Posted by alntm > 2012-02-17 16:42 | Report Abuse

since osk issued the warrants, they are paying, no? does osk still have ammo to press down?

Posted by Utopia > 2012-02-17 16:43 | Report Abuse

WD takes 2 years to recover production. Is it fully recovered it production or partly? If it recovered fully, should we concern about it productions already start running 25% by this June, 50% by this coming Dec?
Manufacturer don't waste time, even there's one Cnc line complete, they will also let it run production.
Will the TP set for JCY affected, after they started part of their production?

Posted by Fat Cat Tim Buddy > 2012-02-17 16:45 | Report Abuse

big shark pull down, big croc pull up.

Posted by Stocker > 2012-02-17 17:05 | Report Abuse

There is a rumour someone important from JCY is dying.

Posted by alntm > 2012-02-17 17:08 | Report Abuse

whoa becareful starting rumours like that....

Posted by Fat Cat Tim Buddy > 2012-02-17 17:14 | Report Abuse

don't worry, aaron ramsey didn't score against ac milan, the rumor is fake.. hahaha

Posted by Stocker > 2012-02-17 17:22 | Report Abuse

Hope that this rumour is not correct too. Bless.

Posted by lamken > 2012-02-17 17:48 | Report Abuse

Osk may still have small ammo left because they been short selling as well from the way the share price behaving in last 2 days. The Hands shark meant to be start fight back from today according to source but there has been delay. I expect fight to start Monday. Rumour about Someone important dying is bullshet. Like I said just relax and be patient. It will happen.

Posted by verylovely > 2012-02-17 19:09 | Report Abuse

Just bought 30,000 JCY shares at RM1.26, in view of its current attractive PER.

Posted by Ariff Shah > 2012-02-17 19:22 | Report Abuse

I guess there will be huge volume movements towards the end of every trading day next week.

.. still hoping to catch some more at 1.25 or lower

Posted by charlie chia > 2012-02-17 19:25 | Report Abuse

lamlen what flight do you mean. push up or down

Posted by verylovely > 2012-02-17 19:55 | Report Abuse

OSK Review on JCY dated 09 Feb '12

JCY International (JCYH MK, TRADING BUY, FV: RM1.80, Last Price:
RM1.41). JCY's 1QFY12 results were stronger than expected, beating
ours and consensus forecasts while representing 43% and 70% of the
full year estimates respectively. This quarter alone saw core earnings
of RM162.5m (+515% q-o-q, +2063% y-o-y) marking its best quarter since
listing, mainly attributed to (i) the increase in ASP by 20%-50% (ii)
the appreciation of USD against MYR by 4.2% q-o-q (+1.2% y-o-y), (iii)
effective product mix concentrating on base plates and actuators
production which command higher margins and (iv) efficient cost
management. In sum, we revised our earnings forecast upwards by 21%
and 34% for FY12 and FY13 correspondingly while raising our FV to
RM1.80 based on an unchanged 8x FY12 PER.

Posted by verylovely > 2012-02-18 07:05 | Report Abuse

http://thesun-epaper.com/fri/10022012/files/assets/seo/page12.html

Posted by verylovely > 2012-02-18 09:09 | Report Abuse

CIMB Research's predictions. Our FY12-14 profit forecasts are raised by a substantial 41-45% to factor in our upward revision of revenue and the positive operating leverage, CIMB said. It now expects JCY to make RM714.9 million, or 35 sen a share, in FY12. The firm, however, cautioned that investors would need to keep an eye on JCY's rivals. JCY had benefited from a shortage of HDD components in the market because production from rival factories in Thailand were affected by the floods last year. A recovery in production could come as early as the third quarter of this year. "A sharper-than-expected contraction in average selling price or drop in allocation by customers would hurt JCY's bottomline," CIMB said.It has a target price of RM2.22 for JCY, but maintained its trading buy call because of the uncertainties in the market.

Posted by cmlooi > 2012-02-18 23:11 | Report Abuse

Try Adam Khoo's at TTDI or Chartnexus or tradethetruth's Bill Wermine/Martin Wong's courses. You'll be given some free software when u sign up & lots of follow up support.

Posted by cmlooi > 2012-02-18 23:18 | Report Abuse

Rephrase: you'll probably be given a free trial software along with the course. Do attend previews but not necessary to sign up on spot. Some other previews aims at US markets and options or forex. Be careful. I suggest to stick to local flavor & avoid forex or options until u have gained much expertise & had lost some money to sober u up first.

Posted by cmlooi > 2012-02-18 23:24 | Report Abuse

Try Australian & local authored books. You'll love them.

Posted by kizz > 2012-02-19 00:49 | Report Abuse

Sure.. Thank u very much for the information provided..

Posted by raphael > 2012-02-19 09:43 | Report Abuse

cmlooi : very valuable information!!i just started to read at daryl guppy's article recently...

Posted by cmlooi > 2012-02-19 12:12 | Report Abuse

Stock trading or investing (super long term traders) requires maturity. When you're young, lots of hormone pumping and gets you super excited. After some time, you'll get old enough and things get into perspective. Same with trading, after you had tried all sorts of strategies and has lost lots of money and read a lot of other's experiences, hopefully you'll sober up and manage to catch the tide instead of the tiny ripples with some courage. "Buy at support, sell at resistance and 2% position size".

Posted by Jjtrader > 2012-02-19 23:12 | Report Abuse

What will happen to JCY next week ? Can't wait to see .... MUST BE VERY INTERESTING

Posted by cmlooi > 2012-02-19 23:13 | Report Abuse

Don't just read Daryl Guppy's articles. BUY his book : Guppy Trading and Trend Trading.

Posted by bonescythe > 2012-02-20 10:00 | Report Abuse

Now sideway ding dong at 1.2x... =D

Posted by Utopia > 2012-02-20 10:48 | Report Abuse

Quite worry, 1.1x stop loss ...

Posted by bonescythe > 2012-02-20 10:53 | Report Abuse

1.1x can be 1.10 or 1.19

Big difference..

Anyhow, continue to expect JCY hovering at 1.2x, not erasing the chances of it hitting 1.1x

Posted by petracot > 2012-02-20 11:32 | Report Abuse

JCY is crushed by the two opposing forces - Market and CW issuer. Looks like the latter is prevailing for the time being. Do not be dismay, when the winter Feb is over, the spring March will arrive and J-C-Y will leap for J-O-Y.

Posted by Fat Cat Tim Buddy > 2012-02-20 15:23 | Report Abuse

no more hope for warrant holder already, they going to cry till a river.

Posted by bonescythe > 2012-02-20 15:24 | Report Abuse

Hoho..Today will be striking Rm1.1x liau lu =D

Posted by Tan Xin Rong > 2012-02-20 15:27 | Report Abuse

Good luck JCY. I will in when 1.1

Posted by bonescythe > 2012-02-20 15:44 | Report Abuse

RM1.10 ? So low ah.. Hmm, probably can reach there.. I tot you want RM 1.19, then I will grant your wish

Posted by Usry Bin Abdullah > 2012-02-20 16:04 | Report Abuse

Tan & mr bonescythe: i wait for cheap sale Rm1 or RM0.90... may be next week...hahaha

Posted by bomblikeme > 2012-02-20 16:09 | Report Abuse

petracot: I think they probably strike a deal on it already..so warrant holders truly cry out..just like the rain in kl now...

Posted by Usry Bin Abdullah > 2012-02-20 16:22 | Report Abuse

If like this,it not impossible for me to collect at RM1 next week.. lagi ada 5 day to go...!! keep going south JCY...down..down!! i wait 4 u...

Posted by bomblikeme > 2012-02-20 16:35 | Report Abuse

Usry: I'm not stating this as if they've already done it. I'm just assuming judging from how the price is not pulled up to reflect the exercise price (since it is going to be a 5-days average)

Posted by Usry Bin Abdullah > 2012-02-20 16:44 | Report Abuse

Bomblikeme: i expect the price for JCY will go till RM1 coz as we knows JCY will pay divident 2% and the ex date is on 9 March 2012.. through my observation on stcok price, the rice will drop during ex date..by the way there are a few stoc not follow this trend.. 80% of stock price that i observe is down after they announce a divident pay out. That y i expect the JCY price will down further.. by the way this is my observation..:)

Posted by Cantona2662 > 2012-02-20 16:45 | Report Abuse

From a low of 40sen in end Sep 2011 to a high of 1.40 recently = 250% in slightly more than 4mths.

did the earnings go up so much?
since px always move ahead of fundamentals, dont u think the px has move way too far ahead of its numbers?

for me, fundamentals just dont work n i'd rather FOCUS on the px. In this case, the px has reached its top n come down to 1.20.

This is what I meant earlier by Buy High, Sell Low.

-peace-

Posted by bomblikeme > 2012-02-20 16:46 | Report Abuse

Usry: Icic - I'm afraid my point is taken as a false-truth that many believe on..I was just assuming in my point of view..thanks for sharing...

Posted by bonescythe > 2012-02-20 18:27 | Report Abuse

RM1.19.. So RM1.1x is here already.. Ooiyoh...
Lesson is, don't go against the shark.. Shark want it down, don't be a Hero to rescue it..

Posted by hannah > 2012-02-20 18:57 | Report Abuse

Mr.good-guy Lamken, now that I've seen the power of this Invisible hand, I've started to believe in you. The price may hv dropped due to the ruthless sharks, but I strongly believe it will soar up again once s*l*y sharks r already out of the picture!! Cheers!!!

Posted by Tan Xin Rong > 2012-02-20 19:01 | Report Abuse

that's why when i set my target 1.1, i won't let temporary "noise" (like that day rebound 1.3x) affect me, because that's my style...i will wait 1.1, my personal margin of safety

Posted by Fat Cat Tim Buddy > 2012-02-20 19:16 | Report Abuse

maybe osk even press the price till below 70 cent, then they a cent also dont have to pay. wtf man. i guess... leasson learned? don't ever listen to anyone when it come to buying stock.

Posted by Tan Xin Rong > 2012-02-20 19:31 | Report Abuse

yea....go buy nestle, you drink Milo and Nescafe everyday

Posted by dknycom > 2012-02-20 19:35 | Report Abuse

JCY going to break RM 1.10 in this week very soon. Shit!!!

Posted by Utopia > 2012-02-20 23:16 | Report Abuse

Omg, this is so demotivating T_T

Posted by Stephen Lee > 2012-02-20 23:47 | Report Abuse

Bloodshed. Listen to those smart Alex will bring you to HOLLAND.

Posted by ahyeo > 2012-02-21 00:15 | Report Abuse

Is JCY making an announcement tomorrow ? Wat is it about ?

Posted by ahyeo > 2012-02-21 00:23 | Report Abuse

wat surprises me is Notion declared loss for 4Q11 due to flood yet can still go up 30%. This CW-expiring thingy is really amazing...

Posted by ahyeo > 2012-02-21 00:30 | Report Abuse

Feb 13 (Reuters) - JCY International is a standout performer in Malaysia based on analysts' upgrades of its earnings estimates over the past month, data from Thomson Reuters StarMine shows.

Analysts have raised their full-year earnings per share estimates on the hard disk drive manufacturer by 47.6 percent. The data covered 140 companies tracked by at least three analysts.

JCY has a high Value-Momentum score of 98 and an Analyst Revision Model score of 100. The stock trades at 1.4 ringitt, one-third of its StarMine Intrinsic value of 4.15 ringitt.

Posted by ahyeo > 2012-02-21 00:36 | Report Abuse

Guys, just for your record, prior to Thailand flood, the HDD Shipment per Quarter was 177 Million Units. In the 4Q11, due to the flood, only 108 Million units were shipped yet JCY had made >20X net profit QoQ. Market estimates 1Q12 HDD unit shipment will be 135 Million units and 165 Million in 2Q12. With JCY competitors still out of the picture for 1Q12 and 2Q12, JCY's profit can only surge higher and higher.....I am with Lamken's story! Be patient and wait it out...don't panic!

Posted by Fat Cat Tim Buddy > 2012-02-21 00:41 | Report Abuse

ahyeo, lamkem ,ewik is the same guy?