NOTION VTEC BHD

KLSE (MYR): NOTION (0083)

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Last Price

0.92

Today's Change

-0.10 (9.80%)

Day's Change

0.915 - 1.02

Trading Volume

18,114,600


29 people like this.

16,529 comment(s). Last comment by NatsukoMishima 7 hours ago

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

yip_8988

117 posts

Posted by yip_8988 > 2020-08-01 10:53 | Report Abuse

Yes agree with uboat, important thing is consumer knowledge to understand what is FDA.

BASforce

220 posts

Posted by BASforce > 2020-08-01 11:52 | Report Abuse

seems it will take a little bit more time, but breaking RM1 is a matter of when aje...

yip_8988

117 posts

Posted by yip_8988 > 2020-08-01 12:41 | Report Abuse

In the market many brands of face mask selling without FDA approval standard.

wehcant

1,259 posts

Posted by wehcant > 2020-08-01 12:43 | Report Abuse

We are already facing a pandemic and yet people are still concern if the masks are religiously "clean" or not? Humanity has a bright future, indeed!

VenFx

14,784 posts

Posted by VenFx > 2020-08-01 14:48 | Report Abuse

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 !

VenFx

14,784 posts

Posted by VenFx > 2020-08-01 14:51 | Report Abuse

Btw notion will start producing
4 ply masks to Hk commencing August.

While, its Blow melt fabric has received a 100 tonne order from China vs notion existingly 40T capacity.

dreamer74

164 posts

Posted by dreamer74 > 2020-08-01 15:13 | Report Abuse

Wow big volume and big jump. Monday good time to join party....cheers

KK

1,368 posts

Posted by KK > 2020-08-01 15:50 | Report Abuse

will need to digest the big volume first as observe from previous 2 big volume hike , the price is trend down to digest the huge increase in volume

tkyap81

36 posts

Posted by tkyap81 > 2020-08-01 19:55 | Report Abuse

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.

KK

1,368 posts

Posted by KK > 2020-08-01 20:51 | Report Abuse

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

lailai888

228 posts

Posted by lailai888 > 2020-08-01 21:36 | Report Abuse

Yup . Demand on mask higher than glove.

KK

1,368 posts

Posted by KK > 2020-08-01 21:38 | Report Abuse

Any idea on the profit margin as compare to glove

gottogo

286 posts

Posted by gottogo > 2020-08-02 00:11 | Report Abuse

Many group they talk about notion lol

Posted by Cyteo2258 > 2020-08-02 08:02 | Report Abuse

Now notion very good new, have hdd, mask, aotumotive, ems, morning

Stockiss

700 posts

Posted by Stockiss > 2020-08-02 08:32 | Report Abuse

https://www.scmp.com/economy/china-economy/article/3095363/us-mask-and-ventilator-imports-plummet-despite-soaring
Mask making is many months too late, it is spiraling down now. US slashed their demand for masks drastically because this is a low tech / low barrier product to produce locally or in Mexico. Factories in China are shutting down and diverting to other higher end products.

Joyce8439

72 posts

Posted by Joyce8439 > 2020-08-02 09:14 | Report Abuse

Is notion worth to buy if compare to tekseng and iconic? Anyone can share?

virgogo

142 posts

Posted by virgogo > 2020-08-02 09:38 | Report Abuse

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.

Dr.Wong

579 posts

Posted by Dr.Wong > 2020-08-02 10:13 | Report Abuse

Please find the info as perusal. Be smart guys.

Stock: [NOTION]: NOTION VTEC BHD

Jul 21, 2020 10:44 PM | Report Abuse

sudahlah, notion this quarter loss 7 mil June quarter

KK

1,368 posts

Posted by KK > 2020-08-02 10:16 | Report Abuse

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

Tlim11

42 posts

Posted by Tlim11 > 2020-08-02 10:30 | Report Abuse

Notion price action will track SCGM.

KK

1,368 posts

Posted by KK > 2020-08-02 10:32 | Report Abuse

Another factor on dispressing share price is director keep disposing in month of July 2020

virgogo

142 posts

Posted by virgogo > 2020-08-02 10:47 | Report Abuse

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.

stockraider

31,556 posts

Posted by stockraider > 2020-08-02 11:06 | Report Abuse

Notion no track record compare to SCGM mah...!!

VenFx

14,784 posts

Posted by VenFx > 2020-08-02 11:54 | Report Abuse

如果 您深信 口罩业务 是Convid19 催生的新兴产业
如果您相信, 投资surgical口罩 必须能自行生产 PP additives 和 Melt blown Fabric,
以便 能够确保 供应&最高品质规格。
生产商 必须要有 机械工程背景 来强化optimum production.
NOTION 是大家 必须要有的 口罩股了。

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.

Posted by Killsthebear > 2020-08-02 14:05 | Report Abuse

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

yip_8988

117 posts

Posted by yip_8988 > 2020-08-02 14:26 | Report Abuse

Yesterday world covid case hit record again,
for safety please wear FDA mask.

budakbaik

211 posts

Posted by budakbaik > 2020-08-02 15:02 | Report Abuse

Notion vs HLT
which one the best

Dr.Wong

579 posts

Posted by Dr.Wong > 2020-08-02 15:03 | Report Abuse

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.

yip_8988

117 posts

Posted by yip_8988 > 2020-08-02 15:25 | Report Abuse

Selling to ASEAN, Middle east ,Europe market is big enough that USA.

KK

1,368 posts

Posted by KK > 2020-08-02 15:43 | Report Abuse

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

PakSheikh

14 posts

Posted by PakSheikh > 2020-08-02 15:48 | Report Abuse

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...

KK

1,368 posts

Posted by KK > 2020-08-02 15:55 | Report Abuse

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

Dr.Wong

579 posts

Posted by Dr.Wong > 2020-08-02 16:22 | Report Abuse

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.

KK

1,368 posts

Posted by KK > 2020-08-02 17:21 | Report Abuse

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.

KK

1,368 posts

Posted by KK > 2020-08-02 17:23 | Report Abuse

With this pc of news , it reinforce my decision to wait for another opportunity to enter

Jnlee

305 posts

Posted by Jnlee > 2020-08-02 17:23 | Report Abuse

Orange putih really stubborn

Kingston1

1,718 posts

Posted by Kingston1 > 2020-08-02 17:31 | Report Abuse

Super wave is coming?

paktua73

18,265 posts

Posted by paktua73 > 2020-08-02 18:30 | Report Abuse

paktua menjeling pada janda cun si notion..
adakah ia sudi terima lamaran paktua esok??
hehehe


tut tut
love hidden janda..

MataTiga

244 posts

Posted by MataTiga > 2020-08-02 18:34 | Report Abuse

paktua..
hehe..
what is your advice on this counter..
looking forward to ur response..

tut tut..

Posted by Jack Sparrow > 2020-08-02 18:43 | Report Abuse

https://www.tradingview.com/x/BYIab4SW/ 1.275 OUT NEXT TARGE FOR NOTION

VenFx

14,784 posts

Posted by VenFx > 2020-08-02 18:46 | Report Abuse

Paktua73 sifu,

never want to miss out any a single Bursa gorgeous kah ?
ane bukan janda, gorgeous the lady.

gottogo

286 posts

Posted by gottogo > 2020-08-02 19:07 | Report Abuse

Matatiga all in notion

yip_net

298 posts

Posted by yip_net > 2020-08-02 20:58 | Report Abuse

HongKong,Japan,Philippines,India,Russia,Mexico,Indonesia,covid cases increase, Mask must needs.

Mi2020

32 posts

Posted by Mi2020 > 2020-08-02 21:58 | Report Abuse

Venfx 2moro notion go go ho

Gaussian

3,052 posts

Posted by Gaussian > 2020-08-02 22:01 | Report Abuse

All in

Posted by BaybieShark > 2020-08-02 22:08 | Report Abuse

Buy at opening bell and all the way Rm1, gorengg

Glove Angel

2,121 posts

Posted by Glove Angel > 2020-08-02 22:45 | Report Abuse

Limit up.

mf123

141 posts

Posted by mf123 > 2020-08-02 23:25 | Report Abuse

will up tp2.0 soon

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