Wednesday, June 23, 2010

转战 NOTION

现在有点后悔 RM2.70 左右没有杀进去。看来要等的机会短期内还很渺茫。
为什么是 NOTION?
1。当然是 1-5 的 FREE WARRANT 啦
2。strong balance sheet
3。new capacity / product range
4。还是成长型公司

当然,不排除 ex-warrant 后,卖出母股/warrant 的可能做法。

9 comments:

edge2002 said...

1-5 free warrant是一送五吗?可是股价是会跟着调整吗??

Ohaiyo said...

每5只母股, 送一凭单. Warrant is free, but yet to determine the ex price. Warrant will not affect NOTION mother share price. But once warrant being exercise, it will dilute the mother share EPS.

Titep said...

eh...寒江兄也对notion有兴趣?

notion现在是我的top monitoring list之一
我也觉得他在未来几年应该是成长型的。

那时候本来有想过如果低过rm2.50进一点
可惜 苏州过后无船搭 唉

Ohaiyo said...

我认识 Notion 是蛮久以前了,应该是刚上市不久。在 insider asia 的 portfolio 看到对它的分析。可是,碍于科技股,我不敢买。

*你怎么知道我在论坛的 ID?

Titep said...

前辈你忘了你给过我关于买车的建议,谢谢你 :p
我上个星期拿到我的viva了,希望它乖乖陪我很多年。

如果我的留言给前辈带来困扰
请毫不客气的删除它 ....

Ohaiyo said...

我不是什么前辈。只是小人物一个。大家交流交流就好。我不太喜欢曝光,怕麻烦。熟悉如版主的你,就无所谓。这边就不必把我的 ID 引出来了。

Ohaiyo said...

NOTION 的 EX 价出来了。 大约换算,只有 3% 左右的利息。进不进, 就见人见智了。

Ng Khai said...

Dear Mr xxxxx,

Thank you for your email and request for advice.

We feel sorry that your investment in our stock has tanked. We really are not aware of when investors buy in and sell out and also usually not on our invitation.

If its any consolation to investors, the major shareholders are sitting on a more than RM100 mil paper loss and being closed period we cant even act.

Both RHB and ECMLibra has come out with downgrading reports with Target Price of RM2.07 and RM1.85 respectively. This assumes their views are correct and obviously the market has taken cognizance of these reports since the mid day price was RM2.09. It is probably too late to sell now.

Notion is releasing results Q3 2010 on Thursday evening 5 Aug 2010; why don’t you wait for the results and then observe how the market will react? My view is that the share price on Friday will reflect the results and therefore at that point why don’t you consider averaging?

But this may mean a waiting time for 3 quarters and unless you have the patience Notion stock may not be your cup of tea in which case you need to decide when to sell to cut loss.

Investors should never buy a stock based on free whatever is given, they need to know the fundamentals and the key risks of the business before buying any stock.

Thank you.

Best regards

xxxxxxxxxxxxxxx
Notion VTec Bhd

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