Posted by bankertan > 2020-01-29 14:11 | Report Abuse

Read this first to understand what a CNC machine is. Jcy have thousands of these machines producing hdd. The same machines can be used to make a lot of other products like auto parts.

https://www.thomasnet.com/articles/custom-manufacturing-fabricating/understanding-cnc-machining/

Posted by bankertan > 2020-01-29 14:12 | Report Abuse

SDM website

http://www.sandomet.com/networks_precision.htm

Posted by bankertan > 2020-01-29 14:17 | Report Abuse

SDM sold to JCY and accept payment mostly inshares value jcy share at .43 each when share were trading for .34 Why? Because SDM must have confidence jcy can scale up their auto business quickly and share price will be a lot more then .43 in future!

Posted by sage > 2020-01-29 14:42 | Report Abuse

How much revenue notion and Dufu earn each year versus jcy? these small fry share price is 1.26 and 4.1. Dufu trading at PE x 49 yet Goliath Jcy price is .31 PE is 4.5. Just a matter of time before price will catch up to fair value with peers.

Posted by Lee Yong Hour > 2020-01-29 16:53 | Report Abuse

GOOD anlaysis...CHEER

Posted by strattegist > 2020-01-30 06:16 | Report Abuse

sawadikappppp

Posted by bankertan > 2020-01-30 07:51 | Report Abuse

Hdd prices will increase due to reduce supply on China production lock down on coronavirus.

https://blocksandfiles.com/2020/01/29/coronavirus-outbreak-could-choke-nand-and-disk-supplies/

Flood version 2 in the making.

Posted by sage > 2020-01-30 07:54 | Report Abuse

Very Interesting. 99% of jcy production is in Thailand and malaysia. They should benefit greatly from this.

Posted by strattegist > 2020-01-30 10:41 | Report Abuse

ngeh ngeh ngeh

Posted by Leoleo > 2020-01-30 11:01 | Report Abuse

FATT like a diamond

Posted by strattegist > 2020-01-30 12:10 | Report Abuse

nguit nguit

Posted by victor3689 > 2020-01-30 15:23 | Report Abuse

ω¡＋H¡N the range of 30 - 35

Posted by Leoleo > 2020-01-30 20:34 | Report Abuse

Aiyoooo gostan

Posted by Lee Yong Hour > 2020-01-30 21:00 | Report Abuse

Reverse key......wrong gear

Posted by sage > 2020-01-31 06:57 | Report Abuse

WD results out today (Main customer of JCY).

We expect an accelerated recovery in our flash gross margins, which coupled with ongoing strength in demand for both hard drives and flash, positions us well for continued profitable growth in calendar year 2020.”

https://www.google.com.au/amp/s/www.barrons.com/amp/articles/western-digital-stock-earnings-outlook-flash-memory-51580423471

Posted by strattegist > 2020-01-31 09:01 | Report Abuse

sawadikappppp

Posted by victor3689 > 2020-01-31 10:40 | Report Abuse

is the QR to be release today ?

Posted by syheng1989 > 2020-01-31 12:31 | Report Abuse

Hi Sage, may i know where do you know the Main customer of JCY is WD?

Posted by sage > 2020-01-31 13:45 | Report Abuse

https://www.theedgemarkets.com/article/looks-jcy-comeback-trail

To recap, JCY being a one-stop solution provider for the four key HDD mechanical components — base plates, top cover assembly, actuator pivot flex assembly and antidiscs — is the key strategic supplier to Western Digital (about 90% of total revenue) and Seagate (about 10% of total revenue).

Posted by syheng1989 > 2020-01-31 14:02 | Report Abuse

thank you Sage for providing such good info..

Posted by sage > 2020-01-31 14:35 | Report Abuse

JCY turns over 1 billion in revenue each and every year.

It has reported losses over the last financial year but the cash stockpile continues to grow at nearly 300m (that is 50% of its Current market capitalisation of 600m!)

The company just made significant MA to diversify into auto with synergy to scale up quickly.

The hdd sector is on a uptrend/up cycle as proven by WD where 90% of jcy revenue comes from.

It’s much smaller peers with 5 times less revenue and nearly no cash stockpile has the same if not more market capitalisation and share price Is 5 to 12 times more then JCY.

Share price should surpass 1 rm + based on all the above.

Posted by bankertan > 2020-01-31 14:53 | Report Abuse

Sage, totally agree with you but we must be patience and allow whale to accumulate before they will let share price move higher.

Posted by COW666 > 2020-01-31 15:03 | Report Abuse

hidden gems, thks for sharing the info.

Posted by strattegist > 2020-01-31 16:34 |

Post removed.Why?

Posted by DickyMe > 2020-01-31 17:17 | Report Abuse

"
DickyMe Wah tunggu 25 - 27 sen baru tambah.
09/01/2020 7:48 PM"

Posted by DickyMe > 2020-01-31 18:30 | Report Abuse

No cash flow statement included? Anything to hide?
Revenue decreasing, inventory decreasing.

Posted by bankertan > 2020-01-31 18:51 | Report Abuse

Of course revenue decreasing, last few years is down cycle in storage market for every player. Seagate and wd revenue also decreasing revenue during this time. But up cycle In storage just started so will be very good years ahead for jcy. Also diversifying into automotive will boost revenue further and may overtake their hdd revenue one day!

Posted by DickyMe > 2020-02-01 16:51 | Report Abuse

They have expertise or not or just being adventurous?

Posted by bankertan > 2020-02-02 07:23 | Report Abuse

Why do companies acquire other companies? To buy the expertise, customer base and personnel so you don’t have to reinvent the wheel and start from scratch to be adventurous.

Posted by strattegist > 2020-02-03 08:09 | Report Abuse

sawadikappppp

Posted by DickyMe > 2020-02-03 09:13 | Report Abuse

"DickyMe Wah tunggu 25 - 27 sen baru tambah.
09/01/2020 7:48 PM"
============================

Cancel dulu, sebab QR tak memberangsangkan. No tambah!

Posted by noobgamer > 2020-02-04 08:45 | Report Abuse

zecon, jcy and es ceramic up today. few cents. mark my word :D

Posted by strattegist > 2020-02-04 09:31 | Report Abuse

sawadikappppp

Posted by sulaimansiti > 2020-02-04 16:04 | Report Abuse

Dufu and jcy izzit same ...?
Why jcy so cheap?
See the dufu.. amazing
Jcy... ugly...
Hahaha

Posted by strattegist > 2020-02-05 07:19 | Report Abuse

sawadikappppp

Posted by 1009 > 2020-02-05 09:08 | Report Abuse

《武汉病毒危机..即将解除?》

世卫组织：新型冠状病毒肺炎目前并非「全球性流行病」；香橼资本称利空消息过后瑞幸股价或将翻番；苹果公司的供应商计划2月10日在中国全面复工。

Posted by strattegist > 2020-02-05 10:36 | Report Abuse

nguit nguit

Posted by sulaimansiti > 2020-02-05 21:32 | Report Abuse

Dufu up...jcy down

Posted by victor3689 > 2020-02-06 00:38 | Report Abuse

dufi took 6 yrs to climb up to yhis level...

Posted by 1009 > 2020-02-06 08:27 | Report Abuse

《经济通通讯社６日专讯》

关于特朗普被控滥用权力和阻挠国会的弹劾一案终于落下帷幕，美国参议院投票判定特朗普无罪。一场历史性的、激烈的党派斗争终于结束。

新型冠状病毒药物据报取得进展，消息带动美股表现振奋，道指盘中急升501点。特斯拉中国制Model３型号电动车延迟交货，早前大升的特斯拉股价急跌17.18％或152.36美元，重返700美元水平；另外，有消息指美国计划提高2021年医疗保险付款平均额0.93％，消息刺激联合健康造好，股价升5.3%并为道指最佳成分股。最终道指收报29290点，重上两万九，升483点或1.68％；纳指收报9508点，升40点或0.43％。标指收报3334点，升37点或1.13％，连同纳指一样同创收市新高。

Posted by strattegist > 2020-02-06 09:31 | Report Abuse

sawadikapppppp

Posted by unluckiest > 2020-02-06 10:17 | Report Abuse

same movie scene will showing today as still

Posted by strattegist > 2020-02-06 11:46 | Report Abuse

pelan pelan kayuh...

Posted by PresidentRotiCanai > 2020-02-06 12:20 | Report Abuse

JCY net cash company. Chart is very nice, if u observed properly, the chart similar to zecon on few weeks ago

Posted by strattegist > 2020-02-06 12:52 | Report Abuse

kappppp kappppp

Posted by 1009 > 2020-02-06 14:12 | Report Abuse

《经济通通讯社6日专讯》

正当中国倾全国之力对抗新型肺炎疫情之际，继2月1日宣布不对从美国进口的医疗物资加徵关税，已加徵税款予以退还之後，中国再释善意，今日中午宣布下周五（14日）起下调自美进口750亿美元商品关税，分别降至5%和2.5%，国务院关税税则委员会负责人表示，下一步调整，主要取决于中美经贸形势发展变化，希望能与美方一同朝着最终取消全部加徵关税的方向努力。

中国宣布，对去年9月1日就美国750亿美元进口商品的加徵关税措施作出调整，自下周五下午１时起，将该批商品中已加徵10％关税的部分调整为5％；已加徵5％关税的商品调整为2.5%。除上述措施外，其他对美加徵关税措施继续按规定执行。

关税税则委员会解释此次调整的原因，由于美方上月中公布，自2月14日起加徵去年9月15％关税的1200亿美元商品，由１５％调整为7.5％。因此，为缓解经贸摩擦，扩大经贸合作，中方同步调整了有关措施。

Posted by strattegist > 2020-02-06 16:37 | Report Abuse

ngeh ngeh ngeh

Posted by PresidentRotiCanai > 2020-02-06 16:44 | Report Abuse

Lai lai

Posted by strattegist > 2020-02-06 17:33 | Report Abuse

good closing...

Posted by thesteward > 2020-02-06 17:46 | Report Abuse

Will test year high soon . This time swing for above 40