NOTION VTEC VERSUS MI TECHNOVATION VERSUS YTL, Compare & Contrast, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-21-story-h-161522429-NOTION_VTEC_VERSUS_MI_TECHNOVATION_VERSUS_YTL_Compare_Contrast_Calvin_T

THE USE OF ALL iPHONE, IPAD, LAPTOP & PC will need lots of DATA STORAGE

So DATA CENTERS NOW MUSHROOMING UP EVERY WHERE

VERY HIGH DEMAND FOR HDD FOR STORAGE

VERY VERY GOOD FOR

JCY
NOTION
DUFU

The success of VsTec foretells the Success of JCY, Notion & Dufu

Why 3iii so bodoh and blind

TSH will take time to rise like Calvin's VSTEC (Now up so don't chase)

VSTEC

Buy price Rm1.17

After One for One Free Bonus

58.5 Sen

VSTEC now Rm3.61

Up 617% in 4 years
or up 150% per year since 2020, 2021, 2023 & 2024

Beating both Warren Buffet Berkshire (25%) and Peter Lynch Magellan Fund (39%)

Total of both 64% still lose to Calvin's Vstec

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

VSTEC

Buy price Rm1.17

After One for One Free Bonus

58.5 Sen

VSTEC now Rm3.61

Up 617% in 4 years
or up 150% per year since 2020, 2021, 2023 & 2024

Beating both Warren Buffet Berkshire (25%) and Peter Lynch Magellan Fund (39%)

Total of both 64% still lose to Calvin's Vstec

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

See this

the Group is cautiously optimistic of achieving satisfactory performance for 2024.

​

And what is the definition of "OPTIMISTIC"?



See

optimistic
adjective
disposed to take a favorable view of events or conditions and to expect the most favorable outcome.
reflecting a favorable view of events and conditions and the expectation of a positive outcome; demonstrating optimism:
an optimistic plan.

of or relating to optimism.


TSH BOD (Board of Directors are OPTIMISTIC and certainly not neutral)

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161524501-TSH_RESOURCES_IS_FINALLY_A_NET_CASH_PALM_OIL_COMPANY_AND_IT_HAS_BOTH_GR

Since TSH is a Mispriced, Misplaced & Overlooked Stock of DEEP VALUE we Stock up while Cheap

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2018-02-28-story-h1452576199-THE_RELENTLESS_PURSUIT_OF_VALUE_TA_ENTERPRIZE_NOW_TOP_VALUE_BUY_Calvin_

94,700 Acres are about 52% of Singapore Land Mass of 180,000 acres

Per acre cost as low as Rm4500 an acre (This is Crazy Value Totally Overlooked by Mr Market)

SO WE BUY EVERY MONTH, EVERY YEAR WHILE STILL SO CHEAP

Current NTA of TSH is Rm1.50

If we take just Rm45,000 per acre then NTA will be Rm15.00

And you cannot get Lands in Ikn Now below Rm500,000 an acre

It is Mind Boggling to know its final Value one day

See

https://www.youtube.com/watch?v=LKhjckzgf2I

Above all TSH got 94,700 Acres of lands very near to IKN NUSANTARA

Bought long ago 2005 to 2011 still at Old Book Value of Rm4500 per acre (Current price is hundreds of thousands per acre)

Like Bplant TSH is sitting on "Gold Mine" Lands

the push for the expansion of biodiesel programme will drive greater demand for oil palm
products in the longer term

Calvin comments:

At present Indonesia implemented B35

27% of CPO will go into Biofuel Use
And Indonesia wants to save on USD20 Billion Crude oil import by pushing B35 to B100 (Source: President Probowo)
By then 77% of All Cpo in indonesia will go into Biodiesel leaving only 23% for domestic cooking oil consumption with very little left for export

Malaysia's 18 Million Tonnes Cpo produced yearly will then see very good prices
So we stay invested

Comments by Calvin

We started investing in Palm Oil after we Sold Off Supermax at Rm20.00 (All other gloves in 2020) and bought Palm oil

Palm oil then was Rm2600 MT and Soyoil also about US 26 sen a lb

Now Soyoil is 46.27 or up 78%

And Cpo is Rm39.64 or up 52%

So Cpo should be well supported at Rm3900 to Rm4200

And Tsh cost of Cpo production as low as only Rm2,000 (Source Email by Vijay of Eagle Group to TSH Management)
So there is 80% to 100% gross profi

Now Brazil flood will impact its soybean production and Cpo prices should remain firm till end 2024

So we stay invested in Palm Oil

https://www.google.com/search?q=soyoil+futures&oq=soyoil+f&gs_lcrp=EgZjaHJvbWUqBwgAEAAYgAQyBwgAEAAYgAQyBggBEEUYOTIICAIQABgWGB4yCAgDEAAYFhgeMggIBBAAGBYYHjIICAUQABgWGB4yCAgGEAAYFhgeMggIBxAAGBYYHjIICAgQABgWGB4yCAgJEAAYFhgeqAIAsAIB&sourceid=chrome&ie=UTF-8

Commentary on the prospects
CPO prices have traded sideway around RM3,800 per MT after easing from the height of
RM4,500 level in early April due to falling oil export, rising CPO stockpile and ample supply of
competing vegetable oil. Since end of April, soybean prices have widened its premium against
the CPO as devastating flooding in far southern Brazil dampened the expectation of good soybean
crop production. In view of this, CPO price is likely to find reasonable support at current level.
The Group acknowledges the impact of the climate change, the uncertainties of the global
economy, geopolitical tension, trade protectionism and discrimination on the demand for oil palm
products. However, the Group is confident that global population and per capita income growth
and the push for the expansion of biodiesel programme will drive greater demand for oil palm
products in the longer term.
Underpinned by its healthy cashflow and robust balance sheet with a net asset per share of
RM1.50 and net gearing of 0.01 times as at 31 March 2024, the Group will undertake new planting
at a steady pace on its unplanted land bank over the next few years to progressively expand its
planted hectarage. In addition, the Group will strive to improve its processes through
mechanisation and automation to improve efficiency and continue to seek strategic opportunities
within the green/sustainable segment to complement its long term shareholder value enhancement
initiatives.
Barring any unforeseen circumstances, the Group is cautiously optimistic of achieving
satisfactory performance for 2024.

Correction

Seagate stated that HDD (hard disk drive) will be an important part of Data Centers for the next 10 years

In the very core (heart) of a DC (Data Center) is the Storage of Data

And To Store Data you need

Hdd (hard disk drive)
Ssd (solid state drive)

All others are supports for these to operate in the storage of data

So must go for the stocks that produce Hdd parts like

Notion
Jcy
Dufu

Seagate which need supplies from these is a major producer of Hdd drives which command 90% of all Data Center storage needs

And Seagate started Hdd (hard disk drive) will be s vital need of Data Centers for the next 10 years

Source: Seagate
World largest manufacturer of Hdd for DC

TSH RESOURCES IS FINALLY A NET CASH PALM OIL COMPANY! AND IT HAS BOTH GROWTH & DEEP VALUE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161524501-TSH_RESOURCES_IS_FINALLY_A_NET_CASH_PALM_OIL_COMPANY_AND_IT_HAS_BOTH_GR

Low season

But still garnered Rm20 MILLIONS NET PROFIT

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

Data Centers use 90% HDD and 10% SSD

Jcy, Notion and Dufu are HDD parts suppliers to Western Digital and Seagate

Notion
Jcy
Dufu

Beneficiaries Of Ai and Data Centers

Jcy will play catch-up with Notion as it's share price lower and cash position higher

Plus it has higher exposure to HDD sales

The catalysts for 2019 only Rm30 Billions for Ogse Upstream

the Catalysts for 2020 Glove was 8 Billion people need protection from Covid 19

The Catalyst for HDD Bull is committed Rm56 BILLIONS for New Data Centers in Malaysia

hokkien lang say

"Cui Lai leow Chun ai kia"

translated

it means

" Flood of Cash infusion has come all ships now can move"

let's see how high and how far this HDD will rise to

Notion 🔥 first
Jcy and Dufu will follow

this is the law of attraction

From experience

In a thematic bull run time all stocks in similar industries will go up together hand in hand and side by side in rotational uptrend

2019
PETRONAS Pumped Rm30 Billions into Upstream

Upstream Ogse stocks all went up in tandem like Dayang, Carimin, Penergy, Uzma, UmwOg (velesto) & etc

in 2020 Corona Virus
Catalyst for Glove superbull
Supermax, Topglove, Kossan and Harta all crossed Rm20.00 together

Now we will also see the same

In a bull run any pull back is opportunity to enter

So look for an opportunity

Yes there are few ways we can do with dividends

1. Reinvest all dividends into more Tsh shares

2. Or use it as a reward for being fruit of your patience
Go enjoy the bounties of life

3. Or use it to buy other good shares
This was what Warren Buffet did with SEE'S CANDY
From the constant streams of dividend Buffet invested in other great stocks
Currently HDD stocks will come into focus due to Ai and Data Centers' set up

4. Or just hold cash

be happy and be comfortable

This month if no impairments and Tsh earns like normal we shall see Tsh turns debt free

From here Tsh can follow Inno's dividend example

1

Vstec buy call was on 29 May 2020 at Rm1.17 (after split 58.5 sen)

Now over Rm3.60 and up 600% so don't chase

For Dufu its main dealings with Western Digital and Seagate and these are doing very well

As for high p/e Dufu is classified under "TURNAROUNDS"

PETER LYNCH SAID

A CYCLICAL AT PEAK HAS LOW P/E

AND THAT IS THE TIME TO SELL

WHILE AT ITS BOTTOM IT HAS HIGH P/E

BUYING IS DUE TO CYCLICAL UPTURN YET AHEAD WHEN PROFIT ACCELERATE AND P/E WILL THEN SHRINK

IN ANY CASE DUFU IS A HIGH BETA STOCK

IN BOOM IT SHOOTS HIGHER

IN BAD TIMES IT DROPS MORE

IN BOTH IT WILL GO INTO EXTREMES DUE TO IT BEING A BETA STOCK

Eagle Group members who bought bplant at 57 sen, Jtiasa at 63 sen, Taann at Rm2.75, Thplant at 47 sen, Fgv at Rm1.16 and even Tsh at Rm1.09 are all doing fine. Many received best ever dividends

Pang72

My major investment is in palm oil

since I got a group called i3 forum chat group (whataspp ) buying many types of speculative stocks I wanted to help them by giving them HDD Bull run stocks like Jcy, Notion and Dufu

As for my main dear people of Eagle Vision First Mover on palm oil 🌴🌴🌴 🔥🔥🔥

our main focus still on palm oil

Net Cash positions

JCY Rm114 Millions

NOTION Rm54 Millions

DUFU Rm20 Millions

Of the three Jcy share price is the lowest and Net Cash the highest

From Notion balance sheet

cash about Rm52 millions
debt about Rm32 millions

Cash less debt

Rm20 Millions

Notion like Jcy and Dufu all 3 are Net cash companies

from Jcy balance sheet (refer Bursa)

Cash Rm147 millions
debt Rm33 millions

Cash minus debt

Rm114 Millions

Jcy is a net cash company

both Dufu and Notion are also net cash companies

Rm147 Mil cash
Debt Rm33 Mil

Cash less debt

Rm114 millions cash

JCY IS A NET CASH COMPANY!

From DUFU Balance Sheet

Cash Rm121 Millions
Debt Rm67 Millions

Cash less debt

Rm54 Millions

DUFU Has Cash Surplus of Rm54 Millions

Time to buy Vstec was 29 May 2020
After bonus cost was 58.5 sen

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-10-story-h-181811054-CALVIN_TAN_SAY_THANK_YOU_9_MILLION_TIMES_FOR_9_MILLION_PAGE_VIEWS_IN_i3

NOW IS THE TIME TO BUY JCY, NOTION & DUFU

Data Centers ARE POWERFUL CATALYSTS for HDD Usage, 3 Stocks Will Benefit Greatly: JCY, NOTION & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-14-story-h-161725383-Data_Centers_ARE_POWERFUL_CATALYSTS_for_HDD_Usage_3_Stocks_Will_Benefit

After the Success of Vstec

Next will Be HDD stocks JCY, Notion & Dufu

4 days ago



calvintaneng

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact


DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact


DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

Peter Lynch: What is a Cyclical Stock and How to Invest in them? | Stock Shop 1998【C:P.L Ep.41】

https://www.youtube.com/watch?v=hCSD5zbNxeQ

7 minutes ago



calvintaneng

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact

Now they will face Good Times again with the Rise of AI (Artificial Intelligence) & DATA CENTERS (DC)

Peter Lynch: What is a Cyclical Stock and How to Invest in them? | Stock Shop 1998【C:P.L Ep.41】

https://www.youtube.com/watch?v=hCSD5zbNxeQ