Congrats to all. I tell you Notion target $3.00 (PE=10) still very conservative. This only for China+1 & Taiwan+1 partnership, it can go even further if AI DC boost up its HDD revenue much higher. Just hold firm as it goes. Easy to say, but hard to practise & hold. But if look on bigger aim, then it worth it.
Like what OTB said, keep & continue invest for long term make you millionaire, not trade in and out in fast mode as long as business fundamental intact & growing.
There is a reason why JCY drop last fews days ago, too many retailer fear & run away of dropping, take profit, sell at 0.77 to 0.82 range. But if you observe the buying selling trend, there are big volume buyer are collecting at 0.79 to 0.81 now, eating most of all smaller fish retailer. Eventually it will back push higher to 0.90 again, then stable for awhile & push up to 1.00.
I'm not crystal fortune teller, but i do practice fundamental, technical analysis + momentum sentiment movement to determine if to buy, hold or sell. I might be wrong, but at least so far Notion, JCY does run as it seem as long as big macro sector, theme play of AI DC still intact & continue to be big massive run especially by mid/end 2H'24 as i see now.
For Notion, we are investing on a turn around business with more customer revenue line up to work with Notion, will be triple out its revenue, business start operate & producing earning by mid to end 2H'24. That's a firm business secure, certainty & growing partnership with China+1 & Taiwan+1.
2nd, Notion is riding on AI DC theme play with massive growth oppurtunity for many years to come (at least 5years) with rising tons of billions of HDD parts require to support more & more Data centers (double up to 10,000 on top of current 10,970 data center) + support entire big giant customer (Nvidia, Microsoft, Google, Meta + others IBM, Salesforce, Dell, HPQ, etc) through selling to WD & Seagate.
Imagine how big it is! Target $3.00 is very conservative (PE=10) still not factor in the HDD AI DC qty, just purely on China+1 Aluminium business. So to hit beyond $4.50 or $6.00 is doable if PE readjust to PE 15 to 20 in next year once the volume start to fly high with certainty on its EPS result gradually up in next 3 Qtrs.
So, you can do the math. Simply like how YTLPWR up, also based on the concept if can hold & see in bigger aim future growth.
I truly appreciate of what our current Malaysia's unity government lead by PMX Anwar & Tengku Zafrul & Miti teams, they really push Msia toward a new dawn of better economy, respectable by other countries + moving into correct direction. Within >2years, more and more foreign big corporate investors come and invest in Msia in this short of period of time to gain confidence of foreign investor. That was a very tough job!
Compare to past PM leaders, Msia was in bad condition with massive swindling, corruption like 1MDB. I dont expect the best of Msia government can perform, hoping our nation's economy, policy are getting better, prosperous & in correct path to developing further on par with Singapore, Taiwan nation build-up.
We do need a vision leader like PMX Anwar & Tengku Zafrul, he truly an amazing, vision foresight leader we as Malaysia should have to lead us to a better nation build up. From the quote below,
As Minister of Investment, Trade and Industry Tengku Datuk Seri Zafrul Aziz rightly pointed out, Malaysia has a “once-in-a-generation opportunity” to propel the country’s E&E industry forward.
“We must act now, become more resilient and seize the opportunity because failing to do so may result in a missed economic advantage that could set us back for years,” he said during a media briefing on the NSS in Putrajaya a day after it was unveiled.
A great, well done job so far for Msia under their leadership to bring up nation economy in macro level.
(N)otion, (N)vidia. Year End 2024 TP Rm 10. Retrace back 2 months ago, if someone said TP 2.0, nobody would believe it. But today, It break through 2.0 and stand firm. Dont be regret, it when it reaches RM 10. Rm 2.25 is considered cheap. BUY Now.
Hahahaha kawan kawan lama' selalu talk chicken hahahaha sekarang tengok press harder hahahaha masuk tandas gigi jari, hahahaha belum habis test drive tepi jln tengok sudah syok syok, Wakaka
For Notion, it still undervalued for now, bigger room to growth further, possibility exceed $3.00 in very short period of time with HLIB research on TP $3.28 out. HLIB research, does align to my initial research study after met with Notion's top mgmt with the report out. It already provide certainty during the Edge interview column, so confidence to stated a coming big business partnership with China+1 Aluminium with revenue generate RM500mil/annual. Plus more customer from Taiwan+1, China+1 & South Korea business in advanced negotiation to secure work with Notion.
Leave aside on AI DC's HDD in coming 5 years to growth, that already can provide Notion share price hit $3.00 with PE=10 (now, we talking of Notion's business turn around). Imagine inclusive HDD growth + upcoming business from these partnership.. that will be explosive growth, similar to YTLPWR on providing power & management support to Nvidia's data center.
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....
izoklse
5,269 posts
Posted by izoklse > 2024-06-21 11:15 | Report Abuse
Gila la Notion flying like crazy. JCY still far behind.