Autoven/ TerrenceLim/ Souljaboiiii might be the same person holding different accounts! I m not like you, dude! Shame on you, dude! No guts to stand on the coming bad QR and throwing temper for losing money!
Current notebook, ipad, smartphone and desktop (iMac) all using SSD as main storage! No one using HDD anymore except data centers for cost effectiveness. We could see SSD is the trend and cost will definitely more competitive in the coming future! Perhaps we could see SSD 2.0/3.0/4.0/5.0 in the near future!
Oh ya, visited few of such similar companies in China could produce cheaper products than Dufu! You know what would happen if China made HDD related products flooding the markets!
Autoven/ TerrenceLim/ Souljaboiiii, Dufu QR out! Horrific QR! Both revenue and profit crashed, badly performed comparing QoQ or YoY! You r all losers! I just hope the newbies already sold off and took profit on Dufu! Expecting major Dufu share price adjustment tomorrow!
Good luck @James_Bond, I know you're the best in the market. I believe you're so smart, but there's no need to show people what's inside your brain here. The QR is bad, and it's expected. The 5% dropped today is to justify the bad QR. Believe or not, it's already priced in. It makes sense also if it continues to drop tomorrow. I'm not a prophet, nor a god who knows what will happen tomorrow, or even in the near future. But I do know the long term prospect of this company, it's going to do very well in the future. All the best dude, you should spend more time to trade rather than talking co*k here.
Autoven/ TerrenceLim/ Souljaboiiii, please make this clear! I m here to protect newbies from chasing high and get trapped in Dufu (value trap if you understand what I meant) with sleepless night, some of which might hv family issues thereafter due to the fact that receiving wrong information from you, dude!
I believe you're the smartest and the kindest investor out there. All the newbies owe you a trophy. When they sleep at night, they will think of you, James Bond. A handsome young man with small taufu balls appear in their dream, asking them to run from buying Dufu shares. But in reality is @James_Bond a handsome guy? I believe in inner beauties, even if he looks like a fatty with bouncy belly. I believe we should draft a song for you, the title should be "The Kindest Investor --@James_bond". Salute sir, you're the best!
James_Bond, you're the man !!! I totally agree with you. In the long term, DUFU will go to zero. Good luck to the long term Investors here. Ha ha... SSD will kill DUFU. I've given free warning before, people still chase the price higher and higher, later will have more pain.
Financial report of Dufu ended 31 March 2024 on page 13 stated that group revenue decreased by 22% YoY due to decrease in HDD component sales (core business of Dufu)! The decrease in profit mainly due to the decrease in revenue in HDD components and higher overhead costs! All in all, this hit straight to core bussiness of Dufu! Bad sign! Deep red candle stick before QR released signaling bad bad bad news! — read this 3 times or more before you click the buy/ sell button!
Current notebook, ipad, smartphone and desktop (iMac, Dell, Asus, Acer) all using SSD as main storage!
No one using HDD anymore except data center! Tell you the truth, data center using mainly SSD with some HDD for cost effectiveness.
Now, SSD price is lower than before by comparing gigabyte per dollar! No doubt SSD will be even more competitive in the coming future!
Energy demand could not meet up with more data centers in the coming one to two years! No way HDD will continue to grow without the demand from data centers because it is the main driver for HDD due to cost issue. The cost issue could be overcome by mass production of SSD with help from cheap labor cost from Vietnam or India or even China!
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...
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Posted by James_Bond > 2024-05-08 14:37 | Report Abuse
The most profitable segment for WD is the SSD part, not HDD! Please read carefully!