Followers
15
Following
0
Blog Posts
54
Threads
1,443
Blogs
Threads
Portfolio
Follower
Following
2024-06-04 16:53 | Report Abuse
Today is a good day for JCY but not a good day for Notion.
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).
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?
2024-06-03 11:20 | Report Abuse
@FortuneBlooming: the ESOS at 0.25 in such a big volume looks worrying.
2024-06-02 21:56 | Report Abuse
Mah Sing also produce plastic pallets in Malaysia and Indonesia.
www.msplastics.com.my
2024-06-02 21:46 | Report Abuse
@jepun: Mah Sing glove factory in Kapar, Klang, Selangor is still operating.
www.mshealthcare.com
2024-06-01 20:44 | Report Abuse
Mah Sing the Latest to Jump on Data Centre Bandwagon.
https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2024-05-31-story-h-160600083-Mah_Sing_the_Latest_to_Jump_on_Data_Centre_Bandwagon
This one sell on news. First day, it went up 19 sen. Then after market closed, the news was out. On the next trading day, it was down by 21 sen.
2024-06-01 20:34 | Report Abuse
Kuala Lumpur (May 23, 2024)
Sime Darby Property Bhd (KL:SIMEPROP) said on Thursday it will build and lease out a hyperscale data center at its ELmina Business Park in a deal worth RM2 billion "marking the group's entry into the "data center segment ". This news helps SimeProp to jump from RM1.00 to RM1.24.
The Data Centre is for GOOGLE as it is confirmed by the EDGE.
https://theedgemalaysia.com/node/713588
But, for the second news, SimeProp got stuck at RM1.24.
2024-06-01 20:17 | Report Abuse
Jakel invests in data centre project worth RM1.2 bil.
https://theedgemalaysia.com/node/713916
UEM Sunrise and Logos sign MOU to develop data centre campus in Johor.
https://theedgemalaysia.com/node/713819
Now venturing into Data Centres is just like "Little children playing sand". Even non-listed company like Jakel also wants to build a data centre.
For late comers, I think it is too late already.
2024-06-01 15:31 | Report Abuse
Although I do not own any Ranhill share, I find that YTLPOWER is very unfair. The price of Ranhill now (Friday 31.05.2024) is RM1.34 but it force retailers to sell at RM0.995 via Mandatory General Offer. Last time Lembaga Tabung Angkatan Tentera offered to take BPLANT private at the price of RM1.55 when the share price was only around RM1.40 via Mandatory General Offer.
2024-05-31 18:08 | Report Abuse
Now UEMS and LOGO signed an MOU to build a data centre campus in Southen Johor. The more the data centres they come, the smaller the data centres become. How to compete against NVIDIA, Microsoft and Google data centres.
2024-05-31 16:58 | Report Abuse
Closing 1.49. No pump up today in the last 5 minutes. Consider OK loh. Go and take a look.at MAH SING data centre. Yesterday, it went up 19 sen; today drops 21 sen.
2024-05-31 12:09 | Report Abuse
This rr88 is a bad person. Always talk bad about YTLPOWER. Now YTLPOWER dropped, he is so happy.
2024-05-31 11:56 | Report Abuse
rr88 here already. Not a good sign.
2024-05-30 19:28 | Report Abuse
https://klse.i3investor.com/web/cube/blog/blposts/Chloe_Tai_Blog/ChloeTai
What is inside a data centre: HDD (Hard Disck Drive) and SSD (Solid State Drive). JCY, Notion and Dufu are HDD & SSD producers.
2024-05-30 19:25 | Report Abuse
https://klse.i3investor.com/web/cube/blog/blposts/Chloe_Tai_Blog/ChloeTai
What is inside a data centre: HDD (Hard Disk Drive) and SSD (Solid State Drive). JCY, Notion and Dufu are HDD & SSD producers.
2024-05-30 19:24 | Report Abuse
https://klse.i3investor.com/web/cube/blog/blposts/Chloe_Tai_Blog/ChloeTai
What is inside a data centre: HDD (Hard Disk Drive) and SSD (Solid State Drive). JCY, Notion and Dufu are HDD & SSD producers.
2024-05-30 17:07 | Report Abuse
The all time high is RM2.50 in August 2020. Still has legs to climb higher.
2024-05-30 11:52 | Report Abuse
DUFU turns from red to white already but NOTION still in red.
2024-05-30 11:47 | Report Abuse
Today JCY in green but Notion in red. Opposite of yesterday.
2024-05-29 18:49 | Report Abuse
kkwong13 has published a blog explaining clearly on why Notion deserved a RM3 and above share price, due to the rising demand and higher ASP (Average Selling Price) for HDD (Hard Disk Drive) and SSD (Solid State Drive) for the coming AI Data Centres.
2024-05-29 18:43 | Report Abuse
Hope tomorrow morning (30 May 2024) will not be like today morning (29 May 2024) where it gaps down sharply instead of gaps up.
2024-05-29 11:09 | Report Abuse
Dufu also turn white. JCY still.red. Jia yu JCY please.
2024-05-29 10:48 | Report Abuse
Is it that JCY target price is RM0.50. So, it could not go up higher.
2024-05-29 10:47 | Report Abuse
Notion is recovering. Buy JCY still in deep red.
2024-05-28 18:37 | Report Abuse
Synergy House 1st quarter results for FY2024 was below expectation where there is a 12.2% drop QoQ. Analysts are expecting at least a 10% rise QoQ.
2024-05-28 17:38 | Report Abuse
I have gone through JCY home page. It seems that the company has the technology to produce both the usual version of HDD (Hard Disk Drive) and the high tech new version SSD (Solid State Drive). 👍
2024-05-28 17:34 | Report Abuse
pang72: I like your positive comments which bring good luck to all of us. Cheers.
2024-05-28 16:30 | Report Abuse
The whale did not appear today. Danny123 so happy. Anyway, it may appear in the coming days.
2024-05-28 10:04 | Report Abuse
Notion and Notion-D turn back green alteady but don't know can last or not.
2024-05-27 17:44 | Report Abuse
I sapu the NOTION-WD. Premium 16.27% is OK because it is just 10 days old (expiring on 7 May 2029).
2024-05-27 12:39 | Report Abuse
Dear Calvin Tan, why NOTION-WD goes up 12 sen but the mother share only goes up 4 sen?
2024-05-26 17:17 | Report Abuse
Initially, I thought the rise of Notion is by 'goreng' until they came out with their 2nd consecutive profit quarters, then I believe the HDD and SSD increase demands have facts. JCY did not react for the first three days after its profit making quaterly results (turn from loss to profit). It is only on the fourth day it started to react positively. Dufu is not doing very well. Just hope for the best and luck is with us and Calvin Tan (the promoter).
2024-05-26 09:28 | Report Abuse
https://theedgemalaysia.com/node/705528
SunCon secures RM748 mil job to build data centre in Selangor. Data centres keep on booming. How many HDD and SSD do they need?
2024-05-26 09:25 | Report Abuse
https://gamuda.com.my/2024/05/gamuda-bags-rm928-6mil-data-centre-co
Data centres keep on booming. How many HDD and SSD do they need?
2024-05-25 19:24 | Report Abuse
https://www.youtube.com/watch?v=n2b0ljMXyEg
Sedenak Tech Park Johor
Still under construction and will be completed in 3 years time under the care of YTL and YTLPOWER. How many HDD and SSD do they need?
2024-05-25 18:35 | Report Abuse
The SEDENAK TECHPARK is in Kulai, Johore.
2024-05-25 18:34 | Report Abuse
I try searching for data centres in Malaysia. I could only found one, which is STT in Cyberjaya. The SEDENAK TECHPARK is still under construction, but is is going to be the biggest one in Malaysia. Malaysia is still quite far behind.
2024-05-25 13:51 | Report Abuse
In terms of Solid State Drive (SSD) and Hard Disk Drive (HDD) producers, Notion and Dufu are much better than JCY. But I cannot afford to buy them. So, I have no choice but to buy JCY. Calvin Tan has stated that the immediate target price of JCY, which I bought at RM0.445 is RM0.50. Calvin Tan stated that JCY should be 73 sen after the August and November 2024 results. JCY has stated in their quarterly report that the 2nd half will be better than the first half for FY2024.
2024-05-24 17:05 | Report Abuse
Dear Calvin Tan, In terms of Solid Disk Drive (SSD) and Hard Disk Drive (HDD) producers, Notion and Dufu are much better than JCY. But I cannot afford to buy them. So, I have no choice but to buy JCY. May I know what is target price of JVY, which I.bought at RM0.445.
2024-05-23 18:19 | Report Abuse
Got to close at only RM1.47. Tomorrow reload bullets and try again. Kenanga's target price is RM1.60. Break major road blocks at RM1.48, RM1.49 and very very big at RM1.50.
2024-05-22 09:18 | Report Abuse
If got problem, send an email to is.enquiry@my.tricorglobal.com
2024-05-22 09:17 | Report Abuse
Register first at https://tiih.online
The online AGM will be handled by TRICOR REGISTRAR. Register yourself when the registration of MAHSING AGM is open. One day before the AGM, they will send you an email. Just click and you can join the online AGM.
2024-05-22 09:05 | Report Abuse
@11wenhau11: it is an online AGM.
2024-05-21 15:51 | Report Abuse
MAHSING 1st quater FY2024 results on 31 May 2024. MAHSING AGM is on 27 June 2024.
2024-05-21 10:06 | Report Abuse
Why today 21 May 2024 all the buy/sell Q in small volume. Mahsing taking a rest today? Tomorrow Wesak day holiday.
2024-05-20 16:58 | Report Abuse
@EngineeringProfit: KSL 1.96. If can reach that price, how nice.
Stock: [NOTION]: NOTION VTEC BHD
2024-06-04 17:14 | Report Abuse
I always look highly on pang72 on positive thinking.