Notion, in term of EMS sector alone, Notion is still the most undervalued with super big growth opportunities in upcoming business grow across its sector. Including the AI data center HDD business, that even massive growth in year 2024.
Dont forget, the next catalyst enablers for Notion to achieve RM1billion revenue target by FY2026 (3times vs RM345mil in FY2023), CAGR 43% by segment breakdown to group revenue:

a) HDD: Revenue up 30% + high confidence continue expand 5 years due to recovery enterprise cloud & new data centers volume expansion

b) Automotive: Revenue up 35% + continue grow on new customer South Korea supply volume production of solenoid valves, starting 2HFY2024

c) EMS: Revenue up additional 35% due to few new EMS clients taken on-board in high-end electrical appliance

d) Aluminium extrusion & machining venture [New catalyst]: Revenue additional RM500mil/annual + advanced negotiation stage with potential Chinese partnership driven by need to relocate out of China operation due to US-China trade tension & US tariff hikes on Chinese imports, starting mid/late Q4'2024

Once a golden opportunity to buy Armada, stable, secure, profitable with super earning+ high net profits margin 35% + next Rm20bil business lock down.. what's else provide a secure, guarantee business to investors, super undervalued. Huge opportunity

I m buying Armada, huge potential for price spike up with FPSO demand continue rise worldwide. Easily go beyond $1.00 with forward PE 6 + MISC to buy it's share. Can up 80% by couple of weeks once big fund mgr observed it potential with sales order Rm9.1bil + additional Rm10.7bil, that Rm20bil secured business, plus now MISC plan to buy Armada to expand it's FPSO business, opportunity is huge

hold firm, future of Notion share price hit beyond $4.00 is there, just need patience till next 3 Qtr result.

I'm still here, holding both JCY & Notion, quietly continue hold. Already bought enough shares, just patience hold and profit from it.

Big opportunity on IJM, playing catchup with more AI Data center projects coming in months + super undervalued vs Gamuda for big cap.

Current forward PE valuation of IJM vs other big cap construction stocks like Gamuda, is well cheap, playing catchup to others like Suncon & Gamuda. Expected to win more jobs & secure in data center sector with it strong reputation. I more keen on IJM due to undervalued & higher opportunity in securing more AI Data center projects is months to come.

HDD business on 3 main customers (WDC, Seagate, Kioxia) all are using these 3 suppliers JCY, Notion & Dufu as their part counterpart all the times since before IPO, tied to their operation systems for many years ago, supply parts to HDDs, since day one.

There is a high market expectations on smartphone & PC revenue will boost Micron, even it earning reported beat expectations but the sales is flat temporarily. Don't underestimate coming Apple iPhone 16 with AI features, there will be massive growth of loyal Apple fans to queue & buy this new iPhone release in Sept24, then Micron, Sk Hynix & Samsung sales orders will shoot up the sky once ot get crazy.
If anyone do deeper research, almost all US banker, analysts, fund mgr are buying Apple shares in big volumes, raise it target price to $260 to $275 range by early next year 2025, expected massive buying iPhone16 with higher ASP + raising demands.

I believe Micron will be great as well in later this year. The key important here is HDD, Micron reported 50% QoQ revenue up alone in AI data center business, and now we are buying and holding JCY, Notion and Dufu direct correlated with AI DC.. so the power of HDDs, SDDs volume will be massive big in coming year end 2024.

Do your own research for better understanding.

There is a high expectations on smartphone & PC revenue will boost Micron, but the sales is flat temporarily. Don't underestimate coming Apple iPhone 16 with AI features, there will be massive growth of loyal Apple fans to queue & buy this new iPhone release in Sept24, then Micron, Sk Hynix & Samsung sales orders will shoot up the sky once ot get crazy.
If anyone do deeper research, almost all US banker, analysts, fund mgr are buying Apple shares in big volumes, raise it target price to $260 to $275 range by early next year 2025, expected massive buying iPhone16 with higher ASP + raising demands.

I believe Micron will be great as well in later this year. The key important here is HDD, Micron reported 50% QoQ revenue up alone in AI data center business, and now we are buying and holding JCY, Notion and Dufu direct correlated with AI DC.. so the power of HDDs, SDDs volume will be massive big in coming year end 2024

Be steady, JCY still riding on AI data center HDD theme + pure manufacturer HDDs which support 25% of world HDDs part with 10000 AI DC building requirement. As long as Notion share price continue up in gradual mode, more genuine buyers continue buy Notion shares, eventually JCY will look very cheap & ride along together with Dufu as well. Continue hold, add for next 6mths till Feb'25 Qtr result out, will show how promising it will be.

Refer to Micron qtr result future guidance, it stated just 3mths vs last QoQ, revenue jump 50% QoQ on AI dara center with more & more AI DCs customer require + to raise ASP price following WDC & Seagate practise.
So just be patience, hold & wait for coming next Aug'24 Qtr result revenue & earning out for better future forecast guidance.

Again to emphasis here, this HLIB research reports $3.28 PE 10 is covered mainly on EMS, Automotive & China+1 aluminium business growth, not yet factor in the AI DC business massive expansion grow. That's why Notion has huge potential to hit beyond $4.50 to $6.00 in next year 2025 once Qtr results out to support it. Those who sell or run, will regret in next 6mths down the road.

It already proven by macro level news across that storage memory of HBM, SDD & HDD are not enough, will raise ASP prices consistency. Look examples, WDC & Seagate raise 2x times in end Nov 23 & April 24, continuous raise by ~13% average in last 2Qtrs. That's very obvious, the demand for AI storage memory are well shortage and severe to meet ever raising AI data centers, customers still willing to buy fast to secure orders. With coming additional build of 10,000 AI DCs require to support AI, double up from current 10,970 DCs.

Are we still in denial that insiders will continue sell or continue buy? In next 3 Qtr will hit beyond $4.00 once the Qtr results out with massive growth .

A very positive showing AI data center is huge & potential throughout across HBM, SSD & HDD market growth. 50% growth Quarter over Quarter, that a massive revenue spike in storage memory across the globe. Imagine HDD will take ~90% of all storage memory in AI data centers, how huge the potential opportunities of it?

A very positive showing AI data center is huge & potential throughout across HBM, SSD & HDD market growth. 50% growth Quarter over Quarter, that a massive revenue spike in storage memory across the globe. Imagine HDD will take ~90% of all storage memory in AI data centers, how huge the potential opportunities of it?

A very positive showing AI data center is huge & potential throughout across HBM, SSD & HDD market growth. 50% growth Quarter over Quarter, that a massive revenue spike in storage memory across the globe. Imagine HDD will take ~90% of all storage memory in AI data centers, how huge the potential opportunities of it?

Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.

'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust AI-driven demand for data center products is causing tightness on our leading-edge nodes,” Mehrotra said in a statement. “Consequently, we expect continued price increases throughout calendar 2024 despite only steady near-term demand in PCs and smartphones.”

On a call with analysts, Micron said that its high bandwidth memory, the kind used in AI chips, is sold out through 2025. “We believe that Micron will be one of the biggest beneficiaries in the semiconductor industry in the multiyear growth opportunity driven by AI,” Mehrotra said.

Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.

'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust AI-driven demand for data center products is causing tightness on our leading-edge nodes,” Mehrotra said in a statement. “Consequently, we expect continued price increases throughout calendar 2024 despite only steady near-term demand in PCs and smartphones.”

On a call with analysts, Micron said that its high bandwidth memory, the kind used in AI chips, is sold out through 2025. “We believe that Micron will be one of the biggest beneficiaries in the semiconductor industry in the multiyear growth opportunity driven by AI,” Mehrotra said.

Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.

'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust AI-driven demand for data center products is causing tightness on our leading-edge nodes,” Mehrotra said in a statement. “Consequently, we expect continued price increases throughout calendar 2024 despite only steady near-term demand in PCs and smartphones.”

On a call with analysts, Micron said that its high bandwidth memory, the kind used in AI chips, is sold out through 2025. “We believe that Micron will be one of the biggest beneficiaries in the semiconductor industry in the multiyear growth opportunity driven by AI,” Mehrotra said.

mostly after 2-3 selldown, more & more new buyers come collecting, I believe this round JCY can hit .80 for sure & then move to .90 soon.

Notion flying now, powerful 2.24

break 2.20 with big volume, now getting much stronger going up higher

Good gradual momentum is building up in Notion, more stable & supportive now.

Momentum is building up in Notion, expected JCY will follow & hit 0.77 by end of today, then hit to >0.80 tmr then

yes, it seem like genuine buyer are entering Notion. Price range buy at 2.13 to 2.15 will be safer for current movement, provided no major sudden sell down later evening

I m collecting JCY at 0.715 to 0.730

1st observation, Notion strong support at 2.08 to 2.10, seem like big shark not playing the game today so far. Monitor as it goes

Thanks Oothein64. At least someone is appreciate my efforts. FYI, I'm also ikan bilis, share price up or down is control by big fund mgr, corporate bankers with huge capital. If these big shark start to play different tune of game, then we can only follow but need to react fast upon sentiment, pattern trend show something not right based on experienced.

My intention is to help retailer investors, when it was still high at $2.26. I do not know big shark react so fast, and sell down badly during closing time. I will buy back when timing is correct, get more stable & opportunity present itself.

I do believe Notion will break to higher price to $3.00 once the consolidation price get consolidate, stable.
Across all stocks now in KLSE stocks is in correction mode, buyback when its get stable & selling hype in US Nasdaq subside, then we can go and buy in batches once stabilize.

I'm sorry if I m caused Notion share price jerk. Dont get me wrong, I'm still holding a significant shares of Notion, sold half to reserve cash in case US tech AI related stock continue drop. I will use the money to buy back when it get stable with opportunity arise. Share price up down is normal for price fluctuation, consolidation period.

Yesterday I do deep research across all US tech stock related to AI (ex: Nvidia, Oracle, QCOM, Arm, Dell etc) show most of the fund mgr, hedge funds review & comments volume buy-sell pattern seem selling to take profit. So, my experienced tell me be cautions & today Notion observed more seller queue list at 2.28 to 2.32 range vs normal queue sell routine. Just I dont want people buy, but dont know when to trigger to sell if something seem not right. I might be wrong, just I dont want you all get trap in price if it does drop.

I also wish Notion, JCY, Dufu continue go up till the moon, but consolidation, price adjustment along the time is unavoidable, act based on the market force & sentiment move. I cant predict share price movement on dailt or weekly basis, but we can plan for long term Notion price appreciation as long as Notion's mgmt able to deliver & execute with raising business revenue & earnings gradually by next 3Qtrs.

If team feel better if I dont trigger any sell msg in future, I will not do so in future.

Just a caution, US Nasdaq related AI stock drop yesterday night. Potential give a bad sentiment to seller. For those who profit it, can consider take some profit first, wait for US AI stocks to stabilize first. Today Notion seller queue list is big vs normal.

Just be careful. No right or wrong. I'm might be wrong

For Notion, remember now you are buying for turn around business + increasing China+1, Taiwan+1 & Korea customers + in advance negotiation to give business for Notion. I rarely see a business owner with that confidence, to secure business partnership with China+1 Aluminium certainty during the Edge interview column, stated clearly with revenue generate RM500mil/annual. Imagine, a business turn around on Notion Vtec's well diversified business, start production volume build by mid/end 2024 to hit RM1billion revenue target by late 2025 (3x times vs RM345mil in FY2023), PE = 10 with $3.28 price aligned with HLIB research target price.

To share team, this still not factor in the raising massive AI Data center on HDD volume surge to meet data center requirement. This still undervalued & conservative projection, imagine what it will be in next 6mth with AI DC start to ramp up aggressively start end 2024 till 2030 for next 5 years and growing some more. Notion to hit $4.50 to $6.00 by next year is doable as long as Notion mgmt continue deliver next 3Qtrs result gradually + good future guidance prospect especially on China+1 Aluminium work.

For now, I will continue hold & add if buying pattern trend is changing. FYI, I observed a obvious pattern trend of big buyer + huge volume is buying Notion since last week, push up on Friday with retailer investors joining the crowd.

Well done JCY fighters & holder. Congrats!

For Notion, it still undervalued for now, bigger room to growth further, possibility exceed $3.00 in very short period of time with HLIB research on TP $3.28 out. HLIB research, does align to my initial research study after met with Notion's top mgmt with the report out. It already provide certainty during the Edge interview column, so confidence to stated a coming big business partnership with China+1 Aluminium with revenue generate RM500mil/annual. Plus more customer from Taiwan+1, China+1 & South Korea business in advanced negotiation to secure work with Notion.

Leave aside on AI DC's HDD in coming 5 years to growth, that already can provide Notion share price hit $3.00 with PE=10 (now, we talking of Notion's business turn around). Imagine inclusive HDD growth + upcoming business from these partnership.. that will be explosive growth, similar to YTLPWR on providing power & management support to Nvidia's data center.

We do need a vision leader like PMX Anwar & Tengku Zafrul, he truly an amazing, vision foresight leader we as Malaysia should have to lead us to a better nation build up.
From the quote below,

As Minister of Investment, Trade and Industry Tengku Datuk Seri Zafrul Aziz rightly pointed out, Malaysia has a “once-in-a-generation opportunity” to propel the country’s E&E industry forward.

“We must act now, become more resilient and seize the opportunity because failing to do so may result in a missed economic advantage that could set us back for years,” he said during a media briefing on the NSS in Putrajaya a day after it was unveiled.

A great, well done job so far for Msia under their leadership to bring up nation economy in macro level.

I truly appreciate of what our current Malaysia's unity government lead by PMX Anwar & Tengku Zafrul & Miti teams, they really push Msia toward a new dawn of better economy, respectable by other countries + moving into correct direction. Within >2years, more and more foreign big corporate investors come and invest in Msia in this short of period of time to gain confidence of foreign investor. That was a very tough job!

Compare to past PM leaders, Msia was in bad condition with massive swindling, corruption like 1MDB. I dont expect the best of Msia government can perform, hoping our nation's economy, policy are getting better, prosperous & in correct path to developing further on par with Singapore, Taiwan nation build-up.

https://theedgemalaysia.com/node/714968

https://klse.i3investor.com/web/blog/detail/jcynotionvtec/2024-06-20-story-h-158866254-AI_Powered_Storage_Market_Forecast_Grow_26_5_from_2023_till_2033

For Notion, we are investing on a turn around business with more customer revenue line up to work with Notion, will be triple out its revenue, business start operate & producing earning by mid to end 2H'24. That's a firm business secure, certainty & growing partnership with China+1 & Taiwan+1.

2nd, Notion is riding on AI DC theme play with massive growth oppurtunity for many years to come (at least 5years) with rising tons of billions of HDD parts require to support more & more Data centers (double up to 10,000 on top of current 10,970 data center) + support entire big giant customer (Nvidia, Microsoft, Google, Meta + others IBM, Salesforce, Dell, HPQ, etc) through selling to WD & Seagate.

Imagine how big it is! Target $3.00 is very conservative (PE=10) still not factor in the HDD AI DC qty, just purely on China+1 Aluminium business. So to hit beyond $4.50 or $6.00 is doable if PE readjust to PE 15 to 20 in next year once the volume start to fly high with certainty on its EPS result gradually up in next 3 Qtrs.

So, you can do the math. Simply like how YTLPWR up, also based on the concept if can hold & see in bigger aim future growth.

There is a reason why JCY drop last fews days ago, too many retailer fear & run away of dropping, take profit, sell at 0.77 to 0.82 range. But if you observe the buying selling trend, there are big volume buyer are collecting at 0.79 to 0.81 now, eating most of all smaller fish retailer. Eventually it will back push higher to 0.90 again, then stable for awhile & push up to 1.00.

I'm not crystal fortune teller, but i do practice fundamental, technical analysis + momentum sentiment movement to determine if to buy, hold or sell. I might be wrong, but at least so far Notion, JCY does run as it seem as long as big macro sector, theme play of AI DC still intact & continue to be big massive run especially by mid/end 2H'24 as i see now.

Dont worry. With upraising Notion share price up, JCY & Dufu will follow up as well.

Congrats to all. I tell you Notion target $3.00 (PE=10) still very conservative. This only for China+1 & Taiwan+1 partnership, it can go even further if AI DC boost up its HDD revenue much higher. Just hold firm as it goes. Easy to say, but hard to practise & hold. But if look on bigger aim, then it worth it.

Like what OTB said, keep & continue invest for long term make you millionaire, not trade in and out in fast mode as long as business fundamental intact & growing.

Good for you rainmann, macam menang banyak itu :)

With Notion continue rise, it just a matter of time JCY will follow up rising above $0.85 soon. Once break, will go toward $0.90

As I said, for Notion those who bought earlier already sold out almost all, remain now is the med to long term investor who aim for $3.00 & beyond. Notion is very cheap, only PE=10 even hit $3.00 based on 3x revenue up starting China aluminium business, start by mid/late 2H'24. Anytime from now, Notion will be announce it business secure. I believe coming next Qtr mid/end Aug, Notion will announce for future prospect. This already stated clearly in the TheEdge interview report, it already a given 'Green' card for long term hold investor to buy & gain profit

Notion will hit $2.50 vy soon, then follow by JCY 0.85

Notion will hit $2.50 vy soon, then follow by JCY 0.85

The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.

https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep

The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.

https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep

The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.

https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep

There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.

The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.