NOTION VTEC BHD
KLSE (MYR): NOTION (0083)
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Last Price
1.17
Today's Change
-0.04 (3.31%)
Day's Change
1.16 - 1.21
Trading Volume
2,336,600
Entitlement
Upcoming
Happening
| Ann. Date | Ex Date | Type | Subject | Amount |
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Discussions
31 people like this. Showing 50 of 17,304 comments
HDD. The surging demand for data storage, fuelled by advancements in AI and machine learning, has driven HDD manufacturers to accelerate the development of higher capacity drives. In response, Notion is intensifying its R&D efforts on stainless steel disk clamps and glass spacers, as aluminium components are limited to supporting HDDs with capacities of up to 40TB – only marginally higher than the current market's 32TB maximum. The shift to HAMR technology from existing SMR technology, which uses lasers to heat the recording media, necessitates the adoption of materials like stainless steel, glass, or titanium, as aluminium’s malleability under high heat compromises HDD performance. As a result, the group has scaled back its aluminium spacer production plans, revising its FY25 capacity expansion target from 40m to approximately 19.5m spacers per month, compared to the current output of 17m. Positively, Notion has already delivered glass component samples to customers and anticipates the commercial launch of glass spacers and HAMR-enabled HDDs by 2026.
6 days ago
Notion is well positioned to capitalise on:
(i) increasing adoption of AI in autonomous taxi, humanoid A1 robotic has result in new demand A1 machine learning data storage and the growth is exponential
(ii) advancements in disk storage capacity with newer technology adpotion HAMR to increase HDD storage beyond 30TB to grow 50TB prompted mirgation from aluminum media platter to glass. These steady grow in large HDD capacity with new media platter offer great opportunity to Notion as it is in advance stage of mass production for upcoming HAMR-enabled HDDs
(iii) global manufacturing diversification under China + 1, Taiwan +1
(iv) revival of E&E sector and steady strength in its trade USD currency
6 days ago
NVIDIA CEO Jensen Huang Robots Presentation at CES 2025
https://www.youtube.com/watch?v=LETO_-keVFg
6 days ago
Posted by ta5851 > 21 seconds ago | Report Abuse
Thanks to my promotion, notion give everyone lobster
🦞 today for weekend 👍✌️😂
Luckily u only come after mkt close....lol
6 days ago
ding dong ding dong = good money lor
Lu lagi belum faham ini hal juga gah
What la lu
6 days ago
If you bought 1.08 then sold 1.17 how much gain you made already leh
8.33% gain lor
6 days ago
The Notion Group is driven by growth and FYE2024 it has been a surging 41% growth in sales revenue over FYE2023 and in the immediate future years we hope to grow between 20% to 25% year on year
With renewed investors’ interest, Notion’s stock rose sharply from 31 sen a share to a new high of RM2.45 a share giving it a market capitalisation of more than RM1 billion. After the recent correction due mainly to the weakened USD, the market capitalisation is about RM650 million. The current institutional shareholding has increased from nil to about 15% as the Group continues to deliver and attract more investor interest.
Among the institutuional fund are
1. MTRUSTEE BERHAD FOR ETHEREAL CAPITAL SDN BHD (GROWTH FUND)
2. UBS AG
3. MTRUSTEE BERHAD FOR ETHEREAL-OMEGA EQ FUND
4. CITIBANK NEW YORK
5. ARECA EQUITYTRUST FUND
6. KENANGA SHARIAH GROWTH OPPORTUNITIES FUND
7. KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
8. EASTSPRING INVESTMENTSSMALL-CAP FUND
9. PETROLIAM NASIONAL BERHAD
10. NATIONAL TRUST FUND (IFM MAYBANK)
11. KAF TACTICAL FUND
12. HONG LEONG ASSURANCE BERHAD
5 days ago
The main growth comes from the EMS segment as well as the HDD segment which has its tailwind of both AI and data centre growth. This narrative continues to be strong.
We expect double-digit growth in FYE2025 with new products offerings and existing orders that will propel the Group to invest more capital expenditure to meet this new demand
HDD Business
The Group continues to cater to the 3 MNCs in the space and mainly in the high capacity multi-platter disk drives which are in demand from data growth in AI and data centres. There is an industry move to migrate from aluminium based platters to glass as the upper limit of 40 Terra Byte (“TB”) per HDD will be reached soon. Beyond 40 TB drives, glass technology will be used for the next phase of high capacity drives and the Group is ready for such a transition. Notwithstanding that migration, it is expected the aluminium HDD business will continue for many more years.
Automotive Business
The switch from ICE cars to EV cars has increased significantly and will affect the automotive industry and with the recession in Europe and other parts of the world, it is experiencing headwinds and will likely grow in single-digit percentage.
EMS Business
Although we expect a slowing of the growth in this segment, it will be countered with new product components within the space and we expect double-digit growth in FYE2025.
5 days ago
ta5851 pls come to promote on Monday during trading hours.
Hv to test yr power..
5 days ago
Hahahaha ya ada wang wang u tak mau alamak lagi mau ah chee ah jor,betul betul joker wakaka
2 days ago
Three top tech firms on Tuesday announced that they will create a new company, called Stargate, to grow artificial intelligence infrastructure in the United States.
OpenAI CEO Sam Altman, SoftBank CEO Masayoshi Son and Oracle Chairman Larry Ellison appeared at the White House Tuesday afternoon alongside President Donald Trump to announce the company, which Trump called the “largest AI infrastructure project in history.”
The companies will invest $100 billion in the project to start, with plans to pour up to $500 billion Stargate in the coming years. The project is expected to create 100,000 US jobs, Trump said.
Stargate will build “the physical and virtual infrastructure to power the next generation of AI,” including data centers around the country, Trump said. Ellison said the group’s first, 1 million-square foot data project is already under construction in Texas.
AI leaders have for months been sounding the alarm that more data centers — as well as the chips and electricity and water resources to run them — are needed to power their artificial intelligence ambitions in the coming years.
“I think this will be the most important project of this era,” Altman said on Tuesday. “We wouldn’t be able to do this without you, Mr. President.”
Oracle is among the biggest US data center operators. And SoftBank has the kind of deep pockets needed to fund the expansion of AI infrastructure, which is expected to cost billions of dollars.
1 day ago
US Dow and tech futures continue to be in the green 💚 Trump's policy change is positive to AI related stocks !
1 day ago
So when is the big downslide coming, huh.
I hv heard that so many guys are so eagerly and so gingerly waiting to make a big raid at low.
4 hours ago
Seagate Technology (NASDAQ:STX) is a US-based data storage company, manufacturer, and distributor of hard disk drives and other data storage solutions.
https://www.insidermonkey.com/blog/why-seagate-technology-holdings-plc-stx-soared-on-wednesday-1430376/
1 hour ago
The infinite AI data loop.
AI both consumes and creates data. In fact, AI models improve by using trustworthy data — both data generated by the model itself and ingested from new data sources. This infinite loop of data production and consumption leads to smarter applications and better outputs.
This fundamentally changes the value of data and how we use it. Storing more data across this infinite loop makes for better AI.
https://www.seagate.com/as/en/innovation/ai/data-workflow/
1 hour ago
Storage and compute: tandem needs for AI workflows
https://www.seagate.com/as/en/blog/storage-and-compute-tandem-needs-for-ai-workflows/
1 hour ago
Drop more buy more.. I am sure the return will be better than the 3.6% per annum fd..accumulating mode..
49 minutes ago
That's the spirit
Follow Dr.Edwin's teachings strictly in Notion
U will eat free chicken rice till u vomit
17 minutes ago
to n for charlest, my fellow engine,
the most powerful words to GWS,
ATH or New.Blue.Sky:
pls write ur perfect essay in < 100 words.
then use it to prosper forever MORE in GWS...
12 minutes ago
kcchong was my super senior of civil in MU engine n long # phillip of sabah, 1 yr my junior in Mech.
both can write wontaiful england n super hyper LONG essays...
= u will be loss on the way reading, don't U?
There r 3 main types of stock players:
i. Swing traders
being specialists, they all know v well when to sell = meaning they plan their selling pt b4 each entry.
ii. Cyclical Investors = 1 buy 1 sell 1 dragon UP
i am 1 of this, a strong believer in Theory # 3 i.e. EW Theory.
Ytlp is the # 1 best GWS, Great Winning Stock in msia sejarah.
it flew non.stop to UNI yr 2 vs TG failed at std 6 on Aug 2020 till today.
Peter L of 1 up wallstreet said; in every GWS, there is a great biz, in its heydays.
The # 2 way, Theme.Play gives us the best GWS every cycle.
iii. Long term investors suffer to the max in KLSE stocks, except on
# 1 best way to money i.e. Perpetual Growing biz or stocks.
in msia i.e. MBB only n a few other banks.
WHY?
in each yr there r 5 to 8 super GWS.
when their prices reached the final euphoria peak = they all crashed badly!
bnl, mkt stat is still showing that
stocks go up 10% of its best time. the huge 90% of the time is down n or sideways.
all stock players put in lots of precious time to do stock research, is to avoid those
90% time of no money to make or holding to lose more with pain.
wisdom of top ancient-guru:
sir Templeton said, nobody loses by taking a Profit. stock dies of euphoria.
yahudi Bernard baruch's words, nobody can sell at the highest, only liars can.
https://www.tradingview.com/x/08aRISsY/
8 seconds ago
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Automotive. After recording modest growth in FY24 (+6.8% YoY), the automotive segment is poised for stronger performance in FY25, driven by two key factors: (i) the commencement of two new projects; and (ii) increased orders from its largest customer. The group will begin supplying solenoid valves to a South Korean client and car sensor mounts to a Vietnamese client associated with a prominent EV manufacturer in early 2025. These new projects are expected to contribute approximately RM2m and RM1.5m in monthly sales, respectively. Meanwhile, management is conservatively projecting single-digit growth in sales from its largest automotive customer, citing the ongoing downsizing trends among European automakers due to heightened competition from Chinese manufacturers. The group also notes that the anticipated shift in sales away from China to avoid tariff taxes has yet to fully materialize. With the recent US presidential election win by Trump and given his hard-line stance on China, this trend could accelerate and potentially exceed management's conservative projection
6 days ago