WHY SUDDENLY SO MANY ARE BUILDING NEW DATA CENTERS EVERY WHERE, Calvin tells YOU THE REASON WHY?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-13-story-h-159668936-WHY_SUDDENLY_SO_MANY_ARE_BUILDING_NEW

Post removed.Why?

HEXCAP (0035) Leadership wisely bought 49% of TRANSGRID VENTURES

TRANSGRID VENTURES = TREMENDOUS GRIP" On TNB Projects

https://www.youtube.com/watch?v=KaEfG_R3Rlc

Better do not miss Hexcap as it enters into Bull Run Phase!

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

Post removed.Why?

And this HEXCAP's Leadership wisely bought 49% of TRANSGRID VENTURES to Capture this Power Business


https://youtu.be/KaEfG_R3Rlc

https://youtu.be/KaEfG_R3Rlc

https://youtu.be/KaEfG_R3Rlc

Post removed.Why?

YES

Both Western Digital & Seagate are breaking out in fresh highs due to Ai & DATA CENTER Demand for HDD/SSD

Post removed.Why?

Posted by speakup > 17 hours ago | Report Abuse

quite true
one factory employ 500-1000 staff
one data centre employ 10-20 staff

GS

274 posts

Posted by GS > 16 hours ago | Report Abuse

Whenever a new trend appears, many companies rush to join in; however, when the trend fades, these companies often decline as well.


KH6996

19 posts

Posted by KH6996 > 9 hours ago | Report Abuse

One data centre will use minimum 1M litres of water a day and the electricity needed is huge. I hope whoever responsible will ensure sufficient supplies , so as not to cut from other areas and feed them. Thats probably why, some decided to change destination from Spore etc to here, especially water supply.

Company Background
Transgrid Ventures Sdn Bhd , is a wholly owned Malaysian registered firm in the field of engineering, procurement, construction & commissioning (EPCC) and project management & engineering consultancy (PMEC) organization in the power sector.​

The Company was established in 1999 and has a well-established track record in delivering projects which exceeds client’s expectations. The firm is supported by local professionals, semi-professionals and administrative staff to serve the needs of expanding clients in Malaysia and globally.​

As one-stop solution system provider, Transgrid offers a broad range of expertise committed as partner in meeting industrial and utility power needs. Our multi-disciplinary professional team does the needful to understand client’s requirements and provide an optimum solution, from conceptual design, project management, construction and commissioning.

The Company is focus in the business of power generation, transmission and distribution. We are a true partner in providing the best possible economy in a competitive world without compromising reliability of supply through optimum technical performance and unmatched safety standards.

Transgrid provides specialized services as EPCC Contractor and PMEC in several major field of practice including :-
Power generation, transmission and distribution
Renewable energy
Reactive power compensation system

Post removed.Why?

but Calvin's long term target 🎯 price for Tsh is far more than just Rm1.50

So even if Tsh reaches Rm1.50 one fine day there is still lots more upside ahead

Titan?

Titan means a thing or person of very great strength

and "as a man thinketh so is he"

Yes agree! Tsh should be at least Rm1.50 fair value and as such it is like a Safe FD or better than FD (fixed deposit) holding it and buying more if got extra funds

Thanks again Johnny
Sometime the fundamental shift of a company is so apparent by holding all the favorable industries of the day

And it all boils down to the moves made by leadership with clarity of Vision had wisdom

To have bought 49% into Transgrid Ventures in a time of Such Huge Job Awards by Tnb up to Rm90 Billions Capex is really a golden opportunity

Shotthebull


Dufu all time high adjusted was between Rm4.50 to Rm5.00

I think this Powered Up HDD bull by AI & New Data Centers should propel Dufu at least above Rm5.00

beyond that we will need to see it's Aug & Nov 2024 results

The very core of Data Center is the Hard Disk Drive (HDD) and SSD (solid state disk) drive

only these 3 control all ( not Taiwan, China, Japan or even USA )

these are the sole monopolies

1. Seagate 43%
2. Western Digital 37%
3. Toshiba 20%

So things are already fixed and therefore Jcy, Notion and Dufu being their major vendors will benefit

We already got clarity of guidance from Jcy management that 2nd half year will be better than 1st half on 3 counts

1. Ist half already positive
increased export by only 3%
but profit amplified by 22% due to higher value sold

2. 1st half Production only 50% and for 2nd half they will ramp up production to 80% ? 90% ?

3. Seagate already said they will increase prices of HDD/SSD by 20% or more

that means Jcy profits will now see premium prices

All these brightening prospects for Jcy, Notion and Dufu will prolong the DC & Ai bull run like never before

hence any weakness or price pullback is opportunity to enter

as for us who fully invested we will hold tight

Johnny

Rm1.60 is only a guideline
Nothing is set in stone yet

Tnb Rm90 Billions capex for more power transmission and renewable energy plus The Mushrooming Demand by so many New Data Centers ahead will bring Hexcap's earnings into uncharted territory

Never before have such wonderful opportunity come for both power transmission player as well as Fiber Optic demand

Only Hdd/ Ssd demand could excel as they serve Needs of Data Centers and Ai worldwide

Gentingbig



mn holding and Jt group up 200% to 300% just on one engine of Power Transmission plus cabling

Hexcap got 3 engines

1. Transgrid Ventures for Tnb major projects

2. Fiber optic cables
so many Data Centers ready by end 2024, 2025, 2026 & more will need lots of optic fibers

3. Binacom
this one doing underground cabling for Tnb plus satellite Internet for all rural areas

plus Hexcap all time high was Rm1.79

so this Hexcap bull still very young

🙏 Thank you bro Wizman

God bless and prosper you richly

Yes

Complete logistic after changed name to Hextech up 2000%

now Opcom changed name to Hexcap will 🚀🚀🚀

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-12-story-h-159700552-HEXCAP_0035_A_TRILOGY_OF_3_BUSINESSES_FOR_DC_DATA_CENTERS_POWER_TRANSMI

Pang72

after Jtiasa and jcy

better don't miss this Hexcap
🚀 🚀 🚀

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-12-story-h-159700552-HEXCAP_0035_A_TRILOGY_OF_3_BUSINESSES_FOR_DC_DATA_CENTERS_POWER_TRANSMI

paktua73

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-12-story-h-159700552-HEXCAP_0035_A_TRILOGY_OF_3_BUSINESSES_FOR_DC_DATA_CENTERS_POWER_TRANSMI
see this

Seagate has crossed one year high of Usd101

Seagate world biggest HDD manufacturer will also points to better days for Jcy, Notion and Dufu

Seagate Technology Holdings PLC https://g.co/kgs/ByS5FzK

Supermax crossed Rm20.00 first and Kossan played catch up later

So those who missed Notion and Jcy still got laggard Dufu to buy

This is the last of the 3 low hanging fruit of Hdd bull stocks

During the Glove Superbull among the 1st to cross Rm20.00 and Kossan trailed behind. Finally Kossan (guo shan or go over mountain) also crossed Rm20.00

Those smart ones bought laggard Kossan

So now Notion and Jcy like Supermax shot up first
Dufu the laggard will be like Kossan. Slow. But will also rise steadily as days, weeks, months unfold to see its powerfully earnings catch up

PEMBANGUNAN IKN DIMINATI INVESTOR MALAYSIA

https://www.youtube.com/watch?v=QJ9hFvQFO-Q

https://www.youtube.com/watch?v=12MFih-d_LQ

RISE OF NEW ADMIN CAPITAL

HIGHWAY ALSO IN PROGRESS

https://www.youtube.com/watch?v=zaNzdu7BHto

Jakarta (ANTARA) - President Joko Widodo (Jokowi) affirmed that the Indonesian Independence Day next year will be held entirely in the new capital city (IKN) Nusantara after the capital city relocation from Jakarta.

"After a presidential decree regarding the capital relocation, the ceremony will be held at IKN," he remarked when met in South Jakarta on Tuesday.

Meanwhile, this year's 79th Independence Day on August 17 will be held at two locations, namely the Merdeka Palace in Jakarta and the Presidential Palace at IKN, East Kalimantan, due to the transition period from Jakarta to IKN, Jokowi explained.

He noted that the Independence Day ceremony in 2025 will be held entirely at IKN Nusantara due to mobilization and accommodation considerations, which will be inflexible if carried out at two locations.

"This includes issues in mobilization, transportation, and accommodation. Those are not easy," he remarked.

The head of state remarked that all important guests, such as former presidents and ambassadors from friendly countries, were invited to attend the Republic of Indonesia's Independence Day ceremony at IKN Nusantara this year.

"They are all invited to attend the ceremony at IKN," he emphasized.

Related news: Nusantara to host Independence Day, 6,800 people invited

Earlier, Coordinating Minister for Human Development and Culture, Muhadjir Effendy, stated that Indonesia's 79th Independence Day on August 17, 2024, will be held at IKN and Jakarta.

"Some (will attend) at IKN and some in Jakarta," he remarked on Monday (June 10) after attending a limited meeting related to the Independence Day ceremony.

He stated that President Joko Widodo and President-elect Prabowo Subianto will directly lead the ceremony at IKN.



https://en.antaranews.com/news/315735/2025-independence-day-ceremony-to-be-held-entirely-at-ikn-jokowi

A good example of storage is the Noah's Ark
When God sent a universal Flood on Earth He told Noah to build an Ark for Storage.


Every living beings were sent to the Ark for Storage
The Ark was built for the sole purpose of storage and not for navigation since the entire Earth was flooded and there was no where else to go

So is a Data Center
Its sole purpose is storage unlike laptop

Ask hdd/ssd makers like Seagate to get the correct answer rather arm chair bank analyst who are not expert in the data storage industry

Yes Tan Sri Datuk Chan gone home to be with Jesus

May his son, wife and staff be strong and hold the fort

oh just saw the years not 2012 to 2019

but 2022 to 2029 sales chart increased by 1,600%

Goldberg said Jcy Rm1.00

Very 👍 good 😊

He is a converted skeptic finally

NOW JCY RM1.00 TARGET PRICE TOO LOW LAH

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-06-01-story-h1477533365-AMAZING_TESTIMONY_OF_TALAM_TRANSFORM_BY_TAN_SRI_DATUK_CHAN_AH_CHYE_Calv

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-06-01-story-h1477533365-AMAZING_TESTIMONY_OF_TALAM_TRANSFORM_BY_TAN_SRI_DATUK_CHAN_AH_CHYE_Calv.


Listen to this

Hahaha Speakup
Talam a value share based on strategic land bank just like mphbcap

https://www.thestar.com.my/business/business-news/2024/06/11/loke-get-the-first-mover-advantage-of-the-ecrl



very good news for Talam

"Sustain your patience Great Movements take Time to Develop

In bull run the best course of action is to buy (don't just warch) and then sit do nothing.

Let the price surge and surge

You wrong lah

According to Seagate (World largest manufacturer of Hdd and Ssd

DC storage will consist of 90% Hdd and 10% SSD

which industry got 200% growth per year yearly for the next 8 years ?

We have clarity of Vision ahead

from 2012 to 2019
projected growth 1,600% in 8 years or 200% growth demand by AI and New Data Center

HDD/SSD still in a sun rise industry

just buy and hold Jcy, Notion and Dufu for the long boom

Take profit but do not sell all

no one knows how high or how far this

J - Jumping
C - Clapping
Y - Yelling ..


can go up

many rounds for more than 10 years I bought Supermax at Rm1.50

then sold Supermax at Rm3.00

then bought back Supermax at Rm1.50
and sold Supermax again at Rm3.00

Then on April 2020 I bought Supermax again at Rm1.73
Beyond my wildest dream due to the Catalyst of coronavirus Supermax turned into Superman and crossed Rm20.00

I sold and and made 1,000% (used to make only 100% many rounds )

So just hold this JCY till its peak

and what is the peak ?!!

Post removed.Why?

https://frackers.com/en/2024/02/25/nvidia-breaks-records/.


Nvidia profit margin 74%

Tmsc will raise chip prices

Seagate and Western Digital will also raise prices for Hdd/Ssd

Very good for Jcy, Notion and Dufu

All these Trillion $$$ companies should pay more now!