pang72

pang72 | Joined since 2012-06-26

Investing Experience -
Risk Profile -

Disclaimers :- All my comments in i3 forum are sharing of my view with reference to my limited experience for leisure purpose or for joke. No buy or sell call on any stocks in i3 forum on all my comments. You are advised to consult license banker or remiser for any investment.

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User Comments
Stock

2024-05-28 12:30 | Report Abuse

51.5c in hot selling

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2024-05-28 12:30 | Report Abuse

Ride the biggest data center boom in history in malaysia

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2024-05-28 12:29 | Report Abuse

Don't use goole or AI to search the hdd demand..
Read the summary by Calvin... Mostly extracted from what boss say

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2024-05-28 12:28 | Report Abuse

JCY $1
Notion $2

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2024-05-28 12:02 | Report Abuse

This is one data center but will not be the last one

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2024-05-28 12:02 | Report Abuse

The most safer data center play backed by land..

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2024-05-28 11:57 | Report Abuse

...
Strong fly afternoon...
Be ready

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2024-05-28 11:38 | Report Abuse

... Healthy correction...

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2024-05-28 11:37 | Report Abuse

Healthy correction.

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2024-05-27 21:29 | Report Abuse

You are so right....
Because, I the only one expect limit up..
The rest is expected hdd demand declining...
So, 1% limit up vs 99% turn red....

Hopefully, market will not toward the most expected but the 1%!!

Stock

2024-05-27 19:25 | Report Abuse

After I saw you selling Notion and MYEG which againt my philosophy I decide not to join force with you. Sorry, sell cloudpt...

Stock

2024-05-27 19:22 | Report Abuse

Tmr morning gap up breaking 1.37 today high point

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2024-05-27 19:20 | Report Abuse

JCY chases up notion
Notion will chases up DUFU..

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2024-05-27 18:46 | Report Abuse

Follow the boss selling la..
I M not hero.
I just want to earn money

Stock

2024-05-27 18:45 | Report Abuse

MR YEW CHOONG CHEONG 24-May-2024 Disposed 1,000,000 0.000
MR CHOONG WAI HOONG 24-May-2024 Disposed 1,000,000 0.000
MR CHOONG WAI HOONG 24-May-2024 Disposed 200,000 0.000
ERA JASAKITA SDN. BHD. 24-May-2024 Disposed 1,000,000

Stock

2024-05-27 18:42 | Report Abuse

Sell till insider stop selling

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2024-05-27 18:41 | Report Abuse

Tmr, continue selling

Stock

2024-05-27 18:41 | Report Abuse

Drop 4c...
You shld push up so I can sell a better price...

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2024-05-27 17:59 | Report Abuse

Last minute buy call...
OK! Lucky got tome to add more.. M

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2024-05-27 17:59 | Report Abuse

Tmr limit up not today..
Because my sifu issues buy call..

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2024-05-27 17:57 | Report Abuse

Good or very good?

Stock

2024-05-27 17:57 | Report Abuse

What is the meaning of 17c eps?

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2024-05-27 17:32 | Report Abuse

Remember - NO hdd, data center is empty shell!!!

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2024-05-27 17:31 | Report Abuse

Excellent! $1 is my next destination for great data center play

Stock

2024-05-27 16:52 | Report Abuse

So, is the market believe hdd demand is declining or increasing?
Jcy up 61.5 up 6.5c
Notion 1.26 up 5c..

I got my answer from the share price react by market today...

I don't know about you? Your choice... HUAT huat rrr!!

Stock

2024-05-27 16:48 | Report Abuse

The greatest hdds play is confirmed start..
Nonstopable...till next QR....

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2024-05-27 16:47 | Report Abuse

Notion $2
Jcy $1

Lets go baby

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2024-05-27 16:46 | Report Abuse

Notion takes a rest..
JCY is flying to moon 51.5c..

This is rotated play...

Notion will back to $ 2+ after jcy...

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2024-05-27 16:42 | Report Abuse

51.5c pulak
.. Hihup horray

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2024-05-27 16:40 | Report Abuse

JCY $1
Notion $2

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2024-05-27 16:39 | Report Abuse

50.5c pulak... Adui

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2024-05-27 16:37 | Report Abuse

Yeap. 50c
Good job jcy

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2024-05-27 15:09 | Report Abuse

Please buy more or push up so we can sell better price

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2024-05-27 15:09 | Report Abuse

Continue selling in strength

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2024-05-27 15:08 | Report Abuse

Thanks bro James push up for my selling in the moring

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2024-05-27 15:08 | Report Abuse

Yes! Selling since morning....
Goid

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2024-05-27 14:46 | Report Abuse

KK,
Good and reliable information..
Thanks

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2024-05-27 14:08 | Report Abuse

Directors are disposing like no tomorrow along with bad QR..
So, James bro... You can buy more... Don't stop yeap

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2024-05-27 14:05 | Report Abuse

I am start selling so it is red..
You can buy my lots... Pls

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2024-05-27 14:05 | Report Abuse

I got a little bit DNEX..

I am selling some more since it speculation up

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2024-05-27 13:49 | Report Abuse

An good sharing by kkwong

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2024-05-27 13:49 | Report Abuse

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

Stock

2024-05-27 13:47 | Report Abuse

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

Stock

2024-05-27 12:51 | Report Abuse

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

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2024-05-27 12:31 | Report Abuse

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

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2024-05-27 12:20 | Report Abuse

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:)

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2024-05-27 12:17 | Report Abuse

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