Posted by HC Lee > 2014-04-30 10:36 | Report Abuse

All semi con company doing very well....MPI financial very very strong and continue to be strong for this year. Just wait end of May for JCY financials...will not disappoint.

Posted by Antz > 2014-05-02 23:07 | Report Abuse

（吉隆波2日訊）隨著JCY國際（JCY,5161,主板科技組）交出亮眼的首季業績，分析員看好市場對硬盤需求量的強勁走勢將恢復該公司的盈利表現，令其估值依舊保有吸引力。
基於個人電腦銷售量滑落，拖累硬盤需求轉弱，JCY國際在2012至2013財政年陷入盈利暴跌的困境。然而，聯昌研究稱硬盤銷量的整體跌幅其實來得比個人電腦銷量的跌幅小，相信主要是企業市場以及移動硬盤市場的需求上漲，抵銷個人電腦銷量滑落的衝擊。
在去年下半年需求出現改善的情況下，聯昌預測硬盤銷量將會觸底反彈。2013年末季的全球硬盤銷量其實已寫下4.7%的按年增長，較預期表現更佳。
聯昌表示上述良好的表現主要歸功於移動硬盤市場和企業市場的銷量增長，分別按年走高7.5%以及21%。聯昌看好企業市場的強勁成長將為JCY國際帶來擴大雲端存儲業務的機會，藉此撤離滑落中的個人電腦市場。
此外，憑藉超薄硬盤產品的發展，聯昌亦相信JCY國際有望進軍平板電腦市場。假若該公司成功在該市場取得牽引力，聯昌估計其賺幅將可進一步獲得擴大。
與此同時，有鑑於部份同行業者正努力從泰國的洪水中復原過來，聯昌預測業者之間有可能面臨一輪的整合。作為全球最大硬盤零件製造商之一，JCY國際坐擁1億2千700萬令吉的淨現金。聯昌看好該公司在尋求潛在併購方面處於有利的位置，可藉此達到更好的經濟規模。
另外，基於JCY國際的主要客戶－－威騰電子（Western Digital）和希捷（Seagate）在高平均售價的情況下仍取得良好的訂單量，聯昌相信市場不會陷入價格戰。2014年的硬盤平均售價料持平，有助減緩該公司所承受的售價壓力。
儘管如此，聯昌還是提醒該公司潛在的風險，即來自固態硬碟（SSD）的威脅、原料成本上升以及美元走弱。
聯昌預計該股的估值介於99仙至1令吉零7仙之間，意味有31%至42%的上漲空間。（星洲日報／財經‧報道：孔令堯）

Posted by Devil86 > 2014-05-03 15:36 | Report Abuse

good future

Posted by chenhangtee > 2014-05-04 21:29 | Report Abuse

good time to accumulate, will see the result of accumulate soon.....

Posted by Tipper > 2014-05-05 09:37 | Report Abuse

Big wave coming.......

Posted by HC Lee > 2014-05-05 11:42 | Report Abuse

Less than a month to the good qtrly financial reports...buy now and reap the rewards end of month.

Posted by yhtay2k > 2014-05-07 15:40 | Report Abuse

A dissapointment when other shares like unisem have already shown a big run up. Carnt even break 0.76 decisively after numerous attempts.

Posted by sage > 2014-05-07 17:27 | Report Abuse

One institution after another doing the same thing, knock down, block and accumulate and repeat each time price try to go higher. This is not a laggard stock, is a stock artificially held low by institutions for accumulation. The rally will come only they have finished which I guess will be just before Q2 result announce or right after.

Posted by HC Lee > 2014-05-07 20:13 | Report Abuse

Yeah...the price is purposely suppressed for accumulation. Just need to wait end of month.

Posted by lhm3061 > 2014-05-08 10:54 | Report Abuse

politik in thailand will make jcy be a star????

Posted by HC Lee > 2014-05-08 13:40 | Report Abuse

Yeah...let the biz come to Malaysia. 3 more weeks to qtrly report. Can't wait for it's star to shine....

Posted by chenhangtee > 2014-05-09 00:09 | Report Abuse

Sure the share price will perform. WD and Seagate share price already up....Accumulate now and wait for the price to go up.......

Posted by Tipper > 2014-05-09 15:43 | Report Abuse

Announcement of good news would most likely to be brought forward

Posted by HC Lee > 2014-05-09 22:09 | Report Abuse

Sikit sikit menjadi bukit..

Posted by MSTrader > 2014-05-10 03:28 | Report Abuse

go

Posted by thradsah > 2014-05-10 14:48 | Report Abuse

jcy got factory in thai...

Posted by wisdomboy > 2014-05-12 23:34 | Report Abuse

IF U GOT PATIENT ENOUGH IN THIS COUNTER , U WILL GET REWARDED....
THIS COUNTER IS FORMING A CONSOLIDATE MODE BUT SOON GOING TO BREAK THE 0.79, AND TOWARDS RM 1.20 TARGET !!!!
SOMETHING BIG GOOD NEWS WILL COME....

Posted by Aaron Kwok > 2014-05-13 10:26 | Report Abuse

Wisdomboy, u r rite. Based on charts its poised to break 0.79. Next resistance 0.875 and then 0.99. Beyond that is 1.20. As long as 0.73 is not breached the rally will proceed in due course. Else stop loss at 0.71. Ripe for a rally soon as the last time it went above 0.875 intraday was 1.5 years ago. Also it artificiality closed at 0.90 a year back.

Posted by Aaron Kwok > 2014-05-13 10:31 | Report Abuse

Guys, conditions have changed vs. 2013 though 2013 was showing improvement. 2012 was a bad n declining year in sales, tnw, npbt etc. 2014 should show tremendously upside in sales n profits, just look at its peers. When it moves it moves n likely to repeat 2012 rallt. When it's base forming as in now it appears dead n lackluster/laggard but its not. Its a formation as what wisdomboy and some of you experts have poinyrd n reiterated. So, hang on there...

Posted by keshminder > 2014-05-14 16:40 | Report Abuse

alright.

Posted by wisdomboy > 2014-05-14 23:59 | Report Abuse

LOOKS LIKE SELLING PRESSURE IS THERE TODAY, LOOKS LIKE SOMEONE HEAVY SELLING, BUT I THINK TODAY IS THE LAST PRESSING DOWN AS THIS IS CALLED,A FAULTS SELLING PRESURE BEFORE SUPER UPTREND ...
MORE GOOD NEWS FROM NOW ONWARDS. LOOK AT UNISEM, THIS INDUSTRY IS SHOWING STRONG RECOVERY... CHEERS

Posted by Beh Marcus > 2014-05-15 11:33 | Report Abuse

Last trian to sky hihihihihi

Posted by HC Lee > 2014-05-15 11:48 | Report Abuse

From the share movements for the last 1-2 months, you can see the sharks are accumulating....up half a sen a day is good enuf....we r also patient.

Posted by HC Lee > 2014-05-15 12:07 | Report Abuse

Charts forming higher highs and higher lows....wait another 2 weeks and the beautiful results cannot be hidden anymore....

Posted by Beh Marcus > 2014-05-15 12:11 | Report Abuse

Hand on your bell guy coming soon hihihihihi

Posted by JimYeoh > 2014-05-15 12:19 | Report Abuse

ready for that day to come

Posted by HC Lee > 2014-05-15 12:24 | Report Abuse

MPI and Unisem alredi moving up so much....JCY turn will be coming soon.

Posted by JimYeoh > 2014-05-15 12:27 | Report Abuse

sold all my unisem to add more onto JCY..

Posted by BBB79 > 2014-05-15 12:28 | Report Abuse

play safe, i scare the quarter report out still loss...

Posted by Johnnys > 2014-05-15 12:32 | Report Abuse

it may report loss, because they add a lot new machine this year.

Posted by Beh Marcus > 2014-05-15 13:29 | Report Abuse

Last trian Liao hihihihihi

Posted by lhm3061 > 2014-05-15 14:15 | Report Abuse

beh marcus.. what u meaN , last trian liao???

Posted by Beh Marcus > 2014-05-15 14:23 | Report Abuse

Rocket star engine Liao.....wakakakakaka

Posted by HC Lee > 2014-05-15 15:58 | Report Abuse

Wakakakaka

Posted by Win_ling > 2014-05-15 22:08 | Report Abuse

when release quarter report?

Posted by wisdomboy > 2014-05-16 00:01 | Report Abuse

TODAY SO CALLED " SELLING PRESSURE " IS OVER PROVEN BY LOW VOLUME AND MORE IMPORTANT IT STILL MAINTAIN AT CURRENT PRICE, THIS SHOWS THAT IS VERY STRONG SUPPORT LEVEL, WHAT IS YOUR DOWNSIDE RISK IF U KEEP AT CURRENT LEVEL ??
BUT THE UPSIDE REWARD IS HUGE !!! THOSE KEEP HOLDING TIGHT THIS STOCK WILL ENJOY GOOD RETURN ... THERE R MORE GOOD NEWS TO COME ON THIS STOCK, GOOD RECOVERY OF THE INDUSTRY MIGHT BRING VERY GOOD RESULT THIS ROUND..
BESIDES, IF THERE IS DIVIDEND GIVEN, WE MAY SEE PRICE BREAK 0.80 THEN TOWARD RM 1.00 AND ALSO TARGET RM 1.20....

Posted by kheng > 2014-05-16 00:07 | Report Abuse

Dun be too optimistic. DJIA is going on correction soon which will take it down to 15044 level. Breakout of this strong support will result in market crash. Pray hard that it won't happen.

Posted by wisdomboy > 2014-05-16 07:44 | Report Abuse

TODAY SO CALLED " SELLING PRESSURE " IS OVER PROVEN BY LOW VOLUME AND MORE IMPORTANT IT STILL MAINTAIN AT CURRENT PRICE, THIS SHOWS THAT IS VERY STRONG SUPPORT LEVEL, WHAT IS YOUR DOWNSIDE RISK IF U KEEP AT CURRENT LEVEL ??
BUT THE UPSIDE REWARD IS HUGE !!! THOSE KEEP HOLDING TIGHT THIS STOCK WILL ENJOY GOOD RETURN ... THERE R MORE GOOD NEWS TO COME ON THIS STOCK, GOOD RECOVERY OF THE INDUSTRY MIGHT BRING VERY GOOD RESULT THIS ROUND..
BESIDES, IF THERE IS DIVIDEND GIVEN, WE MAY SEE PRICE BREAK 0.80 THEN TOWARD RM 1.00 AND ALSO TARGET RM 1.20....

Posted by wisdomboy > 2014-05-16 07:52 | Report Abuse

UNISEM SHARE PRICE ALREADY HITS NEW HIGH, SHARE PRICE IMPROVED 25 % ALREADY, WHILE JCY STILL AT CURRENT LEVEL , IT MIGHT SHOW NEW HIGH AS WELL FOR THE YEAR !!! ANY WEAKNESS IS OPPORTUNITY TO BUY, AND IF NO WEAKNESS TODAY , THEN BUY ON STRENGTH AS WE MIGHT SEE IT BREAK NEW HIGH VERY SOON.....

Posted by HC Lee > 2014-05-16 09:45 | Report Abuse

Buy and keep....capital gain + dividends assured. The longer you keep, the larger the rewards.....HUAT ARRRRRR

Posted by sage > 2014-05-16 10:02 | Report Abuse

All depend now on Q2 result which base on history should be release about next week. If result only a few million more or less then last quarter then very hard for price to go higher. But if Q2 result is exceptional like double or triple last quarter then for sure there is a lot more upside.

Posted by Tipper > 2014-05-16 11:31 | Report Abuse

Good news coming within these few days or even sooner...

Posted by Jjtrader > 2014-05-16 15:30 | Report Abuse

Tipper, what news mind to share ?

Posted by don218 > 2014-05-16 16:59 | Report Abuse

Last q already post 30 plus m. Sage. If this q post 30 m no good ???

Posted by sage > 2014-05-16 17:26 | Report Abuse

If post 30m+ again will be good but I don't think will be good enough to make share price higher. The big rally in 2012 Thai flood period was triggered by exceptional profit where profit in q1 was about 160m and then another 150m in q2. Both these profit make the share price rally pass rm1.50 during 2012. This year the last Q1 was 30m, but this did not factor in china game console yet and the IBM cloud expansion. The coming Q2 profit will be very important because these 2 factor will start to factor into the profit. If profit does not at least double for q2 to 60m then the risk of going back into loss again is very high for Q3 because not much buffer for gradual decline in profits as the quarters progress if there is a reversal in the turnaround. My opinion only. You buy and sell at your own risk.

Posted by wisdomboy > 2014-05-16 22:07 | Report Abuse

if this coming quater result continuesly 20m to 30m range and hopefully ( assume got dividend of 1 cent ) , just like the quater before, I THINK IT MIGHT ATLEAST GO TO RM1.00 THIS ROUND....
more IMPORTANT IS SOME BIG GUY IS COLLECTING FOR THE PAST MANY WEEKS AS THE PRICE STAND SO FIRM ( THE LOW IS GETTING HIGHER AND HIGHER ) !!!
DONT BE SURPRISE IT SHOOT UP TO RM 1.20 ...

Posted by Tipper > 2014-05-17 18:38 | Report Abuse

Result will be better n div will be higher than 1 cts given their good cash flow status...

Posted by wisdomboy > 2014-05-19 10:45 | Report Abuse

IF WHAT TIPPER SAY IS CORRECT ONE, HOPRFULLY, THEN THE PRICE NOW IS VERY VERY VERY VALUE TO BUY FOR MEDIUM TERM RM 1.20, AND IMMEDIATELY SHORT TERM IT WILL BE SHOOT UP MORE THAN RM 0.80 TOWARDS 0.90

Posted by MrGG > 2014-05-19 10:52 | Report Abuse

Thai Flood i assumed the company got the insurance claim this year in FY 2014

Posted by Beh Marcus > 2014-05-19 14:53 | Report Abuse

Jcy come on show us your power....