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Overview
Financial Highlight
HeadlinesBusiness Background Dufu Technology Corp Bhd is Malaysia-based firm. The company is engaged in the manufacture and sale of industrial products; trading of computer disk-drive and related components. It is involved in the design, development, manufacture, assembly, and trade of die components; and precision machining of vice, computer peripherals, and parts for hard disk drives. Its product portfolio consists of precision turning products, precision machining product, metal stamping, sheet metal fabrication, tool and die fabrication, and plastic components. The company serves HDD, industrial safety and sensor, telecommunication, computer, and consumer electronics industries. Most of its revenue comes from Malaysia market, while it also has a presence in the China, Singapore, Thailand and other countries.
  genesic Tomorrow have 3rd speaking for budget. Guess gonna be stagnant or else down again. 14/12/2020 11:48 PM GooShen Dow Jones and nasdaq jump water weiiii Drop 600 points and 200 points respectively Told you century melt down coming why don’t listen? Now proven I am excellent GooShen 21/12/2020 7:22 PM newbie2y HonLee, management guided to be a record revenue, so we can assume it should be around 80m or more i think.. 04/01/2021 5:59 PM DL60 Range bound between 3.10 and 3.50 for the past few months. Could make some profit by trading between this range. 13/01/2021 5:02 PM newbie2y bigger capacity drives to come! https://www.digitimes.com/news/a20210115PD211.html 15/01/2021 9:42 PM Woodswater thaiR123 Price doubled for me. Up some more and I sell. 18/01/2021 5:48 PM Rm3. 99 Wakakakaka 18/01/2021 6:25 PM commonsense If you guys want to find a company that is a recovery play post Covid 19, you should consider looking at MMC. https://klse.i3investor.com/servlets/ptg/2194.jsp Below are the positive of the company: • Valuation is cheap. Despite being the largest port operator in Malaysia, its valuation is still only less than half of its next biggest competitor, Westport. • Dividend yield is high at between 5.4% to 6.6%. Given the low interest rate environment, this would appeal to a lot of dividend seeking investors. • Cargo handled in 4Q20 is already passed precovid level. It is even higher that the pre trade war level which started in FY18. The largest port in the group is Pelabuhan Tanjong Pelepas where the 2M shipping alliance has decided to make it their Asean HQ Port. 2M consist of the 2 largest shipping companies in the world: Maersk and MSC. • Bonus event. Potential monetisation of Port business via IPO. The group is looking to raised RM4bil via IPO. Assuming the amount is from the sales of up to 40% interest in the port business, this values the port business at RM10bil which is way above the current market cap of only RM2.5bil. This does not include their 38% holding in Malakoff (valued at RM1.8bil), 31% of Gas Malaysia (valued at RM1bil) and their Engineering business which is currently the main contractor for MRT2 (via JV with Gamuda). https://www.thestar.com.my/business/business-news/2020/10/23/mmc-mulls... With Biden being the new President of US, you can expect him to overturn Trump’s America First Policy. This will make it easier for US to trade with other countries including Europe and China which will increase global trade and benefits ports operators like MMC. 19/01/2021 9:47 AM  | | ||||||||||||||||||||||||||||||||||||||||||||||||
