Posted by chunah > 2024-06-03 16:09 | Report Abuse

Tomorrow hell will break loose

Posted by TGbee > 2024-06-03 16:15 | Report Abuse

Mana? Can share? Tq

Posted by chunah > 2024-06-03 16:18 | Report Abuse

Go to TG discussion thread

Posted by chunah > 2024-06-03 17:35 | Report Abuse

Google it

Posted by kytan > 2024-06-03 20:10 | Report Abuse

https://www.sinchew.com.my/news/20240603/finance/5650492

This is the news in sinchew

Posted by Ziko Ro > 2024-06-03 20:25 | Report Abuse

Will burst 0.56 tomorrow

Posted by ChloeTai > 2024-06-03 20:42 | Report Abuse

Read carefully first. SSD which is faster and more stable are going to replace HDD. This is why JCY continues to have quarterly loss and make new lows these few years. Can JCY turn around, such that HDD is cheaper and can store up more data?

Posted by kytan > 2024-06-03 20:42 | Report Abuse

SSDs will definitely replace HDDs, but not in the next few years. We'll need both for now. If the supply is less than the demand, the price will still go up and the company will make a profit.

Posted by Ravi Kumar > 2024-06-03 20:42 | Report Abuse

After watching Computex Taiwan and Jensen Huang the AI boom is going to be big

Posted by ChloeTai > 2024-06-03 20:46 | Report Abuse

Summary of the article:
Will HDD regain its glory? Will JCY International be able to achieve success?

With the changes in technology, the rise of SSD (Solid State Drive), has begun to erode the market of HDD (Hard Disk Drive). JCY which sticks to HDD business has suffered loss for many years and its stock price has hit new lows.

Global data storage demand continues to search, giving the hard disk drive (HDD) market which has been demoralized for years, might have a turn around.
With the rapid rise of artificial intelligence (AI), HDD is becoming one of the key pillars of future data storage for data centres and demand has begun to exceed supply.

SSD is faster and more stable than HHD but HDD is eight time cheaper than SSD. SSD will be used for data application (such as AI learning models) while HDD will be used for data storage (such as database). Data centres are expected to be dominated by HDDs where its technology continues to improve constantly breaking through capacity limits (HDD can store more data than SSD).

Posted by calvintaneng > 2024-06-03 21:59 | Report Abuse

Better read more carefully

Jcy said they also making SSD parts

and Dufu said they have the ability to adapt and scale up when needed

Posted by bryan2003 > 2024-06-03 23:42 | Report Abuse

https://www.techinasia.com/google-investment-singapores-tech-infra-reaches-5b

Posted by calvintaneng > 2024-06-04 05:17 | Report Abuse

DC related stocks boosted by AI (Artificial Intelligence ) will turn from 🐂 run to Superbull 🔥

Stay the course

They will go up one by one

Notion 🔥 first

Then Jcy 🔥

And finally Dufu 🔥
And do not be surprised
Dufu the last now might later become first 🥇

And the last shall be the 1st 🏆

Posted by calvintaneng > 2024-06-04 08:17 | Report Abuse

J - Jumping
C - Clapping
Y - Yelling

🔥 🔥 🔥

Posted by FortuneBlooming > 2024-06-04 08:41 | Report Abuse

yah gah

dufu now in last position meh?

Posted by FortuneBlooming > 2024-06-04 08:47 | Report Abuse

okay lor

if go by hindi or tamil movie🎥 formula, hero😎 of course kalah dulu lor

Posted by paktua73 > 2024-06-04 09:01 |

Post removed.Why?

Posted by LOOK009 > 2024-06-04 09:10 | Report Abuse

HDD重拾辉煌 JCY国际否极泰来
Sinchew Mon, Jun 03, 2024 09:28am - 23 hours




全球数据储存需求持续急涨，让多年来士气低落的硬盘驱动器（HDD）市场响起反攻号角。人工智能（AI）快速崛起，加上连续技术突破，HDD正成为未来资料储存的关键支柱之一，开始供不应求，引起强烈关注。

为此，本期《股海捞月》要谈谈马股HDD零件供应巨头——JCY国际（JCY,5161,主机板科技组），看看这家多年来一直坚守市场岗位的科技公司，是否守得云开见月明。

最大HDD机械零件供应商
成立于1994年的JCY国际，起初是为HDD市场提供组装电路板（PCBA）服务，但顺着领域当时的高成长，开始积极强化服务范畴与能力，短短5年内陆续涉足CNC精密加工、压铸（Die Casting）、电泳涂层（E-Coating）和冲压服务，与国际HDD巨擘建立紧密合作关系，成为全球最大HDD机械零件供应商之一。

2010年
东南亚最大宗科技上市案
受惠于HDD出货量强劲成长，该公司生意蒸蒸日上，后来进一步前往中国和泰国设厂。2010年，JCY国际以超过17亿令吉年营业额和2亿令吉净利在马股华丽登场，上市估值超过30亿令吉，是当时东南亚最大宗科技上市案。

然而随科技转变，固态硬盘（SDD）的崛起开始侵蚀HDD市占率，这在科技消费市场尤其明显，出货量逐年下滑，让坚守HDD业务的JCY国际这些年吃尽苦头，业绩连连败退，股价也屡创新低。

不过，HDD的长期颓势正发生重大转折。因AI崛起速度超越预期，加上储存技术突破，业界人士开始判断HDD领域或从2024年起进入新一轮成长周期，让作为最大零件供应商的JCY国际重获市场关注。

过去一年火速成为全球焦点的AI大大提振了全球资料储存的预期需求。感受大趋势来袭，被视为数字世界核心基石的数据中心，正快速崛起成最吸金的商业项目。

根据投资、贸易与工业部（MITI）上个月披露的数据，我国在2021至2023年期间批准的1447亿令吉数字相关投资中，竟然有高达1147亿令吉是数据中心投资。全球层面来看，去年数据中心相关投资已突破2500亿美元，英国独立科技分析机构NSR估计，在AI引领下，这数额最快或于2027年突破每年一兆美元。

受投资暴增刺激，数据储存设施的未来需求势必异常强劲，各调查与分析机构估计未来6至8年内，全球数据储存市场可取得介于17至26％的年均复合成长（CAGR）。无论是HDD或是SSD，都将因而开启新一轮领域上升周期。

HDD和SSD之间虽是竞争关系，但因两者各自拥有难以撼动优势，相信未来会被互补使用，更快更稳的SSD将用于资料应用，如AI学习模型，成本优势明显的HDD则用于原始资料储存或资料库。

相比SSD HDD占成本优势
换句话说，未来几年资料中心料由HDD主导，毕竟其每太字节（TB）成本远比SSD便宜7至8倍，让投资成本昂贵的数据中心没什么选择余地，毕竟在SSD技术提升之际，HDD技术也持续精进，不断突破容量极限，成本优势在可预见的未来内仍牢不可破。

（3/6见报）股海捞月│重拾辉煌 JCY国际否极泰来

优化营运规模结构
鉴于需求高于预期，加上产能无法赶上，数据储存市场已出现供不应求讯号，HDD和SSD的平均售价近期持续走高，数据显示单是从去年第四季至今年第一季，HDD平均售价上涨了14％，创近25年以来新高，3大HDD巨头皆在不久前宣布涨价，且预期还会继续调涨。

HDD领域经多年低迷巩固，目前已形成三强鼎立局面，由3大巨头瓜分整个市场，分别是威腾（WD）、希捷（Seagate）和东芝（Toshiba）。受展望强劲提振，威腾股价过去一年来已急涨92％，希捷也上扬55％。

至于零件供应市场，根据肯纳格研究在2020年发布的报告，零件供应链原本拥有至少10至12家业者，但经多年巩固后已锐减剩2至3家，而JCY国际正是其中之一。

上个月发布的最新业绩已释出乐观讯号。截至2024年3月31日第二季，JCY国际营业额按年成长40.7％，至1亿4714万令吉，且开始转亏为盈，报净利534万令吉。

下半年料更胜上半年
最新业绩虽不算特别抢眼，但管理层揭露首季HDD市场总出货单位按季成长3％，储存产能出货则按季成长22％，已连续两季成长。就现有市场趋势而言，产能使用率料在客户出货量走高带动下回升，下半年表现料更胜上半年。

这些年来为应付市场逆境，JCY国际不断优化营运规模和结构，力求各环节精益求精，明显提升营运效率和竞争力，让公司在次季产能使用率不足50％的苛刻条件下录取盈利，这尤其值得注意，反映了强大内部生产力，一旦产能使用率明显回升，业绩或将捎来惊喜。

财务状况保持良好，目前持有近亿令吉净现金，营运现金流亦明显改善，若业绩如愿迎来强劲且可持续的复苏，派息或是中期内可期待的事，毕竟该公司有着慷慨派息记录，2010至2017年间每季皆派息，直到后来业务陷入亏损才被迫停止。

多元化产品供应组合
为加速公司复苏，JCY国际正积极寻求多元化和强化产品供应组合，2023年报资料显示公司手上有26种新产品正处于不同阶段的洽谈和认证，放眼进一步强化市场份额。另外在通过客户认证后，已从去年杪开始为高端HDD市场供应零件，且会继续与客户紧密合作，凭公司卓越工艺和品质继续深耕这个双位数增长中的潜能板块。

除了继续在HDD零件市场企于有利位置，公司也在不同领域发掘新机会，包括在2020年收购了汽车零件生产商SDM精密铸造，虽然这业务贡献比重目前仍低，但凭公司在金属压铸方面的强大能力，新业务规模正在壮大，去年营业额全年激增340％，远景值得期待。

虽说JCY国际长久以来专注在HDD零件市场，然而作为一家垂直综合了强大模具制造、压铸、精密加工和涂层能力的金属零件供应商，其强大核心能力、设施与技术其实能应用在许多领域，实现多元化料只是时间上的问题。

总的来说，AI快速崛起大大刺激了资料储存领域发展，让HDD重返辉煌时刻。随着竞争对手这些年陆续倒下或转换跑道，竞争力强大、始终坚守HDD零件市场的JCY国际料获得回报，加上产品组合持续扩大和多元化，一切正迅速朝好的方向发展，用“否极泰来”形容合适不过。5月组合回酬企稳10.5％
马股5月表现强稳，组合回酬稳定在10.5％。

期间，3家公司最新季报表现强稳，最值得注意的是3A资源，最新季报显示赚幅持续改善，还意外宣布派息1仙，是打从2010年以来首次在11月以外时间点派息，不排除派息政策酝酿正面变动。

另外，鉴于HDD市场进入强劲周期，长期与领域巨头合作愉快的JCY国际料来到重大转折点，复苏展望强劲，投资主题诱人，决定纳入组合中。

下期专栏将进行半年总结，到时见。

●声明：股海捞月和股海组合提供的资料只供参考，志在助投资者认识一些不获证券行重视的小型股，和追踪相关股后续表现，不是买卖建议，任何投资决定还请先征求专业股票经纪的意见，盈亏自取。

Posted by Ziko Ro > 2024-06-04 09:21 | Report Abuse

Knock 60 this week. Fantastic volume

Posted by Lightofheaven > 2024-06-04 09:36 | Report Abuse

JCY i know u can do it
Go Go Go
Tiger is wake up

Posted by StartOfTheBull > 2024-06-04 09:41 | Report Abuse

Careplus 2.0 ? 🤔

Posted by Volz4321 > 2024-06-04 09:42 | Report Abuse

Flying ready

Posted by Ziko Ro > 2024-06-04 09:46 | Report Abuse

Don't bother SSD or HDD. Most important can touch the moon

Posted by ambuyat > 2024-06-04 09:52 | Report Abuse

🚀

Posted by Sales > 2024-06-04 09:53 | Report Abuse

💪💪💪

Posted by ambuyat > 2024-06-04 09:56 | Report Abuse

volume🤑

Posted by kkwong13 > 2024-06-04 10:04 | Report Abuse

It seem like Notion = Hartalega, Dufu = Topglove & JCY = Supermax during Covid time. Notion going efficient, stable & well diversify business with CAGR 43% growth, same to JCY & Dufu going to next boost profit after next 2H'24 quarter result show massive spike in revenue growth. It is a good sign to continue buy and hold it for many years to come as long as AI cloud & datacenter business is expanding and growing, further boost memory HDD & SDD in next level we never see before. Keep holding for multi-baggar return.

Posted by Sales > 2024-06-04 10:05 | Report Abuse

👍👍👍

Posted by Ziko Ro > 2024-06-04 10:06 | Report Abuse

Kasi hantam bro !

Posted by tts752 > 2024-06-04 10:25 | Report Abuse

possible limit up today

Posted by tts752 > 2024-06-04 10:29 | Report Abuse

@kkwong13 absolutely agreed!!!

Posted by Greenbull88 > 2024-06-04 10:30 | Report Abuse

JCY should worth RM3.5 billion market cap, now only RM1.23 billion market cap at 0.58, TP RM2.50

Posted by Zachzach > 2024-06-04 10:45 | Report Abuse

still can masuk or not?

Posted by Gentingbig > 2024-06-04 10:49 | Report Abuse

JCY at this price for mid to long term still a worthy investment

Posted by Jerung > 2024-06-04 11:22 | Report Abuse

Today we welcome June with a bang upward, continue surge n surpass 60c this week hopefully

Posted by Ravi Kumar > 2024-06-04 11:53 | Report Abuse

For once in a long time, calvin has made me $$$$ love profit

Posted by XenDee > 2024-06-04 11:55 | Report Abuse

kasi hantam

Posted by chunah > 2024-06-04 11:58 | Report Abuse

Haha yes LU

Posted by chunah > 2024-06-04 12:01 | Report Abuse

JCY well done
LU afternoon session

Posted by chunah > 2024-06-04 12:07 | Report Abuse

Hidden gem
There plenty of space to move Foward

Posted by chunah > 2024-06-04 12:13 | Report Abuse

1st target 60-70 sen
Follow by 70-90 sen
Will break 1.00 this week or next

Posted by Sales > 2024-06-04 12:15 | Report Abuse

Sifu Calvin, you're our Hero!!!

Posted by Zachzach > 2024-06-04 12:16 | Report Abuse

chunah - expectation too high

Posted by chunah > 2024-06-04 12:19 | Report Abuse

Anything is possible
Look at notion already triple in 3 weeks

Posted by chunah > 2024-06-04 12:20 | Report Abuse

Do you what is rotational play Zach

Posted by chunah > 2024-06-04 12:21 | Report Abuse

Know

Posted by miji > 2024-06-04 12:21 | Report Abuse

to the moon

Posted by chunah > 2024-06-04 12:24 | Report Abuse

The begin of AI euphoria
Don’t miss this opportunity

Posted by chunah > 2024-06-04 12:26 | Report Abuse

Glove mania short run
AI mania will medium-long term

Posted by Zachzach > 2024-06-04 13:08 | Report Abuse

hoping it can break 0.6