Posted by telusdansuci > 2015-10-05 09:09 | Report Abuse

No confident but i already transfered some of this shares to Pmetal .

Posted by paperplane2 > 2015-10-05 23:24 | Report Abuse

Walao, so confident?

Posted by paperplane2 > 2015-10-05 23:25 | Report Abuse

I think HDD not dead! Now I discover actually sdd has high rate of disposal! After dunno how many times rewrite, it will be like impair! Not like HDD! Thts why HDD still the best meant for storage! No wonder lah!

Posted by lkwah86 > 2015-10-06 10:57 | Report Abuse

the cloud storage still need HDD, HDD for reliability

Posted by Beza > 2015-10-06 15:42 | Report Abuse

Not just all these facts, worse still it will involve a huge amount of investment in SSD with big storage space. From my friend work in Singaopore Seagate, he said so far no big investor want to start it.

Posted by telusdansuci > 2015-10-06 20:56 | Report Abuse

Totally no confident at all on this stocks .

Posted by sage > 2015-10-07 06:41 | Report Abuse

No need to have sour grape. Just wait patiently for result announcement in 6 weeks. Last 3 quarters the earnings of 133m move the share price to a high of .81. Coming result of 100m is a 200% increase in net profit from last Q and will bring total fy15 earnings to 233m. should easily crack the rm 1 barrier after result announcement. Btw good analysis banker.

Posted by telusdansuci > 2015-10-07 08:52 | Report Abuse

I don't think so can crack Rm 1.00/= .To crack Rm 0.80 also very difficult . Profit or not also the same . A wasting time counters and better transfer some to other counters . Only depend on USD. No innovation and many things .

Posted by bankertan > 2015-10-07 09:08 | Report Abuse

Difficult to crack rm 1 with 3 combined quarter profit of 133m yes. But 100m profit for 1 quarter alone is exponential profit. This only happened during flood. Guess how high the share price went then? Rm 1.62. Ringgit will stay weak for medium term and China WD buyout will only boost Jcy revenue. You made a big mistake selling out early my friend.

Posted by bankertan > 2015-10-07 09:17 | Report Abuse

You do realize China company tsinghua just announce 3.8 billion usd buyout stake in WD. Do you know who owns tsinghua? The China government with affiliation to China top university tsinghua. I think the China govt and its top academic university knows better.

Posted by Chin Pin Tan > 2015-10-07 14:00 | Report Abuse

http://klse.i3investor.com/blogs/genetec/83785.jsp

A detail explanation of HDD market, although it is promoting another company =)

Posted by pangolin > 2015-10-07 20:49 | Report Abuse

gmabateh !! finally ... stand firmly.. 70 cents above

Posted by Azamuddin Rosli > 2015-10-07 20:51 | Report Abuse

HDD is still good. http://www.bursamalaysia.com/market/listed-companies/company-announcements/4887505
this one on the rise

Posted by paperplane2 > 2015-10-07 21:54 | Report Abuse

Rm4.19 now, better run fast fast

Posted by telusdansuci > 2015-10-07 22:15 | Report Abuse

Why you ask people to sell .By right you should accumulate more . Don't worry i still hold a lots . Come on dear paperplane , please don't do it like that . Seagate is on the way in Penang, M'sia .

Posted by sage > 2015-10-11 14:42 | Report Abuse

coming quarter results is for reporting period ending 30/09 and earnings would have been locked to exchange rate on that day at.4.46

The following quarter result is for period ending 31/12 due to be annouced in Feb 2015. By then, the US FED would have started raising rates which will strengthen/appreciate USD against the ringitt. JCY sales are all dominated in USD.

Exponential profit of 100m for Q4 due to be announced in 5 weeks, upside in sales growth from China buyout of WD and coming US Fed rate raise. All 3 catalyst should easily propel share price past RM 1 even if ringitt stabalises.

Posted by lkwah86 > 2015-10-15 11:51 | Report Abuse

WD in talks to buy SanDisk?

Posted by paperplane2 > 2015-10-15 13:49 | Report Abuse

MYR back 4.10-4.15 level, very soon above 4, sell!

Posted by telusdansuci > 2015-10-15 17:05 | Report Abuse

Above 4 or below 4 ! Come on don't try to confuse people , ok and to brain wash people . Nowaday people very smart already .

Posted by bankertan > 2015-10-15 17:29 | Report Abuse

Use the opportunity to collect while the big fish is holding price down to accumulate. in 5 weeks this will not be a penny stock anymore.

Posted by mamatede > 2015-10-16 08:50 | Report Abuse

paperplane2 like post the same post in so many counter forum... SWT

Posted by Lim Chee Keong > 2015-10-19 13:35 | Report Abuse

Any good news

Posted by telusdansuci > 2015-10-20 12:49 | Report Abuse

Is that good news or bad because San Disk and Western Digital could reach an agreement as soon as this week ? Please help ! I get this news from www. market watch .com

Posted by lkwah86 > 2015-10-22 12:01 | Report Abuse

high volume today~

Posted by bsngpg > 2015-10-22 13:09 | Report Abuse

Raymond : where are you ? If you do not appear yourself this round, I may sell to lock in profit. You are always a clear barometer of JCY.

Posted by Chin Pin Tan > 2015-10-22 17:14 | Report Abuse

If this high trading volume can maintain 3 more trading days, price will fly!

Posted by sage > 2015-10-22 23:21 | Report Abuse

Good detailed report from UOB KayHian Conference with JCY on 15/10/2015

Buy Call with Target Price RM 1.08

https://42.156.32.166/cgi-bin/getReport.py?id=6db94a03-523f-47e3-8ee0-a12a777b1d7e

Posted by ridah118 > 2015-10-23 09:27 | Report Abuse

today bajet 2016 will help JCY int boost fly fly fly, vol high high

Posted by telusdansuci > 2015-10-23 09:42 | Report Abuse

Basikal sudah tua dan karat ,memang susah la .

Posted by halia > 2015-10-23 10:18 | Report Abuse

sleeping counter.....

Posted by telusdansuci > 2015-10-23 20:21 | Report Abuse

Tak tahu syarikat untung atau rugi next quarter ? Kalau untung kenapa director mahu disposed saham sendiri ! . AKU GELENG KEPALA . Sudah empat setengah tahun simpan kaunter tidur ini. Aduh !

Posted by slfan > 2015-10-23 22:00 | Report Abuse

JCY INTERNATIONAL BERHAD ("JCY" or "THE COMPANY")
- STATUS ANNOUNCEMENT OF THE PUBLIC SHAREHOLDING SPREAD REQUIREMENT PURSUANT TO PARAGRAPH 8.02 (1) OF THE MAIN MARKET LISTING REQUIREMENTS ("MMLR") OF BURSA MALAYSIA SECURITIES BERHAD ("BURSA SECURITIES") ............
pertaining to the above matter, the Board of Directors of JCY is pleased to announce that the Company has complied with the public shareholding spread requirement pursuant to Paragraph 8.02(1) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad following the disposal of 5,500,000 shares by a Director of the Company, Dato' Tan Shih Leng on 21 October 2015 and 22 October 2015 respectively. The Company's public shareholdings spread as at 23 October 2015 is 25.10%.

This announcement is dated 23 October 2015.

For furfill the bursa requirement.

Posted by bsngpg > 2015-10-23 22:17 | Report Abuse

Budget is infact a very bad news to JCY where minimum wage ups from 900 to 1000. This will definitely increase operation cost of JCY very significantly as it carries a very heavy workforce at 18000. 18000xRM100x12months=RM21.6mil.

Posted by sage > 2015-10-24 01:55 | Report Abuse

You are forgetting that Jcy workforce are spread across Malaysia, Thailand and China. Also if you read the uob report , they have reduced their total global workforce down to 17k since the start of year through automation. They plan to reduce the total workforce by further 30% within next 3 years. Noting that a 5% reduction in workforce number translates to net saving of 22m per year as per report. Malaysia minimum wage will not have significant impact.

Posted by cipapo > 2015-10-24 02:04 | Report Abuse

don't talk cock....hdd is a sunset biz

http://seekingalpha.com/article/3592686-western-digital-and-sandisk-are-planning-a-funeral-for-the-hdd

Posted by bsngpg > 2015-10-24 09:20 | Report Abuse

Hi Sage: Thks for highlighting that workforce is distributed into 3 countries and the latest workforce at 17000 people. Let's say Malaysia's workforce is 60% of the 17000 and 10% reduction a year from automation projects.
17000x60%x90%xrm100x12months=RM11mil increase on cost of direct labor.

Being said that I opine some people may throw JCY next week, however I chose to raid on the roller coaster till next height.

Posted by sage > 2015-10-24 09:41 | Report Abuse

Raymond, Why worry about something that's not going to happen for another 10 years. Who is stupid enough to buy a counter and hold it for 10 years. As long as earnings remain good for another 3-5 years that's more then good enough for investors. Jcy is sitting on a 250m pile of cash, pays one of the highest dividend yields and conditions are ripe for an exponential profit announcement in 4 weeks.

In fact ssd itself has not been doing so well that is why Sandisk sold itself to western digital.

http://www.techfact.net/sandisk-became-a-potential-target-for-rivals-due-to-its-struggling-says-analysts/

Posted by bsngpg > 2015-10-24 10:20 | Report Abuse

Where is Raymond? I like him a lot and I must not miss his comment.

Posted by sage > 2015-10-24 11:29 | Report Abuse

Cipapo=Your friend Raymond? Btw in your calculation you have not accounted for the savings after workforce reduction through automation. Drop in work force reduction from 18000 to 17000 is about a 5% saving which equates to 22m per year in savings as per uob report. 22m minus your yearly wage increase of 11m and they are still ahead by 11m in cost savings even if wage increase. They are aiming for another 25% to 30% reduction so the potential cost savings is tremendous.

Posted by sage > 2015-10-24 11:33 | Report Abuse

Not forgetting the company consistently turnover close to rm 2 billion a year in revenue so the potential to increase net earnings through cost savings is huge.

Posted by bsngpg > 2015-10-24 11:50 | Report Abuse

sage: Thks for your detailed explaination.

Posted by telusdansuci > 2015-10-24 22:30 | Report Abuse

Don't worry , nothing will going to happen next week as normal . Next quarter company still profit but when the shares price still cannot go up better change to other counter . Don't waste a lot of time by holding those sleeping counters . Better transfer it to Pmetal counter . RM 3.00/= can reach very easily .

Posted by cipapo > 2015-10-24 22:43 | Report Abuse

that's why western digital buy sandisk and all its patent to expand the SSD technology....which is the next generation....with all contents we view daily all are High Definition....mechanical HDD is a bottle neck....and thus will be dying fast like Floppy Disk....and the Zip Drives....

Posted by telusdansuci > 2015-10-24 22:57 | Report Abuse

By holding those sleeping counters as last you just get some dividend only but others are flying high . Remember hold for 4.5 years . Now i will slowly transfer all my shares on this counter to Pmetal counter . Remember life is short so make it sweet .

Posted by sage > 2015-10-25 14:21 | Report Abuse

Ssd has been around for a long while and is not the next generation storage median. Think 15 years ago with digital cameras, they all had a ssd card in them. It's just they have been too expensive to be used as mass storage and still are at 6 to 7 times the cost per g. Prices have come down but storage needs have also grown with online demand like cloud. More money needs to be spent to drive down the ssd price further and make them more resilient to rewrites.

The next generation of storage will be laser type storage, but like ssd too expensive to mass produce unless more investment is pump into research.

Posted by sage > 2015-10-25 14:29 | Report Abuse

What you said about hdd being a bottle beck makes no sense. If you are talking about playing a hd movie from a file that you have saved, there is no difference between ssd and hdd other then a slight increase in speed when the movie first loads, otherwise the movie plays at the same speed. This is why hdd are still used in graphic intensive game consoles like Xbox and PlayStation which mind you all play high def files.

If you are talking about streaming high def movies online, then it's totally irrelevant because the speed at which you stream/download the movie is determined by your internet speed not whether you are using hdd or ssd. It doesn't matter whether the movie is stored or hosted in a hdd or ssd array, your streaming/download speed is confined to your internet bandwidth. Nothing to do with hdd or ssd.

Posted by sage > 2015-10-25 14:37 | Report Abuse

Jcy supplies about 90% of its products to WD. Now that WD have bought Sandisk, what do you think jcy are going to do? They are sitting on 200m+ in cash and that pile us just going to keep growing.

First rule of business, give the customer what they want. Don't be surprised if Jcy is already looking around for a ssd component maker to buy! No business with this scale and size sits around to become dormant. It's the easiest why to grow and diversify and they have cash to do it.

Even if hdd sales stagnant, they just need to keep reducing cost to increase profit, which is what they are already starting to do. This is a company with 2billion in revenue a year. It has already conered the hdd market. Once it diversify into ssd components, it's going to be a different company.

Posted by cipapo > 2015-10-25 14:55 | Report Abuse

dude....ssd is the best upgrade anyone can give to a computer......imagine a laptop that uses hdd and ssd....go research on their booting up time....a laptop with ssd can instantly turn on and load up like a tablet device because there is no mechanical parts...the reason we still have hdd now is because hdd is still cheaper and reachable to consumers...ssd has no mechanical parts and only operates via a controller circuit, memory chip and software....the moment western digital acquires sandisk...get their patents...and mass produce SSD with economies of scale....it is goodbye to the HDD industry....and welcome to SSD era....look at LCD tv/Monitor....the moment manufacturer like Samsung able to mass produce with economies of scale....you can say goodbye to CRT TV /monitor.......same goes to genetec...further to that as hdd has mechanical parts....they tend to fail over time....SSD will be the way forward....stock analyst will not know as they are only sinkalans

Posted by cipapo > 2015-10-25 15:08 | Report Abuse

at current price now 0.770 JCY has already reached its peak and the risk is very high on any upside (if there are any)....for those who bought low...it's a good call to profit take or hold if u want...but for new entry...it's not recommended to touch...

Posted by cipapo > 2015-10-25 15:18 | Report Abuse

read this....
http://www.computerworld.com/article/2996498/data-storage-solutions/how-wd-installed-a-circuit-breaker-in-its-sandisk-deal.html

ssd demand is expected to rise....you think western digital is stupid to take up the debt in sandisk if they do not project a boom in the SSD industry??....technology is about ahead of the others....hdd market already saturated....there is only so much you can do with hdd...just only storing a lot of High Definition porn movies at cheaper cost consumers...but when SSD start storm the market at lower pricing.....it's game over for HDD...we are moving towards cloud computing....that requires fast processing...