KLSE (MYR): JCY (5161)
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Last Price
0.40
Today's Change
+0.01 (2.56%)
Day's Change
0.395 - 0.42
Trading Volume
39,359,800
T4Q
31-Mar-2021
2020
31-Mar-2021
2019
31-Mar-2021
2018
31-Mar-2021
2017
31-Mar-2021
Total assets
238
-1.64%
1000
+11.55%
110
+81.66%
900
-13.16%
600
+235.36%
Total current assets
238
1000
110
900
600
Cash & equivalents
238
1000
110
900
600
Short term investments
238
1000
110
900
600
Total receivables, net
238
1000
110
900
600
Accounts receivable - trade, net
238
1000
110
900
600
Other receivables
238
1000
110
900
600
Total inventory
238
1000
110
900
600
Inventories - work in progress
238
1000
110
900
600
Inventories - progress payments & other
238
1000
110
900
600
Inventories - finished goods
238
1000
110
900
600
Inventories - raw materials
238
1000
110
900
600
Total non-current assets
238
1000
110
900
600
Long term investments
238
1000
110
900
600
Note receivable - long term
238
1000
110
900
600
Investments in unconsolidated subsidiaries
238
1000
110
900
600
Other investments
238
1000
110
900
600
Net property/plant/equipment
238
1000
110
900
600
Gross property/plant/equipment
238
1000
110
900
600
Accumulated depreciation, total
238
1000
110
900
600
Deferred tax assets
238
1000
110
900
600
Net intangible assets
238
1000
110
900
600
Other current assets, total
238
1000
110
900
600
Total liabilities
238
-1.64%
1000
+11.55%
110
+81.66%
900
-13.16%
600
+235.36%
Total current liabilities
-238
-1000
-110
-900
-600
Total non-current liabilities
-238
-1000
-110
-900
-600
Long term debt
238
1000
110
900
600
Long term debt excl. lease liabilities
238
1000
110
900
600
Capital and operating lease obligations
238
1000
110
900
600
Provision for risks & charge
-238
-1000
-110
-900
-600
Deferred tax liabilities
-238
-1000
-110
-900
-600
Other liabilities, total
-238
-1000
-110
-900
-600
Total equity
-238
-1.64%
-1000
+11.55%
-110
+81.66%
-900
-13.16%
-600
+235.36%
Total liabilities & shareholders' equities
238B
1000B
110B
900B
600B
Total debt
238
1000
110
900
600
Book value per share
-238
-1000
-110
-900
-600
Notion not only does HDD but also others like Masks and Brakes for BMW cars. JCY does HDD only. JCY will do better than Notion just like R Sawit will do better than TDM as Tdm has Hospital units and not pure CPO production.
1 week ago
Wait for Q result out only consider to buy or not because the Q result might making loss again
1 week ago
Investment differs from short term guesswork or punting
Since we already know Microsoft, Google, Nvidia and others are investing Rm56 billions or more into Data Centers from now and stretching into 3/4 years there will be an incremental demand for more HDD (Hard disk drives) for a prolonged stretch and so we take position early
1 week ago
JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART
6 days ago
morning..
paktua now also swing on JCY..
hope jcy will be next Notion hit rm0.80..
tut tut
to cheap JCY the only HDD player not break rm0.50
HDD also related to DC thematic
6 days ago
paktua n team we officially sail in JCY sea..
to our dream journey rm0.80 dreamland..
target on jully 24.
who want be part with paktua journey in swing sailor in DC adventure..
can sent request as below
tut tut
come joined paktua swing team..
6 days ago
want be part with paktua journey..
be swing sailor in DC adventure..
can sent request as below
tut tut
come joined paktua swing team..
sent request at tele @swingdarkred73
6 days ago
yes JCY sleeping dragon on HDF segment..
will wake up and will pass rm1 also
tut tut
who missed Notion n dufu..
jcy is the best to pick as most potential HDD player soon
with rarget rm0.56 on short term n main target is rm1 if DC thematic still continue
6 days ago
even qr not good if only base on previous performance
jcy now more to related on DC boomer..
but base on performance paktua jangka qr will good..
tut tut
monday will more excited
6 days ago
DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets
All 3 Survived the Downturn with healthy balance sheet intact
DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW
5 days ago
Rm147 Mil cash
Debt Rm33 Mil
Cash less debt
Rm114 millions cash
JCY IS A NET CASH COMPANY!
5 days ago
Net Cash positions
JCY Rm114 Millions
NOTION Rm54 Millions
DUFU Rm20 Millions
Of the three Jcy share price is the lowest and Net Cash the highest
5 days ago
In a bull run any pull back is opportunity to enter
So look for an opportunity
4 days ago
morning..
yes jcy now break rm0.40..
now next destination is rm0.43
tut tut
let fight till rm0.56
3 days ago
NOTION UP FIRST
THEN JCY
FINALLY WILL BE DUFU
NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive
3 days ago
Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern
from Notion Qtr
2 days ago
Careful, notion red now and if tonight jcy Q result out with -ve, Thursday will pull back, be careful
2 days ago
Notion great result was due to EMS not HDD (HDD with slightly improvement around 6% only)
Anyway, let's see how is jcy result
2 days ago
Jcy Results out!
A splendid turnaround
Cash increased
Debt lessened
After 3 years of losses Jcy sees the light of profits
And 2nd half year will even be better than 1st half
Above all
Jcy captures both HDD and SDD market on both storage and speed
Resounding success!
All round applause!!
Hip hip hooray!!!
2 days ago
Hdd and Ssd both in Jcy's expertise
Jcy will play a very prominent part in Ai and Data Centers for many good years to come
2 days ago
Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT
17 hours ago
2Q24 Results
Quarterly Revenue RM147.1mn (+16.1%; +40.6% YoY)
YTD Revenue RM273.8mn (+26.8% YoY)
Quarterly Net Profit RM5.3mn (+302% QoQ; +121.1% YoY)
First turnaround profit after 8 quarter of consecutive loss. Profits momentum looks clear and sustainable moving forward since the company is profitable from the GP level onwards. 1Q24 already showed signs of profitability (1Q24 GP: RM1.47mn) and now its confirmation of profit moving forward.
Just want to highlight the abstracts:
REVIEW OF PERFORMANCE.
a) Revenue increasing driven by increasing demand for storage products, both Hard Disk Drives (HDD) and Solid State Drives (SSD). Our customers have started seeing some recovery in HDD demand and that is translating to more demand for the Groups offerings. We are seeing this sustained increasing factory capacity utilisation throughout the whole quarter.
b) An improved Group cost structure allowing the Group to turn to profitability even at a much lower factory capacity utilization rate. This improved cost structure is a result of a continuous effort by the Group to drive factory yields and productivity. This process is evident as we have reduced our Gross Loss consecutively Quarter on Quarter for the last 4 quarters.
The improved cost structure and higher customer demand driving higher factory capacity utilization resulted in our first Net Profit quarter since Dec 2021. This result is even more significant given that the Group’s capacity utilisation is still less than 50% in the reported quarter.
FUTURE PROSPECT
The reported quarter total HDD storage market showed a 3% increase Quarter on Quarter (QoQ) in units shipped and 22% QoQ total Storage Capacity shipped, increasing to 262 Exabytes(EB). This is the 2nd straight quarter that the industry is seeing unit HDD shipment increase. The industry has also reported that inventory levels in the supply chain are back to normal levels. Based on current market trends and barring any unforeseen circumstances, the Group expects the performance of the second half year to be better than the first half. The group is projecting that our factory capacity utilisation rate will increase as our customers improve their units shipped.
14 hours ago
Logic tells us
2nd half better than 1st half
That means results will get even better in Aug & Nov 2024 results
Commonsense tells us to hold
Yes, best not to trade but to invest
14 hours ago
KEY TAKE-AWAYS From the Result Release
1. At the current improved cost structure and utilization of less than 50%, JCY has already broke-even (even excluding RM3mn FX gains)
2. JCY management is guiding for better performance in the second half compared to the first half.
3. Quantity of Shipment Sold was up +3% QoQ and +22% YoY.
4. Inventory levels in the supply chain is also going back to normal levels.
All in all, since JCY has already broken-even in terms of quantity and reported profit. Profits can flow in exponentially given the economies of scale and a much improved operational efficiencies.
13 hours ago
JCY: Our group’s EP was 0.360 managed to catch it before the god candle!
TP1: 0.395 *Already hit
TP2: 0.450
TP3: 0.540
SL: 0.305
Please be prepared for a long term play ya! Earnings all growing
13 hours ago
Latest good news
Sime darby building Rm2 Billion Data Center for renting out
Alibaba also starting Data Center in Malaysia
55 minutes ago
Another good news
New Data Centers to be built in Jakarta Indonesia
no other company can benefit from Malaysia except these three - Jcy, Notion and Dufu
why others cannot benefit ?
answer because it is not located in Malaysia but Indonesia
and how will Jcy, Notion and Dufu benefit ? Why these three and not others?
Answer:
Because Jcy, Notion and Dufu HDD will be used by Western Digital and Seagate
And through them these HDD are used in Data Center in Jakarta Indonesia
and in the bigger Picture or Eagle 🦅 Vision these will be used in DATA CENTERS ALL THROUGHOUT THE WHOLE WORLD WHEREVER DATA CENTERS ARE SET UP
38 minutes ago
People still don't know the potential of Jcy, Notion and Dufu
their market is not just Malaysia but the Whole wide world through the proxy of Western Digital and Seagate
36 minutes ago
duatlai
JCY Goreng Goreng
1 week ago