investorbat

investorbat | Joined since 2020-01-29

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1 day ago | Report Abuse

Mr calvin,i though u call the office already ,lazada sg or lazada my or shopee all Novid face mask come from Notion malaysia.There are thousands boxes of Novid mask which manufactured end of 2023 before Notion stop manufacture. All the face mask selling now is old stocks,nobody wants to wear mask now.Good management is very important,they know when to stop and exit the loss making PPE

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1 day ago | Report Abuse

No need to call office,theedge 27may edition they said completed the impairment and exited the healthcare business.Thats why they reported losses 4Q 2023.Latest Q report shown no revenue from PPE

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1 day ago | Report Abuse

They sold almost 16mil ESOS share since 24 may 2024,enough for them to buy few houses and go travel around.

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1 day ago | Report Abuse

I guess they unload some shares and buy Notion hahaha

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1 day ago | Report Abuse

2 directors sold their holding in jcy ,mr wong sold 30% of his total holding,while mr yeoh sold 40% of his total holding.Mr yeoh was the senior engineering director at WD and engineering director at SEAGATE.Why sell almost half of holding ? He knew better than u and me

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1 day ago | Report Abuse

Mr calvin,dont bull shit here,Notion is not selling face mask anymore.Writing blog day and night please go study the company before u post.Share price noting to do with how many % market share u have in HDD,the ability to make max profit/margin is the key to boost the share price.Fund sapu alot around 1.9-2 ,thats why i said very weird that day's transaction.

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2 days ago | Report Abuse

Those who read my comment 2 weeks ago regarding the prospects of DUFU,JCY and NOTION should have made 50% profits already. Notion made highest profits among the 3 but market cap no even half of DUFU ,JCY.

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2 days ago | Report Abuse

making new high everyday!

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2 days ago | Report Abuse

Notion saw a resurgence in demand as
customers returned post quality issues with other suppliers

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2 days ago |

Post removed.Why?

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2 days ago | Report Abuse

business very good,buy and expending

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2 days ago | Report Abuse

sudah pigi 2.08 kah,mau overtake dufu?

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5 days ago | Report Abuse

something is not right,buyer keeps buy at ask price,someone knew something?

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5 days ago | Report Abuse

2:48,more than 1mil shares sapu from 1.85 to 1.89,very strange

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5 days ago | Report Abuse

took some profits at 1.97,will LU if contract awarded

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5 days ago | Report Abuse

sudah dapat 500mil contract?

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1 week ago | Report Abuse

KK,today cannot reach 2 la, it reaches upper BB will stop there,maybe few sen above.Hopes today close around 1.88

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1 week ago | Report Abuse

Aminvest gave buy call 2.20 is excluding the aluminium extrusion contract."IF" Notion got the contract annual revenue will be 500mil higher,takes 6% net margin,will be another 30mil net profits. Foresee 2.50 if contract awarded

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1 week ago | Report Abuse

KK you are right,Notion made the most money amongs the 3,but market cap is lowest,much more room to go.I noticed every 8 to 10 ten days there will be a big green candle with huge volume

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1 week ago | Report Abuse

sudah rehat 1.60-1.7 for a week already,now towards 1.85

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1 week ago | Report Abuse

Good ,buy call 2.20 from Aminvest

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1 week ago | Report Abuse

Dont worry, either dividend or bonus issue coming.As long as the profits is rising,share price will rise also with the back of 50mil cash

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1 week ago | Report Abuse

Sorry ,guess net Q profits not less than 5mil

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1 week ago | Report Abuse

Hidden gem,net cash around 50mil/0.40,newly acquired waste recycling company made good profit.Guess next Q profits not less than 7mil.Might go up above 0.90 before end of august

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1 week ago | Report Abuse

Hopes 1.60 can sustain,next leg will go to upper BB of 1.85

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1 week ago | Report Abuse

next 0.83,stay above 0.80 today good

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1 week ago | Report Abuse

Dufu?still cannot understand my previous comment?Whole world is gaining HDD orders,only Dufu not,even lower than Q1,2023.Hopes 2.31 can hold,if not ,very susah

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2 weeks ago | Report Abuse

Q4 2024 net margin more than 30%,Q1 2025 net margin more than 40%,JCY selling NVDIA chips?

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2 weeks ago | Report Abuse

Q3 2024,Rev 189mil,PAT=36.26mil?Almost 20% net margin?Dreaming?JCY never got more than 15% net margin for the past 10 years,suddenly this year so special can fly ah?Even the latest Q after minus 3mil forex gain is around 2% net margin only.

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2 weeks ago | Report Abuse

Aluminium extrusion contract might be awarded any seconds,500mil contract is doubling the total annual revenue.Big gap up if contract awarded

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2 weeks ago | Report Abuse

selloff almost done, reversal signal came out ,if close above 0.75 good sign

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3 weeks ago | Report Abuse

Looks like dont want to give up,close above 1.56 today?

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3 weeks ago | Report Abuse

Everyday 9% gain,low of 1.16 2 days ago to 1.57 now,41 sen gained.For those not thinking to hold long,should take some profit

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3 weeks ago | Report Abuse

As i said no major correction until 1.60,this stock not so many institution holding,after q report they starts to accumulate .Some from Dufu and Jcy move here will boost the price even higher

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3 weeks ago | Report Abuse

Now u know they power of undervalue Notion!5 minutes can push 10 sen

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3 weeks ago | Report Abuse

Aluminium is used for solar panel,johor is going to be the largest solar power state for booming DS

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4 weeks ago | Report Abuse

The Group registered a higher revenue of RM99.9 million as compared to Q3FY2023 of RM83.2 million. The increased of RM16.7 million in
revenue was contributed by the increased demand in automotive and EMS segments.
The Loss before Tax (“LBT”) for current quarter is RM38.0 million (Q3FY2023: Profit before Tax of RM2.7 million), the loss in current
quarter was impacted by impairment of plant and machineries of RM30.7 million and inventory written off of RM8.5 million. If not for the
major one-off impairment above, the Group would declare a profit before tax of RM1.2 million.
Notwithstanding the above, the Group wishes to highlight that operating cashflow for the quarter was positive at RM20.4 million and
borrowings have dropped from RM38.6 million in the previous quarter to RM33.3 million in the current quarter as the Group honours its
financial commitment.

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4 weeks ago | Report Abuse

If u want to make more money, either u got more revenue or more net profit margin,for Top glove, it is revenue.DUFU's Q revenue never passed 100mil for the pass 10 years(dont know why being listed for 10 years also cannot improve).Secondly the net profit margin,dropped from 20+% in 2018 yearly to the latest 7+%. You still did notice the problem?If your salary is 3k now ,after 10 years still 3k,can u compete with other?

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4 weeks ago | Report Abuse

No offence,among DUFU,JCY and NOTION i like NOTION most.JCY pat is very low even though HDD revenue is rising,147mil revenue,pat 5.3mil, excluding forex gain of 3mil real pat is 2.3 mil,less than 2% of revenue.DUFU even worst,HDD revenue dropped ,i dont know why,suppose should be doing great during this up cycle.Maybe losing market share to JCY or NOTION,the ovehead cost also rising caused the pat to drop.

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4 weeks ago | Report Abuse

Mr Tan is a retired army major,check his profile,he knows how to make huge profits.I guess he will buy more

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4 weeks ago | Report Abuse

I guess no major correction until 1.60,HDD's revenue is not gaining much,EMS gaining a lot. Management did a very good job in cost cutting,said 2H is much better than 1H,EMS is going to do very well in coming "few years",now dealing with few clients,maybe more contracts will be awarded

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4 weeks ago | Report Abuse

HDD market will decline to USD 15.53 billion in 2029,USD 15.53 is close to MYR 73 billion. WD is holding 37% market shares,73 x 37%=MYR 27billion revenue for HDD.Since Notion is one of WD supplier,5% revenue will be MYR 1.35billion!Not incuding EMS!

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4 weeks ago | Report Abuse

Pang,why need few more days to reveals Tan is holding 39mil shares or not?You dont know what is direct and indirect interest?

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4 weeks ago | Report Abuse

substantial holder

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4 weeks ago | Report Abuse

Who the hell said mr Tan or Madam Tho is insider?