Posted by calvintaneng > 2024-05-23 06:36 | Report Abuse

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

Posted by Tanleechoo > 2024-05-23 10:54 | Report Abuse

Agreed….not long term for notion ..though a lot of said on Hdd n sDd ..rotional play may be 1 yr ?

Posted by calvintaneng > 2024-05-23 10:56 | Report Abuse

no leh

too early to cabut lah

Calvin remembers in Year 2020 one banker bought Topglove around Rm6 and then sold Topglove too early before Rm10.00

then Topglove powered to Rm24.00 and declared two free bonus for one

bei tahan the banker capitulated and bought back Topglove at Rm24.00 and after split the cost was Rm8.00

now Topglove only Rm1.21

so don't make the same foolish mistake

Data Centers not even fully set up yet and potential ahead is bright

Posted by Gerald Koh > 2024-05-23 10:57 | Report Abuse

lol.

Posted by kuroro2020 > 2024-05-23 11:43 | Report Abuse

Welcome data centre projects regardless of origin, say analysts

PETALING JAYA: Malaysia’s liberal approach of welcoming companies from around the world to set up data centres in the country will boost its ambition to become a regional data centre hub, analysts and industry players say.

Attracting data centre operators from China as well as the US and the West, despite the simmering US-China tensions, would be a significant boost for the economy, they said.


Malaysian Institute of Economic Research head of research Shankaran Nambiar said welcoming data centre operators regardless of their origin would significantly transform the country’s skill base and foster the development of a new technological ecosystem.

“Even if it is from China, as long as there are opportunities for local talent to be engaged, it would be beneficial to encourage them,” he told FMT Business.


He said with the robust demand by foreign companies to set up data centres in Malaysia, the country could well become a hub for data centres in the region.

“Nevertheless, it is important to ensure that there is participation by Malaysian vendors and workforce,” Nambiar added.

Recent media reports indicate that more Chinese companies are expected to set up data centres in Malaysia over the next five years.

Between 2021 and 2023, data centres produced RM114.7 billion in approved digital investments and created 39,231 job opportunities.

The US-China trade war broke out and escalated in 2018–2019, when former US president Donald Trump began imposing tariffs and other trade barriers on China.

Best of both worlds

Vicks Kanagasingam, CEO and co-founder of technology company Verge IoT, agreed that Malaysia has all the right ingredients to be a regional data centre hub.

He said that partnering with Chinese, US or Western data centre companies would benefit the country as a whole.

“We get the best of both worlds, US-West and China. I encourage it very much as it will increase technology knowledge, per capita income and talent in the country,” he added.

“Data centres require crucial resources such as energy, and Malaysia’s electricity tariffs are among the lowest in the region, particularly in Sarawak.

“Additionally, our extensive fibre infrastructure, supported by providers like Telekom Malaysia, TIME, Maxis, CelcomDigi, and ALLO, makes us an attractive destination.

“Land is also more abundant and affordable here compared to Singapore,” he told FMT Business.

Vicks also noted that advanced data centres, such as NVIDIA’s planned AI cloud and supercomputer facility, offer multiple economic advantages over standard data centres.

Meanwhile, Malaysia-China Business Council executive director Alvin Tee said Malaysia would benefit greatly from both Chinese and Western data centre players.

“The economic spillover effects of major Chinese DCs coming to Malaysia is that it will become a catalyst to attract more entrants from technology companies in China and international players in Malaysia, especially in AI development and services and cloud services,” he said.

He added that more Chinese companies setting up data centres in Malaysia would lead to a competitive data centre landscape in the country.

“Chinese data centre operators are vigorously competing within the local market while providing valuable lessons in superior technology offerings, expedited time-to-market, and more efficient methods for reducing the cost of services.

“Likewise, Malaysian companies could adopt similar strategies, such as the US$4.3 billion (RM1.27 billion) investment deal by the YTL Power-Nvidia partnership to develop AI infrastructure, supercomputers, and cloud computing in Johor,” he said.

In 2022, Google Cloud announced that it would bring its new cloud region to Malaysia.

The following year, Amazon Web Services said it planned to invest US$6 billion (RM28.16 billion) in Malaysia by 2037 to strengthen its cloud services infrastructure in the country.

Recently, Microsoft Corp said it would invest US$2.2 billion (RM9.39 billion) over the next four years in cloud and AI infrastructure in Malaysia.

Bridge Data Centres, a firm backed by Chinese tech firm ByteDance, has announced its expansion to Cyberjaya with the development of its third data centre, MY02.

China-based GDS Holdings meanwhile has invested RM14.33 billion in Johor with the opening of two data centres in Nusajaya Tech Park and Kempas Tech Park.

Posted by Johnchew5 > 2024-05-23 13:09 |

Post removed.Why?

Posted by Johnchew5 > 2024-05-23 13:16 |

Post removed.Why?

Posted by mf > 2024-05-24 05:20 | Report Abuse

Dow Jones

Dow Jones Industrial Average

39,065.26

-605.78

1.52%

Nasdaq

NASDAQ Composite

16,736.03

-65.51

0.38%

Posted by oldbuddy > 2024-05-24 09:32 | Report Abuse

very strong

Posted by Witty > 2024-05-24 09:50 | Report Abuse

Scare trap. Run first liao

Posted by Killsthebear > 2024-05-24 10:27 | Report Abuse

sold mother and son to Major.. 😁😁

Posted by ZStrader > 2024-05-24 11:17 | Report Abuse

Sold with 200% gain from 0.375. tq...

Posted by newbie9893 > 2024-05-24 11:31 | Report Abuse

i sold Notion & bought in JCY this morning

Posted by dxbman > 2024-05-24 12:11 | Report Abuse

STRONG BUY TP1. 50

Posted by pang72 > 2024-05-24 12:15 | Report Abuse

After following Calvin on jtiasa earning money, now must follow Calvin in NOTION to earn money

Posted by pang72 > 2024-05-24 12:16 | Report Abuse

So, hdd recovery

Posted by pang72 > 2024-05-24 12:18 | Report Abuse

DUFU, notion and JCY..
Pick your favourite

Posted by pang72 > 2024-05-24 12:20 | Report Abuse

Many sold notion goes into jcy
I sold DUFU goes to notion..
I am weird one..

Posted by pang72 > 2024-05-24 12:27 | Report Abuse

DUFU at $2.34 eps 0.8c
NOTION at $1.18 eps 2.3c

So, notion shall catch up DUFU at $2.53

Posted by danny123 > 2024-05-24 13:18 | Report Abuse

Take profit first.

Posted by danny123 > 2024-05-24 13:20 | Report Abuse

Go up so fast, come down can not run

Posted by xuxu > 2024-05-24 14:18 | Report Abuse

haven't sell wait 1.3 hehe

Posted by pang72 > 2024-05-24 14:26 | Report Abuse

Xuxu, you are here...
I follow you but I will sell above $1.30....higher n higher

Posted by pang72 > 2024-05-24 14:26 | Report Abuse

NOTION] Notice of Interest of Substantial Shareholders - MR TAN PAU SON on 23-May-2024
Stock
[NOTION]: NOTION VTEC BHD
Announcement Date
23-May-2024
Director's Particular:
Name
MR TAN PAU SON
Details of Changes:
Currency
-
Date of Change Type Number of Shares
20-May-2024 Acquired 28,466,300
Registered Name
Nature of Interest
Nature Interest
Direct and Indirect Interest
Shares
Ordinary Shares
Reason
Purchase of Ordinary Shares via open market
Total no of securities after change:
Direct (units)
23,206,300
Direct (%)
4.50
Indirect (units)
5,260,000
Indirect (%)
1.02
Total (units)
28,466,300
Total (%)
5.52
Date of Notice
23-May-2024

Posted by pang72 > 2024-05-24 14:27 | Report Abuse

I found some big shot biting 28mils shares in open market..
This company is going to change to high flyers NOW!

Posted by pang72 > 2024-05-24 14:57 | Report Abuse

Thanks Calvin for the hdd write up.... Data Center theme....!!
I will expect more good articles like in plantation for Hdd sharing via I3 for the good of readers..

Posted by calvintaneng > 2024-05-24 15:10 | Report Abuse

Last time during GLOVE SUPERBULL

I bought Supermax at Rm1.73 in April 2020

After Supermax reached Rm7 to Rm8 I saw Supermax Insider/Directors bought Supermax shares from open market at Rm7.73 & Rm7.50

They fore SEE that Supermax will be good

And later Super Max gave one for one free Bonus

Then Supermax powered over Rm20

Now Notion Insider bought in VERY HUGE

See

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3449388

So they expect Notion to do very well ahead

Posted by calvintaneng > 2024-05-24 15:26 | Report Abuse

Is it Possible to Manufacture HDDs in USA?

At the beginning of the HDD industry, all the drives were made in USA (Ampex, Burroughs, Control Data, IBM, Memorex, Univac, STK), and then also in Europe (Bull, Siemens) and Japan (Fujitsu, Hitachi). But they were high-priced high-margin units for mainframes where the workforce to build them was a small percentage of the global price.

There was a big change when PCs arrived in a more price sensitive market. The first two storage companies to land in Asia were probably Tandon and Micro Peripherals in 1981 to manufacture floppy disk drives in Singapore.

But the real pioneer was Tom Mitchell, who decided in 1982, or only three years after the birth of Seagate, to transfer all production of 5.25-inch HDDs from Santa Cruz, CA, to Singapore. He was highly unsatisfied by the "high cost, marginal quality and poor availability of labor" in California. He also had the good fortune to fall upon a remarkable local engineer, S.C. Tien, to help him in his efforts.

Seagate's success inspired many imitators in Singapore and then in other Asian countries with lower salaries.

Today all HDDs are manufactured in only six Asian countries by the remaining producers:
Hitachi GST (acquired by WD) in China, Thailand and Singapore
Seagate in China, South Korea (acquired Samsung HDD for a small quantity) and Thailand
Toshiba in China, Thailand and the Philippines
The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

For the IMF World Economic Outlook Database, October 2010, the average minimum ANNUAL salary for workers was $1,500 in China, $2,053 in the Philippines, $2,293 in Thailand and $4,375 in Malaysia. Per comparison, it's $729 per median WEEKLY earnings in USA according to the United States Bureau of Labor (January 27, 2012) among full-time wage and salary workers not union members. Result: between 9X and 25X more in the U.S.

That's why it's impossible to build plants in North America to be competitive in the HDD industry.

But there is another reason. With few exceptions, all the components into HDDs (disks, heads, motors, PCBs, enclosures, etc) are built in Asia because their makers have installed their factories near HDD assembly plants to offer a better service to their huge customers.

These two reasons explain why we are not going to see any HDDs made in USA in the near future. It's the same for PCs, notebooks, tablets, smart phones and the majority of high-tech devices.

24 minutes ago



calvintaneng

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

23 minutes ago



calvintaneng

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing.

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

USA & CHINA NO BANGLA

Posted by Hotstuff > 2024-05-24 15:28 |

Post removed.Why?

Posted by calvintaneng > 2024-05-24 15:28 | Report Abuse

China cannot do HDD

Even huawei must buy HDD from Seagate

See they stopped Seagate

https://www.exportsolutionsinc.com/resources/blog/a-look-behind-seagates-record-breaking-export-penalty/

Posted by calvintaneng > 2024-05-24 15:37 | Report Abuse

BUSINESS REVIEW
JCY International Berhad and its subsidiaries (“the Group”) is
principally involved in the manufacturing of precision components
and sub-assembly. For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

1 minute ago



calvintaneng

For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

IT TAKES 20 YEARS TO SET UP HDD & SSD FACTORIES

VERY HIGH BARRIER TO ENTRIES (GLOVES TAKE ONLY 6 MONTHS)

FOR NEXT 3 to 5 YEARS JCY, NOTION & DUFU WILL DOMINATE THE HDD & SSD Markets

Posted by James_Bond > 2024-05-24 16:17 | Report Abuse

Time to take profit on this!

Posted by James_Bond > 2024-05-24 16:18 | Report Abuse

Queue sell at 1.20…

Posted by pang72 > 2024-05-24 16:26 | Report Abuse

Averaging up all the way since James bro selling

Posted by calvintaneng > 2024-05-24 16:27 | Report Abuse

Wait till all Research house and media all do write up buy call for HDD then only consider sell

now still too early

Posted by pang72 > 2024-05-24 16:28 | Report Abuse

I queue sell $3.00...
So, it is still far away from my target price

Posted by pang72 > 2024-05-24 16:29 | Report Abuse

This is just start to crawl like baby..
Not even teenagers....
I will sell when become Datuk NOTION

Posted by calvintaneng > 2024-05-24 16:29 | Report Abuse

Bull market is born in pessimism

grows in skepticism

matures in optimism

dies in euphoria

we are still at stage two when skeptics still around

Posted by pang72 > 2024-05-24 16:30 | Report Abuse

James bro selling, you must buy all his tickets
So to help him and help us to sell at $3.00 in future...

AI data center is future...

Not completely established..

Hdd in hot cake

Posted by pang72 > 2024-05-24 16:32 | Report Abuse

Of course, I will adhere to Calvin spirit like in plantation..
Never say die, never give up..

Glory day is in AI data center - HDD

Posted by pang72 > 2024-05-24 16:33 | Report Abuse

Next week, I don't know will be $1.50.. Minimum, I guess with Nvidia $1k Share price boost the technology firm

Posted by pang72 > 2024-05-24 16:33 | Report Abuse

Close eye grab jrs bro $1.30 tickets while stock lsst:)

Posted by pang72 > 2024-05-24 16:36 | Report Abuse

Your last call to grab $1.20 from James bro...
Mari...

Posted by calvintaneng > 2024-05-24 16:37 | Report Abuse

Notion sounds like Motion

See Newtonian Law of 1st Motion

In this case two CATALYSTS

1. HDD
2. EMS

Posted by pang72 > 2024-05-24 16:38 | Report Abuse

Any one analyst publishs a report on NOTION..
You will not able to get $1.20...

Posted by pang72 > 2024-05-24 16:40 | Report Abuse

This stock will be the next star of Bursa

Posted by pang72 > 2024-05-24 16:43 | Report Abuse

Bye bye James bro...
Your $1.20 tickets habis Rebut...

Posted by pang72 > 2024-05-24 16:43 | Report Abuse

Fire up $1.50

Posted by pang72 > 2024-05-24 16:44 | Report Abuse

Final destinasi- $3.00 OK kah?

Posted by pang72 > 2024-05-24 16:45 | Report Abuse

This stock is greatly undervalue....

UNDERVALUE.... GREAT GREAT!!