Initially I also think the profit may not sustain but after reading the reports I strongly believe the profit at least sustainable for 2 more quarters. Who knows during know to the end of the 2 quarters what will happen? Who knows Seagate will give all the LTA to JCY? Then is it sustainable then?

Beside, I think the explosion of data storage needs due to cloud computing is going to drive the needs. Flash memory will never replace HDD and that is never the big volume that will dilute the market share of HDD.

that someone must be super rich to take all the mother!

Lamken..does it means from tomorrow onwards you will not see the price you seeing today anymore because is going to fly! Does it also means it will not drop for sure?

fair enough..I trust you Lamken

It sounds good but is this a speculation or for real?

NKN1...you still don't get the point. The cow boys are the one manipulating the mother price because of their CW they issue. To cut it short, no mother no derivative. When high demand on mother then the price will shoot up. It depends on how much the cowboy willing to pay.

i didn't said I will not sell..I am just saying it is too precious and if you want to buy then is not going to be 1.6 :P

my precious mother share :)

the privatisation option is just too far reach to me. I couldn't think of other option better than forcing the cow boys to panic and all going after the mother. Thanks.

what if the number of mother share in the market reduced from 500m to 200m :-)

http://www.theedgemalaysia.com/business-news/213688-malaysias-khazanah-to-list-15-bln-healthcare-ipo-at-end-july-sources.html

Faber is set to benefit from this listing from khazanah!

why tomorrow ler lamken....we are hungry now!

privatise huh...hmm..this will be really a piece of surprise news.

1. can you imagine what will the future profit like with 3 times of the size of current output? Maybe more
2. Can you imagine with such capabilities, Seagate might gave out the LTA to JCY soon

signing share purchase agreement this week

osk merger near completion. OSK getting nod from the regulators. Announcement soon.

Lamken, so can you share what is appetizer 1 now?

the volume speaks for itself.

those who didn't buy today will regret tomorrow. :-)

rebounding time....I heard my remisier saying that big fish are accumulating the next few days run up. Don't lose out ...

awaiting HSS renewal news...should be soon

a little old but it is still valid. Important thing is it is very well written...http://tobeasuccesstrader.blogspot.com/2011/03/faber-mar11_21.html

man..it just started...why run so early. Run also tomorrow man. You still haven't factored in the announcement + dividend

just the beginning...rebouncing strongly...
lamken, the time will prove you right.

'Fat Cat Tim Buddy', you tin kosong only. What have you contributed in this forum? You can disagree with lamken but why personal attack. who you think you are.

it is now or never.

there is no forever dropping stock...think and you know if this is already bottoming.

there's no 'erection' issue ok for supermax :-) I can tell you that while you are throwing, there are syndicate which are collecting including EPF. Infact, have heard this months back. It is the right price now.

rumour said mr ong might buy all OSK share back at 2.50 to gain all the RHB stake

My 2 cents is that Benalec is a good stock and very under value.

why do you all care so much of the price up and down..that's a normal sign for any stock. Importantly do you believe this is a good stock and if it is, it will definitely go up later if not now.

This stock is like dialog..have you seen how dialog move from 1.xx to 2.xx

believe in yourself...the stock movement, volume and the price will tell the truth.

I told you all earlier..this stock never wait..when it comes it shoot up like a star

my remisier told me just 5 mins ago..reliable sources said the 8bil project for tanjung piai is believe to be approved. If is true, the TP is not 1.50 but 2.50. Let's see if the market proves it right.

yes..and that is SHOW ME THE MONEY!

osk fundamental weak or strong, bottomline is RHB is still buying the OSKIB. The fact is mr ong will not let go of it so easily without getting a big check out from RHB...

the tanjung piai project is under study and due to complete. Expecting Q3 to commence construction...My remisier told me since some months back, the big fish are collecting them

the term of merger sucks

buy when everyone is fear... Warren B's theory.. you will not regret accumulating this stock

technical correction coming...just hold on... speculator keep off

my sifu told me his client is accumulating..no one can give you date. When it comes it comes.

bro...load up your gun..this is coming soon.

Watch out huh...I did not say is a buy call ok. Buy and sell at your own risks

my sifu is my remisier lar...see the volume :D

My sifu said...if this stock doesn't crossed 1.6 in 2 months, I don't have to call him sifu anymore. NEVER ever heard such confident comments from him before. He said JCY will fly today...keeping my finger crossed.

chill brother...jatuh ke naik ke is ok. Many speculator out there with many different opinions..especially those who said the demand of HDD is declining due to tablets penetration in the market. It is for sure some impact but do you know cloud computing is also gaining mainstream and big amount of HDD capacity are required in this business... and etc. YOu do your maths..

fellow comrades...believe in what you buy and the potential of the stock... the stock market will surely go up and down accordinly and that's normal. Good stock when go down will rebounds back strongly. You choose if you want to be a winner or loser.

best price to get in now...starting engine soon..this stock never wait.

JCY (TRADING BUY; FV: RM1.80) for cheap valuation and high dividends. The company posted strong 1QFY12 results, with its core earnings of RM162.5m nearly thumping its full-year FY10 earnings of RM173.8m, pushed up by pent-up demand for base plates and actuators as well as a favorable forex rate. Recall that its ASPs for these products have risen by approximately 20%-50%, with Seagate doubling its component orders on a contractual basis. We expect JCY’s 2QFY12 core earnings to come in near its 1QFY12 numbers. Strictly annualizing the 1Q results, the company’s full-year core earnings are estimated at RM650m vs our forecast for RM459m, suggesting that at the current market price, JCY is trading at a discounted FY12 PER of 5x-6x, compared to its historical local peer average of 10x when the market was on an uptrend. Furthermore, the stock is transacting below its IPO price of RM1.60, which had priced it at a rich valuation multiple of 19x FY10 PER. We reiterate our TRADING BUY call on JCY, with a FV of RM1.80, based on 8x FY12 PER, underpinned by its strong near-term earnings momentum and attractive dividend yield of 7%.