JCY earning expected to improve 30-50% in coming qr...

This is just in north America... how about DC construction in other countries?
North America sees 70% jump in data center supply in construction, CBRE report says
https://www.thestar.com.my/tech/tech-news/2024/08/20/north-america-sees-70-jump-in-data-center-supply-in-construction-cbre-report-says

DC demand will be in exponential growth because is a MUST HAVE to stay ahead in the AI race... whoever falls behind will be obsolete eventually... even Intel once dominant chip co but slow in AI transition cost them dearly... we are entering into AI generation now... this is just like in the mid 2000 from Nokia feature phone entering into smart phone generation, 2G transit to 3G and Nokia went from top mobile co to zero because slow to entering smart phone market...

tomorrow qr out...

Seagate next quarter earning guidance :

Outlook: Seagate expects first-quarter revenue of approximately $2.1 billion, plus or minus $150 million, versus estimates of $1.877 billion. The company anticipates first-quarter adjusted earnings of $1.40 per share, plus or minus 20 cents per share, versus estimates of 75 cents per share.
Seagate's strong guidance appears to be driving shares higher after hours.

The report will be for the fiscal Quarter ending Jun 2024. According to Zacks Investment Research, based on 4 analysts' forecasts, the consensus EPS forecast for the quarter is $0.6. The reported EPS for the same quarter last year was $-0.29.

Seagate Technology Holdings PLC Ordinary Shares (Ireland) is expected* to report earnings on 07/23/2024 after market close.

Barring unforeseen
circumstances, industry observers have forecasted that
the demands for HDDs will start recovery in the second
half of the FYE2024, from its historical lows. The overall
HDD demands in the calendar year 2024 are expected to
surplus that of the year 2023, with gradual year-on-year
growth throughout the year 2027.
It is also noted that JCY is already qualified and shipping
or is being qualified on platforms in the high-end HDD
segment that are seeing year on year growth. JCY
remains optimistic of the HDD industry and there is no
new structural change in the dynamics of the digital
storage industry.

In HDD field, one of the Group’s subsidiaries, JCY
HDD Technology Sdn Bhd (“JCY HDD”), had been
qualified by its customer to supply a component for
HDD high-end segment in the FYE2022 and small
volume manufacturing had started in the late FYE2023.
JCY HDD will work closely with the customer through
our excellence in engineering and quality and continue
to venture into high-end spectrum of the HDD market,
which is seeing double digit growth.

Round 2

who want to sell just sell and move on lah. not need ask why this why that, talk 3 talk 4, rsi lah , macd lah no need act like u are so concern/ worry other people lose money

1.71 refer to yesterday closing price lah. TP rm2.01 too low

https://klse.i3investor.com/servlets/staticfile/439479.jsp

directors last entered around 0.85 use that as a entry guide

project winning keep coming in nonstop

Round 1: 0.40 to 1.09, Round 2: 0.85 to 1.90

son Round 1: 0.40 to 1.09, Round 2: 0.85 to 1.90

those like to predict day day share up or down, to me like tossing coin guessing head or tail. u get it right/wrong so what? I can predict next week share up, who sold this week going to regret, if I am right or wrong then so what?

no worry lah buy mother or buy son when up both make money. no need say son no value lah, too risky lah, high premium lah, whatever lah. buy what depend on your risk/pain tolerance.

what PE 44? are u expecting same earning like last year? try calculate the future earning lah, if dont know how then go read kenanga report then at least u have an idea why current share is going up