Dear friends of i3 Forum,
We now SEE A DOUBLE COFIRMATION That We Are in A Data Center Plus Ai Propelled Bull Run Time By Double Confirmation: FROM JCY & NOW FROM NOTION
Refer to Both JCY & NOTION VTEC Announcement in Bursa
First.
See JCY
ADDITIONAL NOTES REQUIRED BY THE LISTING REQUIREMENT OF BURSA MALAYSIA SECURITIES BERHAD
B3. 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.
Read again
the Group expects the
performance of the second half year to be better than the first half.
WHY SHOULD 2ND HALF BE BETTER THAN FIRST HALF?
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.
a 3% increase Quarter on Quarter (QoQ)
in units shipped
and 22% QoQ total Storage Capacity shipped, increasing to 262 Exabytes(EB)
In other words only 3% increase in Sales Delivery
But Value jumped by 22% or Profit up by 22%
That means 22/3 = 7.33 X or 733% JUMP IN PROFITS!
a) Revenue increasing driven by increasing demand for storage products, both Hard Disk Drives
(HDD) and Solid State Drives (SSD). Our customers have started seeing some recovery in HDD
demand and that is translating to more demand for the Groups offerings. We are seeing this
sustained increasing factory capacity utilisation throughout the whole quarter.
Above JCY Stated it got both HDD (Hard Disk Drive) & SSD (Solid State Drive)
This result is even more
significant given that the Group’s capacity utilisation is still less than 50% in the reported quarter.
Even with less than 50% capacity utilisation in the reported qtr it produced this SIGNIFICANT RESULT
HOW MUCH MORE PROFITS WILL SECOND QTR BE WHEN JCY RAMP UP PRODUCTION
Now See Prices of HDD are Up by 20%!
Hard drives are now being sold at elevated prices and the sector is even experiencing shortages thanks to AI-driven demand, which has similarly boosted prices for SSDs and GPUs.
At least one hard drive manufacturer, Western Digital, has expressed its intentions to raise hard drive prices per a letter shared by TrendForce. The letter, penned by channel SVP Scott Davis on April 8, says: "Western Digital is seeing higher than expected demand across its entire flash and hard drive portfolio resulting in supply constraints."
THERE IS NOT ENOUGH HDD TO MEET DEMAND AND SO PRICES ARE GOING UP
Now See NOTION
Reference is made to the unusual market activity query dated 18 June 2024 in respect of the sharp rise in the price of Notion VTec’s securities recently (“trading activity”) (collectively “UMA Query”).
After having made due enquiries with the Directors, major shareholders and such other relevant persons, and to the best knowledge and belief, the Board of Directors of the Company wishes to provide the following replies to the queries in the same orders as the UMA Query:
i) Strong Financial Performance Recovery
Notion VTec has reported positive returns in first and second quarters of financial year 2024 (“FY2024”). Our financial results have shown consistent improvement, demonstrating our resilience and effective strategic initiatives. Investors, both retail and institutional, have responded positively to our performance, reflecting their confidence in our ongoing business prospects.
Notion said both retail & institutional investors have responded positively to Notion's performance
In other words FUNDS are now in NOTION
ii) Industry Turnaround
In line with technology stocks growth on the NASDAQ stock market, Notion VTec being a technology stock has benefitted from a notable turnaround of the Hard Disk Drive (HDD) and Electronics Manufacturing Services (EMS) sectors. Furthermore, in the Automotive sector, Notion VTec may benefit from the trade tension between China and the West with the recent increase in import tariffs of aluminum and steel products exported from China to the United States of America with the possibility of major customers reallocating more orders in the coming quarters.
In other words turnaround or CYCLICAL RETURN OF DEMAND FOR HDD HAS RETURNED
NOTION QUALIFIES AS A TURNAROUND IN PETER LYNCH'S 6 CATEGORY OF STOCKS
This increase in sales was highlighted in the commentaries of unaudited quarterly financial report for the second quarter of FY2024 where we mentioned that the second half of FY2024 may outpace the first half of FY2024.
Now take note very very very carefully
the second quarter of FY2024 where we mentioned that the second half of FY2024 may outpace the first half of FY2024.
IN BOLD
THE SECOND QUARTER OF FY2024 WHERE WE MENTIONED THAT THE SECOND HALF OF FY2024 MAY OUTPACE THE FIRST HALF OF FY2024
READ ONE MORE TIME
THE SECOND HALF OF FY2024 MAY OUTPACE THE FIRST HALF OF FY2024
OUTPACE MEANING
SINCE JCY, NOTION AND DUFU HAVE ALL STATED THEIR VERY POSITIVE STANCE REGARDING HDD
WE EXPECT THEIR PRICES TO GO UP
HOW HIGH THEY WILL REACH YET TO BE SEEN
ONLY WAY TO KNOW IS TO BUY AND HOLD ALL THROUGH THE 2ND HALF OF 2024 IRRESPECTIVE OF WHAT OTHERS OR ALL OTHERS NAYSAYERS OR DOUBTERS SAY
THANK YOU
With Warm Regards
Calvin Tan
Please buy or sell after doing your own DUE DILIGENCE Or Consult Your Remisier/Fund Manager
STOP PRESS!
ONE MORE BULL STOCK
HEXCAP OWNS 49% OF TRANSGRID VENTURES
AND TRANSGRID HAS A "TREMENDOUS GRIP" ON MAJOR TNB PROJECTS"
TNB COMING JOB AWARD IS A WHOPPING RM90 BILLIONS
Created by calvintaneng | Jun 25, 2024
Created by calvintaneng | Jun 24, 2024
Created by calvintaneng | Jun 20, 2024
FIBER OPTIC - A VITAL CONNECTOR IN DATA CENTER & FOR WORLD WIDE CONNECTION AT SPEED OF LIGHT
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-20-story-h-158869389-FIBER_OPTIC_A_VITAL_CONNECTOR_IN_DATA_CENTER_FOR_WORLD_WIDE_CONNECTION_
OPTIC FIBER NEEDED IN DATA CENTER
1 week ago
calvintaneng
APART FROM THESE THREE UPCOMING BULL STOCKS : JCY, NOTION & DUFU
WE THINK HEXCAP (OPCOM 0035) WILL ALSO GO INTO A BULL RUN
HEXCAP HAS 4 INCOME STREAMS JUST LIKE NOTION
NOTION
1) HDD DRIVE
2) EMS
3) DIGITAL CAMERA
4) FACE MASKS
ALL FIRING UP WITH 4 ENGINES!
HEXCAP
1) FIBER OPTIC BY OPCOM. THIS IS A MUST FOR 5G & DATA CENTER & LONG DISTANCE FIBER OPTIC TRANSMISSION AT THE SPEED OF LIGHT
100 DATA CENTERS FROM MALAYSIA TO ALL OTHER 10,000 DATA CENTERS ON EARTH CAN BE REACHED BY OPTIC FIBERS AT THE SPEED OF LIGHT IN JUST ONE/TWO SECONDS
2. TRANSGRID VENTURES (HEXCAP BOUGHT 49%) THIS IS "TREMENDOUS GRIP" ON TNB PROJECTS
SEE
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-14-story-h-159638897-TNB_SUBSTATION_PROVIDER
3. HEXCAP TOP OWNER OF BINACOM. JUST GOT TNB CABLING PROJECT
4. CONSTRUCTION: AWARD: RM97 MILLIONS PROJECT FOR HOSTEL
HEXCAP WILL PARTICPATE IN DUAL 5G AS IT IS A PARTNER OF ERICSON
https://www.thestar.com.my/business/business-news/2024/06/18/fahmi-malaysia-ready-to-roll-out-dual-5g-network
1 week ago