Posted by zoizai > 2024-08-05 18:00 | Report Abuse

Tmr limit up

Posted by pantor > 2024-08-05 18:46 | Report Abuse

Tomorrow above RM2 is good enough

Posted by GlobalEquity > 2024-08-05 19:00 | Report Abuse

The AI and DC rock & roll party is over - prematurely!
Surprise shocks from Dow to Nikkei and panic all over the world!
All eyes and ears will be focusing on FEDs Sep interest rate reduction, is it BIG enough and FAST enough to avert the recession! All look bad in US, unemployment data, 35 trillion debts, ticking time bomb of Nasdaq and the anytime all out war in Middle East. No fund managers can sleep well at night from now.
Warren Buffet, willing to forego $100 mil dividends, already ditched 50% shareholdings in Apple.
Best indication is out, what are we waiting for?

Posted by lazzo88 > 2024-08-05 19:36 | Report Abuse

Notion will rebound tmr with such great QR 🚀

Posted by mf > 2024-08-05 19:46 | Report Abuse

Dow futures drop 800 points, S&P futures lose 3% as global market sell-off intensifies

Posted by SinGor > 2024-08-05 19:46 | Report Abuse

Nasdaq tonite will decide where Notion price tomolo ( eventhough Qr results is Good )
I think Nasdaq PE is too high ( 27 ) Can plunge 1000 pts tonite

Posted by ChloeTai > 2024-08-05 21:20 | Report Abuse

Please take VICKY's advise. Do not chase the gap up opening. Now it is based on extremely bad and nervouse sentiments. It will open gap up and slowly it will turn red.

Posted by ChloeTai > 2024-08-05 21:29 | Report Abuse

If you are holding the at the price lower than tomorrow's gap up opening price, then fast-fast sell to the Buy Q buyer at the opening minute.

Posted by Vicky > 2024-08-05 21:40 | Report Abuse

https://theedgemalaysia.com/node/721734

Posted by newbie9893 > 2024-08-05 21:44 | Report Abuse

Navidia dropped more than 7% tonight, i guess notion gap down open tomorrow morning

Posted by mf > 2024-08-05 21:46 | Report Abuse

Dow Jones

Dow Jones Industrial Average

38,633.83

-1,103.43

2.77%

Nasdaq

NASDAQ Composite

15,718.94

-1,057.22

6.30%

Posted by crazypapapoor > 2024-08-05 22:05 | Report Abuse

US market rebounded turn green, so limit up... poor to those panic sell today.

Posted by GrowingRich > 2024-08-05 22:07 | Report Abuse

Notion VTec posts best quarterly earnings in six years, with eleven-fold increase in profit

https://theedgemalaysia.com/node/721734

potential profoundly sweet durian runtuh for those dudes with the heart💜, the guts and the smarts to have swooped in like a fearless hawk at 1.80 or lower today, god bless you all

Posted by investorbat > 2024-08-05 22:22 | Report Abuse

Well done

Posted by calvintaneng > 2024-08-05 22:38 | Report Abuse

Outlook:
After three consecutive quarters of robust growth in FY2024, we anticipate the fourth quarter to progress at a moderate pace. This period
of stabilized earnings will position us well as we prepare for further expansion in the next financial year.
The Board and Management are confident that FY2024 will set a new benchmark for both revenue and profits, marking a record year for
the Group.
We attribute this success to our dedicated, growth-minded and forward-looking team, whose commitment has been instrumental in
driving our achievements.


Above extracts from NOTION Results (Refer Bursa)

Posted by calvintaneng > 2024-08-05 22:38 | Report Abuse

This period
of stabilized earnings will position us well as we prepare for further expansion in the next financial year.

Further EXPANSION

Posted by calvintaneng > 2024-08-05 22:39 | Report Abuse

The Board and Management are confident that FY2024 will set a new benchmark for both revenue and profits, marking a record year for
the Group.

A RECORD YEAR!!

Posted by calvintaneng > 2024-08-05 22:40 | Report Abuse

(b) FY2024 Revenue PAT
Quarter 1 93.7 million 8 million
Quarter 2 111.5 million 14 million
Quarter 3 135.5 million 20 million
The strong growth quarter on quarter is possible through contributions from HDD and EMS sectors.
(c) The various segments performed as follows: -
HDD in Q3 grew +30% QoQ and +144% YoY
Automotive lost -12% QoQ and grew +10% YoY
EMS in Q3 grew +54% QoQ and +93% YoY

Posted by calvintaneng > 2024-08-05 22:41 | Report Abuse

PAT (profit after tax)

Start 8 million

jump to 14 million

jump again to 20 million

Posted by calvintaneng > 2024-08-05 22:41 | Report Abuse

HDD in Q3 grew +30% QoQ and +144% YoY
Automotive lost -12% QoQ and grew +10% YoY
EMS in Q3 grew +54% QoQ and +93% YoY

53 seconds ago

Posted by calvintaneng > 2024-08-05 22:42 | Report Abuse

HDD grew QoQ (Quarter to Quarter) Up 30%

YoY (Year On Year) JUMPED 144%

Posted by titan3322 > 2024-08-05 23:15 | Report Abuse

The best is yet to come irrespective of US market simply bcoz of the demand for HDD. AI, electric vehicles etc are the future things !

Posted by GlobalEquity > 2024-08-05 23:29 | Report Abuse

Now fear and panic grip and reign supreme!
With such sentiments, whatever "good things" will not beat the market forces.
Best to do, be light or exit and come back later.
Of course, if the FED so decide to hold emergency meeting soon to cut rate (substantially) before September, then there is a chance confidence might return.
Focus on news on FED.

Posted by Vicky > 2024-08-06 08:26 | Report Abuse

Nikkei and Kospi already rebound. Today mostly likely all stocks rebound ya...

Posted by zoizai > 2024-08-06 08:45 | Report Abuse

Limit up 3 days

Posted by mf > 2024-08-06 08:46 | Report Abuse

Dow Jones

Dow Jones Industrial Average

38,703.27

-1,033.99

2.60%

Nasdaq

NASDAQ Composite

16,200.08

-576.08

3.43%

Posted by titan3322 > 2024-08-06 08:57 | Report Abuse

Kawan although the US market big drop yesterday but the future market ardr turn green strongly don't simply jual 2 Nanti bank 🏀 bola 😄

Posted by 8u29song > 2024-08-06 09:14 | Report Abuse

ooops...

Posted by 8u29song > 2024-08-06 09:19 | Report Abuse

itu tukang masak lari kah

Posted by Vicky > 2024-08-06 09:24 | Report Abuse

Even Notion ptofit is 11 fold it is the biggest loser. This is the power of sentiment. Do not underestimate the power of setiment. Anyway all tech stocks are resetting as mentioned 2 weeks ago.

Posted by Ahmad Shauqi > 2024-08-06 09:30 | Report Abuse

We had a 'notion' that investing in stocks could be profitable 😂

Posted by 8u29song > 2024-08-06 09:34 | Report Abuse

the chef is back for the cooking....yes...

Posted by kkwong13 > 2024-08-06 09:44 | Report Abuse

This Notion qtr result is impressive. Not to forget, its mgmt stated way before that only 2H'24 will see growth & will triple its revenue by FY2026 after mid/end Q4'24 China+1 Aluminium start operation. By then, it will be massive growth, hit target of RM3.20 (PE 10) by year 2025. In term of fundamental growth, Notion is structural changing & growing business toward new era of EMS + HDD especially when HDD data center come by year end after all AI DC building ready to operate throughout the world, not only Msia. Market sentiment does driven fear & uncertain but no one know when it will play, this week negative, then next week positive & then later all clear.. it shoot up high then we end up chasing & buying at high end and lose it. We need to invest through dollar averaging if it drop, then hold for massive gain in next half to 1 year.

Posted by crazypapapoor > 2024-08-06 09:50 | Report Abuse

sekali limit down... hahahaha

Posted by 8u29song > 2024-08-06 09:57 | Report Abuse

come on....back to 2.00

Posted by BornToSpeculate > 2024-08-06 09:59 | Report Abuse

Seriously what is the appeal for this counter. track record is not impressive, earnings are volatile even before MCO. HDD contract manufacturing for WD isnt exactly rosy. I have known previous WD suppliers who have a very cost tight and high commitment and low margin operating environment.

Quarter on quarter might be improving but track record is not convincing at all and the fact they went to PPE earlier makes u wonder if they are really focused or have a clear long term plan. USD is depreciating and margins are likely to come down.

This QR was already factored into the price as earlier this was trading at a high PE multiple, indicating a lot of insider trading / news, buying ahead of the announcement.

Wish you all good luck

Posted by kkwong13 > 2024-08-06 10:00 | Report Abuse

Its revenue up QoQ & impressive result, even AI DC not ready entirely, but still deliver better result
Q1'FY24 --> 93.7M, earn 8M (EPS 1.56)
Q2'FY24 --> 111.5M, earn 14M (EPS 2.72)
Q3'FY24 --> 135.5M, earn 20M (EPS 3.9)
Q4'FY24 --> >150M, earn 25M (EPS 4.33) ?? Potential achieve, i believe conservatively can hit to this target

Then Q1'FY25 --> 150M to 180M, earn 30M (EPS 5.0 to 5.4) ??

Then subsequent, every Qtr modestly growing and get higher once EMS China+1 start to kick operate & revenue continue up till end of 2025, it will triple its revenue to RM1bil, then it will be massive opportunity if to buy now & hold for it. As long as Qtr result continue to show good, impressive growing trend, i dont see any issue of it beside too focus on sentiment movement. We can buy dollar averaging to manage market sentiment provided it revenue & earning continue growing.

Posted by SinGor > 2024-08-06 10:07 | Report Abuse

Too many profit takings, Goreng up from 80sen

Posted by kkwong13 > 2024-08-06 10:20 | Report Abuse

It's goreng up, not entirely goreng as it support by revenue + earning result continue grow. Imagine from Q1 revenue from 93.7mil to 135mil in 6mths, but its earning grow massively from 1.56sen up to 3.9sen, that 150% gain in operation efficiency, better margin profit to get this better earning profit result, that massive growth to be frank even not factor in AI DC building ready for next HDD/SDD storage business grow by year end. Compare to other EMS companies with average PE 20+ with less to low grow, this Notion is purely more better invest upon vs others. The only driven factor that potential make Notion or even all others stocks in the market is sentiment movement now. As long as Notion mgmt really good in deliver its business revenue & earning quarterly, then any drop we can collect it gradually through dollar averaging.

Posted by zoizai > 2024-08-06 10:21 | Report Abuse

Gogogo break the 1.75 go up rm2

Posted by 8u29song > 2024-08-06 10:34 | Report Abuse

KLCI will at least gained back 20 pts...

Posted by 8u29song > 2024-08-06 10:37 | Report Abuse

so sad didnt choose kobay....

Posted by crazypapapoor > 2024-08-06 10:44 | Report Abuse

ahahaha, challenge the 1.74, so difficult ya... sad market.

Posted by titan3322 > 2024-08-06 10:58 | Report Abuse

Today high is 1.89 🤣 I sapu some more a 1.70 level.later you see who has the last laugh 🤣

Posted by crazypapapoor > 2024-08-06 11:01 | Report Abuse

this stock will fall very soon....

Posted by titan3322 > 2024-08-06 11:01 | Report Abuse

Futures markets ardy recovered very strongly tech stocks included. Those who trade don't just follow the operators and syndicates 😄

Posted by titan3322 > 2024-08-06 11:03 | Report Abuse

Even Dudu whose income is much inferior to Notion also up 10 sen. For Notion I am afraid of the ESOS only 😂

Posted by 8u29song > 2024-08-06 11:13 | Report Abuse

yes..ikan bilis always never buy at low...always buy high sell low...

Posted by 8u29song > 2024-08-06 11:15 | Report Abuse

how many dare to buy at 1.8x this morning .....but never dare to buy at 1.6x....

Posted by SinGor > 2024-08-06 11:43 | Report Abuse

12noon ---sellers more than buyers. Yesterday bottom fishing, Caught nothing today, loss Baits too