Posted by HorseyKL > 3 weeks ago | Report Abuse

Thanks kkwong33 for your info. 👍

Posted by juon > 3 weeks ago | Report Abuse

fuuyohh......kena tiu again

everyday kena tiu....pergi jamban ada senang sikit

Posted by hng33 > 3 weeks ago | Report Abuse

Cut jcy at 70.5sen, swap all to notion due to message from Notion...

The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.

Posted by hng33 > 3 weeks ago | Report Abuse

Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.....only
winner take all market share.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559

Posted by ShTan1 > 3 weeks ago | Report Abuse

so mean JCY also can be selected vendors?

Posted by hng33 > 3 weeks ago | Report Abuse

Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in tandem with the unit of shipment, which has been falling over the years because low-end HDDs are being replaced by solid-state drives (SSDs), which are faster, lighter, more durable and consume less energy.

In summary,
1. JCY correlate with HDD unit shipment and low end HDD use in PC
2. Dufu and Notion correlate with HDD capacity and high end HDD use in hyper scale data center

Posted by kkwong13 > 3 weeks ago | Report Abuse

HDD business on 3 main customers (WDC, Seagate, Kioxia) all are using these 3 suppliers JCY, Notion & Dufu as their part counterpart all the times since before IPO, tied to their operation systems for many years ago, supply parts to HDDs, since day one.

Posted by Ravetidus > 3 weeks ago | Report Abuse

so hng33 is saying JCY is not qualified to supply to WD & Seagate?

Posted by flyhub888 > 3 weeks ago | Report Abuse

wait news out first to go as catalyst got JCY . u cn see JCY lack of news unlike NOTION.

Posted by ShTan1 > 3 weeks ago | Report Abuse

that just hng33 opinion from Notion note. and if KKwong ad said JCY are among the supplier. Then JCY may get the pie as well

Posted by DickyMe > 3 weeks ago | Report Abuse

Continue bloodbath for another month!

Posted by ChloeTai > 3 weeks ago | Report Abuse

An SSD components are a controller which performs a role similar to the CPU in a PC as cache memory, NAND flash for data storage and DRAM which links between the SSD and the external devises.

Posted by ChloeTai > 3 weeks ago | Report Abuse

Does JCY got so high technology? I do not think so. All our country DC will have to import from WD, SEAGATE or TOSHIBA.

Posted by ChloeTai > 3 weeks ago | Report Abuse

A HDD components are platters, a spindle assembly and an actuaror assembly plus a casting to strore those three components. JCY only supply the casting. The most important component is a logic board that controls the operation of the HDD.

Posted by blazer999 > 3 weeks ago | Report Abuse

kenchana ~ kenchana ~ teng teng teng teng teng ~ ku menahan rasa sakit ~ rasa sakit ~

Posted by ChloeTai > 3 weeks ago | Report Abuse

Hence, our country DC got to import the HDD from Seagate, Western Digital or Toshiba.

Posted by ChloeTai > 3 weeks ago | Report Abuse

Going up from 65 sen to 93 sen is very exciting. Now down from 93 sen back to 65 sen. Calvintaneng is the culprit.

Posted by Cnlim > 3 weeks ago | Report Abuse

Chloe Tai I think you are quite naive JCY is always machine parts for HHD all along if HHD got the technology the price will be us 50

Posted by Cnlim > 3 weeks ago | Report Abuse

Seagate US 90 western Digital US 70 just think if JCY got the technology JCY will be in KLSE index not cheap shares for retailers to punt

Posted by Cnlim > 3 weeks ago | Report Abuse

Notion Dufu n JCY are machining parts used for HHD n SSD n now strong demand for these products

Posted by ChloeTai > 3 weeks ago | Report Abuse

Got to force hng33 to cut lost in JCY to move to Notion. What if Notion continues to fall? For me just keep the profit (minus today lose a bit) back into the bank.

Posted by Cnlim > 3 weeks ago | Report Abuse

if you already buy or sell is up to you KLSE is the only legal casino for everybody I not bother whether sifus buy or sell

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

Well, I am no sifu at all, but reading through everything I would be inclined to consider🤔 kkwong13's assessment as the most balanced, the most rightly nuanced and the most complete

so I won't be switching to notion just yet, while some others might choose to think🧐 differently

Posted by Shotthebull > 3 weeks ago | Report Abuse

Investors are collecting. Speculators are selling.
TAYOR
Trade At Your Own Risk

Posted by Shotthebull > 3 weeks ago | Report Abuse

Buy low sell high
If you can stomach the risk of the ups and downs and have spare money to lose, that's fine.
If you are afraid to lose your money and want a quickie profit or cut loss.. sell. Easy decision.

Posted by DickyMe > 3 weeks ago | Report Abuse

Normally, when I get flagged for comments then I know what I said is right.
This is from, almost 10 years experience in i3 forum.

Posted by smartinvest123 > 3 weeks ago | Report Abuse

In HDD field, one of the Group’s subsidiaries, JCY
HDD Technology Sdn Bhd (“JCY HDD”), had been
qualified by its customer to supply a component for
HDD high-end segment in the FYE2022 and small
volume manufacturing had started in the late FYE2023.
JCY HDD will work closely with the customer through
our excellence in engineering and quality and continue
to venture into high-end spectrum of the HDD market,
which is seeing double digit growth.

Posted by smartinvest123 > 3 weeks ago | Report Abuse

Barring unforeseen
circumstances, industry observers have forecasted that
the demands for HDDs will start recovery in the second
half of the FYE2024, from its historical lows. The overall
HDD demands in the calendar year 2024 are expected to
surplus that of the year 2023, with gradual year-on-year
growth throughout the year 2027.
It is also noted that JCY is already qualified and shipping
or is being qualified on platforms in the high-end HDD
segment that are seeing year on year growth. JCY
remains optimistic of the HDD industry and there is no
new structural change in the dynamics of the digital
storage industry.

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

Well, I am no sifu at all, but reading through everything I would be inclined to consider🤔 kkwong13's assessment as the most balanced, the most rightly nuanced and the most complete, thanks buckets, sifu🙏🙏🙏

so I won't be switching to notion just yet, while some others might choose to think🧐 differently

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

great stuff😎, mr smartinvest123

keep up the good work with those kinds of useful relevant updates of yours🐱🙏

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

hng33:
"Cut jcy at 70.5sen, swap all to notion due to message from Notion..."

sorry, sifu hng33, but you seem to lately have transformed into a constantly vacillating regularly mind shifting counsel, for reasons likely much better known to yourself, rather than a firm steadfast resolute judge of matters and situations

sorry dude, no no no, no go for me, I'm much more aligned with the much robuster much longer term views of sifus calvintaneng and kkwong13 on jcy

maybe some others might want to think🤔 kind of somewhat differently, that is of course their own personal choice

Posted by Vicky > 3 weeks ago | Report Abuse

https://markets.businessinsider.com/news/stocks/nvidia-price-prediction-nvda-250-price-target-6-trillion-valuation-2024-6

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

that's right, Vicky, but we'll just let our short term thinking friends play their favourite way for the time being lor

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

Jonathantyp:
"Kikikikikjkikkkki those who still hold to it. Good luck. Nvidia gone case"
"All gone from tomorrow"

okay lor, Jtyp dude😎, whatever you say lor, but I just hope that you will not have to eat your hat soon🐈

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

more still yet to come from Nvidia

https://www.fool.com/investing/2024/06/27/nvidia-stock-up-150-ai-stock-do-this-second-half/

Posted by Greenbull88 > 3 weeks ago | Report Abuse

Waiting above RM2

Posted by Michael Kwok > 3 weeks ago |

Post removed.Why?

Posted by Vicky > 3 weeks ago | Report Abuse

Reduce subsidies govn even got more monies to focus on country development causing foreigner direct investment to come to Malaysia. It is a positive news ya..

Posted by calvintaneng > 3 weeks ago | Report Abuse

Good morning from Chiang Mai

Good news so far that gives strength to Hdd/ Ssd bull run

1. We see Notion substantial holders buying.

2. We also see Notion insider buying

3.Last night in both Seagate and Western Digital are up

Plus we see lots more Data Centers being set up on earth

We are now in a confirmed Data Center bull run time

So do not stray to other lesser investment

In a Wedding

The most important persons are

1. The Bride
2. The Bridegroom

The rest though important are only secondary

Without these two there is no wedding and it will be called off

All others like bridesmaid, bestman, father who gives away the bride, flower boy/girl, furnishing, building, bouquet of flowers , food, drinks, and all others are irrelevant if Bride and Bridegroom not there


So is Hdd/Ssd (The Bride and Bridegroom of a Data Center)

So we invest in Jcy, Notion & Dufu


Do not get distracted

Hdd/ssd bull can give 300% to 500% gain

Or up to 1,000% profit eventually at its peak

So stay the course

Don't miss the best part of the bull by wandering away or get lured away by lesser promising stocks

This once a generation DC & Ai Superbull still young

So hold tight

Posted by calvintaneng > 3 weeks ago | Report Abuse

We see both Insiders and substantial holders of both

Notion and Dufu buying

Very good pointer to an upcoming HDD bull run

Posted by NatsukoMishima > 3 weeks ago | Report Abuse

Lose your underwear soon !

Posted by Ravetidus > 3 weeks ago | Report Abuse

Jonathan, time to take your medicine

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

calvintaneng:
"Don't miss the best part of the bull by wandering away or get lured away by lesser promising stocks

This once a generation DC & Ai Superbull still young

So hold tight"

precisely, absolutely, Sifu, can't agree with you more

your solid unstinting advocacy for long term investing over short term play remains a bright🌞 guiding light and a bull sturdy🐂 pillar of resolve for many of us

thanks loads, Sifu Calvin, for continuing to give strength and faith to us long term jcy believers and supporters🙏💖🙏

keep up the good👍 work, man

Posted by FortuneBlooming > 3 weeks ago | Report Abuse

Michael Kwok:
"Jcy sell call 80-81 cents
Look overbought
13/6/24 10.43am"
"Sell call Jcy 70.5 cents notion 2.07
The market no power because ... ...
28/6/24 7.36am"

sorry, Sifu MK, can't take your latest 70.5 sell call of today, after your bad 80.5 sell call of 13 June 2024, couple days after which jcy climbed further up to hit day peak 94

Posted by bargainhunters > 3 weeks ago | Report Abuse

jcy coming back in july... today last day to buy

Posted by nasgee > 3 weeks ago | Report Abuse

flyyyyyyy vroommmm fasterr still got seattt...vroommm

Posted by makeba > 3 weeks ago | Report Abuse

oooeeehhh...
Last pick up, this week..
Then fly by 1.07 till 1.60....

Posted by Ron90 > 3 weeks ago | Report Abuse

its turning ..

Posted by Lightofheaven > 3 weeks ago | Report Abuse

tipu punya...lose many money liao

Posted by NgWS90 > 3 weeks ago | Report Abuse

Wait it drop below 70 cents and catch. Kindda missed out that day ..