Posted by stock_investor > 2019-05-02 18:22 | Report Abuse

Dufu will jump very high soon. Last call la. U shall believe management of dufu. Dufu shall worth around RM 2.3 by now. I shout in jan 3 when no ppl believe me and i did not hesitate to buy at that time. WD and Seagate account 60% of world market share. Dufu is doing export whether u like or not must look at big pictures.

Posted by nckcm > 2019-05-02 18:25 | Report Abuse

Not really. all I know is Asia will need more HDD in the future. The core of 5G to run is mass storage of HDD of cost efficient to be maintained. U just need to find the right entry price. Currently market not looking good. I sold off short term trading during peak at 2.09/2.02

Posted by Heavenly PUNTER > 2019-05-02 18:29 | Report Abuse

Hi Baby_Shark. Baby Shark doo doo dooo dooooooo doooooooo

Posted by nckcm > 2019-05-02 18:32 | Report Abuse

Dufu export to...?

Posted by nckcm > 2019-05-02 18:35 | Report Abuse

Which country ? Which country give its the most profit..?

Posted by PotentialGhost > 2019-05-02 19:24 | Report Abuse

Baby shark still baby , baby shark must grow to big shark . So good luck to you baby shark . Malaysia market now are very worst sentiment , if dufu result can't sustain , price will decline very fast . So god bless you .

Posted by Kc Teh > 2019-05-02 21:39 | Report Abuse

Baby Shark, you mistaken my point, first of all, I am a trader.

WD results drop, partially may be due to HDD weak sales, or mainly because of the chips. Dufu also major in HDD, therefore expected sales will drop too. Investors / traders see this occurrence and might decided to dump shares to either lock profit or cut loss amid the uncertainty.

just like the glove company is malaysia, when you see harta report sales drop, most likely you will know that TG has sufferred the same fate.

However, this is just an indicator, and the fact that my prediction of it dropping to 1.8 area do realise as well. But dont link them as mother and son like when WD go up it should go up etc..

All the time I did not mention about WD share price, but about the HDD sentiments.

But if based on share price, WD actually gapped down 5% on the opening of 30 april after the release of results before rebounding back up.

Posted by upshare > 2019-05-02 22:57 | Report Abuse

Habis dufu...

Posted by calvin5025 > 2019-05-02 23:17 | Report Abuse

is time

Posted by upshare > 2019-05-03 07:03 | Report Abuse

Panic selling???

Posted by ikah2000 > 2019-05-03 08:43 | Report Abuse

buy JCY... SOLEY HDD PRODUCER.

Posted by stock_investor > 2019-05-03 09:08 | Report Abuse

Form hammer edi. Is time to rebound. Last call to buy. Dufu ia not gtronic. Dufu is like frontkn. Pls dont overlook

Posted by calvin5025 > 2019-05-03 09:16 | Report Abuse

buy cheap

Posted by 888newbie > 2019-05-03 09:37 | Report Abuse

one of the RHB jewels. Just worried that this is a cyclical stock.

Posted by ikah2000 > 2019-05-03 09:38 | Report Abuse

it pricey now... dont buy... hammer is knock everyone head until bloody...

Posted by Chang Yee Fong > 2019-05-03 09:56 | Report Abuse

The so called reduction in price between SSD and HDD is actually false when you look deeper into the issue. Applepen your so called Sifu just only read the articles who say that the price difference has been going down. However the truth is a little bit more complicated. The article link as below will show.

https://thessdguy.com/are-ssds-approaching-price-parity-with-hdds/

Basically the price difference situation between SSD and HDD has actually stayed the same since SSD was introduced in 2007. On a personalized individual PC level the SSD is getting cheaper per GB than it was in the past compared to HDD. However as the article, above explains at higher capacity the cost difference between SSD and HDD goes back into 5 to 1 difference or even as high as 10 to 1 when comparing the new 16TB Helium HDDs.

Going deeper in WD and Seagates reports you should all be looking at the Enterprise Sector HDD sales or their term is Data Center Devices & Solutions

These are the sales numbers for Western Digital in millions

3/30/2018 6/29/2018 9/28/2018 12/28/2018 3/29/2019

Data Center Devices & Solutions1 1,660 1,612 1,446 1,074 1,245



This is Seagate sales in total Exabytes sold per quarter for Enterprise HDD.

Q3’17 Q4’17 Q1’18 Q2’18 Q3’18 Q4’18 Q1’19 Q2’19 Q3'19
2.3 2.2 2.1 2.4 2.5 2.6 3.0 3.4 2.9
30.0 21.4 21.2 25.1 35.1 41.3 44.5 42.5 33.0


All shows sales are still growing and good for Enterprise type HDD sales long term. So in my eyes yes DUFU might not have as good as quarter as last year but it won't be a major disaster nor downturn. It's just retrenchment.

Posted by calvin5025 > 2019-05-03 10:22 | Report Abuse

dufu up

Posted by PW888 > 2019-05-03 10:51 | Report Abuse

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.

Posted by Baby_Shark > 2019-05-03 11:08 | Report Abuse

Baby_Shark need eat more share thrown by panic seller to grow bigger! Feed me!

Posted by Jackynck > 2019-05-03 12:03 | Report Abuse

when price up, semua orang masuk rebut regardless wat price, when price down, everyone sell sell sell regardless wat price too.. this is the investor mindset ~~ wondering this practice really can earn profit?

Posted by KPH5328 > 2019-05-03 14:19 | Report Abuse

WD QR Mar2019
http://investor.wdc.com/static-files/e13621e9-2330-43a4-9611-37b7ebdcc303
Page 5:
DATA CENTER DEVICES & SOLUTIONS • Demand for capacity enterprise drives better than expected • Initial revenue shipments of enterprise NVMe SSD solutions and on track to accelerate ramp throughout CY19
Revenue for enterprise HDD yoy drops but qoq up 15%

Posted by KPH5328 > 2019-05-03 14:22 | Report Abuse

Page 8:
HDD METRICS
Client Compute Units 17.6 17.8 16.3 14.0 12.9
Non-Compute Units 11.2 13.7 11.2 11.1 9.3
Data Center Units 7.6 7.5 6.6 5.1 5.6
Data center Units qoq up 9%

Posted by KPH5328 > 2019-05-03 14:29 | Report Abuse

AR2018, Chairman statement:
We have invested a total of RM23.75 million in property, plant and
equipment which more than quadruple the amount we invested in
FY2017. Our strong operational strength and improved credit metrics
allow us to maintain a healthy cash reserve and internally fund our assets
acquisition.
Good move by Dufu's management, increased capex to meet demand from high cap HDD as stated in prospect Q42018

Posted by KPH5328 > 2019-05-03 15:18 | Report Abuse

Old news:
https://www.thestar.com.my/business/business-news/2019/04/02/dufu-aims-to-operate-metal-fabrication-plant-by-june/
Another good move by management to diversify and expand their biz in non HDD.
Any idea revenue from non HDD currently?

Posted by signalmw > 2019-05-06 07:40 | Report Abuse

特朗普扬言在本周五（5月10日）起把目前针对2000亿美元中国进口商品加徵的10%关税，将提升至25%，并威胁对馀下3250亿美元尚未徵收惩罚性关税的中国货品开刀，

Posted by nckcm > 2019-05-06 14:51 | Report Abuse

Remiser called me to grab when cheap and i told him not cheap enough. Maybe after my holidays haha. Baby shark, i think u cut loss already

Posted by Baby_Shark > 2019-05-06 15:00 | Report Abuse

No la, haven't cut loss my avg 1.83, just hold lo

Posted by Kc Teh > 2019-05-06 17:19 | Report Abuse

no worries, got dividend 5% ma, listen to tmr agm only decide, not late. Today knee jerk reaction nia, world market down, KLCI no rasa because already low. Today is collection day.

This stock you bought rm2, drop till rm1.5, you only lose 25 %, as long as prospect is there, no worries.

Posted by SmallFish8 > 2019-05-07 10:52 | Report Abuse

AGM bad new? why suddenly like selling pressure so high

Posted by stock_investor > 2019-05-07 10:58 | Report Abuse

Any updates on agm ?

Posted by Newplayer286 > 2019-05-07 10:59 | Report Abuse

What happened?

Posted by Newplayer286 > 2019-05-07 10:59 | Report Abuse

I cut loss at 1.86 my price 1.98 lol

Posted by SmallFish8 > 2019-05-07 11:00 | Report Abuse

lol anyone can update? i sold mine at 1.8 which bought yesterday 1.81

Posted by enning22 > 2019-05-07 11:01 | Report Abuse

sino/us trade war worry

Posted by hng33 > 2019-05-07 11:03 | Report Abuse

Use balance capital, all dufu at 1.73-1.75

Posted by Hwai Hooi > 2019-05-07 11:08 | Report Abuse

really tafu?

Posted by Baby_Shark > 2019-05-07 11:08 | Report Abuse

Wah

Posted by 1493642780662044 > 2019-05-07 11:09 | Report Abuse

any comment after AGM?

Posted by SmallFish8 > 2019-05-07 11:09 | Report Abuse

wt... don't later limit down

Posted by ITreeinvestor > 2019-05-07 11:10 | Report Abuse

AGM Director hints future not bright for HDD

Posted by Willbegood > 2019-05-07 11:11 | Report Abuse

AGM has bad news come out

Posted by kurax2 > 2019-05-07 11:11 | Report Abuse

Any news in AGM

Posted by 1493642780662044 > 2019-05-07 11:11 | Report Abuse

ITreeinvestor..are you going to AGM?

Posted by WhiteWolf > 2019-05-07 11:11 | Report Abuse

Shortest AGM in history of AGMs. Pretty uneventful. At most mgmt was cautious on 1H2019 prospects due to some form of economy pullback. They forecasted positive results in 2H2019

Thats about it. Very interesting to see now Mr Market responding so emotionally. Prospects of Dufu (for me) remains unchanged. See how their upcoming quarterly lo

Posted by Neverlose > 2019-05-07 11:15 | Report Abuse

this QR will be bad?

Posted by kyy_superinvestor > 2019-05-07 11:16 | Report Abuse

quarter possibly out today....based on my experience, bad qr ahead..

Posted by Neverlose > 2019-05-07 11:16 | Report Abuse

chart looks good at this price haha ..

Posted by Baby_Shark > 2019-05-07 11:17 | Report Abuse

All.in today, no more capital d lorr

Posted by plroo7 > 2019-05-07 11:17 | Report Abuse

Panic selling - WhiteWolf...

Posted by Willbegood > 2019-05-07 11:20 | Report Abuse

This drop trends should be linked to the QR, better run before sink