Disclaimers :- All my comments in i3 forum are sharing of my view with reference to my limited experience for leisure purpose or for joke. No buy or sell call on any stocks in i3 forum on all my comments. You are advised to consult license banker or remiser for any investment.
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1 month ago | Report Abuse
MR YEW CHOONG CHEONG 24-May-2024 Disposed 1,000,000 0.000
MR CHOONG WAI HOONG 24-May-2024 Disposed 1,000,000 0.000
MR CHOONG WAI HOONG 24-May-2024 Disposed 200,000 0.000
ERA JASAKITA SDN. BHD. 24-May-2024 Disposed 1,000,000
1 month ago | Report Abuse
Sell till insider stop selling
1 month ago | Report Abuse
Drop 4c...
You shld push up so I can sell a better price...
1 month ago | Report Abuse
Last minute buy call...
OK! Lucky got tome to add more.. M
1 month ago | Report Abuse
Tmr limit up not today..
Because my sifu issues buy call..
1 month ago | Report Abuse
Remember - NO hdd, data center is empty shell!!!
1 month ago | Report Abuse
Excellent! $1 is my next destination for great data center play
1 month ago | Report Abuse
So, is the market believe hdd demand is declining or increasing?
Jcy up 61.5 up 6.5c
Notion 1.26 up 5c..
I got my answer from the share price react by market today...
I don't know about you? Your choice... HUAT huat rrr!!
1 month ago | Report Abuse
The greatest hdds play is confirmed start..
Nonstopable...till next QR....
1 month ago | Report Abuse
Notion takes a rest..
JCY is flying to moon 51.5c..
This is rotated play...
Notion will back to $ 2+ after jcy...
1 month ago | Report Abuse
Please buy more or push up so we can sell better price
1 month ago | Report Abuse
Continue selling in strength
1 month ago | Report Abuse
Thanks bro James push up for my selling in the moring
1 month ago | Report Abuse
Yes! Selling since morning....
Goid
1 month ago | Report Abuse
KK,
Good and reliable information..
Thanks
1 month ago | Report Abuse
Directors are disposing like no tomorrow along with bad QR..
So, James bro... You can buy more... Don't stop yeap
1 month ago | Report Abuse
I am start selling so it is red..
You can buy my lots... Pls
1 month ago | Report Abuse
I got a little bit DNEX..
I am selling some more since it speculation up
1 month ago | Report Abuse
kkwong13
Notion business reported high sales order & revenue increase of +19% & PAT earning rose sharply + 75% despite CNY holiday & short Feb'24 mth (short delivery output), driven by higher sales orders demand. Imagine in coming CQ2'24, there will be surge increase of production output & delivery, not affected by seasonal holiday. I believe there will be higher profitable earning with huge order sales output in cloud and enterprise computing for AI machine data storage, beneficial to HDD due to better cost vs TB/storage data. Expected next quarter result of CQ2'2024 will hit RM150mil revenue & PAT earning RM20mil (EPS 3.88sen).
There is another increase of HDD ASP price of ~10% in CQ2'24 due to shortage of HDD memory on raising customer order demand in recent Western Digital report notified their customer of the ASP price increase, same applied to Flash & SDD with ~15% increase as well. Before that, from 3Q23 to 1Q24, HDD prices increased by 10% to 20% overall, due to AI market demand swing cause supply of HDD outbalanced demand move into few quarters ahead driving prices higher per industry sources report in Forbes, TrendForce & Business Insight.
Likewise, SSD market is also facing supply shortages, especially in the enterprise SSD segment. TrendForce predicts a strong increase of about 13-18% in NAND Flash contract prices in 2Q24, with enterprise SSD contract prices expected to increase by 20-25% QoQ, representing the highest among all product lines.
In summary, both HDD & SDD are well moving into good projection earning forecast result throughout many years to come as long as AI market grow in expansion mode toward year 2030 with CAGR 36.6%. Happy investing!
31 minutes ago
1 month ago | Report Abuse
Kkwong, is that your write up or extracted from IB research report?
The articles show precise and accurate estimation as I see!!
1 month ago | Report Abuse
$1.37 day high..
Show the confidence of the company.
It will continue go up uo up near next QR
1 month ago | Report Abuse
Above statement describes well of jcy business in future...
OK! Buy and hold since so many treat jcy investment as retirement money:)
1 month ago | Report Abuse
As far as I know..
Notion business is multi year growth from this QR and exponential growth next few QR..
So,bro James don't worry about me and Notion..
Share price tells the truth story instead of your assumptions:)
1 month ago | Report Abuse
So, you must be careful of your Greatech, cloudpt and DNEX BecYse I M disposing.... To buy more Notion
1 month ago | Report Abuse
Thanks bro James...
I hv carefully evaluate and didn't see any problem of China threat because mostly China Mfg move out to Malaysia so do benefiting Notion...
1 month ago | Report Abuse
Looking for 50c today.... Strong :)
1 month ago | Report Abuse
I am disposing GREATEC slowly FYI...
1 month ago | Report Abuse
Bro James, are you selling cloupt...
It is experienced heavy selling now
1 month ago | Report Abuse
Bro James. Hv you finish selling DNEX!
1 month ago | Report Abuse
Hur!! Mr HO..
1.47B shares?
Is your friend the owner of JCY
1 month ago | Report Abuse
So, no matter how to count the valuation is $2 above simply
1 month ago | Report Abuse
Notion 2.72c eps...
Come on! Tech stock... Leh...
Give you pe20 is, way above $2 mah..
Not to mention Greatech pe40.... So, if pe40.. It is $4
1 month ago | Report Abuse
Jcy net cash position can not be ignored..
Once the business turn around, this giant is waking up with great profit and cash
1 month ago | Report Abuse
Bro James,
Bye bye for you in Notion..
Good that you sold Notion and earning money..
I don't like DNEX, cloudpt or Greatech....
Some is speculation stock some is high PE stock...
I like Notion decard turn around with great position benefiting by Data Center
1 month ago | Report Abuse
Yes! Of course buy and hold like Calvin did in plantation..
We must hv wisdom for Hdd because of data center booming
Stock: [CLOUDPT]: CLOUDPOINT TECHNOLOGY BERHAD
1 month ago | Report Abuse
Follow the boss selling la..
I M not hero.
I just want to earn money