2020年3月10日星期二

Notion 集团 0083 Rm0.84 投资

--NOTION(0083):NOTION VTEC BHD-概述
4周范围:0.71-1.38
52周范围:0.46-1.38
Notion Vtec Bhd是马来西亚的投资控股公司。该公司通过其子公司从事精密零件,工具和其他相关产品的制造和销售。此外,这些公司还从事表面处理,电解镍镀,铬镀,电镀以及金属或类似物质的阳极氧化处理。它的制造部门包括大量精密零件和工具的制造,包括设计,其他相关活动以及附带服务,这些服务也占收入的主要部分;投资部门包括投资控股和提供管理服务。它的大部分收入来自马来西亚市场,同时在其他国家/地区也有业务。
--NOTION集团(NOTION,0083,主板科技组)建议2送1比例派送至多1亿8807万8269股红股。
NOTION集团发文告表示,完成红股计划后股本将从3亿3572万8000股,扩大到至多5亿6423万4000股。
此红股计划预计在今年第二季完成。
--公司于31/12/2019的现金为6237万,借债为6266万,净负债为29万。
Roe%:5.63
Profit margin%:9.78
Nta :Rm1.26
Total shares:3.3645亿股








转贴:

(Icon) Notion VTec - Forget About The Virus, It Is Time To Rock and Roll

1. Bursa Dummy

How many of you know who is Bursa Dummy ? Put up your hand.

I see ... not many. Not surprised, as most of you are new here. Bursa Dummy used to blog about stocks and his articles were very well received in i3 from 2011 to 2018. (He stopped writing since 2018 due to other commitments).

Bursa Dummy has very good investing track record. I have high regard for him. If he asks me to sit, I will sit. If he asks me to run, I will run. 

After a two years hiatus, Bursa Dummy recently returned to the market. One of the stocks he wrote about is Notion.

http://bursadummy.blogspot.com/2020/02/notion-with-dyson.html



When he wrote about it on 2 February 2020, the price was approximately RM1.24. However, due to Covid-19, Notion is now trading at RM0.77.





2. Thoo Chow Fah

According to Bursa Dummy, Notion's Executive Chairman Thoo Chow Fah is a participant in i3 (please refer to Bursa Dummy's article). Sometime he will give out useful information through his commentaries. 



It is difficult to know whether it is indeed Thoo Chow Fah, but 888next's comments and information are very credible. I paid attention to what he said.



(Mr. Thoo)

According to Thoo, there will be a presentation in Penang on 14 March 2020 (to institutional investors ?).



For your information, 14 March is this coming Saturday. On top of that, the Company's EGM for the proposed Bonus Issue (one for two) as well as its AGM will be held on 17 March (Tuesday). So we can expect share price to get a bit excited in the coming one week.


3. Fundamentals ?

Notion has not performed well in the past. However, in 2018, their factory was burned down. They got huge payment from Insurance Company. With the money, they have set up new plants and machinery. In a certain way, this has given them certain edge over other industry players, allowing them to secure contracts from some MNCs.

Please refer to the following article for more info.





 




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