bought back at 40.5- 41sen

bought back pba at 1.83-1.86

added more notion at 1.61-1.63

added more jcy at 81-82sen

sold at 42sen

To believe in the big AI names means believing in AI's actual ability to transform society, technology, and the economy

AI progress to advances robotic large language models will lead to commercialize humanoid robots, a next alike smartphone

And assuming AI can deliver actual productivity gains, the table is set for a paradigm shift in efficiency. And thus, profit

HDD theme stock will continue surface for many year to come as it is power by newsiest A1 technology power demand and mushrooming Data center around the world. The development A1 and Data center is JUST at infancy stage now, offer numerous growth forward.

To believe in the big AI names means believing in AI's actual ability to transform society, technology, and the economy

AI progress to advances robotic large language models will lead to commercialize humanoid robots, a next alike smartphone

And assuming AI can deliver actual productivity gains, the table is set for a paradigm shift in efficiency. And thus, profit

HDD theme stock will continue surface for many year to come as it is power by newsiest A1 technology power demand and mushrooming Data center around the world. The development A1 and Data center is JUST at infancy stage now, offer numerous growth forward.

https://klse.i3investor.com/web/blog/detail/JCYNotion/2024-06-11-story-h-159728520-JCY_Notion_Dufu_How_many_physical_hard_disks_needed_in_one_Data_Center

https://klse.i3investor.com/web/blog/detail/JCYNotion/2024-06-11-story-h-159728520-JCY_Notion_Dufu_How_many_physical_hard_disks_needed_in_one_Data_Center

Current JCY plant utilization is only 50%, every increment in plant utilization rate will lead to explosion EPS growth

https://klse.i3investor.com/web/blog/detail/JCYdoubleup/2024-06-07-story-h-159793684-JCY_Potential_JCY_revenue_can_double_up_to_RM315mil_by_next_3Qtrs_resul

In summary:
Q2 2024, Rev=147M, PAT=5.35M [EPS 0.25sen]
Q3 2024, Rev=189M, PAT=36.26M [EPS 1.69sen]
Q4 2024, Rev=252M, PAT=82.88M [EPS 3.51sen]
Q1 2025, Rev=315M, PAT=129.50M [EPS 5.26sen]
Total 4 rolling quarters, Rev=903M, PAT=253.99M
EPS = 0.1071

Today’s data centers face many storage challenges—from storage density, to power and cooling costs, to reliability and more. As your data center’s capacity needs grow, your challenges grow as well

High capacity HDD is now prefer storage than SSD due to continue advance technology by western digital

Western Digital has enabled data storage and retrieval innovation around a variety of storage
technologies to increase hard disk drive (HDD) capacity on a regular cadence. These innovations expand
the amount of data in the data center while lowering the data center infrastructure Total Cost of Ownership (TCO)

High capacity HDD is now prefer storage than SSD due to continue advance technology by western digital

Western Digital has enabled data storage and retrieval innovation around a variety of storage
technologies to increase hard disk drive (HDD) capacity on a regular cadence. These innovations expand
the amount of data in the data center while lowering the data center infrastructure Total Cost of Ownership (TCO)

With industry-first advanced technologies across our portfolio — including OptiNAND, ArmorCache, EAMR (energy-assisted magnetic recording), and HelioSeal — high-capacity hard drives from Western Digital already power some of the world’s most demanding Big Data workloads.

OptiNAND Technology
When it comes to cost-effective storage of data at scale, hard disk drives (HDDs) continue to play a central role. IDC projects that in 2025, HDDs will represent 82% of capacity sold to the enterprise market. Investments in HDD technology remain critical to supporting worldwide data growth

In early April, it was reported that American computer drive manufacturer and data storage giant WD was seeing higher-than-expected demand across its entire flash and hard drive portfolio.

In response to the supply chain challenges in the electronics industry, WD had reportedly issued formal letters notifying its customers of product price increases. The adjustments took immediate effect in some cases.

Due to the growing demand for high-capacity HDD products driven by the artificial intelligence (AI) hype, WD’s rival Seagate Technology joined the price hike party a few weeks later


With industry-first advanced technologies across our portfolio — including OptiNAND, ArmorCache, EAMR (energy-assisted magnetic recording), and HelioSeal — high-capacity hard drives from Western Digital already power some of the world’s most demanding Big Data workloads.

OptiNAND Technology
When it comes to cost-effective storage of data at scale, hard disk drives (HDDs) continue to play a central role. IDC projects that in 2025, HDDs will represent 82% of capacity sold to the enterprise market. Investments in HDD technology remain critical to supporting worldwide data grow

In early April, it was reported that American computer drive manufacturer and data storage giant WD was seeing higher-than-expected demand across its entire flash and hard drive portfolio.

In response to the supply chain challenges in the electronics industry, WD had reportedly issued formal letters notifying its customers of product price increases. The adjustments took immediate effect in some cases.

Due to the growing demand for high-capacity HDD products driven by the artificial intelligence (AI) hype, WD’s rival Seagate Technology joined the price hike party a few weeks later.

Thoo says Notion VTec’s main supply is in high-volume manufacturing of HDD spacers and disk clamps for the enterprise segment, which supports cloud and data centre storage.

“We have seen strong demand in recent months and this will continue in the next five years or more, driven by new demand in the generative AI data needed for machine learning text, videos and imaging tech for ChatGPT, full self-driving (FSD) AI led by Tesla and humanoid AI robots in the coming years,” he elaborates.

In any event, Thoo anticipates exciting times ahead for Notion VTec’s HDD segment, which is expected to contribute about 30% to group revenue.

“There are reports suggesting that the HDD demand is trending upwards due to this new AI growth trend. I believe this supply shortage is a result of the recovery of cloud and new data centres,” he observes.

For Notion vtec, 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, the expectation is for H2 FY2024 to out-pace H1.

Enterprises need to be sure their AI data is secure and kept in accordance with local laws and regulations. This will influence where data is kept, with regulators becoming more concerned about data sovereignty. Therefore, many have opt to set up new data center in their respective countries or set up in political neutral stand countries like Malaysia now.

Enterprises need to be sure their AI data is secure and kept in accordance with local laws and regulations. This will influence where data is kept, with regulators becoming more concerned about data sovereignty. Therefore, many have opt to set up new data center in their respective countries or set up in political neutral stand countries like Malaysia now.

AI models need to be trained before use. The better the training, the more reliable the model and when it comes to model training, the more data the better. AI models make extensive use of graphics processing units (GPUs), which are expensive, so making storage keep pace with GPU demands is key

AI models need to be trained before use. The better the training, the more reliable the model and when it comes to model training, the more data the better. AI models make extensive use of graphics processing units (GPUs), which are expensive, so making storage keep pace with GPU demands is key

https://www.forbes.com/sites/tomcoughlin/2024/06/09/ai-is-driving-memory-and-storage-demand-and-product-introductions/

https://www.forbes.com/sites/tomcoughlin/2024/06/09/ai-is-driving-memory-and-storage-demand-and-product-introductions/

added more jcy at 65.5sen

added more at 1.52

bought jcy at 66sen

bought notion at 1.53-1.55

added more ewi at 39-40sen

sold at 1.18, swap to EWI

EWI will contribute 30% profit to paramount by 2030

Real estate developer Paramount Corp Bhd (KL:PARAMON) is aiming for 30% of its annual profit to stem from overseas property projects by 2030, supported by its recent acquisition of a 21.5% stake in Eco World International Bhd (EWI) (KL:EWINT), as domestic orders are expected to saturate.

Total dividend payable in 2024 and 2025 is 21sen per share, to be declared staggering with first 6 sen likely declare together with coming Q result next week

Use balance, bought EWI at 40sen

swap all free up capital from myeg yesterday, accumulating all lagenda at 1.17

THE Penang Water Supply Corporation (PBAPP) appears to have caved in to pressure and has offered rebates to provide relief to consumers over the 182 percent hike in water rates early this year

In a statement, the state executive councillor, who oversees infrastructure, Zairil Khir Johari said that the first 10,000 litres of water used by every household in Penang from July to December will be free of charge.

It is part of efforts to lighten the impact of increased water tariffs that began earlier this year, Zairil, the Tanjung Bungah assemblyman, said.

He also declared that the existing RM20 monthly rebate for large households comprising eight people or more with a maximum monthly income of RM2,250 will be extended to households with an income of up to RM5,000

sold myeg at 1.09, locked all profit first

added last batch lagenda at 1.22

sold at 38.52-38.60 + dividend

Very funny, only Penang water traffic hike keep received complaint, NOT only from consumer, MCA, now even Penang DAP also blame Penang gov .... now demanding rebate 20 per cubic meter....pressuring on Pnenag government to continue give more rebate.

https://www.chinapress.com.my/20240601/%e6%98%afspan%e6%89%b9%e5%87%86%e6%96%b0%e6%b0%b4%e8%b4%b9%e4%bb%b7%e4%bd%8d-%e6%9b%b9%e8%a7%82%e5%8f%8b%ef%bc%9a%e8%a1%8c%e6%94%bf%e8%ae%ae%e4%bc%9a%e5%b0%86%e8%ae%a8%e8%ae%ba/

Bought last min MPI at 37.10

Based on today volume transaction 290m, it imply as much company 33% issue share exchange trade. If exclude major shareholder stake, control 56%, and buyback today, the the mu ber of today volume transaction form as high as 78% exchange holding among all minority shareholders

Lagenda fundamentals strongly supported by dividend > 7% and valuation PE 4x is super attractive now

Lagenda fundamental is strong especially with 1500 acres landbank in Johor, a primary beneficial to mushroom data center, RTS, ARS, HSR etc. Other diversified primary landbank situated in Perak and Selangor

Emerging Foreign/local fund manager under accumulation phase vs. Easing EPF and KWP under distribution phase

Foreign/local fund manager vs. EPF and KWP

Share should recover back gradually just alike what happen to earlier hiccup CTOS

Good, recover back above RM 1.00

Even major shareholder under investigation, but the company other director already take over his role. Lagenda fundamental remain intact, dividend > 7% and valuation PE 4x is super attractive now

Lagenda company have numerous landbank across 4 states in Malaysia

bought lagenda at 88-90sen