 | Stock: [KRONO]: KRONOLOGI ASIA BHD Jan 23, 2021 11:09 PM | Report Abuse talking bout their next quarter profitability....wondering the ceo is dumping but Icap is accumulating...doubt the results will be spectacular... |
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| Stock: [JCY]: JCY INTERNATIONAL BHD Jan 23, 2021 9:35 AM | Report Abuse Reported by the edge this weekend..that's why the fly down..
News about JCY losing a major customer has put investors on the alert. There are concerns that a scaling back on buying by HDD producers as they embark on a rationalization of their supply chain may hurt the market.
Apart from JCY, two others listed HDD players are DUFU and Notion.
Industry observers are of the view that JCY’s announcement does not reflect the situation in the entire HDD market, citing competition and pricing as possible reasons for the JCY customer’s decision.
It is worth noting that there are various mechanical components in HDDs, with JCY mainly involved in producing base plates while DUFU and Notion manufacture disk spacers. The components are then supplied to three HDD giants, namely Seagate, Western Digital and Toshiba.
Market observers say the advantage enjoyed by DUFU and Notion is that demand for disk spacers increases in tandem with storage capacity. That is why observers see healthy growth for the next two years from Jan 2021 at least, especially enterprise servers for cloud computing in a post pandemic.
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 SDDs which a are faster, lighter, more durable and consume less energy.
The unit of shipment for HDDs is down 10% every year. Now (Jan 2021) we don’t talk about the unit of shipment but it is calculated based on the amount of storage which has been growing 30% per year since 10 years ago.
The storage growth will be even higher in the next five years from Jan 2021 driven by the work from home arrangements because of the pandemic. Technological advancements such as 5G will also spur the expansion in the HDD segment.
Exponential growth in data gas prolonged the life span of HDDs. As such HDD component manufacturers are focusing on higher end HDDs catering for enterprises.
Whole SSDs are seen as a threat for HDDs observers think that more time is needed for the SSD segment to catch up, on the back of huge investment cost involved. Despite the SSD price coming down in the past two years the cost of ownership for a higher version of HDD is still 10x cheaper than that of SSD.
Overall industry players do not foresee a structural change to the HDD segment, as demand from enterprise sector is still growing, albeit with shrinking orders from the consumer side.
Enterprise hubs such as Google will not choose to change to SSDs entirely because of the cost efficiency consideration. It is not just about the storage issue but they have to take into account other factors such as electricity voltage and backup system. Observers do not think the price gap between HDDs and SSDs will be closed anytime soon.
Enterprise HDDs will continue to be the target market for HDD component manufacturers. And it will tough for these manufacturers to venture into the SSD market due to the huge differences in internal components.
The HDD segment contributes 80% to Taiwan’s DUFU top line.
JCY loss of its major customer is expected to have a negative impact on its financials with possible impairment provisions for FY2021. In response it said a major realignment of its customer base has commenced.
Currently only 40% of Notion top line is derived from HDD business. |
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| Stock: [CIMB]: CIMB GROUP HOLDINGS BHD Jan 22, 2021 4:36 PM | Report Abuse accumulate on weakness, sure win in 2 more years to come |
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| Stock: [GENTING]: GENTING BHD Jan 22, 2021 4:34 PM | Report Abuse time to buy when there is fear |
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| Stock: [DUFU]: DUFU TECHNOLOGY CORP BHD Jan 22, 2021 4:26 PM | Report Abuse benchmarking against uwc of course not good |
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| Stock: [JCY]: JCY INTERNATIONAL BHD Jan 16, 2021 5:55 AM | Report Abuse only end of last year management was looking for buyers to sell their stake and heavily promoting their counter, only announce impairment going forward... |
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| Stock: [NESTLE]: NESTLE MALAYSIA BHD Jan 16, 2021 5:53 AM | Report Abuse this time around with mco 2, i doubt sales of essential food like maggie mee will be as good as during mco1 |
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| Stock: [NTPM]: NTPM HOLDINGS BHD Jan 16, 2021 5:52 AM | Report Abuse well run company, but with freight costs and multi year high, the cost of doing business is costly considering tissue is a cheap commodity product full of air |
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| Stock: [VERTICE]: VERTICE BHD Jan 16, 2021 5:46 AM | Report Abuse they r part of zenith consortium who is part of penang transport master plan |
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| Stock: [JCY]: JCY INTERNATIONAL BHD Nov 26, 2020 5:25 PM | Report Abuse if u read carefully, this quarterly results is not good if not for the one of adjustment which is favourable to jcy |
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| Stock: [SAMAIDEN]: SAMAIDEN GROUP BERHAD Nov 19, 2020 5:10 PM | Report Abuse Super stock...last 15 minutes rocket to the moon...awaiting tomorrow's limit up again |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 5, 2020 3:27 PM | Report Abuse Im just wondering if CPO price is above a certain threshold, do they need to pay windfall tax to the government? It used to be this way not sure if the ruling still persists today. If yes, then the earnings by the JTiasa could be affected. Anyone can shed a light on this? |
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| Stock: [SERBADK]: SERBA DINAMIK HOLDINGS BHD Nov 5, 2020 6:50 AM | Report Abuse the company is buying back shares and yet we have directors that keep disposing their holdings. |
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| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 4, 2020 10:20 AM | Report Abuse if only doing business can be so easy like calculating maths |
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| Stock: [TOPGLOV]: TOP GLOVE CORP BHD Oct 30, 2020 5:52 PM | Report Abuse top glove will be the first mover when the market recovers after the uSA election |
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| Stock: [NOTION]: NOTION VTEC BHD Oct 30, 2020 5:47 PM | Report Abuse Notion results out, hopefully, can see huge profits |
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| Stock: [VERTICE]: VERTICE BHD Oct 29, 2020 8:36 AM | Report Abuse something brewing in this counter? |
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