall in jan and may 2015, when oil crashed and rm dropped, export companies had a brief dip, after that followed with nice uptrend. Coz ppl realised, it doesn't matter if RM is weak, as the companies earn more and bring u profit. Jz let it be. Right now, for this time, the gloves makers, furniture maker, exporter not really being hit. But being rated with higer TP.

Btw Val-Elta, I wonder if u realise, the NAV of Notion, is more than 1.05, but i think u ad knew. That they nvr re-value their assets. Assets in Klang some more. Jz a rough guess, it's NAV should be 1.20 =)

Val-Elta bro, u ready?

i think forex wise, nett should be no gain nor loss for Q2.. Should be plus minus 1 mil max...

let's wait for tmr =)

I don't think this new MD is light weight ya. In fact, he is someone big too. And the ppl who are really doing the work in the company all are caliber ppl.

And I think from now on, CIHldg will get more revenues and benefits that we don't even get to smell it. They will automatically flow into their door even without Johari sitting in the house.

Encik Megat Joha Bin Megat Abdul Rahman ("Encik Megat") is a Certified Public Accountant (CPA) in United States and a trained accountant who graduated from Boston University, Massachusetts with a degree in Accounting & Finance in 1986. He passed the Uniform CPA Examination in 1987 in Chicago.

Working experience and occupation:

Encik Megat Joha Bin Megat Abdul Rahman is currently the Executive Director of C.I. Holdings Berhad for more than 2 years. He started his career as an Auditor with Peat Marwick Mitchell, Chicago, USA in 1986 and later joined the KPMG Kuala Lumpur office in 1988. In 1991, he joined Kumpulan FIMA Berhad where he served as Vice President for their Agro-based and Business development Division and finally as Executive Director and Chief Executive Officer for Percetakan Keselamatan Nasional and Security Printers, of FIMA Corporation Berhad. In 1998, he joined Bursa Malaysia Securities Berhad ("Bursa") as Investigations Senior Manager for Market Supervision. In 1999, he was primarily responsible in the setting up of the Labuan International Financial Exchange (LFX). He left Bursa in early 2002 to assume the position of Chief Operating Officer cum Executive Director (Operations) at Mayban Securities Sdn Bhd until mid 2005.

i'll be away =)

u have enough to sell
i dont have enough, so i add =)

The hike in April I think was due to the phone launching. I guess..

Volume doesn't look normal bro.. looks internal news leaked. If results good, usually stocks will up before announcement. My advice don't sell anymore. But I'm not responsible anything ya :)

Hi Val-Elta bro, I add some at 41 cents. I didn't sell any but been collecting. My TPs all from 80 cents. And some for above 1.00 too. Hope we are right and if we are right, our sharing help some investors.

Thanks Val-Elta. U looked into every detail =)

I was wondering behind their operation, are they really enjoying the cheaper metal price to find out whether the decreasing metal price trend is favorable to them. After considering the factors, I believe they should be moderately enjoying the cheaper metal price and it should be favorable to them.

HOWEVER, it doesn't matter and it's neglect-able for now, as long as Notion can't improve the efficiency of their operation to satisfy their customers requests. As currently their customers product requests' are stringent and I believe it increases the cost of sales (u can look into AR, which was highlighted in the chairman statements). I don't rule out the possibility that this is the reason behind the higher cost of sales. But you are possibly right. I also have thought of it as u, and hope that's part of the reasons. Wink wink ;) But overall, looks like issues from the customers are limiting their margin.

Jz saying, if Notion manage to improve the efficiency, I believe the profit will be better with higher margin. Though I think it's not easy.

Hi Val-Elta, I wonder if u do some studies on their products' raw material cost. And if u do, u mind to share? I always wonder how's their margin being affected as metals' prices are dropping sharply over the year. I suppose it's a good thing, but wondering is there any material or significant effect.

be patient =)

don't give up on them.. they will recover i think. and if they start to turn black, depends to the results, and if u think they can sustain it, maybe u can consider dont simply sell it and aim higher. barring unforseen economy uncertainties though. (but jz my personal opinion only). so hope u will manage to recover ur loss and make some profit.

i got some @37-38 and will only add around the price..

To share with u... coz u been generous in sharing sincerely.

The RM14.7 millions mine investment in Australia is considered loss entirely. BUT it had been fully written off in FY14. U no need to worry about it. U may look into their 2014 AR, page 5 and 61.

The phone business is jz a small attempt. It's not a big deal they make it or not. Won't contribute big gain or loss. I think no need to care about it. Phone glass is still in R&D, also neglect-able.

To condemn.. I think the CFO director Jerry has proven himself incompetent. He and the trash investment division have made many big investment mistakes i.e. in investing the Australia's Alcyone Resources Ltd and hedging the USD in wrong trend. I hope the other directors are and will be more cautious with their incompetent CFO and they should never forget that.

I agree with u that their core business possibly is good enough and they should focus more in improving the efficiently, margin, competency and acquiring more business. Which I believe they are doing so from the recent Q results notes, AR statements and media release. I think they've learned the lesson and no longer diving into investment/field that they are in-expertise, and only make reasonable capex/opex investment and exploration.

maybe is a good thing. total amount 414 =)
look into this link, dont worry, i think no virus or spyware.
http://sacredscribesangelnumbers.blogspot.sg/2011/08/angel-number-414.html
hope good results coming soon =)

hi val-elta. some info for u. about the phone coz i aware u didnt manage to find it.

https://www.facebook.com/TrendiGlobal
http://www.trendi.co/

u have a lot of notion?

it's getting harder to find undervalued stocks to invest right now, especially by urself only, restricted by limitations like exposure, time, energy etc. that's why some of us come here, forum to get some sharing. this is a forum, but nobody owes anyone anything. someone hardworking and generous like icon8888 keep sharing. but how many ppl say thank you to him for earning some money from the sharing. if u have comment, commend nicely. this world need more encouraging ppl than discouraging ppl.

i have another good counter =)

=)

maybe come back later

no choice.. cabut..

don't get me wrong. nothing to congrats or proud of for 2 cents of profit, some more over few months of suspension.. opportunities cost.. i should have bought more mieco..

those i bought prior suspension was at 59 cents.. that was to punt for the news i heard.
now have sold some after averaged, hold awhile longer to see what's really happening.

i think as investors have to always be flexible. nothing is fix. even TP and entry price. esp unrealistic price.

i dont know really got ppl wait for 30 or 25 cents and didnt collect a shit..

awww... i prefer it shoot up when opening. averaged it too, then sold some for minor profit. haiyoo..

lol lmao