Indeed good news to short! Comrades, let’s short Dufu to earn pocket money before Gawai celebration! I hv been shorting from 2.4+! We could do it! First target below 2, second target 1.8, final target 1.6 and below!
Do you still remember those days we using cassette, floppy disk, then CD, slowly moving to HDD, now SSD!? If you r in the future and looking backward, you will know how primitive tech is HDD!
Dufu's Q1'24 quarterly result was indeed poor. But, the management gave a very positive guidance for Q2'24 and the remainder of year 2024. Let's be reminded that Dufu management team is a group of honest people, when they gave positive guidance, good things will happen :)
Let's not to be swayed by rumors that HDD demand will be replaced by SSD in future. In Dufu's FY23 annual report, we can read that: "an article by Forbes titled C2Q 2023 Hard Disk Drive Industry dated 14 August 2023, Tom Coughlin projects a 900% increase in HDD capacity shipments from 2020 to 2028". The rate of increase is especially high from year 2024 to 2028.
Because I know, the factory utilization capacity of Dufu yet to improve and this simple tech could easily replaced by Vietnam, India, or China factories!
Stock investment is forward-looking, not backward-looking, I suppose everyone in market long enough should have no doubt on this statement. It is very clear that 2024 is a recovery year for the semiconductor industry, almost all quarterly reports published by Bursa's technology companies so far have given such positive guidance. In addition, 2H 2024 will be better than 1H 2024. Therefore, present time is the beginning of the boom, as Dufu's management has claimed: it is the onset of a semiconductor upcycle. Isn't this very clear where we investor should put our bet :) ?
As the matter of fact, currently factory utilization capacity of Dufu yet to improve and this simple tech could easily replaced by Vietnam, India, or China factories! Dufu share price recovers because of data center trading sentiment at the moment!
do you know the syndicate very smart....they know the QR not gonna good...they pressed the price down and let many ppl panic....we dont ask you to all IN....just collect more when ppl panic....that is the simple rules apply to most of the counters in KLSE...
No need to appreciate this guy. I think he will never find a multibagger using his current mindset. @James is trying to outsmart the market by shorting a stock with bright outlook. One word to describe this fella, ST*PID.
Sometimes what u can c in factory , but there r things u cannot c in factory too … the future orders n recovery of mkt … every trade also face China n competition outside .. no one can control that except govt set the trade barrier ..dufu mgt is honest enough to comment on the outlook.. next Q result also so so only .. but the future is ok .. this is my interpretation….
QR mentions that revenue QoQ up 14%, decreased in PBT was mainly due to the reversal of inventories written down of RM1.7 million last Q, good sign of improvement. Prospect is positive, indicate demand is recovering.
Souljaboiiii, you hv lost in predicting bad Dufu QR! You still dare to comment?! Goodness! Please check my track records in I3 before you speak out! Thanks!
If annual profits increased by 10% (low double digit growth), annual EPS would be around 5 cents, barring unforeseen circumstances. Forward PE would be as below:- PE 40 = 200 cents PE 50 = 250 cents
AI related tech stocks NATGAT PIE PER also expanded crazily though they're EMS players, lowest supply chain of semicon. NATGAT almost 60x, Dufu closest peers Notion & JCY -PER. AI theme is hot, judge yourself and manage your risks.
By the way, Warren Buffett didn’t hold any AI shares at all! Something to ponder before you jump in such high PE company especially outdated tech HDD company, Dufu!
Dude, you should donate your money instead of shorting dufu. Kindly share to us how much you've lost and how freaking panic you were when the price shoot to 2.3+ just now.
Yes, high PE is also high risk. Tech stocks are mostly overpriced. Depending on self-risk appetite James_Bond By the way, Warren Buffett didn’t hold any AI shares at all! Something to ponder before you jump in such high PE company especially outdated tech HDD company, Dufu!
I doubt that you won't, because you're a loser. Come share with us what's the proper valuation of dufu, and I believe the market will slap your face as hard as possible. When a business is at its upcycle, nobody will care about what's the PE ratio and etc. You know why? Because the business is getting better and better each and every single day! You can't put a metric to measure how much will it be earning!
Haha friendly match .. afterall we do not know each other well .. Our brought up n experience are Diff …. Good to C fr all angles .. interesting to learn fr All
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
James_Bond
2,510 posts
Posted by James_Bond > 1 day ago | Report Abuse
Indeed good news to short! Comrades, let’s short Dufu to earn pocket money before Gawai celebration! I hv been shorting from 2.4+! We could do it! First target below 2, second target 1.8, final target 1.6 and below!