Just wait for notion BIG announcement soon

1. By Aug 2024, Notion will clinch JV deal with China partner in high volume aluminum extrusion export business

2. By Aug 2024, Notion will have agreement with exiting customer in the EV automotive plunger business to increase capacity significantly

3. Strong steady growth in high end appliance business

4. Notion HDD manufacture plant in Rojanan industrial park in Thailand have ramp up manufacturing utilization rate up to 90% and in the process of hiring personnel to accommodate increase demand

5. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers, Western digital, Seagate, Tosibah.

The ESOS was awarded in 2017 and 2020 at 10% discount to market price on 2017 and 2020. Similarly, YTL ESOS also awarded few year ago at that year market price around 50 - 60sen.

Now, notion share price surge is to reflect business
turnover similar to YTL. Director off course can exceise their entitlement ESOS which was awarded few year ago as ESOS have valid period 5 year unless seek extension in AGM

Please check earlier Q result, the amount ESOS outstanding is clearly stated in Q result. More importantly, these ESOS was awarded to directors few year ago and these ESOS volume is fix and valid for 5 year. Director have 5 year periods time to exercise their entitlement anytime within 5 year validity period just alike YTL director which currently also opt to exercise their ESOS before validity time expire date

Uptrend

1. By Aug 2024, Notion will clinch JV deal with China partner in high volume aluminum extrusion export business

2. By Aug 2024, Notion will have agreement with exiting customer in the EV automotive plunger business to increase capacity significantly

3. Strong steady growth in high end appliance business

4. Notion HDD manufacture plant in Rojanan industrial park in Thailand have ramp up manufacturing utilization rate up to 90% and in the process of hiring personnel to accommodate increase demand

5. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers, Western digital, Seagate, Tosibah.

Another 2 director, executive directors and directors of trade and corporate finance, joining buying notion openly

Dufu is BIG laggard HDD stock, Once confirm turnaround, it will form V shape recovery toward normalize level above RM 4

Uptrend line

1. By Aug 2024, Notion will clinch JV deal with China partner in high volume aluminum extrusion export business

2. By Aug 2024, Notion will have agreement with exiting customer in the EV automotive plunger business to increase capacity significantly

3. Strong steady growth in high end appliance business

4. Notion HDD manufacture plant in Rojanan industrial park in Thailand have ramp up manufacturing utilization rate up to 90% and in the process of hiring personnel to accommodate increase demand

5. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers, Western digital, Seagate, Tosibah.

For FY2024, target revenue growth +20%, mainly through HDD, EMS
For FY2025, target revenue growth +25%, mainly through Automotive
For FY2026, target revenue growth +100%, mainly through JV with China partner, for manufacture Aluminum extrusion for solar panel frame

For FY2024, the Board is confident that it is a turnaround year. Additionally, the expectation is for H2 FY2024 to out-pace H

Aug 20204, Notion will clinch JV deal with China partner in high volume aluminum extrusion export business. These High volume aluminium extrusion is use for solar panel frame to be manufacture in Klang plant 3. Once agreement signed, it is expect to come on stream in mid 2025.

Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in
tandem with the unit of shipment.

Take for example, western digital 18 TB HDD now increase disk per base plate to 9 disk for hyper scale data center. In turn of per unit shipment, western digital need order 1 base plate from JCY, but western digital need order 9 spacer from notion and each spacer posses high precision up to sub micro level in order to achieve high heat dispersion between disk. Notion also supply clamp on top of spacer in each HDD.

Therefore, notion business volume is highly correlate with high capacity HDD storage for current AI power data center

added last batch at 2.10

Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in tandem with the unit of shipment, which has been falling over the years because low-end HDDs are being replaced by solid-state drives (SSDs), which are faster, lighter, more durable and consume less energy.

In summary,
1. JCY correlate with HDD unit shipment and low end HDD use in PC
2. Dufu and Notion correlate with HDD capacity and high end HDD use in hyper scale data center

The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559

Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in tandem with the unit of shipment, which has been falling over the years because low-end HDDs are being replaced by solid-state drives (SSDs), which are faster, lighter, more durable and consume less energy.

Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.....only
winner take all market share.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559

Cut jcy at 70.5sen, swap all to notion due to message from Notion...

The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.

bought notion at 2.13-2.15

The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559

The widespread adoption of cloud computing has reduced the number of organizations that operate their own data centers, but has only increased the number of data centers around the world, as large hyperscalers such as Amazon Web Services, Google Cloud Platform and Microsoft Azure continue to build out the infrastructure necessary to accommodate their customers.

In fact, according to AFCOM, the leading membership association for data center professionals, we’re about to experience skyrocketing data center construction, with new projects increasing sixfold in the next three years. The prediction is included in AFCOM’s recently released eighth annual State of the Data Center report. If you guessed that artificial intelligence — and the massive volumes of data storage and computing power required by it — is primary the cause of the data center boom, you guessed right

KUALA LUMPUR (June 25): Malaysia and Indonesia are expected to be the prime beneficiaries of rising demand for data centres due to artificial intelligence (AI) growth, according to CGS International.

CGS said players involved in the value chain of data centre construction (such as equipment providers, real estate landlords and contractors) will benefit more in the next three to five years versus operators, due to the current stage of the industry’s growth cycle, which is still focused on building infrastructure for AI training purposes.

https://theedgemalaysia.com/node/716663

added last 73.5sen, average down holding cost

Message from DUFU management, 70% business from HDD (JCY 91% business) - We believe that global semiconductor sales are picking up and, coupled with a resurgence in the memory sector, suggesting the potential onset of a new growth cycle, especially among local manufacturers who typically lag behind global semiconductor players.

This positive momentum is supported by the conclusion of inventory adjustments and heightened demand in electronics and AI-related applications

Notion share price have surpass historical level, but DUFU share price is still laggard behind due to lag in turnaround in previous Q result. But, DUFU managment massages clear, the bottom have already over, its due time for U turn in next Q result and momentum is expect gaining strong due to sudden hike in A1 power data deriven and mushrooming Data center awaiting HDD installation forward.

Kwp continue selling, kwp fund manager also selling, myeg CEO also selling direct share to company.... EPF selling and trading, now ease less 5%, everyone is waitinvg for NIIS outcome which risk myeg losing 2/3 immigration business after 2 year extensions lapse

cut at 1.03, better wait for NIIS award impact first

sold at 1.19

added more DUFU at 2.60-2.63

sold at 2.68-2.70

both jcy and notion already breaking historical price level, its time for Dufu to catch up to return to normalize level above RM 4 and all time high above RM 7

HLIB starts coverage on Notion, target price RM3.28
https://theedgemalaysia.com/node/716223

Dufu high time can reach above RM 7, current depress price still have huge room to catch up once next Q result record EPS growth

#美中科技戰 #地緣政治下 馬來西亞為什麼成為 #半導體 新贏家？【懂商業看商周】Ep.34
https://www.youtube.com/watch?v=dbRVibxpFIM

Gold price soaring, on track to break record high again

Gold price soaring, on track to break record high again

https://www.malaymail.com/news/money/2024/06/20/taiwanese-manufacturer-elite-material-co-ltd-sets-up-rm900m-facility-in-penang/140613

added more at 77.5sen

bought back myeg at 1.04

sold at 41.5sen

bought skp at 1.15

bought dufu at 2.52

bought back jcy at 78.5-79sen

bought tomei at 1.78-1.79

bought pohkong at 1.18

bought msc at 2.63-2.65

cut at 97.5-98.5sen

Myeg have mitigate these risk through investment in HTpadu, but if HTpadu indeed lose out, unsuccessful secure NIISE, then, it may impact myeg

Once implemented NIISe, all immigration-related affairs, including those now managed by outside parties, such as MyEG, would revert to the Immigration Department including passport renewals and visa applications, applications and renewals of foreign worker and maid permits would be handled by the department when it rolled out its National Integrated Immigration System. The impact is significant to myeg as Msia gov job still form 70% of myeg revenue. Myeg have grace period contract extension until 2026 before replace by NIISE

Wait for National Integrated Immigration System (NIISe) project to be award by end month to see any negative impact on share price later

https://theedgemalaysia.com/node/713107