Posted by atom7nine > 2012-02-15 15:53 | Report Abuse

Skycon: Please correct me if i'm wrong, Q1 result may be bad. Both(HDD & Nikon) Customer affected by the flood. Surealy Q1 will be bad rite?

Posted by skycon > 2012-02-15 17:47 | Report Abuse

If what their mgmt said is truth that Thai operation only contributed 3% of their revenue and with the excess capacity at Klang outfit which they'd switched the production to, n rumors that Klang is being running 3 shifts to coup with the high demands, plus the current high prices of HDD and camera lenses, and the few new customers that they've acquired last Q, we might be in for a suprise result.

Posted by atom7nine > 2012-02-16 00:21 | Report Abuse

Skycom: U r right. However, Thai Camera only accounts for 3%, Malaysia factory accounts for 39%(total approx. 42%) of Notion income comes from Camera(Nikon, Sony & others), but during the flood period, Notion can't supply because Nikon, Sony & others factories flooded. No demand = no income. Therefore, Q1 result VERY VERY unpredictable, could b SUPER GOOD or could b otherwise. FYI, 2010 income, 42% Camera + 42% Data(HDD) + 8% Others.

Posted by atom7nine > 2012-02-16 07:27 | Report Abuse

Good news for all manufacturer of HDD mechanical components >>
Acer has said it expects the overall PC industry to grow 10 percent this year. It also said last year that overall shipments in 2012 would be about the same level as 2011 at around 2 million-2.5 million units.

http://www.reuters.com/article/2012/02/15/acer-q-idUSL4E8DE2MH20120215

TAIPEI, Feb 15 (Reuters) - Taiwan's Acer Inc reported on Wednesday a worse-than-expected net profit in the fourth quarter, though the result was a turnaround after two consecutive quarters of losses and the company said its current business was stable.

Acer has been a dominant force in the PC industry, particularly in the low-cost notebook segment, but has failed to counter the runaway success of tablets such as Apple's dominant iPad that have cut into PC sales and hurt profits.

"Acer is back and Q4 is a turnaround quarter," Acer chairman and CEO J.T. Wang said in the telephone conference.

The world's No.4 PC vendor posted a net profit of T$75 million ($2.54 million) in the October to December quarter, the company said, below a consensus forecast of a T$202.24 million from 16 analysts polled by Thomson Reuters I/B/E/S.

In an earlier statement it had rounded the figure up to T$0.1 billion.

The figure compares with a net loss of T$1.1 billion in the third quarter and a net profit of T$$3.9 billion in the same quarter a year earlier.

But the company still posted a loss of T$6.6 billion for the full year 2011, hurt by one off charges, compared to a net profit of T$15.1 billion in 2010.

"With the result in Q4, I am confident about Q1 and the whole year," Wang said.

He said he sees net profit in this quarter being better than the previous quarter and gross margin to return to 10 percent, compared to 9.2 percent in the fourth quarter.

He also said the market share of the company started to grow in the fourth quarter and for 2012 the growth of market share in Europe, the Middle East and Africa will outperform other markets given the company's share loss in those markets last year.

Strong sales in China and Latin America will continue.

"It's important that Acer says demand is coming back," Yuanta Securities analyst Vincent Chen said. "But the valuation (of Acer) is still quite high. This year for Acer it will be about marketing, R&D and cloud computing. I think it'll be hard for it to reach its operating expense ratio target because its expenses are hard to come down."

Acer's operating expense target this year is 7.5 percent to 8.5 percent.

The company is betting on ultrabooks, the super-thin laptops similar to Apple Inc's MacBook Air, to revive the traditional computer in the face of the challenge from tablets this year. It sees ultrabooks as 25-35 percent of the notebook market by the end of this year.

President Jim Wong told the briefing Acer's ultrabook sales in the second quarter will double from the first quarter, with its four models in the market. He also said the company expects to sees break even or earn a small profit from the tablet business.

On the overall PC industry, Wong said he thinks volume will decline 10-15 percent this quarter compared to the last while it will improve in the second quarter due to an easing of hard disk drive shortages.

Tech research firm IHS forecast global hard drive shipments will decline by 13 percent in the first quarter and by 5 percent in the second quarter compared to a year ago, following a 26 percent drop last quarter after the floods in Thailand in July.

Shipments will not return to year-over-year growth until the third quarter, it said.

Before the announcement, Acer's shares ended up 2.9 percent versus a 1.54 rise in the broader market

Acer has said it expects the overall PC industry to grow 10 percent this year. It also said last year that overall shipments in 2012 would be about the same level as 2011 at around 2 million-2.5 million units.

Posted by kongtl > 2012-02-16 09:25 | Report Abuse

Atom : Must be strong, we still cannot buy Notion today, very very weak. Next week then can buy ya. Good luck guys.

Posted by kongtl > 2012-02-16 09:41 | Report Abuse

Atom : NOTION vol => On the 30Jan = 0.89Million & 31Jan = 1.65Mill shares traded, most buying by Mr Choo's family. There are still holding in margin A/C incurring daily interest. Once Q1 result out, then they my push price higher & rollover 2.5Million shares. Cannot buy NOTION this week my friend.

Posted by undukngadau > 2012-02-16 10:19 | Report Abuse

Ah Kong & Ah Tom, hari hari kata next week. Tunggu la, nanti naik baru kamu 2 tahu

Posted by atom7nine > 2012-02-16 12:13 | Report Abuse

Unduk : It's always been the same old story, TRY TO BUY LOW & SELL HIGH. I agree with Kong, this week we cannot buy. Only maybe next week!

Posted by atom7nine > 2012-02-16 12:29 | Report Abuse

Hello friends, who's buying Notion? How come so strong?

Posted by sheridansulik > 2012-02-16 12:51 | Report Abuse

Its a strong counter, ppl hoping to go low, it won't pass the new support line, its a good time to buy

Posted by kongtl > 2012-02-16 13:54 | Report Abuse

I keep on hearing bout NOTION Vtec Data Storage(HDD & SSD) business soon to be sold/acquire by Taiwanese Co. Anyone please.
Please visit : http://ir.chartnexus.com/notion/group_struct.php

Posted by atom7nine > 2012-02-16 16:13 | Report Abuse

Kong: We were right not to buy today. We buy next week OK?

Posted by Cantona2662 > 2012-02-16 16:54 | Report Abuse

Stop trying to Buy Low & Sell High
Start Buying High & Sell Low...if u know what I mean.

Posted by atom7nine > 2012-02-16 17:22 | Report Abuse

Cantona : I like your style. You complete my day. Thanks

Posted by kongtl > 2012-02-17 00:53 | Report Abuse

Cantona & Atom : Sorry guys, still not the best time to buy. NOTION will move above RM2.20 in weeks to come. However, Choo's family not yet ready for 20cents move. They are busy negotiating the sale of their Data Storage(HDD & SSD) business. Timing is the essence of everything! I'm putting my $ in Nestle & MRCB

Posted by undukngadau > 2012-02-17 07:33 | Report Abuse

Ah Tom & Ah Kong masih takut beli hari ini ? Kamu beli bulan depan la. Saya sangat berani. Aku akan beli hari ini juga.

Posted by atom7nine > 2012-02-17 10:44 | Report Abuse

Unduk: I'm only buying next week. Notion still no Red Bull power to climb. Keep your money. Buy on tue or wed.

Posted by atom7nine > 2012-02-17 10:47 | Report Abuse

Unduk: It's not about being "takut" or "not being brave". It's about maximizing profit.

Posted by kongtl > 2012-02-17 11:42 | Report Abuse

Atom : Sorry my friend, I'm no longer looking into more buying NOTION. Just went in BIG TIME on MRCB @ RM2.08 & RM2.09.
I'm currently 45% in Nestle, 10% in NOTION, 10% in JCY & 35% in MRCB. Wish me luck ya.

Posted by undukngadau > 2012-02-17 11:51 | Report Abuse

Oii Ah Kong, Saya baru beli Notion @ 1.99

Posted by kongtl > 2012-02-17 14:12 | Report Abuse

Oii Unduk, Good luck my funny friend

Posted by atom7nine > 2012-02-17 14:49 | Report Abuse

Kong: I can't resist temptation of Notion. Just bought 5,000 @ Rm2.00. Paid Rm0.01 more then Unduk.

Posted by kongtl > 2012-02-17 15:30 | Report Abuse

Atom : same story with a twist, hearing bout NOTION Vtec Data Storage(HDD & SSD) business soon to be sold/acquire by an American Co. making it a two-horse race with the Taiwanese Co. Anyone more info please.
Please visit : http://ir.chartnexus.com/notion/group_struct.php

Posted by kongtl > 2012-02-20 13:51 | Report Abuse

Hi Guys, GOOD NEWS for some : http://research.maybank-ib.com/download.php?did=1369&mid=

Upgrade to Buy. Notion may post a minor loss of around RM5m in 1QFY12 (4QFY11: RM12m net profit) on flood-caused provisioning for its Thai plant. However, we see a strong rebound in sequential earnings (led by the HDD segment), which could prompt consensus to upgrade its FY12 estimates. We raise our FY12 EPS forecast by 12%, and now expect 6% YoY growth (-5% previously). We upgrade the stock to a Buy, with a higher TP of RM2.50 (+67%) on 4x EV/EBITDA.

Posted by kongtl > 2012-02-20 19:44 | Report Abuse

Hi Guys, more GOOD NEWS for some: BONUS & free WARRANTS
(a) a bonus issue of up to 138,910,522 new ordinary shares of RM0.50 each in NVB (â??NVB Sharesâ??) (â??Bonus Sharesâ??) on the basis of 3 Bonus Shares for every 4 existing NVB Shares held by the shareholders of the Company, to be credited as fully paid-up; and

(b) an issue of up to 46,303,507 free warrants in NVB (â??Warrants-Bâ??) on the basis of 1 Warrant-B for every 4 existing NVB Shares held by the shareholders of the Company

Posted by liew kimguan > 2012-02-20 21:44 | Report Abuse

but this counter get net loss since affected by thailand flood? rite? how come they can proposed bonus issue?

Posted by kongtl > 2012-02-21 00:39 | Report Abuse

Liew : Because Notion been making $ since I can remember.
http://www.bursamalaysia.com/website/bm/listed_companies/company_announcements/announcements/index.jsp
However, if you wanna take profit, Please sell all your NOTION tomorrow early morning ya. So that I can buy them all. Thank you in advance.

Posted by kongtl > 2012-02-21 13:52 | Report Abuse

GOOD NEWS FOR ALL : Eurozone approves new $173B bailout for Greece

Posted by Kim Yap Lau > 2012-02-21 13:57 | Report Abuse

So little...initial proposal is 1 trillion EURO... 173B USD (130 billion euros ) is about 13% ...dont know can last how long ...

Posted by sheridansulik > 2012-02-21 14:50 | Report Abuse

Sayanggg..i lost this counter..wrong timinggg..now soaring!

Posted by kongtl > 2012-02-21 17:26 | Report Abuse

Sherid : Today I accumulate more NOTION. I keeping till Bonus & free Warrents!!
a) a bonus issue of up to 138,910,522 new ordinary shares of RM0.50 each in NVB (�??NVB Shares�??) (�??Bonus Shares�??) on the basis of 3 Bonus Shares for every 4 existing NVB Shares held by the shareholders of the Company, to be credited as fully paid-up; and

(b) an issue of up to 46,303,507 free warrants in NVB (�??Warrants-B�??) on the basis of 1 Warrant-B for every 4 existing NVB Shares held by the shareholders of the Company

Posted by Kim Yap Lau > 2012-02-21 20:27 | Report Abuse

check already... this LTRO only for 3 months...doji candle formed today... announcement got shareholder dispose ...with these 3 news, pandai2 lar play this counter

Posted by kongtl > 2012-02-21 20:33 | Report Abuse

Kim / Liew / Sherid : We need to hold NOTION till Q2 result i.e. 3 months time. BIG profit awaiting us.

Posted by Kim Yap Lau > 2012-02-21 20:51 | Report Abuse

got reliable internal news?

Posted by kongtl > 2012-02-21 20:53 | Report Abuse

Revise/updated by Maybank dated 21st FEB, supersede 20/02 :
http://research.maybank-ib.com/download.php?did=1377&mid=

Posted by Kim Yap Lau > 2012-02-21 21:05 | Report Abuse

TQ Kong... Actually my fren know the insider as her husband is supplier to Notion... base on the news given, it can hit RM3 when I know notion price is at RM1.50...they hv new project / business nature (already approved when i met her on 30/12/2011) which is going to announce after GE...

I'm not sure how true the above.. just share with u all .... pandai2 lar

Posted by kongtl > 2012-02-22 00:12 | Report Abuse

Feb 21: Hwang DBS Vickers Research (HDBSVR) expects Notion VTec to see a recovery in the current financial year (FY12), underpinned by the hard disk drive (HDD) segment.

It said on Tuesday that it was maintaining a Buy with a target price of RM2.10.

HDBSVR said Notion VTec posted losses in 1QFY12 (October to December 2011) registered losses after flooding at Notionâ??s factories in Ayutthaya disrupted operations.

Revenues were hit hard, with camera revenue tumbling the most by 45% on-year to RM16.4 million, while HDD revenue fell 35% to RM13.6 million.

However, the weak result was within its and street expectations. Notion also booked RM5.5 million provisional loss after insurance claims for damaged inventories, plant & equipment.

These caused EBITDA margins to shrink to 11.8% vs 1QFY11â??s 41.1%. Separately, Notion VTec announced a three-for-four bonus issue and one-for-four free warrant issue, which would take fully diluted paid-up share capital to RM185.2 million comprising 370.4 million shares, assuming full exercise of its 30.7 million outstanding warrants, implying 11.7 sen FY12F diluted EPS.

Notion Vtecâ??s Thai plant is expected to resume normal operations by June. Hence, earnings should improve in FY12, underpinned by: (i) higher average selling prices for HDD components given the supply deficit; (ii) additional three Japanese HDD customers; and (iii) the camera segment resuming normal operations by next month. We are retaining our forecasts pending a briefing later this morning.

â??The stock has run-up following a series of positive news, but Notionâ??s exposure to a rapidly recovering HDD sector has yet to be priced in. Our RM2.10 TP is pending review,â?? it said.

Posted by kongtl > 2012-02-22 00:16 | Report Abuse

Hi Kim : I sincerely appreciate your comment. May I know what share(s) you are currently holding? I'm in 40% in Nestle, 18% in NOTION, 6% in JCY, 27% in MRCB & 9% in Benalec.

Posted by Kim Yap Lau > 2012-02-22 10:46 | Report Abuse

I do not hold anything at this moment except Maxis and Jadi since long. However, moving 4ward, I will focus to O&G as war can breakout anytime. US ship already park nearby Iran.

On the other hand, some may consider the CPO counters. Logically it seem true, however, from the seminar that I had attended last Saturday, the HLB speaker had informed investors that foreigner had switch their focus to Indonesia. With this piece of info, one should choose a right CPO counter for short play.

For the JCY counter, I have some news like notion. I look at it quite reliable, however, one should look at the current market climax like LTRO for another 3 months and etc factors. Don't too rely on the recent report and proposal which look committed and fantastic. Theory is still theory.

Posted by kongtl > 2012-02-22 14:18 | Report Abuse

NOTION experiencing profit taking from across the causeway (Singapore/my home)

Posted by raphael > 2012-02-22 14:44 | Report Abuse

kongtl: how u know its from your home? because you are the one profit taking?

Posted by kongtl > 2012-02-22 22:58 | Report Abuse

rapheal : my group of friends are remisier(3 guys) & bankers(2 guys & 3 gals). We only talk bout money & nothing else.

Posted by kongtl > 2012-02-23 00:01 | Report Abuse

rapheal : I will not sell NOTION, keeping till 2Q result. If fact, today we keep on buying/accumulating NOTION. I have sold all my JCY & 20% of my Nestle just to buy more NOTION!!

Posted by kongtl > 2012-02-23 10:02 | Report Abuse

NOTION experiencing GREATER profit taking from across the causeway (Singapore/my home)

Posted by kongtl > 2012-02-23 10:06 | Report Abuse

Maybe cannot play NOTION this week? HUGE selling @ RM2.06(100,000), RM2.07(60,000) & RM2.08(60,000). Singapore selling!

Posted by kongtl > 2012-02-23 10:15 | Report Abuse

Strong MYR vs weak SGD. Singaporean take big profit from NOTION

Posted by kongtl > 2012-03-01 16:11 | Report Abuse

Still cannot play NOTION this week and next. More selling to come from Singapore.

Posted by kongtl > 2012-03-02 15:54 | Report Abuse

What's up with NOTION VTEC? Why so strong??

Posted by Kim Yap Lau > 2012-03-02 16:13 | Report Abuse

how u know from Spore

Posted by kongtl > 2012-03-05 13:29 | Report Abuse

Kim : I'm residing/working in Singapore. Btw, NO more selling from here(S'pore).