【JCY 5161 交流专区】JCY国际

傻人最有傻福

回复  cashonhand

个位有何高见。。。。 听说四月会去到1.50至1.70。消息还蛮可靠的。不过还是买卖自负 ...
meng8300 发表于 26-3-2012 01:11 PM

   多可靠？有几巴仙把握

meng8300

回复 561# 傻人最有傻福


    1.30会有80%， 不过1.50就不敢讲。。。。毕尽股市是没人可意料的

cashonhand

回复  cashonhand

个位有何高见。。。。 听说四月会去到1.50至1.70。消息还蛮可靠的。不过还是买卖自负 ...
meng8300 发表于 26-3-2012 01:11 PM

JCY’s share price may rise further if it can close above the 50-day MAV line. This stock has been correcting the sharp rise of the Oct-Jan rally for two months now. However, this could be over following the consecutive price increase in the past 3 days. There were signs of strength after it failed to close below RM1.07 last week, despite testing it 3 days in a row. The level also happens to be the 38% retracement of the Oct 2011-Jan 2012 rally. Buying was confirmed on 21 March when it closed the highest in 7 days, on a “Long White” candle. Volume has been consistently higher, suggesting the return of buying interest. Therefore, purchases can be made possibly on pullback toward the stop-loss level of RM1.07. A more conservative trade may even wait until the December-high of RM1.26 is broken, which will erase the dampening effect af the 22 March “Shooting Star”. The target is the early-January high of RM1.50 and a strong move could see the test of RM1.60, the high of June 2010. However, a failure to break above RM1.26 could see the return of selling, with a close below RM1.07 as the confirmation. Look for further support at RM0.94 and RM0.80, the Fibonacci retracements of the Oct 2011-Jan 2011 rally.

anakmal

要是能維持Q2,Q3,Q4醬好的成績，基本面就很很好了。


热门股 JCY国际


基本面好，又有買盤。。不錯，不錯。。

这位小兄弟

JCY likely to maintain strong earnings in Q2
By Francis fernandezPublished: 2012/04/19
http://www.btimes.com.my/articles/siwai/Article/

HUGE SURGE: Net profit rose by more than twentyfold to RM162 million in first quarter from RM7 million previously

JCY International Bhd's second-quarter earnings could be as strong as its first-quarter figures.

Southeast Asia's largest technology company is expected to release its second-quarter earnings by the middle of next month.

"Our production output should be on target," said JCY finance director, James Wong, in an interview with Business Times recently.

He added that the company has been doing well in the current quarter (second quarter), subject to external factors such as fluctuations in the currency markets.

In the first quarter ended December 31 2011, JCY's net profit surged more than twentyfold to RM162 million from RM7 million in the same period a year ago.

The huge surge was attributed to the flash floods in Thailand which had caused havoc to hard disk-drive (HDD) component manufacturers based in the kingdom.

The situation had benefited JCY which operations were spared by the October floods, thus allowing the company to take up additional orders from HDD makers, such as Western Digital Corp and Seagate Technology.

"We are doing well, not just because of the floods in Thailand, but also due to a strong product mix that helps us leverage on the pricing," said the Sarawakian, who is now based in Singapore.

Wong said Western Digital, one of the largest computer HDD manufacturers in the world, has been a long-term client of JCY. The Thai floods, meanwhile, has helped open up doors for JCY at Seagate, the world's top manufacturer of HDD and storage solutions.

"I would say that the business opportunities at Seagate for JCY currently are only at the tip of the iceberg," said Wong.

As at the end of last year, JCY had about RM68.74 million cash. The company had paid shareholders RM40 million in dividends in the first quater.

In the coming quarter, Wong said the company is hoping to declare more dividends and expects to be able to stick to a dividend of two sen (RM40 million).

JCY is about 75 per cent controlled by YKY Investments Ltd, while the rest of the company is owned by the public. Among its minority shareholders are Commerce Technology Ventures Sdn Bhd, Goldman Sachs and Morgan Stanley.

The company currently controls between 25 and 30 per cent of the mechanical component market for global HDDs. "We are one of the world's largest precision engineering manufacturers of HDD components, which makes us a strategic global company, with intrinsic values," said Wong.

The company has earmarked as much as RM300 million over the next two years for its business expansion. It employs over 18,000 people, of which 15,000 are based in Malaysia.

JCY has 18 factories located mainly in Malaysia, China (Suzhou and Foshan) and Thailand.

Meanwhile, Wong did not discount the possibility of buying rival companies if the opportunity arrives, but noted that JCY's long-term plan is to work on ways to reduce costs.

icy97

JCY国际料业绩媲美首季

财经新闻 财经  2012-04-20 11:26
（吉隆坡19日讯）JCY国际（JCY，5161，主板科技股）财务执行董事黄敬铿认为，公司产量落在目标内，所以预计将公布的次季业绩表现可媲美首季。

《商业时报》引述黄敬铿指出，JCY国际目前（次季）的表现不错。

截至2011年12月31日财年首季，JCY国际净利从上财年同期的700万令吉按年上扬2214%至1亿6200万令吉，主要是泰国水灾打击对手。

黄敬铿表示：“集团强劲的业绩不仅只受惠于泰国水灾，也是因为良好的产品组合拉高盈利。”

他补充，泰国水灾虽开启了JCY国际与希捷科技（Seagate）之间的合作，但事实上，集团与威腾电子（Western Digital）已经合作多年。[Nanyang]

这位小兄弟

今天股價“被”推高，是不是和warrant有關？？

edwardhooi

今天股價又开始。。。是不是xxxt有關？

hui0909

又要开始大起到2.00 了

这位小兄弟

今天閉市1.37
Q2預計這星期五出爐，可上探1.6+
短期（半個月）回報率達20%

yewleong

回复 570# 这位小兄弟


   今天收市RM1.46了  

yewleong

今天閉市1.37
Q2預計這星期五出爐，可上探1.6+
短期（半個月）回報率達20%
这位小兄弟 发表于 14-5-2012 07:50 PM

你太神了这样都给你算到，  你从那里知道 “Q2預計這星期五出爐”   ???

这位小兄弟

回复  这位小兄弟


   今天收市RM1.46了
yewleong 发表于 15-5-2012 05:26 PM

    進場咯

这位小兄弟

你太神了这样都给你算到，  你从那里知道 “Q2預計這星期五出爐”   ???
yewleong 发表于 15-5-2012 05:32 PM

    好彩的啦，醬低，撞也撞到啦。

從pass record - 2010Q2 在 20/5/2010
                       - 2011Q2 在 18/5/2011

再加上今天大起，相信買家已進場了。我TP到1.70-1.80就放畢竟現在的大環境不是很景氣，小賺20%再等下一次入場。

hui0909

昨天下午留意到~
赶快进场买了，今天卖
小赚

icy97

JCY蘇州廠房投入營運

企業財經16/05/2012 22:30
（吉隆坡16日訊）JCY國際（JCY，5161，主要板科技）宣佈，耗資4500萬令吉建設于蘇州第2間廠房正式投入營運。

該公司發佈文告指出，這家廠房佔地面積23萬7000平方尺，比該公司第1間廠房大3倍，是公司擴充計劃重要的一部分。

由于建設第2間廠房的土地是公司所擁有，該公司對于整個廠房的設計感到滿意，不管在營運流程、生產回酬等方面的表現均能達到公司預期。

JCY國際共投資3600萬令吉用以興建這第2間廠房，另外投資900萬令吉裝置設備，預計日后將可貢獻公司收益。

對于未來在中國的擴充計劃，該公司指出：“計劃近期內，將為新廠房增聘更多人手及增添更多機器設計。”[ChinaPress]

这位小兄弟

今天閉市1.37
Q2預計這星期五出爐，可上探1.6+
短期（半個月）回報率達20%
这位小兄弟 发表于 14-5-2012 07:50 PM

    明天有好戲看，入場請早，現在$1.51

这位小兄弟

SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2012	31/03/2011	31/03/2012	31/03/2011
		$$'000	$$'000	$$'000	$$'000
1	Revenue	576,584	397,432	1,135,618	836,336
2	Profit/(loss) before tax	163,458	12,521	326,042	20,076
3	Profit/(loss) for the period	163,092	12,458	325,544	19,970
4	Profit/(loss) attributable to ordinary equity holders of the parent	163,092	12,458	325,544	19,970
5	Basic earnings/(loss) per share (Subunit)	7.98	0.61	15.92	0.98
6	Proposed/Declared dividend per share (Subunit)	3.00	0.00	5.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.5868		0.4329

dividend 3仙，比預期的2仙好

icy97

Company Name	:	JCY INTERNATIONAL BERHAD
Stock Name	:	JCY
Date Announced	:	17/05/2012

Type	:	Announcement
Subject	:	OTHERS
Description	:	JCY International Berhad ("JCY") - Recommendation for declaration of second interim dividend for the financial year ending 30 September 2012
Announcement Details/Table Section : The Board of Directors of JCY is pleased to announce the recommendation for the declaration and payment of a single tier tax exempt second interim dividend of 3 sen per ordinary share or 12% for the financial year ending 30 September 2012. The date of entitlement and date of payment in respect of the aforesaid dividend will be determined and announced in due course.

icy97

成本管理奏效‧營收不俗‧JCY次季淨利漲12倍

大馬 業績出爐  2012-05-18 11:49
（吉隆坡17日訊）受硬碟元件繼續短缺、成本管理見效和貨運量增加帶動，JCY國際（JCY，5161，主板科技組）截至2012年3月31日止第二季淨利按年暴漲1209.1%至1億6千309萬2千令吉，帶動上半年淨利上飆至3億2千554萬4千令吉，比去年同期1千997萬令吉高出1530.2%。

半年淨利增15倍
此外，由於產品平均售價高企，加上銷售量走高，第二季營業額按年成長45.1%至5億7千658萬4千令吉，推動上半年營業額走高至11億3千561萬8千令吉，較去年同期成長35.8%。

派息3仙
該公司宣佈派發每股3仙第二次中期單層股息。

該公司財務總監黃敬堅在業績發佈會上表示，儘管硬碟驅動器（HDD）平均售價在次季稍微滑落，但整體而延仍令人滿意，而且不預見未來數季內出現大幅回落情況。

“有人認為泰國水災對硬碟驅動器供應鏈的衝擊已經結束，產能將很快恢復正常，但我否定這樣的論點，泰國水災對硬碟驅動器領域造成的衝擊，絕對無法在短期內完全復原，主要是再投資資金需求龐大和地緣風險偏高，最關鍵的是，目前生產設備供應產能無法在短期內填補所有短缺。”

他也相信，即使未來市場產能被正常化，硬碟驅動器平均售價也難以重回水災前水平，同時不會對公司產品需求造成太大衝擊，主要因買家在經歷泰國水災後的多元化貨源考量，將繼續讓產能分布均勻的公司從中受惠。

黃敬堅認為，雖然硬碟驅動器平均售價料繼續小幅走低，但整體價格依舊強穩，公司強調產能提昇和多元產品等策略亦有助捍衛未來成長。

持續留意併購機會
詢及是否可能涉足併購活動，他直言有一直留意市場併購機會，惟至今沒有滿意目標，未來將繼續留意方面機會，不排除任何可能性。

針對派息率，黃敬堅說公司目前具備充裕派息能力，會在下半年重新考慮50%派息政策，惟仍需視整體資金需求而定。

“除非出現無法預見的狀況，否則在平均售價高企、產能優化策略和攫取額外市場需求等有利條件支持下，公司來季業績有望保持驕人。”（星洲日報／財經）