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2014-05-05 16:23 | Report Abuse
Hi hilmi, will it reach below 0.10? If yes, then the PE will be about 2.5, a wonderful business ;)
2014-05-05 15:52 | Report Abuse
Hi all, Any news mentioned Instacom lost the government project, or OCK won the project?
2014-05-02 23:07 | Report Abuse
(吉隆波2日訊)隨著JCY國際(JCY,5161,主板科技組)交出亮眼的首季業績,分析員看好市場對硬盤需求量的強勁走勢將恢復該公司的盈利表現,令其估值依舊保有吸引力。
基於個人電腦銷售量滑落,拖累硬盤需求轉弱,JCY國際在2012至2013財政年陷入盈利暴跌的困境。然而,聯昌研究稱硬盤銷量的整體跌幅其實來得比個人電腦銷量的跌幅小,相信主要是企業市場以及移動硬盤市場的需求上漲,抵銷個人電腦銷量滑落的衝擊。
在去年下半年需求出現改善的情況下,聯昌預測硬盤銷量將會觸底反彈。2013年末季的全球硬盤銷量其實已寫下4.7%的按年增長,較預期表現更佳。
聯昌表示上述良好的表現主要歸功於移動硬盤市場和企業市場的銷量增長,分別按年走高7.5%以及21%。聯昌看好企業市場的強勁成長將為JCY國際帶來擴大雲端存儲業務的機會,藉此撤離滑落中的個人電腦市場。
此外,憑藉超薄硬盤產品的發展,聯昌亦相信JCY國際有望進軍平板電腦市場。假若該公司成功在該市場取得牽引力,聯昌估計其賺幅將可進一步獲得擴大。
與此同時,有鑑於部份同行業者正努力從泰國的洪水中復原過來,聯昌預測業者之間有可能面臨一輪的整合。作為全球最大硬盤零件製造商之一,JCY國際坐擁1億2千700萬令吉的淨現金。聯昌看好該公司在尋求潛在併購方面處於有利的位置,可藉此達到更好的經濟規模。
另外,基於JCY國際的主要客戶--威騰電子(Western Digital)和希捷(Seagate)在高平均售價的情況下仍取得良好的訂單量,聯昌相信市場不會陷入價格戰。2014年的硬盤平均售價料持平,有助減緩該公司所承受的售價壓力。
儘管如此,聯昌還是提醒該公司潛在的風險,即來自固態硬碟(SSD)的威脅、原料成本上升以及美元走弱。
聯昌預計該股的估值介於99仙至1令吉零7仙之間,意味有31%至42%的上漲空間。(星洲日報/財經‧報道:孔令堯)
2014-05-02 10:50 | Report Abuse
net profit increased from 6.8m to 25.5m
2014-05-02 10:43 | Report Abuse
Slow n steady......
2014-04-21 10:54 | Report Abuse
Exactly what the BP wants, everyone loss their patience and sell to them cheap.
2014-04-21 10:48 | Report Abuse
Just a temporary setback due to speculation, it will come back.
2014-04-18 09:39 | Report Abuse
fire1086, do you mean that you do not want to take the new share?
Can, it's eligible to all share holders but not compulsory.
Anyone, pls correct me if I'm wrong.
2014-04-18 09:21 | Report Abuse
It only will go lower, not higher.
2014-04-18 09:16 | Report Abuse
Just imaging why they are acquiring Jiwa Holdings, a company mainly involved in interior design. What are the linkages of interior design with Tan Chong, C&C, 7-Eleven etc?
Stock: [VINVEST]: VINVEST CAPITAL HOLDINGS BERHAD
2014-05-05 16:26 | Report Abuse
If the company is in deep shit, why those major share holders still holding 80.38% of the total share?