Last time Glove superbull from April 2020 to August 2020
in these 5'months of intense epidemic Gloves shares went ballistic
now Dell CEO said they need 100X more Data HDD for next 10 years so there is intense demand for HDD in Seagate, Western Digital and Toshiba for HDD parts
this DC and Ai bull is real and on-going
better sit tight
"Sustain your patience Great movements take time to develop "
Notion is already well known that big business revenue come from China partnership, new coming Korean business & ramping up automotive + HDD business in 2H24 will be realize soon and official announce to public, either by earlier month of June or July or 2H'24.
Also i do monitor & observed that a buying pattern of wave big buyers buying Notion by batches throughout last 3weeks, that prove why last Friday & today big buyers come and wallup all the shares. FYI, Notion share is very limited now as many big fund (med to long term) buyers including big retailer investors are accumulating for next $3.00 share price up.
Nothing can stop Notion from advancing.Even with the UMA enquiry,there were temporary sell off by panic. Buyer came in control. Now very clear sky is the limit.
Already up more than 6 times from its 52 week low. Wonder how much further can it go up. If it can achieve 1% of what Nvidia has achieved, it would make many punters millionaires.
Respond for UMA :….Our financial results have shown consistent improvement, demonstrating our resilience and effective strategic initiatives.
"Investors, both retail and institutional, have responded positively to our performance, reflecting their confidence in our ongoing business prospects," it said.
Notion VTec also pointed out that being a technology stock, it has benefited from a significant turnaround in the Hard Disk Drive and Electronics Manufacturing Services sectors, mirroring the growth of technology stocks on the NASDAQ stock market
We would like to clarify that the recent rise in share price could be attributed to the following key factors:-
(i) Strong Financial Performance Recovery
Notion VTec has reported positive returns in first and second quarters of financial year 2024 (“FY2024”). Our financial results have shown consistent improvement, demonstrating our resilience and effective strategic initiatives. Investors, both retail and institutional, have responded positively to our performance, reflecting their confidence in our ongoing business prospects.
(ii) Industry Turnaround
In line with technology stocks growth on the NASDAQ stock market, Notion VTec being a technology stock has benefitted from a notable turnaround of the Hard Disk Drive (HDD) and Electronics Manufacturing Services (EMS) sectors. Furthermore, in the Automotive sector, Notion VTec may benefit from the trade tension between China and the West with the recent increase in import tariffs of aluminum and steel products exported from China to the United States of America with the possibility of major customers reallocating more orders in the coming quarters.
This increase in sales was highlighted in the commentaries of unaudited quarterly financial report for the second quarter of FY2024 where we mentioned that the second half of FY2024 may outpace the first half of FY2024.
(iii) The Edge Weekly magazine article dated 27 May to 2 June 2024 may have heightened investors’ interest.
Please refer to the positive comments and business outlook of Notion VTec in the said article from The Edge weekly dated 27 May to 2 June 2024 on page 22 with headlines: “Well-diversified Notion VTec seeks next earnings boost.”
We are now in the superbull run of Hdd/ssd for year 2024 just like we were in 2020 glove superbull
Only difference is glove bull stopped on its track by overproduction among local players, new entrance of China gloves plus the vaccines that ended the glove bull
For Hdd/ssd the time barrier to entry can be up to 20 years Plus demand is now more than supply These new demands from Ai are backed by Trillion companies like Tesla, Amazon, Google, Microsoft and others
0083 NOTION, NOTION VTEC BHD - + Additional Listing Announcement /Subdivision of Shares 18 Jun 2024, 13:29 Additional Listing Announcement /Subdivision of Shares 1. Details of corporate proposal Whether the corporate proposal involves the issuance of new type and new class of securities? N Types of corporate proposal : ESOS Details of corporate proposal : Exercise of Options pursuant to ESOS No. of shares issued under this corporate proposal : 46,980 Issue price per share ($$) : 0.5300 Par Value ($$) (if applicable) : 0.000 Latest issued share capital after the above corporate proposal In the following Units : 518,303,800 Issued Share Capital ($$) : Malaysian Ringgit (MYR) 208,167,156.290 Listing Date : 19/06/2024 2. Details of corporate proposal Whether the corporate proposal involves the issuance of new type and new class of securities? N Types of corporate proposal : ESOS Details of corporate proposal : Exercise of Options pursuant to ESOS No. of shares issued under this corporate proposal : 43,440 Issue price per share ($$) : 0.2900 Par Value ($$) (if applicable) : 0.000 Latest issued share capital after the above corporate proposal In the following Units : 518,347,240 Issued Share Capital ($$) : Malaysian Ringgit (MYR) 208,179,753.890 Listing Date : 19/06/2024 3. Details of corporate proposal Whether the corporate proposal involves the issuance of new type and new class of securities? N Types of corporate proposal : ESOS Details of corporate proposal : Exercise of Options pursuant to ESOS No. of shares issued under this corporate proposal : 738,000 Issue price per share ($$) : 0.6800 Par Value ($$) (if applicable) : 0.000 Latest issued share capital after the above corporate proposal In the following Units : 519,085,240 Issued Share Capital ($$) : Malaysian Ringgit (MYR) 208,681,593.890 Listing Date : 19/06/2024 Remarks: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com
That's true. Thanks Calvin for your good time & efforts. Notion is turn around company with very bright future ahead.
Punters will not make & become millionaire as they like to trade in and sell out in very short period of time, especially during price pulldown. I believe majority punters already sell out Notion, now remain Notion's share holders are new investors category, patience hold, buy & add for medium to long term share price gain toward next $3.00. It will be realize soon once Notion's business segment on automotive, EMS, aluminium extrusion & machining venture start to run, optimize and fully operate, $3.00 is certainty with PE =10.
With current data center theme raising, projection toward year 2030 + HDD, SDD shortage memory to meet data centers' end customers demand (Western Digital, Seagate) especially on larger capacity storage memory + Notion's revenue earning getting more stable, secure, diversify business (less volatile), imagine what its share price will be if market force readjust its to PE 15 or PE 20 later on (baseline to semiconductor sector; PE >30). I believe Notion share price can grow even higher once its earning result show higher & more promising.
Take reference of Vstecs, impressive share price up since 1 year ago from $1.26 rise up to $4.18 now, support for local Malaysia market only. Now we are talking about Notion, JCY, Dufu to meet global market demand, not localized Malaysia market with tons of billions HDDs need for data centers, that a huge market opportunities to support,
The key is to hold, patience wait & add when opportunity come for next big gain.
Notion, Dufu turn Green. Now we know, why majority punters never make & become millionaire. Big fund is collecting shares at lower price due to fear of novice retailer investors. JCY is going to Green.
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....
calvintaneng
56,435 posts
Posted by calvintaneng > 2024-06-18 14:56 | Report Abuse
Fantastic Notion
Newtonian Law of Motion Moving Notion up by 4 engines of growth
1. Hdd for Dc
2. Ems
3. Digital camera
4. Face Masks
Eagle Vision First Mover group
First bought Notion at 52.5 sen
Now up by over 270%
Next will be
Hexcap (Opcom 0035)
Also 4 engines of growth
1. Optic Fibers (A must have for Data Center, internet and 5G)
2. Transgrid Ventures (Newly acquired)
3. Shares in Binacom
4. Construction of hostels
All 4 engines will propel Hexcap just like Notion
Do not play contra
Just buy hold one to two years best
Should match or better than Notion