tpee1999: "fortuneBloming san, ohaiyo gozaimasu. it will my pleasure to accomodate ur request ( S.daddy related matter ) , unfortunately, it is my principle , not to entertain request by esteemed i3 traders/investors."
Be steady, JCY still riding on AI data center HDD theme + pure manufacturer HDDs which support 25% of world HDDs part with 10000 AI DC building requirement. As long as Notion share price continue up in gradual mode, more genuine buyers continue buy Notion shares, eventually JCY will look very cheap & ride along together with Dufu as well. Continue hold, add for next 6mths till Feb'25 Qtr result out, will show how promising it will be.
Refer to Micron qtr result future guidance, it stated just 3mths vs last QoQ, revenue jump 50% QoQ on AI dara center with more & more AI DCs customer require + to raise ASP price following WDC & Seagate practise. So just be patience, hold & wait for coming next Aug'24 Qtr result revenue & earning out for better future forecast guidance.
There is a high market expectations on smartphone & PC revenue will boost Micron, even it earning reported beat expectations but the sales is flat temporarily. Don't underestimate coming Apple iPhone 16 with AI features, there will be massive growth of loyal Apple fans to queue & buy this new iPhone release in Sept24, then Micron, Sk Hynix & Samsung sales orders will shoot up the sky once ot get crazy. If anyone do deeper research, almost all US banker, analysts, fund mgr are buying Apple shares in big volumes, raise it target price to $260 to $275 range by early next year 2025, expected massive buying iPhone16 with higher ASP + raising demands.
I believe Micron will be great as well in later this year. The key important here is HDD, Micron reported 50% QoQ revenue up alone in AI data center business, and now we are buying and holding JCY, Notion and Dufu direct correlated with AI DC.. so the power of HDDs, SDDs volume will be massive big in coming year end 2024.
Cut jcy at 70.5sen, swap all to notion due to message from Notion...
The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.
Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in tandem with the unit of shipment, which has been falling over the years because low-end HDDs are being replaced by solid-state drives (SSDs), which are faster, lighter, more durable and consume less energy.
In summary, 1. JCY correlate with HDD unit shipment and low end HDD use in PC 2. Dufu and Notion correlate with HDD capacity and high end HDD use in hyper scale data center
HDD business on 3 main customers (WDC, Seagate, Kioxia) all are using these 3 suppliers JCY, Notion & Dufu as their part counterpart all the times since before IPO, tied to their operation systems for many years ago, supply parts to HDDs, since day one.
An SSD components are a controller which performs a role similar to the CPU in a PC as cache memory, NAND flash for data storage and DRAM which links between the SSD and the external devises.
A HDD components are platters, a spindle assembly and an actuaror assembly plus a casting to strore those three components. JCY only supply the casting. The most important component is a logic board that controls the operation of the HDD.
Got to force hng33 to cut lost in JCY to move to Notion. What if Notion continues to fall? For me just keep the profit (minus today lose a bit) back into the bank.
Well, I am no sifu at all, but reading through everything I would be inclined to consider🤔 kkwong13's assessment as the most balanced, the most rightly nuanced and the most complete
so I won't be switching to notion just yet, while some others might choose to think🧐 differently
Buy low sell high If you can stomach the risk of the ups and downs and have spare money to lose, that's fine. If you are afraid to lose your money and want a quickie profit or cut loss.. sell. Easy decision.
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.
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.
Well, I am no sifu at all, but reading through everything I would be inclined to consider🤔 kkwong13's assessment as the most balanced, the most rightly nuanced and the most complete, thanks buckets, sifu🙏🙏🙏
so I won't be switching to notion just yet, while some others might choose to think🧐 differently
hng33: "Cut jcy at 70.5sen, swap all to notion due to message from Notion..."
sorry, sifu hng33, but you seem to lately have transformed into a constantly vacillating regularly mind shifting counsel, for reasons likely much better known to yourself, rather than a firm steadfast resolute judge of matters and situations
sorry dude, no no no, no go for me, I'm much more aligned with the much robuster much longer term views of sifus calvintaneng and kkwong13 on jcy
maybe some others might want to think🤔 kind of somewhat differently, that is of course their own personal choice
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
NatsukoMishima
7,300 posts
Posted by NatsukoMishima > 3 days ago | Report Abuse
https://www.orientaldaily.com.my/news/business/2024/06/27/661503