Posted by NEWBIE138 > 2021-06-27 12:11 | Report Abuse

RCZ2020.. jcy lose customer not because of MCO or covid.. JCY operation is as usual .. i think the customers all gone to DUFU or other precision company.

Posted by RCZ2020 > 2021-06-28 21:48 | Report Abuse

Going green but don't know how far? Hope not a fake rebound

Posted by Godofgambler > 2021-06-29 19:10 | Report Abuse

Dato' JCY called me this morning..
Super cycle up soon.

Posted by RCZ2020 > 2021-06-29 21:58 | Report Abuse

Godofgambler true ar?

Posted by Huenyichong > 2021-06-30 04:20 | Report Abuse

notion have make great QR any idea JCY?

Posted by NEWBIE138 > 2021-06-30 08:16 | Report Abuse

Huenyichong. please read notion Qr. the HDD sales remain almost similiar.. is the PPE and automotice sector improves a lot.

Posted by NEWBIE138 > 2021-06-30 08:19 | Report Abuse

in their QR, business outlook, Notion didnt even want to mention HDD sales. haha given up

Posted by NEWBIE138 > 2021-06-30 08:19 | Report Abuse

maybe JCY should start business in glove ?

Posted by RCZ2020 > 2021-06-30 17:34 | Report Abuse

Godofgambler what's your friend Dato JCY telling. Any good news?

Posted by goldenluck16 > 2021-06-30 17:51 | Report Abuse

Another money sucking stock.

Posted by Godofgambler > 2021-07-01 19:07 | Report Abuse

Dato said rocker all the way!!!!
Tp1.00
KTV pretty girls on the way mari

Posted by Godofgambler > 2021-07-01 19:07 | Report Abuse

Rocccketttttt soon

Posted by klm80 > 2021-07-02 16:53 | Report Abuse

So many xxxMCO to go.. where got KTV..
Just all the way up 2.00 wakakaka

Posted by RCZ2020 > 2021-07-02 22:03 | Report Abuse

JCY will be flying soon

Posted by Godofgambler > 2021-07-05 23:44 | Report Abuse

Flyyyyyyyyyyyyyyyyyyy

Posted by Goku88 > 2021-07-06 10:38 | Report Abuse

Hopefully JCY continue to fly.. still undervalue

Posted by Godofgambler > 2021-07-06 11:30 | Report Abuse

Under value... Sureeeeeee onerrr

Posted by RCZ2020 > 2021-07-07 13:49 | Report Abuse

Waiting for long time to move up

Posted by RCZ2020 > 2021-07-07 21:05 | Report Abuse

What's happening here? Not much movement in JCY. Godofgambler how is the going? Any idea?

Posted by NEWBIE138 > 2021-07-08 17:14 | Report Abuse

nothing will happen here... the price will stay at 0.35 ... esos 0.25 ... hahaha this is fixed ..

Posted by goldenluck16 > 2021-07-08 17:25 | Report Abuse

Money sucking stock.

Posted by RCZ2020 > 2021-07-08 17:51 | Report Abuse

Die standing invest in this counter.

Posted by RCZ2020 > 2021-07-10 17:26 | Report Abuse

Never reach 0.40 for long. What's happening to this counter?

Posted by RCZ2020 > 2021-07-11 16:40 | Report Abuse

Hope will move up tomorrow. Too long waiting

Posted by RCZ2020 > 2021-07-14 19:25 | Report Abuse

Will up 1cent then down 2 cents. This is JCY

Posted by awesome20 > 2021-07-14 19:33 | Report Abuse

jcy what bisnes now?

Posted by RCZ2020 > 2021-07-15 08:29 | Report Abuse

Manufacture hard disk

Posted by Huat 888 > 2021-07-15 14:57 | Report Abuse

time to collect some...inikalilah

Posted by RCZ2020 > 2021-07-15 23:02 | Report Abuse

Consolidation in progress. Will move up soon

Posted by RCZ2020 > 2021-07-16 17:42 | Report Abuse

Why always 0.35 or 0.36 cannot move up further? Break 0.40 wiil be good sign

Posted by NEWBIE138 > 2021-07-19 19:27 | Report Abuse

this is such a hopeless counter. even the management also give up.

Posted by RCZ2020 > 2021-07-21 15:58 | Report Abuse

Hopeless counter. Better leave and go to other counters

Posted by 1009 > 2021-07-21 21:41 | Report Abuse

Seagate Technology Holdings PLC（纳斯达克股票代码：STX)公布，21财年第四季度营收同比增长19.7%，至30.1亿美元，超过分析师一致预期的29.5亿美元。非公认会计准则每股收益为2.00美元，超过了分析师一致预期的1.84美元。

*
* 来自海量存储市场的收入同比增长29%。
* 非GAAP毛利率扩大230个基点至29.6%，非GAAP营业利润率扩大330个基点至18.1%。
* 该公司产生了4.78亿美元的运营现金流，支付了1.54亿美元的现金股息，并回购了价值2.28亿美元的股票。
* 希捷持有12亿美元现金和等价物。
* 云和边缘对数据的需求正在迅速加速，推动了海量数据存储的长期增长。
* 董事会宣布季度现金股息为每股0.67美元，将于10月7日支付给9月22日登记在册的股东。
* 展望：STX预计22财年第一季度营收为31亿美元，正负1.5亿美元，高于分析师共识的29.4亿美元。
* 该公司预计非GAAP每股收益为2.20美元，正负0.15美元，而分析师的共识是1.85美元。

又给股息，又回购股票。看到它们也蛮赚钱的。代工生产的，能否也有提升了一点盈利能力吗？对于下个季度，Seagate还是看好成长中的需求。

Posted by 1009 > 2021-07-21 21:42 | Report Abuse

JCY的管理层们，是否你们少了些什么，有认真研究过吗？

Posted by 1009 > 2021-07-23 09:07 | Report Abuse

英特尔CEO Pat Gelsinger预计，全球半导体短缺有可能持续到2023年。在周四的采访中，他表示，半导体行业可能需要一到两年时间才能恢复合理的供需平衡。 我们还有很长的路要走，因为建立制造产能需要很长的时间。此外，英特尔已经在增加新的芯片生产工厂，不过其中一些产能在大约两年内不会到位。

说明了什么？
就是这2-3年的科技需求还是很旺盛，JCY管理层是否看到努力的趋势吗？再不拼就不知道又要等何时了……

Posted by RCZ2020 > 2021-07-23 18:13 | Report Abuse

1009 what is the message? Would appreciate if you could please post in English

Posted by RCZ2020 > 2021-07-23 19:55 | Report Abuse

Omega what you think about this counter? Will it move up?

Posted by RCZ2020 > 2021-07-23 23:25 | Report Abuse

Omega OK will wait for the history to be repeated. Great

Posted by Drachen > 2021-07-24 10:15 | Report Abuse

JCY International Berhad is a Malaysia-based investment holding company. The Company is engaged in the design and development of hard disk drive (HDD) components. The Company's geographical segments include Malaysia, Thailand and Others. The Company's production process includes die casting process, computer numeric control (CNC) machining process, precision stamping process, formed-in-place gaskets (FIPG) plotting process, e-coating and chemical treatment process, actuator pivot flex assembly (APFA) and class 100 cleanroom facilities. The Company's production machines include Die Casting Machine, Trimming Machine, CNC Machine, Special Purpose Machine, Surface-mount technology (SMT) Component Pick-and-Place Machine, Solder Reflow Station, Stamping Machine and FIPG Plotting Machine. The Company's subsidiaries include JCY HDD Technology Sdn Bhd, Minarex Holdings Limited and JCY HDD Industries Sdn Bhd.

Posted by Drachen > 2021-07-24 10:17 | Report Abuse

I don't think JCY will benefit from a shortage of semiconductors.

Posted by Drachen > 2021-07-24 10:18 | Report Abuse

I maybe wrong. I don't understand all these technical things.

Posted by RCZ2020 > 2021-07-25 16:10 | Report Abuse

JCY stay put for so long. No volume cannot cross 0.40

Posted by 1009 > 2021-07-29 13:55 | Report Abuse

【JCY在科技大趋势中..有什么是分到的?…管理层能告诉我们吗】

半导体下处于超级景气周期，7月28日，IC Insights发布最新报告表示，在2019年IC单位出货量下降6%和2020年增长8%之后，今年IC单位出货量将大幅增长21%。此外，6月北美半导体设备出货同比增58.4%，连6个月创高。但半导体也是强周期行业，半导体此轮景气周期何时会结束？

【IC Insights：今年芯片出货量将暴增21%】
在2019年IC单位出货量下降6%和2020年增长8%之后，ICInsights预测，今年IC单位出货量将大幅增长21%。2021年的出货量预计将达到3912亿，是30多年前1990年出货量341亿的11倍多。

2020-2025年IC出货量的复合年增长率预计为11%，比2015-2020年的单位复合年增长率高5个百分点。

在忽略具有异常高或低端点的5年CAGR时间段时，ICInsights认为IC单位出货量的长期前景为7%-8%的复合年增长率，略低于其9%的30年增长率。

这可以说明IC出货量下降是多么的罕见，2019年是IC行业历史上第五次IC出货量下降（前四年是1985年、2001年、2009年和2012年），而且从来没有出现过两次IC出货量连续多年下降。

上图显示了与2005年到2021年预测的趋势线相比的季度IC单位出货量。2008年，随着下半年全球经济衰退的全面爆发，对IC的潜在需求大幅下降。

2008年年中至2015年，IC单位销量的复合年增长率趋势线从历史复合年增长率9%降至6%。造成这种情况的主要原因之一是，在这八年期间，全球GDP平均仅增长了2.1%。此外，即使2019年IC单位出货量下降6%，预计2016-2021季度IC单位出货量趋势线预计将增加三个百分点至9%。

【6月北美半导体设备出货同比增58.4%，连6个月创高】
ICInsights对芯片下游做了预测，芯片上游的半导体设备的出货数据似乎可以给出印证。

国际半导体产业协会(SEMI)7月26日公布最新出货报告，6月北美半导体设备制造商出货金额为36.7亿美元，已连续6个月创新高，较5月35.9亿美元相比增加2.3%，较去年同期23.2亿美元也成长58.4%。

SEMI表示，今年上半年北美半导体设备制造商出货金额显著成长，随着创新科技与规模数字化所需的新技术对半导体的需求持续增加，半导体产业将持续投入更高的资本支出，带动设备制造景气加温。

SEMI预估，今年全球半导体设备销售额将达953亿美元，年增34%，且在数字转型推动下，2022年设备市场可望再创新高，突破1000亿美元大关。

SMEI也看好，晶圆厂设备(WaferFabEquipment)包括晶圆加工、晶圆厂设施和光罩设备支出，2021年估大幅成长34%，攻上817亿美元的历史新高，2022年也可望持续成长6%，整体市场规模超过860亿美元。

其中，晶圆代工和逻辑制程占晶圆厂设备总销售超过一半，受惠全球产业数字化对于先进技术的强劲需求，2021年总支出达到457亿美元，年增39%，且成长力道预计一路延续至2022年，届时可望再年增8%。

【半导体产业链何时会大回调？】
*** 如果产品越来越优秀，需求绝对都还是有优势的，这一两年需求还是不错的，尽全力赚能赚到的，但对于未来电动化交通需求也会越来越旺盛的，希望JCY真的能成功拿下更多的订单，别总是一直被人有鄙视的眼光看待，好可怜啦！好好认真做事，内心被人打击了好多年，不晓得我该用 “ 麻木 ” 这两个字看待吗？我不懂，也不知道错在哪了？

虽然JCY不属于完全是半导体板块的受益者，但在庞大的需求下，应该都会懂得想办法如何沾到相关的好处，让自己的处境再好一些及更把握更适合行业的大方向。持有以久的入门票，坐坏了好几十张椅子，一如既往期待好作品上映，虽然总会有嘘声与谩骂，我也一如既往都在等，只要再努力一点..相信JCY的管理层们，应该还可以做的更好一点吧？依旧那句话，加油…

Posted by RCZ2020 > 2021-07-30 18:58 | Report Abuse

JCY is dead. No more hope

Posted by NEWBIE138 > 2021-08-01 18:44 | Report Abuse

@1009.. IC and JCY has no relationship ??? JCY doing harddisk components only leh ..

Posted by NEWBIE138 > 2021-08-01 18:54 | Report Abuse

JCY has nothing to do with semiconductor, IT, IC... they only provide harddisk components to western digital, seagate, toshiba etc..

Posted by Hoho22 > 2021-08-01 19:18 | Report Abuse

JCY management is senile and sleeping!

Posted by Citadel9999 > 2021-08-01 19:54 |

Post removed.Why?

Posted by Citadel9999 > 2021-08-01 19:54 | Report Abuse

where God of gambler??? promote until pants gone?

Posted by NEWBIE138 > 2021-08-02 12:07 | Report Abuse

Yea.. GOD of gambler missing in action .. hahaha.. promote so hard but never up..