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..

Posted by RCZ2020 > 2021-08-04 19:26 | Report Abuse

Another useless counter. Con man counter

Posted by yjasonng2020 > 2021-08-05 11:16 | Report Abuse

going downwards to 0.30?

Posted by dare2join > 2021-08-05 15:34 | Report Abuse

hope not one day show. otherwise going to 0.39 and 0.46

Posted by B4b4 > 2021-08-05 16:54 | Report Abuse

Covid19.... Stay home..... Wfh...... So computers good sales

Posted by NEWBIE138 > 2021-08-06 15:12 | Report Abuse

???? jcy no good sales as usual... QR coming also no up.. might be bad QR again..

Posted by Yang Addison > 2021-08-06 19:15 | Report Abuse

when announce qr report？

Posted by NEWBIE138 > 2021-08-10 11:08 | Report Abuse

qr should be next week.. hmm.. should be no good news la.. jcy never have good news .haha

Posted by oldchinaman > 2021-08-12 11:56 | Report Abuse

2nd Q still bad
3rd Q should be ok, more order form SEAGATE

Posted by oldchinaman > 2021-08-12 12:04 | Report Abuse

*From SEAGATE

Posted by ITCHYLEG > 2021-08-12 23:43 | Report Abuse

Johor Bahru factories employed few hundred new workers since july 21

Posted by Citadel12 > 2021-08-13 00:55 |

Post removed.Why?

Posted by Citadel12 > 2021-08-13 00:55 | Report Abuse

where the crypto story???

Posted by NEWBIE138 > 2021-08-13 10:59 | Report Abuse

hahaa sor hia and sor zai god of gambler.. haha blow until fly till moon

Posted by NEWBIE138 > 2021-08-13 16:23 | Report Abuse

wa.. kep dropping non stop... ending for JCY ??

Posted by NEWBIE138 > 2021-08-17 21:52 | Report Abuse

wa.. godofgambler really missing already.. guess he also give up JCY liao..

Posted by NEWBIE138 > 2021-08-18 13:20 | Report Abuse

Just talked to Mr.Calvin Lim from JCY. From the emails, dont feel like JCY has any hope to perform better this year.

Posted by lionhead > 2021-08-19 18:36 | Report Abuse

next year can profit

Posted by NEWBIE138 > 2021-08-19 19:47 | Report Abuse

another lousy QR from JCY... qr report always say the same thing about HDD sales... hmm this company has been telling fake stories for years .

Posted by weida8877 > 2021-08-20 00:07 | Report Abuse

Jcy management same as Karex. The Ceo/Manager only know to get salary and dont think he will do more works. So please dont invest jcy. Dont give money to his boss.

Posted by DL60 > 2021-08-20 09:43 | Report Abuse

Disappointed with this hopeless company. Even increased sales and stronger USD cannot stop a humiliating loss

Posted by TraderID > 2021-08-21 07:55 | Report Abuse

I'm smell $$$$

Posted by Bgt 9963 > 2021-08-21 09:16 |

Post removed.Why?

Posted by newuser9021 > 2021-08-24 12:09 | Report Abuse

read between the lines of the company quarter results. the revenue/sales dropped during the 1st half dropped due to lower exchange of USD-MYR and lower production yield. dive into the details, the 3rd Q results actually better and having a gross profit of 8m. Of course there is other operating expenses (provision for RBA Code of Conduct) which pulled the figures down. As you check each Quarter reports, the General admin cost is decreasing over the quarters. We can't compare to last year, because this year, so many times the employees need to covid checks etc and all these add into the cost. in the recent quarter results, the admin cost is almost the same as last year.. can foresee a better results in the coming quarter with all economic sector opening, positive covid vaccination, stronger USD.. The share price should hit again 40c soon - to its NTA value.. TAYOR!

Posted by NEWBIE138 > 2021-08-24 16:58 | Report Abuse

Dufu fly already today.. JCY zero movement .. haha .. is JCY really that bad company ???

Posted by RCZ2020 > 2021-09-26 17:38 | Report Abuse

JCY is dead and gone

Posted by garychee8 > 2021-09-27 12:09 | Report Abuse

Bring down the price to 0.25 and they will stop issuing ESOS.....

Posted by 1009 > 2021-09-27 21:36 | Report Abuse

在“数据驱动万物”的时代，数据的爆炸式增长以及存储需求，时时刻刻都在发生巨变。我们日常所产生的数据量将在2024年超过143ZB，无论是个人还是企业，数据的存储都面临着前所未有的压力。据IDC预测，至2025年，HDD将占企业级存储市场销售份额的82%（以容量计）。从 2020 年到 2025 年，用于企业存储的HDD销量年复合增长率将高达25%。对于HDD技术的投资，仍是不断满足全球数据增长需求的关键。

Posted by Gannina > 2021-09-27 21:37 | Report Abuse

Don't repeat same BS all the time.

Posted by mf > 2021-09-27 21:38 | Report Abuse

Stocks fall to start the week as rising yields hit tech stocks

Posted by Gannina > 2021-09-29 22:20 |

Post removed.Why?

Posted by myballs > 2021-09-30 11:15 |

Post removed.Why?

Posted by 1009 > 2021-10-06 11:37 | Report Abuse

大家都把股价压的低一点点，开不开心，喜不喜欢。
要给管理层知道，别忽悠小散户，大家都是有情绪的。
多年的支持，希望管理层们认真做事，多检讨为什么多年来，都是普普通通的表现。
如果找不到方向，可以多研究行业的大哥们的布局与发展方针，看有没有适合用的上。
加油吧，希望能有一天看到值得骄傲的一面。

Posted by garychee8 > 2021-10-06 15:43 | Report Abuse

mari mari 0.25..i am waiting

Posted by garychee8 > 2021-10-06 15:44 | Report Abuse

no need issue ESOS anymore, just buy fr market

Posted by DickyMe3 > 2021-10-06 22:47 |

Post removed.Why?