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$NOTION (0083.MY)$ The Group recorded a Profit after Tax (“P...

The Group recorded a Profit after Tax (“PAT”) of RM3.05 million for Q4 FY2024, impacted by two key factors: foreign exchange losses of
RM14.8 million and an impairment on receivables of RM1.8 million. While foreign exchange volatility remains beyond our control, an
adjusted PAT – excluding forex losses – would have stood at RM17.85 million, reflecting the Group’s underlying operational strength
Without Forex loss, the EPS for last Q still 3.4 cent. Business demand and profit are great and 80% of foreign exchange loss will reflect in the next Q which are +RM11.84. So the next Q PAT should be above RM20 million. The boss is very confident for the year 2025 with the growth of 20-25% in revenue compared to 2024.
Looking ahead, we anticipate Q1 FY2025 sales to align closely with Q4 FY2024 levels. With the introduction of new projects in the automotive and EMS segments, we are optimistic about achieving sustainable growth, targeting a robust 20% to 25% revenue increase for FY2025 compared to the current financial year.
2024 Q1- EPS 1.56 sen
2024 Q2- EPS 2.72 sen
2024 Q3- EPS 3.9 sen
2024 Q4- EPS 3.4 sen (w/t forex loss)
Total EPS 11.58 sen
PE15 target price = RM1.70
PE20 target price= RM2.30
Hopes tomorrow some of the IB will give a report about Notion with new TP other than HLB for the buy call.
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