E J Tan's comment on JCY

E J Tan's comment on JCY. All Comments

E J Tan

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最新业绩虽不算特别抢眼，但管理层揭露首季HDD市场总出货单位按季成长3％，储存产能出货则按季成长22％，已连续两季成长。就现有市场趋势而言，产能使用率料在客户出货量走高带动下回升，下半年表现料更胜上半年。

5 months · translate ·

E J Tan

这些年来为应付市场逆境，JCY国际不断优化营运规模和结构，力求各环节精益求精，明显提升营运效率和竞争力，让公司在次季产能使用率不足50％的苛刻条件下录取盈利，这尤其值得注意，反映了强大内部生产力，一旦产能使用率明显回升，业绩或将捎来惊喜。

1 Like · 5 months · translate

E J Tan

Operational Leverage and Economies of Scale for JCY is Much Greater Than its Customers'.
At slightly below 50% plant utilization rate, JCY is already clocked in RM5.34mn in net profit.
Ask any production manager or factory owners that manufactures goods how important is it to get pass breakeven utilization rate.
When utilization rate surpass breakeven level, profits can flow in exponentially with every improvement in utilization rate (also known as economies of scale).