Posted by abajid > 2024-05-15 11:29 | Report Abuse

Thanks Calvin Tan

Posted by calvintaneng > 2024-05-15 13:30 | Report Abuse

Welcome abajid

you are the first few to invest in Jcy

stay till Jcy becomes a 🔥 stock like Ytl power and then only take profit

Posted by Sales > 2024-05-15 21:24 | Report Abuse

YTL very keng, can follow boh???

Posted by Goldberg > 2024-05-15 21:57 | Report Abuse

https://www.computerweekly.com/feature/Storage-technology-explained-Flash-vs-HDD

Posted by duatlai > 2024-05-16 11:21 | Report Abuse

Notion running wild

Posted by duatlai > 2024-05-16 11:25 | Report Abuse

JCY, NOTION AND Dufu, whose turn to move

Posted by duatlai > 2024-05-16 11:33 | Report Abuse

JCY Goreng Goreng

Posted by investor77 > 2024-05-16 13:23 | Report Abuse

Notion not only does HDD but also others like Masks and Brakes for BMW cars. JCY does HDD only. JCY will do better than Notion just like R Sawit will do better than TDM as Tdm has Hospital units and not pure CPO production.

Posted by abajid > 2024-05-16 16:25 | Report Abuse

i am start holding JCY since 0.205 Just waiting for 1 or 2 pcs of marubozu

Posted by abajid > 2024-05-16 16:28 | Report Abuse

let wait together for JCY show after this QR

Posted by Greenbull88 > 2024-05-16 17:53 | Report Abuse

Wait for Q result out only consider to buy or not because the Q result might making loss again

Posted by calvintaneng > 2024-05-16 19:03 | Report Abuse

Investment differs from short term guesswork or punting

Since we already know Microsoft, Google, Nvidia and others are investing Rm56 billions or more into Data Centers from now and stretching into 3/4 years there will be an incremental demand for more HDD (Hard disk drives) for a prolonged stretch and so we take position early

Posted by calvintaneng > 2024-05-17 00:48 | Report Abuse

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

Posted by calvintaneng > 2024-05-17 01:23 | Report Abuse

https://www.trendforce.com/news/2024/04/09/news-western-digital-customer-letter-confirms-hdd-supply-shortage-nand-flash-and-hard-drive-prices-continue-to-rise/

Posted by calvintaneng > 2024-05-17 01:24 | Report Abuse

https://www.trendforce.com/news/2024/04/22/news-ai-boosts-demand-for-high-capacity-hdds-as-seagate-expected-to-follow-with-price-increases/

Posted by duatlai > 2024-05-17 09:28 | Report Abuse

Concours with the above facts!
HDD play include JCY

Posted by duatlai > 2024-05-17 09:55 | Report Abuse

Next destination 0.61

Posted by Sales > 2024-05-17 10:58 | Report Abuse

Jcy is best of the best!!!

Posted by Tanleechoo > 2024-05-17 11:46 | Report Abuse

Ong Ong lah JCY

Posted by Greenbull88 > 2024-05-17 15:39 | Report Abuse

Careful, the Q result out tonight or Monday might be still negative.

Posted by duatlai > 2024-05-17 16:25 | Report Abuse

Impairment add back

Posted by adheree > 2024-05-17 17:07 | Report Abuse

next week important

Posted by calvintaneng > 2024-05-18 07:53 | Report Abuse

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact


DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

Posted by calvintaneng > 2024-05-18 08:59 | Report Abuse

Rm147 Mil cash
Debt Rm33 Mil

Cash less debt

Rm114 millions cash

JCY IS A NET CASH COMPANY!

Posted by calvintaneng > 2024-05-18 10:08 | Report Abuse

Net Cash positions

JCY Rm114 Millions

NOTION Rm54 Millions

DUFU Rm20 Millions

Of the three Jcy share price is the lowest and Net Cash the highest

Posted by Oliver Ooi > 2024-05-19 15:13 | Report Abuse

monday, look look see see any chance to chip in or not

Posted by calvintaneng > 2024-05-19 17:32 | Report Abuse

In a bull run any pull back is opportunity to enter

So look for an opportunity

Posted by Tanleechoo > 2024-05-20 10:22 | Report Abuse

🌶️🌶️🌶️ sure win

Posted by Oliver Ooi > 2024-05-20 15:46 | Report Abuse

I onboard, let's sail to next high

Posted by calvintaneng > 2024-05-20 18:44 | Report Abuse

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

Posted by calvintaneng > 2024-05-21 07:25 | Report Abuse

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

from Notion Qtr

Posted by Oliver Ooi > 2024-05-21 11:18 | Report Abuse

let's break new high with notion

Posted by Tibbers > 2024-05-21 13:26 | Report Abuse

0.490 otw

Posted by Greenbull88 > 2024-05-21 15:45 | Report Abuse

Careful, notion red now and if tonight jcy Q result out with -ve, Thursday will pull back, be careful

Posted by Greenbull88 > 2024-05-21 15:46 | Report Abuse

Notion great result was due to EMS not HDD (HDD with slightly improvement around 6% only)

Anyway, let's see how is jcy result

Posted by calvintaneng > 2024-05-21 17:42 | Report Abuse

Jcy Results out!

A splendid turnaround

Cash increased
Debt lessened
After 3 years of losses Jcy sees the light of profits
And 2nd half year will even be better than 1st half

Above all

Jcy captures both HDD and SDD market on both storage and speed

Resounding success!
All round applause!!
Hip hip hooray!!!

Posted by calvintaneng > 2024-05-21 17:44 | Report Abuse

Hdd and Ssd both in Jcy's expertise
Jcy will play a very prominent part in Ai and Data Centers for many good years to come

Posted by Volz4321 > 2024-05-22 10:31 | Report Abuse

Seems like next notion in the making

Posted by calvintaneng > 2024-05-22 21:23 | Report Abuse

STAY IN JCY
300% TO 500% GAIN VERY POSSIBLE!!

No need go here go there!

Posted by calvintaneng > 2024-05-23 06:36 | Report Abuse

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

Posted by NickelLee > 2024-05-23 09:54 | Report Abuse

2Q24 Results

Quarterly Revenue RM147.1mn (+16.1%; +40.6% YoY)
YTD Revenue RM273.8mn (+26.8% YoY)

Quarterly Net Profit RM5.3mn (+302% QoQ; +121.1% YoY)

First turnaround profit after 8 quarter of consecutive loss. Profits momentum looks clear and sustainable moving forward since the company is profitable from the GP level onwards. 1Q24 already showed signs of profitability (1Q24 GP: RM1.47mn) and now its confirmation of profit moving forward.

Just want to highlight the abstracts:

REVIEW OF PERFORMANCE.
a) Revenue increasing driven by increasing demand for storage products, both Hard Disk Drives (HDD) and Solid State Drives (SSD). Our customers have started seeing some recovery in HDD demand and that is translating to more demand for the Groups offerings. We are seeing this sustained increasing factory capacity utilisation throughout the whole quarter.

b) An improved Group cost structure allowing the Group to turn to profitability even at a much lower factory capacity utilization rate. This improved cost structure is a result of a continuous effort by the Group to drive factory yields and productivity. This process is evident as we have reduced our Gross Loss consecutively Quarter on Quarter for the last 4 quarters.

The improved cost structure and higher customer demand driving higher factory capacity utilization resulted in our first Net Profit quarter since Dec 2021. This result is even more significant given that the Group’s capacity utilisation is still less than 50% in the reported quarter.


FUTURE PROSPECT
The reported quarter total HDD storage market showed a 3% increase Quarter on Quarter (QoQ) in units shipped and 22% QoQ total Storage Capacity shipped, increasing to 262 Exabytes(EB). This is the 2nd straight quarter that the industry is seeing unit HDD shipment increase. The industry has also reported that inventory levels in the supply chain are back to normal levels. Based on current market trends and barring any unforeseen circumstances, the Group expects the performance of the second half year to be better than the first half. The group is projecting that our factory capacity utilisation rate will increase as our customers improve their units shipped.

Posted by calvintaneng > 2024-05-23 10:02 | Report Abuse

Logic tells us
2nd half better than 1st half

That means results will get even better in Aug & Nov 2024 results
Commonsense tells us to hold
Yes, best not to trade but to invest

Posted by NickelLee > 2024-05-23 10:08 | Report Abuse

KEY TAKE-AWAYS From the Result Release

1. At the current improved cost structure and utilization of less than 50%, JCY has already broke-even (even excluding RM3mn FX gains)

2. JCY management is guiding for better performance in the second half compared to the first half.

3. Quantity of Shipment Sold was up +3% QoQ and +22% YoY.

4. Inventory levels in the supply chain is also going back to normal levels.

All in all, since JCY has already broken-even in terms of quantity and reported profit. Profits can flow in exponentially given the economies of scale and a much improved operational efficiencies.

Posted by DGxSignal55 > 2024-05-23 10:17 | Report Abuse

JCY: Our group’s EP was 0.360 managed to catch it before the god candle!

TP1: 0.395 *Already hit
TP2: 0.450
TP3: 0.540
SL: 0.305

Please be prepared for a long term play ya! Earnings all growing

Posted by duatlai > 2024-05-23 11:28 | Report Abuse

Just pullback! Good to add, HDD play

Posted by Volz4321 > 2024-05-23 12:08 | Report Abuse

Supposed to have shoot up today, delayed

Posted by calvintaneng > 2024-05-23 23:08 | Report Abuse

Latest good news

Sime darby building Rm2 Billion Data Center for renting out

Alibaba also starting Data Center in Malaysia

Posted by calvintaneng > 2024-05-23 23:24 | Report Abuse

Another good news

New Data Centers to be built in Jakarta Indonesia

no other company can benefit from Malaysia except these three - Jcy, Notion and Dufu

why others cannot benefit ?

answer because it is not located in Malaysia but Indonesia

and how will Jcy, Notion and Dufu benefit ? Why these three and not others?

Answer:

Because Jcy, Notion and Dufu HDD will be used by Western Digital and Seagate

And through them these HDD are used in Data Center in Jakarta Indonesia

and in the bigger Picture or Eagle 🦅 Vision these will be used in DATA CENTERS ALL THROUGHOUT THE WHOLE WORLD WHEREVER DATA CENTERS ARE SET UP

Posted by calvintaneng > 2024-05-23 23:26 | Report Abuse

People still don't know the potential of Jcy, Notion and Dufu

their market is not just Malaysia but the Whole wide world through the proxy of Western Digital and Seagate

Posted by newbie9893 > 2024-05-24 10:33 | Report Abuse

HDD theme in play today, next one will be JCY..buy kaw kaw now to be rewarded very soon