well, 1.60 would have been an even better buy than 1.80 or 1.70 of course
but then, that is precisely the thing you see, you can never hit it smack bang right on the bull's eye🎯 each and every time, you can only make an approximate calculated guesstimate, just like mr titan3322 has done
main thing being, at the end of the day, you have the endurance and staying power to hold out until you get worthwhile enough gains
way to play, way to go, becos we all live in the real world, not some fantasy dream world where we could predict everything with supreme perfect precision
There are people hoping for LD 🤣 if you are smart enough you should place your buy order with 10 big lots each between 1.50 to 1.60 and now you are going to have wangyu beef 🍖 dinner instead of crying for LD 😄🤣
Notion CEO quoted in Qtr report, "This period of stabilised earnings will position us well as we prepare for further expansion in the next financial year," the group noted.
That's stated clearly in CEO for next Q4'24 (Dec) result, will be massive expansion growth starting Q4'24 soon after EMS Aluminium revenue start to kick in mid/end Q4'24, triple up its 3x revenue growth till end 2025 financially. Plus, its stated, upcoming Q3'24 (Sep) will have modest grow. I estimate will hit revenue RM150mil, with earning RM25mil (EPS 4.33sen) in next Qtr result. Overall, business is stable, growing & expanding great in next 6mths to 1 yr for triple revenue gain by 2025. It's is a business revenue structural change toward expansion mode with each Qtr better %profit margin operational cost improve financially proven in Qtr report.
I dont see any reason to sell beside sentiment movement. I will continue hold, buy & collect when opportunity come, even buy on upside as well if buying momentum mode comes in for next RM3.28 (PE 10) or higher as long as mgmt continue to deliver & business growing.
Kawan ardr told you All US futures markets have turned strong green. Stocks like Dufu has gone up by 11sen . Do you think Notion will do worse than Dufu? Sudah jual you got no chance to buy back ardy. Can bang balls 🏀 only
This restriction prevent margin cash trade, must be genuine cash on-hand to buy only, no margin allow. I believe this will be lift off soon after next Qtr result out with estimate Q4 EPS 4.3sen, restate to next actual PE 13 on upcoming 4 EPS actual rolling in total
Why in first place, banker set this restriction rule as it previous last 4th Qtr result show -6.98sen (Q4'FY23), the loss due to one-time impairment loss PPE glove of plant & machinery RM 30.7mil + RM8.5mil. After that, it start to recover & rebound fast fundamentally earning grow starting Q1 (1.56sen) --> Q2 (2.72sen) --> Q3 (3.9sen). Expect come Q4 hit 4.3sen and then moving into new starting Q1'FY25 (Dec), it will expand to triple 3x its revenue by year 2025.
You may read my blog research update for better understanding, as this was shared in TheEdge interview column back on May'24 by Notion Mr. Thoo.
In short, just to summarize what theEdge interview column, also for myself remind of why I pick & buy Notion in first place.
What catalyst enablers Notion Vtec to achieve RM1billion revenue target by FY2026 (3times vs RM345mil in FY2023), CAGR 43% by segment breakdown to group revenue:
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
The prediction of Notion $3.28 (PE=10) by year 2025 still conservative, can go way beyond as still not factor in the massive opportunity revenue create from AI cloud & data center yet for Notion. This revenue is purely on new existing & new catalyst business for Notion instead only, that already potential boost to Rm1bil revenue generated, starting Q1'FY25.
Imagine what happen if you include AI cloud & data center massive increase sales order and better ASP price for all Notion, JCY & Dufu bring towards it's revenue in 2H'24. What's that will happen as more and more big giants corporate Nvidia, Microsoft, Google committed to invest total Rm30billions+ and more to come in Msia here & globally to build data center with require massive HDD, SDD memory storage. What the future lie ahead for data center which contribute to data storage of HDD & SDD throughout now till year 2030? That will be a blowout massive revenue for all related Western Digital, Seagate & other tier2 , tier3 supply chain starting year 2025.
Do the maths, that you know why Notion, JCY & Dufu their huge potential of revenue growth.
The announcement and execution of a rights issue can have an impact on the company's share price. Initially, the share price may experience a decline due to the dilution effect as new shares are issued at a discounted price.
donT cry if you sold today, Dow future is pending Down again.----maybe tomolo is another Bad day.....can buy back in Sept after Fed's Cut----0.5% Fed Cut is Good, 0.25% Cut is neutral---0.75% Cut will turn Salted Fish alive again
Please bear in mind to sell Notion is easy but to buy is hell broke loose as need to telecon with broker and finance firm trading company. Think carefully before exit as all the prospects are in front of you.
crazypapapoor: "this stock destined to go down in these 3 days, before taking off again."
aah, yah gah, sure boh
waah, you already know with such great certainty what is going to happen over next three days meh
whoa, like this you going to be multi-billionaire within six months lor, then can change your name to "crazypaparich" lor _________________________________________
it.s a vicious cycle, in tandem to most techs to come down, followed by margin force sell, and you sell I sell,hoping some contra gain... will take some time to stabilise...
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....
crazypapapoor
115 posts
Posted by crazypapapoor > 1 month ago | Report Abuse
the battle begins.