Get ready for another rally starting monday

Faye stop disclosing sensitive company information here. You can get yourself into serious trouble if they decide to track you down.

Bottom feeders pls get ready to sell off at .70 so I can enjoy the rest of the journey past 1.20 in peace.

.70 in 2015? Tomorrow will close near or above this price. Bottom feeders please sell off at .70 so no need for ic or to sell you wife and kids.

1.20+ by late feb or come and look for me.

dont get too excited yet. the real show has not started. 1.20+ by late feb.

Fireworks starting soon...load up or regret.

No need to waste anymore time talking about it lah. I already told you what is happening. Just collect and wait for the price push in Jan. If no price push in new year, you come and look for me. Sage, if you are not in the industry, total respect to you.

well done. I think you are the only JCY investor to connect all the dot. Are you in investment banking industry? Anyway we watch the new year firework together. Huat Ar!

what is the second number in the amount of shares that was sold off last friday by the
fund to wack it down to .495 close?

Kenanga executing the buying and selling for the fund. After december it will be pushed back up. Sage seem like you know more then you are sharing here.

Kenanga lah. use this opportunity to collect and you will not regret later.

December 17, 2014 12:22 PM EST

Morgan Stanley Sees Major Server Cycle in 2015, Upgrades IT Hardware Sector (HPQ) (STX) (WDC) (QLGC)

Morgan Stanley upgraded the IT Hardware sector Wednesday to In-Line from Cautious, citing server cycle-driven EPS acceleration. Analysts led by Katy Huberty expect server growth of 10% in 2015 due to strong cloud demand, Windows Server 2003 support expiration, and Intel Grantley refresh.

The analyst said beneficiaries include of the cycle are HP (NYSE: HPQ),
Seagate Technology (NASDAQ: STX), Western Digital (NASDAQ: WDC) and
Qlogic Corp (NASDAQ: QLGC) (which was upgraded to OW today).


http://www.streetinsider.com/Analyst+Comments/Morgan+Stanley+Sees+Major+Server+Cycle+in+2015%2C+Upgrades+IT+Hardware+Sector+%28HPQ%29+%28STX%29+%28WDC%29+%28QLGC%29/10105776.html

Wed, Dec 17, 2014, 6:44pm EST - US Markets are closed

Citi Raises Western Digital Price Target

Citi raised its price target on Western Digital Corp (NASDAQ: WDC) Wednesday from $110 to $125.

Analyst Joe Yoo believed “WDC will be a key beneficiary [of PC growth] given that PCs still account for over 60 percent of total HDD units. Moreover, following the recent resolution with the Chinese regulator on two minor infractions, the probability of a MOFCOM approval has significantly increased.”

Yoo noted that his “non-consensus call that the PC market will return to positive growth [in 2016-17] is based on the following: 1) emerging markets (EM), particular for commercials PCs, are still an area of sustainable growth, 2) tablet growth is slowing dramatically, posing less risk to PC sales, and 3) the headwind to CY15 growth, following a temporary demand boost from Win XP expiration, is more modest than investors believe.”

https://finance.yahoo.com/news/citi-raises-western-digital-price-191804914.html

KLSE will not issue letter because unlike harvest, there is legitimate reason for JCY to spike. The last spike was caused by flood and JCY not affected, this latest spike is caused by analyst confident about increase in average selling price of HDD. These are not based on speculation but public knowledge legitimate facts. Harvest was a pure speculative counter and that is why KLSE have to step on it.

When and what will be the reason for the next spike? To date, JCY have not made any comments to quantify how much they have benefit (revenue/profit guidance), but you only have to look at competitors that have actually been impacted by flood to work out approximately how much of extra market share/ revenue they have captured. Add to that the increase in the average selling price. The next spike will be the big one and there are 2 things that will trigger this, A) JCY give revenue/profit guidance before Q1 result is out or B) Q1 results release. Either way if you wait until either A or B happen, it is will be too late.

Some people will think that the flood is only temporary and the benefit for JCY is temporary (3-4 quarters) but consider this, even if and when the competitors can commence production again in late 2012, will the HDD maker like WD and Seagate have the confidence to use JCY competitor again knowing flood can strike again if JCY competitor does not move their factory to safer land/country?. It will take even more time and money for competitor to relocate factory to safer area..ie Malaysia where the most of JCY production is. After this flooding episode, WD and Seagate must be assesing their business continuity plan now. Obviosuly they do not want a repeat of the incident again. Since JCY is already a big supplier for WD, it may make more sense for WD to buy out JCY..but that is another speculation story.

Good luck.

* Consider the above advice only and invest at your own risk.

Those still holding mother and warrant, do not let go, this is only small gain today, the funds only started attacking and still has a long way to go. For those want to get in, it is not too late, RM1.60 by CNY and RM2.00+ before OSK warrant expire on 27th Feb.

this is a very fair and reasonable analysis on JCY:

http://www.investlah.com/forum/index.php/topic,33924.0.html

tptan45/osk, now that WD has announce iincrease in sales from 1billion to 1.8 billion, this makes your report completely wrong, can you go into your osk office tomorrow and revise the tp and sell call on this counter.

be careful what you betting tptan45 from OSK. We may ask you to honor the bet when the price break 1 RM. You should start preparing to payout on all the warrants in Feb 2012.

Just so everyone knows, tptan45 is from OSK.

I assume you are from OSK. Why would anyone believe what you have to say when you have a vested interest in seeing the share price go down. Conflict of interest perhaps?

OSK PROVEN WRONG AGAIN:

http://www.bloomberg.com/news/2011-12-02/western-digital-increases-sales-forecast-as-it-recovers-from-thai-flooding.html

should fly again from tommorrow:

http://www.bloomberg.com/news/2011-12-02/western-digital-increases-sales-forecast-as-it-recovers-from-thai-flooding.html

JCY will go higher then 1 RM before CNY. Already verified by CIMB.

"CIMB channel checks confirmed that Western Digital (WD) had booked JCY's capacity even though WD's volume will be down significantly".CIMB Research said its industry contacts indicate that WD has diverted most of its orders to JCY. JCY is also getting more enquiries from Seagate". (http://klse.i3investor.com/servlets/ptres/5516.jsp)

AVOID THE OSK REPORT. Must be the warrants expiring in Feb 2012 so OSK need to push negative sentiment to push price down so don't need to payout.

AVOID THIS OSK ADVICE. Must be the warrants expiring in Feb 2012 so OSK need to push negative sentiment to push price down so don't need to payout.

JCY will be higher then 1 RM before CNY. Already verified by CIMB.

"CIMB channel checks confirmed that Western Digital (WD) had booked JCY's capacity even though WD's volume will be down significantly.CIMB Research said its industry contacts indicate that WD has diverted most of its orders to JCY. JCY is also getting more enquiries from Seagate" (http://klse.i3investor.com/servlets/ptres/5516.jsp)