View Future GrowthNotion VTec Berhad 過去の業績過去 基準チェック /06Notion VTec Berhadは31.4%の年平均成長率で業績を伸ばしているが、Electronic業界はgrowingで8.4%毎年増加している。売上は成長しており、年平均11%の割合である。主要情報31.43%収益成長率31.29%EPS成長率Electronic 業界の成長22.02%収益成長率10.95%株主資本利益率-1.72%ネット・マージン-1.53%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 26Second quarter 2026 earnings released: RM0.008 loss per share (vs RM0.01 profit in 2Q 2025)Second quarter 2026 results: RM0.008 loss per share (down from RM0.01 profit in 2Q 2025). Revenue: RM106.6m (down 8.4% from 2Q 2025). Net loss: RM4.29m (down 184% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 25First quarter 2026 earnings released: RM0.004 loss per share (vs RM0.024 profit in 1Q 2025)First quarter 2026 results: RM0.004 loss per share (down from RM0.024 profit in 1Q 2025). Revenue: RM121.1m (down 3.9% from 1Q 2025). Net loss: RM2.26m (down 118% from profit in 1Q 2025). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: RM0.033 (down from RM0.082 in FY 2024). Revenue: RM487.6m (flat on FY 2024). Net income: RM17.1m (down 60% from FY 2024). Profit margin: 3.5% (down from 8.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 25Full year 2025 earnings released: EPS: RM0.044 (vs RM0.082 in FY 2024)Full year 2025 results: EPS: RM0.044 (down from RM0.082 in FY 2024). Revenue: RM487.6m (flat on FY 2024). Net income: RM17.2m (down 60% from FY 2024). Profit margin: 3.5% (down from 8.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 22Third quarter 2025 earnings released: RM0.002 loss per share (vs RM0.039 profit in 3Q 2024)Third quarter 2025 results: RM0.002 loss per share (down from RM0.039 profit in 3Q 2024). Revenue: RM114.4m (down 16% from 3Q 2024). Net loss: RM922.0k (down 105% from profit in 3Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 28Second quarter 2025 earnings released: EPS: RM0.01 (vs RM0.027 in 2Q 2024)Second quarter 2025 results: EPS: RM0.01 (down from RM0.027 in 2Q 2024). Revenue: RM116.4m (up 4.3% from 2Q 2024). Net income: RM5.10m (down 64% from 2Q 2024). Profit margin: 4.4% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesReported Earnings • May 26Second quarter 2026 earnings released: RM0.008 loss per share (vs RM0.01 profit in 2Q 2025)Second quarter 2026 results: RM0.008 loss per share (down from RM0.01 profit in 2Q 2025). Revenue: RM106.6m (down 8.4% from 2Q 2025). Net loss: RM4.29m (down 184% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • May 11What Is Notion VTec Berhad's (KLSE:NOTION) Share Price Doing?Notion VTec Berhad ( KLSE:NOTION ), is not the largest company out there, but it received a lot of attention from a...Buy Or Sell Opportunity • Apr 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to RM0.46. The fair value is estimated to be RM0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 978% in the next 2 years.Buy Or Sell Opportunity • Feb 26Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to RM0.45. The fair value is estimated to be RM0.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 978% in the next 2 years.Reported Earnings • Feb 25First quarter 2026 earnings released: RM0.004 loss per share (vs RM0.024 profit in 1Q 2025)First quarter 2026 results: RM0.004 loss per share (down from RM0.024 profit in 1Q 2025). Revenue: RM121.1m (down 3.9% from 1Q 2025). Net loss: RM2.26m (down 118% from profit in 1Q 2025). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: RM0.033 (down from RM0.082 in FY 2024). Revenue: RM487.6m (flat on FY 2024). Net income: RM17.1m (down 60% from FY 2024). Profit margin: 3.5% (down from 8.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 22Notion VTec Berhad, Annual General Meeting, Mar 05, 2026Notion VTec Berhad, Annual General Meeting, Mar 05, 2026, at 09:30 Singapore Standard Time. Location: ballroom 1, level g, premiere hotel, bandar bukit tinggi 1/ks6, jalan langat, 41200 klang, selangor darul ehsan, Malaysia分析記事 • Jan 07What Is Notion VTec Berhad's (KLSE:NOTION) Share Price Doing?Notion VTec Berhad ( KLSE:NOTION ), might not be a large cap stock, but it saw a decent share price growth of 20% on...分析記事 • Dec 09What You Can Learn From Notion VTec Berhad's (KLSE:NOTION) P/E After Its 26% Share Price CrashNotion VTec Berhad ( KLSE:NOTION ) shares have retraced a considerable 26% in the last month, reversing a fair amount...Reported Earnings • Nov 25Full year 2025 earnings released: EPS: RM0.044 (vs RM0.082 in FY 2024)Full year 2025 results: EPS: RM0.044 (down from RM0.082 in FY 2024). Revenue: RM487.6m (flat on FY 2024). Net income: RM17.2m (down 60% from FY 2024). Profit margin: 3.5% (down from 8.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 18We Ran A Stock Scan For Earnings Growth And Notion VTec Berhad (KLSE:NOTION) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Oct 31Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to RM0.75. The fair value is estimated to be RM0.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.分析記事 • Oct 19Notion VTec Berhad (KLSE:NOTION) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (RM373.3m market cap, or US$88.3m).Buy Or Sell Opportunity • Oct 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to RM0.72. The fair value is estimated to be RM0.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.分析記事 • Sep 30Notion VTec Berhad's (KLSE:NOTION) P/E Is Still On The Mark Following 26% Share Price BounceNotion VTec Berhad ( KLSE:NOTION ) shareholders would be excited to see that the share price has had a great month...Major Estimate Revision • Aug 28Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM508.3m to RM486.1m. EPS estimate also fell from RM0.068 per share to RM0.049 per share. Net income forecast to grow 78% next year vs 21% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.14 to RM0.58. Share price fell 2.9% to RM0.51 over the past week.Reported Earnings • Aug 22Third quarter 2025 earnings released: RM0.002 loss per share (vs RM0.039 profit in 3Q 2024)Third quarter 2025 results: RM0.002 loss per share (down from RM0.039 profit in 3Q 2024). Revenue: RM114.4m (down 16% from 3Q 2024). Net loss: RM922.0k (down 105% from profit in 3Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jun 23Price target decreased by 54% to RM1.14Down from RM2.46, the current price target is provided by 1 analyst. New target price is 98% above last closing price of RM0.57. Stock is down 75% over the past year. The company is forecast to post earnings per share of RM0.068 for next year compared to RM0.082 last year.Board Change • Jun 23Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. 3 independent directors (5 non-independent directors). Independent & Non Executive Director Alvin Vong was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • May 28Second quarter 2025 earnings released: EPS: RM0.01 (vs RM0.027 in 2Q 2024)Second quarter 2025 results: EPS: RM0.01 (down from RM0.027 in 2Q 2024). Revenue: RM116.4m (up 4.3% from 2Q 2024). Net income: RM5.10m (down 64% from 2Q 2024). Profit margin: 4.4% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 27Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM517.0m to RM472.0m. EPS estimate also fell from RM0.114 per share to RM0.10 per share. Net income forecast to grow 18% next year vs 16% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM2.46 to RM2.14. Share price fell 7.2% to RM0.64 over the past week.分析記事 • May 14Returns Are Gaining Momentum At Notion VTec Berhad (KLSE:NOTION)What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Mar 20Is Now An Opportune Moment To Examine Notion VTec Berhad (KLSE:NOTION)?Notion VTec Berhad ( KLSE:NOTION ), might not be a large cap stock, but it saw a double-digit share price rise of over...分析記事 • Feb 26We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Notion VTec Berhad's (KLSE:NOTION) CEO For NowKey Insights Notion VTec Berhad to hold its Annual General Meeting on 5th of March Salary of RM1.13m is part of CEO...Major Estimate Revision • Feb 25Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM554.3m to RM486.2m. EPS estimate fell from RM0.116 to RM0.095 per share. Net income forecast to grow 12% next year vs 28% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM2.93 to RM1.70. Share price fell 16% to RM0.79 over the past week.New Risk • Feb 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM436.4m (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (RM436.4m market cap, or US$98.5m).分析記事 • Feb 19Some Notion VTec Berhad (KLSE:NOTION) Shareholders Look For Exit As Shares Take 26% PoundingNotion VTec Berhad ( KLSE:NOTION ) shares have had a horrible month, losing 26% after a relatively good period...Price Target Changed • Feb 19Price target decreased by 42% to RM1.70Down from RM2.93, the current price target is an average from 2 analysts. New target price is 95% above last closing price of RM0.87. Stock is up 176% over the past year. The company is forecast to post earnings per share of RM0.095 for next year compared to RM0.082 last year.New Risk • Feb 14New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change).分析記事 • Jan 28Notion VTec Berhad (KLSE:NOTION) Shares Could Be 46% Below Their Intrinsic Value EstimateKey Insights Notion VTec Berhad's estimated fair value is RM1.98 based on 2 Stage Free Cash Flow to Equity Notion VTec...Reported Earnings • Jan 23Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: RM0.082 (up from RM0.087 loss in FY 2023). Revenue: RM488.0m (up 41% from FY 2023). Net income: RM42.7m (up RM87.8m from FY 2023). Profit margin: 8.8% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 16Notion VTec Berhad, Annual General Meeting, Mar 05, 2025Notion VTec Berhad, Annual General Meeting, Mar 05, 2025, at 09:30 Singapore Standard Time. Location: ballroom 3,level 1, wyndham acmar klang hotel, no.1-g_1, jalan persiaran bukit raja 2/ku1, bandar baru klang, 41150 klang, selangor darul ehsan, MalaysiaValuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to RM1.17, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electronic industry in Malaysia. Total returns to shareholders of 200% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.98 per share.分析記事 • Jan 09Here's Why Notion VTec Berhad (KLSE:NOTION) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Dec 26Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 02 January 2025. Payment date: 15 January 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Malaysian dividend payers (5.1%). Lower than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to RM1.34, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Electronic industry in Malaysia. Total returns to shareholders of 308% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.98 per share.Reported Earnings • Nov 28Full year 2024 earnings released: EPS: RM0.087 (vs RM0.087 loss in FY 2023)Full year 2024 results: EPS: RM0.087 (up from RM0.087 loss in FY 2023). Revenue: RM488.0m (up 41% from FY 2023). Net income: RM44.9m (up RM89.9m from FY 2023). Profit margin: 9.2% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 27Notion Vtec Berhad Declares Second Interim Single-Tier Dividend for the Financial Year Ended 30 September 2024Notion VTec Berhad declared a second interim single-tier dividend of 1.00 sen per ordinary share in respect of the financial year ended 30 September 2024.分析記事 • Nov 14Subdued Growth No Barrier To Notion VTec Berhad (KLSE:NOTION) With Shares Advancing 26%Those holding Notion VTec Berhad ( KLSE:NOTION ) shares would be relieved that the share price has rebounded 26% in the...分析記事 • Nov 06Notion VTec Berhad (KLSE:NOTION) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • Aug 21Notion VTec Berhad (KLSE:NOTION) May Have Run Too Fast Too Soon With Recent 26% Price PlummetNotion VTec Berhad ( KLSE:NOTION ) shares have retraced a considerable 26% in the last month, reversing a fair amount...分析記事 • Aug 07These 4 Measures Indicate That Notion VTec Berhad (KLSE:NOTION) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Aug 06Third quarter 2024 earnings released: EPS: RM0.039 (vs RM0.004 in 3Q 2023)Third quarter 2024 results: EPS: RM0.039 (up from RM0.004 in 3Q 2023). Revenue: RM135.5m (up 63% from 3Q 2023). Net income: RM20.2m (up RM18.3m from 3Q 2023). Profit margin: 15% (up from 2.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Jul 25Now 21% undervaluedOver the last 90 days, the stock has risen 245% to RM2.00. The fair value is estimated to be RM2.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jul 17Notion VTec Berhad Announces Resignation of Florian, Louis, Raymond Gineste as Chief Operating OfficerNotion VTec Berhad announced the resignation of FLORIAN, LOUIS, RAYMOND GINESTE as Chief Operating Officer. Age 35, Date of change 15 July 2024. Reason Due to personal and family reasons and that his roles have been taken over by internal management without loss of operational continuity.Buy Or Sell Opportunity • Jul 09Now 20% undervaluedOver the last 90 days, the stock has risen 351% to RM2.03. The fair value is estimated to be RM2.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Jun 20Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 12 July 2024. Trailing yield: 1.0%. Lower than top quartile of Malaysian dividend payers (4.6%). Lower than average of industry peers (1.7%).分析記事 • Jun 13Notion VTec Berhad (KLSE:NOTION) Stock Rockets 195% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Notion VTec Berhad ( KLSE:NOTION ) shares have been powering on, with a gain of 195% in...Buy Or Sell Opportunity • May 24Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 175% to RM1.21. The fair value is estimated to be RM0.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • May 21Second quarter 2024 earnings released: EPS: RM0.027 (vs RM0.015 loss in 2Q 2023)Second quarter 2024 results: EPS: RM0.027 (up from RM0.015 loss in 2Q 2023). Revenue: RM111.6m (up 32% from 2Q 2023). Net income: RM14.0m (up RM21.8m from 2Q 2023). Profit margin: 13% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • Apr 29Notion VTec Berhad's (KLSE:NOTION) 30% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, Notion VTec Berhad ( KLSE:NOTION ) shares have been powering on, with a gain of 30% in...分析記事 • Feb 23It Looks Like Notion VTec Berhad's (KLSE:NOTION) CEO May Expect Their Salary To Be Put Under The MicroscopeKey Insights Notion VTec Berhad will host its Annual General Meeting on 1st of March CEO William Choo's total...分析記事 • Feb 22Notion VTec Berhad's (KLSE:NOTION) Shares Climb 44% But Its Business Is Yet to Catch UpNotion VTec Berhad ( KLSE:NOTION ) shareholders have had their patience rewarded with a 44% share price jump in the...Reported Earnings • Feb 22First quarter 2024 earnings released: EPS: RM0.016 (vs RM0.007 loss in 1Q 2023)First quarter 2024 results: EPS: RM0.016 (up from RM0.007 loss in 1Q 2023). Revenue: RM93.8m (up 13% from 1Q 2023). Net income: RM8.02m (up RM11.7m from 1Q 2023). Profit margin: 8.6% (up from net loss in 1Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Jan 28Full year 2023 earnings released: RM0.087 loss per share (vs RM0.018 profit in FY 2022)Full year 2023 results: RM0.087 loss per share (down from RM0.018 profit in FY 2022). Revenue: RM345.3m (up 3.3% from FY 2022). Net loss: RM45.0m (down RM54.4m from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Jan 24Notion VTec Berhad, Annual General Meeting, Mar 01, 2024Notion VTec Berhad, Annual General Meeting, Mar 01, 2024, at 09:30 Singapore Standard Time. Location: Tricor Business Centre, Manuka 2 & 3 Meeting Room, Unit 29-01, Level 29, Tower A, Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi, 59200 Kuala Lumpur Kuala Lumpur Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 30 September 2023 together with the Reports of the Directors and Auditors thereon; . To re-elect the following Directors who are retiring in accordance with Clause 95 of the Constitution of the Company.お知らせ • Nov 30Notion Vtec Berhad Reports Impairment Results for the Quarter Ended September 30, 2023Notion VTec Berhad reported impairment results for the quarter ended September 30, 2023. for the quarter, the company reported Impairment loss on property, plant and equipment of MYR 30,696,000 against MYR 2,785,000 a year ago.Reported Earnings • Nov 29Full year 2023 earnings released: RM0.088 loss per share (vs RM0.018 profit in FY 2022)Full year 2023 results: RM0.088 loss per share (down from RM0.018 profit in FY 2022). Revenue: RM351.1m (up 5.1% from FY 2022). Net loss: RM45.6m (down RM55.0m from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 34% per year whereas the company’s share price has fallen by 32% per year.お知らせ • Nov 29+ 1 more updateNotion VTec Berhad Announces Re-Designation of Alvin Vong Chen Weng, Member of Remuneration Committee as Independent and Non-Executive Chairman of Remuneration CommitteeNotion VTec Berhad announced re-designation of Mr. Alvin Vong Chen Weng, member of remuneration committee as independent and non-executive chairman of remuneration committee. Date of change is 27 November 2023. Age: 41. Composition of remuneration committee (Name and Directorate of members after change); Chairman: Mr. Alvin Vong Chen Weng (Independent Non-Executive Director); Members: Dato' Abu Bakar Bin Mohd Nor (Independent Non-Executive Director); Ms. Teh Su-Ching (Independent Non-Executive Director).New Risk • Aug 17New major risk - Revenue and earnings growthEarnings have declined by 54% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 54% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RM157.3m market cap, or US$34.0m).Reported Earnings • Aug 17Third quarter 2023 earnings released: EPS: RM0.004 (vs RM0.003 in 3Q 2022)Third quarter 2023 results: EPS: RM0.004 (up from RM0.003 in 3Q 2022). Revenue: RM83.2m (up 2.3% from 3Q 2022). Net income: RM1.82m (up 4.1% from 3Q 2022). Profit margin: 2.2% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.お知らせ • Jun 24Notion Vtec Berhad Appoints Florian, Louis, Raymond Gineste as Chief Operating OfficerNotion VTec Berhad appointed FLORIAN, LOUIS, RAYMOND GINESTE as Chief Operating Officer. Age is 34. Date of change is 23 June 2023. Masters done in Engineering Sciences in University of Poitiers. Degree done on Engineering from cole Nationale Sup-rieure de M-canique et d'A-rotechnique (ENSMA) 2014 - 2016. Company: Safran S.A. Position Held: Research and Development Engineer 2017 - 2018 Company: Peugeot S.A. Position Held: Engine Component Design and Product Engineer 2018 - 2020. Company: BorgWarner Inc. Position Held: Product Line Purchasing Leader 2021 - 2022. Company: Windeco S.A. Position Held: Global Sales Engineering Manager 2022 - 2022. Company: TPG Industry Position Held: Chief Executive Officer. 2022 - PresentCompany: Notion Venture Sdn Bhd Position Held: Key Account Manager.分析記事 • May 24Is Notion VTec Berhad (KLSE:NOTION) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 21Second quarter 2023 earnings released: RM0.015 loss per share (vs RM0.002 loss in 2Q 2022)Second quarter 2023 results: RM0.015 loss per share (further deteriorated from RM0.002 loss in 2Q 2022). Revenue: RM84.7m (up 8.9% from 2Q 2022). Net loss: RM7.77m (loss widened RM6.51m from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • May 20Notion VTec Berhad Announces Resignation of Evelyn Tan Li Yi as Joint SecretaryNotion VTec Berhad announced resignation of Evelyn Tan Li Yi as Joint Secretary. Date of change is 19 May 2023.Reported Earnings • Feb 01Full year 2022 earnings released: EPS: RM0.018 (vs RM0.015 loss in FY 2021)Full year 2022 results: EPS: RM0.018 (up from RM0.015 loss in FY 2021). Revenue: RM334.1m (down 5.3% from FY 2021). Net income: RM9.38m (up RM17.2m from FY 2021). Profit margin: 2.8% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.お知らせ • Jan 28Notion VTec Berhad, Annual General Meeting, Mar 02, 2023Notion VTec Berhad, Annual General Meeting, Mar 02, 2023, at 09:30 Singapore Standard Time. Location: Tricor Business Centre, Manuka 2 & 3 Meeting Room, Unit 29-01, Level 29, Tower A Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi Kuala Lumpur Malaysia Agenda: To receive the audited financial statements for the financial year ended 30 September 2022 together with the reports of the Directors and Auditors thereon; to re-elect Mr Thoo Chow Fah who is retiring in accordance with Clause 95 of the Constitution of the company; to re-elect Mr Choo Wing Hong who is retiring in accordance with Clause 95 of the Constitution of the company; to re-elect Mr Lee Tian Yoke who is retiring in accordance with Clause 95 of the Constitution of the company; to re-appoint Crowe Malaysia PLT as Auditors of the company and to authorise the Directors to fix their remuneration; to approve the proposed authority to allot and issue shares pursuant to Section 76 of the Companies Act 2016; to approve an ex-gratia payment to Ms Anita Chew Cheng Im; and to consider other matters.お知らせ • Jan 21+ 2 more updatesNotion VTec Berhad Announces the Resignation of Anita Chew Cheng Im as Independent and Non Executive Member of Remuneration CommitteeNotion VTec Berhad announced the resignation of Miss. Anita Chew Cheng Im as Independent and Non Executive Member of Remuneration Committee. Date of change is 20 January 2023. Age: 56. Composition of Nomination Committee (Name and Directorate of members after change): Chairman: Dato' Abu Bakar Bin Mohd Nor (Independent Non-Executive Director); and Member- Ms. Teh Su-Ching (Independent Non-Executive Director).お知らせ • Jan 20Notion VTec Berhad Announces the Resignation of Anita Chew Cheng Im as Independent and Non Executive Member of Audit CommitteeNotion VTec Berhad announced the resignation of Miss. Anita Chew Cheng Im as Independent and Non Executive Member of Audit Committee. Date of change is 20 January 2023. Age: 56. Composition of Audit Committee (Name and Directorate of members after change): Chairperson- Ms. Teh Su-Ching (Independent Non-Executive Director); Member- Dato' Abu Bakar Bin Mohd Nor (Independent Non-Executive Director).お知らせ • Jan 04+ 3 more updatesNotion VTec Berhad Announces Re-Designation of Anita Chew Cheng IM from Chairman of Audit Committee to Member of Audit CommitteeNotion VTec Berhad announced re-designation of MISS ANITA CHEW CHENG IM from Chairman of Audit Committee to Member of Audit Committee. Date of change is January 3, 2023. Age is 55. Composition of Audit Committee: Members:- Ms Teh Su-Ching (Independent Non-Executive Director), Dato' Abu Bakar Bin Mohd Nor (Independent Non-Executive Director) and Ms Anita Chew Cheng Im (Independent Non-Executive Director).Reported Earnings • Nov 26Full year 2022 earnings released: EPS: RM0.017 (vs RM0.015 loss in FY 2021)Full year 2022 results: EPS: RM0.017 (up from RM0.015 loss in FY 2021). Revenue: RM336.5m (down 4.7% from FY 2021). Net income: RM8.74m (up RM16.5m from FY 2021). Profit margin: 2.6% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non Executive Director Su-Ching Teh was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 20Third quarter 2022 earnings released: EPS: RM0.003 (vs RM0.022 loss in 3Q 2021)Third quarter 2022 results: EPS: RM0.003 (up from RM0.022 loss in 3Q 2021). Revenue: RM81.3m (down 8.8% from 3Q 2021). Net income: RM1.75m (up RM13.1m from 3Q 2021). Profit margin: 2.2% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.分析記事 • Jul 22We Think Notion VTec Berhad (KLSE:NOTION) Has A Fair Chunk Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • May 28Second quarter 2022 earnings released: RM0.002 loss per share (vs RM0.006 profit in 2Q 2021)Second quarter 2022 results: RM0.002 loss per share (down from RM0.006 profit in 2Q 2021). Revenue: RM77.8m (down 8.1% from 2Q 2021). Net loss: RM1.25m (down 140% from profit in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non Executive Director Su-Ching Teh was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Feb 24Notion VTec Berhad Appoints Evelyn Tan Li Yi as Joint SecretaryNotion VTec Berhad appointed Evelyn Tan Li Yi as Joint Secretary. Date Of Change is 23 Feb. 2022.お知らせ • Jan 30Notion VTec Berhad, Annual General Meeting, Mar 03, 2022Notion VTec Berhad, Annual General Meeting, Mar 03, 2022, at 09:30 China Standard Time. Location: Tricor Business Centre, Manuka 2 & 3 Meeting Room, Unit 29-01, Level 29, Tower A Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi Kuala Lumpur Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 30 September 2021 together with the Reports of the Directors and Auditors thereon; to reelect directors; to approve the payment of Directors' Fees and benefits payable to the Directors of the Company from 3 March 2022 until the conclusion of the next AGM of the Company; to re-appoint Crowe Malaysia PLT as auditors of the Company; to approve Anita Chew Cheng Im to continue in office as an Independent Non-Executive Director; to approve the proposed amendments to the Constitution of the Company; to approve the proposed authority to allot and issue shares pursuant to Section 76 of the Companies Act 2016; and to transact any other business that may be transacted at the 18th AGM of which due notice shall have been given in accordance with the Act and the Constitution of the Company.Reported Earnings • Jan 30Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: RM0.015 loss per share (down from RM0.013 profit in FY 2020). Revenue: RM352.9m (up 45% from FY 2020). Net loss: RM7.81m (down 224% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.分析記事 • Jan 10Notion VTec Berhad (KLSE:NOTION) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Dec 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: RM0.015 loss per share (down from RM0.013 profit in FY 2020). Revenue: RM353.4m (up 46% from FY 2020). Net loss: RM7.76m (down 223% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 30Third quarter 2021 earnings released: RM0.022 loss per share (vs RM0.021 loss in 3Q 2020)The company reported a solid third quarter result with improved revenues and control over costs, although losses increased. Third quarter 2021 results: Revenue: RM89.2m (up 123% from 3Q 2020). Net loss: RM11.3m (loss widened 4.3% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 02Second quarter 2021 earnings released: EPS RM0.006 (vs RM0.007 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM84.6m (up 36% from 2Q 2020). Net income: RM3.16m (up RM6.91m from 2Q 2020). Profit margin: 3.7% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Executive Departure • May 12Independent Non-Executive Director has left the companyOn the 4th of May, Tat Saw's tenure as Independent Non-Executive Director ended after 16.2 years in the role. As of December 2020, Tat personally held 450.00k shares (RM367k worth at the time). Tat is the only executive to leave the company over the last 12 months.分析記事 • Apr 15Is Notion VTec Berhad (KLSE:NOTION) Using Debt Sensibly?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Mar 16First quarter 2021 earnings released: EPS RM0.006 (vs RM0.028 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM65.3m (down 7.1% from 1Q 2020). Net income: RM3.03m (down 79% from 1Q 2020). Profit margin: 4.6% (down from 20% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.分析記事 • Feb 22We Wouldn't Rely On Notion VTec Berhad's (KLSE:NOTION) Statutory Earnings As A GuideStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...分析記事 • Feb 01How Should Investors Feel About Notion VTec Berhad's (KLSE:NOTION) CEO Remuneration?The CEO of Notion VTec Berhad ( KLSE:NOTION ) is William Choo, and this article examines the executive's compensation...Reported Earnings • Jan 31Full year 2020 earnings released: EPS RM0.012 (vs RM0.015 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: RM242.3m (up 1.9% from FY 2019). Net income: RM6.29m (down 17% from FY 2019). Profit margin: 2.6% (down from 3.2% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30Notion VTec Berhad, Annual General Meeting, Mar 03, 2021Notion VTec Berhad, Annual General Meeting, Mar 03, 2021, at 09:30 Singapore Standard Time. Agenda: To receive the Audited Financial Statements for the financial year ended 30 September 2020 together with the Reports of the Directors and Auditors thereon; to approve the payment of Directors' Fees of up to RM 300,000 (2019: MYR 300,000) and benefits payable to the Directors of the Company of up to MYR 50,000 (2019: MYR 50,000) from 3 March 2021 until the conclusion of the next AGM of the Company; and to consider other matters.分析記事 • Jan 12Shareholders Of Notion VTec Berhad (KLSE:NOTION) Must Be Happy With Their 248% Total ReturnIt hasn't been the best quarter for Notion VTec Berhad ( KLSE:NOTION ) shareholders, since the share price has fallen...分析記事 • Dec 24What We Make Of Notion VTec Berhad's (KLSE:NOTION) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...収支内訳Notion VTec Berhad の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史KLSE:NOTION 収益、費用、利益 ( )MYR Millions日付収益収益G+A経費研究開発費31 Mar 26473-756031 Dec 25483255030 Sep 254881753030 Jun 255041766031 Mar 255253964031 Dec 245204761030 Sep 244884356030 Jun 24435783031 Mar 24383-1278031 Dec 23356-3378030 Sep 23345-4580030 Jun 23335537031 Mar 23333553031 Dec 223261253030 Sep 22334960030 Jun 22365-861031 Mar 22372-2152031 Dec 21379-1756030 Sep 21353-850030 Jun 21309256031 Mar 21260251031 Dec 20238-550030 Sep 20243649030 Jun 202381245031 Mar 202542443031 Dec 192452442030 Sep 19238843030 Jun 192433559031 Mar 192545261031 Dec 182617463030 Sep 1825648112030 Jun 18257883031 Mar 18257-987031 Dec 17265-2285030 Sep 172751334030 Jun 172641936031 Mar 172501024031 Dec 16238923030 Sep 16231628030 Jun 16226-1072031 Mar 16235380031 Dec 15243-580030 Sep 15240-1374030 Jun 15234-14570質の高い収益: NOTIONは現在利益が出ていません。利益率の向上: NOTIONは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: NOTIONは利益を出していないが、過去 5 年間で年間31.4%の割合で損失を削減してきた。成長の加速: NOTIONの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: NOTIONは利益が出ていないため、過去 1 年間の収益成長をElectronic業界 ( 20.3% ) と比較することは困難です。株主資本利益率高いROE: NOTIONは現在利益が出ていないため、自己資本利益率 ( -1.72% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 01:14終値2026/06/19 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Notion VTec Berhad 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Terence WongCGS InternationalJ. TanHong Leong Investment Bank BerhadChee-Wai ChongKenanga Research1 その他のアナリストを表示
Reported Earnings • May 26Second quarter 2026 earnings released: RM0.008 loss per share (vs RM0.01 profit in 2Q 2025)Second quarter 2026 results: RM0.008 loss per share (down from RM0.01 profit in 2Q 2025). Revenue: RM106.6m (down 8.4% from 2Q 2025). Net loss: RM4.29m (down 184% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 25First quarter 2026 earnings released: RM0.004 loss per share (vs RM0.024 profit in 1Q 2025)First quarter 2026 results: RM0.004 loss per share (down from RM0.024 profit in 1Q 2025). Revenue: RM121.1m (down 3.9% from 1Q 2025). Net loss: RM2.26m (down 118% from profit in 1Q 2025). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: RM0.033 (down from RM0.082 in FY 2024). Revenue: RM487.6m (flat on FY 2024). Net income: RM17.1m (down 60% from FY 2024). Profit margin: 3.5% (down from 8.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 25Full year 2025 earnings released: EPS: RM0.044 (vs RM0.082 in FY 2024)Full year 2025 results: EPS: RM0.044 (down from RM0.082 in FY 2024). Revenue: RM487.6m (flat on FY 2024). Net income: RM17.2m (down 60% from FY 2024). Profit margin: 3.5% (down from 8.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 22Third quarter 2025 earnings released: RM0.002 loss per share (vs RM0.039 profit in 3Q 2024)Third quarter 2025 results: RM0.002 loss per share (down from RM0.039 profit in 3Q 2024). Revenue: RM114.4m (down 16% from 3Q 2024). Net loss: RM922.0k (down 105% from profit in 3Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 28Second quarter 2025 earnings released: EPS: RM0.01 (vs RM0.027 in 2Q 2024)Second quarter 2025 results: EPS: RM0.01 (down from RM0.027 in 2Q 2024). Revenue: RM116.4m (up 4.3% from 2Q 2024). Net income: RM5.10m (down 64% from 2Q 2024). Profit margin: 4.4% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 26Second quarter 2026 earnings released: RM0.008 loss per share (vs RM0.01 profit in 2Q 2025)Second quarter 2026 results: RM0.008 loss per share (down from RM0.01 profit in 2Q 2025). Revenue: RM106.6m (down 8.4% from 2Q 2025). Net loss: RM4.29m (down 184% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • May 11What Is Notion VTec Berhad's (KLSE:NOTION) Share Price Doing?Notion VTec Berhad ( KLSE:NOTION ), is not the largest company out there, but it received a lot of attention from a...
Buy Or Sell Opportunity • Apr 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to RM0.46. The fair value is estimated to be RM0.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 978% in the next 2 years.
Buy Or Sell Opportunity • Feb 26Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to RM0.45. The fair value is estimated to be RM0.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 978% in the next 2 years.
Reported Earnings • Feb 25First quarter 2026 earnings released: RM0.004 loss per share (vs RM0.024 profit in 1Q 2025)First quarter 2026 results: RM0.004 loss per share (down from RM0.024 profit in 1Q 2025). Revenue: RM121.1m (down 3.9% from 1Q 2025). Net loss: RM2.26m (down 118% from profit in 1Q 2025). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: RM0.033 (down from RM0.082 in FY 2024). Revenue: RM487.6m (flat on FY 2024). Net income: RM17.1m (down 60% from FY 2024). Profit margin: 3.5% (down from 8.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 22Notion VTec Berhad, Annual General Meeting, Mar 05, 2026Notion VTec Berhad, Annual General Meeting, Mar 05, 2026, at 09:30 Singapore Standard Time. Location: ballroom 1, level g, premiere hotel, bandar bukit tinggi 1/ks6, jalan langat, 41200 klang, selangor darul ehsan, Malaysia
分析記事 • Jan 07What Is Notion VTec Berhad's (KLSE:NOTION) Share Price Doing?Notion VTec Berhad ( KLSE:NOTION ), might not be a large cap stock, but it saw a decent share price growth of 20% on...
分析記事 • Dec 09What You Can Learn From Notion VTec Berhad's (KLSE:NOTION) P/E After Its 26% Share Price CrashNotion VTec Berhad ( KLSE:NOTION ) shares have retraced a considerable 26% in the last month, reversing a fair amount...
Reported Earnings • Nov 25Full year 2025 earnings released: EPS: RM0.044 (vs RM0.082 in FY 2024)Full year 2025 results: EPS: RM0.044 (down from RM0.082 in FY 2024). Revenue: RM487.6m (flat on FY 2024). Net income: RM17.2m (down 60% from FY 2024). Profit margin: 3.5% (down from 8.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 18We Ran A Stock Scan For Earnings Growth And Notion VTec Berhad (KLSE:NOTION) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Oct 31Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to RM0.75. The fair value is estimated to be RM0.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.
分析記事 • Oct 19Notion VTec Berhad (KLSE:NOTION) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Oct 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Market cap is less than US$100m (RM373.3m market cap, or US$88.3m).
Buy Or Sell Opportunity • Oct 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to RM0.72. The fair value is estimated to be RM0.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.
分析記事 • Sep 30Notion VTec Berhad's (KLSE:NOTION) P/E Is Still On The Mark Following 26% Share Price BounceNotion VTec Berhad ( KLSE:NOTION ) shareholders would be excited to see that the share price has had a great month...
Major Estimate Revision • Aug 28Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM508.3m to RM486.1m. EPS estimate also fell from RM0.068 per share to RM0.049 per share. Net income forecast to grow 78% next year vs 21% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM1.14 to RM0.58. Share price fell 2.9% to RM0.51 over the past week.
Reported Earnings • Aug 22Third quarter 2025 earnings released: RM0.002 loss per share (vs RM0.039 profit in 3Q 2024)Third quarter 2025 results: RM0.002 loss per share (down from RM0.039 profit in 3Q 2024). Revenue: RM114.4m (down 16% from 3Q 2024). Net loss: RM922.0k (down 105% from profit in 3Q 2024). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jun 23Price target decreased by 54% to RM1.14Down from RM2.46, the current price target is provided by 1 analyst. New target price is 98% above last closing price of RM0.57. Stock is down 75% over the past year. The company is forecast to post earnings per share of RM0.068 for next year compared to RM0.082 last year.
Board Change • Jun 23Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. 3 independent directors (5 non-independent directors). Independent & Non Executive Director Alvin Vong was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • May 28Second quarter 2025 earnings released: EPS: RM0.01 (vs RM0.027 in 2Q 2024)Second quarter 2025 results: EPS: RM0.01 (down from RM0.027 in 2Q 2024). Revenue: RM116.4m (up 4.3% from 2Q 2024). Net income: RM5.10m (down 64% from 2Q 2024). Profit margin: 4.4% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 27Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM517.0m to RM472.0m. EPS estimate also fell from RM0.114 per share to RM0.10 per share. Net income forecast to grow 18% next year vs 16% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM2.46 to RM2.14. Share price fell 7.2% to RM0.64 over the past week.
分析記事 • May 14Returns Are Gaining Momentum At Notion VTec Berhad (KLSE:NOTION)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Mar 20Is Now An Opportune Moment To Examine Notion VTec Berhad (KLSE:NOTION)?Notion VTec Berhad ( KLSE:NOTION ), might not be a large cap stock, but it saw a double-digit share price rise of over...
分析記事 • Feb 26We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Notion VTec Berhad's (KLSE:NOTION) CEO For NowKey Insights Notion VTec Berhad to hold its Annual General Meeting on 5th of March Salary of RM1.13m is part of CEO...
Major Estimate Revision • Feb 25Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM554.3m to RM486.2m. EPS estimate fell from RM0.116 to RM0.095 per share. Net income forecast to grow 12% next year vs 28% growth forecast for Electronic industry in Malaysia. Consensus price target down from RM2.93 to RM1.70. Share price fell 16% to RM0.79 over the past week.
New Risk • Feb 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: RM436.4m (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (RM436.4m market cap, or US$98.5m).
分析記事 • Feb 19Some Notion VTec Berhad (KLSE:NOTION) Shareholders Look For Exit As Shares Take 26% PoundingNotion VTec Berhad ( KLSE:NOTION ) shares have had a horrible month, losing 26% after a relatively good period...
Price Target Changed • Feb 19Price target decreased by 42% to RM1.70Down from RM2.93, the current price target is an average from 2 analysts. New target price is 95% above last closing price of RM0.87. Stock is up 176% over the past year. The company is forecast to post earnings per share of RM0.095 for next year compared to RM0.082 last year.
New Risk • Feb 14New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change).
分析記事 • Jan 28Notion VTec Berhad (KLSE:NOTION) Shares Could Be 46% Below Their Intrinsic Value EstimateKey Insights Notion VTec Berhad's estimated fair value is RM1.98 based on 2 Stage Free Cash Flow to Equity Notion VTec...
Reported Earnings • Jan 23Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: RM0.082 (up from RM0.087 loss in FY 2023). Revenue: RM488.0m (up 41% from FY 2023). Net income: RM42.7m (up RM87.8m from FY 2023). Profit margin: 8.8% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 16Notion VTec Berhad, Annual General Meeting, Mar 05, 2025Notion VTec Berhad, Annual General Meeting, Mar 05, 2025, at 09:30 Singapore Standard Time. Location: ballroom 3,level 1, wyndham acmar klang hotel, no.1-g_1, jalan persiaran bukit raja 2/ku1, bandar baru klang, 41150 klang, selangor darul ehsan, Malaysia
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to RM1.17, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electronic industry in Malaysia. Total returns to shareholders of 200% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.98 per share.
分析記事 • Jan 09Here's Why Notion VTec Berhad (KLSE:NOTION) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Dec 26Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 02 January 2025. Payment date: 15 January 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Malaysian dividend payers (5.1%). Lower than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to RM1.34, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Electronic industry in Malaysia. Total returns to shareholders of 308% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM1.98 per share.
Reported Earnings • Nov 28Full year 2024 earnings released: EPS: RM0.087 (vs RM0.087 loss in FY 2023)Full year 2024 results: EPS: RM0.087 (up from RM0.087 loss in FY 2023). Revenue: RM488.0m (up 41% from FY 2023). Net income: RM44.9m (up RM89.9m from FY 2023). Profit margin: 9.2% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 27Notion Vtec Berhad Declares Second Interim Single-Tier Dividend for the Financial Year Ended 30 September 2024Notion VTec Berhad declared a second interim single-tier dividend of 1.00 sen per ordinary share in respect of the financial year ended 30 September 2024.
分析記事 • Nov 14Subdued Growth No Barrier To Notion VTec Berhad (KLSE:NOTION) With Shares Advancing 26%Those holding Notion VTec Berhad ( KLSE:NOTION ) shares would be relieved that the share price has rebounded 26% in the...
分析記事 • Nov 06Notion VTec Berhad (KLSE:NOTION) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 • Aug 21Notion VTec Berhad (KLSE:NOTION) May Have Run Too Fast Too Soon With Recent 26% Price PlummetNotion VTec Berhad ( KLSE:NOTION ) shares have retraced a considerable 26% in the last month, reversing a fair amount...
分析記事 • Aug 07These 4 Measures Indicate That Notion VTec Berhad (KLSE:NOTION) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Aug 06Third quarter 2024 earnings released: EPS: RM0.039 (vs RM0.004 in 3Q 2023)Third quarter 2024 results: EPS: RM0.039 (up from RM0.004 in 3Q 2023). Revenue: RM135.5m (up 63% from 3Q 2023). Net income: RM20.2m (up RM18.3m from 3Q 2023). Profit margin: 15% (up from 2.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Jul 25Now 21% undervaluedOver the last 90 days, the stock has risen 245% to RM2.00. The fair value is estimated to be RM2.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jul 17Notion VTec Berhad Announces Resignation of Florian, Louis, Raymond Gineste as Chief Operating OfficerNotion VTec Berhad announced the resignation of FLORIAN, LOUIS, RAYMOND GINESTE as Chief Operating Officer. Age 35, Date of change 15 July 2024. Reason Due to personal and family reasons and that his roles have been taken over by internal management without loss of operational continuity.
Buy Or Sell Opportunity • Jul 09Now 20% undervaluedOver the last 90 days, the stock has risen 351% to RM2.03. The fair value is estimated to be RM2.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Jun 20Upcoming dividend of RM0.01 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 12 July 2024. Trailing yield: 1.0%. Lower than top quartile of Malaysian dividend payers (4.6%). Lower than average of industry peers (1.7%).
分析記事 • Jun 13Notion VTec Berhad (KLSE:NOTION) Stock Rockets 195% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Notion VTec Berhad ( KLSE:NOTION ) shares have been powering on, with a gain of 195% in...
Buy Or Sell Opportunity • May 24Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 175% to RM1.21. The fair value is estimated to be RM0.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • May 21Second quarter 2024 earnings released: EPS: RM0.027 (vs RM0.015 loss in 2Q 2023)Second quarter 2024 results: EPS: RM0.027 (up from RM0.015 loss in 2Q 2023). Revenue: RM111.6m (up 32% from 2Q 2023). Net income: RM14.0m (up RM21.8m from 2Q 2023). Profit margin: 13% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • Apr 29Notion VTec Berhad's (KLSE:NOTION) 30% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, Notion VTec Berhad ( KLSE:NOTION ) shares have been powering on, with a gain of 30% in...
分析記事 • Feb 23It Looks Like Notion VTec Berhad's (KLSE:NOTION) CEO May Expect Their Salary To Be Put Under The MicroscopeKey Insights Notion VTec Berhad will host its Annual General Meeting on 1st of March CEO William Choo's total...
分析記事 • Feb 22Notion VTec Berhad's (KLSE:NOTION) Shares Climb 44% But Its Business Is Yet to Catch UpNotion VTec Berhad ( KLSE:NOTION ) shareholders have had their patience rewarded with a 44% share price jump in the...
Reported Earnings • Feb 22First quarter 2024 earnings released: EPS: RM0.016 (vs RM0.007 loss in 1Q 2023)First quarter 2024 results: EPS: RM0.016 (up from RM0.007 loss in 1Q 2023). Revenue: RM93.8m (up 13% from 1Q 2023). Net income: RM8.02m (up RM11.7m from 1Q 2023). Profit margin: 8.6% (up from net loss in 1Q 2023). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jan 28Full year 2023 earnings released: RM0.087 loss per share (vs RM0.018 profit in FY 2022)Full year 2023 results: RM0.087 loss per share (down from RM0.018 profit in FY 2022). Revenue: RM345.3m (up 3.3% from FY 2022). Net loss: RM45.0m (down RM54.4m from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 24Notion VTec Berhad, Annual General Meeting, Mar 01, 2024Notion VTec Berhad, Annual General Meeting, Mar 01, 2024, at 09:30 Singapore Standard Time. Location: Tricor Business Centre, Manuka 2 & 3 Meeting Room, Unit 29-01, Level 29, Tower A, Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi, 59200 Kuala Lumpur Kuala Lumpur Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 30 September 2023 together with the Reports of the Directors and Auditors thereon; . To re-elect the following Directors who are retiring in accordance with Clause 95 of the Constitution of the Company.
お知らせ • Nov 30Notion Vtec Berhad Reports Impairment Results for the Quarter Ended September 30, 2023Notion VTec Berhad reported impairment results for the quarter ended September 30, 2023. for the quarter, the company reported Impairment loss on property, plant and equipment of MYR 30,696,000 against MYR 2,785,000 a year ago.
Reported Earnings • Nov 29Full year 2023 earnings released: RM0.088 loss per share (vs RM0.018 profit in FY 2022)Full year 2023 results: RM0.088 loss per share (down from RM0.018 profit in FY 2022). Revenue: RM351.1m (up 5.1% from FY 2022). Net loss: RM45.6m (down RM55.0m from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 34% per year whereas the company’s share price has fallen by 32% per year.
お知らせ • Nov 29+ 1 more updateNotion VTec Berhad Announces Re-Designation of Alvin Vong Chen Weng, Member of Remuneration Committee as Independent and Non-Executive Chairman of Remuneration CommitteeNotion VTec Berhad announced re-designation of Mr. Alvin Vong Chen Weng, member of remuneration committee as independent and non-executive chairman of remuneration committee. Date of change is 27 November 2023. Age: 41. Composition of remuneration committee (Name and Directorate of members after change); Chairman: Mr. Alvin Vong Chen Weng (Independent Non-Executive Director); Members: Dato' Abu Bakar Bin Mohd Nor (Independent Non-Executive Director); Ms. Teh Su-Ching (Independent Non-Executive Director).
New Risk • Aug 17New major risk - Revenue and earnings growthEarnings have declined by 54% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 54% per year over the past 5 years. Minor Risk Market cap is less than US$100m (RM157.3m market cap, or US$34.0m).
Reported Earnings • Aug 17Third quarter 2023 earnings released: EPS: RM0.004 (vs RM0.003 in 3Q 2022)Third quarter 2023 results: EPS: RM0.004 (up from RM0.003 in 3Q 2022). Revenue: RM83.2m (up 2.3% from 3Q 2022). Net income: RM1.82m (up 4.1% from 3Q 2022). Profit margin: 2.2% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.
お知らせ • Jun 24Notion Vtec Berhad Appoints Florian, Louis, Raymond Gineste as Chief Operating OfficerNotion VTec Berhad appointed FLORIAN, LOUIS, RAYMOND GINESTE as Chief Operating Officer. Age is 34. Date of change is 23 June 2023. Masters done in Engineering Sciences in University of Poitiers. Degree done on Engineering from cole Nationale Sup-rieure de M-canique et d'A-rotechnique (ENSMA) 2014 - 2016. Company: Safran S.A. Position Held: Research and Development Engineer 2017 - 2018 Company: Peugeot S.A. Position Held: Engine Component Design and Product Engineer 2018 - 2020. Company: BorgWarner Inc. Position Held: Product Line Purchasing Leader 2021 - 2022. Company: Windeco S.A. Position Held: Global Sales Engineering Manager 2022 - 2022. Company: TPG Industry Position Held: Chief Executive Officer. 2022 - PresentCompany: Notion Venture Sdn Bhd Position Held: Key Account Manager.
分析記事 • May 24Is Notion VTec Berhad (KLSE:NOTION) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 21Second quarter 2023 earnings released: RM0.015 loss per share (vs RM0.002 loss in 2Q 2022)Second quarter 2023 results: RM0.015 loss per share (further deteriorated from RM0.002 loss in 2Q 2022). Revenue: RM84.7m (up 8.9% from 2Q 2022). Net loss: RM7.77m (loss widened RM6.51m from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • May 20Notion VTec Berhad Announces Resignation of Evelyn Tan Li Yi as Joint SecretaryNotion VTec Berhad announced resignation of Evelyn Tan Li Yi as Joint Secretary. Date of change is 19 May 2023.
Reported Earnings • Feb 01Full year 2022 earnings released: EPS: RM0.018 (vs RM0.015 loss in FY 2021)Full year 2022 results: EPS: RM0.018 (up from RM0.015 loss in FY 2021). Revenue: RM334.1m (down 5.3% from FY 2021). Net income: RM9.38m (up RM17.2m from FY 2021). Profit margin: 2.8% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 28Notion VTec Berhad, Annual General Meeting, Mar 02, 2023Notion VTec Berhad, Annual General Meeting, Mar 02, 2023, at 09:30 Singapore Standard Time. Location: Tricor Business Centre, Manuka 2 & 3 Meeting Room, Unit 29-01, Level 29, Tower A Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi Kuala Lumpur Malaysia Agenda: To receive the audited financial statements for the financial year ended 30 September 2022 together with the reports of the Directors and Auditors thereon; to re-elect Mr Thoo Chow Fah who is retiring in accordance with Clause 95 of the Constitution of the company; to re-elect Mr Choo Wing Hong who is retiring in accordance with Clause 95 of the Constitution of the company; to re-elect Mr Lee Tian Yoke who is retiring in accordance with Clause 95 of the Constitution of the company; to re-appoint Crowe Malaysia PLT as Auditors of the company and to authorise the Directors to fix their remuneration; to approve the proposed authority to allot and issue shares pursuant to Section 76 of the Companies Act 2016; to approve an ex-gratia payment to Ms Anita Chew Cheng Im; and to consider other matters.
お知らせ • Jan 21+ 2 more updatesNotion VTec Berhad Announces the Resignation of Anita Chew Cheng Im as Independent and Non Executive Member of Remuneration CommitteeNotion VTec Berhad announced the resignation of Miss. Anita Chew Cheng Im as Independent and Non Executive Member of Remuneration Committee. Date of change is 20 January 2023. Age: 56. Composition of Nomination Committee (Name and Directorate of members after change): Chairman: Dato' Abu Bakar Bin Mohd Nor (Independent Non-Executive Director); and Member- Ms. Teh Su-Ching (Independent Non-Executive Director).
お知らせ • Jan 20Notion VTec Berhad Announces the Resignation of Anita Chew Cheng Im as Independent and Non Executive Member of Audit CommitteeNotion VTec Berhad announced the resignation of Miss. Anita Chew Cheng Im as Independent and Non Executive Member of Audit Committee. Date of change is 20 January 2023. Age: 56. Composition of Audit Committee (Name and Directorate of members after change): Chairperson- Ms. Teh Su-Ching (Independent Non-Executive Director); Member- Dato' Abu Bakar Bin Mohd Nor (Independent Non-Executive Director).
お知らせ • Jan 04+ 3 more updatesNotion VTec Berhad Announces Re-Designation of Anita Chew Cheng IM from Chairman of Audit Committee to Member of Audit CommitteeNotion VTec Berhad announced re-designation of MISS ANITA CHEW CHENG IM from Chairman of Audit Committee to Member of Audit Committee. Date of change is January 3, 2023. Age is 55. Composition of Audit Committee: Members:- Ms Teh Su-Ching (Independent Non-Executive Director), Dato' Abu Bakar Bin Mohd Nor (Independent Non-Executive Director) and Ms Anita Chew Cheng Im (Independent Non-Executive Director).
Reported Earnings • Nov 26Full year 2022 earnings released: EPS: RM0.017 (vs RM0.015 loss in FY 2021)Full year 2022 results: EPS: RM0.017 (up from RM0.015 loss in FY 2021). Revenue: RM336.5m (down 4.7% from FY 2021). Net income: RM8.74m (up RM16.5m from FY 2021). Profit margin: 2.6% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non Executive Director Su-Ching Teh was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 20Third quarter 2022 earnings released: EPS: RM0.003 (vs RM0.022 loss in 3Q 2021)Third quarter 2022 results: EPS: RM0.003 (up from RM0.022 loss in 3Q 2021). Revenue: RM81.3m (down 8.8% from 3Q 2021). Net income: RM1.75m (up RM13.1m from 3Q 2021). Profit margin: 2.2% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 22We Think Notion VTec Berhad (KLSE:NOTION) Has A Fair Chunk Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • May 28Second quarter 2022 earnings released: RM0.002 loss per share (vs RM0.006 profit in 2Q 2021)Second quarter 2022 results: RM0.002 loss per share (down from RM0.006 profit in 2Q 2021). Revenue: RM77.8m (down 8.1% from 2Q 2021). Net loss: RM1.25m (down 140% from profit in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 6 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Non Executive Director Su-Ching Teh was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Feb 24Notion VTec Berhad Appoints Evelyn Tan Li Yi as Joint SecretaryNotion VTec Berhad appointed Evelyn Tan Li Yi as Joint Secretary. Date Of Change is 23 Feb. 2022.
お知らせ • Jan 30Notion VTec Berhad, Annual General Meeting, Mar 03, 2022Notion VTec Berhad, Annual General Meeting, Mar 03, 2022, at 09:30 China Standard Time. Location: Tricor Business Centre, Manuka 2 & 3 Meeting Room, Unit 29-01, Level 29, Tower A Vertical Business Suite, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi Kuala Lumpur Malaysia Agenda: To receive the Audited Financial Statements for the financial year ended 30 September 2021 together with the Reports of the Directors and Auditors thereon; to reelect directors; to approve the payment of Directors' Fees and benefits payable to the Directors of the Company from 3 March 2022 until the conclusion of the next AGM of the Company; to re-appoint Crowe Malaysia PLT as auditors of the Company; to approve Anita Chew Cheng Im to continue in office as an Independent Non-Executive Director; to approve the proposed amendments to the Constitution of the Company; to approve the proposed authority to allot and issue shares pursuant to Section 76 of the Companies Act 2016; and to transact any other business that may be transacted at the 18th AGM of which due notice shall have been given in accordance with the Act and the Constitution of the Company.
Reported Earnings • Jan 30Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: RM0.015 loss per share (down from RM0.013 profit in FY 2020). Revenue: RM352.9m (up 45% from FY 2020). Net loss: RM7.81m (down 224% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 10Notion VTec Berhad (KLSE:NOTION) Is Making Moderate Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Dec 01Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: RM0.015 loss per share (down from RM0.013 profit in FY 2020). Revenue: RM353.4m (up 46% from FY 2020). Net loss: RM7.76m (down 223% from profit in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 30Third quarter 2021 earnings released: RM0.022 loss per share (vs RM0.021 loss in 3Q 2020)The company reported a solid third quarter result with improved revenues and control over costs, although losses increased. Third quarter 2021 results: Revenue: RM89.2m (up 123% from 3Q 2020). Net loss: RM11.3m (loss widened 4.3% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 02Second quarter 2021 earnings released: EPS RM0.006 (vs RM0.007 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: RM84.6m (up 36% from 2Q 2020). Net income: RM3.16m (up RM6.91m from 2Q 2020). Profit margin: 3.7% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Executive Departure • May 12Independent Non-Executive Director has left the companyOn the 4th of May, Tat Saw's tenure as Independent Non-Executive Director ended after 16.2 years in the role. As of December 2020, Tat personally held 450.00k shares (RM367k worth at the time). Tat is the only executive to leave the company over the last 12 months.
分析記事 • Apr 15Is Notion VTec Berhad (KLSE:NOTION) Using Debt Sensibly?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Mar 16First quarter 2021 earnings released: EPS RM0.006 (vs RM0.028 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: RM65.3m (down 7.1% from 1Q 2020). Net income: RM3.03m (down 79% from 1Q 2020). Profit margin: 4.6% (down from 20% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
分析記事 • Feb 22We Wouldn't Rely On Notion VTec Berhad's (KLSE:NOTION) Statutory Earnings As A GuideStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...
分析記事 • Feb 01How Should Investors Feel About Notion VTec Berhad's (KLSE:NOTION) CEO Remuneration?The CEO of Notion VTec Berhad ( KLSE:NOTION ) is William Choo, and this article examines the executive's compensation...
Reported Earnings • Jan 31Full year 2020 earnings released: EPS RM0.012 (vs RM0.015 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: RM242.3m (up 1.9% from FY 2019). Net income: RM6.29m (down 17% from FY 2019). Profit margin: 2.6% (down from 3.2% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30Notion VTec Berhad, Annual General Meeting, Mar 03, 2021Notion VTec Berhad, Annual General Meeting, Mar 03, 2021, at 09:30 Singapore Standard Time. Agenda: To receive the Audited Financial Statements for the financial year ended 30 September 2020 together with the Reports of the Directors and Auditors thereon; to approve the payment of Directors' Fees of up to RM 300,000 (2019: MYR 300,000) and benefits payable to the Directors of the Company of up to MYR 50,000 (2019: MYR 50,000) from 3 March 2021 until the conclusion of the next AGM of the Company; and to consider other matters.
分析記事 • Jan 12Shareholders Of Notion VTec Berhad (KLSE:NOTION) Must Be Happy With Their 248% Total ReturnIt hasn't been the best quarter for Notion VTec Berhad ( KLSE:NOTION ) shareholders, since the share price has fallen...
分析記事 • Dec 24What We Make Of Notion VTec Berhad's (KLSE:NOTION) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...