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Currylaksa
post Aug 2 2010, 09:27 AM

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http://blogs.wsj.com/marketbeat/2010/07/14...-in-ipad-world/

Any relation? unsure.gif
Currylaksa
post Aug 17 2010, 10:12 AM

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QUOTE(Alan Soo @ Aug 17 2010, 10:03 AM)
But the media seen try to hide this issue, never mention company name.
*
Any links/source to this news? smile.gif thanks
Currylaksa
post Aug 19 2010, 03:26 PM

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In my humble opinion, their PE is still a bit too high ohmy.gif for this kind of cyclical HDD stock in a mature industry.

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.
Currylaksa
post Aug 20 2010, 09:39 AM

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http://www.tomshardware.com/news/eee-ipad-...eepc,11110.html
Currylaksa
post Aug 30 2010, 09:14 AM

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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.

Currylaksa
post Sep 3 2010, 09:24 AM

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QUOTE(W.ROOK @ Sep 3 2010, 07:57 AM)
Made a little bit....kind of hit and run.

Time to move on to others.
I could be wrong but yesterday I think was merely a technical rebound after so many days of downs.
*
It's a major goreng shocking.gif
Currylaksa
post Dec 3 2010, 06:26 PM

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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?

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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Yeawor, thanks for pointing that out skid blink.gif
Currylaksa
post Dec 3 2010, 06:50 PM

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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 unsure.gif if we did our homework
Currylaksa
post Dec 6 2010, 03:23 PM

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edit: don't want to offend, sorry blush.gif

This post has been edited by Currylaksa: Dec 6 2010, 03:25 PM
Currylaksa
post Jan 11 2012, 07:28 PM

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Short term play hmm.gif

The surge does not address the long-term phasing out by SSDs

 

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