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 STOCK MARKET DISCUSSION V124, Seems like no one want this 124...

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Bonescythe
post Sep 5 2012, 06:21 PM

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Now is about pen and thumb drive already...

Next time use wad ah? Put the storage in hand palm ?
SKY 1809
post Sep 5 2012, 06:25 PM

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QUOTE(Bonescythe @ Sep 5 2012, 06:21 PM)
Now is about pen and thumb drive already...

Next time use wad ah? Put the storage in hand palm ?
*
Now u can buy a small Android PC for rm 150, without LCD and hard disk. yawn.gif

It looks like a pendrive.

Available in garage sales.

This post has been edited by SKY 1809: Sep 5 2012, 06:28 PM
river.sand
post Sep 5 2012, 09:03 PM

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QUOTE(yok70 @ Sep 5 2012, 05:57 PM)
Far from that I guess. See how tough VCD survives while DVD came out? Very tough. Not to mention the diskette on PC, and the audio tape vs CDs. They just won't go away easily.  laugh.gif
I guess HDD could exists for another 50 years. But it will be moving away from consumers into back office or server room. Even on consumer end, I don't think it will disappear in 10 years time.  biggrin.gif
*
I think notebook PC with HDD will disappear from the market very soon, but we will still use external HD to store photos, music and movies.
Of course, we may also store these large files in the Cloud, but the network connection will present a problem.
And, for privacy reasons, I think I will not store my blue movies in the Cloud laugh.gif


QUOTE(nasni @ Sep 5 2012, 06:17 PM)
talking about Floppy D, i recall it was 8", then shrink to 5 1/4" then 3.5", then no where in sight with the coming of CDs.

replacement coming when  mfg cost goes down further, competition, etc.... biggrin.gif
*
I am old enough to remember 5 1/4" FD. Are you older than me hmm.gif

This post has been edited by river.sand: Sep 5 2012, 09:23 PM
cherroy
post Sep 5 2012, 10:02 PM

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QUOTE(CP88 @ Sep 5 2012, 05:54 PM)
Thn HDD will discontinued and obsolute from market in another 3yrs time after yok 3 years time frame?  tongue.gif
*
I doubt HDD will obsolete as soon as 3 years.

It all depends on SSD in term of catching up in term of size and pricing.

As long as SSD still significant expensive than HDD, HDD still has a "life".

Market out there is very competitive, a couple of ten dollar to hundred difference can make a lot of different to manufacturers.
Last time, when SSD first comes out time, many laptop start to offer SSD based laptop, but after that very few can be seen in the market, because it makes the laptop a couple hundred more expensive than HDD based.
It is hard to sell a similar spec laptop just different in HDD or SSD but the later one needs to be priced a hundred or 2 more expensive.
Don't look down a hundred different in price, it can influence sales or consumer quite a lot as well as profit margin to the manufacturers as well as trading houses.
jasontoh
post Sep 5 2012, 10:12 PM

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In near future, I think HDD will do what current tape is doing - backup. HDD is faster, more reliable, so can use to store backups. SSD will be the replace HDD, but not so soon. Even now, we do not really fully optimized the SSD transfer rate due to SATA speed, and SSD only helps OS to boot faster. Load a 9GB video, it will still load the same in HDD and SSD. No one, as of now will use SSD to store HD videos as it still load the same on SSD or HDD.


Added on September 5, 2012, 10:15 pm
QUOTE(cherroy @ Sep 5 2012, 10:02 PM)
I doubt HDD will obsolete as soon as 3 years.

It all depends on SSD in term of catching up in term of size and pricing.

As long as SSD still significant expensive than HDD, HDD still has a "life".

Market out there is very competitive, a couple of ten dollar to hundred difference can make a lot of different to manufacturers.
Last time, when SSD first comes out time, many laptop start to offer SSD based laptop, but after that very few can be seen in the market, because it makes the laptop a couple hundred more expensive than HDD based.
It is hard to sell a similar spec laptop just different in HDD or SSD but the later one needs to be priced a hundred or 2 more expensive.
Don't look down a hundred different in price, it can influence sales or consumer quite a lot as well as profit margin to the manufacturers as well as trading houses.
*
This statement no longer true. SSD is now more expensive in terms of per GB vs HDD per GB. If you put a 120GB SSD on an ultrabook vs another 1TB HDD on ultrabook, I doubt the price will be vast different. The main different will only be storage space.

This post has been edited by jasontoh: Sep 5 2012, 10:15 PM
Boon3
post Sep 6 2012, 08:34 AM

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JCY plunges on “operation” of market-makers/institutions
Written by Ho Wah Foon of theedgemalaysia.com
Wednesday, 05 September 2012 12:29

KUALA LUMPUR (Sept 5): Shares of JCY International Bhd, a leading hard disk drive (HDD) maker in the world, suffered another major sell-down Wednesday after being badly bruised last month.

The plunge puzzled investors as the company will be giving out its interim tax-exempt dividend of 3 sen soon.

While in August the dumping of JCY shares was due to fundamentals on the back of its weaker results and dim outlook for the TECHNOLOGY [] sector and HDD sector, this time around it appears to be due to the operation of market-makers and institution.

At 11.59 am, JCY fell 13.5 sen or 13% to 90.5 sen after hitting a low of 89 sen in early trade. Its trading volume topped the active list, with 55.608 million shares transacted.

“The market-makers and institutions are causing JCY to plunge today by selling down the share to gain profit from the bigger fall (in percentage terms) of the call warrants,” said a senior dealer who follows JCY closely.

His explanation: “When these market-makers and institutions which have detailed knowledge of JCY shares and warrants sell JCY, the call warrants of JCY automatically fall with the mother share (JCY).

“As they had sold the warrants (at higher price) earlier, they are making a profit now if they buy back the warrants at lower prices. The profit they make from warrants is more than enough to offset the loss they incur in selling JCY today.”

While in percentage terms, JCY fell 13%, seven of the nine falling call warrants of JCY fell 25-50%. The only exception was JCY-HA, which actually rose.

The dealer noted that retail investors, who had earlier thought that JCY share was cheap as it had plunged below the RM120-RM145 target price of leading stockbroking houses, were caught with losses now after buying the share at above RM1.10 last week.

In fact, the market saw no reason why JCY should fall further after the August bashing as its third interim single-tier tax-exempt dividend of three sen goes ex on Sept 18.

JCY shares fell in August after global PC makers lowered their global outlook and CIMB downgraded the stock.
Boon3
post Sep 6 2012, 08:42 AM

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QUOTE(GregPG01 @ Sep 5 2012, 10:16 AM)
MAHSING more suitable for aggressive developer | investor then .

-> gearing up to make use of it's balance sheet.
-> purchasing lands acgreesively.
-> good branding and promotion friendly.
-> investor relations friendly.
-> revenue and earnings in strong uptrend.
-> liquid.
-> fund manager has positions .

tongue.gif
The one question I would have asked first is why property sector? Why 'invest' now?
Bonescythe
post Sep 6 2012, 08:55 AM

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QUOTE(Boon3 @ Sep 6 2012, 08:42 AM)
The one question I would have asked first is why property sector? Why 'invest' now?
*
Because nothing to write, so write property?
GregPG01
post Sep 6 2012, 09:01 AM

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QUOTE(Boon3 @ Sep 6 2012, 08:42 AM)
The one question I would have asked first is why property sector? Why 'invest' now?
*
if the price is right ... any time also ok ma . blush.gif blush.gif
Bonescythe
post Sep 6 2012, 09:08 AM

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Actually.. Property, when people say bubble will happen.. Well, you still see property prices rising up. So when is the bubble?

Most important, location... Developer..
magika
post Sep 6 2012, 09:11 AM

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QUOTE(aerobowl @ Sep 5 2012, 09:56 AM)
short JCY short JCY !!!
oops bursa cannot short
*
Dont be rabble rouser, JCY-HA is the short selling mechanism, only if you dare.
Btw, the support at 0.935 - 0.950 is company share buy back inoperation. Everyone including myself is puzzled, why JCY shares can go so low, quarter earning not that bad, future prospect still hot air only. Its only reason is instituitional sharks in operation, as its warrant fell by a higher percentage comparing to its mother share not to mention gains from JCY-HA.
Boon3
post Sep 6 2012, 09:11 AM

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QUOTE(GregPG01 @ Sep 6 2012, 09:01 AM)
if the price is right ... any time also ok ma .  blush.gif  blush.gif
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The right price would compensate for the outlook?
Sure boh?
What if the outlook is weak over a long period of time?
Can we afford the wait?
magika
post Sep 6 2012, 09:15 AM

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QUOTE(Bonescythe @ Sep 6 2012, 09:08 AM)
Actually.. Property, when people say bubble will happen.. Well, you still see property prices rising up. So when is the bubble?

Most important, location... Developer..
*
Property prices still has a long way to go, however could not expect sudden gold rush as monetary authority all over the world will nip it in the bud.

GregPG01
post Sep 6 2012, 09:17 AM

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QUOTE(Bonescythe @ Sep 6 2012, 09:08 AM)
Actually.. Property, when people say bubble will happen.. Well, you still see property prices rising up. So when is the bubble?

Most important, location... Developer..
*
in my opinion, the easy fast hike in property prices has been made . its back to the basic housing needs now.


Added on September 6, 2012, 9:19 am
QUOTE(Boon3 @ Sep 6 2012, 09:11 AM)
The right price would compensate for the outlook? 
Sure boh?
What if the outlook is weak over a long period of time?
Can we afford the wait?
*
yeah , so check balance sheet nice nice yeah . when all is piping hot, market consider profit profit . others take a back seat.

This post has been edited by GregPG01: Sep 6 2012, 09:19 AM
BboyDora
post Sep 6 2012, 09:19 AM

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Mmmmm.. How low PADINI can go?
Boon3
post Sep 6 2012, 09:25 AM

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QUOTE(magika @ Sep 6 2012, 09:11 AM)
Dont be rabble rouser, JCY-HA is the short selling mechanism, only if you dare.
Btw, the support at 0.935 - 0.950 is company share buy back inoperation. Everyone including myself is puzzled, why JCY shares can go so low, quarter earning not that bad, future prospect still hot air only. Its only reason is instituitional sharks in operation, as its warrant fell by a higher percentage comparing to its mother share not to mention gains from JCY-HA.
*
I was one who THOUGHT JayCee might report good numbers last month. I believed (wrongly) that JayCee could muster earnings around 170million plus.
JayCee reported 105million. It underpeformed a lot.
I remembered my notes well. I had 1.60 as a must watch point when JayCee was around 1.50+. Once it breached 1.60, I believed that JayCee had the legs to fly higher.
JacyCee did hit 1.60 but it went into reverse gear after that.
That told me something was wrong. I held back my decision to go into Notion.
Yes, the market, somehow knew that something was badly wrong... ahead of the earnings. The sharks knew.
If you look at JayCee earnings, its earnings can go bad really fast.
I remembered last time, JayCee earnings went from a profit of 55 million to a loss of 20+ million within one quarter.
Last month we saw JayCee earnings fall from 165 million to 105 million. It's a lot and it's fast.
And if the HDD outlook does not improve I think JayCee's earnings would fall much more.
However, I am surprised by the selling. 110+ was already drastic enough. This isn't no retail investors taking profit. This is the mighty sharks whacking the stock very hard. Now it's below 1.00.
Unless I am a good shark fighter and have some solid no shadow flying kick moves, I won't fight with JayCee's sharks now. Furthermore, at this juncture, I won't be fighting with just the sharks but I will also be fighting with some battered JayCee bulls.
aerobowl
post Sep 6 2012, 09:33 AM

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QUOTE(magika @ Sep 6 2012, 09:11 AM)
Dont be rabble rouser, JCY-HA is the short selling mechanism, only if you dare.
Btw, the support at 0.935 - 0.950 is company share buy back inoperation. Everyone including myself is puzzled, why JCY shares can go so low, quarter earning not that bad, future prospect still hot air only. Its only reason is instituitional sharks in operation, as its warrant fell by a higher percentage comparing to its mother share not to mention gains from JCY-HA.
*
when JCY from 0.70 shoot up to 1.4-1.6
the company chose the HOT time to say it will expand its business
but did the company really inject $ till today?
the company probably work hand in hand with the sharks and harvested a very good profit from shares market
Icehart
post Sep 6 2012, 09:36 AM

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QUOTE(Bonescythe @ Sep 6 2012, 09:08 AM)
Actually.. Property, when people say bubble will happen.. Well, you still see property prices rising up. So when is the bubble?

Most important, location... Developer..
*
Back in 2010, was reading an article by OSK on an upcoming boom on property sectors due to maturity of the baby's boomer children stage. The children are at the average age of between 28 - 32 where they believe this stage is the period when people will buy property. The research paper expect the bull to continue until 2014 or 2015 where until then the bear start coming in. hmm.gif
magika
post Sep 6 2012, 09:38 AM

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QUOTE(Boon3 @ Sep 6 2012, 09:25 AM)
I was one who THOUGHT JayCee might report good numbers last month. I believed (wrongly) that JayCee could muster earnings around 170million plus.
JayCee reported 105million. It underpeformed a lot.
I remembered my notes well. I had 1.60 as a must watch point when JayCee was around 1.50+. Once it breached 1.60, I believed that JayCee had the legs to fly higher.
JacyCee did hit 1.60 but it went into reverse gear after that.
That told me something was wrong. I held back my decision to go into Notion.
Yes, the market, somehow knew that something was badly wrong... ahead of the earnings. The sharks knew.
If you look at JayCee earnings, its earnings can go bad really fast.
I remembered last time, JayCee earnings went from a profit of 55 million to a loss of 20+ million within one quarter.
Last month we saw JayCee earnings fall from 165 million to 105 million. It's a lot and it's fast.
And if the HDD outlook does not improve I think JayCee's earnings would fall much more.
However, I am surprised by the selling. 110+ was already drastic enough. This isn't no retail investors taking profit. This is the mighty sharks whacking the stock very hard. Now it's below 1.00.
Unless I am a good shark fighter and have some solid no shadow flying kick moves, I won't fight with JayCee's sharks now. Furthermore, at this juncture, I won't be fighting with just the sharks but I will also be fighting with some battered JayCee bulls.
*
Its what I thought too, dont fight with the sharks, no shadow kick has yet to learn. Everyone is suprised by the sellof, some manipulation is going on.
Trying to profit from the volatilty , he..he..


Added on September 6, 2012, 9:39 am
QUOTE(aerobowl @ Sep 6 2012, 09:33 AM)
when JCY from 0.70 shoot up to 1.4-1.6
the company chose the HOT time to say it will expand its business
but did the company really inject $ till today?
the company probably work hand in hand with the sharks and harvested a very good profit from shares market
*
The company if I am not mistaken did some share buyback at 9.35-9.50..

This post has been edited by magika: Sep 6 2012, 09:41 AM
Boon3
post Sep 6 2012, 09:40 AM

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QUOTE(BboyDora @ Sep 6 2012, 09:19 AM)
Mmmmm.. How low PADINI can go?
*
Padini was priced as a growth stock.
Once a growth stock's growth story 'ends', the stock price can reverse very fast and very drastic.
Have a study on how the mighty rubber glove stocks' growth story ended. The pullback in stock prices was drastic.
Padini's earnings on a q-q basic fell from 28+ to 24+ to 15+.
One way a fund manager would look at Padini is a profit of 15+ equals to eps of 2 sen only. At a rate of eps of 2 sen, annualised eps would be around 8 sen. Does Padini deserve the current price of 2.04? Such a fund manager would think Padini is way overpriced and sell the stock down.
On the other hand, there are some, would prices stocks based on future prospects and they might think Padini has decent prospects with its recent JV with FJ Benjamin and these people would still be bullish over Padini.

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