JCY INTERNATIONAL BERHAD

KLSE (MYR): JCY (5161)

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Last Price

0.605

Today's Change

+0.005 (0.83%)

Day's Change

0.575 - 0.625

Trading Volume

17,292,700


67 people like this.

19,320 comment(s). Last comment by FortuneBlooming 27 minutes ago

leedavid

414 posts

Posted by leedavid > 2022-10-06 10:05 | Report Abuse

nta still high.after pru will make sudden surge

Posted by BenjaminSS14 > 2022-10-12 14:23 | Report Abuse

Down 51% @RM5610 already. LOL

leedavid

414 posts

Posted by leedavid > 2022-10-14 10:36 | Report Abuse

buy all bull now

leedavid

414 posts

Posted by leedavid > 2022-10-14 10:36 | Report Abuse

buy all bull now

leedavid

414 posts

Posted by leedavid > 2022-10-21 09:41 | Report Abuse

lowest all time now

leedavid

414 posts

Posted by leedavid > 2022-10-25 13:47 | Report Abuse

dow jon up alot

leedavid

414 posts

Posted by leedavid > 2022-10-26 07:58 | Report Abuse

buy all thing up

koyokui

1,912 posts

Posted by koyokui > 2022-11-01 10:03 | Report Abuse

Wow lowest with high nta

Posted by silvernina > 2022-11-09 17:10 | Report Abuse

Water is not moving? Whats wrong??

garychee8

392 posts

Posted by garychee8 > 2022-11-30 09:26 | Report Abuse

habissssss..gonerrrr

Abang Mad

1,499 posts

Posted by Abang Mad > 2022-12-06 20:35 | Report Abuse

moving up

nelsonlim

714 posts

Posted by nelsonlim > 2022-12-14 14:45 | Report Abuse

i think jcy lagging.

nelsonlim

714 posts

Posted by nelsonlim > 2022-12-14 14:54 | Report Abuse

dd555888

股市问题可PM他:0148940017

6 minutes ago

厲害的嗎?

1009

2,017 posts

Posted by 1009 > 2023-01-05 12:41 | Report Abuse

还剩下几个月PC又要开始恢复需求…

PC行业人士表示,目前PC库存水位仍然较高,终端消费力疲弱,降价去库存效果有限,高价新品买气平淡,预计PC库存去化至少持续到2023年中,2023年下半年供需才有机会恢复正常。

pinetree88

308 posts

Posted by pinetree88 > 2023-01-17 15:37 | Report Abuse

JCY chart looks interesting.... Seems like waiting to breakout and going on a up trend.

pinetree88

308 posts

Posted by pinetree88 > 2023-01-30 15:14 | Report Abuse

JCY looks trending up. Chart looking bullish though volume still low.

su1801

637 posts

Posted by su1801 > 2023-01-31 17:23 | Report Abuse

collect some... swing... for sure fly later...

flyhub888

526 posts

Posted by flyhub888 > 2023-02-02 00:03 | Report Abuse

no news is good news?

pinetree88

308 posts

Posted by pinetree88 > 2023-02-02 16:11 | Report Abuse

high vol today.... Looks flying liao... Today added at 0.18.

pinetree88

308 posts

Posted by pinetree88 > 2023-02-03 09:04 | Report Abuse

JCY up in top vol today! Huat ah!

xuxu

5,644 posts

Posted by xuxu > 2023-02-03 10:02 | Report Abuse

What news ?

Jokers2020

2,006 posts

Posted by Jokers2020 > 2023-02-03 10:05 | Report Abuse

collection now...2nd half fly

tts752

130 posts

Posted by tts752 > 2023-02-03 10:05 | Report Abuse

just goreng

xuxu

5,644 posts

Posted by xuxu > 2023-02-03 10:13 | Report Abuse

beli sikit main

Jokers2020

2,006 posts

Posted by Jokers2020 > 2023-02-03 10:24 | Report Abuse

will be like Ataims till 0.40sen

tts752

130 posts

Posted by tts752 > 2023-02-03 12:23 | Report Abuse

trapped

xuxu

5,644 posts

Posted by xuxu > 2023-02-03 15:33 | Report Abuse

if think it is a trap then don't buy lor, not the big deal hehe

1009

2,017 posts

Posted by 1009 > 2023-02-07 11:45 | Report Abuse

ChatGpt的崛起,是否能增加HDD对市场的需求越来越高吗?

ChatGPT的崛起有可能增加对存储设备的需求,因为训练语言模型需要大量的数据存储。在训练和使用ChatGPT时,更大的存储空间可以支持更多的数据存储和处理。因此,随着对语言模型的需求增加,存储设备(例如HDD)的需求也可能随之增加。但是,同时也要注意存储技术的发展,如云存储等,可能会影响本地存储设备的需求。

1009

2,017 posts

Posted by 1009 > 2023-02-08 19:18 | Report Abuse

JCY INTERNATIONAL BERHAD还有什么业务,除了HDD以外,还有什么我可期待它再度崛起做的更好 ?

JCY International Berhad业务包括:硬盘驱动器(HDD)、太阳能光伏发电、铝材料制造和销售、资源处理业务等。此外,公司还可以期望未来重点投入进入以下领域:信息技术和储存、全球供应链管理、可持续经营业务等。相信,随着公司不断发展壮大,投资者将有机会获得出色的收益回报。

真的是这样吗?希望管理层能把有潜力的业务发展的更好一些吗?期待…有飞翔的一日…

1009

2,017 posts

Posted by 1009 > 2023-02-08 22:30 | Report Abuse

帮我再分析JCY international berhad,在2023年后还有希望能突破更高的价位吗?

2023年以后,JCY International Berhad有望突破更高的价位。目前,公司努力在网络云技术、大数据分析、数字化转型、智能制造方面发展,历史表明,其业务是建立在高水平的技术平台上的,且业务模式也具有可持续性。从竞争力的角度来看,公司实行的“以客户为中心”的策略,使其能够满足客户的需求,从而在市场中取得更高的收益。基于这些原因,预计JCY International Berhad在2023年后将具备更大的潜力,有望突破更高的价位。

怎么我好像没有发现管理层有明显中有很大的努力呢?希望接下来的财报,管理层真的在积极奋斗做的更好吧!

DickyMe

14,665 posts

Posted by DickyMe > 2023-02-09 16:00 | Report Abuse

This stock is similar to Xidelang.
China con stuff.

1009

2,017 posts

Posted by 1009 > 2023-02-12 12:48 | 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 developments, challenges and risks associated with the HDD industry and its supply chains, as well as 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 the financial year 2019, one (1) of our Malaysian subsidiaries received the certification of IATF 16949:2016 Automotive Quality Management System. The certification to IATF 16949:2016 marks a major milestone for JCY towards its objective of diversification into automotive industry, which will enable JCY to better leverage its strength and capabilities in casting, mould fabrication and precision machining.

In the financial year 2020, JCY entered into a Business Sales Agreement (“BSA”) with SDM Casting Precision Sdn. Bhd. to acquire its business in the automotive industry. A new wholly-owned subsidiary, JCY Auto Sdn. Bhd.(“JCY Auto”), was established to spearhead the diversification plan of the Group’s businesses into automotive industry. The BSA was completed in financial year 2021. In the financial year 2022, JCY Auto was qualified to mass-produce most of the product line-ups it acquired and started to contribute revenue to the Group. The Group expects the automotive segment to achieve double digits revenue growth in the following year. The non-HDD sectors contributed approximately 7.0% of the total revenue generated by the Group in the financial year 2022.

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.

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 increasing trade disputes between the United States of America and China.

nelsonlim

714 posts

Posted by nelsonlim > 2023-02-16 09:32 | Report Abuse

i am back!!! JCY can 29c?

1009

2,017 posts

Posted by 1009 > 2023-02-21 11:20 | Report Abuse

Canalys:预计2023年Q1电脑厂商总体库存天数进一步改善 Q2有望恢复正常库存水平

智通财经APP获悉,2月21日,Canalys发布研究报告称,2022年第四季度,全球台式机和笔记本电脑的出货量下降了29%,跌至6540万台。在最近的财报会议中,各方几乎都提及了疲软的宏观环境和库存修正,尤其是三星、英特尔、LGD和AMD等关键零部件厂商。个人电脑供应链的不同阶层面临的挑战也不同,因此,其复苏时间也各不相同。Canalys预计,第一家开始库存修正的公司,也将是第一家走出这一周期的公司。

鉴于订单流程较为漫长,渠道和个人电脑厂商的库存水平应当比上游零部件厂商更早恢复到正常水平。根据头部个人电脑厂商(苹果(AAPL.US))除外)最近的财务状况,惠普和华硕的库存天数(DoI)已经开始减少,而其余三家厂商(戴尔、联想和宏碁)的库存天数则略有增加。由于所有厂商都已采取积极行动来减少产量,预计2022年第四季度和2023年第一季度总体的库存天数将会进一步改善,有望在2023年第二季度恢复正常库存水平。与此同时,根据最近对Candefero社群的民意调查显示,60%以上合作伙伴的个人电脑库存水平低于四周,而约20%的受访者持有超过九周的库存,这表明整体渠道库存水平正在恢复到一个更健康的水平。

在个人电脑零部件中,由于激烈竞争且调整容量的成本较高,存储器产品和显示屏这两个零部件的价格波动最大,其价格走势将为未来个人电脑市场的复苏发出重要信号。

显示屏是第一个出现价格下跌的关键零部件。从2021第三季度开始连续多次下跌后,显示屏价格在2022年第三季度已达到现金成本水平。几乎所有厂商都以极低的产能利用率运作中,或已大幅降低了产能。根据Canalys的月度供应链核查,最近几个月价格下跌幅度不大,预计至2023年第二季度将不再继续降低。

对于存储器产品,DRAM和NAND闪存产品的价格在2022年下半年出现大幅下降,其中第三和第四季度的降幅均超过20%。这导致包括铠侠(Kioxia)和美光(Micron)在内的存储器厂商在2022年第四季度宣布大幅降低产能,这有助于存储器价格跌幅在2023年第一季度开始趋于稳定。Canalys预计,存储器产品的价格很快就会触底,毕竟目前已经达到了现金成本水平,这将有助于推升OEM的需求。

LGD、三星和SK海力士最近的财报显示,2022年第四季度的业绩表现非常疲软,2023年第一季度的展望甚至会更糟,这是库存修正周期中无可避免的阵痛。Canalys预计,继个人电脑和智能手机厂商的库存修正之后,在采购量出现回升之前,零部件厂商的库存水平将在2023年第二季度继续上升并达到峰值。

在半导体代工产业方面,得益于其客户和产品(如汽车和高性能计算)较为广泛,像台积电(TSMC)和三星(Samsung)的相关业务尚未进入严重的衰退期。然而,某些节点工艺的利用率,如台积电主要用于智能手机和个人电脑的6/7nm节点,在2022年第四季度开始出现下降。与存储器和显示屏等其他产品相比,产能利用率不足的情况可能会多持续几个季度。

与此同时,英特尔和AMD的个人电脑CPU业务大幅下滑,收入分别下降了36%和51%。由于个人电脑厂商已经大幅削减了代工厂生产量,所以不太可能再度出现这样的骤降情况。因此,尽管2023年第一季度的个人电脑需求将再次下降,但我们可以预期在接下来的几个季度里,衰退幅度将逐步放缓。

大多数厂商和零部件厂商都期待2023年下半年的需求情况可以好转。Canalys预计,如果采购订单同时涌入,下半年的零部件价格可能将大幅反弹。在对未来需求可见性有限的情况下,采购团队要在修正周期内增加零部件订单并非容易的决定。愿意在2023年第二季度敢于“尝鲜”的厂商将能够更快地顺应市场需求,且能够减少下一个零部件价格上涨趋势所带来的冲击。

anisayob

292 posts

Posted by anisayob > 2023-02-21 22:06 | Report Abuse

Tomorrow quarter result...

1009

2,017 posts

Posted by 1009 > 2023-03-02 23:39 | Report Abuse

问…
JCY International Berhad也是有生产储存产品,如果亚马逊打算在未来15年投资60亿美元在大马建设数据中心,是否对JCY未来会是利好吗?

ChatGpt答…
JCY International Berhad 是一家制造储存产品的公司,而亚马逊打算在马来西亚投资建设数据中心。一般来说,建设数据中心需要大量的数据储存和处理设备,这意味着对于制造储存产品的公司来说可能是一个机遇。

如果亚马逊决定在大马建设数据中心,JCY International Berhad 作为本地的制造储存产品的公司,可能有机会成为其供应商之一,从而增加公司的收入和市场份额。此外,随着数据中心在该地区的建设,可能会吸引其他科技公司入驻该地区,从而带动当地经济发展,提高市场需求。

然而,这也取决于 JCY International Berhad 能否满足亚马逊和其他数据中心的需求和标准,以及是否能够在激烈的市场竞争中保持竞争力。因此,尽管亚马逊在大马投资建设数据中心可能对于 JCY International Berhad 是一个利好,但也需要该公司在积极寻求合作机会的同时,提高其产品质量和竞争力以保持市场地位。

afata08

651 posts

Posted by afata08 > 2023-03-07 11:04 | Report Abuse

Today got buying it interest..anyone know..any news?

anisayob

292 posts

Posted by anisayob > 2023-03-07 13:01 | Report Abuse

Does'nt need any news... Resistance at 16.5 Sen caved, so it is going to 18 sen... If 18 sen can breaks,then it is going to 19.5 Sen... Just a simple technical support & resistance...

flyhub888

526 posts

Posted by flyhub888 > 2023-03-08 00:51 | Report Abuse

this stock has goreng potential .

mf

28,403 posts

Posted by mf > 2023-03-08 05:01 | Report Abuse

Dow Jones

Dow Jones Industrial Average

32,855.74

-575.70

1.72%

Nasdaq

NASDAQ Composite

11,527.87

-147.86

1.26%

pinetree88

308 posts

Posted by pinetree88 > 2023-04-04 09:15 | Report Abuse

JCY moving.... 0.18 been eaten up.

anisayob

292 posts

Posted by anisayob > 2023-04-04 10:04 | Report Abuse

Good... Finally moving again...

Posted by learnbyheart > 2023-04-04 11:25 | Report Abuse


learnbyheart
possibility got something from recent China fund?

anisayob

292 posts

Posted by anisayob > 2023-04-04 12:26 | Report Abuse

Volume breakout...

1009

2,017 posts

Posted by 1009 > 2023-04-11 07:50 | Report Abuse

问…
许多华尔街分析师表示,三星电子计划近期削减内存芯片产量,此举可能会加速存储芯片行业的复苏。高盛认为,三星电子减产是「惊喜」,那么对于JCY International Berhad会产生利好效应吗?

ChatGpt答…
我看到了,三星电子计划近期削减内存芯片产量,这可能会加速存储芯片行业的复苏,因为供应会减少,而需求可能会增加,从而提升芯片的价格和利润。高盛认为,三星电子减产是「惊喜」,对于存储芯片行业的其他公司来说,可能是一个利好的消息。
对于JCY International Berhad来说,这可能也会产生利好效应,因为该公司是一家专业从事硬盘驱动器(HDD)零部件的设计和开发的公司,其产品包括基板、散热器、固态硬盘外壳、分隔板、硬盘盖和钢制连接器。这些产品都与存储芯片有关,如果存储芯片行业的复苏能够带动HDD行业的需求和价格上涨,那么JCY可能会受益于此。
当然,这也取决于JCY自身的经营状况和市场竞争力,以及其他因素的影响,如疫情、供应链、汇率等。我建议你关注JCY的财务报告、市场动态、行业趋势等信息,以便及时调整你对JCY的看法。

1009

2,017 posts

Posted by 1009 > 2023-04-14 13:34 | Report Abuse

问…
比特币正在往31000价位冲刺,带动整个虚拟币板块,是否有帮助到JCY的HDD业务一些催化作用吗?

GPT4.0答…
根据我的搜索结果123,比特币和HDD业务的关系可能有以下几个方面:
* 比特币是一种基于区块链技术的虚拟加密数字货币,区块链是一种分布式的账本数据结构,记录了所有的交易行为。
* 比特币的交易和挖矿需要大量的计算能力和存储空间,因此对HDD(硬盘驱动器)的需求也很大。
* HDD业务是指生产和销售HDD的行业,HDD是一种常见的存储设备,可以用于存储各种数据,包括比特币的区块链数据。
* HDD业务可能受到比特币价格和市场的影响,比特币价格上涨可能会刺激更多的人参与比特币交易和挖矿,从而增加对HDD的需求;反之亦然。
* HDD业务也可能受到其他因素的影响,例如技术创新、竞争环境、供应链状况等,因此不能单纯地将HDD业务与比特币挂钩。
*
以上是我的回答,希望对您有所帮助。如果您还有其他问题,欢迎继续提问。

s3phiroth

337 posts

Posted by s3phiroth > 2023-04-14 19:00 | Report Abuse

chatGPT3.5 = 一本正经的在专业课题胡说八道。

chatGPT4.0会稍微好一点。

anisayob

292 posts

Posted by anisayob > 2023-04-17 14:06 | Report Abuse

JCY quarter report 18/5/2023...

1009

2,017 posts

Posted by 1009 > 2023-04-28 13:37 | Report Abuse

英特尔:认为PC市场日益稳定,预计2023年PC市场需求将达到2.7亿台。工厂负荷过低损害了盈利能力,预计下半年将增加工厂产能,与新产品相关的一些成本影响了利润率;预计下半年将恢复自由现金流.

2023年开年,国内 智能手机 出货量依然低迷,一季度同比下降11.8%,对此,IDC分析师指出,到目前为止尚未看到中国手机市场有明显反弹的迹象,但是降幅已经明显收窄,预计已临近谷底。

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