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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.
  laychee Yesterday's announcement of full swing reopening of factories was a surprise to many. 29/04/2020 11:26 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  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 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 DL60 Well done, Probability. A well researched write up about long term prospect of Dufu. 04/05/2020 12:55 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 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 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 DL60 Bloody hxll. What's going on? Really regret disposed some in the RM2++ territory. 13/05/2020 5:14 PM 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 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  | | ||||||||||||||||||||||||||||||||||||||||||||||||
