Posted by 1009 > 2019-03-07 10:07 | Report Abuse

Kuatx2 sleeping...

Posted by ahfad > 2019-03-08 15:30 | Report Abuse

up up

Posted by Hunter 88 Hunter 88 > 2019-03-09 19:34 | Report Abuse

Sleeping until next QR hehe.

Posted by 1009 > 2019-03-10 00:02 | Report Abuse

事实上，自从SSD出现之后，与HDD（基于磁头技术的机械硬盘）之争从来没有断绝过， SSD是否真如外界预测的一样最终替代HDD？

“在未来五年， HDD还处于存储的主要位置。” Jim Murphy表示，即使到了2023财年，大部分存储还是在机械盘上，70%的EB出货量将在机械硬盘上。他认为，虽然机械硬盘出货数量在下降，但是容量在升高。希捷已经拥有从2TB起至14TB的全线产品。

Posted by 1009 > 2019-03-10 00:03 | Report Abuse

中国新闻网
中新网深圳3月1日电 (记者 郑小红)研究报告显示，到2025年，全球数据圈将从2018年的33ZB(ZB即：十万亿亿字节)增至2025年的175ZB，届时，中国将成为全球最大的数据圈。

《IDC：2025年中国将拥有全球最大的数据圈》白皮书预测，2018年至2025年中国的数据圈将以30%的年平均增长速度领先全球，比全球高3%。预计在2025年中国数据圈增至48.6ZB，占全球27.8%，成为最大数据圈。从2015年到2025年，中国数据圈以14倍的速度扩张。

Posted by 1009 > 2019-03-10 17:32 | Report Abuse

进入互联网时代以来，全球数据量成爆炸式增长，数据积累、整合与分析已经成为全球生产中非常重要的一环。而且伴随网络传输的不断提速，尤其是即将到来的5G，使得数据的共享调配已经不再受到地理的因素所制约。

上月，希捷联合IDC发布的《数据时代2025》白皮书，资料显示2025年，全球数据暴增至163ZB，将是2016年的十倍。当今大数据、云计算、人工智能以及边缘计算都是以海量数据为“原料”，越来越多的数据被标记、整合以及分析。

硬盘作为数据存储最佳的容器，其品质的优劣会影响数据存储的质量、安全，而硬盘的性能优劣直接影响后续对数据的“加工”。所以基于此我们不得不承认，SSD在相对优秀的性能支撑下，凭借快速传输、抗震稳定等特性确实逐步成为存储市场的新宠儿。

按照这样的说法，SSD应该会快速占领整个存储市场将HDD踢出局,但是事实似乎并非如此。据希捷公布的一份数据调查显示，2023年企业级存储市场HDD仍会占到市场总出货量的70%。

未来五年间，HDD总的出货量会逐年下降，但是其单盘容量会大幅度提升，HDD的关键部件之一磁头将会以6%的年复合率持续增长，所以HDD出货量将在5年内增长至市场总出货量的70%。

伴随云计算、AI、边缘计算及物联网的不断成熟，全球的数据总量将会成几何式增长。而未来应用的场景必然会更加多样化且更加复杂，热数据与冷数据各自的特性也会更加分明。

对于热数据这类快速数据，需要存储设备需要具备出色性能参数，才能最大化发挥数据的效用，创造出更大的价值，所以SSD非常的适合于存储热数据。

而对于繁杂冷数据来说，对存储设备的要求主要集中在容量、安全性以及稳定性方面，而对于实际性能并没有过多要求。在成本的方面拥有绝对优势的HDD就成为了最佳的选择。

总的来讲，HDD不会衰败，更不会走向灭亡。未来SSD与HDD的“分工”将更加明确。而且单从体量来讲，SSD远不是HDD的对手，未来企业级市场终将还会是HHD的主场。

Posted by 1009 > 2019-03-12 09:49 | Report Abuse

Lagi tidur ker?
Bila mahu UP?

Posted by commonsense > 2019-03-12 16:10 | Report Abuse

Excluding the RM91mil impairment, FY18 would have deliver a core net loss of RM30 mil to investors. 1Q19 seems to be a bit better with GP margin improving from -1.1% average in FY18 to now 4.4% in 1Q19. However, the profit to shareholders was still only RM700k for the quarter. Even though the Malaysian division has somewhat recovered a bit, the overall group performance is still being dragged by Thailand division which posted a 1Q19 loss of almost RM5mil. That being said, total volume exported was actually lower compared to 1Q18 but result was supported by better forex and higher sales of higher margin products.

Management is somewhat bearish on the company’s near-term outlook due to lower expected demand of hard disk drive (HDD) especially with the downward pricing pressure of SSD which will indirectly makes HDD less appealing. FY19 could potentially deliver a profit to the shareholders but it won’t be big. Most probably less than RM5mil. At the current share price, the company is valued at a high forward PE of 85x.

If you are looking to hedge your portfolio outside of JCY (due to its weak earnings outlook and relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.1x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV.

FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well).

MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at only 5.0x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x.

Good luck.

Posted by ahfad > 2019-03-12 16:43 | Report Abuse

jcy tp 50c pls

Posted by 1009 > 2019-03-12 17:27 | Report Abuse

B4 2021.. TP 1.00

Posted by 1009 > 2019-03-13 08:34 | Report Abuse

*JCY International Bhd (JCY)* has agreed to receive 133.30 million yuan (RM81.05 million) as compensation for the relocation of its properties in China’s Suzhou Wuzhong Economic Technology Development Area. (The Edge Markets)

Posted by vivabursa > 2019-03-13 09:03 | Report Abuse

almost = 20% of market cap

Posted by ahfad > 2019-03-13 09:08 | Report Abuse

limit up la apa lagi

Posted by ikah2000 > 2019-03-13 10:29 | Report Abuse

limited up.... not limit up....

Posted by ikah2000 > 2019-03-13 21:19 | Report Abuse

ipo price rm1+, now only worth 0.20+....

Posted by 1009 > 2019-03-14 12:14 | Report Abuse

Lagi mahu good news sikit..
Power tak cukup ..

Posted by 10216181846285851 > 2019-03-14 14:58 | Report Abuse

Jangan drop lagi la please. Kompang

Posted by Hunter 88 Hunter 88 > 2019-03-15 10:21 | Report Abuse

.

Posted by 1009 > 2019-03-15 11:27 | Report Abuse

Bila mahu UP??
Siapa punya shares upside road block??

Posted by 1009 > 2019-03-19 17:51 | Report Abuse

Haha... sudah start murah again...
Boleh start perlahanx2 sapu simpan sikit liao....

Posted by 1009 > 2019-03-19 22:36 | Report Abuse

《SSD要取代HDD…还需要很久很久》

实际上，SSD拥有比机械硬盘更简单的结果，主要由主控加闪存组成，而闪存无疑是SSD最核心的部分，目前全球最大的存储厂商如美光、东芝、三星、海力士已经成为了闪存市场的主要玩家。

而为了化解这个矛盾，西部数据此前也不惜重金收购Sandisk，成为闪存厂商的重要玩家。

在这个问题上，同样作为全球存储巨头，希捷全球副总裁暨中国区总裁孙丹女士比较乐观。

“不可否认，笔记本等个人消费电子中，SSD的市场增长速度的确快于HDD，但这个市场相对有限，另外技术更迭也较快。未来很长一段时间内，HDD与SSD会协同发展。比如在安防行业，有海量的非结构化视频数据，基于成本等因素考量，HDD仍然会是甲方首选的、总体拥有成本具有优势的存储解决方案。”孙丹说道。

她表态，如果某一天，SSD的成本能够控制与HDD相同，届时全部被取代毫无疑问，但从目前的技术发展来看，这一天还需很久很久。

尽管在技术流派以及业务布局上，希捷都力挺HDD，但这不意味着希捷就全盘放弃SSD。

孙丹透露，目前希捷在SSD业务上也在逐步发力。希捷去年以12.7亿美元现金参与贝恩资本牵头财团，与东芝公司签署收购东芝存储公司（Toshiba Memory Corporation）协议，与东芝签订长期协议来巩固NAND闪存供应。

Posted by ivan9511 > 2019-03-31 15:02 | Report Abuse

as long as the boss still confd we belif jcy can add oil

Posted by 1009 > 2019-04-03 11:04 | Report Abuse

Tidur sampai sekarang..
betul gang Lah ... hahaaaaaa

Posted by 10216181846285851 > 2019-04-04 13:17 | Report Abuse

Berapa lama nak tidurrrrr

Posted by 1009 > 2019-04-08 12:22 | Report Abuse

Engine bila boleh start ‘ON’....?

Posted by Noned > 2019-04-08 12:44 | Report Abuse

1009
Still seller at 20.
Tgu seller habis lo..

Posted by ahfad > 2019-04-09 10:28 | Report Abuse

still sideways, might retrace below 0.19 if still no interesting happen

Posted by Noned > 2019-04-09 18:09 | Report Abuse

Still no seller 19.5..
Big boys rollover maybe..

Posted by 1009 > 2019-04-10 16:02 | Report Abuse

All have rocket FLY!!!,
Bila sampai JCY ??

Posted by ahizra2 > 2019-04-10 23:18 | Report Abuse

looking at the draining volume, a dramatic move for sure will be happening soon. But to which direction is anyones guess. Either way it will likely lasts and reverse very quickly. Strategy for this case in simple words: If down, buy more. If up, take profit. Just saying

Posted by Noned > 2019-04-11 00:29 | Report Abuse

Vol buyer at 20 is better now..

Posted by 1009 > 2019-04-11 09:39 | Report Abuse

Masih belum sampai u JCY....
Bila mahu start Goreng UP??

Posted by 10216181846285851 > 2019-04-17 16:37 | Report Abuse

So now can cutloss ah or kena hold lagi for next goreng????

Posted by 1009 > 2019-04-19 10:33 | Report Abuse

Dufu have Up more day....
Bila sampai JCY...
JCY have SSD process, but not more output..
JCY turn pls....

Posted by 1009 > 2019-04-19 10:39 | Report Abuse

问：关于这个扩张计划，公司打算多元化去那些领域？
答：这些领域包括SSD硬盘、汽车零件以及其他需要精密零件的电子产品。

Posted by 1009 > 2019-04-19 11:24 | Report Abuse

We had discussed this concentration risk of market in our Management Discussion and Analysis. The potential high concentration risk on revenue generation has an equal risk and pressure on the deliverables of the business’s financial results. For this matter to have a direct and great impact on our financial results, it involves a larger group of stakeholders and doubles the importance of this matter.

The Board of Directors recognises the importance of this matter and has prioritised this high revenue concentration matter to be one of the top agendas in the Board’s deliberations, at every occasion where the Board members met.

In each of the Board meetings, the Board discussed the strategies and directions for diversification of the Company business and to source for more business revenue from other industries other than the HDD industry.

In the financial year 2016, the non-HDD revenue stood at approximately 0.5% of the total revenue generated by the Group. This number improved to 1.9% in the financial year 2017 where we saw some improvements on non-HDD revenue from the sales of components to other business sectors, including the sales of components to the Solid State Drive (“SSD”) sector. SSD has been generally thought to be the next generation of digital storage technology that will potentially replace a large portion of digital storage demand currently fulfilled by the HDDs.

In financial y-ear 2018, the non-HDD sectors contribute approximately 3.9% of the total revenue generated by the Group. We see this as an encouraging leap for the Group to move away from the concentration risk of revenue from a single source.

Nevertheless, the Board deems that the contribution of revenue generated from sources other than HDD industry is still far from satisfactory. The Management continues to actively extend the Group’s capabilities to other business sectors and is actively looking for new business opportunities that will best utilise our fields of expertise. We expect to deliver a greater dilution of revenue concentration in the next 5 years.

To achieve the ultimate goal of reducing our dependency on HDD industry, we carefully analyse our fields of expertise and align with those industries and products that may require our specialised skills and experience and we will reach out to them. We identify our core capabilities to include precision die casting, machining, stamping, gasket plotting, metal coating and plating, as well as high cleanliness level ultrasonic cleansing processes, cleanroom assembly for electronic components, design and fabrication for precision tools and moulds and other related fields.

With our core expertise and strengths in mind, we reach out to professional intermediates for linking us with potential customers and markets. We will also recruit business development professionals to explore for business opportunities. We will not limit our business development activities to only the emerging markets such as ASEAN and Asia, but also in the matured market of America, as we see the opportunities of a potential shift of international procurement strategies and trade models as a result of the brewing trade dispute between the United States of America and China.

Posted by 1009 > 2019-04-19 11:25 | Report Abuse

我们在管理层讨论与分析中讨论了市场集中度风险。 创收的潜在高集中度风险对企业的可交付成果具有相同的风险和压力财务业绩。 对于此事项对我们的财务业绩产生直接和重大影响，它涉及更多的利益相关者，并使这一事项的重要性翻倍。

董事会认识到这一事项的重要性，并且在董事会成员遇到的每一个场合，都将这一高收入集中事项列为董事会审议的最高议程之一。

在每次董事会会议中，董事会讨论了公司业务多元化的战略和方向，并从HDD行业以外的其他行业获取更多业务收入。

于2016财政年度，非硬盘驱动器收入约占本集团产生的总收入的0.5％。 这个数字在2017财政年度提升至1.9％，我们看到部分销售到其他业务部门的非HDD收入有所改善，包括向固态硬盘（“SSD”）部门销售组件。 SSD一般被认为是下一代数字存储技术，可能会取代目前由HDD实现的大部分数字存储需求。

在2018年的财务年度中，非HDD部门贡献了本集团产生的总收入的约3.9％。 我们认为这是集团摆脱单一来源收入集中风险的一个令人鼓舞的飞跃。

然而，董事会认为，除HDD行业以外的其他来源所产生的收入贡献仍然远远不能令人满意。 管理层继续积极将本集团的业务扩展至其他业​​务领域，并积极寻求能够充分利用我们专业领域的新商机。 我们预计在未来5年内会有更大的收入集中度。

为了实现减少对HDD行业的依赖的最终目标，我们仔细分析我们的专业领域，并与那些可能需要我们专业技能和经验的行业和产品保持一致，我们将与他们联系。 我们确定我们的核心能力，包括精密压铸，机械加工，冲压，垫片绘图，金属涂层和电镀，以及高洁净度级别的超声波清洗工艺，电子元件的洁净室组装，精密工具和模具的设计和制造以及其他相关 领域。

凭借我们的核心专业知识和优势，我们与专业中间体联系，将我们与潜在客户和市场联系起来。 我们还将招聘业务开发专业人士，以寻找商机。 我们不会将我们的业务发展活动仅限于东盟和亚洲等新兴市场，也包括美国成熟市场，因为我们看到国际采购策略和贸易模式可能因酝酿而转变的机会 美利坚合众国与中国之间的贸易争端。

Posted by 1009 > 2019-04-22 09:38 | Report Abuse

Cantik-cantik Mari .. pls,.....

Posted by 1009 > 2019-04-22 14:49 | Report Abuse

Semua happyx2.. bila sampai JCY show times?

Posted by TheMask > 2019-04-25 20:59 | Report Abuse

Soon soon

Posted by 劉尹光 > 2019-05-07 10:24 | Report Abuse

coma again...\

Posted by 1009 > 2019-05-07 19:45 | Report Abuse

以下内容全部来自于官方纪要翻译，详情请参考原文

业绩概况：《Western Digital》
西部数据2019Q3营收与净利润均不及市场预期。营业收入37亿美元，同比下滑27%；营业利润为-3.94亿美元，同比下滑166%；净利润为-5.81亿美元，同比下滑19%，亏损幅度扩大。经营现金流为2.04亿美元，自由现金流为负1.1亿美元。毛利率为25.3％，低于预期28%。

营业收入拆分（按业务分类）：
SSD drop -26% 闪存收入16亿美元，同比下降26％，主要是由于价格下降，季节性衰退以及嵌入式移动产品的销售疲软；HDD 硬盘驱动器驱动收入为21亿美元，同比持平，主要受益于企业驱动器组合需求增加。

业绩概况：《Seagate》
第三财季，希捷科技营运现金流为4.38亿美元，自由现金流为2.91亿美元。今年以来，希捷科技合计运营现金流13亿美元、自由现金流8.62亿美元，资产负债表健康。第三财季中，希捷科技支付现金股息1.78亿美元，并以3.27亿美元回购720万股普通股。截至本财季末，现金、现金等价物总额为14亿美元，已发行和未发行普通股2.77亿股。

“本财季，我们开始交付业界首批16TB大容量硬盘HDD，并预期在2019年下半年开始量产。数据时代的数字化转型带来机器学习、自动驾驶以及智慧城市等许多新的应用，而这些应用都依赖于快速访问不断增加的数据。这些趋势为我们的海量数据存储解决方案带来重大机遇，而我们也成功地执行了技术策略以满足不断增长的需求。”Dave Mosley说。

Posted by 1009 > 2019-05-07 19:51 | Report Abuse

18.前景 DUFU说…

正如我们在2018年12月31日截止的上一季度财务报告中的指引所示，我们预计2019年上半年硬盘驱动器业务环境将放缓。尽管如此，我们应该看到2019年下半年客户的装机量增加 总的来说，我们仍然对硬盘驱动器的长期前景充满信心。

在收入增长方面，收入将受到硬盘驱动器（“HDD”）制造商的需求驱动。 由于对云存储的需求，对HDD的需求将是数据中心和其他企业应用的容量存储。 行业和大型组织每天生成和存储的数据量正在快速增长，这与影响企业的变化趋势一致，如机器学习，人工智能，物联网，大型视频监控“智能城市”计划，软件定义 和对象存储。

有机会进入可与本集团当前业务模式协同增效的相关业务部门。
有了这个并考虑到基于当前市场趋势的需求上升并且假设美元货币对令吉没有波动，本集团预计未来几个季度的盈利和增长将令人满意。

DUFU管理层表示他们会比较专注于HDD的生意，暂时不会把non-HDD生意拉高成对比。

So… Kings in HDD Malaysia sector JCY... how??

Posted by 劉尹光 > 2019-05-07 19:52 | Report Abuse

coma again

Posted by 1009 > 2019-05-07 19:59 | Report Abuse

今年下半年…HDD的全球市场需求，即将会有强劲的复苏。
JCY管理层是否有更优秀的技术创新，迎战暴涨模式的需求吗？
希望未来的时日，JCY管理层及工艺技术，保佑能创造更理想的收益及盈利。

Posted by 1009 > 2019-05-14 17:00 | Report Abuse

Start to cheap collection?

Posted by sasword > 2019-05-15 16:32 | Report Abuse

Got extra profit also big ass shareholders will announce dividend and eat all, small shareholders apa pun tak dapat.

Posted by 1009 > 2019-05-15 17:36 | Report Abuse

Sapu banyakx2... eat more dividend that him..

Posted by koyokui > 2019-05-16 09:21 | Report Abuse

Buy jcy goy big contract

Posted by birkincollector > 2019-05-16 18:13 | Report Abuse

Very bad results