Michael Saw's comment on NOTION. All Comments

Michael Saw
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Notion科技女神 目标2.0-3.0 -之谈股论经
Kho Nyiap Hong
MS 兄,再次感谢您。 今天Notion稳步上升而且以最高姿态收市,希望明突破阻力,再次拉升。
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Michael Saw
Kho, 不客气. 我也很期待下一个高峰嘻嘻。
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Michael Saw
今天将是美满的一天,加油!
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Kho Nyiap Hong
加油加油。。。。。祝福大家 Heng, Ong, Huat!!!
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Samantha Sam
notion 要加油咯!我们在高峰等你
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ShareFutures LLC
pump it guys
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Cahaya Kesaksian Official
why go down?..
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Zhi Ming Yeo
Anyone know what happened
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Kho Nyiap Hong
Yeo, not sure. See RM 1.25 got support or not. Perhaps, it is a method to wash out those weak/short term holders.
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Zhi Ming Yeo
Hope it rises Kho
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Michael Saw
As far as I can see it is just normal retracement. 定点来。有子弹的今天应该是很好买入的机会。
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Kho Nyiap Hong
Yeo, RM 1.25 supported. Closing RM 1.27 still above MA 21, hope tomorrow slowly climbing up above MA 14.
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Kho Nyiap Hong
MS 兄,对对,大家要定定的。看看一下是不是庄家在敲盘把不定的散户给洗出去。以现在的价位才PE10,肯定是买入良机(在这之前您已经有分享和分析给大家了). 希望今天是巨量不破,后市必火?。祝福大家, Heng Ong Huat.
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Michael Saw
好的祝福大家来领圣诞节幸福满满荷包满满
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Lim Alan
请问是怎么算pe10的呢?
希望1.20有机会上车。。。嘻嘻
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Michael Saw
Lim, 是 Forward PE也要看股价在哪里。
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Lim Alan
哦,不过这个季度很差,下个季度会比较好吗?明年会不会接到很多DC的订单呢?
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Michael Saw
Q3 业绩是应为外汇亏损。来领业绩会很好
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Michael Saw
公司也预计明年业绩会增长20-25%
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Lim Alan
看来刚才错过上车机会了,。haizz
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Michael Saw
Lim, 股市上上下下很正常,公司生意好还是最终能把股价长期推上。
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Lim Alan
嗯嗯,还是觉得回调一点再进比较安全吧。。嘻嘻
可以知道您的长期tp吗?
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Michael Saw
还的跟自己舒适的方式。Hong Leong investment 2025 年target 是2.98
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Lim Alan
是的,对这只股还不是很了解,不过确实pe低很吸引人
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Michael Saw
YoY 和 QoQ联系3个季度突破新高。 Q3是因为外汇亏损不然YOY也是突破之前的。
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Cahaya Kesaksian Official
notion announce dividend
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Michael Saw
Malaysia's Jan-Nov trade rises 8.7 pct to RM2.62 trillion
NST Wed, Dec 18, 2024 12:21pm - 11 minutes


KUALA LUMPUR: Malaysia's trade from January to November 2024 reached its highest value ever for the 11-month period, growing by 8.7 per cent to RM2.62 trillion compared to the same period in 2023, said the Ministry of Investment, Trade, and Industry (MITI).

Exports rose by 4.7 per cent to RM1.36 trillion, while imports grew by 13.3 per cent to RM1.25 trillion, resulting in a trade surplus of RM117.94 billion.

"This positions the country on track to meet the Ministry of Finance's (MOF) growth forecast for trade, exports, and imports in 2024, which are set at 9.4 per cent, 5.6 per cent, and 13.8 per cent, respectively," it said.

In November 2024, trade recorded the 11th successive month of year-on-year (y-o-y) growth, expanding by 2.9 per cent to RM237.85 billion.

Exports increased for the second consecutive month, growing by 4.1 per cent to RM126.57 billion, and imports were higher by 1.6 per cent to RM111.28 billion.

The trade surplus recorded double-digit growth, rebounding by 26.3 per cent to RM15.29 billion, the highest value recorded in 14 months since October 2023 and the 55th successive month of surplus since May 2020.

According to MITI, the strong exports in November 2024 were supported by robust growth in key sectors, notably manufactured and agricultural goods, particularly electrical and electronic (E&E) products, palm oil and palm oil-based agricultural products, as well as machinery, equipment, and parts.

"Meanwhile, exports to the United States (US) surged to a new record high, while exports to Taiwan, Province of China (POC), grew significantly, fuelled by rising demand for E&E products, notably semiconductor devices and integrated circuits (ICs)," it said.

The ministry noted that the World Semiconductor Trade Statistics (WSTS) Organisation has revised upwards its global semiconductor sales projection for 2024 to 19 per cent from 16 per cent due to stronger performance in the E&E sector.

"While there have been positive developments in the nation's export performance, MITI and the Malaysia External Trade Development Corporation (MATRADE) are committed to further boosting export growth by proactively intensifying promotional efforts and exploring new markets for the success of Malaysian exports," it added.
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Zhi Ming Yeo
Dividend —— it will go down more??!!
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Michael Saw
why? ,.... ..
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Michael Saw
U got 1 cent dividend share price will adjust by 1 cent....
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Michael Saw
大家今天不冲都是在等待今晚FOMC meeting. 应该也是within expectation.
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Kho Nyiap Hong
MS 兄,期待。希望整个市场都是向北的。哈哈哈哈。
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Hsin Yang
美国明年维持高利息 usd走强 不应该是利好马国的科技export股吗?
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Michael Saw
对是利好,美国跌人人怕罢了。
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Michael Saw
昨天美股下跌原因是2025降息不如预期只是预期会降两次。因为消费和经济还很强担心降太多通胀会反弹。美股调整是件好事,之后又可以慢慢涨回去。
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Michael Saw
美元强对Notion出口是利多利多于弊。
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Michael Saw
Next year projection US interest rate at 3.4 (reasonable) instead of 2.9 projected earlier. Which mean 0.5 basic point for the 2 rate cut next year.
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Lim Alan
美元强对notion好,可是利率高对科技股就不好,是这样理解吗?
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Michael Saw
Notion net cash 利率高低没影响。美金对马币强就是利多经商环境。
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Michael Saw
对美股利率还是降只是没这样多而已。目前米国消费指数还是蛮强没有衰退倾向如果大力降息反而会拉高通胀倒是就麻烦大。所以适度降息是好事。
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Lim Alan
嗯嗯,确实很难拿捏降息力度,控制得好,美国经济就稳健发展,不然的话导致高通胀过后就会经济衰退了,不过2025很多人都看衰马来西亚,股市已经显示情况了,希望这只是暂时的。。
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Michael Saw
静观其变。。。。。。。。
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Michael Saw
来站上1.3就很美了。。。。
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Michael Saw
1.29 good........
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Michael Saw
kho, 你还在车上吗?今天很多人已经被洗出去了。
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chat strip
我又回来了 明天可以进场吗
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Kho Nyiap Hong
MS 兄,傍晚好。我一直还在车上呀。今天还有再上车,因为我相信您的分析与分享再加上自己去看过去的QR, Director’s Report, AI,Data centre 的大趋势,价位被低估了。所有的回調就是买进的良机。希望大家可以一起过个大肥年。
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Kho Nyiap Hong
CS 晚上好。其实RM 1.21 已经由强大阻力(之前好几次都过不了)变成了强大的支撑点. 所以今天接触了RM1.21后就来个反弹。希望明天来一个大阳柱。
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Michael Saw
大家好站上1.32又在冲呀。。。明年新年高峰见!
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Michael Saw
这股还是在上升轨道这次是完美调整嘻嘻嘻
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Michael Saw
暂时看到目前和明年Notion经商环境有优势,Hong Leong Investment 的TP 2.98保持不变。这里附近买的价就有底气收更长时间。祝大家一路顺风。
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Michael Saw
UWC 业绩出炉营业额大涨盈利也增加不少。为科技股带来第一个好消息。
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Kho Nyiap Hong
MS 兄,谢谢您。祝福大家 兴,旺,发。
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Michael Saw
日本仔不升息股市已经收复失地,刚公布美国GDP和消费继续强劲,等待老米圣诞前收复失地。
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Michael Saw
Aluminium products maker Winstar Capital Bhd (KL:WINSTAR) is expecting sales to grow in 2025, with the removal of China’s export tax rebates for aluminium products, and the upcoming implementation of the fifth iteration of Malaysia’s large scale solar programme (LSS5).

On Dec 1 this year, China removed the tax incentives not only for aluminium, but also copper, and certain oils and fats. It also lowered the rebate rates for refined oil, photovoltaic products and batteries from 13% to 9%. China
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Michael Saw
aluminium extrusion expected to grow strongly in 2025 after China removal of tax rebates for aluminium products n upcoming lss5. This is also super good news to Notion this could mean it has super high chance to secure the 500M aluminium extrusion projects from China partners.
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Michael Saw
+ upcoming Us import tax on China's products, 2025 will be a super busy year for Notion. Ganbateh..... Hope the price will retest 1.46 and toward the next high level.
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Michael Saw
Notion 的目标是在2026年要达到营业额1bil. 老板说过要达到这个目的他们需要扩充aluminium extrusion的领域。最近很多中国厂要迁移工厂,公司在和几家厂商谈着这些项目。最近中国取消铝出口津贴加上美国还有import tax 60%加快他们迁移脚步。所以现在就是万事俱备东风也来了。
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Kho Nyiap Hong
Good morning Michael. Thank you for your sharing. Have a great day ahead.
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Michael Saw
Most welcome! Good luck
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Michael Saw
PCE 0.1比预期 0.2 来的低看起来很不错是有机会反弹。两党如果能妥协budget就美美了。
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Michael Saw
美股大反弹,我们的圣诞星期目标1.8-2.0好像机会很大了。
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Kho Nyiap Hong
MS兄/各位,冬至快乐。希望我们的Notion 女神在下个星期展翅高飞。
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Michael Saw
Kho, 冬至快乐!......
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Michael Saw
大家早上好,很多人还没睡醒。。。。
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Zhi Ming Yeo
醒来了啦啊啊啊啊!哈哈哈
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Michael Saw
醒了可是眼镜张不开哈哈哈。。
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Lai Kim
Limit up today
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Michael Saw
大家早上好,今天太阳高照祝福大家一路顺风万事如意!
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Jeff Koh
今天有没有圣诞礼物呢
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Michael Saw
哈哈Jeff眼观应该放远一些。。祝你好运!
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Hsin Yang
才一小时show..
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Michael Saw
休息一下硬一整天也很幸苦嘻嘻
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Jeff Koh
软软 希望下个星期有进展 haha
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Kho Nyiap Hong
女神slow and steady, 吸筹后再冲。。。
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Michael Saw
女神盈利增长大,PE对比也低,可以带头冲的不一定是要跟着尾巴。。加油!
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PEK CHUAN TAN
可惜量还是不够大,可能还需要更多的量才能真正的大涨
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Michael Saw
假期期间有这个量算很强了。假期后就不得了哦
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Michael Saw
大家圣诞节愉快,再见!
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Kho Nyiap Hong
MS兄,Merry Christmas.
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Michael Saw
Kho, 圣诞快乐!。。。
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Michael Saw
今天祝这条船一帆风顺到达目的。祝大家心想事成万事如意!
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Kho Nyiap Hong
MS兄,谢谢您的祝福给大家。昨晚Nasdaq 重回两万点,相信对于女神明天的股价走势有一定程度的推动力。大家试目以待。祝大家兴,旺,发!!!
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Michael Saw
对已经休息完毕,又开始冲了。
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PEK CHUAN TAN
还是没有力,需要大大粒的伟哥
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Michael Saw
要两粒才够哈哈哈。。。。
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Michael Saw
吃了两粒威哥应该可以破1.4了吧
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PEK CHUAN TAN
2粒不能解决就是3粒的事而已。哈哈
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Michael Saw
哈哈哈。。。等下就破啦。。
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EYY
破了, Gogogo ?
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Michael Saw
是呀。。。一定破。。。加油
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PEK CHUAN TAN
来了,go go go
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Kho Nyiap Hong
RM1.40 八百多张一口就不见了。女神加油⛽
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Michael Saw
累积能量不好开玩笑。。。。
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Michael Saw
明天继续加油。。。。。。。。
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Kho Nyiap Hong
MS兄, 对咯。今天先Testing 一下阻力,明天再冲过。。。。
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Michael Saw
我只能用一句话来形容美国经济,行毛得顶。大家定点来, 明天继续往前冲!
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Michael Saw
Initial jobless claims in the US eased by 1,000 from the previous week to 219,000 in the second week of December, contrasting with market expectations that they would have risen to 224,000. It was the lowest reading since the near seven-month low of 213,000 from one month prior, suggesting that the US labor market remains tight ahead of the turn of the year, and so far aligning with the FOMC’s recent signal that inflation poses a bigger threat to the economy than a softening labor market, warran
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Michael Saw
美国经济没有放慢脚步继续增长,通胀降温和申请救济金也减少, 这些都会有利于股市。所以这就是为什么美国股市调整后又会再次破高点的原因。
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Michael Saw
我们的科技指数已经破64.86下一站就是要挑战69.7. 坐定定有钱挣。
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