Highlights
KLSE: DUFU (7233)       DUFU TECHNOLOGY CORP BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
4.67   +0.02 (0.43%)  4.63 - 4.81  1,797,600
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Overview

Market Cap: 1,229 Million
NOSH: 263 Million
Avg Volume (4 weeks):2,231,593
4 Weeks Range:3.41 - 4.86
4 Weeks Price Volatility (%):
86.90%
52 Weeks Range:1.39 - 5.00
52 Weeks Price Volatility (%):
90.86%
Average Price Target: 1.90
Price Target Upside/Downside: -2.77
Stamp duty exempted for year 2020

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2020 [#1]  |  05-May-2020
Next QR | Est. Ann. Date: 30-Jun-2020  |  07-Aug-2020
T4Q P/E | EY: 22.56  |  4.43%
T4Q DY | Payout %: 0.92%  |  20.79%
T4Q NAPS | P/NAPS: 0.8862  |  5.27
T4Q NP Margin | ROE: 20.59%  |  23.36%

Headlines

Date Subject
16-May-2020 上升股:杜甫科技阻力RM5.02
14-May-2020 Trading Stocks - Dufu Technology Corp
14-May-2020 Trading Stocks - Dufu Technology Corp
11-May-2020 [转贴] Dufu Technology Corp Berhad - E.E. CAMERON
06-May-2020 PublicInvest Research Headlines - 6 May 2020
06-May-2020 Mplus Market Pulse - 6 May 2020
05-May-2020 浅谈豆腐 – DUFU(7233)的季度表现
05-May-2020 Stocks on Radar - Dufu Technology Corp. (7233)
02-May-2020 HDD Remains Dominant Storage Technology (NOTION & DUFU)
30-Apr-2020 Trading Stocks - Dufu Technology Corp
30-Apr-2020 上升股:杜甫科技阻力RM3.90
20-Apr-2020 M+ Online Technical Focus - 20 April 2020
20-Apr-2020 Daily Market Update - 20 Apr 2020 (PENTA, DUFU)
17-Apr-2020 Traders Brief - To Retest Formidable Resistance at 1400-1419 Zones
07-Apr-2020 Trading Stocks - Dufu Technology Corp
04-Apr-2020 DUFU technology product used for Covid-19 detection?
01-Apr-2020 Daily technical highlights – (DUFU, YINSON)
25-Mar-2020 Trading Stocks - Dufu Technology Corp
12-Mar-2020 Daily technical highlights – (DUFU, HARTA)
28-Feb-2020 下跌股:杜甫科技RM3.85支撑

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.
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  10 people like this.
 
laychee Yesterday's announcement of full swing reopening of factories was a surprise to many.
29/04/2020 11:26 AM
Primeinvestor sell sell sell please
29/04/2020 11:42 AM
plasticdude89 If Notion got bonus issue, Dufu will as well? Since price looks more stable to give bonus issue than Notion.
29/04/2020 12:32 PM
paktua73 paktua hold from bottom until now..
will never sold..


tut tut
dream see rm4 end of this year
29/04/2020 1:30 PM
DAN84 Haha! Likewise pak tua. Hold tight2
29/04/2020 10:31 PM
EngineeringProfit huat ar. DUFU is the KING
30/04/2020 11:47 AM
dlau8899 Continue going up above 4
30/04/2020 1:58 PM
wutohpakhang Easy tapau RM4 next week
30/04/2020 5:10 PM
probability HDD Remains Dominant Storage Technology

March 27, 2020

https://www.horizontechnology.com/news/hdd-remains-dominant-storage-technology-1219/

Sharp Exabyte Growth
.....................

The data is compelling. In 2018, there were a total of 912 exabytes of combined SSD/HDD storage shipped, comprising more than 800 exabytes of HDD. That’s almost a zettabyte (or 1 billion terabytes) of freshly-minted storage capacity, a whopping 89% of which consisted of spinning platters.

Although the full-year data is not yet confirmed for 2019, all signs point to year-on-year growth in shipped capacity, with HDD continuing to dominate. No surprise there, and the outlook through 2025 is even more promising, once the world has moved through the worst of the coronavirus pandemic.

For one, Seagate, which has kept most of its storage eggs in the HDD basket, is projecting staggering levels of data growth in the first half of the 2020s. In 2018 research conducted by IDC, the storage leader predicted an increase in global data from 33 zettabytes in 2018 to 175 zettabytes by 2025. That’s 175 sextillion bytes to be precise, or one to the power of 21.


New HDD Technologies
.....................

Pandemic aside, there remain good grounds for the three main hard drive manufacturers to feel confident about the medium to long-term outlook for HDD technology.

Seagate is particularly bullish on this point: it believes HDD will retain its price advantage over SSD until at least the middle of the 2030s.

It points to projected advances in areal density—the relative volume of data each spinning disk can hold— enabled by its development of HAMR (heat-assisted magnetic recording) technology.

This upbeat assessment comes after several years of areal densities flatlining. To offset the slowdown, the HDD manufacturers have been incrementally adding 2TB platters to enterprise drives as a way to increase capacity. Now, new HDD technologies are looking to up the ante on areal density again.


Nearline As The Sweet Spot
..........................

Much of the optimism around HDD centers on nearline capacity. Nearline represents a reliable sweet spot for hard disk drive manufacturers as they meet demand from enterprise and cloud vendors, themselves looking to keep pace with the explosive growth in data generation.

The three main HDD manufacturers voice confidence about the medium to long-term outlook for #HDD technology. After several years of areal densities flatlining, new #datastorage techniques are upping the ante once again for hard drives.


Catch A Rising Tide
.....................

Once the coronavirus crisis is under control, there’s every indication that demand for storage capacity will continue growing, largely driven by exabytes of fresh HDD capacity.

Just as tape still has its place in the storage mix, hard disk drives have cemented their position as the data storage mainstay for enterprise and cloud workloads. At the same time, flash continues to strengthen across storage use cases, and will grow as a proportion of an expanding pie
02/05/2020 2:01 PM
probability HDD Remains Dominant Storage Technology (NOTION & DUFU)

https://klse.i3investor.com/blogs/2017/2020-05-02-story-h1506854499-HDD_Remains_Dominant_Storage_Technology_NOTION_DUFU.jsp
02/05/2020 4:12 PM
probability Is Seagate Technology Resistant to the Coronavirus Crisis?

Apr 27, 2020

The pandemic is generating fresh tailwinds for Seagate’s HDD business.

https://www.fool.com/investing/2020/04/27/is-seagate-technology-resistant-to-the-coronavirus.aspx

Passing a cyclical trough

Seagate generated 93% of its revenue from traditional platter-based hard disk drives (HDDs) during the quarter. The remaining 7% came from flash-based solid-state drives (SSDs), enterprise data solutions, and other storage devices.

Seagate's strategy differs from that of its main rival Western Digital (NASDAQ:WDC), which diversified away from HDDs by acquiring SanDisk four years ago. Unlike WD, which pursued the higher-growth flash and SSD markets, Seagate focused on boosting the capacity of its cheaper HDDs for data center customers. Seagate's low-cost strategy shielded it from the declining flash memory prices that hurt WD over the past year, but that shift also reduced the price gap between pricier SSDs and cheaper HDDs.

Seagate pivoted away from the lower-capacity HDD market to avoid competing against SSDs, but sluggish demand for HDDs from data centers and PC manufacturers exacerbated its decline, resulting in five straight quarters of declining revenue. However, Seagate seemingly passed a cyclical trough in the second quarter, and its growth accelerated again in the third quarter:

Period

Q3 2019

Q4 2019

Q1 2020

Q2 2020

Q3 2020

Revenue Growth (YOY)

(17%)

(16%)

(14%)

(1%)

18%

Gross margin*

26.8%

27.1%

26.7%

28.7%

28%

YOY = YEAR-OVER-YEAR. SOURCE: COMPANY QUARTERLY REPORTS. *NON-GAAP.

The bulls likely believe Seagate's growth will remain positive for the rest of the year as the COVID-19 crisis sparks stronger demand for HDDs in the PC and data center markets. PC manufacturers are struggling to produce enough devices to meet the needs of stay-at-home workers, and data center customers need to quickly upgrade their storage capacities to deal with the elevate usage of cloud-based apps, storage services, and streaming media.
02/05/2020 5:19 PM
PN17Soon Next week Tech going to get slaughtered, becareful.
02/05/2020 9:00 PM
PN17Soon Friday Intel down 4.18%, AMD 4.79%, Amazon down 7% .......... Most tech companies not giving forward guidance!!!!
02/05/2020 9:20 PM
PN17Soon Probability knows this thats why so desperately trying to promote Dufu all over the place.
02/05/2020 9:49 PM
mike168 Post removed. Why?
04/05/2020 12:40 PM
DL60 Well done, Probability. A well researched write up about long term prospect of Dufu.
04/05/2020 12:55 PM
Primeinvestor look at the results, insanely good, RM6 plus bonus issue
05/05/2020 1:35 PM
DAN84 Awesome!
05/05/2020 1:52 PM
huat888 Despite Gz Plants shutdown in Jan'20 and Penang Plants MCO shutdown since 18 Mar'20
05/05/2020 2:40 PM
Username https://klse.i3investor.com/financial/QoQ/quarter/7233/31-Mar-2020_1192034243.jsp

go go go
05/05/2020 3:36 PM
SongYau9 Initially our plant in Guangzhou, China was affected by the compulsory shutdown by the
Government of China in January 2020. It has since recovered
05/05/2020 5:09 PM
probability walao..just saw the results! Fantastic!!

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=7233
05/05/2020 5:33 PM
Ravi Kumar About a year ago after some perceived bad results, it tumbled and I bought and I don't regret it.
05/05/2020 5:42 PM
VenFx Wah !

Storage biz still good
05/05/2020 6:07 PM
PW888 Unrealised forex gain is RM5.5m. But is still considered not bad in a turbulent time like this. Next quarter earnings expect to be weak with no more forex gain and lesser production hours. But long term prospect still good.
05/05/2020 8:32 PM
Alibaba Any news on the 1:1 bonus issue?
05/05/2020 10:12 PM
RainT why long term prospect still good ? mind to share
06/05/2020 10:33 AM
karimboss See u again. DUFU..
I can eat nasi lemak now.
06/05/2020 12:22 PM
karimboss https://www.theedgemarkets.com/article/bnm-foreign-fund-outflow-rm177b-march-amid-heightened-global-risk-aversion?fbclid=IwAR2Cn1Jopz55Z1PCbOXriVP1ylySCqyjb29dbl77qsvyo2qJw8PyfdzaWaI

BNM: Foreign fund outflow at RM17.7b in March amid heightened global risk aversion
06/05/2020 4:43 PM
karimboss https://www.thestar.com.my/business/business-news/2020/05/05/majority-of-smes-restructuring-downsizing?fbclid=IwAR3DzaivUlD1_Kn0vIn5SgyVIrtik_PsXF_ssFY7fIcekrtwMo8y3PipR54
06/05/2020 5:25 PM
Kenzotaj quarter report good ..why share price drop??? anyone kind enough to explain .. thks
06/05/2020 7:33 PM
Woodswater https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3048257
06/05/2020 10:42 PM
Woodswater https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3027431
06/05/2020 10:46 PM
Woodswater Y o Y nice
Q o Q drop
Somemore buy on rumors sell on news as price surging too fast. Expected retracement at RM 3. Everage down!

------------—------------------------------------------------------------



Kenzotaj quarter report good ..why share price drop??? anyone kind enough to explain .. thks
06/05/2020 10:49 PM
RedEagle Semiconductor

Outsourced services
/unisem /gtronic /inari /mpi

ATE manufacturers
/vitrox /penta /elsoft /mmsv /vis /aemulus /qes

Design and manufacture
/jftech /fpgroup /notion /dufu /mi

Other semiconductor
/d&o /kesm /jhm

Technology and Services
/krono /cuscapi /keyasic /dataprp /ucrest /k1 /eforce /myeg /orion /novamsc /frontkn /mexter /revenue /n2n /rgtech /opensys /pineapp /ghlsys /dsonic /presbhd /ifcamsc /dnex /omesti /asdion /edaran /willow /techbnd /greatec /uwc
08/05/2020 8:59 AM
EngineeringProfit BURSA KING FOR CONSECUTIVE YEARS
13/05/2020 4:38 PM
DL60 Bloody hxll. What's going on? Really regret disposed some in the RM2++ territory.
13/05/2020 5:14 PM
probability fantastic
13/05/2020 5:24 PM
godhand i leave there for 1 y+ come back earn 200% edi. awesome
13/05/2020 7:48 PM
godhand sold all.
13/05/2020 7:48 PM
BlackWhite Price at Pre MCO level, clearly speculative price
13/05/2020 8:19 PM
thinking wow, something brewing in dufu??
14/05/2020 9:40 AM
paktua73 paktua dream only rm4..
but..dufu fly more than thats..
wow wow..only that word can say......


tut tut
wow wow wow..
14/05/2020 1:16 PM
Joejo20 Hi Paktua, u also here ... wonderful ... coz paktua cheer up ppl.... I seen ur comments all the while

Tut tut and 88
14/05/2020 8:59 PM
Gn021 Anyone know why the quaterly report come out now ?

i saw before Bursa say will Extend for all annual and quaterly report ?
15/05/2020 12:58 AM
ruby20 Personally own Dufu...

DUFU for a short trading period / window will have no more immediate headwind, unlike its peers who's yet to report QR.

Additionally, they still have the 6c dividend as well as bonus issue (1 for 1) which had been proposed in Jan / Feb which is still in play. Any positive update with regards to these 2 corporate action will be another tailwind to the stock price.

The stock price trading at 22x PE is not cheap for sure, but I can't find an alternative that fares alot better in risk / reward, so will keep holding and nibbling.
15/05/2020 1:13 AM
mrstrong 3 days + 80 cents, power dufu
15/05/2020 5:18 PM
ImFromTheFuture dufu increased sales due to higher demand for laptops. so it makes sense for it to be at/above precovid price
15/05/2020 5:32 PM
thinking as long as dufu can continue to ride on the secular growth trend of cloud solutions, it's probably still cheap vis-a-vis other tech players in msia which may have much less visibility over the next 6 months
26/05/2020 4:23 PM
ImFromTheFuture yeah ive parked some already and see it as mid-long term.
26/05/2020 4:30 PM


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