NOTION VTEC BHD
KLSE (MYR): NOTION (0083)
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Last Price
1.18
Today's Change
-0.03 (2.48%)
Day's Change
1.16 - 1.21
Trading Volume
1,477,600
Meeting
| Ann. Date | Date | Time | Type | Venue | View |
|---|
Discussions
31 people like this. Showing 50 of 17,292 comments
Ladies and gentlemen, the US Tech futures continue to be in green 💚 if you want early CNY angpow try now 🤫🍚🐓🍚🐓🎁🎁🤣🤣
6 days ago
Looking ahead, we anticipate Q1 FY2025 sales to align closely with Q4 FY2024 levels. With the introduction of new projects in the
automotive and EMS segments, we are optimistic about achieving sustainable growth, targeting a robust 20% to 25% revenue increase for
FY2025 compared to the current financial year
6 days ago
The revenue have continuously growth for straight 4 q, 2025 expected 20-25% growth, hence next few q will see some growth as well if nothing special happened.
6 days ago
Thoo says that, internally, Notion VTec aims to achieve a top line of RM500 million in FY2025 and double the target by FY2026.
“Overall, we are positive on the company’s outlook over the next five years in terms of top and bottom line. It is our board’s vision and hope to hit the RM1 billion revenue mark and we believe it should happen by FY2026 or beyond,” he elaborates.
6 days ago
Today's low for mother n son are 1.04 n 0.75
C if we will see lower low tmr or not
6 days ago
As long as no lower low than the worst could be over.....
Or else the Pre CNY sales party is still on....
6 days ago
Cam loo...all data center counters sell off including sub counters. Gone Bursa for the pre CNY cheap sales...
6 days ago
You xdapat lobster rice 🦞🍚 ka🤣🤣 yesterday bought today sell also got free lunch ma 😀
6 days ago
EMS is expected to be the major growth driver for FY25, primarily due to the continued ramp-up in the motor component business. Following the successful mass production of the motor casing for Customer D’s haircare products, the group is now in the process of mass-producing two additional motor components. For the uninitiated, motor components are divided into three main parts – shaft, housing, and impellers. Shaft has
the lowest ASP, followed by impeller, while housing commands the highest. As a direct supplier of motor components to Customer D, Notion is gaining market share from competitors, driven by its competitive pricing and the superior performance of its full aluminium solutions, which outperforms the plastic components traditionally used in the motor's inner parts. Plastic components, being softer, are prone to damage under high
speed RPM fluctuations, while full aluminium parts offer enhanced durability. In addition to supplying motor components for haircare products, the group is targeting larger motor components used in Customer D’s vacuum cleaners, aiming to secure all three parts. If successful, along with the mass production of two additional motor components, this could boost EMS revenue by an additional 25-30%. The group has allocated a capex of RM20-30m in FY25 to support the growth of its motor component business, with production primarily based at its Klang and Johor hubs.
6 days ago
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
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
5 days ago
ding dong ding dong = good money lor
Lu lagi belum faham ini hal juga gah
What la lu
5 days ago
If you bought 1.08 then sold 1.17 how much gain you made already leh
8.33% gain lor
5 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
1 day 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 !
23 hours 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.
7 minutes ago
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ta5851
Next quarter should be good quarter whitout forex losses, eps should be min 3.5cents. Revenue shoulb be around 140-150M
6 days ago