Posted by lumbercpo > 2021-05-17 18:38 | Report Abuse

Reality is whole world big capacity HDD still shortage!

Posted by NEWBIE138 > 2021-05-17 18:48 | Report Abuse

but reality is JCY has no increase in Profit before Tax.... hahaha.. JCY only esos

Posted by 1009 > 2021-05-17 22:54 | Report Abuse

《希捷、WD 股价涨翻！大摩：奇亚币热潮支撑硬碟需求》

14 日，电脑硬碟制造商希捷（Seagate）和 Western Digital（WD）股价飙升，出现带量长红 K 棒，主要受惠近来爆红的奇亚币（Chia）需要大量硬碟挖矿，带动硬碟需求点火，导致相关产品供不应求。

Barron’s报导，新兴加密货币奇亚币涌现热潮，越来越多人前仆后继加入挖矿行列，使硬碟需求跃升数倍。摩根士丹利（Morgan Stanley）分析师Joseph Moore 14日发表报告提到，奇亚币使用矿工提供的硬碟空间来挖矿，不像其他加密货币是透过显示卡算力，因此将在短期内大幅提高硬碟需求。

Moore出具报告后，激励希捷和WD股价强势上涨。14日希捷股价劲扬12.44%，收97.97美元，创公司史上收盘新高；WD股价也大涨8.29%，收71.87美元。

Moore指出，大多数加密货币采用“工作量证明”（Proof of Work）机制验证交易，需要大量算力进行计算，因此耗电量十分惊人。相较之下，奇亚币的挖矿效率与硬碟容量呈正相关，取代工作量证明，优点是不会耗用大量能源，但需要巨大的硬碟储存空间来验证区块链。

据Moore表示，从中国掀起的奇亚币挖矿热潮，已对硬碟市场造成影响。数周前有报导称，市面10TB以上企业级硬碟出现严重缺货。Moore估计，奇亚币矿主购买的硬碟容量累计高达10EB。

4月22日，希捷发表2021会计年度第三季财报，获利击败市场预期，主要动能来自近线硬碟（Near-Line Drives）销售创新高纪录。展望第四季，希捷预测营收可达28.5亿美元，符合市场预期，每股盈余可达1.60美元，略高于市场预期的1.55美元。

（本文由 MoneyDJ新闻 授权转载；首图来源：希捷）

Posted by 1009 > 2021-05-17 23:13 | Report Abuse

WDC<western digital> ... STX<seagate> 已持续疯狂上涨趋势第三天，一直突破历史新高。
是否JCY的管理层能交出漂亮的业绩吗？同行门都交出相当不错的业绩和盈利水平。
已N多年了，别再继续让更多股东们的期待，且变成一种失望，加油啦！！
拿出实力做事，一定还是可以再战辉煌。

Posted by NEWBIE138 > 2021-05-18 08:53 | Report Abuse

dufu QR not bad .. haha.. thats why price stay above rm4 .. hope JCY can show the shareholders some good result.. like they promised in AGM..

Posted by ITCHYLEG > 2021-05-18 20:55 | Report Abuse

https://finance.yahoo.com/m/d1d1bec9-4fa6-3857-b3de-daa780698f2c/seagate-and-western-digital.html

Posted by 1009 > 2021-05-18 22:11 | Report Abuse

希捷搭上了公用云服务运营商业绩强劲增长的顺风车。

硬盘驱动器还没有死，但如果您有相反的看法，那也是情有可原的。

曾几何时，每台笔记本电脑都配备了旋转式驱动器。如今情况已经发生了变化。硬盘驱动器几乎已从消费产品中消失了。

但新的企业应用程序正在推动硬盘的复兴，这对希捷科技(Seagate Technology，STX) $希捷科技(STX.US)$ 来说是个好消息，它是目前仅存的经营单一硬盘驱动业务的企业，希捷也将赌注押在了这里。

希捷从事驱动器开发已有四十多年了，投资者一直对其持怀疑态度。很多时候，希捷的业务都饱受争议，比如市场竞争激烈、容易商品化（编者注：失去独特性）、周期性极强和产品容易过时。这些担忧使希捷成为科技领域中最便宜的股票之一，现在依然如此。

繁荣与萧条的行业周期跌宕导致了无情的市场淘汰，驱动器制造商从高峰时的数百家，到现在仅保留了三家：希捷、西部数据(WDC)和东芝(6502:TYO)。

两家美国公司——希捷和西部数据占近90%的市场份额。但西部数据的业务已经开始多元化发展，2016年收购了闪存巨头闪迪公司(SanDisk)，这使希捷成为最后一家单一生产硬盘驱动器的制造商。

对希捷来说，这是件好事。希捷在新的目标市场和快速进步的技术中蓬勃发展。它最大的市场曾是PC和其他消费类设备（它为苹果iPod音乐播放器制造过小型驱动器），但现在大多数PC都配备了大容量固态驱动器[编者注：固态驱动器由控制单元和存储单元(FLASH芯片、DRAM芯片)组成，硬盘驱动器主要由磁头和磁盘组成]。尽管希捷仍在销售一些用于外部储存（编者注：类似于U盘、移动硬盘等都属于外部存储）、游戏和其他一些消费类应用程序的驱动器，但它已经将重点重新放在了另一个巨大的机会上——云业务。

如今，希捷超过65%的存储量是针对大容量应用程序（例如云）的，剩下的存储量中，只有很小一部分仍然在PC中。希捷首席财务官吉安卢卡·罗曼诺(Gianluca Romano)表示，到2025年，大容量存储将贡献90%的收入。

从基本层面上看，“云”是一个巨大的工业建筑，包含了服务器、交换器、固态存储和磁盘驱动器，其中大部分驱动器是由希捷和西部数据提供的。

云业务的机会正在推动希捷进入新的发展阶段。在公司最近的财报电话会议上，首席执行官戴夫·莫斯利(Dave Mosley)预测，在云业务需求的增长和稳定的企业销售的推动下，公司2021年的收入至少增长10%，这令投资者感到惊讶。

希捷搭上了公用云服务运营商业绩强劲增长的顺风车。2021年第一季度，微软Azure的收入增长50%，Alphabet的谷歌云收入增长46%，亚马逊网络服务(Amazon Web Services)的收入增长了32%。

不断增长的大容量存储需求推动了市场对希捷大型驱动器的需求，受益于HAMR技术的突飞猛进，未来几年希捷的最大的驱动器存储空间将从如今的18TB增长到70TB。HAMR被称为热辅助磁记录技术，通过激光加热磁存储介质，从而更密集地存储数据。

同时，CEO莫斯利也看到了其他的新机遇。他以监控视频为例指出：“一些边缘数据并没有得到妥善利用，事实上在得到利用前，这些数据就被删除了，”莫斯利告诉《巴伦周刊》，“通过人工智能语言可以推论出边缘数据，于是边缘数据就消失了。未来，你可能想要保存边缘数据，并让越来越多的有能力进行计算和分析的机器对这些数据进行处理。”

摩根士丹利的分析师凯蒂·胡伯蒂(Katy Huberty)对希捷股票给予“增持”评级，其基本目标股价为每股98美元，牛市股价为每股119美元，较近期水平高出30%。（编者注：截至5月14日，希捷股价为每股98.9美元。）她预计希捷2022财年的利润将增长43%，至每股7.56美元，远高于华尔街普遍预期的每股6.69美元。该公司的会计年度在6月结束。

鉴于近期与加密货币Chia相关的挖矿服务器的需求激增，希捷甚至可能成为加密货币市场的玩家。Chia是一种新的加密货币，由比特流(BitTorrent)创始人布莱姆·科亨(Bram Cohen)发明。比特流是一种简化大型文件共享的通信协议。（编者注：比特流采用高效的软件分发系统和点对点技术共享大体积文件，如一部电影或电视节目，并使每个用户像网络重新分配结点那样提供上传服务。）

与依靠处理能力开采新货币不同，Chia依靠存储空间。开采加密货币通常使用的术语是“矿”(mine)，Chia采用的术语则是“农场”(farm)。

Northland Capital Markets的分析师古斯·理查德(Gus Richard)表示，Chia的“农民”（farmer，编者注：Chia的开采者）激发了大容量驱动器的零售销售激增，令一些亚洲市场的价格翻了一倍。如果这种情况继续下去，大容量驱动器的供应将趋紧，价格将进一步上涨。

希捷持续产出强劲的自由现金流，并制定了积极的股票回购计划，以实现3%的股息收益率。

在过去两个季度中花费17.5亿美元进行回购后，目前希捷的回购授权达44亿美元，占其市值的20%。CFO罗曼诺承认，其股票价格并不像过去那般便宜了，从2020年夏天起股价翻了一倍，但他仍然认为股价被低估了。

根据其长期盈利倍数，希捷的交易价格比纳斯达克综合指数低50%以上。同时，希捷销售额低于预期两倍，不及Global X Cloud Computing ETF(CLOU)中云股票平均销售额的七分之一。

在云业务中，希捷可能是世界上最便宜的赌注了。

文｜《巴伦周刊》撰稿人埃里克·J·萨维兹（Eric J. Savitz）
编辑 | 林一丹

版权声明：
《巴伦周刊》(barronschina)原创文章，未经许可，不得转载。英文版见2021年4月5日报道“It’s a Great Time to Own Financial Stocks. Here’s Why.”。（本文内容仅供参考，投资建议不代表《巴伦周刊》倾向；市场有风险，投资须谨慎。）

Posted by Godofgambler > 2021-05-18 23:13 | Report Abuse

Tp2.00

Posted by Superb99 > 2021-05-19 10:40 | Report Abuse

TP2...lol...so fast night time d

Posted by NEWBIE138 > 2021-05-19 10:42 | Report Abuse

hahaha superb99.... really is dreaming ..hahaha

Posted by Citadel9999 > 2021-05-19 23:00 |

Post removed.Why?

Posted by Citadel9999 > 2021-05-19 23:00 | Report Abuse

everyday dreaming!!!

Posted by Superb99 > 2021-05-20 07:17 | Report Abuse

This counter can easily go below 0.3 as the price is not supported at all

Posted by NEWBIE138 > 2021-05-20 09:00 | Report Abuse

Bursa everyday red sea... not sure JCY can tahan ??

Posted by Superb99 > 2021-05-20 11:21 | Report Abuse

this counter is heading to holland, lol...my c14 only left with 0.5 cent, i have prepared to lose everything in this CW so let it be, for those who are still holding the mother share, really need to be extra careful about the future of this company, nobody will dump a stock like that if it is a good investment...today klse looks ok a bit but jcy still flat/gg so once klse turns bad, it will follow again as it is a downtrend counter now.

Posted by NEWBIE138 > 2021-05-20 12:10 | Report Abuse

yea..im holding c7 c8 too... haha let it be ... dead counter..

Posted by DepecheM > 2021-05-20 13:16 | Report Abuse

Don't touch call warrants... chances of getting burnt is high... unless u buy a newly launched one... even then, it's hard to buy at lowest price cos it'll normally open very high on listing debut opening....Issuers will not let u buy at basement price.

Posted by Superb99 > 2021-05-20 13:17 | Report Abuse

Urs still 1 month later than mine, c14 expires in aug...too bad

Posted by Superb99 > 2021-05-20 13:20 | Report Abuse

If coming result gg again, most likely go to 0.2 sth..this company should join fintec family

Posted by NEWBIE138 > 2021-05-20 13:46 | Report Abuse

qr should be this week or next week. haha hope for the best

Posted by NEWBIE138 > 2021-05-20 14:56 | Report Abuse

goreng sedania also better than goreng JCY .. haha ...

Posted by Superb99 > 2021-05-20 15:25 | Report Abuse

35k lots sitting at 0.35...so fake...not sure what this operator wants now

Posted by RCZ2020 > 2021-05-20 17:42 | Report Abuse

Just hold. They will goreng soon

Posted by caonima > 2021-05-20 18:30 | Report Abuse

holland qr

Posted by Citadel9999 > 2021-05-20 18:31 | Report Abuse

godofgambler become ghost of gamble

Posted by Citadel9999 > 2021-05-20 18:31 | Report Abuse

soon below 0?3

Posted by lumbercpo > 2021-05-20 18:40 | Report Abuse

The recent global
demand in the cryptocurrencies has also resulted in increased demand for HDD
Tml limit up! The king is back!

Posted by Citadel9999 > 2021-05-20 18:42 |

Post removed.Why?

Posted by lumbercpo > 2021-05-20 18:42 | Report Abuse

利空出尽，bad news over! Coming quarters bloody good!

Posted by 1009 > 2021-05-20 18:42 | Report Abuse

Acquisition of property, plant and equipment (26,813,000)

Posted by NEWBIE138 > 2021-05-20 18:45 | Report Abuse

@lumbercpo... hmm with this QR ... if tmr no drop then can celebrate already... you still hope limit up??? revenue going down so much.

Posted by 1009 > 2021-05-20 18:47 | Report Abuse

B3. <FUTURE PROSPECT>

The demand for storage remains strong, with quarterly HDD demand expected to average about 65 million per quarter up to end December 2021. Although SSDs continue to cannibalize HDD demand in mobile and desktop applications, this is counterbalanced by the increase in the demand for enterprise HDDs, and price increases in SSDs due to Integrated Circuits (I.C.) shortages globally. The recent global demand in the cryptocurrencies has also resulted in increased demand for HDDs.

JCY Group’s recent change in customer base and product mix has posed a challenging operating environment in our operations both in Malaysia and Thailand. Thus far, the transition is proceeding smoothly and with the strong commitment of our senior management, we believe we should be able to reap the benefits of these new enhanced products and deliver improved results in due course.

When? How?

Posted by NEWBIE138 > 2021-05-20 18:48 | Report Abuse

JCY Group’s recent change in customer base and product mix has posed a challenging operating
environment in our operations both in Malaysia and Thailand. Thus far, the transition is proceeding
smoothly and with the strong commitment of our senior management, we believe we should be able to
reap the benefits of these new enhanced products and deliver improved results in due course

telling shareholders dont hope too much from management... hahaha

Posted by NEWBIE138 > 2021-05-20 18:52 | Report Abuse

@1009.... hmm... same story from AGM... they keep telling story to cover up... in fact the company has no way in making profits seems like... in 2019 .. they said they venture into automotive industry.. till today nothing has been announced... only story-telling to all shareholders to cover up their ESOS activities. i think next week will ESOS 0.25 again

Posted by Jjkcl > 2021-05-20 19:06 | Report Abuse

qr Banyak rugi la

Posted by 1009 > 2021-05-20 19:11 | Report Abuse

强劲的现金流，强劲的未来市场趋势，拥有天时地利。
目前就只差人和，管理层给给力一点，认真做事认真布局。
别总是一次又一次给人家当笑话来看，好不好。
N年了，拿出底气出来，别总是再一次又一次给人看不起。
加油，继续加油，真的不行，就重金花点钱，请个更强的大神回来帮忙也很不错的。
再差也要想尽一切办法，挣一口气啦!!!!!!!

Posted by Superb99 > 2021-05-20 20:10 | Report Abuse

As mentioned, this is just another conman company, will drop below 0.3 or even lower soon, every time goreng before poor result is announced and trapped people.

Posted by DepecheM > 2021-05-20 21:05 | Report Abuse

Mgt is incompetent...I concede that I have lost confidence in this counter... won't touch it again.

Posted by Superb99 > 2021-05-20 21:25 | Report Abuse

Ya, I made a very wrong decision to buy this share as I kena con twice...1st round mother share, now cw but luckily I did not buy much as too many uncertainties around

Posted by Superb99 > 2021-05-20 21:28 | Report Abuse

Those people that keep shouting the price will go up due to shortage of hdd are just talking rubbish here

Posted by DepecheM > 2021-05-20 22:27 | Report Abuse

HDD shortage is a fact...JCY manufactures HDD components also a fact... the mgt is greedy and incompetent also a fact...

Posted by EatCoconutCanWin > 2021-05-20 22:42 | Report Abuse

Jcy is not produce HDD pls. They supply HDD material la. You all nuts.

Posted by RCZ2020 > 2021-05-20 22:43 | Report Abuse

JCY How? Sure die ar?

Posted by limitupupup > 2021-05-20 23:05 | Report Abuse

RIP

Posted by RCZ2020 > 2021-05-20 23:15 | Report Abuse

JCY manufacture HDD bro. I believe they will rebound. Have faith in JCY

Posted by Godofgambler > 2021-05-20 23:39 | Report Abuse

Dunno what is RIP.. Don't simply say bro..

Posted by brian3381 > 2021-05-20 23:47 | Report Abuse

Rubish company. Qoq yoy red red. Doing tech but loss making

Posted by Citadel9999 > 2021-05-21 01:52 | Report Abuse

haha mana supporters??? where Ur hype??? haha dun hide in Ur cave !!!!

Posted by Godofgambler > 2021-05-21 07:36 | Report Abuse

JCY said a recent change in customer base and product mix has been challenging for its operations both in Malaysia and Thailand. Nevertheless, it said with the strong commitment of its senior management, the group believes it should be able to reap the benefits of its new enhanced products and deliver improved results in due course.

It also noted that the demand for storage remains strong, with quarterly HDD demand expected to average about 65 million per quarter up to end December 2021.

"Although SSDs (solid state drives) continue to cannibalize HDD demand in mobile and desktop applications, this is counterbalanced by the increase in the demand for enterprise HDDs, and price increases in SSDs due to integrated circuits' shortages globally. The recent global demand in the cryptocurrencies has also resulted in increased demand for HDDs," it added.

Posted by Godofgambler > 2021-05-21 07:38 | Report Abuse

JCY from last montj till end of this year quarter sure profit. Crypto start last month and not included in this last quarter.