Jetstream: "This morning's panic seems serious. What is the news that caused it?"
to give it a positive vibe, I would see it as just a normal part of the hustle and bustle of investing life, just something you gotta take in your stride
that's why I prefer something like jcy, becos even when down it still feels strong secure🔐 enough for me to keep holding❤️🩹💜💙
Actually Notion share price up, received UMA is simple direct reason. First of all, for those mid to long term investors (institution/retailer/corporate) continue to buy Notion for its future projection revenue growth of more data centers going to be build, ready & operate by end of 2024 & 2025 onward, which gradually convert into producing more output part ship to larger capacity HDDs volume growth (both Western Digital & Seagate). This to support data centers expansion requirement to extend into year 2030 (per industry expert projection of CAGR 9.6% annually). As a result, tons of billion of HDDs will be produce to meet data centers' customer demand across the globe due to raising AI cloud & AI data centers shortage storage memory.
2nd, Notion's executive Chairman Mr. Thoo reported on his last May'24 TheEdge interview column, clearly stated Notion upcoming end FY25 will observe major catalyst boost of Notion's revenue as its new catalyst aluminium extrusion & machining venture will increase additional +RM500mil/annual. Currently in, advanced negotiation stage with potential Chinese partnership will be reported by 2H'24.
Below is the catalyst from the TheEdge interview summary for review:
a) HDD: Revenue up 30% + high confidence continue expand 5 years due to recovery enterprise cloud & new data centers volume expansion.
b) Automotive: Revenue up 35% + continue grow on new customer South Korea supply volume production of solenoid valves, starting 2HFY2024
c) EMS: Revenue up additional 35% due to few new EMS clients taken on-board in high-end electrical appliance
d) Aluminium extrusion & machining venture [New catalyst]: Revenue additional RM500mil/annual + advanced negotiation stage with potential Chinese partnership driven by need to relocate out of China operation due to US-China trade tension & US tariff hikes on Chinese imports, starting early FY2025
For FY2024, Notion's Board is confident that it is a turnaround year, expectation is for 2H'FY2024 to out-pace 1H'FY2024
speakup: "WELCOME TO CASINO DE BURSA! Bet small win small BET BIG WIN BIG! INI KALILAHHHHHHHHHH!!!! ALL IN!"
now, my first impulsive response earlier this morning🌅: sweet cantik siut cun steady lady like jcy not suitable for crude grumpy old geezer like mr speakup lor
better he and guys like him go take a short day trip to genting lor😹💖❤️❤️🩹
speakup: "WELCOME TO CASINO DE BURSA! Bet small win small BET BIG WIN BIG! INI KALILAHHHHHHHHHH!!!! ALL IN!"
well, I don't know🐱😺, on second thoughts🤔🧐, maybe having a few guys with some swashbuckling cavalier kind of attitude as yours on board could in fact be of some benefit to our jcy ship❤️🩹
but not too many of them at the same time huh, ha ha😬
Malaysia's rapid emergence as a data center powerhouse in Southeast Asia is fueled by the increasing demand for cloud computing and AI. If the planned capacity for data centers comes online, Malaysia will rank just behind the larger economies of Japan and India in this sector. This growth is likely to benefit businesses operating in this space, particularly in terms of profitability and share price performance.
As a specific example, companies like JCY International, which are involved in the data center supply chain, are expected to experience positive business outcomes and potentially see an increase in their share prices due to this booming demand. The expansion of data centers will drive up the need for components, infrastructure, and services related to data storage and management, providing a significant boost to these businesses.
Aiyah !! you all are still bzbody ding dong-ding dong...all give negative comments haha, I only believe my Si Fu John Soh CW told me to buy as much as possible, now I SAPU wait time GOYANG KAKI, SENANG HATI cheer !!
GUYS!! Opportunities wait for no one. Opportunities are reserved for those who are prepared and believe in them. Opportunities are not left to negative people. They will only leave behind regrets.
a friend who brought a system to check counter graph told me today JCY is under correction mode which is normal as a counter cannot go up up all the way. he told me this counter on long term basis will be listed under the blue chip
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Gentingbig
316 posts
Posted by Gentingbig > 2024-06-18 12:14 | Report Abuse
by now we shud have realise 2 things
when JCY up then notion down
when notion up then jcy down
it s funny but its also the truth