I got a little bit DNEX..

I am selling some more since it speculation up

An good sharing by kkwong

kkwong13

Notion business reported high sales order & revenue increase of +19% & PAT earning rose sharply + 75% despite CNY holiday & short Feb'24 mth (short delivery output), driven by higher sales orders demand. Imagine in coming CQ2'24, there will be surge increase of production output & delivery, not affected by seasonal holiday. I believe there will be higher profitable earning with huge order sales output in cloud and enterprise computing for AI machine data storage, beneficial to HDD due to better cost vs TB/storage data. Expected next quarter result of CQ2'2024 will hit RM150mil revenue & PAT earning RM20mil (EPS 3.88sen).

There is another increase of HDD ASP price of ~10% in CQ2'24 due to shortage of HDD memory on raising customer order demand in recent Western Digital report notified their customer of the ASP price increase, same applied to Flash & SDD with ~15% increase as well. Before that, from 3Q23 to 1Q24, HDD prices increased by 10% to 20% overall, due to AI market demand swing cause supply of HDD outbalanced demand move into few quarters ahead driving prices higher per industry sources report in Forbes, TrendForce & Business Insight.

Likewise, SSD market is also facing supply shortages, especially in the enterprise SSD segment. TrendForce predicts a strong increase of about 13-18% in NAND Flash contract prices in 2Q24, with enterprise SSD contract prices expected to increase by 20-25% QoQ, representing the highest among all product lines.

In summary, both HDD & SDD are well moving into good projection earning forecast result throughout many years to come as long as AI market grow in expansion mode toward year 2030 with CAGR 36.6%. Happy investing!

31 minutes ago

Kkwong, is that your write up or extracted from IB research report?
The articles show precise and accurate estimation as I see!!

$1.37 day high..
Show the confidence of the company.
It will continue go up uo up near next QR

Above statement describes well of jcy business in future...
OK! Buy and hold since so many treat jcy investment as retirement money:)

As far as I know..

Notion business is multi year growth from this QR and exponential growth next few QR..

So,bro James don't worry about me and Notion..

Share price tells the truth story instead of your assumptions:)

So, you must be careful of your Greatech, cloudpt and DNEX BecYse I M disposing.... To buy more Notion

Thanks bro James...
I hv carefully evaluate and didn't see any problem of China threat because mostly China Mfg move out to Malaysia so do benefiting Notion...

Looking for 50c today.... Strong :)

I am disposing GREATEC slowly FYI...

Beaware

Bro James, are you selling cloupt...
It is experienced heavy selling now

Bro James. Hv you finish selling DNEX!

Hur!! Mr HO..
1.47B shares?
Is your friend the owner of JCY

So, no matter how to count the valuation is $2 above simply

Notion 2.72c eps...
Come on! Tech stock... Leh...
Give you pe20 is, way above $2 mah..

Not to mention Greatech pe40.... So, if pe40.. It is $4

The key thing is cheap 48c...

Jcy net cash position can not be ignored..
Once the business turn around, this giant is waking up with great profit and cash

Bro James,
Bye bye for you in Notion..
Good that you sold Notion and earning money..
I don't like DNEX, cloudpt or Greatech....
Some is speculation stock some is high PE stock...

I like Notion decard turn around with great position benefiting by Data Center

Yes! Of course buy and hold like Calvin did in plantation..
We must hv wisdom for Hdd because of data center booming

Round 2 mari

Bro James, tech is weak..
Hv you selling MI

Bro James, hv you finish selling pie?

Bro James, hv you sell your kobay

PE is way too high mah

Bro James, GREATEC is crashing..
Hv you sell finished?

It is about there $1.28
Then, move up in the afternoon

Tutut paktua..
Ask your Amy attack $1.28..
Bro. James cheap sale

But, I know your shares in Notion is unlimited..
May need 1 to 2 years to disposing completely..
By the time, Notion may hit $3

Wow! Bro James,..
Thanks for disposing Notion..
Pls continue disposing.. Till zero shares

Notion limit up...
JCY will cross 50c

An unbeatable HDD recovery is kicked starting around the corner triggers by huge demand from data center

Sleeping dragon awake

DUFU, notion, jcy...
3 bros are firing up.

Hdd demand is decline
Or hdd is increase demand...

Do you hv the clear answer?

If not, Notion limit up today...
You may get the answer

So..

In fact, no right or wrong.
Just your belief and preference.
Invest wisely

You believe the boss, notion is your choice..
You believe the article from Google search by AI (so called?)
Notion is not your choices. Skip for other better stock

calvintaneng

Correct
About just over 30% of Notion is Hdd for spacers and others

Notion boss interview with Edgedaily painted a very sanguine scenario which tells us that demand for Hdd next 5 years will accelerate up due to Ai

That is an indication of a protracted and prolonged bull run for Hdd and Ssd

37 minutes ago

I BELIEVE THE BOSS IS INSIDER.
HE KNOW HIS BUSINESS WELL.
HE KNOW HIS ORDER BOOK WELL
HE KNOW HIS FUTURE PLAN WELL..
I DONT BELIEVE THOSE ARTICLES PAINT HDD DEMAND DECLINING.
ABOVE IS MY STAND WITH NOTION BOSSES....

OK!!

Tmr, expected gap up due to nasdaq big green... Seagate and WD green green..

Notion will be green...

But, I hopey face don't turns green..

Calvin, any link for Notion boss interview by the edge?

Goldberg

Bro, Notion produces HDD components and other precision components. Pls check ya .
By the way Notion is much better that JCY.

Thanks.

Shalom.

22 minutes ago

YES!!

So, good job.. Hdd decline but notion, jcy, DUFU hdd shipment increase...
So, conclusion notion, DUFU and JCY started profit from now... even hdd usage decline..

My search is global hdd is increasing via time..
If you don't believe, please Google yourself to search

Buaya?
Investor?
Speculator?
Scammer?
Billion dollars richman?

If not insider then what is the best name to address?

2024-05-20 0.93 1.04 0.93 1.00 +0.125 (14.285%) 44,985,800

Mr Tan insider bought at range 93c to 1.04 on 20may24..
Last Friday closed at $1.21...

It is 20% higher from Mr Tan average price...

If you think 1.21 is expensive and Calvin will sell to you or I will sell to you...

You must be kidding!!

You wait to see what is the closing price of Notion next Friday before you decide to take back your word

Is he continuing sapu up Notion shares in the open market along with his proxy? Need to wait for few more day to reveals