I'm adding Notion at 1.71. Observing, we all knew Notion has huge potential & big room to raise further with certainty to hit $3.00 by next 3Quarters result out, set for PE 10 valuation. In term of PE value, its way lagging behind compare to Dufu, remain key for HDDs manufacturer tier1 supplier, raising higher with more data centers expansion build across the globe, storage memory business sector is highly secure & stable.
I believe related HDD manufacturer (Notion, JCY & Dufu) on their PE sector should & will be revalue, revise higher PE>=20x or least equal to lower than Bursa Technology Index’s 31x of semiconductor stocks. Potential is huge, thus I continue add into Notion share.
KK you are right,Notion made the most money amongs the 3,but market cap is lowest,much more room to go.I noticed every 8 to 10 ten days there will be a big green candle with huge volume
Aminvest gave buy call 2.20 is excluding the aluminium extrusion contract."IF" Notion got the contract annual revenue will be 500mil higher,takes 6% net margin,will be another 30mil net profits. Foresee 2.50 if contract awarded
Today goreng Notion, yesterday goreng JCY and the day before yesterday goreng Dufu. Usually this weekend 3 days holiday, forummers have nothing to do and will post many positive comments. Therefore, next Tuesday, all the three stocks will go up.
That's correct investorbat. From past 3weeks, I observed Notion is continue collecting every 8 to 10 days with high volume buyers. Eventually, there will be less Notion shares in the market, with continuous buyers collecting with volume buying in batches of volume buy, it will be easily push up Notion share price to next level. See if today can hit first $2.00. Notion give you a well certainty of secure, stable and mostly raise due to proven earnings quarter result & future next 3Qtrs guidance revenue grow, easily hit $3.00 by Aug, Nov & Feb'24 Qtr result. The key element for investor now is patience hold & add JCY, Notion & Dufu as time goes.
One the thematic play today is that a some Bursa tech companies will benefit from the US “trade tiff” with China. Notion Vtec has been touted as one such company. Over the past few weeks its market price had jumped more than 4 or 5 times.
If you are investing based on this thematic play, you might have missed the boat already. Its current price of RM 1.68 per share has run ahead of its long term business fundamentals.
One of my concerns was that over the past 12 years, the Group generated RM 128 million PBT. A breakdown of this PBT showed that the operations did not generate any profit. Rather the bulk of the profits came from non-operating sources specifically insurance claims.
Please do your deep study & research of what AI going to transform in future moving forward. Data is fuel to AI, which require HDDs, SDDs storage memory to work. Without storage memory, no matter how fast AI GPU performance chip is, its still require memory to store & retrieve for data processing.
If you sensitive enough toward what macroeconomic world change right now especially on AI technology, there are massive AI cloud & data centers are in expansion mode. Going to be double the data center to ~10,000 by 2030 on top of current 10,970 available data center now. That's a massive HDDs storage memory require for raw data memory storage, expected hit 3200 billions of HDDs by 2030 as per industry expert stated CAGR 9.3% growth annually. Also, if you do further read on AI, Meta stated & announced in their latest Q1'24 result that Meta will "accelerate infrastructure investments" for AI, raises its capex to $35bn-$40bn alone for end 2024, spend billions of dollars more on servers and data centers as it continues to ramp up its infrastructure investments in order to support artificial intelligence (AI).
That's follow by Microsoft, Google each will spend a whopping total of $40 to $50bil throughout year 2024 to continue expanding their AI infrastructure data center investment. Not to mention other like Oracle, IBM, Salesforce, Dell, HPQ and other joining the AI data center & AI infrastructure. That's a huge explosive of AI data centers to be build, which require tons of exabytes storage memory HDDs, SDDs for many years to come.
Now AI is like a baby starting to crawl, big massive opportunity in AI for many years to come. For those who still in denial mode, stated AI is just hype, you will regret deeply in next 6mth to 1year later on.
Notion bought at 52.5 sen Now Rm1.81 is up an amazing 344%
Fast and furious due to Newtonian Law of Motion This Force from earnings of Hdd plus Ems plus digital camera plus brakes for cars plus face mask have propelled this into a First Hdd Bull 🔥🔥🔥
And it spread to Jcy bought at 32 sen and now 89.5 sen or up 279%
Success begets success
Then it spreads to our Hexcap bought at 36 sen and now 67 sen or up Rm1.86
All these are DC related bull run stocks Now the only laggard left is Dufu
And and will take their turns to go up hand in hand and side by side
Just buy and hold tight as Newtonian Law of Motion is Powering them with greater Force of More Ai and more DC Centers being built
... but it shows that high-capacity flash memory chips are already in development, and it’s likely to be only a matter of time before we start seeing larger-capacity drives for desktop PCs as well.
Fundamentally, Notion is way undervalued, lagging behind both JCY & Dufu. In term of share price, it has huge opportunity to raise higher. That's target price $3.00 still has not factor in the massive growth HDDs demand in data centers build across the globe. Notion market cap is smaller than JCY, Dufu and yet more stable, diversify, undervalued & certainty share price go higher $3.00.
Again, Notion still has not factor in the upraising of massive HDDs sales order from continue grow of 10,000 data centers across the globe in next 2030. Opportunity for Notion is humongous, same apply to JCY & Dufu in next 6mths to 1year.
Actually Notion share price up, received UMA is simple direct reason. First of all, for those mid to long term investors (institution/retailer/corporate) continue to buy Notion for its future projection revenue growth of more data centers going to be build, ready & operate by end of 2024 & 2025 onward, which gradually convert into producing more output part ship to larger capacity HDDs volume growth (both Western Digital & Seagate). This to support data centers expansion requirement to extend into year 2030 (per industry expert projection of CAGR 9.6% annually). As a result, tons of billion of HDDs will be produce to meet data centers' customer demand across the globe due to raising AI cloud & AI data centers shortage storage memory.
2nd, Notion's executive Chairman Mr. Thoo reported on his last May'24 TheEdge interview column, clearly stated Notion upcoming end FY25 will observe major catalyst boost of Notion's revenue as its new catalyst aluminium extrusion & machining venture will increase additional +RM500mil/annual. Currently in, advanced negotiation stage with potential Chinese partnership will be reported by 2H'24.
Below is the catalyst from the TheEdge interview summary for review:
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 early FY2025
For FY2024, Notion's Board is confident that it is a turnaround year, expectation is for 2H'FY2024 to out-pace 1H'FY2024
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....
nasgee
851 posts
Posted by nasgee > 2024-06-12 09:35 | Report Abuse
fasterr...180 coming soonn