Posted by Jonathan168138 > 1 month ago |

Post removed.Why?

Posted by iCashBooster > 1 month ago | Report Abuse

bod0h director scam ppl money

Posted by iCashBooster > 1 month ago | Report Abuse

scam ppl money. useless company

Posted by iCashBooster > 1 month ago | Report Abuse

director all hamsap face like scammer..better run this c1bai stock will go nowehere director face no shame like no spm become director mr wong c1ba1 hamsap scammer

Posted by zoizai > 1 month ago | Report Abuse

Sifu target price no change RM3.20

Posted by zoizai > 1 month ago | Report Abuse

This week up RM3.20

Posted by Eddy365 > 1 month ago | Report Abuse

大势已去，你醒了吗？
你醒了没有？
你还没有醒吗？

股票赚钱了，你贪心不要离场。
股票亏钱了，你Haolian不要止损！

你什么时候才醒呢？

Posted by Zhuge_Liang > 1 month ago |

Post removed.Why?

Posted by zoizai > 1 month ago | Report Abuse

还没赚到。 我师傅在1.80 讲可以进场， target Rm3.20. 我一进就掉了， 一路买到1块钱。 等到Rm3.20 就卖。 师傅讲可以到 Rm3.20

Posted by NatsukoMishima > 1 month ago | Report Abuse

Rm 3.20 ?? Is your sifu talking about Ranhill ??

Posted by zoizai > 1 month ago | Report Abuse

He said HLB and Normura also give target price above RM2

Posted by cactus81 > 1 month ago | Report Abuse

Good. Be confident. Everything is possible in share market.

Posted by zoizai > 1 month ago | Report Abuse

Sifu says target price unchanged RM3.20

Posted by danny123 > 1 month ago | Report Abuse

Long term target
0.60

Posted by cactus81 > 1 month ago | Report Abuse

@danny123 mind to share how to get target 0.60? 10 x pe only with 6 cent. Much lower than all the techno stock.

Posted by kkwong13 > 1 month ago | Report Abuse

Latest HLIB report on 8th Aug

A record quarter 9MFY24 core net profit of RM39m (+>100%) was a beat thanks to stronger-than expected EBITDA margin. Aided by the favourable forex, 9MFY24 top line gained 36% to RM341m as the higher contributions from HDD, automotive and EMS were more than sufficient to negate the weakness in camera/industrial. After 3 consecutive quarters of robust growth in FY24, Notion anticipates 4QFY24 to
progress at a moderate pace in view of the volatility of forex. A stabilized earnings will allow Notion to position and prepare for further expansion in FY25. Maintain BUY with unchanged TP of RM3.28, pegged to 30x of mid-CY26f fully diluted earnings. It is well positioned to capitalise on: (i) increasing adoption of AI; (ii)
advancements in disk storage capacity; (iii) global manufacturing diversification;
and (iv) revival of E&E sector.

Beat expectations. 3QFY24 recorded the strongest ever revenue of RM136m (+21% QoQ, +63% YoY) translated into a core PAT of RM19m (+67% QoQ, +>100% YoY), bringing 9MFY24 to RM39m (+>100% YoY), which was above expectations, accounting for 81% and 75% of HLIB and consensus full year forecasts, respectively. The positive surprise was due to stronger-than-expected EBITDA margin. 9MFY24 one-off EIs included amortization of deferred income on government grant (-RM335k), gain on bargain purchase (-RM147k), gain on lease modification (-RM212k), inventories written off (+RM509k), impairment loss on receivables (+RM15k), PPE written off (+RM347k), net forex gain (-RM2.3m), reversal of receivables impairment (-RM359k) and reversal
of PPE impairment loss (-RM886k). Dividend. None (3Q23: none).

YTD DPS amounted to 1 sen (9M23: none).

QoQ. Aided by the favourable forex (3QFY24: RM4.73/USD vs 2QFY24: RM4.72/USD), turnover gained 21% due to higher contributions from HDD (+31%) and EMS (+77%) which were more than sufficient to offset the weaknesses in automotive (-12%) and camera/industrial (-31%). In turn, core net profit accelerated at a faster pace of 67% thanks to higher EBITDA margin (+0.3ppt) and lower effective corporate tax rate of 17%
(2QFY24: 21%). YoY. Besides the stronger greenback (3QFY23: RM4.53/USD), revenue surged by
63% thanks to improvements from all segments – HDD (+143%), automotive (+10%), EMS (+93%) and camera/industrial (+2%). Earnings improved from a loss of RM3m in 3QFY23 to RM19m in 3QFY24 attributable to higher EBITDA margin, lower D&A and lower effective corporate tax rate. YTD. For the same explanations above, top and bottom lines expanded by 36% and +>100%, respectively. Revenue growth breakdown: HDD (+39%), automotive (+16%), EMS (+81%) and camera/industrial (-7%).

Outlook:
After 3 consecutive quarters of robust growth in FY24, Notion anticipates 4QFY24 to progress at a moderate pace in view of the volatility of forex. A stabilized earnings will allow Notion to position and prepare for further expansion in FY25. The group is confident that FY24 will set a new benchmark for both revenue and profits,
marking a record year.

Reiterate BUY with unchanged TP of RM3.28, pegged to 30x of mid-CY26f fully diluted
earnings. We like its impressive turnaround and longer visibility in its earnings growth trajectory. The company is well positioned to capitalise on: (i) increasing adoption of AI; (ii) advancements in disk storage capacity; (iii) global manufacturing diversification; and (iv) revival of E&E sector.

Posted by titan3322 > 1 month ago | Report Abuse

RM 1 mane 🤣🤣

Posted by titan3322 > 1 month ago | Report Abuse

HLIB pegging a PE of 30 is a little too high. PE 20 would be more realistic

Posted by kkwong13 > 1 month ago | Report Abuse

PE 20 is including the last 4th Quarter of losing EPS -6.3sen due to one-time deal wipe off of PPE glove machine. If that exclude & expect next Qtr 4sen, then it will be 1.56sen (Q1) + 2.72sen (Q2) + 3.9sen (Q3) + 4.3sen (Q4 estimate) = 12.48sen. So it still undervalued based on purely organic grow & revenue improve

Posted by titan3322 > 1 month ago | Report Abuse

Still got 80 sen dreamers ar 🤣🤣

Posted by zoizai > 1 month ago | Report Abuse

Gogogo target price RM3.20

Posted by berbolabiru > 1 month ago | Report Abuse

best counter rebound

Posted by Choo71 > 1 month ago | Report Abuse

When CASH upfront will be lifted

Posted by danny123 > 1 month ago | Report Abuse

Can KEEP for long term 0.60

Posted by DevOpsEngineer > 1 month ago | Report Abuse

Negative comment is caring.
So don't reject caring.
I would encourage everyone go to attend stock market manipulation course and also learn how carry trade work.

Posted by DevOpsEngineer > 1 month ago | Report Abuse

Trade index instead of individual stock.
Individual company may go bankrupt but index will never

Posted by Hotstuff > 1 month ago |

Post removed.Why?

Posted by Zhuge_Liang > 1 month ago |

Post removed.Why?

Posted by SinGor > 1 month ago | Report Abuse

Notion is full of Traps....Extreme caution is needed for Goreng Kaki

Posted by michaelwong > 1 month ago | Report Abuse

T+3 today and needs to digest the huge massive volume first

Posted by Datokim > 1 month ago | Report Abuse

Still possible of recover some losses if shift to Haily. Once bonus approve Haily price will b higher than Notion price.

Posted by Hotstuff > 1 month ago |

Post removed.Why?

Posted by Datokim > 1 month ago | Report Abuse

My experience tells Notion big boys already cabut ! You can notice all analyst or bankers pretend quiet like nothing happening.

Posted by abcb > 1 month ago | Report Abuse

Will go back to 0.70 within 2 months time

Posted by Zhuge_Liang > 1 month ago |

Post removed.Why?

Posted by hng33 > 1 month ago | Report Abuse

cut first at 1.05-1.07

Posted by crazypapapoor > 1 month ago | Report Abuse

hahaha, itu shark mau jual jual jual.... jgn sentuh dulu o.... 0.70 bukan mimpi.

Posted by whying91 > 1 month ago | Report Abuse

why u all dwn let go this stock? let the shark play on his own lah.

Posted by moneykj > 1 month ago | Report Abuse

If today close below 1.05, tomorrow below 0.90 is not impossible...

Posted by moneykj > 1 month ago | Report Abuse

My view is, Notion need few months to consolidate before another meaningful rise. During this consolidation period, any rebound will be technical rebound which you may/only can earn 10-20 sen if you are lucky enough.

Posted by whying91 > 1 month ago | Report Abuse

shark do movie to clear stock. dont join in their game

Posted by moneykj > 1 month ago | Report Abuse

Come join me in: 1. Star, Uptrend on the way to my TP of 0.80 in short term.
2. Cheetah. Accumulation done by market taiko. Current price just like Notion at 0.30+ last year when I buy. Fastest by next month. If coming q is in red, then will start latest by April next year. No problem for long term investors. Good luck.

Posted by whying91 > 1 month ago | Report Abuse

they are accumulating stock. u duno when is lowest. impossible will goreng in short term

Posted by crazypapapoor > 1 month ago | Report Abuse

ini kalilah........ sudah feel pressure lai liao...

Posted by Hotstuff > 1 month ago | Report Abuse

10 cents drop a day 60 cents not far away

Posted by whying91 > 1 month ago | Report Abuse

ini kalilah, shark is so obvious

Posted by zoizai > 1 month ago | Report Abuse

Oh no. Target price RM3.20 unchanged

Posted by kenwilbur > 1 month ago | Report Abuse

Cut loss

Posted by xuxu > 1 month ago | Report Abuse

SOOOOOO many good stocks can buy why want to touch this Notion ?

Posted by Hotstuff > 1 month ago | Report Abuse

80c dreamers gather!