Hahaha Sitiawan Lee the Boss

Yes!

Majority of my Investment still in palm oil

Fcpo almost Rm3900
Tsh Resources cost of Cpo production is as low as Rm2000 per ton

So 90% to 95% gross profit

what else on earth can give such high gross profit

one more thing

Tsh going into Biogas big time in Indonesia

With raw material almost free (they used to burn palm oil waste) Tsh will reap huge windfall getting free raw material to convert into green energy for Green city of Ikn Nusantara

So I have more shares in palm oil than HDD

of course HDD also in bull run due to Data Centers

To err is human
To forgive is divine

This HDD Bull run theme still in early days

After Data Centers are set up in 3 months to 3 years Lots more HDD will be needed

So not too late to join

but as like always there will be greed and fear at play interspersed with bouts of profit taking

But as long as Committed Capital Flows into Concrete Realities All HDD players will rise up in rotation

Best is to buy and sit still

HDD cheap and popular

Data Center use 90% HDD and SSD only 10%

source Seagate

Not every country is like this

Look at Singapore
it was same like Malaysia in year 1974 when I first arrived Singapore in year 1974

one Ringgit changed for $S1.03

today it reversed

one Sing Dollar equals Rm3.50

So have hope

Indonesia has little political problem

A united people with Visionary leadership like Jokowi and now Probowo will bring it to better days

https://www.trendforce.com/news/2024/04/22/news-ai-boosts-demand-for-high-capacity-hdds-as-seagate-expected-to-follow-with-price-increases/

https://www.trendforce.com/news/2024/04/09/news-western-digital-customer-letter-confirms-hdd-supply-shortage-nand-flash-and-hard-drive-prices-continue-to-rise/

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

HDD PARTS MAKERS

JCY

NOTION

DUFU

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

HDD PARTS MAKERS

JCY

NOTION

DUFU

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

HDD PARTS MAKERS

JCY

NOTION

DUFU

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

At B100 then 77% of the 48 million tonnes of Cpo produced will go into biofuel leaving only 23% for cooking oil and others

By then Cpo will skyrocket over Rm10,000 a ton

Investment differs from short term guesswork or punting

Since we already know Microsoft, Google, Nvidia and others are investing Rm56 billions or more into Data Centers from now and stretching into 3/4 years there will be an incremental demand for more HDD (Hard disk drives) for a prolonged stretch and so we take position early

Pak tua?

Calvin remember you joined Uzma when Uzma jumped from 55 sen to Rm1.10

After this Hdd bull

Go buy up Tsh Resources

One day Tsh's turn will come

And it will be a Super Super Bull 🐂

Notion 🔥

It only take a spark to start the fire going

And all around will warm up to its glowing

Will warm up to its glowing

It only take a spark to start the fire going

And soon all those around

Hdd is Notion forte but it got others

Only Jcy and Dufu are more into HDD

Since Notion up first 🔥
Matter of time it will spread to Jcy and Dufu

4. Ppe
Notion has stopped glove production but continue with face mask which got demand

3. Automotive

Sales of Cars and others

2. Digital camera

With covid lock down now over Notion will see improving sales of tourist
Spore SIA profit jumped indicate huge rebound of tourism

4 businesses of Notion are

1. Digital storage
Hdd now not enough
And rising prices by both Western Digital and Seagate



2. Digi

Xiaoeh

printed circuit board mostly apply to electronics and also in computers

but the very heart of a data center consist mostly of storage devise like HDD(hard disk drive ) and Sdd

For all practical answers just call up or email these 3 world monopolies

Western Digital
Seagate
Toshiba

How long more will they be manufacturing HDD(hard disk drives ) ?

all others are talks and theories

If one buys a value share he/might be right or wrong short term only

Longer term if company management is sound and business ok plus buying into deep discount then the chances of being wrong is almost nil

Welcome abajid

you are the first few to invest in Jcy

stay till Jcy becomes a 🔥 stock like Ytl power and then only take profit

A mentally sound person will know

In Year 2007 Sabah Govt asked Tsh Chairman Kelvin to manage Innoplant

Innoplant became the most successful Govt linked Glc

even Cold Eye aka Fong Siling bought until he is in Top 30 Of Inno

Tsh owns 105 millions shares of Inno

If Tsh can manage Inno so well why can't they make themselves a success as well?

A mentally sound person will know

Fcpo now over Rm3860

Tsh cost of Cpo production as low as Rm2000 per ton

So gross profit is 90%

what business or industry can command such high gross profit?

A mentally sound person will know

1. In Tsh Ar 2023
Singapore DBS Bank emerged as Top 10 holders of Tsh with 38 millions Tsh shares

Dbs Bank also in top 10 of Bplant when it was taken private

if you want to sell nasi lemak
You must have rice

So Data Centers must have HDD (hard disk drives )

Jcy
notion
Dufu

Makers of HDD parts

used in data centers

others are

karambunai

at 6 sen

after kbunai dropped 1/2 sen to 5.5 sen many cry father cry mother

Then Kbunai was taken private at 11 sen (up 100%)

🏆

for Tsh we expect it to be better than bplant
better than Ijm plant

better than Kulim

better than Kwantas

better than Kbunai 🏆 Daiman 🏆, Weida 🏆 Super Enterprize 🏆 and the Store 🏆

Kwantas was 50 sen

and owner took it private at Rm1.65

🏆

Kulim buy call Rm2.50

Jcorp took it private at Rm4.10

Up 60%

🏆

Kulim will soon be relisted as Johor Palm oil by Rhb Investment bank

Ijmplant buy call was Rm1.86

klk took it private at Rm3.10

Trophy 🏆

hahaha so bodoh

only 3 or 4 non performing and forgotten great calls like

Vstec at Rm1.17 on May 29 2020

after one for one bonus Vstec cost only 58.5 sen

recently Vstec crossed Rm3.50 and up by more than 600%

I have no crystal ball and cannot tell short term how Tsh will perform

But I will dumb dumb hold

Think

Think deeply

Always see beyond the apparent

and have INDEPENDENT MIND

Now if they have both bought on margin loan and paying high bank interest do they know what they are doing?

In March 2022 Director Tan Aik Yong (brother of Chairman) bought 16 million shares of Tsh at average cost of Rm1.643

and not selling any when Tsh rose to the high of Rm1.89

Company founders ?

Tsh came to mind

Tsh Chairman son of Tan Soon Hong (founder) bought and bought till he got 340 million Tsh shares

that is the most Calvin saw for last few years

He still holding all tightly and he bought Tsh as high as Rm1.79

And this 5% consist of 4 groups

Top is

1. Company founders

then

2. Local Funds

3. Foreign Funds

4. Savvy Investors

Puzzled?

I asked him, " Then who are these 5% (he showed me his hand 👏 which is 5 fingers or 5% only can make money from share investment

many in stock market talked loudly to each other

the truth is

Every one of them are losing money

100% failure for day traders and gamblers

I got a Top IB bank boss friend

He said

Under him got over 100 Remisiers and Dealers


and under them got tens of thousands of customers

But he said this

Out of them all Only 5% can make money eventually

95% of market players are losing money year after year without fail

Esp those who visit stock brokering house and sat in front of computers to trade daily

100% of these are losing money

it is ok

in year 2019 Epf sold all it's Bplant shares at around 50 plus sen

then later Ltat took Bplant private at Rm1.57

Those simply followed Epf Sell Bplant at rock bottom in fear has missed a golden windfall

DATA CENTERS Are For STORAGE Of DATA. And That Is Why Lots Of HDD From JCY, NOTION & DUFU Will Be Needed.


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-15-story-h-161671538-DATA_CENTERS_Are_For_STORAGE_Of_DATA_And_That_Is_Why_Lots_Of_HDD_From_J

DATA CENTERS Are For STORAGE Of DATA. And That Is Why Lots Of HDD From JCY, NOTION & DUFU Will Be Needed.


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-15-story-h-161671538-DATA_CENTERS_Are_For_STORAGE_Of_DATA_And_That_Is_Why_Lots_Of_HDD_From_J

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=230652&name=EA_DS_ATTACHMENTS

DUFU being a "CYCLICAL STOCK" has now scraped the Bottom of the Wheel & Now Turning UP



All these "THEY SEE AHEAD" Are Positive Words



1. we are witnessing a modest increase in demand.



2. global semiconductor sales are picking up



3. coupled with a resurgence inthe memory sector,



4. suggesting the potential onset of a new growth cycle



5. This positive momentum is supported by the conclusion of inventory adjustments

​

6. and heightened demand in electronics and AI-related applications.

​