Time to collect.

Suing EY indirectly admitting KPMG findings were true and correct

Nexia must be having a wet pant now for getting into the shxt..

Uptrend sign... Hope will sustain until next qtr result

I3lurker,

1. I was referring to the financial data in the just announced QR. That latest data hasnt improved and confirms KPMG's concern for Dec 2020 audit.

2. Btw, only partial money is circulating with the rest goes into the pocket of the crooks. That's why both inventories and receivables were built up with borrowings continue to swell.

Lastly, I agree that I am not smarter than you.

Refer to the latest qtr balance sheet

Inventories - RM1.8b??
Trade payables - 0.06b??
Loan & borrowings - 4.0 b!!
(current & non current)

The best paymaster in town. Trade creditors not giving any credit term meh? Wait a sec, who are the trade creditors?

Worst cash flow management with RM1. 8b inventories or do they really exist?

It is getting more interesting now. Guess the new auditor declined the appoinment after SC step in with PNB and KWSP both raised their concern.

No auditors will want to be in the limelight for the wrong reasons. What for?? Abdul Kadier has no choice but to withdraw the removal Notice. More shows are coming...

Keep for long term. It will go back to RM4. This Co has good prospect with new customers and profit growth from the existing biz.

I think is about time to start collecting btw RM3.20 to RM3.30

Big swing eveyday

Unrelated news. What have tat got to do wit Dufu?

Rebound following ESOS. Hope it will hold up well.

I like the company's quote "Nevertheless, we expect a better second half outlook for the group’s products, in line with current orders in hand...". So expect this company share price to test higher in near term.

Not a bad quarter result when most businesses are affected by Covid pendemic.

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.

Annual report out. Amazed by the chairman positive statement and number of fund holding this Co. Long term prospect reassured.
Evli and CYF not seen in top 30, apparently have either reduce their stake or exit

Admire Gooshame for making bold statement proclaim his prediction was always right since Dufu was only RM2.

No end buying at 3.30

Directors keep disposing, some parties keep buying. Price continue to rise.

Notion has a promising future. But share price has risen too fast. At some point, it needs to take a break.

Joker. Always a laughing stock.

Dufu is an indirect beneficiary of 5G technology and a direct beneficiary of storage advancement of HDD enterprise. Exponential growth expected when 5G is in full swing... Not the time to exit. Go for long term reward.

Getting ready to cross 2.60 hurdle?

Dufu is a HDD component maker and so is JCY. But the difference is Dufu supplies components for HDD enterprise application which is directly benefited by the development of AI, 5G, cloud storage and other advancement of technology. On the other hand, JCY supplies components for conventional HDD that directly compete with SSD and is not gaining the same benefit the Dufu is. That explains contradict outlook between the 2 companies. One promising and one gloomy.

Don't get me wrong 1009, I also hold shares in JCY and suffer badly as my entry price was high. JCY has an excellent management team but they need to diversify quickly into new products as they have repeatedly promised.

Your postings on HDD storage outlook are more relevant to Dufu business. Search for Chang Yee Fong postings in Dufu Forum, the sifu and you will understand me.

1009, your posts are more relevant to dufu. JCY products are related to conventional HDD which are losing out to SSD. Dufu products are related to HDD Enterprise which are directly benefited by the increasing demand for cloud storage and development of 5G.

hypocr

Going up too fast. Hope that history of diarrhoea will not repeat after hitting the peak this round.

Highest price ever reached RM4.0 or RM4.0 ÷ 1.5 bonus = RM2.67 
Will it break its highest record?

Annoying part also is the person does not even know he is making a fool of himself and still dance around.

I invested in Dufu by chance but has stayed put after guided by CYF previous comments I believe the best is yet to come as Dufu management has shown positive mid term outlook in their latest quarterly result announcement. Next 2 quarters results shall be great.

Dufu supplies HDD enterprise components with growth and bright outlook. JCY supplies conventional HDD components with downwards demand and gloomy outlook.

Not an impressive quarter nor a bad quarter. Management's comment on the prospect is positive. No cirit birit tomorrow for the share price like last quarter announcement. A relief...

The last para of the news explained Dufu position

Dear all, CYF has been sharing in dept, unbias and informative analysis about dufu in this forum. If you read his previous posts, you may find some arguments here unnecessary.

A horse doesn't't realise it has long face

Guarantee better than FD now.

Fundamentally, this counter needs a boost in earning to support its share price. Earning per share actually drop from 1.04sen in 2017 to 0.94sen in 2018 due to increase of share cap and weak corresponding increase in earning. The management has portrayed great outlook but yet to materialise until current quarter which many have hoped. We can only hope for sentimental play for more upside or wait until next qtr result.

I think they were also misled by great outlook painted by the management.

Existing qtr - 6sen per share. 4 qtrs = 24 sen. PE 10 = RM2.40 TP

Pls look at the date of the old news and how Dufu has performed towards year end. CYF has contributed quite a number of comments after the news.

Finland Fund has ceased to be a substantial shareholder. Dont think they are obliged to declare movement of their shareholding interest anymore.

Calvin, so many financially strong "sorchai" swallowing at 2.06...

Good question. Who swallowed at RM2.07?

Year end sale by fund manager who is cashing out after a good run. Dont think is a good time to enter now. Still have faith in the company's long term prospect but think that short term is going to be volitile.

Another great sharing. Thanks CYF.

Chang, it is rare that some will share such valuable analysis publicly like you. Thanks again.

Calvin, what is your comment on Chang's analysis?

I guess we have many intelligent investors here

No wonder Calvin is so fustrated. Bitcoin, property, commodity all go down hill.

Many have left the boat and laughed all the way to bank. So major shareholders/directors and those who entered cheap cheap are sochai who still hold on?