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Overview
Financial Highlight
Headlines
Business 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.
  Chang Yee Fong Well shpg22 it seems like you've got your wet dream. Though the P/E ratio is still relatively low. 05/09/2018 09:47 shpg22 DUFU shows a typical charactristic of pump & dump stock. Anything more than P/E of 10x for DUFU is very expensive. 05/09/2018 09:54 dalpinia PE still very low (perhaps lowest) compared to others Penang tech stocks like Inari, Vitrox, Penta, Elsoft, Gtronic, & etc 05/09/2018 09:56 Chang Yee Fong Yes an no. As you can surmise from the stocks I've talked about in the past DUFU is not my first big return stock. From my own experience I have witnessed such exuberance and massive attempts by others to pump and dump throughout the years. This always happened with undervalued stocks, once the market as a whole realize a stock is undervalued, there wont be just value investors like me coming in, but speculators, and institutional investors trying to pump the stock with NOISE to make a quick buck. As I commented earlier it's like death and taxes. The question on everybody who's read my earlier posts should be is the current price reasonable for the overall business value of the company? Since DUFU is going through a massive growth phase due to HOT new technology and the new technology hasn't achieved market saturation yet is a price of RM2.40 which is a P/E of 14 too high when compared to industry average P/E of 17? 05/09/2018 10:08 apolloang last chance? already up so many days now only 1st day down wanna buy? no want lo 05/09/2018 15:24 shpg22 better avoid this stock like plague. Guaranteed to lose money if go in now. It shows exact characteristic of a pump & dump stock trading at peak price. 05/09/2018 16:01 shpg22 I had said the same for EFORCE, LAYHONG, SUPERMX when they r trading at peak. Just give some time to show 05/09/2018 16:08  kongxkong Went in at 2.28.Yee yee fatt lol. Lets see how if your "guaranteed lose money" works. Up 0.3 yesterday drop 0.11 now seems ok to me. 05/09/2018 16:55 Chang Yee Fong shpg22 "shrugs" well see if your right or not. I've already listed my research and views in previous post on this thread and it hasn't changed. I'm still holding my chunk of DUFU and I haven't sold a single lot yet. Though you are some what correct that the pump and dumpers are jumping in now to make a quick buck. I'm personally amused at the NOISE they are generating. For instance these speculators have used the "Bonus" share issue trick twice in the past month to pump this stock. And they've just used the "Fake Financial Reporting so under SEC investigation" trick also. So now I'm waiting for "Government Contract" or "Government will change rule" trick. I'm personally more interested in the next quarterly report than all this NOISE. It will go up and it will go down in the mean time. 05/09/2018 17:21 Firefox Er Kong seng the Holland indicator is appear, please sell to protect your capital!!!! 14/09/2018 10:57  erkongseng 取自沙拉斯投资笔记: 未来展望 1. Hard disk drive 的未来趋势：其实hard disk drive已经慢慢要被Solid state drive取代。 HDD 和 SSD 长得怎样 看了图应该不难理解SSD能够取代HDD。体积方面小了很多。而且速度更快，不会有声音，防震功能也比较好。 而且现在大部分的人都用smartphone，tablet 和notebook。用desktop的人还是有，但肯定的是已经慢慢减少了。所以对他们来说在未来肯定会对收入有影响。 2. 云端系统的崛起：现在用smartphone和tablet的人越来越多，再加上宽频网络成熟了。所以现在就流行了云端。你不必再拿着EXTERNAL HARD DISK/PEN DRIVE到处走，直接从云端下载就可以了。而且电脑坏了还有一个BACKUP在云端。目前比较普遍的是ICLOUD和GOOGLE DRIVE，而且是免费的。当然如果储存的数据过于庞大就必须要付STORAGE FEE了。所以对他们来说在未来肯定会对收入有影响。 可是目前大部分提供云端的公司都是用着HHD。因为HHD的成本比较便宜。根据网络上的数据一个SSD的价格可以买5个HHD。在短期内SSD还是无法完全取代HHD。 3. 公司在近几年当然注意到了HDD会逐渐被淘汰，他么也努力尝试着不完全依赖HHD的业务。目前他们的另一个业务是开发工业安全与感测器工业（industry safety and sensor)。目前HDD的业务占了70%（2016年：76%）。这对公司或对股东来说是好的，至少管理层不是坐着等关闭。 万分感谢以上的分享人。 16/09/2018 04:41 erkongseng 希捷固态混合驱动器（SSHD），主体仍然是机械硬盘，因此公司成長仍然在， ，希捷为杜甫的最大客户。 Jcy,notion更本不用和dufu競争 https://cj.sina.cn/article/norm_detail?url=http%3A%2F%2Fyd.sina.cn%2Farticle%2Ftopcj%2Fkjhot%2Fdetail-ihiycyfx1791916.d.html&docid=comos:hiycyfx1791916&source=cj&dv=2 https://cj.sina.cn/article/norm_detail?url=http%3A%2F%2Ftech.sina.com.cn%2Froll%2F2018-08-12%2Fdoc-ihhqtawx2606771.shtml&source=cj&dv=2 记得之前的ksem,inari 举例而已 台企在半导体与精蜜工业很强。 16/09/2018 04:47 erkongseng Dufu目前rolling 4 quarters eps=17.3 sen,pe=13.1,股价rm2.28 如取2018财政年eps20sen计，rm2.28只是在本益比11倍出交易，股价是否贵？心中有数，隆科技股目前本益比在15~40倍交易。 2018年6月第二季度累积共赚eps=10.7仙，全年估计可赚eps=20仙，pe=15，股价=rm3.00 个人分享，自行决定買卖。 16/09/2018 12:32 erkongseng https://m.facebook.com/story.php?story_fbid=2108263909422543&id=1520891084826498 18/09/2018 09:28 erkongseng https://m.facebook.com/story.php?story_fbid=2108793346036266&id=1520891084826498 19/09/2018 10:15 Alex Shee guys, i had introduced DUFU since it is 1.15 last year, and above is my latest update. if u like my work, pls like my fb page as support. 19/09/2018 10:31 erkongseng https://m.facebook.com/story.php?story_fbid=2109264115989189&id=1520891084826498 20/09/2018 07:07  |
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