NOTION'S REPLY TO UMA CONFIRMED THAT WE ARE NOW IN A DATA DRIVEN HDD BULL RUN TIME (Time To Buy JCY, NOTION & HOLD TIGHT) , Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-19-story-h-158900017-NOTION_S_REPLY_TO_UMA_CONFIRMED_THAT_WE_ARE_NOW_IN_A_DATA_DRIVEN_HDD_BU

NOTION'S REPLY TO UMA CONFIRMED THAT WE ARE NOW IN A DATA DRIVEN HDD BULL RUN TIME (Time To Buy JCY, NOTION & HOLD TIGHT) , Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-19-story-h-158900017-NOTION_S_REPLY_TO_UMA_CONFIRMED_THAT_WE_ARE_NOW_IN_A_DATA_DRIVEN_HDD_BU

NOTION'S REPLY TO UMA CONFIRMED THAT WE ARE NOW IN A DATA DRIVEN HDD BULL RUN TIME (Time To Buy JCY, NOTION & HOLD TIGHT) , Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-19-story-h-158900017-NOTION_S_REPLY_TO_UMA_CONFIRMED_THAT_WE_ARE_NOW_IN_A_DATA_DRIVEN_HDD_BU

https://hackernoon.com/examining-the-impact-of-a-hard-drive-supply-chain-crisis-on-ai-and-digital-advertising

Trillions $$$ companies depend on Hdd/Ssd products

We are now in the superbull run of Hdd/ssd for year 2024 just like we were in 2020 glove superbull

Only difference is glove bull stopped on its track by overproduction among local players, new entrance of China gloves plus the vaccines that ended the glove bull

For Hdd/ssd the time barrier to entry can be up to 20 years
Plus demand is now more than supply
These new demands from Ai are backed by Trillion companies like Tesla, Amazon, Google, Microsoft and others

Notion also spoken loud and clear
' The second half may outpace the first half"

In other words

2nd half of 2024 will see Notion report even better profits!

That echoes what Jcy already said that the 2nd half will be better than the first half"

We have the testimonies of two (not just one) companies that we are now in "HDD BULL RUN" TRIGGERED BY AI AND DC

If Notion with 23% Hdd can do well
Dufu with 72% Hdd sure can excel

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3453308


31 May 2024

2/3 into Aug 2024 reporting results

Notion Managing Director bought 500000 shares of Notion

that means Aug 2024 results will be good

If Notion with only 23% HDD can do well

Jcy majors in HDD/SSD should excel

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3453308


31 May 2024

2/3 into Aug 2024 reporting results

Notion Managing Director bought 500000 shares of Notion

that means Aug 2024 results will be good

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3453308


31 May 2024

2/3 into Aug 2024 reporting results

Notion Managing Director bought 500000 shares of Notion

that means Aug 2024 results will be good

Jcy Klang

total Jcy got 10 factories

supply HDD/SSD to Seagate, Western Digital

in turn supply to whole World 10,000 DC centers

https://youtu.be/Pew7JG2OShk?si=59-Ajf9k7FeqrZqx

Factory in klang

happy productive workers of Jcy

given lunch and lucky draw

https://youtu.be/Co_Ed550Wko?si=nq4Dosk1Ic27_nZK

Dell Ceo said
Need 100x more Hdd

Demand more than supply by 10,000%
So get more workers Jcy

The more the merrier

https://vt.tiktok.com/ZSYf2BppW/

Tell you what?

Dell Ceo said Ai and Dc center need to increase by 100X in 10 years

So Jcy need to expand

And no fear of competitors
It take 15 to 30 years to start new Hdd/ Ssd factory

https://youtu.be/Q1HShaDPqKU?si=m5Z-wcpX6Epnahrh

How to ramp up?

Easy lah

Just get more Bangla workers

Low wage. High profit products

And that fantastic turnaround result only from 50% operation

Now Jcy said 2nd half year results will be better than 1st year

So?

So they ramp up business to 80% or 90% capacity

Jcy last qtr positive

And only increased Shipping products by 3%
But garnered a higher profit of extra 22% due to higher quality product

So it has amplified profit by 7x more

Remember

We are buying into a fundamentally strong company
Jcy supply Hdd/ssd to Seagate

Seagate business not enough Hdd/ssd

So Seagate raise prices by 20% and will raise more

If Seagate share price now Usd105 (year high) Jcy should also do well

Last time Glove superbull from April 2020 to August 2020

in these 5'months of intense epidemic Gloves shares went ballistic

now Dell CEO said they need 100X more Data HDD for next 10 years
so there is intense demand for HDD in Seagate, Western Digital and Toshiba for HDD parts

this DC and Ai bull is real and on-going

better sit tight

"Sustain your patience Great movements take time to develop "

Fantastic Notion
Newtonian Law of Motion Moving Notion up by 4 engines of growth

1. Hdd for Dc
2. Ems
3. Digital camera
4. Face Masks

Eagle Vision First Mover group
First bought Notion at 52.5 sen
Now up by over 270%

Next will be
Hexcap (Opcom 0035)

Also 4 engines of growth

1. Optic Fibers (A must have for Data Center, internet and 5G)
2. Transgrid Ventures (Newly acquired)
3. Shares in Binacom
4. Construction of hostels

All 4 engines will propel Hexcap just like Notion
Do not play contra
Just buy hold one to two years best

Should match or better than Notion

SEE I BOUGHTV NAIM AT 76 SEN

NOW NAIM UP

SO?

SO BUY HEXCAP NOW BELOW 70 SEN AS IT WILL ALSO GO UP

SEE

See this

Posted by tankahban > 13 hours ago | Report Abuse

RM 90 billion capex is a huge,
say 20% awarded to Transgrid = 90 billion x 20% = RM 18 billion in 6 years
Hexcap owned 49% of the Transgrid = RM 18 billion x 49% = RM 8.82 billion
Assumpt the profit margin is 18% = RM 8.82 billion x 18% = RM 1.59 billion profit before tax
RM 1.59b divided by 6 years = RM 265 million profit annually

RM 265 million / 447 million NOS = RM 0.59/ share

RM 0.59 x 10 PE = RM 5.90

For Transgrid One Engine, exclude Opcom, Binacom

PANG 72

See this

Posted by tankahban > 13 hours ago | Report Abuse

RM 90 billion capex is a huge,
say 20% awarded to Transgrid = 90 billion x 20% = RM 18 billion in 6 years
Hexcap owned 49% of the Transgrid = RM 18 billion x 49% = RM 8.82 billion
Assumpt the profit margin is 18% = RM 8.82 billion x 18% = RM 1.59 billion profit before tax
RM 1.59b divided by 6 years = RM 265 million profit annually

RM 265 million / 447 million NOS = RM 0.59/ share

RM 0.59 x 10 PE = RM 5.90

For Transgrid One Engine, exclude Opcom, Binacom

PANG 72

See this

Posted by tankahban > 13 hours ago | Report Abuse

RM 90 billion capex is a huge,
say 20% awarded to Transgrid = 90 billion x 20% = RM 18 billion in 6 years
Hexcap owned 49% of the Transgrid = RM 18 billion x 49% = RM 8.82 billion
Assumpt the profit margin is 18% = RM 8.82 billion x 18% = RM 1.59 billion profit before tax
RM 1.59b divided by 6 years = RM 265 million profit annually

RM 265 million / 447 million NOS = RM 0.59/ share

RM 0.59 x 10 PE = RM 5.90

For Transgrid One Engine, exclude Opcom, Binacom

Posted by pang72 > 2 seconds ago | Report Abuse

The news of 1st nvidia server out from factory broke out, you will see pe100

Don't waste time

See you missed Notion by selling too early

Go buy Hexcap(0035) still in early bull

Hexcap is the 2nd Notion

In Spore Army

They say, "if you can see the missile fired, then too late to prepare"

By the time all the earnings of Hdd/ssd bull stocks show positive and great results it is no longer cheap to buy

Can Hexcap be Hextech 2?

or Hexcap can go up like Notion VTEC?

Notion gone up from 52.5 sen to all time high of Rm1.92 today

Notion got 4 engines of growth

Hexcap also got 4 engines of Growth

Notion got HDD, Ems, Digital Camera and Face Masks

Hexcap got Fiber Optics, Transgrid Ventures, Binacom and Construction

Seagate up Jcy down
So buy Jcy

And many stale holders of Opcom time still do not know Hexcap has bought into Transgrid Ventures which is a game changer

once Sinchew, Star, Edgedaily and others finally wake up and start writing about Transgrid Ventures Then Hexcap won't be so cheap anymore

for now only since i3 forum talked about Hexcap only less than 10% are aware of Hexcap potential

So this Hexcap bull still young

Seagate at new high
Jcy major business is with Seagate

Notion all time high Rm1.92 today breached

Jcy still a laggard

Jcy majors in hdd/ssd while Notion only 23% in Hdd
So any pull back in Jcy is an opportunity

In a bull run

Best course of action is?

Buy and forget

Or buy, sit still do nothing, let your profits run

Sustain your patience great movements take time to develop

Ericson will play a part in this 2nd 5G set up
And Hexcap is partner of Ericson

So Hexcap got another engine of growth

http://www.digital-nasional.com.my/

All stale holders from Opcom time will regret selling at this time or cutting loss

Just like so many sold and cutloss on Jcy at 32 sen to 40 sen when Eagle Group was buying

Rm90 Billions job from Tnb on the way

Another engin of growth for Hexcap will also start soon

For Jcy, Notion, Dufu and Hexcap their time have come

"Nothing in the world is more powerful than an idea whose time has come

-- Victor Hugo

Good morning Mr Speakup

there is a thin line between investing and gambling

Gambling always lead to losses
Investing in Real solid companies in their "time" will lead to gains

Post removed.Why?

https://youtu.be/ImO73mcvq3U?si=5kMiBzypmA3DsM0w

https://youtu.be/08leLkpsi_w?si=Ig27F7VwU4pawaEa

Long story. I think i first bought this as Opcom more than 10 years ago. This hexcap was part of Nfcp. Now made better by Eadie with additions of Transgrid Ventures, Binacom and others

4 in one just like Notion

Just buy and hold as its record high was Rm1.79 and now not yet half way mark

No strong ones that i know of
Average to below average are Jt group and Mn holding
Both with less cash and less assets than Hexcap have been chased up too high
Only Hexcap is the laggard with more value

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2018-07-22-story-h1454357863-COMPLETE_LOGISTIC_IS_COMPLETELY_LOGICAL_Calvin_Tan_Research

If Hextech just on its own could go up 3,000%

Hexcap with such powerful catalysts should also do very well

PARKER

Thank you

I once bought Complete Logistic at 56.5 sen
And sold too early before Rm1.00
Never in my wildest imagination after Eadie took over and changed name to Hextech price surged to Rm22.00 or up 3,000% and then split by 15 bonus

So i think this round i do not want to set a price
Just let the profit run

Hexcap got Fiber Optics for Data Center
https://youtu.be/fRKT6Z9rgUw?si=jO-oaqTf-VA7A9Jc

https://youtu.be/KaEfG_R3Rlc?feature=shared


Stick with Transgrid Venture the home grown success story of Power Grid and Substation supplier for Tnb

https://youtu.be/KaEfG_R3Rlc

Theta was called Lityan and during 2000 was a pump and dump with little to show

For Transgrid Ventures the string of Jobs Awarded is unparalleled