Posted by lkwah86 > 2017-10-23 10:40 | Report Abuse

The immediate effects of this outage in this affected Plant is about 50 to 60% of the Company sales revenue but with the fast recovery plan, Notion will have restored 75% of the outage progressively within 5 months and the balance within another 3 months. But of course the full restoration of structure and Certificate of Fitness may take up to a year.

Posted by Muthusamy > 2017-10-23 10:41 | Report Abuse

HUATTTT RRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRR

Posted by lkwah86 > 2017-10-23 10:41 | Report Abuse

The new high volume manufacture of a lifestyle consumer product and another tubing project, are not affected by this fire as the new production lines are planned for in the Southern region. There may be a slight delay in the planned production as manpower is focused on the Klang plant to recover quickly.

Posted by godhand > 2017-10-23 10:43 | Report Abuse

Posted by speakup > Oct 23, 2017 10:35 AM | Report Abuse

WARREN BUFFET RULE #1: BUY WHEN OTHERS FEAR!!!!

This one. Dont be a dick and tarnish the hero of investment with your selfish idelogy. You are not worthy of quoting him

Posted by apolloang > 2017-10-23 10:44 | Report Abuse

buy when others fear is buy red not buy green

Posted by Alex Foo > 2017-10-23 10:46 | Report Abuse

which insurance company does notion subscribe? that insurance will gap down oh

Posted by godhand > 2017-10-23 10:46 | Report Abuse

yes buy green should be be fearful when others are greedy.

Anyway this is just indicator. cant apply on most cases

Posted by Bing Feng Tan > 2017-10-23 10:46 | Report Abuse

Where is the limit down?

Posted by Alex Foo > 2017-10-23 10:47 | Report Abuse

Downgrade to MP with a more conservative TP of RM0.73 (from RM1.55). We prefer to stick on the conservative side for now given the major disruption to its production capacity which could lead to the uncertainty in earnings visibility. With 0.65x FY18E PBV being ascribed (which is the group’s 5-year average PBV), our TP is now at RM0.73 from RM1.55 which implied FY18E PER of 15.5x.

Posted by Bernard Tan > 2017-10-23 10:47 | Report Abuse

2nd wave incoming... luckily grab some at 0.755

Posted by apolloang > 2017-10-23 10:49 | Report Abuse

should trade between 70-80cts in the short term

Posted by godhand > 2017-10-23 10:50 | Report Abuse

follow kenanga tp of 0.73 safer. give discount 10% 0.66 tp

Posted by godhand > 2017-10-23 10:55 | Report Abuse

u guys should buy dufu instead of notion.

Posted by Skng Keong > 2017-10-23 10:59 | Report Abuse

Better be a coward than a hero...

Posted by WVB 68 > 2017-10-23 11:05 | Report Abuse

damn liao ! i heard first fire Tokio insurance court case , only paid 50% .

Posted by luckypunting > 2017-10-23 11:06 | Report Abuse

"Notion has adequate insurance coverage - RM350 million for property damage, RM217 million for business interruption up to 18 months. Preliminary estimate of the loss is about RM150 to 200 million. Once we gain access to the site we shall be able to assess the extent of damage and provide a more accurate estimate of loss.

Meanwhile, Notion is ordering and sourcing for emergency replacement CNCs and quality control equipment. The Company will discuss with customers’ team, on Notion’s current stock of Finished Goods, availability of spare CNCs, spare factory space and possibility of either renting or buying any existing CNC s that can help Notion recover faster."

...above emergency restoration probably need 1-2 months to stabilize...can help half the damage after that ... profit sure got hit but at least has built the safer net .... now is to judge at what price range is considered the base for recovery :P (classic example of risk and opportunity)

Posted by ongmari > 2017-10-23 11:18 | Report Abuse

it is in a mess...don see quick recovery of share price to 80 level...be careful

Posted by PenguinDad > 2017-10-23 11:20 | Report Abuse

More than half of the capacity is lost in the fire and insurance take at least 12months to complete with investigation and claim. At least two quarters result will be affect and also lost of business opportunity during peak period. Be caution.

Posted by stainlyho37 > 2017-10-23 11:22 | Report Abuse

stay @ about 0.7 to reasonable !! that all for Notion....only look back 6 months later....chao....

Posted by r3490 > 2017-10-23 11:32 | Report Abuse

Be Careful. Insurers always look to minimise their exposure. The Loss Adjuster may be working with the company as stated, but the objectives are different. Insurers want to see what they can avoid paying for, or mitigate their cost, as opposed to the company, who'd like to maximise compensation paid under the policy. If there are any non-compliance issues picked up that were critical to the cover, then the claim could be compromised and the pay-out reduced. One always needs to be careful when insurance claims come into play, because at the moment, the company have declared that they have adequate cover in place for damage and consequential losses, but it is too early to tell what will be covered under the policy and the Insurers have not yet come out to confirm that the claim will be humoured. Just a head's up that's all.

Posted by mastertrader > 2017-10-23 11:34 | Report Abuse

insider tell will going up till above 1.00..get in the boat now hehe

Posted by luckypunting > 2017-10-23 11:36 | Report Abuse

BV = 0.87, give another 30% discount, 0.60 is probably safer? :p

Posted by Muthusamy > 2017-10-23 11:37 | Report Abuse

notion and dufu same business ?

Posted by hawhaw > 2017-10-23 11:38 | Report Abuse

good company no need to worry much, just buy and keep for 1 year. good discount

Posted by godhand > 2017-10-23 11:42 | Report Abuse

probably 40-50c is safer, considering theres a lot of unknown risk and consquential risk that may arise.

Kenanga tp of 0.73, although they say conservative. i think they are biased because they own notion.

If you clump in all the risk. It is adviceable to stay away, unless it drops to a very cheap level.

My personal tp is 60c this is what i think. and i will only buy if theres a discount to my tp

Posted by Penggoreng > 2017-10-23 11:45 | Report Abuse

who buy sure kena trapped, dun say no warning

Posted by WVB 68 > 2017-10-23 11:46 | Report Abuse

if i m customer , i will move to others slowly , contigency plan . scared third fire .

Posted by WVB 68 > 2017-10-23 11:47 | Report Abuse

and insurance company also scared liao

Posted by Bernard Tan > 2017-10-23 11:47 | Report Abuse

keep it for long term .. avg cost for me is 0.73

Posted by WVB 68 > 2017-10-23 11:57 | Report Abuse

wait contra player quit then buy

Posted by ilovehits > 2017-10-23 12:02 | Report Abuse

Haha.. Hard to predict.

Posted by godhand > 2017-10-23 12:02 | Report Abuse

yea wait for them force sell first.

Posted by r3490 > 2017-10-23 12:16 | Report Abuse

Insurance claim outcome may dictate next major price movement.

Posted by Ahead1268 > 2017-10-23 12:52 | Report Abuse

Wah! Super active.

Posted by mancingbursa > 2017-10-23 13:03 | Report Abuse

Phew....

Posted by ming > 2017-10-23 13:14 | Report Abuse

Haha.. mana those predict 30/40 cents.?

Posted by heng5275 > 2017-10-23 13:14 | Report Abuse

Notion may goes to 0.80 as the fire is just a temporary loss..after that sure can get compensation by insurance company..now is a best time to purchase the shares..mid term sure will back to the previous price 0.90 ...it is a good company wowwwww...

Posted by Traderkkk > 2017-10-23 13:48 | Report Abuse

Tabun haji bought at peak

Posted by r3490 > 2017-10-23 14:12 | Report Abuse

Probably sideways a while now, in the absence of any further news. IMO it's highly dangerous to assume insurance will cover all losses. That is the "best case scenario" now and with all news out, look where the price has settled (largely inline with the Kenanga Research downgrade estimate).

Posted by godhand > 2017-10-23 14:35 | Report Abuse

its really satisfying to see people lose money because of blind greed

Posted by PenguinDad > 2017-10-23 14:49 | Report Abuse

From the discussion, can see a lot is trapped by the surprise and include some big sharks.

Posted by bjgdila123 > 2017-10-23 16:47 | Report Abuse

0.50 to 0.60 good buying

Posted by Ahead1268 > 2017-10-23 21:08 | Report Abuse

Is it just another Money game.

Posted by ilovehits > 2017-10-23 21:11 | Report Abuse

I'm 99% sure NOTION drop today. But now really broke my glasses. Haha..

Posted by hawhaw > 2017-10-23 22:04 | Report Abuse

https://asia.nikkei.com/Markets/Nikkei-Markets/UPDATE-Malaysia-s-Notion-VTec-Chairman-Expects-Faster-Recovery-At-Fire-Hit-Unit?n_cid=NARAN1507

Posted by hawhaw > 2017-10-23 22:06 | Report Abuse

Looks like the fire incident damage is under control,and production able to fully recover by 8 months.

Posted by powerak > 2017-10-24 06:58 | Report Abuse

Good!!!

Posted by IANFUJI > 2017-10-24 07:34 | Report Abuse

Lets see the price trend today..possible high movement.

Posted by IANFUJI > 2017-10-24 07:48 | Report Abuse

Positive news..

Posted by godhand > 2017-10-24 08:02 | Report Abuse

Speculators speculators everywhere