JCY INTERNATIONAL BERHAD

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

Financial

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

Discussions
57 people like this. Showing 50 of 16,069 comments

duatlai

JCY Goreng Goreng

1 week ago

investor77

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

abajid

i am start holding JCY since 0.205 Just waiting for 1 or 2 pcs of marubozu

1 week ago

abajid

let wait together for JCY show after this QR

1 week ago

Greenbull88

Wait for Q result out only consider to buy or not because the Q result might making loss again

1 week ago

calvintaneng

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

calvintaneng

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

paktua73

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

duatlai

Concours with the above facts!
HDD play include JCY

6 days ago

duatlai

Next destination 0.61

6 days ago

paktua73

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

paktua73

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

Sales

Jcy is best of the best!!!

6 days ago

paktua73

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

Tanleechoo

Ong Ong lah JCY

6 days ago

paktua73

jcy break rm0.37 now rm0.39..


tut tut
let hit rm0.40

6 days ago

Greenbull88

Careful, the Q result out tonight or Monday might be still negative.

6 days ago

paktua73

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

duatlai

Impairment add back

6 days ago

adheree

next week important

6 days ago

calvintaneng

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

calvintaneng

Rm147 Mil cash
Debt Rm33 Mil

Cash less debt

Rm114 millions cash

JCY IS A NET CASH COMPANY!

5 days ago

calvintaneng

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

Oliver Ooi

monday, look look see see any chance to chip in or not

4 days ago

calvintaneng

In a bull run any pull back is opportunity to enter

So look for an opportunity

4 days ago

paktua73

morning..
yes jcy now break rm0.40..
now next destination is rm0.43



tut tut
let fight till rm0.56

3 days ago

Tanleechoo

🌶️🌶️🌶️ sure win

3 days ago

Oliver Ooi

I onboard, let's sail to next high

3 days ago

calvintaneng

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

calvintaneng

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

Oliver Ooi

let's break new high with notion

2 days ago

Tibbers

0.490 otw

2 days ago

Greenbull88

Careful, notion red now and if tonight jcy Q result out with -ve, Thursday will pull back, be careful

2 days ago

Greenbull88

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

calvintaneng

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

calvintaneng

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

Volz4321

Seems like next notion in the making

1 day ago

calvintaneng

STAY IN JCY
300% TO 500% GAIN VERY POSSIBLE!!

No need go here go there!

1 day ago

calvintaneng

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

NickelLee

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

calvintaneng

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

NickelLee

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

DGxSignal55

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

duatlai

Just pullback! Good to add, HDD play

12 hours ago

Volz4321

Supposed to have shoot up today, delayed

11 hours ago

calvintaneng

Latest good news

Sime darby building Rm2 Billion Data Center for renting out

Alibaba also starting Data Center in Malaysia

55 minutes ago

calvintaneng

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

calvintaneng

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

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