blackout87

blackout87 | Joined since 2015-07-15

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News & Blogs

2017-03-09 16:37 | Report Abuse

Just an update, notion recently crossed above rm1

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2017-01-17 10:28 | Report Abuse

There was also a rm3++mil machinery write off.

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2017-01-16 08:46 | Report Abuse

Ebitda for 2017 is likely going to be substantially higher than 2016. Owing to
1) higher usd at 4.47 in 2017(so far) to 4.1 in 2016. Top line should grow an additional 8%, majority of expenses r in ringgit.easily an additional rm12-15mil ebitda in 2017
2) 30% increase in automotive another tail wind for revenue, maybe another rm5mil ebitda.
3) significantly lower finance costs due to repayment of facilities.
4) additional tailwind if they r able to partly resolve their inventory issues.

This is an optimistic view. At current market cap of rm190mil+, price to ebitda is not even 3x. This is not taking into account that management is trying to break into other sectors to grow the scope of their cnc machining.

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2017-01-16 08:40 | Report Abuse

Once it rise, suddenly everything changes... Lol.. But notion fits the export theme, the business seems to have turned around as well. Let's hope management doesn't screw it up again.

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2017-01-12 18:56 | Report Abuse

It's the forex gains that's the game changer.

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2017-01-10 11:09 | Report Abuse

Price start to rise everyone say it will keep rising... Personally I think it should be very good. Provided management hedges all revenue at usd myr at rm4.4

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2016-12-01 15:39 | Report Abuse

Inventory write off for 3 years straight. I'm wondering if they will ever fix their operational issues.

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2016-11-20 03:32 | Report Abuse

Usd myr 4.4. Should be making money hand over fist. But notion has always had a history of nasty surprises

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2016-11-11 11:14 | Report Abuse

Ringgit sharp depreciation. Will notion benefit?

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2016-07-24 02:36 | Report Abuse

waiting for 1 year already.

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2016-03-22 17:37 | Report Abuse

The hedges r all expiring wei. What do u mean stupidI money. Hedges expire at exactly the wrong time

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2016-03-12 22:44 | Report Abuse

expired right at the wrong time, management should be re hedging now

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2016-03-12 21:54 | Report Abuse

the hedges have already expired, not much remaining, also the latest quarter was 4.20 and not 4.40.

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2016-02-20 19:13 | Report Abuse

A little too much excuses. I'll be coming to the annual general meeting

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2016-02-18 08:49 | Report Abuse

Yes, the same

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2016-02-14 02:45 | Report Abuse

I am looking more towards their ongoing biz, as well as the ridiculous management compensation scheme they have going on.

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2016-02-12 17:53 | Report Abuse

Bloody frustrating

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2016-02-10 21:44 | Report Abuse

Huat ahh... Notion let me Huat please

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2016-02-06 12:38 | Report Abuse

no further progress on increased sales or product lines for their automotive. They used to focus on antidisc for HDD, they can actually diversify to other parts of the HDD

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2016-02-06 12:37 | Report Abuse

The management has been nothing short of a major disappointment. I wonder why the quality havent been resolved after 2 years?

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2016-01-27 13:24 | Report Abuse

Should be about 7mil

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2016-01-14 22:30 | Report Abuse

i dont understand, everyone is making so much money. How is it that the directors are selling?

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2016-01-09 00:41 | Report Abuse

how do u know their accumulating notion?

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2016-01-08 15:31 | Report Abuse

The slr market, so the machines bought were idle. But these machines were used for other products as the year passed by.

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2016-01-08 15:30 | Report Abuse

No the fees r not reasonable now, but they were set when the company was making 50m per year. Even then it was high. 2014 was largely due to over expansion from expected orders from slr, but as the market crashed...

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2015-12-31 16:14 | Report Abuse

Ehh.. Well at least it's a frank comment :/

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2015-12-30 17:32 | Report Abuse

Next quarter hopefully no more reason for them to underperform

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2015-12-30 17:32 | Report Abuse

Really..... This stock is a turtle

News & Blogs

2015-12-30 17:10 | Report Abuse

There's another export stock called notion Vtec. The stock hasn't moved because they hedged usd. Last quarter majority of the hedges expired.

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2015-12-28 10:10 | Report Abuse

I was reading an article on comcorp talking about how their pe become 3.7 because of forex, 1 week time it went up almost 200%, same story as notion....

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2015-11-29 04:06 | Report Abuse

Ugh 45mil hedging loss. Really bang balls. I hope there r no more negative surprises after this.

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2015-11-19 22:46 | Report Abuse

21 million due to forex hedging and machinery impairment.

Without these 2 items, profit around 10mil

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2015-11-11 17:45 | Report Abuse

still got RM100million worth of hedges.

Also, according to TCF, the camera and HDD not doing well, automotive is robust.

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2015-10-29 15:02 | Report Abuse

Hope it starts going up in a meaningful way soon.

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2015-10-22 13:11 | Report Abuse

forex la forex. operations just maintain, the profit margin will quintuple.

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2015-09-23 08:50 | Report Abuse

Another issue might be, key supplier cancels supply contract due to persistent rejection rates....

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2015-08-26 15:42 | Report Abuse

YTD inventory write off RM7million+. I wonder if this will continue to persist, and what management is doing to rectify it...

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2015-07-15 14:22 | Report Abuse

@KCGOH1234 the price drop u go in and buy? Please read the latest research report on Pestech.