chia lat....bottom fishing anyone?

Budget to be adverse to Genting?

Looking to pop further im sure.

Let's rewind back to Dufu Q3 results where in the prospects they did mention sales is going to get beaten badly. What they said back then, is reflected in Q4 announced yesterday. They have been very transparent to the minority shareholders like us. How many companies do that in Bursa?

will power up soon..

this counter sure will goreng soon...just be patient..

didn't sell on the first day of IPO....Greedy clouded my judgement

so fast puncit

why RHB make a buy call and price nosedived thereafter?

Results is decent, although down but why
share price got beaten so badly?

any idea why the significant gain today?

a long term accumulation is on the card

more to come from this company..the dividend yield is a good cushion should the market deteriorates.

why crash? any news?

mayb the proceeds is to settle the loan and not benefitting shareholders?

Can I check with anyone here who intend to take up the rights via public Bank. This is the first time I am subscribing via Public Bank. Seems a lot cheaper at RM4 and without stampt duty as per their Prospectus. Unfortunately, after I logged on into Public Bank website and click the e-rights issue, there is nothing in the public bank website. anyone has the same issue?

whats d link?

UK casino is losing money....just increases its losses for the year

your post always talks bout thong guan...many years ago, their share price never moved, only moved in the last couple of years..so when did u start your career in KPMG?

its time to accumulate for those who missed it earlier..dont wait..

she will be back before you knew it..

With Public bank doing well in Q1, the rest should follow suit...Buy all the banks in Malaysia namely maybank, CIMB and Hong Leong

but u have to ascertain how much are they valuing YTL Cement...Its crazy RM5 billion which is almost the entire market valuation of YTL Group. The valuation is excessive, dont u think so?

whats the consequences of the take-over? who is in favourable position YTL or M Cement?

giving RM7.7m back to employees is fine but it should be apportioned over a 12 month period..The decision on giving the bonus I supposed is based on their year-end 31 Dec financial results...Unfortunately, it is charged one shot and hit the Q1 results, and thus distorted the quarterly results...

I don't think such a move is a good practice of corporate governance and I think Fund Mangers will now be tactful with management.

profit seems to be good going forward and has been delivering for the last few quarters but the share price is a bit stagnant

when will the first batch of iconic gloves available in mass market and impACT on the Group's profitability?

back to my radar once the price fell below rm2

hopeless for minority shareholders

Train to Holland?

The insider continues collecting but simply we the average tom, dick and harry cant or we don't have the necessary credentials to buy but only allowed to sell...a bit unfair I would say.

noisy until price drop

if i am not mistaken, cement price is not subject to the government's approval

what is written is an indication but never as an investment tool...don't rely too much la bro....i remembered JCY story last year.

Very disappointed with their latest quarter results...At such at high CPO price, Group wise they r still making losses..Sold at 29 cts...it may go up higher with the current streaks of high CPO price but I think I will switch to BPlant for more profit certainty

Its time for this sleeping beauty to finally wakes up

at this price of below RM2, I am accumulating..I am expecting good results for the next 2 quarter onwards

The annual report is out..Mgmt claimed the dividend payout for FY2020 is the highest in its history. Also, look at the outlook mentioned in the Management Analyst....they seem to be confident with the outlook of their business.

semua pun boleh

agree....this is once a blue moon opportunity to collect dirt cheaps stocks like Genting.. It will only head North from now

But the same internal people who bought the shares at 2.23 - 2.33, sold all his holdings in early January at 1.95-1.98...

how can ah wong collecting before releasing their results? its insider information right?

sell on news i suppose after the ceo came out talking..crap

ini kali lah

talking bout their next quarter profitability....wondering the ceo is dumping but Icap is accumulating...doubt the results will be spectacular...

Reported by the edge this weekend..that's why the fly down..

News about JCY losing a major customer has put investors on the alert. There are concerns that a scaling back on buying by HDD producers as they embark on a rationalization of their supply chain may hurt the market.

Apart from JCY, two others listed HDD players are DUFU and Notion.

Industry observers are of the view that JCY’s announcement does not reflect the situation in the entire HDD market, citing competition and pricing as possible reasons for the JCY customer’s decision.

It is worth noting that there are various mechanical components in HDDs, with JCY mainly involved in producing base plates while DUFU and Notion manufacture disk spacers. The components are then supplied to three HDD giants, namely Seagate, Western Digital and Toshiba.

Market observers say the advantage enjoyed by DUFU and Notion is that demand for disk spacers increases in tandem with storage capacity. That is why observers see healthy growth for the next two years from Jan 2021 at least, especially enterprise servers for cloud computing in a post pandemic.

However for base plates, in which JCY has a presence – the growth goes in tandem with the unit of shipment which has been falling over the years because low end HDDs are being replaced by SDDs which a are faster, lighter, more durable and consume less energy.

The unit of shipment for HDDs is down 10% every year. Now (Jan 2021) we don’t talk about the unit of shipment but it is calculated based on the amount of storage which has been growing 30% per year since 10 years ago.

The storage growth will be even higher in the next five years from Jan 2021 driven by the work from home arrangements because of the pandemic. Technological advancements such as 5G will also spur the expansion in the HDD segment.

Exponential growth in data gas prolonged the life span of HDDs. As such HDD component manufacturers are focusing on higher end HDDs catering for enterprises.

Whole SSDs are seen as a threat for HDDs observers think that more time is needed for the SSD segment to catch up, on the back of huge investment cost involved. Despite the SSD price coming down in the past two years the cost of ownership for a higher version of HDD is still 10x cheaper than that of SSD.

Overall industry players do not foresee a structural change to the HDD segment, as demand from enterprise sector is still growing, albeit with shrinking orders from the consumer side.

Enterprise hubs such as Google will not choose to change to SSDs entirely because of the cost efficiency consideration. It is not just about the storage issue but they have to take into account other factors such as electricity voltage and backup system. Observers do not think the price gap between HDDs and SSDs will be closed anytime soon.

Enterprise HDDs will continue to be the target market for HDD component manufacturers. And it will tough for these manufacturers to venture into the SSD market due to the huge differences in internal components.

The HDD segment contributes 80% to Taiwan’s DUFU top line.

JCY loss of its major customer is expected to have a negative impact on its financials with possible impairment provisions for FY2021. In response it said a major realignment of its customer base has commenced.

Currently only 40% of Notion top line is derived from HDD business.

accumulate on weakness, sure win in 2 more years to come

time to buy when there is fear

benchmarking against uwc of course not good

only end of last year management was looking for buyers to sell their stake and heavily promoting their counter, only announce impairment going forward...