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.

16,537 comment(s). Last comment by pinetree88 1 hour ago

setia2u

971 posts

Posted by setia2u > 2019-03-07 14:39 | Report Abuse

Counter of the year, will see RM1.00 by mid year!

Posted by underthebigtree > 2019-03-07 14:59 | Report Abuse

rebounding with increase volume

Megan88

360 posts

Posted by Megan88 > 2019-03-08 12:03 | Report Abuse

No volume today? Price drop again.. sigh...

2323

170 posts

Posted by 2323 > 2019-03-08 13:15 | Report Abuse

2.30pm start enjin......

bsngpg

2,842 posts

Posted by bsngpg > 2019-03-08 13:25 | Report Abuse

If you are not into this "con" counter, advise you to stay far away from it.
I love most of the counters I put in money except this con company.

千王之王 用愛將心偷
https://www.youtube.com/watch?v=s0JPjmrcqgA&list=RDs0JPjmrcqgA&index=1

setia2u

971 posts

Posted by setia2u > 2019-03-08 14:36 | Report Abuse

YES, this is a 'con' counter, most of sellers of this counter 'con' by UBS & AMS, they pushed the price down from around 65.0 sen to current level. so that someone can collect cheap, hehe haha.

setia2u

971 posts

Posted by setia2u > 2019-03-08 14:38 | Report Abuse

Pity those contra players, being forced to sell undervalued.

setia2u

971 posts

Posted by setia2u > 2019-03-10 14:02 | Report Abuse

NO worry, not many people notice this counter yet at the moment, wait till it;s 70.0 sen. As for now, either I make 'noise' or not, the price will still stay cheap for us to buy. They like to buy high and sell higher, but I buy LOW and sell HIGHER HIGH. Cheers.

Megan88

360 posts

Posted by Megan88 > 2019-03-13 13:23 | Report Abuse

Very quiet counter.. now news.. no movement..

Posted by riskabsorber > 2019-03-15 11:20 | Report Abuse

No news mean consolidating. With the insurance compensation and new joint venture with one of the leading British technology company (Revenue more than $4.7bil), will definitely see improvement in the coming quarter and years.

2323

170 posts

Posted by 2323 > 2019-03-19 12:31 | Report Abuse

2018 September waiting until now ......

hh488

28 posts

Posted by hh488 > 2019-03-22 16:13 | Report Abuse

Will it dish out dividend or perhaps free warrants this qtr?

2323

170 posts

Posted by 2323 > 2019-03-25 10:04 | Report Abuse

Offer....fast fast buy...no eyes see

Posted by commonsense > 2019-03-25 12:04 | Report Abuse

The company has yet to managed to rebound back from the fire incident occurred in 2017. 1Q19 result was actually a small core net profit of RM100k (after excluding impairments, write downs, forex and fair value adjustments). Given that the full recovery of its main factory in Klang is only expected by June 2019 (the earliest), investors need to be prepared for the company to post at least another 2 quarters of disappointing results. We will still need to look if the company will be able to regain back the trust of some of the customers that were lost due to the fire incident.

Investors need to take note that the FY18 high profit does not comes from core operations but mainly from the insurance claims (relating to the fire). The total claims amount for FY18 was around RM160mil. If you were to exclude that (and also the write off and impairments) the core result for FY18 would have actually been a loss of around RM40mil.

If you are looking to hedge your portfolio outside of Notion Vtec (due to its weak earnings outlook) I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV.

FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well).

MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x.

Good luck.

cheoky

2,823 posts

Posted by cheoky > 2019-03-26 21:19 | Report Abuse

This price is right to enter

CK 1698

9 posts

Posted by CK 1698 > 2019-04-03 23:54 | Report Abuse

If break 10 cents, must buy, keep, hold tight and go Holland :)

pangolin

1,020 posts

Posted by pangolin > 2019-04-07 22:29 | Report Abuse

half way to holland now !

leelazens

67 posts

Posted by leelazens > 2019-04-08 16:36 | Report Abuse

everybody starting fly why this still like that. plays 16 counters only this 1 red. so sad.

CK 1698

9 posts

Posted by CK 1698 > 2019-04-08 22:01 | Report Abuse

Read their quarterly reports carefully...

whalehere

184 posts

Posted by whalehere > 2019-04-10 08:58 | Report Abuse

Old news still want to reannounce, this not history class lah. Already factored in long time ago.

thirdeye

64 posts

Posted by thirdeye > 2019-04-10 14:34 | Report Abuse

YES, privatized it!!!

thirdeye

64 posts

Posted by thirdeye > 2019-04-10 14:36 | Report Abuse

Accumulation phase is over, MARKUP Phase is ON now!

cheoky

2,823 posts

Posted by cheoky > 2019-04-10 15:00 | Report Abuse

Here u practice Howard mark saying do good buy rather than good assets. Lolx

CK 1698

9 posts

Posted by CK 1698 > 2019-04-10 22:51 | Report Abuse

Quarterly reports got something more than news. News can easily get from everywhere. Is always good to read and learn more. :)

Posted by riskabsorber > 2019-04-11 09:13 | Report Abuse

one day show finish.

whalehere

184 posts

Posted by whalehere > 2019-04-11 12:47 | Report Abuse

Wuzy bro, why would notion gap down?

pangolin

1,020 posts

Posted by pangolin > 2019-04-17 22:43 | Report Abuse

look like all tech stock bye bye and all go holland !!

2323

170 posts

Posted by 2323 > 2019-04-20 07:55 | Report Abuse

5g......

CashRich

168 posts

Posted by CashRich > 2019-04-22 13:33 | Report Abuse

Big data in future

setia2u

971 posts

Posted by setia2u > 2019-04-22 21:46 | Report Abuse

BIg jump is in the making after accumulation is done.

CashRich

168 posts

Posted by CashRich > 2019-04-23 09:14 | Report Abuse

Wait for construction investor run to here
Haha

CashRich

168 posts

Posted by CashRich > 2019-04-24 19:20 | Report Abuse

Obviously big guy collecting
When down then big amount buy back
When up then heavy throw down

CashRich

168 posts

Posted by CashRich > 2019-04-26 11:08 | Report Abuse

No volume

pangolin

1,020 posts

Posted by pangolin > 2019-04-27 19:49 | Report Abuse

any news notion wit bdr malaysia .... sure can hit 90c ....

CashRich

168 posts

Posted by CashRich > 2019-04-28 12:38 | Report Abuse

Still many uncertainties

pangolin

1,020 posts

Posted by pangolin > 2019-04-28 17:24 | Report Abuse

share price standstill ,,,,,, no good news , poor qr , no relevent with bandar malaysia ...... holland

Stephenloo

195 posts

Posted by Stephenloo > 2019-04-28 20:22 | Report Abuse

No good news also no bad news
However if Malaysia need do 5g then will need more server and need those component

CK 1698

9 posts

Posted by CK 1698 > 2019-04-29 22:37 | Report Abuse

Not that fast, will takes few years to do so. Machinery will get the benefits 1st follow by infrastructures then only cloud storage. Aside of that, the HDD sell over year keep dropping. Part of it is due to HDD storage capacity keep increasing. The read n write head can more utilize the same media disc spacing. So only similar component needed for a larger storage HDD and less selling in term of volume. Seagate or WD definitely can get higher profit margin with similar parts needed, larger storage media with higher price but not those who provide the low tech parts. Unless Notion able to develop a precise media separator like one company does :).

pangolin

1,020 posts

Posted by pangolin > 2019-05-01 04:10 | Report Abuse

there is no product advantage for notion ?? i mean if depend on hard disk business .

dex

493 posts

Posted by dex > 2019-05-01 07:29 | Report Abuse

Coming. Up up up!!!

Octopus

549 posts

Posted by Octopus > 2019-05-03 16:06 | Report Abuse

watch

pangolin

1,020 posts

Posted by pangolin > 2019-05-06 23:45 | Report Abuse

look like notion going to singapore nw ..........56c ...

setia2u

971 posts

Posted by setia2u > 2019-05-09 08:55 | Report Abuse

Ya... Transit in Changi Airport before flying to Beijing

pangolin

1,020 posts

Posted by pangolin > 2019-05-11 04:26 | Report Abuse

hopefulll dun go australia ...... further down away ....

CK 1698

9 posts

Posted by CK 1698 > 2019-05-14 21:00 | Report Abuse

Wuzy bro, u got hope to buy at 0.50 sec. Buy n keep. Dare when ppl r afraid.

pangolin

1,020 posts

Posted by pangolin > 2019-05-20 12:08 | Report Abuse

50c is coming !!

Posted by Christiano88 > 2019-05-23 17:59 | Report Abuse

gg

Justin328

480 posts

Posted by Justin328 > 2019-05-24 11:20 | Report Abuse

first half already losing -6.36m, based on below so fully year still will be have profit? salted fish will go life? wait and see

"For the second half of FY2019, we expect improving sales and the Board is cautiously optimistic that FY2019 will be profitable despite the loss making first half."

pangolin

1,020 posts

Posted by pangolin > 2019-05-24 15:34 | Report Abuse

wrong pick for year of 2018 ........ kns ...

2323

170 posts

Posted by 2323 > 2019-05-24 20:05 | Report Abuse

Good news coming soon...what you waiting for

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