|
发表于 16-3-2008 02:25 PM
|
显示全部楼层
回复 83# invest_klse 的帖子
开发SLR Camera 和 EBS的Sales Team是否同一组人。要观察它的销售队伍。 |
|
|
|
|
|
|
|
楼主 |
发表于 16-3-2008 02:48 PM
|
显示全部楼层
|
|
|
|
|
|
|
发表于 16-3-2008 03:20 PM
|
显示全部楼层
回复 85# invest_klse 的帖子
如果我是那家公司的老板,我希望有2组人马。因为这代表人才比较足够。如果只有一组人,也许会在追求业绩发展的时候,分身乏术。另外,当TEAM跳槽到敌对公司时,也会造成伤害。因此,我希望SalesTEAM有多于一组人。 |
|
|
|
|
|
|
|
楼主 |
发表于 16-3-2008 04:44 PM
|
显示全部楼层
回复 86# tan81 的帖子
根据 FY2007 annual report,
Director 当中,负责 marketing 的是 Lee Tian Yoke。
Key Management 当中, 有两个 Business Development Manager:Cheah King yoong,John Chua Heng Siang。
这样算不算有两个Team? |
|
|
|
|
|
|
|
发表于 16-3-2008 04:59 PM
|
显示全部楼层
回复 87# invest_klse 的帖子
要问他们,和见过才知道。 谢谢这些名字。会很有用。 |
|
|
|
|
|
|
|
发表于 28-3-2008 06:14 PM
|
显示全部楼层
Submitting Merchant Bank
:
HWANG-DBS INVESTMENT BANK BERHAD
Company Name
:
NOTION VTEC BERHAD (MESDAQ Market)
Stock Name
:
NOTION
Date Announced
:
28/03/2008
Type
:
Announcement
Subject
:
NOTION VTEC BERHAD (“NVB” or the “Company”)
- Proposed Bonus Issue
- Proposed Amendments to the Articles of Association of NVB
- Proposed Transfer of Listing
Contents
:
On behalf of the Board of Directors of NVB, HwangDBS Investment Bank Berhad (formerly known as Hwang-DBS Investment Bank Berhad) is pleased to announce that NVB proposes to undertake the following:
(i) proposed bonus issue of 117,263,904 new ordinary shares of RM0.10 each in NVB (“NVB Shares”), to be credited as fully paid-up on the basis of one (1) new NVB Share for every five (5) existing NVB Shares held (“Proposed Bonus Issue”);
(ii) proposed amendments to the Articles of Association (“Articles”) of NVB (“Proposed Amendments to Articles”); and
(iii) proposed transfer of the listing of and quotation for the entire issued and paid-up share capital of NVB from the MESDAQ Market to the Main Board of Bursa Malaysia Securities Berhad (“Proposed Transfer”).
The Proposed Bonus Issue, Proposed Amendments to Articles and Proposed Transfer shall collectively be referred to as the Proposals.
The details of the Proposals are set out in the attachment.
This announcement is dated 28 March 2008.
Attachments
:
Announcement.pdf |
|
|
|
|
|
|
|
发表于 28-3-2008 06:15 PM
|
显示全部楼层
|
|
|
|
|
|
|
发表于 28-3-2008 06:17 PM
|
显示全部楼层
回复 88# tan81 的帖子
哟,好消息咯。。。 |
|
|
|
|
|
|
|
发表于 28-3-2008 06:20 PM
|
显示全部楼层
|
|
|
|
|
|
|
发表于 28-3-2008 07:05 PM
|
显示全部楼层
新闻。
28-03-2008: Notion considers reviving regional expansion plans
By Ellina Badri
KUALA LUMPUR: Notion Vtec Bhd, which makes components for hard disk drives (HDD), cameras and other devices, will be looking at reviving its regional expansion plans this year with a possible move into Thailand, its executive chairman Thoo Chow Fah said.
Thoo said: “We will look at Thailand this year, in a small way. We may consider investing a couple of million ringgit into establishing a plant there.”
He said Notion’s regional plans had been put on hold due to the recent political upheaval in Thailand, but the company could now re-look at its plans as the situation in the country appeared more stable.
A plant in Thailand would be its first overseas, and would cater for its existing customers there, Thoo told reporters after Notion's AGM here yesterday.
Thailand represented Notion’s largest export market, while it also exported to China and Japan. Exports contributed to between 80% and 90% of its revenue, Thoo said.
Notion was also in the midst of concluding a deal with Germany auto parts manufacturer, Continental Group, to provide parts for electronic braking systems, he said.
He said the contract, due to commence next month, was expected to positively impact its financial year ending Sept 30, 2008 and contribute significantly to revenue in FY09.
Meanwhile, Thoo said Notion had not seen a fall in orders for the supply of its products, adding the emerging markets, including Russia, Brazil, South Africa and India, which its customers sold their products to, appeared to have picked up the slack from the slowdown in larger economies, such as the United States.
He also said the company had extended the hedging of its US dollar revenue until the end of next year, to mitigate the downtrend of the currency. Notion had initially sold forward much of its US dollar contracts between RM3.35 and RM3.45 up to September 2008.
He said however, the company would hedge in intervals to ensure it secured the best prices.
In the year ahead, Thoo said the company expected to achieve “strong double-digit growth” in sales, driven by its anti-disk components, which fall under its HDD segment, as well as by sales of lenses for digital single lens reflex (SLR) cameras.
He added the HDD segment would continue to be the company’s bread and butter, and it would look into providing new offerings and applications, such as components for surveillance and archiving equipment.
The SLR camera component segment was also expected to play a bigger role this year, with robust demand for the finished product from consumers due to major events such as the Beijing Olympics, Euro 2008 championships and the Formula 1 Grand Prix season, he said.
Thoo said its product mix for FY08 would retain industrial products at 20%, but the percentage for HDD would decrease to 45% from 49% and conversely the SLR camera ratio would increase to 35% from 31%.
http://www.theedgedaily.com/cms/ ... a-37165f00-f8748e91 |
|
|
|
|
|
|
|
楼主 |
发表于 29-3-2008 09:27 AM
|
显示全部楼层
|
|
|
|
|
|
|
发表于 29-3-2008 10:56 AM
|
显示全部楼层
Notion, 在这行的人都知道现在DUFU已开始比他强,notion 好像还有个private placement 还在进行着,小心查证一下哦。
小结: 小弟看到现在的notion 及dufu 还不是投资,或投机的主流,假如有笔钱可以吨货,还可以吧,但是别期望它会短期因为前景而飙高,因为:
1. USA 还好像在reccession, spending 减少,自然影响IT 用品,自己看几大IT龙头都下调盈利 ( Penang western digital 也刚裁员)
2. Oil + inflation 高企的年代, global IT spending ( consumer and corporate )必定减少。
3. USD depreciation 不懂会不会影响呢?
4. Notion 的 private placement 或土著30% 符合了吗? Dufu 的盈利大家有分享到吗? (好像还没dividend 哦) |
|
|
|
|
|
|
|
发表于 29-3-2008 11:38 AM
|
显示全部楼层
回复 93# 小股民 的帖子
建议你爬完这个帖。多谢你的好意,我们都讨论过这些要点了。
InvestKLse,愿意分享一下,你打算出的价钱做参考吗?
我认为它开始转板,就会有基金开始建仓了。
我们是没有必要期待它的溢价,可是却可能丧失在基金进场前,持有它。
目前,低过10X的本益比,我认为是合理的。 |
|
|
|
|
|
|
|
发表于 29-3-2008 12:55 PM
|
显示全部楼层
有做假账的嫌疑,应该是出现少数灌水来美化账目的技巧。如果没有,就应该是业务出现问题。 |
|
|
|
|
|
|
|
发表于 30-3-2008 10:48 PM
|
显示全部楼层
很多基金早已经是它的大股东了!
# SHAREHOLDER SHARES HELD
1 CHOO WING HONG
2 KOPERASI PERMODALAN FELDA BHD
3 CHOO WING ONN
4 THOO CHOW FAH
5 LEE TIAN YOKE
6 PERBADANAN NASIONAL BHD
7 ALLIANCEGROUP NOMS SB PHEIM ASSET MGMT SB - EPF
8 CHOO WING LEONG
9 CHOO WING KIN
10 CHOO WING YEW
11 CHOO WAI SOOK
12 MSIA NOMS SB GREAT EASTERN LIFE ASS.BHD
13 LEMBAGA TABUNG ANGKATAN TENTERA
14 MSIA NOMS SB GREAT EASTERN LIFE ASS. BHD
15 AMMB NOMS SB AMTRUSTEE BHD - HLG STRATEGIC FUND
16 MAYBAN NOMS SB PLED SEC ACC - SIN AH MOOI
17 MSIA NOMS SB GREAT EASTERN LIFE ASS. BHD
18 HSBC NOMS SB EXEMPT AN-HSBC PTE BANK S.A.
19 GOH KIM CHEOK
20 RHB CAP.NOMS SB PLED SEC ACC - OH KIM SUN
21 MOHD RADZUAN BINAB HALIM
22 CHAN CHI KUANG @ CHAN CHEE KHEONG
23 LEE CHEE KEONG
24 CIMSEC NOMS SB ING ASIA PTE BANK LTD-GEORGE YORGO FILMERIDIS
25 YONG SWE LAN
26 KE-ZAN NOMS SB KIM ENG SEC PTE LTD-OOI THEAN SENG DOUGLAS
27 MAYBAN NOMS SB PLED SEC ACC - MOHD RADZUAN BIN AB HALIM
28 MSIA NOMS SB GREAT EASTERN LIFE ASS. BHD
29 JF APEX NOMS SB PLED SEC ACC - PEH KENG LEA
30 MD SHARIF BIN SHAMSUDDIN
[ 本帖最后由 chunghiung 于 30-3-2008 10:50 PM 编辑 ] |
|
|
|
|
|
|
|
发表于 30-3-2008 10:50 PM
|
显示全部楼层
回复 96# chunghiung 的帖子
谢谢你资料。百分比有多高? 这样看不出分别。谢谢。 |
|
|
|
|
|
|
|
发表于 30-3-2008 10:53 PM
|
显示全部楼层
回复 97# tan81 的帖子
Shares Outstanding Largest 30 Shareholders Balance Float
586,319,520 491,940,560 16.10 % |
|
|
|
|
|
|
|
发表于 31-3-2008 12:57 AM
|
显示全部楼层
原帖由 chunghiung 于 30-3-2008 10:53 PM 发表
Shares Outstanding Largest 30 Shareholders Balance Float
586,319,520 491,940,560 16.10 %
能否教下要如何得到这类资讯(其他公司)?? |
|
|
|
|
|
|
|
发表于 31-3-2008 08:54 AM
|
显示全部楼层
原帖由 xiaoji 于 31-3-2008 12:57 AM 发表
能否教下要如何得到这类资讯(其他公司)??
应该是 OSK 里抄来的 !!! |
|
|
|
|
|
|
|
发表于 1-4-2008 01:54 PM
|
显示全部楼层
31-03-2008: US semiconductor firms to stay
by Yong Yen Nie
Email us your feedback at fd@bizedge.com
KUALA LUMPUR: US-based semiconductor companies are not likely to move their operations out of Malaysia, mainly due to the country’s highly skilled labour, in the wake of the new political landscape following the recent general election.
American Malaysian Chamber of Commerce president Vincent Leusner said US-based companies operating in the country were not likely to move to other countries in the region, as they were in the “high-end manufacturing” line and needed skilled labour to run the operations.
“Although countries such as Vietnam may have lower operating costs, their labour force is not as competitive as Malaysia’s, especially in the semiconductor line, which requires highly skilled employees.
“With highly trained employees here, companies would not need to invest significantly for training, thus costs could be lowered as well,” Leusner told The Edge in a telephone interview.
He added that US-based companies here did not face high staff turnover and wage-inflation issues compared with China.
Currently, there are 29 US-based electronics and electrical manufacturing companies operating in the country, including Penang Seagate Industries (M) Sdn Bhd and Agilent Technologies Microwave Products (M) Sdn Bhd.
Leusner said the formation of the new state government in Penang was unlikely to affect these companies’ business there, as he believed the government would not introduce policies that were unfavourable to international businessmen.
He said: “Some US companies have been operating in Penang for almost 40 years, and I don’t think there will be any change in sentiment among them, as Penang is still a place with good infrastructure to conduct businesses in.” |
|
|
|
|
|
|
| |
本周最热论坛帖子
|