DUFU TECHNOLOGY CORP. BHD

KLSE (MYR): DUFU (7233)

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Last Price

2.22

Today's Change

-0.01 (0.45%)

Day's Change

2.20 - 2.25

Trading Volume

1,723,600

Details of Changes
Securities After Change
Transactions
Ann. Date Name Details of Changes Securities After Changes
Date Type No. of Shares Price Direct (%) Indirect (%) Total (%)
Discussions
11 people like this. Showing 50 of 7,438 comments

dchin472

U are not having the fact that account on company is past tense

6 days ago

legendmonkey

Oops. Is ok. let him be. share price speak itself.

6 days ago

dchin472

Yes as long as what he speak makes him happy

6 days ago

value88

Stock investment is forward-looking, not backward-looking, I suppose everyone in market long enough should have no doubt on this statement. It is very clear that 2024 is a recovery year for the semiconductor industry, almost all quarterly reports published by Bursa's technology companies so far have given such positive guidance. In addition, 2H 2024 will be better than 1H 2024. Therefore, present time is the beginning of the boom, as Dufu's management has claimed: it is the onset of a semiconductor upcycle. Isn't this very clear where we investor should put our bet :) ?

6 days ago

James_Bond

As the matter of fact, currently factory utilization capacity of Dufu yet to improve and this simple tech could easily replaced by Vietnam, India, or China factories! Dufu share price recovers because of data center trading sentiment at the moment!

6 days ago

autoven

hahaha...i believe myself....this morning i top up and collect more due to panic...this is great chance...

6 days ago

autoven

James...i know your intention is good and helping newbie...sometimes...it didnt work this way...
BTW, we need to LOOK FORWARD AI please.....

6 days ago

dchin472

James I think u not been to agm yesterday that’s why you say out something like this

6 days ago

autoven

do you know the syndicate very smart....they know the QR not gonna good...they pressed the price down and let many ppl panic....we dont ask you to all IN....just collect more when ppl panic....that is the simple rules apply to most of the counters in KLSE...

6 days ago

autoven

PLS attend more AGMs, not only DUFU....

6 days ago

James_Bond

Yes, which is more important, visiting Dufu factory and witnessing the factory utilization rate or from heresay or AGM?

6 days ago

James_Bond

I will stop my comment here. Good Luck!

6 days ago

dchin472

Good luck to you too we are here to learn

6 days ago

autoven

James, we appreciate your comment...no right or wrong..you are just sharing the thoughts......i may be wrong too...freely to share yours...

6 days ago

James_Bond

Thanks all! My pleasure to share my honest opinion here.

6 days ago

Souljaboiiii

No need to appreciate this guy. I think he will never find a multibagger using his current mindset. @James is trying to outsmart the market by shorting a stock with bright outlook. One word to describe this fella, ST*PID.

6 days ago

Tanleechoo

Sometimes what u can c in factory , but there r things u cannot c in factory too … the future orders n recovery of mkt … every trade also face China n competition outside .. no one can control that except govt set the trade barrier ..dufu mgt is honest enough to comment on the outlook.. next Q result also so so only .. but the future is ok .. this is my interpretation….

6 days ago

KPH5328

QR mentions that revenue QoQ up 14%, decreased in PBT was mainly due to the reversal of inventories written down of RM1.7 million last Q, good sign of improvement.
Prospect is positive, indicate demand is recovering.

6 days ago

KPH5328

the key is how much it will grow as current valuation is not cheap

6 days ago

KPH5328

https://www.facebook.com/100064619354545/posts/844261937737777/?mibextid=Nif5oz
DUFU 2024 股东大会

✔️ 管理层表示今年的盈利保持在低二位数增长率

✔️工厂的utilisation rate 在2023年平均在60%,而现今工厂的utilisation rate 是70%

✔️管理层表示他们预计接下来的几年内,HDD的盈利增长为10%;NON HDD的盈利增长是20%

✔️在总盈利中,HDD还是占据了高达70%营业额,而其余的30%是来自于其他业务。

✔️Bukit Minyak 的新工厂已经在去年投入运营,专注于Sheet Metal Fabrication 的业务。管理层表示他们预计今年的业务会增长在20%,而接下来五年会维持在10-20%的增长率。

✔️总结来说,管理层会继续开拓业务市场以增加市场份额。与其同时也会考察新的领域,寻求发展机会。

6 days ago

James_Bond

Souljaboiiii, you hv lost in predicting bad Dufu QR! You still dare to comment?! Goodness! Please check my track records in I3 before you speak out! Thanks!

6 days ago

KPH5328

Dufu management mentions they expect low double digits profit growth in FY2024, assuming <20%, Price is about 190 @ PER35x, cheap?

6 days ago

James_Bond

Bingo, exactly what personally saw in Dufu factory ie utilization rate 50-60% only! Haha!

6 days ago

James_Bond

If annual profits increased by 10% (low double digit growth), annual EPS would be around 5 cents, barring unforeseen circumstances. Forward PE would be as below:-
PE 40 = 200 cents
PE 50 = 250 cents

6 days ago

James_Bond

Current Dufu share price of 2.29 is equal to forward PE of 46! High or fair or low forward PE, you say?!

6 days ago

KPH5328

AI related tech stocks NATGAT PIE PER also expanded crazily though they're EMS players, lowest supply chain of semicon. NATGAT almost 60x, Dufu closest peers Notion & JCY -PER.
AI theme is hot, judge yourself and manage your risks.

6 days ago

James_Bond

By the way, Warren Buffett didn’t hold any AI shares at all! Something to ponder before you jump in such high PE company especially outdated tech HDD company, Dufu!

6 days ago

Souljaboiiii

Dude, you should donate your money instead of shorting dufu. Kindly share to us how much you've lost and how freaking panic you were when the price shoot to 2.3+ just now.

6 days ago

alenac

Yes, high PE is also high risk. Tech stocks are mostly overpriced. Depending on self-risk appetite
James_Bond
By the way, Warren Buffett didn’t hold any AI shares at all! Something to ponder before you jump in such high PE company especially outdated tech HDD company, Dufu!

1 hour ago

6 days ago

Souljaboiiii

I doubt that you won't, because you're a loser. Come share with us what's the proper valuation of dufu, and I believe the market will slap your face as hard as possible. When a business is at its upcycle, nobody will care about what's the PE ratio and etc. You know why? Because the business is getting better and better each and every single day! You can't put a metric to measure how much will it be earning!

6 days ago

Souljaboiiii

Please short MPI, the PE ratio is 166+. Short it and show to us how much is your loss (confirm no gain at all)!

6 days ago

Tanleechoo

Haha friendly match .. afterall we do not know each other well ..
Our brought up n experience are
Diff …. Good to
C fr all angles .. interesting to learn fr
All

6 days ago

howardmark

Wow, such arrogant comments. Deserve to lose money. Need to learn to be humble in stock market.

6 days ago

howardmark

Bro James bond, you seems like a seasoned and experienced investor. Can yum cha if got time, we can learn from each other.

6 days ago

Superich

I wonder why the share price of another HDD component maker, JCY has increased by almost 100% for the past 1 year regardless of its continuous losses

5 days ago

calvintaneng

DUFU being a "CYCLICAL STOCK" has now scraped the Bottom of the Wheel & Now Turning UP



All these "THEY SEE AHEAD" Are Positive Words



1. we are witnessing a modest increase in demand.



2. global semiconductor sales are picking up



3. coupled with a resurgence inthe memory sector,



4. suggesting the potential onset of a new growth cycle



5. This positive momentum is supported by the conclusion of inventory adjustments



6. and heightened demand in electronics and AI-related applications.

19 hours ago

James_Bond

Pua Khein-Seng, father of pendrive, investing few hundreds million ringgit as startup, aiming to push Malaysia towards the generative artificial intelligence (AI) era! There will be technology transfer worth over RM1 billion and bringing home 200+ experienced engineers to produce affordable but advanced SSD storage for AI data center! This is in keeping with current government data center policy!

Comparing with Dufu, producing outdated HDD, is designed to fail and Nokia-ed!

Time to wait up, dude!

8 hours ago

James_Bond

Here is the news! Please read 3x before you press the buy button!

https://malaysia.news.yahoo.com/homecoming-father-usb-drives-featured-230000709.html

8 hours ago

Souljaboiiii

Can you tell me what is the most dominant storage device that is used in the data center at this moment?
Is it SSD or HDD?

Can you let us know why Dufu is suddenly a HDD manufacturer?
Do you know what Dufu does?

Time to do some researches dude! Think twice before shorting a stock!

8 hours ago

dchin472

Short till crazy alrd

7 hours ago

Goldberg

Storage technology explained: Flash vs HDD

In this guide, we examine the differences between flash storage and HDD, the rise of NVMe and much denser formats such as QLC, and whether or not flash will vanquish HDD in the all-flash datacentre

https://www.computerweekly.com/feature/Storage-technology-explained-Flash-vs-HDD

7 hours ago

dchin472

The fact is Microsoft , Facebook , amazon and more big co is buying more hard drive to save , the demand in coming yrs is huge

7 hours ago

dchin472

“Meanwhile, companies such as Panasas, which specialises in storage for unstructured data, point to hyperscaler datacentres’ overwhelming use of spinning disk in ratios up to 90/10 against flash. Panasas argues that there’s still a five-times differential between the lowest-cost flash and HDD, and that for most, something like the hyperscaler solution is optimal. “

7 hours ago

dchin472

Five times different in price ,if can use hhd why use flash

7 hours ago

calvintaneng

For all practical answers just call up or email these 3 world monopolies

Western Digital
Seagate
Toshiba

How long more will they be manufacturing HDD(hard disk drives ) ?

all others are talks and theories

7 hours ago

dchin472

It’s significant where is the future of storage alrd

6 hours ago

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