Posted by danny123 > 2024-05-28 14:42 | Report Abuse

Good profit cabut dulu.
After get trap

Posted by pang72 > 2024-05-28 16:31 | Report Abuse

Excellent...
Short term traders scare of trap in multi year's exponential stock

Posted by pang72 > 2024-05-28 16:58 | Report Abuse

$1.20 grab while too late

Posted by pang72 > 2024-05-28 16:59 | Report Abuse

OK!, sapu habis $1.20

Posted by pang72 > 2024-05-28 17:10 | Report Abuse

Minor correction shld finish, short term traders scare till pants drop
Because they didn't aware Notion business is in multi year growth start from last QR...

Ride on this big hdd wave

Posted by pang72 > 2024-05-28 22:05 | Report Abuse

Hello,
Nvidia is in crazy mode.. $1117 liao..

Hdd demand will be as crazy moving forward

Posted by Johnchew5 > 2024-05-29 09:31 |

Post removed.Why?

Posted by calvintaneng > 2024-05-29 09:52 | Report Abuse

Real HDD bull is based on real demand plus high prices due to Ai demand plus shortage

Sustain your patience great movements take time to develop

Posted by kkwong13 > 2024-05-29 10:29 | Report Abuse

Here are the summarize TheEdge column interview with Notion Vtec on its projection. It well good, now Notion is well diversify business portfolio, future is secure with more business venture across especially on EMS & upcoming big business 'Aluminium extrusion & machining venture [New catalyst]', accelerate its business revenue to 3x fold by FY2026.

https://klse.i3investor.com/web/blog/detail/notionvtec/2024-05-28-story-h-160714258-Notion_Vtec_s_well_diversified_RM1billion_revenue_target_by_FY2026_CAGR

Posted by newbie9893 > 2024-05-29 10:34 | Report Abuse

going to spike up again...hook ah...........

Posted by kkwong13 > 2024-05-29 10:46 | Report Abuse

With more HDD, SDD memory storage a MUST require for firm AI cloud & datacenter expansion till 2030, direct JCY, Notion & Dufu revenue will improve alot in next 2nd half 2024. I prefer Notion as it does benefit from AI data center grow with well secure diversify business venture. Plus it already been proven in last Q2'FY24 (Mar'24) quarter result that its EMS revenue is double up >100% YoY + additional 30% revenue up across all 3 segments business (HDD, Automotive & EMS) in 2H'24. On top of that, there also in advanced negotiation big Chinese customer for it new venture Aluminium extrusion & machining business with RM500mil/annual revenue. That's huge boost to Notion in years to come, in addition benefit from HDD sales order increasing from AI cloud, data center. Stay invest & know what you invest in for multi baggar return.

Posted by pang72 > 2024-05-29 11:02 | Report Abuse

Excellent

Posted by pang72 > 2024-05-29 11:15 | Report Abuse

I need to train my patience in Notion.

Posted by pang72 > 2024-05-29 12:15 | Report Abuse

Patiencex10

Posted by shikjc9300 > 2024-05-29 12:17 | Report Abuse

flying TP 2

Posted by pang72 > 2024-05-29 12:18 | Report Abuse

忍！！！

Posted by newbie9893 > 2024-05-29 12:21 | Report Abuse

time to hook JCY now...will spike up soon

Posted by cvinternational01 > 2024-05-29 12:23 | Report Abuse

Notion Started again target 1.380 today

Posted by pang72 > 2024-05-29 12:47 | Report Abuse

KK,
Your summary of notion is boosted the share price to another level

Posted by pang72 > 2024-05-29 12:48 | Report Abuse

Obviously, notion the leader of HDD

Posted by kkwong13 > 2024-05-29 12:50 | Report Abuse

Yes, patience is the key to big multi baggar return. Actually review closer, Notion Vtec does able to hit $3.00 easily by next FY2026 as what Mr. Thoo confidence to achieve RM1bil revenue target by FY2026 soon after new venture aluminium extrusion & machining business venture secured & major impact on revenue by FY25, with RM500mil/annual, then double up to RM1bil revenue annually by FY26.

Good news that, this still not factor in the uprising AI cloud & datacenter storage which further increase its revenue on higher sales orders, better ASP price for next many years to come. Price increase to $3.00 seem doable with better & secure revenue + diversify portfolio business growth.

I believe this is a good investment to stay firm & hold for long term duration if aim for multi-baggar return.

Posted by Killsthebear > 2024-05-29 13:07 | Report Abuse

饼吃饱别噎着😏

Posted by pang72 > 2024-05-29 13:37 | Report Abuse

Wow!....
Kind of blowout prospect for Notion.
Management hardworking pay off after many years of planning and share price depression

Posted by pang72 > 2024-05-29 13:37 | Report Abuse

Notion gain back the trust

Posted by pang72 > 2024-05-29 13:38 | Report Abuse

Again! Patience...
Remind myself every second. Patience x10

Posted by ktrader > 2024-05-29 14:48 | Report Abuse

flying wd flyinggg

Posted by investorbat > 2024-05-29 14:50 | Report Abuse

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

Posted by pang72 > 2024-05-29 14:56 | Report Abuse

Uptrend resume..
Fly

Posted by pang72 > 2024-05-29 14:57 | Report Abuse

Now you know the reason of Mr Tan sapu 28mils Notion..

Posted by cvinternational01 > 2024-05-29 15:08 | Report Abuse

Notion as i said it coming to 1.380

Posted by pang72 > 2024-05-29 15:14 | Report Abuse

Yes! Agreed short term $1.38..

Mid term $2

Longvterm $3 after full blown aluminium project to be announced soon

Posted by pang72 > 2024-05-29 15:15 | Report Abuse

Many sideline aiming Notion while correction..
This is a good news indeed..

Posted by pang72 > 2024-05-29 15:22 | Report Abuse

Price is very volatility if surging too high..
Good to stay 1.30... for a while

Posted by kkwong13 > 2024-05-29 16:02 | Report Abuse

Let us review why Notion Vtec can hit $3.00. Based on latest Q2'FY24 (Mar) qtr result, EPS was 2.72sen. If refer to what Mr. Thoo's high confidence predict that Notion revenue achieve RM1bil by FY26.

Q2'FY24 (1 Qtr) = EPS 2.72 x 4 Qtrs = 10.88 sen,
let assume per Mr. Thoo's prediction, based on estimation of Notion's revenue increase 3x folds from RM342mil FY23 to RM1bil FY26, assume all remain the same, multiply with 3x folds; that in total are EPS 32.64sen by FY26.

Let say, if PE 10, that share price is $3.26
if PE 15, that Notion's share price is $ 4.89
if PE 20, that Notion's price is $ 6.52

This all calculation method still have not factor in the uprising of AI cloud & datacenter storage theme which require massive HDD, SDD storage capacity yet. If does, this will extra boost Notion, JCY, Dufu sales orders demand to next level with higher ASP price to meet surge in AI cloud, data center requirement.
Likewise, we all knew starting April'24 mth, both Western Digital & Seagate stated clearly will increase all HDD & SDD's ASP price ~15% to meet raising demand order.

Better catch up this train now, hold firmly and dont miss this opportunity again and regret later like what Nvidia share price shoot up, 10x foldS to $1139 by playing timing, end up lose the big surge in appreciation share price. Just wait and hold firmly, let it roll up as long as business revenue growth, fundamental is intact.

Posted by pang72 > 2024-05-29 16:45 | Report Abuse

Fuyooo..KK,
I gives you a thumb up

Posted by pang72 > 2024-05-29 16:46 | Report Abuse

I hv aimed $3 when I bought Notion...
Thanks for derive the calculation for best understand

Posted by kkwong13 > 2024-05-29 16:47 | Report Abuse

I share all based on what data, figure & projection of Notion's CEO shared in public listed Bursa. There are no bullshit, lie, talk cock, speculation or biased. All purely based on data & figure to justify the stock selection and it power of selecting the correct, golden 'Gem' stock with high potential growth when opportunity come.

Congrat to those people who bought Nvidia & other related tier1 US based AI companies and hold till now, that 10x fold gain is tremendous awesome gain in just last 2years ago after OpenAI ChatGPT open the eyes of what AI can do & bring massive economy growth.

Now majority tier 1 AI related stock share price raise way high & up-to-now still undervalued based on core earing forward PE valuation less than 30. Let us hunt and find 2nd to 3rd tier AI related stock that has massive potential growth. Dont again miss the train again for next boom in later year 2025 onward once AI technology mature

Posted by pang72 > 2024-05-29 16:53 | Report Abuse

So, now the real reveal of why Mr Tan bought up 28mils Notion share in one day via open market.
Because, Notion has secured new business ALUMINIUM frame for solar panel, plus EMS ramp up exponentially together with renew demand for traditional HDD business because of data center boom..

So, everything is BOOMING for Notion :)

Posted by pang72 > 2024-05-29 17:00 | Report Abuse

Tmr, breaking $1.37 all year high...

Posted by Jerung > 2024-05-29 17:24 | Report Abuse

The Best today hopefully tomolo continue n JCY follow too

Posted by ChloeTai > 2024-05-29 18:43 | Report Abuse

Hope tomorrow morning (30 May 2024) will not be like today morning (29 May 2024) where it gaps down sharply instead of gaps up.

Posted by ChloeTai > 2024-05-29 18:49 | Report Abuse

kkwong13 has published a blog explaining clearly on why Notion deserved a RM3 and above share price, due to the rising demand and higher ASP (Average Selling Price) for HDD (Hard Disk Drive) and SSD (Solid State Drive) for the coming AI Data Centres.

Posted by pang72 > 2024-05-29 22:39 | Report Abuse

29May24
NVIDIA Corporation (NVDA)
NASDAQ
Currency in
USD
Disclaimer
1,117.30
+52.61
(+4.94%)
Real-time Data

When Nvidia up 4.9%, Notion up 9% to $1.31

Posted by pang72 > 2024-05-29 22:40 | Report Abuse

NVIDIA Corp
NASDAQ: NVDA
OverviewCompareFinancials
1,147.00 USD +7.99 (0.70%)today
29 May, 10:39 am GMT-4 • Disclaimer

When Nvidia up 0.7%, how much Notion up tomorrow?

Posted by Zachzach > 2024-05-30 08:29 | Report Abuse

today how?

Posted by titan3322 > 2024-05-30 10:04 | Report Abuse

If so good why in the red ? Looks like no major funds buying 😄

Posted by pang72 > 2024-05-30 10:04 | Report Abuse

Hello, rest enough then fly lo..
You are merely 1.30/3.00=43% of your real valuation

Posted by bryan2003 > 2024-05-30 10:04 | Report Abuse

https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2024-05-30-story-h-160653896-AI_will_put_pressure_on_company_spend_but_data_storage_will_still_be_ne

Posted by spm38111 > 2024-05-30 11:21 | Report Abuse

https://theedgemalaysia.com/node/713588

Posted by ChloeTai > 2024-05-30 11:47 | Report Abuse

Today JCY in green but Notion in red. Opposite of yesterday.