bavos

bavos | Joined since 2016-06-15

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Stock

2016-09-02 21:08 | Report Abuse

It's growing its intrinsic value quite fast .... Through high free cash flow & share buybacks...

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2016-08-24 00:23 | Report Abuse

Drop below 28 sen I will be happy to scoop more shares from weak holders , :)

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2016-08-19 13:02 | Report Abuse

Iloveshare128 , u are too engrossed with price/book value , modern investors focus on earnings power / cashflow generation

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2016-08-19 12:00 | Report Abuse

1Q to judge that company is not doing well is not enough , haha but price drop some more will be favour able to people looking to buy :) , key telltales sign to see if the company's is doing badly is its gross profit margin and its amount of cashflow it can produce . In fact q1 2016 cashflow is so much higher than q1 2015, it could be a lot of prepayments from customers , but co yet to book its revenue or profits yet... If q1 2016 cashflow is indeed much Lower than q1 2015 , then investors should be wary. Value investors emphasize on cashflow generations instead of profits in the long term. Read Amazon's chairman statement in annual report over the years will definitely gain more insight for everyone here. In fact Amazon gross margin is razor thin. After reading , read opensys chairman statement , u all can generally sense the probable prospects , it may not be accurate always , but u can generally feel where the company is heading .

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2016-08-19 11:22 | Report Abuse

Look at its amount of cashflow the company can produce over the many years , it's really quite resilient ... The amount of dividend potential it can give back shareholders is more than twice of the current dividend payout . The company already have strong footing in insurance , banks , utilities and telco companies ...

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2016-08-19 11:17 | Report Abuse

It's recurring profit stands at 73% which is the software maintenance & service segment , even if hardware sales is not that fantastic , the majority income is still quite resilient and recurring in nature, whenever there's hardware sales , software maintenance and service segment will increase , therefore I don't see much of earnings volatility ... Today market over panic .. Haha

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2016-08-17 23:52 | Report Abuse

Key Catalysts,
1) Increase in sales growth (Increasing market share servicing Western Digital & SeaGates) w new product Mix
2) Increase in Profit Margins, which further accelerated EPS growth
3) Multiple Share buybacks, increases ROE & EPS
4) PE Mutiple expansion from current PE of 7+ to 13-15, which is approx one FOLD from current share price, due to company's strength to strength business.

All of these will greatly Propel Dufu Tech's share price much Higher!

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2016-08-17 14:43 | Report Abuse

Bobbie care to share any contact details , I think we will have a great conversation.

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2016-08-17 11:39 | Report Abuse

The company's source of income stream is very resilient regardless of economy downturn, additionally the profit growth this year will be much more explosive than last year, at current share price is still greatly undervalued by the market. Expect a great rally on the release of quarterly report. Expect this counter to turn from small cap stock to a mid cap stock in years to come. (A multi-baggers)

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2016-08-17 11:17 | Report Abuse

It's already at net cash position (cash & cash equivalent - borrowings) , the next FY should see dufu at a much STRONGER net cash position, the company size is still quite small, therefore, there's still lots of room for growth...

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2016-08-17 11:14 | Report Abuse

Comparing Dufu with jcy Q1, we can see that Dufu's profit stream is much more resilient than its competitor , & looking through Dufu's website , it seems to me dufu should be worth much more at current share price , expecting market rerating in future :)

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2016-08-17 11:10 | Report Abuse

So much free cash flow