THE INVESTMENT APPROACH OF CALVIN TAN
DUFU,NOTION, JCY (HDD/SSD) VERSUS TECH GTRONIC, PERTAMA DIGITAL & GENETEC (WHY HDD/SSD ARE SUPERIOR OVER TECH), By Calvin Tan
calvintaneng
Publish date: Mon, 28 Oct 2024, 12:57 AM
calvintaneng
0 1,871
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Dear friends of i3 Forum,
We already warned that TECH will be hit when Donald Trump returns to The White House
Donald Trump will impose 10% tariff on all countries & China in particular will face 60%
Since TECH is sold to USA Directly & also indirectly through re-export from China to USA we urge caution on Tech
But why we are bullish on HDD/SSD stocks like DUFU, NOTION & JCY?
Answer:
Because JCY, Notion & Dufu export to Thailand SEAGATE & WESTERN DIGITAL & Philippines TOSHIBA
From there they re-export to over 10,000 DATA CENTERS ALL OVER THE WORLD: And Demand is Growing Year by Year
See Western Digital Results
Western Digital Corp (NASDAQ:WDC) reported a revenue of $4.1 billion, marking a 9% sequential increase and a 49% year-over-year growth. The company achieved a non-GAAP gross margin of 38.5% and non-GAAP earnings per share of $1.78, both above the midpoint of the guidance range.
Western Digital got 49% year-over-year growth!
Now let us go See HDD/SSD Year-over year growth verses Tech
1) DUFU (refer Bursa)
SUMMARY OF KEY FINANCIAL INFORMATION30 Jun 2024 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | ||||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 30 Jun 2024 | 30 Jun 2023 | 30 Jun 2024 | 30 Jun 2023 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 64,991 | 47,653 | 122,847 | 121,836 |
| 2 | Profit/(loss) before tax | 11,554 | 5,539 | 18,407 | 19,928 |
| 3 | Profit/(loss) for the period | 8,424 | 3,319 | 12,849 | 14,201 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 8,424 | 3,319 | 12,849 | 14,201 |
| 5 | Basic earnings/(loss) per share (Subunit) | 1.60 | 0.60 | 2.40 | 2.70 |
| 6 | Proposed/Declared dividend per share (Subunit) | 2.00 | 4.00 | 2.00 | 4.00 |
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.6500 | 0.6400 | ||
YoY Rm47.653 Millions to Rm64.991 Millions
Growth in Revenue is 36.3%
2) NOTION
SUMMARY OF KEY FINANCIAL INFORMATION30 Jun 2024 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | ||||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 30 Jun 2024 | 30 Jun 2023 | 30 Jun 2024 | 30 Jun 2023 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 135,485 | 83,198 | 340,873 | 251,240 |
| 2 | Profit/(loss) before tax | 24,041 | 2,744 | 54,908 | -4,471 |
| 3 | Profit/(loss) for the period | 19,963 | 1,821 | 42,022 | -9,602 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 20,153 | 1,821 | 42,212 | -9,602 |
| 5 | Basic earnings/(loss) per share (Subunit) | 3.90 | 0.35 | 8.18 | -1.86 |
| 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 1.00 | 0.00 |
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.8061 | 0.7387 | ||
From Rm83.198 Millions to Rm135.485 Millions
Growth of Revenue 62.8%
3) JCY
SUMMARY OF KEY FINANCIAL INFORMATION30 Jun 2024 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | ||||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 30 Jun 2024 | 30 Jun 2023 | 30 Jun 2024 | 30 Jun 2023 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 165,321 | 133,518 | 439,179 | 349,379 |
| 2 | Profit/(loss) before tax | 10,097 | -3,331 | 12,985 | -65,065 |
| 3 | Profit/(loss) for the period | 9,886 | -3,552 | 12,586 | -60,906 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 9,886 | -3,552 | 12,586 | -60,906 |
| 5 | Basic earnings/(loss) per share (Subunit) | 0.47 | -0.17 | 0.60 | -2.89 |
| 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.3325 | 0.3240 | ||
YOY GROWTH 23.8%
ALL 3 SHOW A POSITIVE REVENUE GROWTH & REFLECTED IN ALL THREE SEAGATE, WESTERN DIGITAL & TOSHIBA
Now see TECH
1) GTRONIC
SUMMARY OF KEY FINANCIAL INFORMATION30 Jun 2024 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | ||||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 30 Jun 2024 | 30 Jun 2023 | 30 Jun 2024 | 30 Jun 2023 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 27,758 | 31,514 | 57,660 | 64,641 |
| 2 | Profit/(loss) before tax | 6,491 | 8,919 | 14,318 | 14,145 |
| 3 | Profit/(loss) for the period | 4,272 | 7,078 | 9,995 | 10,378 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 4,272 | 7,078 | 9,995 | 10,378 |
| 5 | Basic earnings/(loss) per share (Subunit) | 0.63 | 1.06 | 1.48 | 1.55 |
| 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 1.00 | 0.00 | 3.00 |
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.4600 | 0.4600 | ||
Growth declined by 11.9%
But the decline in Share price was drastic
2) PERTAMA DIGITAL
SUMMARY OF KEY FINANCIAL INFORMATION30 Jun 2024 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | ||||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 30 Jun 2024 | 30 Jun 2023 | 30 Jun 2024 | 30 Jun 2023 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 1,631 | 1,654 | 3,324 | 3,003 |
| 2 | Profit/(loss) before tax | 143 | -5,000 | -1,468 | -7,153 |
| 3 | Profit/(loss) for the period | 143 | -5,000 | -1,468 | -7,153 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 56 | -4,503 | -1,191 | -6,274 |
| 5 | Basic earnings/(loss) per share (Subunit) | 0.01 | -1.03 | -0.27 | -1.44 |
| 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.0400 | 0.0400 | ||
Growth declined from Rm1.654 Millions to Rm1.631 Millions
Or down 1.3% (Actually almost no growth)
$ times Limit Down with Margin Calls on Top 30 Holders just like APB holders got margin call wipeout carnage
3) GENETEC (Favourite Stock of Tesla EV Battery Theme)
SUMMARY OF KEY FINANCIAL INFORMATION30 Jun 2024 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | ||||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| Three Months | Three Months | Fifteen Months | Fifteen Months | ||
| 01 Apr 2024 To | 01 Apr 2023 To | 01 Apr 2023 To | 01 Apr 2022 To | ||
| 30 Jun 2024 | 30 Jun 2023 | 30 Jun 2024 | 30 Jun 2023 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 51,486 | 0 | 347,003 | 0 |
| 2 | Profit/(loss) before tax | 7,631 | 0 | 90,390 | 0 |
| 3 | Profit/(loss) for the period | 7,799 | 0 | 84,549 | 0 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 10,158 | 0 | 86,123 | 0 |
| 5 | Basic earnings/(loss) per share (Subunit) | 1.32 | 0.00 | 11.19 | 0.00 |
| 6 | Proposed/Declared dividend per share (Subunit) | 2.00 | 0.00 | 2.00 | 0.00 |
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.6300 | 0.5300 | ||
Growth plummeted by a Whopping 85% crash
No wonder it retuned back to penny stock status
Oh I overlooked. Preceding year was 15 months. So Revenue could be less
SO PLEASE DO YOUR OWN DUE DILIGENCE
AT THIS JUNCTURE NO BUY CALL OR SELL CALL
With Kind Regards
Calvin Tan
Please do your own Self Study. In doubt consult competent Remisier/Fund Manager
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
JAYA TIASA (4383) WAS 71.5 SEN REPOSTING THIS PALM OIL JEWEL & LATEST UPDATES, Calvin Tan
Created by calvintaneng | Nov 27, 2024
Discussions
Be the first to like this. Showing 9 of 9 comments
Fastest growth industry overall is DC Centers and IOT (Internet of Things) & Ai (Artificial Intelligent)
See
https://www.datacenterdynamics.com/en/news/
1 month ago
Not theory
Western Digital & Seagate posted solid revenue & profit & price up
Malaysia Hdd/Sdd will follow
Earnings will increase
1 month ago
just doing a favour for you... in case you do not monitor anymore......HEXCAP IS 0.32 NOW
1 month ago
Dufu year on year registered Rm17.8 millions gross profit
only suddenly spike of ringgit rise caused a foreign currency exchange loss of Rm16 millions plus Rm4 mil for admin cost
so since USD has strengthened against Ringgit again the coming qtrs will see Better Results
i will hold Dufu
1 month ago
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
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The Demand for HDD/SSD, GPU & GRAPHIC CARD ARE REAL
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