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30 comment(s). Last comment by calvintaneng 2 weeks ago

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

CATALYST FOR JCY, NOTION & DUFU

AI (AIRTIFICIAL INTELLIGENCE) & DATA CENTER DEMAND
WILL NEED ANOTHER 100X (TIMES) OR 10,000% INCREASE OF HDD ACCORDING TO DELL CEO

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

CATALYST FOR HEXCAP

TNB RM90 BILLIONS CAPEX FROM 2025 TO 2030
FIBER OPTIC DEMAND BY NEW DC CENTER ALL THROUGH 2024/25/26/27 ETC IN MALAYSIA

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

NEWTONIAN LAW OF MOTION EXPLAIN
CATALYSTS FOR MOVEMENT

IT ALSO APPLY TO STOCK MOVEMENT

https://www.youtube.com/watch?v=2nUuvm5H12Q

Posted by Greenbull88 > 3 weeks ago | Report Abuse

I hold with JCY, DFX, Hexcap

Thanks Calvin to keep on write good article

Goldberg

2,831 posts

Posted by Goldberg > 3 weeks ago | Report Abuse

TNB Jobs in the offing for THETA EDGE?

The Board of Directors of the Company wishes to update that Theta Edge had appointed KEC INTL and KEC Malaysia as the principal / technical partner for TNB Vendor Pre-Qualification Assessment for Contractor for the Grid Project for "Pre-Q Substation, Pre-Q Overhead Lines & Pre-Q Underground Cables" for Tenaga Nasional Berhad.


The Pre-Q assessment was submitted in April 2024, and the 1st Technical Clarification was submitted in May 2024.


The Company will make the appropriate announcement if there is any material development.

This announcement is dated 30 May 2024.

Posted by StartOfTheBull > 3 weeks ago | Report Abuse

Repost:

Hi Calvin,

I am not familiar with HDD and SSD production and its components.
Would you help to explain whether the highest capacity NAND flash memory new die would increases or decreases the number (units) of SSD production?
Thank you.


calvintaneng

54,052 posts

Posted by calvintaneng > 19 hours ago | Report Abuse

https://www.pcgamesn.com/wd/high-capacity-ssd-tech

Great news for Jcy

Jcy got both Hdd & Ssd

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

StartofTheBull

I think the best persons to answer your question is to call up person-in-charge for PR of Jcy tomorrow when they office open

Posted by StartOfTheBull > 3 weeks ago | Report Abuse

I have not decided to buy back JCY again. I thought you can answer my question because you mentioned the below link is great news for JCY.
Anyway, it is OK. Thank you.


calvintaneng

54,052 posts

Posted by calvintaneng > 19 hours ago | Report Abuse

https://www.pcgamesn.com/wd/high-capacity-ssd-tech

Great news for Jcy

Jcy got both Hdd & Ssd


calvintaneng

54,081 posts

Posted by calvintaneng > 1 hour ago | Report Abuse

StartofTheBull

I think the best persons to answer your question is to call up person-in-charge for PR of Jcy tomorrow when they office open

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Thank you
Already know Jcy said they shipped extra HDD/SSD by 3%

but profit is up due to higher quality and higher value by extra 22%
As Western Digital go upscale it will definitely benefit Jcy more as it is also into SSD manufacturing

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Volume shipped increased by
3%

But gain in extra Value by 22%

this is very opposite from the law of diminishing returns experience by Yinson
the more they sell the less they get

for Jcy the less they sell already more profit

if Jcy scale up production ?

Profits can go 🚀 🚀 🚀


Posted by StartOfTheBull > 3 weeks ago | Report Abuse

The NAND flash chips used in today’s SSDs usually contain several dies in one package. For example, our current favorite budget SSD, the 2TB WD Blue SN580, has one chip package containing 16 1Tb (128GB) dies. Bump that die capacity up to 2Tb, and the same structure would give you 4TB in a single chip.

*********
Is this also mean that WD is able to make one (1) piece of SSD in the future with the same capacity for two (2) pieces of SSD at present?

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Could be
they can make them smaller but with higher technology they will be able to miniaturize and pack even more capacity

that is how doing less for more

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

I remember buying the 1st satellite handphone in1992 and my it was very heavy about several kg and today we have pocket sized phone

so times do change and improve

Ravi1969

303 posts

Posted by Ravi1969 > 3 weeks ago | Report Abuse

lol

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Goldberg

set your sight further

KEC int only got smallish jobs
Transgrid Ventures won many big jobs including Menara 118 the Tallest Building in Malaysia

when you catch fish don't go for anchovies but grouper or blue fin tuna

Posted by StartOfTheBull > 3 weeks ago | Report Abuse

"smaller but with higher technology they will be able to miniaturize and pack even more capacity"

********
Exactly, so higher capacity is applied to the more advance memory chip for smaller SSD in size, so it would not increase the number of SSD to be produced.

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Exactly

Do only 3% extra work
earn extra profit by 22%

so Jcy now 7 time more productive

at this rate it will play catch up with Nvidia earning 74% profit from every sale

and since HDD/SSD production is very labour intensive the savings from manpower will amplify the profits

OrlandoWeb3AI

4,872 posts

Posted by OrlandoWeb3AI > 3 weeks ago | Report Abuse

Western Digital. The company, often known as WD, unveiled an industry first at a recent investor’s conference, showing off a high-capacity memory die that’s dwarfed by a human fingertip.

This is a new technology

Will need substantial new investment of many millions RM

Existing SSD HDD machinery will be rendered obsolete

Obsolete and will b impaired to RM 0 written off

OrlandoWeb3AI

4,872 posts

Posted by OrlandoWeb3AI > 3 weeks ago | Report Abuse

... that’s dwarfed by a human fingertip.

So small no need for big piece of land to house

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

There is a time factor for change
Hdd first started by Ibm in year 1956 or 68 years ago to see change

You will be most probably be over 100 years old before Hdd/Ssd is phased out

I think better put off your unnecessary as even now Seagate and Western Digital don't have enough Hdd/Ssd parts and already raised prices by 20% and will increase more and more
So don't just talk and let the superbull run away

Goldberg

2,831 posts

Posted by Goldberg > 3 weeks ago | Report Abuse

Theta Edge partners India’s KEC International to bid for TNB grid projects

heedgemalaysia.com


KUALA LUMPUR : Theta Edge Bhd said it has teamed up with India-based power transmission giant KEC International Ltd in bidding for Tenaga Nasional Bhd’s (TNB) future grid projects.
The information technology services provider said it inked a Memorandum of Understanding (MOU) with KEC International and its Malaysian unit KEC International (M) Sdn Bhd (KEC Malaysia) to submit a contractor prequalification assessment related to grid infrastructure work via a joint venture partnership.

Under the MOU, the parties intend to submit their application for prequalification and appoint either KEC International or KEC Malaysia as the subcontractor to Theta Edge for providing supply and installation solutions for power transmission infrastructure.

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

https://youtu.be/KaEfG_R3Rlc?feature=shared


Stick with Transgrid Venture the home grown success story of Power Grid and Substation supplier for Tnb

johnny cash

6,400 posts

Posted by johnny cash > 3 weeks ago | Report Abuse

@calvin

Calvin since i m active in this i3 site, since few days ago, just want to know who are the strong competitors to hexcap???

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

No strong ones that i know of
Average to below average are Jt group and Mn holding
Both with less cash and less assets than Hexcap have been chased up too high
Only Hexcap is the laggard with more value

speakup

25,912 posts

Posted by speakup > 3 weeks ago | Report Abuse

calvin no more promote Jtiasa? means sold off all isit?

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Good morning Speakup

palm oil theme is still my Top priority all along 🌴🌴🌴 🔥🔥🔥

Eagle Vision First Mover sees more new members joining

Are you in Eagle Group

For now we are in Hexcap, Jcy, Notion and Dufu due to the DC (Data Center) and Ai bull run theme

But our holdings at its Core is still palm oil 🌴🌴🌴 🔥🔥🔥

calvintaneng

54,821 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

PANG 72

See this

Posted by tankahban > 13 hours ago | Report Abuse

RM 90 billion capex is a huge,
say 20% awarded to Transgrid = 90 billion x 20% = RM 18 billion in 6 years
Hexcap owned 49% of the Transgrid = RM 18 billion x 49% = RM 8.82 billion
Assumpt the profit margin is 18% = RM 8.82 billion x 18% = RM 1.59 billion profit before tax
RM 1.59b divided by 6 years = RM 265 million profit annually

RM 265 million / 447 million NOS = RM 0.59/ share

RM 0.59 x 10 PE = RM 5.90

For Transgrid One Engine, exclude Opcom, Binacom

johnny cash

6,400 posts

Posted by johnny cash > 3 weeks ago | Report Abuse

Wow smallcap index diving down, what happened, is it because malaysia joining BRICS??

IS JOINING BRICS A GOOD MOVE???

speakup

25,912 posts

Posted by speakup > 3 weeks ago | Report Abuse

it is good move. malaysia snub evil USA

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