THE INVESTMENT APPROACH OF CALVIN TAN

NOTION'S REPLY TO UMA CONFIRMED THAT WE ARE NOW IN DATA CENTER/AI DRIVEN BULL RUN (Time To Buy JCY, NOTION, DUFU & HOLD TIGHT) , Calvin Tan

calvintaneng
Publish date: Wed, 19 Jun 2024, 01:54 AM
calvintaneng
0 1,841
Hi Guys,

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

Dear friends of i3 Forum,

We now SEE A DOUBLE COFIRMATION That We Are in A Data Center Plus Ai Propelled Bull Run Time By Double Confirmation: FROM JCY & NOW FROM NOTION


Refer to Both JCY & NOTION VTEC Announcement in Bursa


First. 

See JCY

ADDITIONAL NOTES REQUIRED BY THE LISTING REQUIREMENT OF BURSA MALAYSIA SECURITIES BERHAD


B3. FUTURE PROSPECT

B4. VARIANCE FROM PROFIT FORECAST

Not applicable as the Group has not issued any profit forecast for the period under review.

(The rest of the page has been intentionally left blank)

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.



Read again

 the Group expects the

performance of the second half year to be better than the first half.





WHY SHOULD 2ND HALF BE BETTER THAN FIRST HALF?


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. 


a 3% increase Quarter on Quarter (QoQ)

in units shipped 

and 22% QoQ total Storage Capacity shipped, increasing to 262 Exabytes(EB)


In other words only 3% increase in Sales Delivery

But Value jumped by 22% or Profit up by 22%

That means 22/3 = 7.33 X or  733% JUMP IN PROFITS!


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.


Above JCY Stated it got both HDD (Hard Disk Drive) & SSD (Solid State Drive)


This result is even more

significant given that the Group’s capacity utilisation is still less than 50% in the reported quarter.

Even with less than 50% capacity utilisation in the reported qtr it produced this SIGNIFICANT RESULT


HOW MUCH MORE PROFITS WILL SECOND QTR BE WHEN JCY RAMP UP PRODUCTION


Now See Prices of HDD are Up by 20%!

AI boom is boosting demand even for HDDs, raising prices by up to 20% since Q3

comment bubble on white

No computer part, even spinning rust, is safe from the hype cycle

Hard drives are now being sold at elevated prices and the sector is even experiencing shortages thanks to AI-driven demand, which has similarly boosted prices for SSDs and GPUs.

At least one hard drive manufacturer, Western Digital, has expressed its intentions to raise hard drive prices per a letter shared by TrendForce. The letter, penned by channel SVP Scott Davis on April 8, says: "Western Digital is seeing higher than expected demand across its entire flash and hard drive portfolio resulting in supply constraints."


THERE IS NOT ENOUGH HDD TO MEET DEMAND AND SO PRICES ARE GOING UP


Now See NOTION


Reference is made to the unusual market activity query dated 18 June 2024 in respect of the sharp rise in the price of Notion VTec’s securities recently (“trading activity”) (collectively “UMA Query”).

 

After having made due enquiries with the Directors, major shareholders and such other relevant persons, and to the best knowledge and belief, the Board of Directors of the Company wishes to provide the following replies to the queries in the same orders as the UMA Query:


i) Strong Financial Performance Recovery

 

Notion VTec has reported positive returns in first and second quarters of financial year 2024 (“FY2024”). Our financial results have shown consistent improvement, demonstrating our resilience and effective strategic initiatives. Investors, both retail and institutional, have responded positively to our performance, reflecting their confidence in our ongoing business prospects.


Notion said both retail & institutional investors have responded positively to Notion's performance


In other words FUNDS are now in NOTION


ii) Industry Turnaround

 

In line with technology stocks growth on the NASDAQ stock market, Notion VTec being a technology stock has benefitted from a notable turnaround of the Hard Disk Drive (HDD) and Electronics Manufacturing Services (EMS) sectors. Furthermore, in the Automotive sector, Notion VTec may benefit from the trade tension between China and the West with the recent increase in import tariffs of aluminum and steel products exported from China to the United States of America with the possibility of major customers reallocating more orders in the coming quarters.


In other words turnaround or CYCLICAL RETURN OF DEMAND FOR HDD HAS RETURNED


NOTION QUALIFIES AS A TURNAROUND IN PETER LYNCH'S 6 CATEGORY OF STOCKS

This increase in sales was highlighted in the commentaries of unaudited quarterly financial report for the second quarter of FY2024 where we mentioned that the second half of FY2024 may outpace the first half of FY2024.

Now take note very very very carefully

 the second quarter of FY2024 where we mentioned that the second half of FY2024 may outpace the first half of FY2024.


IN BOLD

THE SECOND QUARTER OF FY2024 WHERE WE MENTIONED THAT THE SECOND HALF OF FY2024 MAY OUTPACE THE FIRST HALF OF FY2024


READ ONE MORE TIME


 THE SECOND HALF OF FY2024 MAY OUTPACE THE FIRST HALF OF FY2024



OUTPACE MEANING

outpace
verb  


to   move  or   develop   faster  than someone or something   else:
Bolt managed to outpace every other runner.
The company has completely outpaced its rivals in the market.

THAT MEANS THAT NOTION AGREES & INLINE WITH JCY SAYING 2ND HALF OF YEAR 2024 WILL BE EITHER GOOD, EXCELENT OR SPECTACULAR!

AS WARREN BUFFET SAID, "IF A BUSINESS DOES WELL ITS SHARE PRICE EVENTUALLY FOLLOWS"



Warren Buffett Quote: If a business does well, the stock ...



SINCE JCY, NOTION AND DUFU HAVE ALL STATED THEIR VERY POSITIVE STANCE REGARDING HDD

WE EXPECT THEIR PRICES TO GO UP

HOW HIGH THEY WILL REACH YET TO BE SEEN

ONLY WAY TO KNOW IS TO BUY AND HOLD ALL THROUGH THE 2ND HALF OF 2024 IRRESPECTIVE OF WHAT OTHERS OR  ALL OTHERS NAYSAYERS OR DOUBTERS SAY


THANK YOU


With Warm Regards


Calvin Tan


Please buy or sell after doing your own DUE DILIGENCE Or Consult Your Remisier/Fund Manager



STOP PRESS!


ONE MORE BULL STOCK


HEXCAP OWNS 49% OF TRANSGRID VENTURES


AND TRANSGRID HAS A "TREMENDOUS GRIP" ON MAJOR TNB PROJECTS"


TNB COMING JOB AWARD IS A WHOPPING RM90 BILLIONS







Discussions
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calvintaneng

APART FROM THESE THREE UPCOMING BULL STOCKS : JCY, NOTION & DUFU

WE THINK HEXCAP (OPCOM 0035) WILL ALSO GO INTO A BULL RUN

HEXCAP HAS 4 INCOME STREAMS JUST LIKE NOTION

NOTION

1) HDD DRIVE
2) EMS
3) DIGITAL CAMERA
4) FACE MASKS

ALL FIRING UP WITH 4 ENGINES!

HEXCAP

1) FIBER OPTIC BY OPCOM. THIS IS A MUST FOR 5G & DATA CENTER & LONG DISTANCE FIBER OPTIC TRANSMISSION AT THE SPEED OF LIGHT
100 DATA CENTERS FROM MALAYSIA TO ALL OTHER 10,000 DATA CENTERS ON EARTH CAN BE REACHED BY OPTIC FIBERS AT THE SPEED OF LIGHT IN JUST ONE/TWO SECONDS

2. TRANSGRID VENTURES (HEXCAP BOUGHT 49%) THIS IS "TREMENDOUS GRIP" ON TNB PROJECTS

SEE

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-14-story-h-159638897-TNB_SUBSTATION_PROVIDER

3. HEXCAP TOP OWNER OF BINACOM. JUST GOT TNB CABLING PROJECT

4. CONSTRUCTION: AWARD: RM97 MILLIONS PROJECT FOR HOSTEL

HEXCAP WILL PARTICPATE IN DUAL 5G AS IT IS A PARTNER OF ERICSON

https://www.thestar.com.my/business/business-news/2024/06/18/fahmi-malaysia-ready-to-roll-out-dual-5g-network

1 month ago

calvintaneng

FIBER OPTIC - A VITAL CONNECTOR IN DATA CENTER & FOR WORLD WIDE CONNECTION AT SPEED OF LIGHT

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-20-story-h-158869389-FIBER_OPTIC_A_VITAL_CONNECTOR_IN_DATA_CENTER_FOR_WORLD_WIDE_CONNECTION_

OPTIC FIBER NEEDED IN DATA CENTER

1 month ago

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