Any relation?
JCY
JCY
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Aug 2 2010, 09:27 AM
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#1
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Senior Member
1,616 posts Joined: Aug 2010 |
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Aug 17 2010, 10:12 AM
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#2
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1,616 posts Joined: Aug 2010 |
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Aug 19 2010, 03:26 PM
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#3
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1,616 posts Joined: Aug 2010 |
In my humble opinion, their PE is still a bit too high
Even Seagate's PE is around 3-5 only, also they just announced SSD joint ventures with Samsung. SSD is supposedly the long term replacement for HDD. |
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Aug 20 2010, 09:39 AM
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#4
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1,616 posts Joined: Aug 2010 |
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Aug 30 2010, 09:14 AM
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#5
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1,616 posts Joined: Aug 2010 |
http://www.msnbc.msn.com/id/38903304/ns/bu...ss-motley_fool/
Intel warning. Here's the quote on JCY's 2 major customers: QUOTE However, the warning is a bad omen for hard-drive makers Western Digital and Seagate. These two companies have higher exposure to PCs, and less to booming markets like smartphones that use solid state drives (SSDs). Neither Western Digital nor Seagate have much exposure to those markets. |
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Sep 3 2010, 09:24 AM
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#6
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1,616 posts Joined: Aug 2010 |
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Dec 3 2010, 06:26 PM
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#7
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1,616 posts Joined: Aug 2010 |
QUOTE(skiddtrader @ Dec 3 2010, 06:07 PM) If the rumour is true, what makes you think he would pay any higher if he is the kind of person that would report lower profits in the first place to pay less dividends? Yeawor, thanks for pointing that out skid I think a more believable conspiracy theory is that the share is subdued so all the call warrants issuers will earn since it is all out of money. 3 call warrants in the market, 2 by OSK 1 by CIMB. I won't be surprised if those two research houses issues SELL calls or lower TP to push down the price further so they don't need to pay anyone anything. 2 of the Call warrants will expire by March next year. EDIT: Added lower TPs because I noticed OSK has a TP of only 85sens in the research for JCY, compared to their strike price of RM1.75 for their call warrant. How convenient. |
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Dec 3 2010, 06:50 PM
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#8
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1,616 posts Joined: Aug 2010 |
Yes he cashed out... I remember it was RM750m masuk pocket?
Back then it was pretty obvious what he intended to do, correct me if I'm wrong. So it's hard to say we got conned or left in lurch |
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Dec 6 2010, 03:23 PM
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#9
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1,616 posts Joined: Aug 2010 |
edit: don't want to offend, sorry
This post has been edited by Currylaksa: Dec 6 2010, 03:25 PM |
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Jan 11 2012, 07:28 PM
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#10
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1,616 posts Joined: Aug 2010 |
Short term play
The surge does not address the long-term phasing out by SSDs |
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