THE INVESTMENT APPROACH OF CALVIN TAN

DATA CENTER IN FULL SWING : CATALYST FOR HDD DRIVE BULL RUN. SEE TOP 30 HOLDERS OF NOTION, JCY & DUFU, Calvin Tan

calvintaneng
Publish date: Sun, 26 May 2024, 11:30 AM
calvintaneng
0 1,821
Hi Guys,

I have An Investment Approach I which I would like to all.

Dear friends of i3 Forum,

We are now in a DATA CENTER powered Bull Run. NOTION just jumped 130%. Yes in just a short time NOTION up from 52.5 sen to Rm1.21 or Up 130%


Now we saw HUGE BUYING IN INTO NOTION


See again


Notice of Interest Sub. S-hldr (Section 137 of CA 2016)

NOTION VTEC BERHAD

Particulars of Substantial Securities Holder

Name
MR TAN PAU SON
Nationality/Country of incorporation
Malaysia
Descriptions (Class)
Ordinary Shares
Name of registered holder
(i) Tan Pau Son (Direct); and (ii) Tho Siew Wah (Indirect)

Date interest acquired & no of securities acquired

Date interest acquired
20 May 2024
No of securities
28,466,300
Circumstances by reason of which Securities Holder has interest
Purchase of Ordinary Shares via open market
Nature of interest
Direct and Indirect Interest

Total no of securities after change

Direct (units)

23,206,300

Direct (%)

4.497

Indirect/deemed interest (units)

5,260,000

Indirect/deemed interest (%)
1.019
Date of notice
23 May 2024
Date notice received by Listed Issuer
23 May 2024


A Check with Top 30 Holders of NOTION (Later we will also see JCY & DUFU Top holders)  will see He Already in Top 6 with over 11.4 Milion NOTION Shares



1. NOTION

30 TOP HOLDERS OF NOTION


No. Name No.of Shares %

1 CHOO WING ONN    22,025,766.......... 4.269%

2 RHB CAPITAL NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR CHOO WING HONG

18,000,000 3.489

3 LEE TIAN YOKE 17,976,446 3.484

4 CHOO WING HONG 16,172,939 3.135

5 RHB CAPITAL NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR CHOO WING ONN

12,192,000..... 2.363%

6 TAN PAU SON....... 11,407,20.....0 2.211%

7 RHB NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR THOO CHOW FAH

8,250,000 1.599

8 CARTABAN NOMINEES (ASING) SDN BHD

EXEMPT AN FOR LGT BANK AG (FOREIGN)

6,596,200 1.278

9 CHOO WING LEONG 5,995,475 1.162

10 RHB NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR CHOO WING YEW

5,917,800 1.147

11 MAYBANK NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR THOO CHOW FAH

5,850,000 1.134

12 THOO CHOW FAH 5,771,301 1.118

13 ER SOON PUAY 5,022,100 0.973

14 ENG HONG PALM OIL MILL SDN BERHAD 5,000,000 0.969

15 CHOO WING YEW 4,500,000 0.872

16 AFFIN HWANG NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR LIM TECK HUAT

3,677,600 0.712

17 CHOO WING YEW 3,232,087 0.626

18 LIEW CHOW THAI 3,000,000 0.581

19 RHB CAPITAL NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR CHOO WING HONG

3,000,000 0.581

20 THO SIEW WAH 2,830,000 0.548

21 CHOO WING KIN 2,745,350 0.532

22 ANG ENG SOON 2,630,000 0.509

23 HLIB NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR CHONG MOO LING

2,450,000 0.474

24 YUEN THUI YANG 2,362,563 0.458

25 CGS-CIMB NOMINEES (ASING) SDN BHD

EXEMPT AN FOR CGS-CIMB SECURITIES (SINGAPORE) PTE. LTD. (HOUSE ACCOUNT)

2,280,000 0.442

26 ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR TAN CHEE CHUAN (7007197)

2,159,600 0.418

27 OOI CHIN HOCK 2,122,800 0.411

28 CGS-CIMB NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR TAY HOCK SOON (MY1055)

2,111,100 0.409

29 TAN SOOK WANG 1,924,665 0.373

30 RHB CAPITAL NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR TAN CHEE CHUAN

1,865,800 0.361

TOTAL.............. 189,068,792........... 36.653%




Surprise? Combined Top 30 of Notion only hold 36.653%???

This Stock is a Candidate For Corporate Raiders if No one is Holding Substantial position


Suddenly TAN PAU SON Leapfrogged above Top holder

1 CHOO WING ONN    22,025,766.......... 4.269%


Adding over 28 Million NOTION shares in One Day!

To be in Top 1 position (With more than 5% NOTION Shares)


Of course CHOO WING ONN also in Top 5 position with 2.363%

So he is Still Top overall


But it will be interesting to see who else will take up Positions in NOTION as the HDD Bull progresses.


NOTION having so Many Shares in Free Float might see More Substantial Holders if Its Profits Solidify and show Consistency






2. JCY (Refer Bursa)


THIRTY LARGEST SECURITIES ACCOUNT HODLERS BASED ON RECORD OF DEPOSITORS AS AT 29

DECEMBER 2023

(without aggregating the securities from different securities accounts belonging to the same person)

No. Name

No. of

Shares %

1. CITIGROUP NOMINEES (ASING) SDN. BHD.

EXEMPT AN FOR UBS AG HONG KONG (FOREIGN)

1,515,483,052............ 71.80%


2. TAI CHIN OON 8,600,000 0.41

3. YAP LIM YORK 8,000,000 0.38

4. KENANGA NOMINEES (TEMPATAN) SDN. BHD.

KHO CHAI YAM

5,800,000 0.27

5. CIMSEC NOMINEES (TEMPATAN) SDN. BHD.

CIMB BANK FOR DATO’ WONG KING KHENG (PB)

4,800,000 0.23

6. KONG TIONG KIAN 4,555,100 0.22

7. MAYBANK NOMINEES (TEMPATAN) SDN. BHD.

PLEDGED SECURITIES ACCOUNT FOR CHANG FOK CHIN

2,980,000 0.14

8. YEE CHIN CHIN 2,850,000 0.14

9. CITIGROUP NOMINEES (ASING) SDN. BHD.

EXEMPT AN FOR OCBC SECURITIES PRIVATE LIMITED (CLIENT A/C-NR)

2,710,000 0.13

10. CGS-CIMB NOMINEES (ASING) SDN. BHD.

EXEMPT AN FOR CGS-CIMB SECURITIES (SINGAPORE) PTE. LTD.

(RETAIL CLIENTS)

2,685,500 0.13

11. CIMSEC NOMINEES (TEMPATAN) SDN. BHD.

CIMB FOR CHOW CHONG CHEK (PB)

2,617,400 0.12

12. HSBC NOMINEES (ASING) SDN. BHD.

EXEMPT AN FOR CREDIT SUISSE (SG BR-TST-ASING)

2,560,000 0.12

13. MAYBANK NOMINEES (TEMPATAN) SDN. BHD.

PLEDGED SECURITIES ACCOUNT FOR WONG ENGINEERING

CORPORATION BERHAD

2,300,000 0.11

14. KENANGA NOMINEES (TEMPATAN) SDN. BHD.

PLEDGED SECURITIES ACCOUNT FOR GOH CHING MUN

2,200,000 0.10

15. NG MENG WAH 2,190,000 0.10

16. MAYBANK SECURITIES NOMINEES (ASING) SDN. BHD.

MAYBANK SECURITIES PTE LTD FOR YANG CHENG HONG

2,100,000 0.10

17. GOH CHIN CHONG 2,038,900 0.10

18. ALLIANCEGROUP NOMINEES (TEMPATAN) SDN. BHD.

PLEDGED SECURITIES ACCOUNT FOR YONG LOY HUAT (7000875)

2,000,000 0.09

19. CGS-CIMB NOMINEES (TEMPATAN) SDN. BHD.

PLEDGED SECURITIES ACCOUNT FOR TEH SHIOU CHERNG

(J D B TUNGGAL BR-CL)

2,000,000 0.09

20. CITIGROUP NOMINEES (ASING) SDN. BHD.

EXEMPT AN FOR UBS AG SINGAPORE (FOREIGN)

2,000,000 0.09

21. KENANGA NOMINEES (TEMPATAN) SDN. BHD.

KONG TIONG KIAN

2,000,000 0.09

22. DR. ROZALI BIN MOHAMED ALI 2,000,000 0.09

23. YEE CHIN CHIN 2,000,000 0.09

24. LIM SEW KIM 1,973,300 0.09

25. MAYBANK NOMINEES (TEMPATAN) SDN. BHD.

SIEW CHEE SENG

1,940,000 0.09

26. PUBLIC NOMINEES (TEMPATAN) SDN. BHD.

PLEDGED SECURITIES ACCOUNT FOR TAN KIEN WI (E-JCL/KPT)

1,900,000 0.09

27. ZAIANUDDIN BIN MOHAMED 1,800,000 0.09

28. PUBLIC NOMINEES (TEMPATAN) SDN. BHD.

PLEDGED SECURITIES ACCOUNT FOR LEE YOU LAM (E-KKU/BFT)

1,780,500 0.08

29. TAN CHOO MIT 1,768,900 0.08

30. GRACE CHEAH YEONG SEN 1,723,200 0.08

TOTAL 1,599,355,852 .....75.77%


TOP NUMBER ONE HOLDER OF JCY OWNS 71.8%

There will be no chance for any Corporate Raider


Instead JCY is a Candidate for Privatization 

Since Top 29 Other Holders of  JCY only own a mere combined total of  3.97%

No one has more than 10% to oppose Privatization if Top Management of JCY wanted to

Just like in the case of Boustead. It was taken private due to little objection as none own more than 10% to prevent it from taken private



3. DUFU


THIRTY LARGEST SECURITIES ACCOUNT HOLDERS

Name Shareholdings %

1. Perfect Full Yen Sdn Bhd 56,410,000 10.63

2. Perfect Commerce Sdn Bhd 51,737,000 9.75

3. Lee, Hui-Ta @ Li Hui Ta 49,635,698 9.36

4. Wong Ser Yian 26,473,786 4.99

5. CGS International Nominees Malaysia (Tempatan) Sdn Bhd

Qualifier: CGS International Futures Malaysia Sdn Bhd (MY)

15,078,800 2.84

6. Wu, Mao-Yuan 14,519,000 2.74

7. CIMB Group Nominees (Tempatan) Sdn Bhd

Qualifier: CIMB Commerce Trustee Berhad for Kenanga Shariah Growth Opportunities

Fund (50156 TR01)

14,263,254 2.69

8. Citigroup Nominees (Asing) Sdn Bhd

Qualifier: CBNY for Norges Bank (FI 17)

11,416,200 2.15

9. Wang, Kuei-Hua 10,112,130 1.91

10. Amanahraya Trustees Berhad

Qualifier: Public Islamic Opportunities Fund

9,896,300 1.87

11. Amanahraya Trustees Berhad

Qualifier: Public Smallcap Fund

9,543,400 1.80

12. DB (Malaysia) Nominee (Tempatan) Sendirian Berhad

Qualifier: Deutsche Trustees Malaysia Berhad for Eastspring Investmentssmall-Cap Fund

7,465,600 1.41

13. CIMB Islamic Nominees (Tempatan) Sdn Bhd

Qualifier: CIMB Islamic Trustee Berhad - Kenanga Syariah Growth Fund

7,261,600 1.37

14. Perfect Hua Ta Sdn. Bhd. 7,094,000 1.34

15. RHB Nominees (Tempatan) Sdn Bhd

Qualifier: Pledged Securities Account for Ooi Keng Thye

6,442,800 1.21

16. CIMB Group Nominees (Tempatan) Sdn Bhd

Qualifier: CIMB Commerce Trustee Berhad for Kenanga Growth Opportunities Fund

(50154 TR01)

5,862,460 1.10

17. Maybank Nominees (Tempatan) Sdn Bhd

Qualifier: Pledged Securities Account for Ooi Keng Thye

5,133,800 0.97

18. Wu Ming-Hsiu 5,105,000 0.96

19. CIMSEC Nominees (Tempatan) Sdn Bhd

Qualifier: CIMB for Lim Ka Kian (PB)

4,549,600 0.86

20. DB (Malaysia) Nominee (Tempatan) Sendirian Berhad

Qualifier: Deutsche Trustees Malaysia Berhad for Hong Leong Dana Makmur

4,532,200 0.85


21. Cartaban Nominees (Tempatan) Sdn Bhd

Qualifier: PAMB For Participating Fund

4,340,800 0.82

22. Citigroup Nominees (Tempatan) Sdn Bhd

Qualifier: Kumpulan Wang Persaraan (Diperbadankan) (Kenanga)

3,510,500 0.66

23. Maybank Nominees (Tempatan) Sdn Bhd

Qualifier: National Trust Fund (IFM Kenanga) (410196)

3,394,400 0.64

24. UOBM Nominees (Tempatan) Sdn Bhd

Qualifier: UOB Islamic Asset Management Sdn Bhd For Lembaga Tabung Haji

2,961,800 0.56

25. Pacific Trustees Berhad

Qualifier: Exempt An For ET Smart Wealth Sdn Bhd (Clients’ Account)

2,860,500 0.54

26. DB (Malaysia) Nominee (Tempatan) Sendirian Berhad

Qualifier: Deutsche Trustees Malaysia Berhad for Hong Leong Growth Fund

2,700,000 0.51

27. Maybank Nominees (Tempatan) Sdn Bhd

Qualifier: Maybank Trustees Berhad for Kenanga Syariahextra Fund (N14011960240)

2,620,500 0.49

28. Citigroup Nominees (Tempatan) Sdn Bhd

Qualifier: Employees Provident Fund Board (ARIM)

2,537,000 0.48

29. CIMB Group Nominees (Tempatan) Sdn Bhd

Qualifier: Exempt An For Petroliam Nasional Berhad (KIB)

2,269,400 0.43

30. Amanahraya Trustees Berhad

Qualifier: Public Islamic Mixed Asset Fund

2,263,100 0.43



WHOA! DUFU THROWS UP A TOTALLY DIFFERENT SURPRISE


DUFU IS OWNED BY MOSTLY FUNDS (BOTH LOCAL FUNDS AND FOREIGN FUNDS. WITH SOME TAIWANESE NAMES.)


WHY? WHAT DO THEY SEE IN DUFU?  While Retail Players only Play NOTION & JCY?

IS DUFU A BETTER HDD DRIVE STOCK?



Very Warm Regards


Calvin Tan


We have shared the facts & figures. Please do your own due diligence before buying or selling or Consult your Remisier /Fund Manager




Discussions
Be the first to like this. Showing 11 of 11 comments

Goldberg

Hard drive storage will soon become part of computing history, says expert

Hard drive storage will soon become part of computing history, says expert
Hard disk drives will soon become obsolete
baloon111/iStock
Data storage on hard drives will soon become a thing of the past, according to an expert Shawn Rosemarin, Vice President, R&D and Customer Engineering – Pure Storage. According to Rosemarin, we could see the last hard drive being sold in just about five years from now, PC Gamer reported.

Most computer users have long migrated to cloud storage solutions when it comes to safely storing their data. With content being streamed on smartphones and tablets practically everywhere, there is little reason to own a hard drive these days.

Most laptops and computers too are equipped with solid-state drives, so the question is, where are hard drives even used?

The Last of the Hard Drives

Back in 1956, IBM unveiled the 305 RAMDAC, which was likely the first computer to run a hard drive with a magnetic disk. The entire assembly took up a sizeable portion of the room but offered nothing over 5 MB of conventional storage capacity.

Fast forward 50 years, storage capacities had zoomed to one terabyte, and the size of the drive itself had reduced to the palm. When writing this, one can buy 22 TB storage for regular use and even 26 TB models for use in data centers.

The problem, however, according to Rosemarin, is that the world spends three percent of its energy on data centers, most of which is to spin the hard drive’s disk. Shifting to flash storage could reduce power consumption by as much as 90 percent. This is why the shift away from magnetic storage is inevitable.


Hard disk drives will soon become part of computer junk that nobody looks at
Adam Smigielski/iStock
The major hurdle, according to Rosemarin, is the cost of flash storage. A 100TB flash storage costs $40,000, which is exorbitant when hard drive storage for similar capacity costs about $2,000. But as with computing hardware, prices tumble very quickly, and the SSD will also meet the same fate, sooner or later.

Whether the last hard drive is sold in 2028 or not could be the topic of a moot discussion, but its place in computing is almost cemented. The timeline could be pushed up even further if newer storage solutions are discovered during this time.

If you’d like to salvage a piece of history, then now might be a good time to pick a new hard drive for memory’s sake. Else you will be left searching for them, just like we do with floppy disks now.

3 weeks ago

calvintaneng

Say expert?

You quote from a wrong source

Might as well quote what Russia said about Ukraine or what Usa said about China in trade war

Better go ask the correct people about Hdd by calling up Seagate, Western Digital and Toshiba

3 weeks ago

calvintaneng

Seagate the world biggest Hdd drive maker already stated Hdd will continue to be in year till year 2034 - 10 years more and longer

3 weeks ago

calvintaneng

"Nothing is so powerful than an idea whose time has come"

-- Victor Hugo

Hdd bull run commencing

3 weeks ago

calvintaneng

highlights of each's strength and latest development

1. Jcy
it said they only use 50% capacity and earned more because of selling higher value products

2. 2nd half year results will be better than 1st half of 2024

so we have clarity here

Jcy profits expected to increase

2. Notion
no. 6 holder with 11.4 millions Notion shares suddenly bought another 28 millions Notion shares about Rm1.00 to be in Top position over 5%

there is fierce buying

3. Dufu
the laggards
a check shows many Funds are in Dufu including Norway Fund

3 weeks ago

calvintaneng

AI (Artificial Intelligence) Boom Time Sudden Turnaround The Fortunes of HDD (Hard Disk Drive) Makers, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-27-story-h-160745258-AI_Artificial_Intelligence_Boom_Time_Sudden_Turnaround_The_Fortunes_of_

0 seconds ago

3 weeks ago

Nepo

too late to buy..

2 weeks ago

Income

Don't simply write article without giving people warning... In case of not performing as per your write up.
Money is hard to earn...Whoïii

2 weeks ago

Michael Kwok

High already dun buy.sell call
Jcy 50 cents
Notion rm 1.23
Ytlpower 4.96
Dufu 2.31
28/5/24 11.46am

2 weeks ago

calvintaneng

AFTER GREAT SUCCESS IN VSTEC - JCY & NOTION ARE TWO CHUN CHUN BUY CALLS OF CALVIN TAN

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-09-story-h-159761067-AFTER_GREAT_SUCCESS_IN_VSTEC_JCY_NOTION_ARE_TWO_CHUN_CHUN_BUY_CALLS_OF_

1 minute ago



calvintaneng

VSTEC (5162) A MONOPOLY ON THE INTERNET ECONOMY & E-COMMERCE PLUS HIGH DIVIDENDS , Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

VSTEC IS LOCAL WHY JCY, NOTION & DUFU ARE GLOBAL!!

1 week ago

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