NOTION VTEC BHD

KLSE (MYR): NOTION (0083)

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Last Price

0.92

Today's Change

0.00 (0.00%)

Day's Change

0.89 - 0.945

Trading Volume

11,245,200


29 people like this.

16,539 comment(s). Last comment by titan3322 6 hours ago

BillyK

570 posts

Posted by BillyK > 2017-10-21 09:33 | Report Abuse

no insurance coverage for loss of business meh
so not fully covered lar

godhand

1,944 posts

Posted by godhand > 2017-10-21 09:34 | Report Abuse

If insurance give coverage for your profit loss, every person set their own factory on fire. Don’t be dumb please

WVB 68

163 posts

Posted by WVB 68 > 2017-10-21 09:54 | Report Abuse

「我們計劃使用第3號廠房、泰國和柔佛工廠的備用空間,解決生產線中斷的問題。我們還有200架數字操控機器可以使用。」該公司目前還有2個月的庫存可以賣給客戶.
很快的公司就有15000000的保险收入

Alan Mu

205 posts

Posted by Alan Mu > 2017-10-21 10:05 | Report Abuse

But normally insurance will not compensate so fast..they need to.do investigation

sheep

3,849 posts

Posted by sheep > 2017-10-21 10:11 | Report Abuse

Yup, where got so fast get money..
But company has to do damage control.. hence its media team has to come out with some positive news. If not, all kena margin call call and forced selling kaw kaw...

Buy at your own risk level. I key in queue buy kaw kaw at limit down on Month-teh..

apolloang

18,163 posts

Posted by apolloang > 2017-10-21 10:11 | Report Abuse

as usual,open green then turn red again.....so open if up quickly sell

BillyK

570 posts

Posted by BillyK > 2017-10-21 10:28 | Report Abuse

dont be a fool
there is actually such insurance but many like you are ignorance
you think the insurance men can be easily cheated?

Posted by godhand > Oct 21, 2017 09:34 AM | Report Abuse

If insurance give coverage for your profit loss, every person set their own factory on fire. Don’t be dumb please

WISEMAN99

35 posts

Posted by WISEMAN99 > 2017-10-21 10:33 | Report Abuse

Dont worry ... Lembaga Tabung Haji is going to support n maintain the price i heard its going to support at 0.80 level next mth will push it back to 1.00 after qr release! Its time to buy n collect cheap once upon a time only

godhand

1,944 posts

Posted by godhand > 2017-10-21 10:54 | Report Abuse

I dont know much about insurance I dont want to argue with u on the existence of this insurance.

Even if there is such provision, I doubt it comes cheap . Note that this is the second time. I will assume it the same as car accident insurance where the second occurence onwards will reduce the amount compensated. Whichever angle you look at it, there will be implication on time and cost to the management just on the restructuring of the factory part. The revenue of the core business is going to drop 50-60% because they cant deliver.

This exclude other factors. Like it or not, the fundamental is heavily shaken. short - mid term for sure. Long term maybe.

How do u even proof your upcoming unrealized profit. how is the insurance going to compensate.

einvest88

416 posts

Posted by einvest88 > 2017-10-21 10:59 | Report Abuse

2nd time in 4 yrs...still think of big ins claim? Ha...the ins co will chk till ur hair also no more...Co nv do proper risk mgt job...beside higher ins premium (that for sure) u have high deductible limit as well...

einvest88

416 posts

Posted by einvest88 > 2017-10-21 11:03 | Report Abuse

from TA prospective the weekly MCD hints that BAD just at beginning....

ysy99999

400 posts

Posted by ysy99999 > 2017-10-21 11:12 | Report Abuse

if monday drop again can buy in more...

Cikam

1,720 posts

Posted by Cikam > 2017-10-21 12:28 | Report Abuse

Jatuh la lagi..buy for long term..

russelbin

49 posts

Posted by russelbin > 2017-10-21 12:41 |

Post removed.Why?

Posted by J'son Chia > 2017-10-21 13:04 | Report Abuse

Don’t worry...there got strong support at 0.70

brain

269 posts

Posted by brain > 2017-10-21 13:22 | Report Abuse

I think company's great dividend policy colder than water. Even if this Q report is good, you think they are paying any dividend?

Ibi_chan

455 posts

Posted by Ibi_chan > 2017-10-21 13:38 | Report Abuse

Q at 30cents!

apolloang

18,163 posts

Posted by apolloang > 2017-10-21 13:42 | Report Abuse

30cts??? u must be a sorchai......limit down also 40cts mana can get,u wait till the company posted losses 100 mil then only u can get lah

kevinchong

646 posts

Posted by kevinchong > 2017-10-21 13:49 | Report Abuse

Monday know answer de drop or up ,no need see correct or wrong

apolloang

18,163 posts

Posted by apolloang > 2017-10-21 13:50 | Report Abuse

open up then drop,this is what I forecast

Posted by J'son Chia > 2017-10-21 13:51 | Report Abuse

Maybe Drop to 0.6 or up to 0.8....see buyer more or seller more...hahaha

kakijudi

1,086 posts

Posted by kakijudi > 2017-10-21 13:53 | Report Abuse

Monday I will try for technical rebound below 55c. Good luck to fallen comrades who bought in today . RIP

Posted by J'son Chia > 2017-10-21 14:23 | Report Abuse

I think there should be no new buyers, so the old buyers who buy from 0.9++ will be stuck ,they will purchase from 0.7 all the low stock to reduce their high prices of stock

einvest88

416 posts

Posted by einvest88 > 2017-10-21 14:50 | Report Abuse

this stock at 1.08 when breakdown from neckline already sent a big warning to mkt danger is ahead some more this is the head of shoulder neckline. Stk rebound hit neckline again then making new low....Fire or any other bad news is just happen use to explain why the share price is falling. If u act according to TA u already out b4 major crash down...This kind of incident (not necessary fire)will happen over and over again....

Calvin882

1,562 posts

Posted by Calvin882 > 2017-10-21 15:21 | Report Abuse

For this kind of case, sure DOSH will instruct the company to stop production until investigation completed. Would be a huge impact to the next qtr result

ming

2,081 posts

Posted by ming > 2017-10-21 15:27 | Report Abuse

When majority sell... we should buy

I jz worry majority said sell but go buy actually; different story

Calvin882

1,562 posts

Posted by Calvin882 > 2017-10-21 15:47 | Report Abuse

Probably still can buy but it's quite risky if not sure about the short and long term impact from the damage.

Vic Lee

137 posts

Posted by Vic Lee > 2017-10-21 16:30 | Report Abuse

Please check 2013 financial results...how notion overcome it :) dont be silly please

Uncle_Lim

1,755 posts

Posted by Uncle_Lim > 2017-10-21 16:51 | Report Abuse

tabung haji inside ma, easily rm1 in 1 month.

Hoe Weng

214 posts

Posted by Hoe Weng > 2017-10-21 16:54 | Report Abuse

this counter might go lower, but is temporary. Support stands at 0.605 and 0.375 according to fibonacci retracement.
This quarter report for sure will badly affect in terms of their profit because of the termination of operation that caused by fire in their main factory. However, their prospect remain solid and attractive with a strong fundamental backing up.
Opportunity or risk?
Anyhow, it takes time to stabilize this counter.

yorkyork

2,770 posts

Posted by yorkyork > 2017-10-21 16:59 | Report Abuse

Machines from which company?

sien

156 posts

Posted by sien > 2017-10-21 17:07 | Report Abuse

DOSH will investigate but definitely will not hold the production, further more no deaths in this incident.

Posted by pakatan_harapan2 > 2017-10-21 17:27 | Report Abuse

Set fire to claim insurance also can? People life no need to bother?

gohkimhock

3,095 posts

Posted by gohkimhock > 2017-10-21 17:37 | Report Abuse

Don't think they can claim the full amount. Anyway, it will still be a major loss.

ks5S

4,601 posts

Posted by ks5S > 2017-10-21 17:46 | Report Abuse

notion just receive the Best Turnaround Company award recently from Focus magazine.
Maybe they will receive the Best U-Turnaround Company award next year,

mikeann

825 posts

Posted by mikeann > 2017-10-21 18:24 | Report Abuse

Margin calls and force selling in the short term. Stock very bearish the next few days.

Posted by shenxian > 2017-10-21 18:58 | Report Abuse

Status report fr Bloomberg: https://imgur.com/a/Ter8H

probability

14,490 posts

Posted by probability > 2017-10-21 19:12 | Report Abuse

9 - 12 months production loss..phew!

nekosan

3,637 posts

Posted by nekosan > 2017-10-21 20:09 | Report Abuse

else won't be limit down

russelbin

49 posts

Posted by russelbin > 2017-10-21 20:09 |

Post removed.Why?

leechen88

292 posts

Posted by leechen88 > 2017-10-21 20:17 | Report Abuse

Monday morning morning jer margin call loh

nekosan

3,637 posts

Posted by nekosan > 2017-10-21 20:30 | Report Abuse

y margin call? u know margin call or not?

vic_amat87

606 posts

Posted by vic_amat87 > 2017-10-21 21:02 | Report Abuse

If u r brave enough, just Q buy at 35-40cents..

VFTRADER

788 posts

Posted by VFTRADER > 2017-10-21 21:26 | Report Abuse

Try not to take risk on this counter. Electronic industry is very particular on quality control.
Although they can rebuild their production line after 9 month, they still need to apply for so many certificate like ISO Quality, ISO Environment, need to go thru so many quality audits, Customers approved FA, then have to build customer confidence on their future order.....

newbie92

418 posts

Posted by newbie92 > 2017-10-21 21:32 | Report Abuse

Lot of ppl think will drop another 30% on monday, just wait at RM0.49.
Sad to those still holding.

Roxyman

9 posts

Posted by Roxyman > 2017-10-21 21:39 | Report Abuse

Limit down to 0.60

VFTRADER

788 posts

Posted by VFTRADER > 2017-10-21 21:39 | Report Abuse

Dufu is their closest competitor but don't think they have sufficient additional capacity to absorb the quantity from Notion. The industry need few vendors to support the 500 CNC machines output. Some of them might be MMI (Spore), Brilliant (Spore), Nidec (Jpn)...

2ndays

44 posts

Posted by 2ndays > 2017-10-21 21:55 | Report Abuse

哇,酱多师傅在这里给意见。。。哈哈哈哈

wantocin

175 posts

Posted by wantocin > 2017-10-21 22:01 | Report Abuse

loh..limit down 0.40

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