DUFU WAS RM7.00
NOW WILL GO BACK THERE

Posted by James_Bond > 8 minutes ago | Report Abuse

Sold another batch at 0.755

SELL THEN GO BUY JCY NOTION
DUFU LAGGARD BEST

Posted by pang72 > 55 seconds ago | Report Abuse

This stock is greatly undervalue....

UNDERVALUE.... GREAT GREAT!!

Pang72

Now DUFU is the laggard to take note

Notion sounds like Motion

See Newtonian Law of 1st Motion

In this case two CATALYSTS

1. HDD
2. EMS

Bull market is born in pessimism

grows in skepticism

matures in optimism

dies in euphoria

we are still at stage two when skeptics still around

Wait till all Research house and media all do write up buy call for HDD then only consider sell

now still too early

sns only Malaysia

Jcy is world world market

don't see like 🐔 chicken

see like 🦅 eagle

No catalyst cannot up lah

SWITCH TO JCY NOTION OR DUFU

VERY POWEFUL CATALYSTS FROM DC (DATA CENTER) NEED FOR HDD (HARD DISK DRIVE)

See Newton Law

https://www.youtube.com/watch?v=-w6oW1ut4Dw

OK SWITCH TO JCY NOTION & DUFU

THESE HDD BULLS ARE REAL & SOLID!

Ok switch to JCY NOTION OR DUFU

BUSINESS REVIEW
JCY International Berhad and its subsidiaries (“the Group”) is
principally involved in the manufacturing of precision components
and sub-assembly. For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

1 minute ago



calvintaneng

For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

IT TAKES 20 YEARS TO SET UP HDD & SSD FACTORIES

VERY HIGH BARRIER TO ENTRIES (GLOVES TAKE ONLY 6 MONTHS)

FOR NEXT 3 to 5 YEARS JCY, NOTION & DUFU WILL DOMINATE THE HDD & SSD Markets

BUSINESS REVIEW
JCY International Berhad and its subsidiaries (“the Group”) is
principally involved in the manufacturing of precision components
and sub-assembly. For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

1 minute ago



calvintaneng

For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

IT TAKES 20 YEARS TO SET UP HDD & SSD FACTORIES

VERY HIGH BARRIER TO ENTRIES (GLOVES TAKE ONLY 6 MONTHS)

FOR NEXT 3 to 5 YEARS JCY, NOTION & DUFU WILL DOMINATE THE HDD & SSD Markets

For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

IT TAKES 20 YEARS TO SET UP HDD & SSD FACTORIES

VERY HIGH BARRIER TO ENTRIES (GLOVES TAKE ONLY 6 MONTHS)

FOR NEXT 3 to 5 YEARS JCY, NOTION & DUFU WILL DOMINATE THE HDD & SSD Markets

BUSINESS REVIEW
JCY International Berhad and its subsidiaries (“the Group”) is
principally involved in the manufacturing of precision components
and sub-assembly. For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

China cannot do HDD

Even huawei must buy HDD from Seagate

See they stopped Seagate

https://www.exportsolutionsinc.com/resources/blog/a-look-behind-seagates-record-breaking-export-penalty/

tssl74

@calvintaneng..
May i know what is your TP?

1st target 50 sen

For next target see Aug 2024 Results of JCY

DUFU WILL BE EARNING LIKE JCY & NOTION

Buy while still cheap

Is it Possible to Manufacture HDDs in USA?

At the beginning of the HDD industry, all the drives were made in USA (Ampex, Burroughs, Control Data, IBM, Memorex, Univac, STK), and then also in Europe (Bull, Siemens) and Japan (Fujitsu, Hitachi). But they were high-priced high-margin units for mainframes where the workforce to build them was a small percentage of the global price.

There was a big change when PCs arrived in a more price sensitive market. The first two storage companies to land in Asia were probably Tandon and Micro Peripherals in 1981 to manufacture floppy disk drives in Singapore.

But the real pioneer was Tom Mitchell, who decided in 1982, or only three years after the birth of Seagate, to transfer all production of 5.25-inch HDDs from Santa Cruz, CA, to Singapore. He was highly unsatisfied by the "high cost, marginal quality and poor availability of labor" in California. He also had the good fortune to fall upon a remarkable local engineer, S.C. Tien, to help him in his efforts.

Seagate's success inspired many imitators in Singapore and then in other Asian countries with lower salaries.

Today all HDDs are manufactured in only six Asian countries by the remaining producers:
Hitachi GST (acquired by WD) in China, Thailand and Singapore
Seagate in China, South Korea (acquired Samsung HDD for a small quantity) and Thailand
Toshiba in China, Thailand and the Philippines
The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

For the IMF World Economic Outlook Database, October 2010, the average minimum ANNUAL salary for workers was $1,500 in China, $2,053 in the Philippines, $2,293 in Thailand and $4,375 in Malaysia. Per comparison, it's $729 per median WEEKLY earnings in USA according to the United States Bureau of Labor (January 27, 2012) among full-time wage and salary workers not union members. Result: between 9X and 25X more in the U.S.

That's why it's impossible to build plants in North America to be competitive in the HDD industry.

But there is another reason. With few exceptions, all the components into HDDs (disks, heads, motors, PCBs, enclosures, etc) are built in Asia because their makers have installed their factories near HDD assembly plants to offer a better service to their huge customers.

These two reasons explain why we are not going to see any HDDs made in USA in the near future. It's the same for PCs, notebooks, tablets, smart phones and the majority of high-tech devices.

24 minutes ago



calvintaneng

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

23 minutes ago



calvintaneng

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing.

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

USA & CHINA NO BANGLA

China cannot do HDD

Even huawei must buy HDD from Seagate

See they stopped Seagate

https://www.exportsolutionsinc.com/resources/blog/a-look-behind-seagates-record-breaking-export-penalty/

Is it Possible to Manufacture HDDs in USA?

At the beginning of the HDD industry, all the drives were made in USA (Ampex, Burroughs, Control Data, IBM, Memorex, Univac, STK), and then also in Europe (Bull, Siemens) and Japan (Fujitsu, Hitachi). But they were high-priced high-margin units for mainframes where the workforce to build them was a small percentage of the global price.

There was a big change when PCs arrived in a more price sensitive market. The first two storage companies to land in Asia were probably Tandon and Micro Peripherals in 1981 to manufacture floppy disk drives in Singapore.

But the real pioneer was Tom Mitchell, who decided in 1982, or only three years after the birth of Seagate, to transfer all production of 5.25-inch HDDs from Santa Cruz, CA, to Singapore. He was highly unsatisfied by the "high cost, marginal quality and poor availability of labor" in California. He also had the good fortune to fall upon a remarkable local engineer, S.C. Tien, to help him in his efforts.

Seagate's success inspired many imitators in Singapore and then in other Asian countries with lower salaries.

Today all HDDs are manufactured in only six Asian countries by the remaining producers:
Hitachi GST (acquired by WD) in China, Thailand and Singapore
Seagate in China, South Korea (acquired Samsung HDD for a small quantity) and Thailand
Toshiba in China, Thailand and the Philippines
The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

For the IMF World Economic Outlook Database, October 2010, the average minimum ANNUAL salary for workers was $1,500 in China, $2,053 in the Philippines, $2,293 in Thailand and $4,375 in Malaysia. Per comparison, it's $729 per median WEEKLY earnings in USA according to the United States Bureau of Labor (January 27, 2012) among full-time wage and salary workers not union members. Result: between 9X and 25X more in the U.S.

That's why it's impossible to build plants in North America to be competitive in the HDD industry.

But there is another reason. With few exceptions, all the components into HDDs (disks, heads, motors, PCBs, enclosures, etc) are built in Asia because their makers have installed their factories near HDD assembly plants to offer a better service to their huge customers.

These two reasons explain why we are not going to see any HDDs made in USA in the near future. It's the same for PCs, notebooks, tablets, smart phones and the majority of high-tech devices.

24 minutes ago



calvintaneng

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

23 minutes ago



calvintaneng

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing.

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

USA & CHINA NO BANGLA

In a bull run best to buy on pullback

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

In other words can EXPECT JCY Results to be

Better in Aug 2024
Bettet in Nov 2024
Better and better in Feb 2025 (For Oct to Dec 2024)

Read again

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

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

. 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.

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.
Our short to medium term strategy remains to strengthen our core in the storage industry while
diversifying into other industries. We aim to be recognized as a Quality focused, engineeringbased precision casting, machining, and assembly company.
We remain focused in growing our portfolio. We strongly believe that being vertically integrated in
Mold making, Casting, Machining and Coating gives us a strategic advantage in the industry to
capitalise on the disruption in supply chain driven by the world’s geopolitical tensions. We are
working with new customers in product qualifications. We do recognise that this is a slow and
laborious, part by part qualification, process and will take 2-4 years to reach some maturity. The
group remains invested in the long-term partnerships to grow together with our customers.

Last time during GLOVE SUPERBULL

I bought Supermax at Rm1.73 in April 2020

After Supermax reached Rm7 to Rm8 I saw Supermax Insider/Directors bought Supermax shares from open market at Rm7.73 & Rm7.50

They fore SEE that Supermax will be good

And later Super Max gave one for one free Bonus

Then Supermax powered over Rm20

Now Notion Insider bought in VERY HUGE

See

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3449388

So they expect Notion to do very well ahead

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing.

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

USA & CHINA NO BANGLA

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

Is it Possible to Manufacture HDDs in USA?

At the beginning of the HDD industry, all the drives were made in USA (Ampex, Burroughs, Control Data, IBM, Memorex, Univac, STK), and then also in Europe (Bull, Siemens) and Japan (Fujitsu, Hitachi). But they were high-priced high-margin units for mainframes where the workforce to build them was a small percentage of the global price.

There was a big change when PCs arrived in a more price sensitive market. The first two storage companies to land in Asia were probably Tandon and Micro Peripherals in 1981 to manufacture floppy disk drives in Singapore.

But the real pioneer was Tom Mitchell, who decided in 1982, or only three years after the birth of Seagate, to transfer all production of 5.25-inch HDDs from Santa Cruz, CA, to Singapore. He was highly unsatisfied by the "high cost, marginal quality and poor availability of labor" in California. He also had the good fortune to fall upon a remarkable local engineer, S.C. Tien, to help him in his efforts.

Seagate's success inspired many imitators in Singapore and then in other Asian countries with lower salaries.

Today all HDDs are manufactured in only six Asian countries by the remaining producers:
Hitachi GST (acquired by WD) in China, Thailand and Singapore
Seagate in China, South Korea (acquired Samsung HDD for a small quantity) and Thailand
Toshiba in China, Thailand and the Philippines
The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

For the IMF World Economic Outlook Database, October 2010, the average minimum ANNUAL salary for workers was $1,500 in China, $2,053 in the Philippines, $2,293 in Thailand and $4,375 in Malaysia. Per comparison, it's $729 per median WEEKLY earnings in USA according to the United States Bureau of Labor (January 27, 2012) among full-time wage and salary workers not union members. Result: between 9X and 25X more in the U.S.

That's why it's impossible to build plants in North America to be competitive in the HDD industry.

But there is another reason. With few exceptions, all the components into HDDs (disks, heads, motors, PCBs, enclosures, etc) are built in Asia because their makers have installed their factories near HDD assembly plants to offer a better service to their huge customers.

These two reasons explain why we are not going to see any HDDs made in USA in the near future. It's the same for PCs, notebooks, tablets, smart phones and the majority of high-tech devices.

Don't be foolish to sell HDD bull too early & buy back higher later

In year 2020 I bought Gloves

One Banker Boss bought Topglove at Rm6.00

Sold too early before Rm10.00

Then when Topglove reached Rm24.00

The Banker saw Topglove gave two free bonus for one

So cannot tahan leow!

Bought back Top glove at Rm24.00 (Because "Experts" said then that Topglove will go to Rm40.00)

In the end Topglove split to Rm.800

Now China glove & Vaccines plus New Glove Entrance killed Glove Bull

For HDD they is very HIGH TIME BARRIER TO ENTRY

IT TAKES 10 TO 20 YEARS TO SET UP HDD FACTORIES

Gentingbig

calvin what will you foresee below 3 counters TP
1. DUFU
2. JCY
NOTION


Short term with so many traders they will be volatile

Longer term will be LIKE GLOVE SUPERBULL

Those sold too early will miss the Highest Prices yet to come

every input is welcome

please translate as we got other races plus foreign Funds who can only read in English

Be the first to know

" The flow of knowledge precedes the flow of wealth"

Many DC supporting industries are LIMITED TO MALAYSIA DC Business

Only Jcy, Notion and Dufu

Are UNLIMTED AS THEIR MARKETS ARE WORLD WIDE BY PROXY THROUGH

WESTERN DIGITAL
SEAGATE
TOSHIBA

AND SO NOW ONLY YOU KNOW

EAGLE GROUP 🦅🦅🦅
SEE FIRST

Latest

New Data center to be set up in Indonesia!

Only Jcy, Notion and Dufu will benefit and not others

Why not others?

Answer:

Because they are located in Jakarta Indonesia so and not in Malaysia

So why should Jcy, Notion and Dufu benefit and not others?

Answer is clear:

Because through proxy of Western Digital and Seagate Jcy, Notion and Dufu Hdd and Ssd drives are exported to DC of Indonesia

Today only 3 Top Hdd and Ssd manufacturers are commanding up to 90% of all in the world

Seagate
Western Digital
Toshiba

Usa and China cannot

Hdd making labour intensive so most Hdd factories transffered overseas

China cannot as Seagate, Western Digital are leaders

China need to buy Hdd and Ssd from Seagate or Western Digital and repackage them under their own "brand name" to sell

So cannot compete with Western Digital or Seagate as they are OEM ( Original Equipment Manufacturers)

So who will benefit?

Jcy
Notion
Dufu

The source of supplies to Seagate and Western Digital

So just buy and hold

JCY

J = Jumping

C = Champion

Y = Ya!

No goreng please

Buy and hold tight till all Data Centers in China, Japan, Usa, Malaysia, Singapore, Thailand, France, Europe, Australia, Vietnam, India, Bangladesh, Africa, South America and etc etc all up and need Hdd and Ssd

People still don't know the potential of Jcy, Notion and Dufu

their market is not just Malaysia but the Whole wide world through the proxy of Western Digital and Seagate

Another good news

New Data Centers to be built in Jakarta Indonesia

no other company can benefit from Malaysia except these three - Jcy, Notion and Dufu

why others cannot benefit ?

answer because it is not located in Malaysia but Indonesia

and how will Jcy, Notion and Dufu benefit ? Why these three and not others?

Answer:

Because Jcy, Notion and Dufu HDD will be used by Western Digital and Seagate

And through them these HDD are used in Data Center in Jakarta Indonesia

and in the bigger Picture or Eagle 🦅 Vision these will be used in DATA CENTERS ALL THROUGHOUT THE WHOLE WORLD WHEREVER DATA CENTERS ARE SET UP

Latest good news

Sime darby building Rm2 Billion Data Center for renting out

Alibaba also starting Data Center in Malaysia

Answer is so simple

Inno does not own any lands as Inno is given by Sabah Govt for free planting

Only requirement is Tsh which is chosen to manage Inno should give dividends regularly since Sabah Govt needs the dividend

Tsh also benefit as it owns 105 million Inno shares

As for Tsh it bought 188,000 acres of lands with its own cash

So need to pay bank loan which Inno does not need to
After a long time Tsh has almost fully paid off all the lands and now own them outright

Later can sell these lands for many billions $$$

Just as we expected
Jcy, Notion and Dufu take it's turn to rotate up

no leh

too early to cabut lah

Calvin remembers in Year 2020 one banker bought Topglove around Rm6 and then sold Topglove too early before Rm10.00

then Topglove powered to Rm24.00 and declared two free bonus for one

bei tahan the banker capitulated and bought back Topglove at Rm24.00 and after split the cost was Rm8.00

now Topglove only Rm1.21

so don't make the same foolish mistake

Data Centers not even fully set up yet and potential ahead is bright

Logic tells us
2nd half better than 1st half

That means results will get even better in Aug & Nov 2024 results
Commonsense tells us to hold
Yes, best not to trade but to invest

Yes you are correct

For 30 long years 90% of the people lost money year after year without fail following the "holland calls" of Popular consent

Only 10% emerged ok

5% break even and wasted their time

Eventually only 5% can make money

Hope you are in that 5% minority

https://www.youtube.com/watch?v=lrt9_lpW2Ow

The Spark started with Notion

Now it spreads to JCY

And later to...................?

DATA CENTER = HIGH DEMAND FOR HDD & SSD!


calvintaneng

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

calvintaneng

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

0 seconds ago

calvintaneng

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

0 seconds ago

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT