Posted by newbie9893 > 2024-05-24 11:09 | Report Abuse

Confirm to goreng up JCY kaw kaw in afternoon section...trust me

Posted by newbie9893 > 2024-05-24 11:17 | Report Abuse

engine warming up in progress

Posted by newbie9893 > 2024-05-24 11:20 | Report Abuse

Good. Volume building up. Breakout moment is around the corner

Posted by tssl74 > 2024-05-24 11:29 | Report Abuse

Will take note fr all d abv Sifuss ^^.
Will HOLD & SEE.

Posted by calvintaneng > 2024-05-24 11:35 | Report Abuse

JCY

J = Jumping

C = Champion

Y = Ya!

No goreng please

Buy and hold tight till all Data Centers in China, Japan, Usa, Malaysia, Singapore, Thailand, France, Europe, Australia, Vietnam, India, Bangladesh, Africa, South America and etc etc all up and need Hdd and Ssd

Posted by Antipaktua > 2024-05-24 11:35 | Report Abuse

2024... still paktua scamming people with his lousy recommendation...
from Jojo...

Posted by Jerung > 2024-05-24 11:37 | Report Abuse

mantap enter today avr 415 hope rocket all d way

Posted by newbie9893 > 2024-05-24 11:39 | Report Abuse

0.44 cleared.....heading 0.50 today

Posted by calvintaneng > 2024-05-24 11:41 | Report Abuse

Today only 3 Top Hdd and Ssd manufacturers are commanding up to 90% of all in the world

Seagate
Western Digital
Toshiba

Usa and China cannot

Hdd making labour intensive so most Hdd factories transffered overseas

China cannot as Seagate, Western Digital are leaders

China need to buy Hdd and Ssd from Seagate or Western Digital and repackage them under their own "brand name" to sell

So cannot compete with Western Digital or Seagate as they are OEM ( Original Equipment Manufacturers)

So who will benefit?

Jcy
Notion
Dufu

The source of supplies to Seagate and Western Digital

So just buy and hold

Posted by calvintaneng > 2024-05-24 11:46 | Report Abuse

Latest

New Data center to be set up in Indonesia!

Only Jcy, Notion and Dufu will benefit and not others

Why not others?

Answer:

Because they are located in Jakarta Indonesia so and not in Malaysia

So why should Jcy, Notion and Dufu benefit and not others?

Answer is clear:

Because through proxy of Western Digital and Seagate Jcy, Notion and Dufu Hdd and Ssd drives are exported to DC of Indonesia

Posted by calvintaneng > 2024-05-24 11:49 | Report Abuse

Many DC supporting industries are LIMITED TO MALAYSIA DC Business

Only Jcy, Notion and Dufu

Are UNLIMTED AS THEIR MARKETS ARE WORLD WIDE BY PROXY THROUGH

WESTERN DIGITAL
SEAGATE
TOSHIBA

AND SO NOW ONLY YOU KNOW

EAGLE GROUP 🦅🦅🦅
SEE FIRST

Posted by calvintaneng > 2024-05-24 11:51 | Report Abuse

Be the first to know

" The flow of knowledge precedes the flow of wealth"

Posted by NickelLee > 2024-05-24 11:57 | Report Abuse

Actually today's movement is very solidifying and reinforcing for JCY's up trend momentum, this is despite market is weaker due to pull backs of many index linked stocks.

Market down but JCY and Notion still up kaw kaw!

Posted by NickelLee > 2024-05-24 11:58 | Report Abuse

Thanks CalvinTanEng for the very sharp and deep understanding of the stock pick and HDD sector view 🙏🏻

Posted by NickelLee > 2024-05-24 11:59 | Report Abuse

Timing and investment angle memang mantop ngamshui

Posted by Tanleechoo > 2024-05-24 12:08 | Report Abuse

@newbie9893 u v Chun!! Tqsm

Posted by dxbman > 2024-05-24 12:12 | Report Abuse

STRONG BUY

Posted by Jerung > 2024-05-24 12:16 | Report Abuse

all the 50c jiayou

Posted by troy88 > 2024-05-24 12:17 | Report Abuse

Damn bullish!

Posted by LOOK009 > 2024-05-24 12:33 | Report Abuse

https://sharesinfo4u.com/vip_content/trailing/%e3%80%8a%e9%a9%ac%e8%82%a1%e7%82%b9%e5%ad%90-60a-23%e3%80%8b%e5%88%86%e4%ba%abjcy%e5%8d%8a%e5%b9%b4%e5%a4%9a%ef%bc%8c%e5%86%8d%e7%aa%81%e7%a0%b4%e7%9b%ae%e6%a0%87%e6%b6%a890%ef%bc%8c%e5%bc%80/
《马股点子-60A/23》分享JCY半年多，再突破目标涨90%，开始第二轮追踪
马股波段追踪
2024年05月23日

《马股点子-60A/23》分享 JCY国际（JCY，5161）半年多，股价于 23-5-2024再次突破目标，盘中最价与分享价比较最高涨幅90%，开始第二轮波段追踪...

Posted by LOOK009 > 2024-05-24 12:33 | Report Abuse

https://sharesinfo4u.com/vip_content/trailing/%e3%80%8a%e9%a9%ac%e8%82%a1%e7%82%b9%e5%ad%90-60a-23%e3%80%8b%e5%88%86%e4%ba%abjcy%e5%8d%8a%e5%b9%b4%e5%a4%9a%ef%bc%8c%e5%86%8d%e7%aa%81%e7%a0%b4%e7%9b%ae%e6%a0%87%e6%b6%a890%ef%bc%8c%e5%bc%80/
《马股点子-60A/23》分享JCY半年多，再突破目标涨90%，开始第二轮追踪
马股波段追踪
2024年05月23日

《马股点子-60A/23》分享 JCY国际（JCY，5161）半年多，股价于 23-5-2024再次突破目标，盘中最价与分享价比较最高涨幅90%，开始第二轮波段追踪...

Posted by calvintaneng > 2024-05-24 13:33 | Report Abuse

every input is welcome

please translate as we got other races plus foreign Funds who can only read in English

Posted by Gentingbig > 2024-05-24 13:53 | Report Abuse

calvin what will you foresee below 3 counters TP
1. DUFU
2. JCY
NOTION

Posted by calvintaneng > 2024-05-24 14:54 | Report Abuse

Gentingbig

calvin what will you foresee below 3 counters TP
1. DUFU
2. JCY
NOTION


Short term with so many traders they will be volatile

Longer term will be LIKE GLOVE SUPERBULL

Those sold too early will miss the Highest Prices yet to come

Posted by calvintaneng > 2024-05-24 14:58 | Report Abuse

In year 2020 I bought Gloves

One Banker Boss bought Topglove at Rm6.00

Sold too early before Rm10.00

Then when Topglove reached Rm24.00

The Banker saw Topglove gave two free bonus for one

So cannot tahan leow!

Bought back Top glove at Rm24.00 (Because "Experts" said then that Topglove will go to Rm40.00)

In the end Topglove split to Rm.800

Now China glove & Vaccines plus New Glove Entrance killed Glove Bull

For HDD they is very HIGH TIME BARRIER TO ENTRY

IT TAKES 10 TO 20 YEARS TO SET UP HDD FACTORIES

Posted by calvintaneng > 2024-05-24 14:59 | Report Abuse

Don't be foolish to sell HDD bull too early & buy back higher later

Posted by calvintaneng > 2024-05-24 15:00 | Report Abuse

Is it Possible to Manufacture HDDs in USA?

At the beginning of the HDD industry, all the drives were made in USA (Ampex, Burroughs, Control Data, IBM, Memorex, Univac, STK), and then also in Europe (Bull, Siemens) and Japan (Fujitsu, Hitachi). But they were high-priced high-margin units for mainframes where the workforce to build them was a small percentage of the global price.

There was a big change when PCs arrived in a more price sensitive market. The first two storage companies to land in Asia were probably Tandon and Micro Peripherals in 1981 to manufacture floppy disk drives in Singapore.

But the real pioneer was Tom Mitchell, who decided in 1982, or only three years after the birth of Seagate, to transfer all production of 5.25-inch HDDs from Santa Cruz, CA, to Singapore. He was highly unsatisfied by the "high cost, marginal quality and poor availability of labor" in California. He also had the good fortune to fall upon a remarkable local engineer, S.C. Tien, to help him in his efforts.

Seagate's success inspired many imitators in Singapore and then in other Asian countries with lower salaries.

Today all HDDs are manufactured in only six Asian countries by the remaining producers:
Hitachi GST (acquired by WD) in China, Thailand and Singapore
Seagate in China, South Korea (acquired Samsung HDD for a small quantity) and Thailand
Toshiba in China, Thailand and the Philippines
The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

For the IMF World Economic Outlook Database, October 2010, the average minimum ANNUAL salary for workers was $1,500 in China, $2,053 in the Philippines, $2,293 in Thailand and $4,375 in Malaysia. Per comparison, it's $729 per median WEEKLY earnings in USA according to the United States Bureau of Labor (January 27, 2012) among full-time wage and salary workers not union members. Result: between 9X and 25X more in the U.S.

That's why it's impossible to build plants in North America to be competitive in the HDD industry.

But there is another reason. With few exceptions, all the components into HDDs (disks, heads, motors, PCBs, enclosures, etc) are built in Asia because their makers have installed their factories near HDD assembly plants to offer a better service to their huge customers.

These two reasons explain why we are not going to see any HDDs made in USA in the near future. It's the same for PCs, notebooks, tablets, smart phones and the majority of high-tech devices.

Posted by calvintaneng > 2024-05-24 15:01 | Report Abuse

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

Posted by calvintaneng > 2024-05-24 15:03 | Report Abuse

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing.

https://www.youtube.com/watch?v=InHAjOJwooA

USA & CHINA NO BANGLA

Posted by calvintaneng > 2024-05-24 15:12 | Report Abuse

FUTURE PROSPECT
B4. VARIANCE FROM PROFIT FORECAST
Not applicable as the Group has not issued any profit forecast for the period under review.
(The rest of the page has been intentionally left blank)
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.
Our short to medium term strategy remains to strengthen our core in the storage industry while
diversifying into other industries. We aim to be recognized as a Quality focused, engineeringbased precision casting, machining, and assembly company.
We remain focused in growing our portfolio. We strongly believe that being vertically integrated in
Mold making, Casting, Machining and Coating gives us a strategic advantage in the industry to
capitalise on the disruption in supply chain driven by the world’s geopolitical tensions. We are
working with new customers in product qualifications. We do recognise that this is a slow and
laborious, part by part qualification, process and will take 2-4 years to reach some maturity. The
group remains invested in the long-term partnerships to grow together with our customers.

Posted by calvintaneng > 2024-05-24 15:12 | Report Abuse

. 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.

Posted by calvintaneng > 2024-05-24 15:12 | Report Abuse

, the Group expects the
performance of the second half year to be better than the first half.

Posted by calvintaneng > 2024-05-24 15:14 | Report Abuse

performance of the second half year to be better than the first half.

In other words can EXPECT JCY Results to be

Better in Aug 2024
Bettet in Nov 2024
Better and better in Feb 2025 (For Oct to Dec 2024)

Read again

the Group expects the
performance of the second half year to be better than the first half.

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

No steam liao :P

Posted by calvintaneng > 2024-05-24 15:16 | Report Abuse

In a bull run best to buy on pullback

Posted by tssl74 > 2024-05-24 15:26 | Report Abuse

@calvintaneng..
May i know what is your TP?

Posted by calvintaneng > 2024-05-24 15:31 | Report Abuse

tssl74

@calvintaneng..
May i know what is your TP?

1st target 50 sen

For next target see Aug 2024 Results of JCY

Posted by calvintaneng > 2024-05-24 15:31 | Report Abuse

China cannot do HDD

Even huawei must buy HDD from Seagate

See they stopped Seagate

https://www.exportsolutionsinc.com/resources/blog/a-look-behind-seagates-record-breaking-export-penalty/

Posted by tssl74 > 2024-05-24 15:32 | Report Abuse

tqvm for sharing!

Posted by calvintaneng > 2024-05-24 15:34 | Report Abuse

BUSINESS REVIEW
JCY International Berhad and its subsidiaries (“the Group”) is
principally involved in the manufacturing of precision components
and sub-assembly. For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

Posted by calvintaneng > 2024-05-24 15:36 | Report Abuse

For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

IT TAKES 20 YEARS TO SET UP HDD & SSD FACTORIES

VERY HIGH BARRIER TO ENTRIES (GLOVES TAKE ONLY 6 MONTHS)

FOR NEXT 3 to 5 YEARS JCY, NOTION & DUFU WILL DOMINATE THE HDD & SSD Markets

Posted by Zachzach > 2024-05-24 15:52 | Report Abuse

Will it fly like sns?

Posted by calvintaneng > 2024-05-24 15:54 | Report Abuse

sns only Malaysia

Jcy is world world market

don't see like 🐔 chicken

see like 🦅 eagle

Posted by Jerung > 2024-05-24 15:55 | Report Abuse

keep for mid to long term n see next Q if cun2 then as what all d sifus stated will slowly upx3

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

Dear Calvin Tan, In terms of Solid Disk Drive (SSD) and Hard Disk Drive (HDD) producers, Notion and Dufu are much better than JCY. But I cannot afford to buy them. So, I have no choice but to buy JCY. May I know what is target price of JVY, which I.bought at RM0.445.

Posted by Ravi1969 > 2024-05-24 17:07 | Report Abuse

JCY is a washout

Posted by calvintaneng > 2024-05-24 17:08 | Report Abuse

Posted by ChloeTai > 1 minute ago | Report Abuse

Dear Calvin Tan, In terms of Solid Disk Drive (SSD) and Hard Disk Drive (HDD) producers, Notion and Dufu are much better than JCY. But I cannot afford to buy them. So, I have no choice but to buy JCY. May I know what is target price of JVY, which I.bought at RM0.445

Target 50 sen first

Next see Aug & Nov 2024 results

HOW FAR HOW HIGH DEPENDS ON ITS EARNINGS

Posted by Zachzach > 2024-05-24 17:13 | Report Abuse

whats ur tp for this stock calvintan?

Posted by Tanleechoo > 2024-05-24 19:24 | Report Abuse

Haha I still have some bought long ago 60 cts … but each time drop bought some to lower The cost …

Posted by calvintaneng > 2024-05-24 20:05 | Report Abuse

ok Zachzach

after having thought over
on hindsight I bought Notion at 52.5 sen and Jcy from 30.5 sen to 33 sen with average price of 32 sen

since Notion now Rm1.21 (it is up by 130%)

if I benchmark Jcy to Notion price surge Jcy should be 73 sen
( so my earlier target price of 50 sen will now go higher)

we are in HDD Bull run time and the target prices like goal posts can change all the time and records also can be broken by new records