Posted by Baby_Shark > 2019-04-30 21:30 | Report Abuse

Although both gtronic and dufu is in tech industry… but I don't think both in any way have very close relations..? Not so sure though maybe can gimme more insight so I am able to learn. Btw I am currently holding dufu, sorry if sounded defensive

Posted by Baby_Shark > 2019-04-30 21:33 | Report Abuse

And no worries, anyhow will be holding at least till end next year as their metal fabrication facilities targeted to start operation in June and maybe bonus issue of 1:20 at 2nd half of 2019

Posted by nckcm > 2019-04-30 21:44 | Report Abuse

What is your entry price, i already sold off mine at 2.02 when i bought at 1.82

Posted by Think > 2019-04-30 22:22 | Report Abuse

Gtronic does semiconductor for smartphone, whereas dufu is in data storage business. How are they related? Small investor tends to lump all stocks in technology together.. unneccesary selling panic..

Posted by nckcm > 2019-04-30 22:32 | Report Abuse

Regardless will still affect technology sentiment. Fact

Posted by amet2017 > 2019-04-30 23:03 | Report Abuse

If you are strong holder no need to worry, yeah market sentiment is always illogical, but opportunity for the smart one to grab

Posted by Baby_Shark > 2019-04-30 23:38 | Report Abuse

My cost at 1.82 too though hahaha

Posted by Kc Teh > 2019-05-01 00:00 | Report Abuse

few weeks 20% gain, sure will have some retracement, you see the picture too small, there are so many tech company in bursa. (tech also have many areas) one bad doesnt mean another not good. semicon sales keep decrease, but regardless NXP still able to hit analyst target, 6% jump on opening. So cannot compare overall.

Posted by Applepen > 2019-05-01 00:00 | Report Abuse

Dufu last report ady mention... coming QTR results is abit down...
Go n check.!

Posted by Applepen > 2019-05-01 00:01 | Report Abuse

Harry .. also mention before

Posted by nckcm > 2019-05-01 00:09 | Report Abuse

Memang lo from 1.52 all the way to 2.09...

Posted by Baby_Shark > 2019-05-01 00:33 | Report Abuse

1st qtr for tech normally is lowest Q can see from frontkn too gua

Posted by nckcm > 2019-05-01 00:38 | Report Abuse

I will buy after the QR release few days later..

Posted by DTZW 1882 > 2019-05-01 15:09 | Report Abuse

Not worry if you have holding power, buy when drop sell when hit your to price

Posted by mrk2ca > 2019-05-01 15:38 | Report Abuse

Dufu leading in helium hdd tecnology

Posted by stock_investor > 2019-05-01 22:12 | Report Abuse

Seagate and western digital share price jumps after announcement of quarter results. Us market is optimistic for them.

Posted by nckcm > 2019-05-01 22:29 | Report Abuse

Open green then become red liao.. anyways tomorrow drop go grab more dufu if u have holding power keep avwrage down

Posted by stock_investor > 2019-05-01 22:50 | Report Abuse

Already up la before opening. Drop few cents only for a stock near 50 usd. I no need to average down by the way.

Posted by Baby_Shark > 2019-05-01 23:55 | Report Abuse

Till now, both WD and Seagate changes in share price not even 1% from previous close, how it gonna create such huge chain effect affecting malaysia stock? If drop 10% I can understand la... Mind sharing experience or kNowledge regarding this? Need non-stop learning thou

Posted by Baby_Shark > 2019-05-01 23:57 | Report Abuse

Maybe tomorrow we can check at 8am for WD and Seagate stock price then we can see tomorrow on our own trading day quality of Malaysia retail investor's…

Posted by stock_investor > 2019-05-02 07:50 | Report Abuse

WD and Seagate share price rebounds from 30 April. Seagate beats estimate even yoy% drop. Ah ya, at here is ripple effect. After 9 am, all panic sells and then gv tp low low. The if share price catches up then gv tp high. This is how malaysia market behaves.

Posted by Baby_Shark > 2019-05-02 08:17 | Report Abuse

Ready to topup thou haha

Posted by Baby_Shark > 2019-05-02 09:18 | Report Abuse

Grabbed some at 1.85

Posted by Kc Teh > 2019-05-02 09:47 | Report Abuse

is all about the trading judgement by big picture, global info just use as a guidance for the price direction, no specific reason for up & down, when it gone up from 1.6 to 2.1, same thing, so downtrend now is common.

Fundamental wise, yes, future may be good. attend the agm to know more.

Technical wise, cup and handle already broken, next support would be at 1.75/1.7.

Posted by EngineeringProfit > 2019-05-02 11:06 | Report Abuse

Excellent analysis!!

Posted by calvin5025 > 2019-05-02 13:32 | Report Abuse

dufu cheap buy

Posted by Baby_Shark > 2019-05-02 15:37 | Report Abuse

No need to worry if bought in good fundamental stock! Incoming 1:20 Bonus issue, ex-date 29th May and if coupled with a normal quarter result, (much better if good results!), can expect another round!!

Posted by xianchua > 2019-05-02 15:38 | Report Abuse

add more just now. hit the support and this quarter sure is a good result compare to last year

Posted by PotentialGhost > 2019-05-02 15:45 | Report Abuse

Look at WD and seagte March 2019 result , they revenue is drop very much and PAT also very worst , so dufu coming qtr will be worst. Good luck everyone

Posted by nckcm > 2019-05-02 15:47 | Report Abuse

5 窮 6絕 u all dare buy. After a good rally from janury till now , dow jones may look into correction soon

Posted by Applepen > 2019-05-02 16:50 | Report Abuse

This QTR results confirm damn no good

Posted by Applepen > 2019-05-02 16:52 | Report Abuse

Dufu may going to TP 1.58

Posted by stock_investor > 2019-05-02 17:22 | Report Abuse

Just run lor. Can confirm is dufu yoy sure up but qoq drop. If throw now, no free share or 5% dividend then cry again. Everyone can baselessly gv tp.

Posted by Baby_Shark > 2019-05-02 17:23 | Report Abuse

Let's find out when the results are out

Now let us move on to calculation since everyone is selling negative sentiment on WD and Seagate case study (PURE STOCK PRICE CALCULATION ONLY)

If we were to use WD and Seagate example
WD results release 29th Apr (close $50.47) vs BEFORE QR (26th Apr $50.92) vs AFTER QR (30th Apr $51.12)
Seagate result release 30th March (close $48.32) vs BEFORE QR (29th Apr $44.94) vs AFTER QR (30th Apr $48.31)

What does it prove? Even with such BAD and DISAPPOINTING results this quarter, the stock price actually corrected itself for the past year, which already factored in considering YoY result from WD Peak @ $87.87 and Seagate Peak @ $59.02

WD Peak vs To-Date = 51.12/87.87 = 42% decrease
Seagate Peak vs To-Date= 48.31/59.02 = 18% decrease

Now look to Dufu Peak = 2.63, Current = 1.88
Dufu Peak vs To-Date = 1.88/2.63=30% decrease

If you can correlate, even if Dufu release such disappointing result as everyone is saying from WD and Seagate and we normalize it, it reaches 30% decrease too [(42%+18%)/2] it actually already retrace to the fair value.

And moving forward, why even WD and Seagate release such bad results, their share price didn't gap down?
Maybe because other investors look at the possible (do note I use the word possible) that the HDD industry has potential in the year 2019 or maybe even 2020??


I don't mind when you saying the stock price going to drop, but at least have some decency and provide us with more info other that "omg this other stock drop, this must drop", "this show bad result, so other must show gap down".

Just note that market is very sensitive and it definitely will correct itself over time. of course unless special case i.e. political, natural disaster etc.

Posted by Baby_Shark > 2019-05-02 17:26 | Report Abuse

Sorry for the long post and I need to clarify that I am currently holding DUFU stock yea. I believe for everyone to grow and becoming a successful retail investor, we need more productive argument and discussion than shouting the sky is falling every where, or shouting limit up every where

Posted by Applepen > 2019-05-02 17:43 | Report Abuse

过去几天，美国科技巨头的业绩好坏参半，5G推动的硬体需求似乎并没有预计好，云端与数据中心的表现也不理想。硬碟生产商Seagate与WD的产出都下滑了，随着SSD与HDD价差进一步的缩小。我个人认为必须避开最近大热的Dufu了，即使这5年它或许会受益于数据中心与云端的需求，可是这荣景最多能够维持几年，接下去极有可能会被SSD所取代。这种科技世代交替之际总会有业者会被淘汰，而Dufu的spacer ring短期受惠于GB/Disk走高，可它总也有个尽头的。投资股票看的是未来而不是过去，若它无法突破现有格局，那股价要再创高峰实属不易。

By..sifu

Posted by nckcm > 2019-05-02 17:53 | Report Abuse

Baby shark please do more homework... comparing with US stock is a big wrong move..

Posted by Applepen > 2019-05-02 18:01 | Report Abuse

US vs msia
Alamar.....

Posted by nckcm > 2019-05-02 18:02 | Report Abuse

无知真的是很恐怖。。

Posted by Baby_Shark > 2019-05-02 18:03 | Report Abuse

Of course i know it is not apple to apple comparision, but look at those who directly linked US stock here... Since you guys shouting WD and Seagate then i use that as as example lor. But after linked and show the negative sentiment doesn't make sense and totally baseless then ask me stop comparing...

Kc Teh WD results released today is not expected, this will link to Dufu as well, might expect some retractment to 1.8 area.
30/04/2019 9:07 AM

nckcm Open green then become red liao.. anyways tomorrow drop go grab more dufu if u have holding power keep avwrage down
01/05/2019 10:29 PM


PotentialGhost Look at WD and seagte March 2019 result , they revenue is drop very much and PAT also very worst , so dufu coming qtr will be worst. Good luck everyone
02/05/2019 3:45 PM

nckcm 5 窮 6絕 u all dare buy. After a good rally from janury till now , dow jones may look into correction soon
02/05/2019 3:47 PM

Posted by Baby_Shark > 2019-05-02 18:07 | Report Abuse

Then at the very 1st place dont go everywhere shouting sky is falling and using some stupid examples... if it is base on the reason like what Applepen commented especially on the SSD and HDD pricing i totally agree why from Applepen of view it shows negative sentiment ma.

However from my point of view SSD replacing HDD will not happen as soon as 2nd half of 2019, that why i am optimistic throughout 2019. That's all

Be reasonable when stating arguement that what I am trying to say.

Posted by Baby_Shark > 2019-05-02 18:07 | Report Abuse

I think i rest my case here...

Posted by nckcm > 2019-05-02 18:08 | Report Abuse

If u have holding power i said. Im telling retailers who cant hold dont buy yet

Posted by Baby_Shark > 2019-05-02 18:09 | Report Abuse

Maybe next time you can stop shooting yourself in the foot by providing better information before arguing...

and again i would say i strongly agree to this "随着SSD与HDD价差进一步的缩小"; "即使这5年它或许会受益于数据中心与云端的需求，可是这荣景最多能够维持几年，接下去极有可能会被SSD所取代"

Posted by Baby_Shark > 2019-05-02 18:11 | Report Abuse

like you say, 无知还真的是很恐怖。。next time please educate me with more useful points instead of some lousy and weak points so I can become better

Posted by nckcm > 2019-05-02 18:14 | Report Abuse

I didnt disagreee with HDD . I know mass storage need a lot more HDD than SSD in cost wise. Especially in developing country. SSD is still expensive to make due to the process of manufacturing. I did my home work more than you. Even if SSD become cheap that time, Dufu will be capable in doing so as well.

Posted by nckcm > 2019-05-02 18:16 | Report Abuse

U now only own dufu, earlier than that no see u here ? Tokok only

Posted by Baby_Shark > 2019-05-02 18:17 | Report Abuse

At least something we can both agree upon.

nckcm I didnt disagreee with HDD . I know mass storage need a lot more HDD than SSD in cost wise. Especially in developing country. SSD is still expensive to make due to the process of manufacturing. I did my home work more than you. Even if SSD become cheap that time, Dufu will be capable in doing so as well.
02/05/2019 6:14 PM

Btw the point of I did that stupid calculation is just to show those shouting WD and Seagate in this thread. When show correlation say don't compare, but when own shouting sky is falling say all related. Aiyooooo

Posted by Baby_Shark > 2019-05-02 18:19 | Report Abuse

That's when the forum become toxic. after a heated discussion, name-calling comes in lol. maybe I shouldn't even appear here in the first place.

Btw I respected and agree your point of view on HDD and SSD on cost efficiency thou.

Posted by Baby_Shark > 2019-05-02 18:21 | Report Abuse

Thats how forum should work and it is not the case "yea it drop coz WD and Seagate drop"

It drop because HDD losing cost efficiency vs SSD that's why it drop, is it so hard to agree on that?

I come out and argued just because so many using WD and Seagate as example at the very 1st place