Posted by Jerung > 2 hours ago | Report Abuse

gotta come here after reading the write up by Sifu @calvin


Jerung

371 posts

Posted by Jerung > 1 hour ago | Report Abuse

will the SPRM look into OPcom past, influence the future ?

Welcome to Hexcap

This is the last of the DC related low hanging fruit left
And you are here still early as Hexcap upside only just started

No need to Worry about Hexcap past baggage as Eadie has taken over 100% in leadership & also now a major share holder

Now Opcom though still major in fibers, is only playing one part out of 4

Hexcap actually got 4 Businesses just like Notion Vtec

1) Fiber Optics (By Opcom)
2) Associate of Binacom

3) Invested 49% in Transgrid Ventures
(THIS WILL BE THE GAME CHANGER!)

4. Hexcap also into Construction

On 12 April 2024, TJE received a letter of award from Landasan Kapital (M) Sdn. Bhd., a civil engineering
construction company, on the appointment of TJE as the sub-contractor for the construction of student
hostels for Universiti Malaysia Kelantan in Bachok, Kelantan with a contract value of RM97.0 million. The
scope of work includes execution of civil, structural, architectural, and mechanical works. Acceptance of
the letter of award however is subject to approval from the shareholders of HCB for the Proposed
Diversification.
This endeavor represents a strategic opportunity for the Group to expand its Engineering, Procurement,
Construction, and Commissioning (“EPCC”) services beyond its existing telecommunication network and
power generation segments. By venturing into the construction and project management business, the
Group aims to enhance its engineering expertise and scale up its resources, creating synergies within the
Group.

Yes Jerung
I see you visited Hexcap
There is nothing wrong to take profit from those that moved up alot and reinvest proceeds to laggards with potential

See if Jcy got pull back to re enter again
This Jcy although up quite alot already from its lows still in uptrend mode
See if got weakness then buy back
As for Hexcap it is still a young bull.
Not many know it got Transgrid Venture which is a game changer

Dear All

We are in once a life time explosive increase of multiple Data Centers set up in synchrony worldwide, not just in Malaysia
And we are still in early days of a prolonged Hdd/Ssd bull market propelled by Ai & Data Centers

This is no pump and dump operation but a change by Real Structural demand in the "fifth" industrial revolution
And Jcy benefits not just from Data Centers in Malaysia but also the collective mushrooming of Data Centers Worldwide

And Management of Jcy already said Results of 2nd half year will be better

So the expected results of
Aug 2024
Nov 2024
Feb 2025 (reporting for Oct to Dec 2024

Will be good

Best course of action with so much clarity is to buy Jcy and forget till Feb 2025 results all out then only decide further

quite simple if you understand from personal use and business Enterprize

a person using PC at home might prefer to pay more and use SSD which is faster

but A Data Center exists to make money

so it cannot use SSD unless customers want to pay very high fees for it's Servers

Also can see this example

we know things or people send by Airplane is much faster than by sea

it takes 7 hours to fly from Japan Narita Airport to Singapore Changi International airport but you pay Rm2000 to Rm3000 per person for economy

if 1st class pay more

now you can also send lorries, buses, cement, cars, scrap metal, rubbish by plane also

pay few millions to send

why pay for things at so high price ??

faster lah

for what?

you can sell at a much higher price

if a business overpay and cannot earn back then it will go bankrupt

so is a Data Center

if they only use SSD they ask just waiting for bankruptcy

see my website www.inspiretopray.com

this is free of charge since I started this with the help of my son

at first small fees

lately they raised the fees to the sky 😱

since I never charge any money for 15 years I bear all the cost

my joy to share freely

so I found another host for a cheaper server

Good leadership is priceless

Greenbull88

insas has deep value like Dutaland and Mulpha

the big problem is the bosses not caring for shareholders and so trap them in value

One of stock market investing has got to do with Leadership and Leadership is prices

and they say everything rises or falls on Leadership

of utmost importance we must find good stocks and above all an honest competent leadership as well

Thank you Johnny and Wizman

I am just a student learning from everybody everyday

still got lots more to learn

Yes Johnny

1. Tsh Resources
2. Hexcap
3. Jcy
4. Dufu

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2018-07-22-story-h1454357863-COMPLETE_LOGISTIC_IS_COMPLETELY_LOGICAL_Calvin_Tan_Research


I bought this for 56.5 sen

never in my wildest imagination After Eadie took over changed name to Hextech it went over Rm22 and split

up 3000%

Gain83

Hexcap (Opcom) all time high was Rm1.79

that was before DC arrives plus before Tnb Rm90 Billions capex for Transmission power yet ahead

Eadie bought Complete Logistic ( my cost 56.5 sen) and After changed its name to Hextech it went to Rm22.00 and split by 15 bonus

if Hextech could up 3000% I think Hexcap can go up 500% at least

but will take time just like holding Vstec and Hextech

https://youtu.be/O1hCLBTD5RM?si=RwGznHoG23oLgL7q

Johnny

as long as USA keep printing money all Tech and others in USA will go up

My advise
Don't waste time and energy bashing Calvin and missed the DC bull run

Go get some Hexcap before it crosses Rm1.00

But do not sell golden Tsh to buy Hexcap
Buy only if you got spare cash and hold

We strictly no betting or gambling please

We only invest and go for good companies like Jcy, Notion and Dufu plus this laggard Hexcap

All will see real business improvements due to Data Center jobs

Nvidia is up
Western Digital up 🚀
Seagate is in bull run 🐂

How not to do well for Hexcap?

A surprise indeed

Jcy, Notion and Dufu balance sheet all show cash surplus

But Hexcap balance sheet better than all three

Hexcap cash and cash equivalent is much higher

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

In 2020 April during Glove superbull i bought Rm1.73

At Rm3 to Rm4 already many skeptics were out saying too high to chase

They missed a golden opportunity

Supermax crossed Rm20.00

Up 1,000% 🚀

So how high will Hdd and DC power related bull 🐂 will go?

Tnb Rm90 Billions capex still ahead

We have just started
Or jobs not yet even awarded?

Go study Peter Lynch on 6 types of stocks to understand

1. The most powerful class is Cyclicals

Peter Lynch by specialising on Cyclicals beat Warren Buffet

Peter's Magellan Fund
13 years at 29% per year

Beaten

Warren Berkshire at 25%

Dufu in 🚀🚀🚀

And don't be mistaken

Taiwan Tmsc does not make HDD or SSD disk drive

they only make chips

Totally different stuff

just like For Corovirus New Zealand woolen glove (to keep warm) cannot protect you from Covid 19

only Medical surgical gloves were in demand during glove bull

THE BUILDING OF DATA CENTERS ARE REAL

DEMAND FOR HDD/SSD, ELECTRICITY & WATER, LANDS ARE ALL REAL

INDUSTRIES THAT CATER TO DATA CENTER WILL SEE "BULL RUN" TIME

Not Pump & Dump

JUST BUY EARLY AND HOLD TIGHT FOR THE LONG BOOM

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

MORE DATA CENTER Means More Demand for Energy from TNB

Very Good for HEXCAP as It Got 49% of TRANSGRID VENTURES

TRANSGRID = TREMENDOUS GRIP" on TNB Projects

Also DATA CENTERS NEED LOTS OF OPTIC FIBERS

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

MORE DATA CENTER Means More Demand for Energy from TNB

Very Good for HEXCAP as It Got 49% of TRANSGRID VENTURES

TRANSGRID = TREMENDOUS GRIP" on TNB Projects

Also DATA CENTERS NEED LOTS OF OPTIC FIBERS

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

DATA CENTER only employ 50 to 100 people and does not create much employment

As this is an investment forum we can see these will be in high demand

1) Property Companies that Own Big Plots of Lands can sell lands to DATA CENTER for high profits

2) PALM OIL COMPANIES THAT OWN VAST TRACTS OF LANDS CAN DO THE SAME.
And this was how BPLANT Sold Palm oil lands to YTL Power to be converted into DATA CENTER & SOLAR Farms

Why DATA CENTER & Solar Farms go hand in hand?
Answer:

Because DATA CENTER's HDD consume A Lot of Energy
As such more Solar Farms will be built to power DATA Centers

3. So we will understand why TNB has to allot RM90 Billions Capex for building new Power Plants as well as Renewal Energy like never before

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business

See

2 minutes ago



calvintaneng

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

2 minutes ago



calvintaneng

HEXCAP (0035) Leadership wisely bought 49% of TRANSGRID VENTURES

TRANSGRID VENTURES = TREMENDOUS GRIP" On TNB Projects

https://www.youtube.com/watch?v=KaEfG_R3Rlc

Better do not miss Hexcap as it enters into Bull Run Phase!

DATA CENTER only employ 50 to 100 people and does not create much employment

As this is an investment forum we can see these will be in high demand

1) Property Companies that Own Big Plots of Lands can sell lands to DATA CENTER for high profits

2) PALM OIL COMPANIES THAT OWN VAST TRACTS OF LANDS CAN DO THE SAME.
And this was how BPLANT Sold Palm oil lands to YTL Power to be converted into DATA CENTER & SOLAR Farms

Why DATA CENTER & Solar Farms go hand in hand?
Answer:

Because DATA CENTER's HDD consume A Lot of Energy
As such more Solar Farms will be built to power DATA Centers

3. So we will understand why TNB has to allot RM90 Billions Capex for building new Power Plants as well as Renewal Energy like never before

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business

See

2 minutes ago



calvintaneng

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

2 minutes ago



calvintaneng

HEXCAP (0035) Leadership wisely bought 49% of TRANSGRID VENTURES

TRANSGRID VENTURES = TREMENDOUS GRIP" On TNB Projects

https://www.youtube.com/watch?v=KaEfG_R3Rlc

Better do not miss Hexcap as it enters into Bull Run Phase!

HEXCAP (0035) Leadership wisely bought 49% of TRANSGRID VENTURES

TRANSGRID VENTURES = TREMENDOUS GRIP" On TNB Projects

https://www.youtube.com/watch?v=KaEfG_R3Rlc

Better do not miss Hexcap as it enters into Bull Run Phase!

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

Yes you guys are right

DATA CENTER only employ 50 to 100 people and does not create much employment

As this is an investment forum we can see these will be in high demand

1) Property Companies that Own Big Plots of Lands can sell lands to DATA CENTER for high profits

2) PALM OIL COMPANIES THAT OWN VAST TRACTS OF LANDS CAN DO THE SAME.
And this was how BPLANT Sold Palm oil lands to YTL Power to be converted into DATA CENTER & SOLAR Farms

Why DATA CENTER & Solar Farms go hand in hand?
Answer:

Because DATA CENTER's HDD consume A Lot of Energy
As such more Solar Farms will be built to power DATA Centers

3. So we will understand why TNB has to allot RM90 Billions Capex for building new Power Plants as well as Renewal Energy like never before

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business

See

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business


https://youtu.be/KaEfG_R3Rlc

https://youtu.be/KaEfG_R3Rlc

https://youtu.be/KaEfG_R3Rlc

calvintaneng

Correct!

Yes you guys are right

DATA CENTER only employ 50 to 100 people and does not create much employment

As this is an investment forum we can see these will be in high demand

1) Property Companies that Own Big Plots of Lands can sell lands to DATA CENTER for high profits

2) PALM OIL COMPANIES THAT OWN VAST TRACTS OF LANDS CAN DO THE SAME.
And this was how BPLANT Sold Palm oil lands to YTL Power to be converted into DATA CENTER & SOLAR Farms

Why DATA CENTER & Solar Farms go hand in hand?
Answer:

Because DATA CENTER's HDD consume A Lot of Energy
As such more Solar Farms will be built to power DATA Centers

3. So we will understand why TNB has to allot RM90 Billions Capex for building new Power Plants as well as Renewal Energy like never before

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business

See


calvintaneng

53,977 posts

Posted by calvintaneng > 2 minutes ago | Report Abuse

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

YES

Both Western Digital & Seagate are breaking out in fresh highs due to Ai & DATA CENTER Demand for HDD/SSD

Correct!

Yes you guys are right

DATA CENTER only employ 50 to 100 people and does not create much employment

As this is an investment forum we can see these will be in high demand

1) Property Companies that Own Big Plots of Lands can sell lands to DATA CENTER for high profits

2) PALM OIL COMPANIES THAT OWN VAST TRACTS OF LANDS CAN DO THE SAME.
And this was how BPLANT Sold Palm oil lands to YTL Power to be converted into DATA CENTER & SOLAR Farms

Why DATA CENTER & Solar Farms go hand in hand?
Answer:

Because DATA CENTER's HDD consume A Lot of Energy
As such more Solar Farms will be built to power DATA Centers

3. So we will understand why TNB has to allot RM90 Billions Capex for building new Power Plants as well as Renewal Energy like never before

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business

See


calvintaneng

53,977 posts

Posted by calvintaneng > 2 minutes ago | Report Abuse

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

Posted by speakup > 17 hours ago | Report Abuse

quite true
one factory employ 500-1000 staff
one data centre employ 10-20 staff

GS

274 posts

Posted by GS > 16 hours ago | Report Abuse

Whenever a new trend appears, many companies rush to join in; however, when the trend fades, these companies often decline as well.


KH6996

19 posts

Posted by KH6996 > 9 hours ago | Report Abuse

One data centre will use minimum 1M litres of water a day and the electricity needed is huge. I hope whoever responsible will ensure sufficient supplies , so as not to cut from other areas and feed them. Thats probably why, some decided to change destination from Spore etc to here, especially water supply.

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

Correct!

Yes you guys are right

DATA CENTER only employ 50 to 100 people and does not create much employment

As this is an investment forum we can see these will be in high demand

1) Property Companies that Own Big Plots of Lands can sell lands to DATA CENTER for high profits

2) PALM OIL COMPANIES THAT OWN VAST TRACTS OF LANDS CAN DO THE SAME.
And this was how BPLANT Sold Palm oil lands to YTL Power to be converted into DATA CENTER & SOLAR Farms

Why DATA CENTER & Solar Farms go hand in hand?
Answer:

Because DATA CENTER's HDD consume A Lot of Energy
As such more Solar Farms will be built to power DATA Centers

3. So we will understand why TNB has to allot RM90 Billions Capex for building new Power Plants as well as Renewal Energy like never before

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business

See

but Calvin's long term target 🎯 price for Tsh is far more than just Rm1.50

So even if Tsh reaches Rm1.50 one fine day there is still lots more upside ahead

Titan?

Titan means a thing or person of very great strength

and "as a man thinketh so is he"

Yes agree! Tsh should be at least Rm1.50 fair value and as such it is like a Safe FD or better than FD (fixed deposit) holding it and buying more if got extra funds

Thanks again Johnny
Sometime the fundamental shift of a company is so apparent by holding all the favorable industries of the day

And it all boils down to the moves made by leadership with clarity of Vision had wisdom

To have bought 49% into Transgrid Ventures in a time of Such Huge Job Awards by Tnb up to Rm90 Billions Capex is really a golden opportunity

Shotthebull


Dufu all time high adjusted was between Rm4.50 to Rm5.00

I think this Powered Up HDD bull by AI & New Data Centers should propel Dufu at least above Rm5.00

beyond that we will need to see it's Aug & Nov 2024 results

The very core of Data Center is the Hard Disk Drive (HDD) and SSD (solid state disk) drive

only these 3 control all ( not Taiwan, China, Japan or even USA )

these are the sole monopolies

1. Seagate 43%
2. Western Digital 37%
3. Toshiba 20%

So things are already fixed and therefore Jcy, Notion and Dufu being their major vendors will benefit

We already got clarity of guidance from Jcy management that 2nd half year will be better than 1st half on 3 counts

1. Ist half already positive
increased export by only 3%
but profit amplified by 22% due to higher value sold

2. 1st half Production only 50% and for 2nd half they will ramp up production to 80% ? 90% ?

3. Seagate already said they will increase prices of HDD/SSD by 20% or more

that means Jcy profits will now see premium prices

All these brightening prospects for Jcy, Notion and Dufu will prolong the DC & Ai bull run like never before

hence any weakness or price pullback is opportunity to enter

as for us who fully invested we will hold tight

Johnny

Rm1.60 is only a guideline
Nothing is set in stone yet

Tnb Rm90 Billions capex for more power transmission and renewable energy plus The Mushrooming Demand by so many New Data Centers ahead will bring Hexcap's earnings into uncharted territory

Never before have such wonderful opportunity come for both power transmission player as well as Fiber Optic demand

Only Hdd/ Ssd demand could excel as they serve Needs of Data Centers and Ai worldwide

Gentingbig



mn holding and Jt group up 200% to 300% just on one engine of Power Transmission plus cabling

Hexcap got 3 engines

1. Transgrid Ventures for Tnb major projects

2. Fiber optic cables
so many Data Centers ready by end 2024, 2025, 2026 & more will need lots of optic fibers

3. Binacom
this one doing underground cabling for Tnb plus satellite Internet for all rural areas

plus Hexcap all time high was Rm1.79

so this Hexcap bull still very young