Dufu is a very small capital company producing parts of HDD. HDD is old technology! We r moving towards SSD, new technology. That's why Dufu PE is less than 10 compared to others. Now, Dufu is overpriced and not worth the chase.
US market crashed.. tech bubbles might burst out.. MPI was traded at 2.5 during dotcom bubbles last time.. don't catch the falling knife.. I just sold mine at 1.45
DUFU is undervalue. 3Y CAGR bottomline growth of nearly 50% at single digit PE, its an extreme bargain. No brainer. HDD is being used on large scale in data center worldwide that is growing in numbers year by year. SDD is still expensive per TB compare to HDD. FYI 82% of the revenue still derived from HDD.
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Alex Foo
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Posted by Alex Foo > 2017-08-17 12:57 | Report Abuse
@laoying
i also hope hdd is not a sunset industry. As of now DUFU supplies more to server-type customers, those enterprises.
If you notice, laptop computers, tablets, all no longer use hdd. Please correct me if i'm wrong. Even my computer now use SSD.
SSD is a lot faster, efficient, less fault-rate compared to its predecessor.
For someone with great stakes in DUFU, may i suggest they raise this up during AGM to see if DUFU should persue in this business.
Now the share price is up, supported by the substantial shareholders, I'm happy that many got benefit =)