Hi! Guys.... We finally defeated the lies and those who intentially sabotage the fair value of JCY... Since the day we have discussions on JCY, the counter eventually reflects its fair value. (The following week has goned up >10%)

Take note, if investors prefer semi-cond or IT-related counters, JCY is the only preferable choice. (others like Unisem, Dufu, Eng Tek can forget abt it given the bleak outlook for the next 6 mths). JCY was not affected during the Thai flood, in contrast, it benefited from the price hike of HDD due to shortage of supplies.... Recovery of US economy is gonna to benefit JCY, being the major supplier to Western Digital and Seagate.

Let's make a good return of this couter b4 the ELECTION....HOHOOHO... TP: RM1.50 :cash: :cash: :cash: :cash:

If anyone has the faith in this counter, let's push it up!!!!!

Well. The fair value of a counter depends on the demand n supply of investors, if no one gives the support to a particular stock, do u think it will go up? Would there be any volume if no one supports? It all depends on everyone's trusthworth.

Let's give a full backing to JCY!!!! UP UP UP...........

If u look at the historical price for last week, it started to show the signs of rebounding.. PE for FY12 and FY13 is only 5-6x ( u can refer to any research houses' report).... Can u imagine how cheap it is for the current level given their size being the largest HDD producer in the world n bullish outlook?


Even if u wanna buy at current level for dividend yield (holding for 1 year), the yield is already 7-8% based on 50% dividend payout which was mentioned in prospectus.

Let's make a bit conservative... TP: RM1.50

Based on current price, upside still got 20%. I believe is attractive for any retail investors like us

For the next 6 mths, at least is guarantee tht the supplies will not recover. Hence, u will still see HDD prices hold at a strong level. earnings will eventually be good for JCY due to recovery of supplies later...

It was commented by most industry players in semi-cond industry. U look at Eng Tek. Why they want to revise lower price for the privatisation? Bcz all the machinaries are gone in Thai n it becomes scrap value. Logically speaking, when the whole plant is destroyed, it takes time to clean up, find a more suitable place, import the machinaries from Japan, recover the production lines.... I think 6 mths given is a conservative forecast which has not included the opportunity cost. Any hiccups will affect the supplies... N not to be forgotten, the earnings are always the laggard to reflect wht happened in the past.. Means that although it takes at least 6 mths to recover, the earnings will only be reflected 9 mths later (tht time u will see those players like Unisem, Eng Tek start to show improved earnings) ... AT the meantime, JCY would be the sole player to gain most due to Thai flooding, stronger USD dollar, no impairement loss due to unafffected plants, stronger HDD prices.



Last but not least, last year, JCY made a loss, so, anything to increase, will be a low-based effect. Tht's y in previous quarter, their earnings improved 1900% or 19x.

To make a better analysis, perhaps can check around the HDD mkt in Low Yat and also whether the HDD prices has come down.. Tht is the most straight forward survey....

Haha... I have no crystal ball. But i think it is impending... It also depends on everyone of us.... If everyone puts in the efforts to goreng, it will surely go up as the positive newsflow is there. Just waiting for sentiment to spread around.

Go! Go! Go!

My god. The news of not being affected came out 3 mths ago. It was publicly known. Tht's y share price rebounded from the low of RM0.49 to RM1.50 high... Tht's y earnings shot by 1900%. If the production line was affected, it should be -1900%.. LOL...

Yea.... Man!!! Still remember my remarks ?

JCY GO! GO! GO!.. LOL

Well. Buddies.... All Equity Research Houses just revised Semi Conductor or Technology sector to OUTPERFORM. The newsflow is there oredi... For those who started to join this forum 1 mth ago, we should have benefited from the ride. We are well ahead of all research houses given our early observation... Warriors, let's fight n push up the share price to at least RM1.50....>>>

JCY GO! Go! Go!

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Added on April 5, 2012, 11:26 pmWe dunn need to fight toes n nails to prove who is more superior or even come out a long list of calculation to prove our fair value. It is a matter of time to prove who is lying n who is correct. And also who makes better judgment.. The share price moves sideway thanks to ppl who favour n ppl who disfavour n try to even sabotage it....

If everyone is in line with one side, i believe the share price should have been valued correctly n should not hover below RM1.20 for so long..... Anyone here wanna make money? Let's team up together n push all the way up to RM1.50........ GO!!!!!!

This post has been edited by PSng: Apr 5 2012, 11:26 PM

Mates.... Let's make a gain on JCY.. my peers who started buying since the day i recommended here, mid-Mar, should have been Huat Huat Huat!!!!

Well.The day we discussed it touched a low of RM1.19 yesterday closing was RM1.37.. 15% upside in 1-mth.. If normal investor buys 50-100 lots.. Oso can earn $$$$ .. Risk is low compared to the rest of stocks.

Let's shoot it up to RM1.50>>>>> Go! Go! Go!

Mates.. Good job man. It is the results of teamwork. We manage to make it. It has already broken RM1.45. Let's make a big big gain b4 the GE... >>>RM1.80.... Then, tutup kedai. LOL

Welcome John,
According to rumours, PM might have some annoucement this Friday, the day the b4 Bersih. The GE has no impact on JCY at all, given tht JCY is not under any GLCs funds. JCY is expected to post big big gain this time on YoY basis and smaller gain on QoQ..

Another record high, RM1.57>>>>touching RM1.80 soon. Thanks for everyone's efforts

YoY means year-on-year while q-o-q means quarter on quarter

Selling pressure is ON!!!

Most buyers who bought at higher price last time have exited oredi. Tht's y most of the time u can c more sellers than buyers.. But share price remains high.. Otherwise, how could they sell?

SELL SELL SELL!!!!

Anything below RM1.40 is a good entry. Now is a bit pricey and share price should come down before moving higher. Pls dunn risk ur investment unless u expect share price can move above RM1.80. Otherwise, forget abt it. N now, worse still, US data seems not encouraging