Tekseng the face masks fabric manufacture Over the 1H2020 their non woven fabric contributions comprised a 25% tekseng s revenue has Lifted their n.profit by 50% .
Yet, the non woven fabric segment production still not yet triple the target set .
NOTION has smacked into the right sweet spots . Hoot Kaw dia before the 0.910 breakthrough yaa !
Many people said Notion coming share price same as Comfort.. From RM0.80 to RM5.00++.. Mask coming months demand more than supply compare to glove. Suggestions sell all your glove & buy Notion right now.
Good advice and may look into it after this round of correction..need to consider is the profit margin range between mask and glove as both are consider good demand in covid pandemic
Go into Notion official website to know more about their businesses. They have factories in Klang , Johor and Thailand. Their core businesses are much better than many companies WHO have recently ventured into health care.
Notion corebusinesses are in hard disk, consumer electronic and auto braking sistem. Their clients are multi Nationalis like western digital, Toshiba, Dyson and Nikon of Japan tec...
Due to Covid, they decided to venture into health care for growth and also utilise their excess staff and other resources. Financial they are ok and do not have to raise funds in market like private placements.
A Good example is Komark. Their core business has being loss maling every year. Now they one to diversity into face mask. Look at how crazy the share has gone up.
Why such a huge loss? No wonder price could not ramp up as compare to their peers like Dufu , Viscon...Got to agreed that the face mask business come abit late as mass production being started in China, Mexico...furthermore this is low end product which everybody can start up the business
Notion in their profit guidance recently has said that quarter ending June will not be Good. Going forward , Post Covid lockdown, their business has pick Up. They expect secondhalf 2020 to be much better.
我已经布局买入了, 股价都是提前6个月 反应的。 Medical & healthcare 更疯狂反应了未来12个月了。 NOTION最迟 八月尾 可以开始贡献盈利。(管理层: net profit会有 15-20%)
{ BULL GROWTH , DURING UNCERTAINTY STILL }
AVERAGE SELLING PRICE FROM ADMIN FOR: i. Face masks (3ply) , to be at $1/ N95 & 4Ply masks even at much higher selling price. ii. PP Melt blown Faric, to sell at $210000/ per tonne.
NOTION VTECS Group will provide the new guidance for FY2020 and 2021 in the next quarter when the production and business is made clearer. The total investment thus far is RM7.5 million in capex with 4 lines of face mask production of output 10 million face mask per month, 5 lines of PP MB production of 50 tons each month which is sufficient for 50 million face mask production a month. The excess of PP MB will be sold to other face mask makers locally and overseas. We have not yet invested in PP SB machinery as yet but soon.
Renaud Anjoran, CEO at sourcing specialists Sofeast, said the decline in shipments to the US was due to “insufficient melt-blown” – a fabric crucial to making masks, “and too many mask factories”.
Dont worry.. Notion is PP melt-blown maker just like tek seng
I have no idea when will the quarter out, but the information i have is 7 mil losses for coming quarter but will improve once PPE businesses kick in.
Last Friday over react is because of FDA approval on Notion's 3ply mask, Even Notion get the approval but doesn't mean the company will benefited because the United state culture doesn't same like Asean, they seldom use disposal but recycle. I believe those who understand the company will wounldnt buy at current share price, but will only buy it once see the company bottom line recovered.
Thx for info , I think just waiting for the dust to settle first due to huge volume last Thursday and price approaching resistance level , investor might sell down like previous ramp up and volume can be absorb is questionable. Maybe consider again after quarterly announcement on the 7 million loses before investing
For those wanted to wait for the price to get down can do so but remind you all that stock up will not wait you ...look at Careps and others health related...
Caerplus register a 2000% increase in Q2 report but what if the 7 million losses of Notion is reported in next Q report. Director disposing share in July means that the losses could be real. Better wait first before jump in the wrong ship
I will share information I know to the forum, believer can choose to believe, those hater can choose to ignore.
Info I did share 1.JCY when it as 33/34sen 2.Careplus I know the earning 20mil 3 weeks ago and I mange to sapu only abit, I din't buy 3.Gunung pending acquisition news I bought at 60 sen 4.Comfort I was told that earning 33 mil but outside rumour say 48 mil. 2 different version.
Notion loss 7 mil 2nd quarter, perhaps who wanted to know rigid or not can wait for quarter in jsut 2/3 week time.
On August 1, about 20,000 people took to the streets in Berlin, Germany, to protest the government's measures to prevent coronavirus, including social distancing and wearing masks, and criticised the government for infringing on people's freedom and rights.
The demonstrators are high on slogans such as "End the Coronavirus panic immediately and return the basic rights", "We are the second wave", "Natural epidemic prevention instead of vaccination", "Throw away masks", "We are forced to wear masks" and other slogans, demanding immediately To end the current epidemic prevention measures, some chanted "Isolate Bill Gates and Merkel."
But because many participants did not wear masks and were unable to maintain social distancing, the Berlin police dispersed the crowd in the afternoon and filed criminal proceedings against the convener of the parade.
According to Berlin police estimates, the number of participants in the parade reached about 20,000 at the peak.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Killsthebear
317 posts
Posted by Killsthebear > 2020-08-01 10:52 | Report Abuse
Notion produce PP melt-blown & facemask.
Hopefully insider 888next could come out and discloses more