Posted by FortuneBlooming > 2024-06-07 12:05 | Report Abuse

Jonathantyp:

"Sorry I am going to sell all."

okay👍 dude😎, then maybe you could go on try out VincentTang's favourite darling iris on our behalf

it sounds kind of a bit intriguing to me, but I don't dare to take the plunge in there just yet

Posted by calvintaneng > 2024-06-07 12:27 | Report Abuse

We are still at early stage of HDD bull run

though Jcy has gone up to 61.5 sen now

it's historic peak was almost Rm2.00

and now it has seen a strong turnaround demand

1. AI and DC demand still ahead as many DC centers are still in the process of setting up and needing more HDD and SSD

Posted by calvintaneng > 2024-06-07 12:28 | Report Abuse

2. Jcy has given guidance ahead

with only 50% operation it's profits have surged due to higher value sales

Posted by FortuneBlooming > 2024-06-07 12:28 | Report Abuse

NickelLee:
"RM1.00 la"

69 or 72 first lor, then maybe🤔 next stage 99

Posted by calvintaneng > 2024-06-07 12:29 | Report Abuse

3. If just 50% operation already garnered so good profits what will be it's profits if Jcy ramp up production to 70% or 80%?

Posted by calvintaneng > 2024-06-07 12:30 | Report Abuse

4. Plus Seagate and Western Digital both gave indication that HDD and SSD prices will go up by 10% or more

Posted by calvintaneng > 2024-06-07 12:33 | Report Abuse

5. Above and overall the bullish signal

Jcy said 2nd half of 2024 will see better sales and profits than 1st half

so we will hold to "SEE"

AUG 2024
NOV 2024
FEB 2025 (results for Oct to Dec 2024)

Let's keep strong and how on till all the next 3 Qtrs results

Jcy projection true or now we will know by then

Posted by OTB > 2024-06-07 14:31 | Report Abuse

Dear kkwong13,
Do you think the PAT=235.18 million is real ?
Please enlighten me.
Thank you.
--------------------------
Based on your calculation.

Q2 2024
NOSI=2.140 Billion
EPS = 0.25 Sen
PAT = 2140*0.0025=5.35 million

Q3 2024
NOSI=2.140 Billion
EPS = 1.97 Sen
PAT = 2140*0.0197=42.16 million

Q4 2024
EPS = 3.51 sen
PAT = 2140*0.0351=75.11 million

Q1 2025
EPS = 5.26 sen
PAT = 2140*0.0526=112.56 million

Total PAT in 4 rolling quarters =235.18 million
Total EPS = 0.1099

Posted by OTB > 2024-06-07 14:42 | Report Abuse

Dear NickelLee,

I also like to listen to your comment on my above posting.
Thank you.

Posted by Greenbull88 > 2024-06-07 14:56 | Report Abuse

Mr OTB also interested to ride on JCY HDD bull run?

I inside at 0.40

Posted by FortuneBlooming > 2024-06-07 15:03 | Report Abuse

61.5 special offer🫴 going begging for so long today

now 62

Posted by calvintaneng > 2024-06-07 15:33 | Report Abuse

HI GUYS

Long ago in 1997/8 Bull run

One guy from Reko, Kajang made Rm300,000 from Share market trading
RM300K was big money in those days

After having made Rm300K (or Rm1 to Rm3 million in today's money) he decided to cash out and bought a piece of land in Jalan Reko, Kajang to lock into REAL ASSET VALUE (LANDS!!!)

Then Asian Financial Crisis Hit
Many went bankrupted

This guy built a Shop on his land to sell Electrical Stuff

He did very well

NOW IF YOU WANT TO PRESERVE YOUR PROFITS

CAN CONSIDER BUYING AND HOLDING TSH RESOURCES (9059)

Final decision is yours

TSH RESOURCES (9059) PRIME GOLDMINE LANDS SELLING AT LESS THAN RUBBISH PRICES (NOW I KNOW WHY WARREN BUFFET SAID, "I KNOW I WILL BE RICH"!!

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-07-story-h-159794673-TSH_RESOURCES_9059_PRIME_GOLDMINE_LANDS_SELLING_AT_LESS_THAN_RUBBISH_PR

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-03-13-story-h1484835012-THE_ASIAN_FINANCIAL_CRISIS_1997_1998_Why_It_Hit_Johor_Hardest_BECAUSE_O

Posted by kkwong13 > 2024-06-07 15:42 | Report Abuse

Hi OTB, thanks for the kind interest to know how JCY can able to reach EPS 5sen.

Here is my compute calculation.
Refer to latest JCY's (Mar'24) quarter result, it stated revenue increased 16% QoQ, with just improved of 3% increase in quantity shipped, mainly due to 22% QoQ rise in higher storage capacity, resultant in better product mix cost margin under 50% factory utilization. This represent a very positive trend toward subsequent quarters ahead whereby majority of its products mix ship with better product margin to meet uprising Western Digital & Seagate sales order demand especially for cloud enterprise & data center .
In term of its revenue forecast projection, how can it able to hit EPS >=5sen if JCY's factory utilization reach 80% upon raising customer order demand + JCY's management team execution & delivery is calculate as below:
Reference point:
Baseline: Q2'FY24 revenue reported RM147mil, an increase of RM21mil (vs RM126mil Q1'FY24) with just 3% increase in quantity shipped for larger capacity storage product, result in earning profit of RM5.2mil which represent 0.25sen/share under 50% factory utilization.

Condition#1: if 10% QoQ quantity sales order increase for cloud, enterprise larger storage capacity with better product margin, reach JCY's 10% factory utilization to 60% OEE utilization
Then, revenue will raise from RM147mil to ~RM210mil
[increase 10% QoQ qty sales order = 3x fold revenue increase with RM21mil x3 = RM63mil], as a result of shifted of their product mix and ASP selling price increase.
Then after minus fixed RM140mil operation cost + others progressive expenses + tax deduction, it net profit should be ~RM45mil earnings, convert into EPS approximately ~1.97sen
[Reference to revenue 3% QoQ improve to RM147mil; RM21mil increase from Q1'FY24 RM126mil]

Condition#2: if raise up to 20% quantity sales order for cloud, enterprise larger storage capacity + better product margin, reach JCY's 20% factory utilization to 70% OEE utilization
Then, revenue raise from RM126mil to ~RM252mil [increase 20% QoQ qty sales order = 6x fold revenue increase with RM21mil x6 = RM126mil], as a result of shifted of their product mix and ASP selling price increase.
Then after minus fixed RM140mil operation cost + others progressive factory expenses, it profit before tax = ~RM112mil
Then after tax reduction, it net profit it ~RM82mil earnings, convert into EPS approximately 3.51 to 3.87 sen (+/- 10% variance, pick lower, conservatively)

Condition#3: if raise up to 30% quantity sales order for cloud, enterprise larger storage capacity + better product margin, reach JCY's 30% factory utilization to 80% OEE utilization
Then, revenue raise from RM126mil to ~RM315mil [increase 30% QoQ qty sales order = 9x fold revenue increase with RM21mil x9 = RM189mil], as a result of shifted of their product mix and ASP selling price increase.
Then after minus fixed RM140mil operation cost + others progressive factory expenses, it profit before tax = ~RM175mil
Then after tax reduction, it net profit it ~RM129mil earnings, convert into EPS approximately 5.26 to 6.08 sen (+/- 10% variance, pick lower, conservatively)

Hope this calculation able to give future guidance on overall JCY business revenue growth for next 6mths to 1years projection as long as AI cloud & more data center sales order demand growth + JCY's teams factory execution delivery to hit 80% OEE utilization.

Posted by Zachzach > 2024-06-07 15:45 | Report Abuse

0.63 as i speak...lets go to the moon

Posted by crazypapapoor > 2024-06-07 15:47 | Report Abuse

song ah my esaucee

Posted by Ravi Kumar > 2024-06-07 15:47 | Report Abuse

Next week confirm 80 sen

Posted by OTB > 2024-06-07 15:48 | Report Abuse

Dear kkwong13,
Thank you for your good explanation.

Posted by Zachzach > 2024-06-07 15:52 | Report Abuse

Show is coming..ready ?

Posted by ChloeTai > 2024-06-07 15:55 | Report Abuse

The 66 sen resistance which cause yesterday (6.6.2024) down fall has to be overcome first.

Posted by Zachzach > 2024-06-07 15:56 | Report Abuse

See try to overcome today

Posted by kkwong13 > 2024-06-07 16:01 | Report Abuse

Here is the link for better view. Thanks

https://klse.i3investor.com/web/blog/detail/JCYdoubleup/2024-06-07-story-h-159793684-JCY_Potential_JCY_revenue_can_double_up_to_RM315mil_by_next_3Qtrs_resul

Posted by Zachzach > 2024-06-07 16:15 | Report Abuse

So by q3 whats the tp?

Posted by NickelLee > 2024-06-07 16:20 | Report Abuse

There are too many variable and moving parts in the calculation. I don't do that and there is no need to quantify all the numbers to get the share price up. As long as, production crosses breakeven and economies of scale kicks in, unless you have access to management, your guess is as good as mine.

Technically, I don't forecast company profits, i only forecast share price momentum. Old hands should understand what i am talking about.

Posted by Jerung > 2024-06-07 16:24 | Report Abuse

Go go go JC Yes for a strong closing weekend

Posted by kkwong13 > 2024-06-07 16:27 | Report Abuse

I understand, this all calculation is purely based on fundamental calculation of its potential revenue & earnings profit, really depend on macro economic trend & investors/traders sentiment. It does give us a good indicator & estimation of how far JCY revenue & earning can raise as long as big economic sector trend of AI cloud & data center sales order demand is growing. Most importantly, JCY's management & factory team able to execute and deliver to hit 80% OEE KPI utilization too for next multi-baggar return.

Posted by ChloeTai > 2024-06-07 16:38 | Report Abuse

I think Mr Ooi Teik Bee might prepare the paper work on JCY and he might whatsapps to his subscribers next Monday. Those subscribers who still have extra money (after putting money in their existing portfolios already) might follow his buy call the Monday (10.06.2024).

Posted by badrul1970 > 2024-06-07 16:38 | Report Abuse

last minute volume coming in !! .. at least closed today at 0.640 or 0.645 !

Posted by NickelLee > 2024-06-07 16:38 | Report Abuse

KKWong13, thanks for the detailed calculation. Really appreciate the amount of hardwork put in. 🙏.... actually i was just sharing my investment style 😁

Posted by NickelLee > 2024-06-07 16:40 | Report Abuse

We the individual investors community need detailed calculation to navigate around. We don't have the luxury of big fund managers' resources.

Mr. OTB is an institution by himself.

Posted by NickelLee > 2024-06-07 16:44 | Report Abuse

BTW, Mr OTB something that might interest you. Since you are a big believer of YTL Power.

https://klse.i3investor.com/web/blog/detail/RanhillUtilities/2024-05-29-story-h-160660689-When_Details_Are_More_Important_Than_Headlines_29_May_2024

Posted by NickelLee > 2024-06-07 16:45 | Report Abuse

Bottom Fishing, Value Hunters Look Here. This is NOT a Momentum Idea.

https://klse.i3investor.com/web/blog/detail/MMHE/2024-06-05-story-h-159877290-MHB_5186_KL_Unloved_By_Many_But_Deep_Deep_Value_Fast_Rising

Posted by kkwong13 > 2024-06-07 17:01 | Report Abuse

Hi NickelLee, you are welcome. We all just shared what it the upcome data center theme that potential to be multi-baggar in coming 6mths & 2025. Hope we dont miss again, reference to Nvidia super momentum big grow throughout last 2yr, now hit 11folds from lowest price below $100, now skyrocket to $1122 and still continue to up with TP $1500 by analyst. Hope we dont miss this golden opportunity especially all data center sites building finish build and operate, then a massive grow in memory storage products for HDD & SDD especially toward end of 2024 & year 2025 onward.

Posted by Oliver Ooi > 2024-06-07 17:10 | Report Abuse

what a solid closing. next week will challenge 52w new high

Posted by Zachzach > 2024-06-07 17:11 | Report Abuse

Monday shld up higher..after close no one sell - all green

Posted by Zachzach > 2024-06-07 17:11 | Report Abuse

Monday open 0.66 !!

Posted by OTB > 2024-06-07 17:25 | Report Abuse

Posted by NickelLee > 19 minutes ago | Report Abuse

We the individual investors community need detailed calculation to navigate around. We don't have the luxury of big fund managers' resources.

Mr. OTB is an institution by himself.
-------------------
Dear NickelLee,
Continue to work hard and write good articles in I3, you will have a very good future.

I am just an ordinary person, training students to invest in the stock market based on TA and FA.
I join I3 in 2012, Mr Koon spotted me and engaged me to manage his funds.
I also help him to make a lot of money from 2013 to 2015 especially all furniture stocks and VSI.
With Mr Koon's help, I build my capital base and made a lot of money from my investment.
I really appreciate Mr Koon's help, without his help I will not make so much wealth in the stock market.
When good luck strikes you, you will do well.
I was a bit lucky because I invested in a big way to buy Supermx in 2020, this is my life time opportunity to make huge money in 2020.
Always remember, everyone will have his day if you are honest and trustworthy, a nobleman (in Bazi someone helps you from behind scene) will appear to help you to solve all your problem and bring you good luck and plentiful of wealth.

A nobleman will help you soon.
Good luck.
Thank you.

Posted by OTB > 2024-06-07 17:27 | Report Abuse

Dear kkwong13,
Continue to work hard and write good articles in I3, you will have a very good future.

A nobleman will help you soon.
Good luck.
Thank you.

Posted by FortuneBlooming > 2024-06-07 17:40 | Report Abuse

huh😬? closing 64 gah?

walaoweyhhh😘😍🤗!!!

Posted by FortuneBlooming > 2024-06-07 17:40 | Report Abuse

Zachzach:
"Monday open 0.66 !!"

yay🙌!

righty ho🙌🙌!!

hip hip, hooray🙌🙌🙌!!!

Posted by kkwong13 > 2024-06-07 17:47 | Report Abuse

Thank you OTB for the encouragement words.
Also thanks NickelLee on your investment sharing too.

Posted by Zachzach > 2024-06-07 17:53 | Report Abuse

sure greenbull .. towards rm1

Posted by Greenbull88 > 2024-06-07 18:11 | Report Abuse

With Mr OTB, Next week will cross 0.80

Posted by calvintaneng > 2024-06-07 19:11 | Report Abuse

https://theedgemalaysia.com/node/714621

WILL BOOST JCY UP

Posted by badrul1970 > 2024-06-07 19:18 | Report Abuse

good analysis kkwong13 👍👍 .. appreciate your effort !!

Posted by Superlimit77 > 2024-06-07 19:21 | Report Abuse

Weiii....macamana ok semua .....relax.....wakakkakakajaka

Posted by calvintaneng > 2024-06-07 19:28 | Report Abuse

https://blocksandfiles.com/2024/06/06/western-digital-ssds-hdd/

Posted by DickyMe > 2024-06-07 19:30 | Report Abuse

First ensure data centre structures are in construction.
Then verify if wiring work is in progress

Posted by DonLee > 2024-06-07 19:57 | Report Abuse

next week langgit pecah lor

Posted by makeba > 2024-06-07 20:18 | Report Abuse

oooeeehhh..
...no word to say, see on Monday

Posted by zzz1981 > 2024-06-07 20:33 | Report Abuse

amazing how people can come up with so much strategy to boost a stock up so they can sell as they bought low...brilliant