this fella escaped from Tg Rambutan failed to disturb Notion has come here?

better go see doctor

that fella escaped from Tg Rambutan need to go see doctor

Post removed.Why?

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

from Notion Qtr

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

from Notion Qtr

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

from Notion Qtr

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

Now Buy TSH as it is still at stage 2 to 3

See this to the very end

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-08-story-h1564345486-From_Permafrost_to_Precipitation_Calvin_Tan_Research_At_what_stage_is_G

Any one can buy at stage 5 or 6

To buy at stage 1 & 2 takes nerve of Steel and Heart of The Bravest

Vstec at 58.5 sen was at stage one (at perma frost)

Now Buy TSH as it is still at stage 2 to 3

See this to the very end

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-08-story-h1564345486-From_Permafrost_to_Precipitation_Calvin_Tan_Research_At_what_stage_is_G

Better sell Dlady (holland grandma)

GO BUY NOTION

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION VTEC VERSUS MI TECHNOVATION VERSUS YTL, Compare & Contrast, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-21-story-h-161522429-NOTION_VTEC_VERSUS_MI_TECHNOVATION_VERSUS_YTL_Compare_Contrast_Calvin_T

NOTION VTEC VERSUS MI TECHNOVATION VERSUS YTL, Compare & Contrast, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-21-story-h-161522429-NOTION_VTEC_VERSUS_MI_TECHNOVATION_VERSUS_YTL_Compare_Contrast_Calvin_T

NOTION VTEC VERSUS MI TECHNOVATION VERSUS YTL, Compare & Contrast, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-21-story-h-161522429-NOTION_VTEC_VERSUS_MI_TECHNOVATION_VERSUS_YTL_Compare_Contrast_Calvin_T

THE USE OF ALL iPHONE, IPAD, LAPTOP & PC will need lots of DATA STORAGE

So DATA CENTERS NOW MUSHROOMING UP EVERY WHERE

VERY HIGH DEMAND FOR HDD FOR STORAGE

VERY VERY GOOD FOR

JCY
NOTION
DUFU

The success of VsTec foretells the Success of JCY, Notion & Dufu

Post removed.Why?

VSTEC

Buy price Rm1.17

After One for One Free Bonus

58.5 Sen

VSTEC now Rm3.61

Up 617% in 4 years
or up 150% per year since 2020, 2021, 2023 & 2024

Beating both Warren Buffet Berkshire (25%) and Peter Lynch Magellan Fund (39%)

Total of both 64% still lose to Calvin's Vstec

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

See this

the Group is cautiously optimistic of achieving satisfactory performance for 2024.

​

And what is the definition of "OPTIMISTIC"?



See

optimistic
adjective
disposed to take a favorable view of events or conditions and to expect the most favorable outcome.
reflecting a favorable view of events and conditions and the expectation of a positive outcome; demonstrating optimism:
an optimistic plan.

of or relating to optimism.


TSH BOD (Board of Directors are OPTIMISTIC and certainly not neutral)

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161524501-TSH_RESOURCES_IS_FINALLY_A_NET_CASH_PALM_OIL_COMPANY_AND_IT_HAS_BOTH_GR

Since TSH is a Mispriced, Misplaced & Overlooked Stock of DEEP VALUE we Stock up while Cheap

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2018-02-28-story-h1452576199-THE_RELENTLESS_PURSUIT_OF_VALUE_TA_ENTERPRIZE_NOW_TOP_VALUE_BUY_Calvin_

94,700 Acres are about 52% of Singapore Land Mass of 180,000 acres

Per acre cost as low as Rm4500 an acre (This is Crazy Value Totally Overlooked by Mr Market)

SO WE BUY EVERY MONTH, EVERY YEAR WHILE STILL SO CHEAP

Current NTA of TSH is Rm1.50

If we take just Rm45,000 per acre then NTA will be Rm15.00

And you cannot get Lands in Ikn Now below Rm500,000 an acre

It is Mind Boggling to know its final Value one day

See

https://www.youtube.com/watch?v=LKhjckzgf2I

Above all TSH got 94,700 Acres of lands very near to IKN NUSANTARA

Bought long ago 2005 to 2011 still at Old Book Value of Rm4500 per acre (Current price is hundreds of thousands per acre)

Like Bplant TSH is sitting on "Gold Mine" Lands

Post removed.Why?

Post removed.Why?

Post removed.Why?

Correction

Seagate stated that HDD (hard disk drive) will be an important part of Data Centers for the next 10 years

In the very core (heart) of a DC (Data Center) is the Storage of Data

And To Store Data you need

Hdd (hard disk drive)
Ssd (solid state drive)

All others are supports for these to operate in the storage of data

So must go for the stocks that produce Hdd parts like

Notion
Jcy
Dufu

Seagate which need supplies from these is a major producer of Hdd drives which command 90% of all Data Center storage needs

And Seagate started Hdd (hard disk drive) will be s vital need of Data Centers for the next 10 years

Source: Seagate
World largest manufacturer of Hdd for DC

Post removed.Why?

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

Data Centers use 90% HDD and 10% SSD

Jcy, Notion and Dufu are HDD parts suppliers to Western Digital and Seagate

Notion
Jcy
Dufu

Beneficiaries Of Ai and Data Centers

Jcy will play catch-up with Notion as it's share price lower and cash position higher

Plus it has higher exposure to HDD sales

The catalysts for 2019 only Rm30 Billions for Ogse Upstream

the Catalysts for 2020 Glove was 8 Billion people need protection from Covid 19

The Catalyst for HDD Bull is committed Rm56 BILLIONS for New Data Centers in Malaysia

hokkien lang say

"Cui Lai leow Chun ai kia"

translated

it means

" Flood of Cash infusion has come all ships now can move"

let's see how high and how far this HDD will rise to

Notion 🔥 first
Jcy and Dufu will follow

this is the law of attraction

From experience

In a thematic bull run time all stocks in similar industries will go up together hand in hand and side by side in rotational uptrend

2019
PETRONAS Pumped Rm30 Billions into Upstream

Upstream Ogse stocks all went up in tandem like Dayang, Carimin, Penergy, Uzma, UmwOg (velesto) & etc

in 2020 Corona Virus
Catalyst for Glove superbull
Supermax, Topglove, Kossan and Harta all crossed Rm20.00 together

Now we will also see the same

In a bull run any pull back is opportunity to enter

So look for an opportunity

Yes there are few ways we can do with dividends

1. Reinvest all dividends into more Tsh shares

2. Or use it as a reward for being fruit of your patience
Go enjoy the bounties of life

3. Or use it to buy other good shares
This was what Warren Buffet did with SEE'S CANDY
From the constant streams of dividend Buffet invested in other great stocks
Currently HDD stocks will come into focus due to Ai and Data Centers' set up

4. Or just hold cash

be happy and be comfortable

This month if no impairments and Tsh earns like normal we shall see Tsh turns debt free

From here Tsh can follow Inno's dividend example

1

Vstec buy call was on 29 May 2020 at Rm1.17 (after split 58.5 sen)

Now over Rm3.60 and up 600% so don't chase

For Dufu its main dealings with Western Digital and Seagate and these are doing very well

As for high p/e Dufu is classified under "TURNAROUNDS"

PETER LYNCH SAID

A CYCLICAL AT PEAK HAS LOW P/E

AND THAT IS THE TIME TO SELL

WHILE AT ITS BOTTOM IT HAS HIGH P/E

BUYING IS DUE TO CYCLICAL UPTURN YET AHEAD WHEN PROFIT ACCELERATE AND P/E WILL THEN SHRINK

IN ANY CASE DUFU IS A HIGH BETA STOCK

IN BOOM IT SHOOTS HIGHER

IN BAD TIMES IT DROPS MORE

IN BOTH IT WILL GO INTO EXTREMES DUE TO IT BEING A BETA STOCK

Eagle Group members who bought bplant at 57 sen, Jtiasa at 63 sen, Taann at Rm2.75, Thplant at 47 sen, Fgv at Rm1.16 and even Tsh at Rm1.09 are all doing fine. Many received best ever dividends

Post removed.Why?

Net Cash positions

JCY Rm114 Millions

NOTION Rm54 Millions

DUFU Rm20 Millions

Of the three Jcy share price is the lowest and Net Cash the highest

From Notion balance sheet

cash about Rm52 millions
debt about Rm32 millions

Cash less debt

Rm20 Millions

Notion like Jcy and Dufu all 3 are Net cash companies