Out of Crisis Comes Opportunity

In this 2012 interview, Notion VTec Executive Chairman Thoo Chow Fah discusses:

- An update on the contribution - breakdown by HDD - digital cameras - braking systems;
- Industry dynamics behind this change;
- Rebuilding efforts - Thai flood crisis;
- Three new Japanese HDD customers - implications;
- Jan and Feb update;
- WD - Hitachi merger implications -- orders - European Commission - merger conditions;
- Flash storage threat - issues;
- Cloud issues - threat;
- DSLR - Nikon - digital SLR - update - outlook;
- Tablets - phablets - threat;
- Financials: Margins - USD impact - hedging - dividend policy;
- Capex needs;
- Corporate exercise - liquidity - market cap targets.