Posted by luckyjb > 2017-10-09 09:40 | Report Abuse

dufu from 2019 0.59 to 2017 oct 1.4 increase about 260%
Penta from about 0.70 to 2017 oct 4.74 increase about 650%

Posted by investodiva > 2017-10-10 17:08 | Report Abuse

Wake up lor weiii

Posted by graceling > 2017-10-10 23:36 | Report Abuse

dufu arrrrrr

Posted by Learning2017 > 2017-10-12 21:18 | Report Abuse

个人猜测，dufu破1.44就有戏，不破就横盘！下跌风险已经大大减低！没有买卖建议，只是讨论讨论！

Posted by Tay Sze Yang > 2017-10-12 23:07 | Report Abuse

dividend received!

Posted by mamatede > 2017-10-13 16:22 | Report Abuse

http://www.klsescreener.com/v2/news/view/293053 joint venture between toshiba and wd

Posted by WaAdaLui > 2017-10-13 16:34 | Report Abuse

Ini Dufu manyak lembut la.. Just like its name 豆腐。
Kasi makan TongKat Ali baru boleh kuat !

Posted by tecpower > 2017-10-14 22:58 | Report Abuse

Semiconductor stocks were bullish on Friday. They are likely to continue to be bullish next week.

Gtronic + 0.63%
Pentamaster + 3.13%
Inari + 1.92%
MMSV +2.19%
Vitrox +4.94%
Unisem + 0.25%
KESM 0.60%
Visdynamics + 3.45%

Posted by VestPRO > 2017-10-15 16:08 | Report Abuse

https://wesharenwetrade.blogspot.my/search/label/DUFU

Posted by Alex Foo > 2017-10-17 10:16 | Report Abuse

revenue dropping....can explain?

Posted by AliCafe > 2017-10-17 16:55 | Report Abuse

Bought :)

Posted by denialC > 2017-10-20 15:54 | Report Abuse

start moving..

Posted by denialC > 2017-10-20 16:08 | Report Abuse

NOTION Fire Incident then only DUFU start moving

Posted by Mc_Wei > 2017-10-20 16:09 | Report Abuse

notion business will go to dufu

Posted by mamatede > 2017-10-20 16:16 | Report Abuse

woah

Posted by mjsim > 2017-10-20 16:39 | Report Abuse

caught some Dufu and keep, competitor main production plant down...

Posted by mamatede > 2017-10-20 16:40 | Report Abuse

so notion is out from business?

Posted by VFTRADER > 2017-10-20 21:59 | Report Abuse

500 CNC machines damage.
Their factories in other location only have 200 CNC machines to support.

Happy Problem for Dufu.

Posted by mjsim > 2017-10-21 08:56 | Report Abuse

Notion will have their operation interrupted 9 months, total loss estimated around 150mil

Posted by mjsim > 2017-10-21 08:57 | Report Abuse

Dufu can have earning visibility at least 1-2 year until notion have their full main plant ready and commissioned with high utilization rate

Posted by vic_amat87 > 2017-10-21 10:06 | Report Abuse

Buy dufu. Cont bullish next week

Posted by ivan9511 > 2017-10-21 18:48 | Report Abuse

agreed sure limit up dufu

Posted by nekosan > 2017-10-21 20:09 | Report Abuse

yes.

Posted by Yippy68 > 2017-10-23 05:02 | Report Abuse

both dufu and jcy will be on fire. jcy still cheap.

Posted by mamatede > 2017-10-23 09:08 | Report Abuse

Sad for Notion.. dam

Posted by paktua73 > 2017-10-23 09:26 |

Post removed.Why?

Posted by ChloeTai > 2017-10-23 13:14 | Report Abuse

https://klse.i3investor.com/blogs/Chloe_Tai_Blog/135880.jsp

Dufu - Opportunity in Competitor's Disaster

Posted by ChloeTai > 2017-10-23 13:15 | Report Abuse

https://klse.i3investor.com/blogs/sectionanalyst/135949.jsp

DUFU - Upgrade to buy with TP RM 2.15

Posted by VFTRADER > 2017-10-23 14:24 | Report Abuse

Good sharing. Still have to make sure Dufu has the cap ( unless they still have 30% idle cap to support) to absorb the extra order as nobody will buy so many additional CNC machines keep idling in the factory waiting misfortune happen to competitors.

Posted by MoneyFace88 > 2017-10-23 14:52 | Report Abuse

Sad for Notion , Happy for Dufu

Posted by RJ87 > 2017-10-23 15:06 | Report Abuse

Buy and put there also good mar...can consider it as purchase with tax discount...

Posted by ChloeTai > 2017-10-23 22:27 | Report Abuse

Shares of rivals Dufu Technology Corp. and JCY International climbed 2.8% and 7.6%, as market participants bet those companies could snatch some potential orders away from Notion.

https://asia.nikkei.com/Markets/Nikkei-Markets/UPDATE-Malaysia-s-Notion-VTec-Chairman-Expects-Faster-Recovery-At-Fire-Hit-Unit?n_cid=NARAN1507

Posted by Investar2862 > 2017-10-24 07:43 | Report Abuse

NOTION: ....The incident is expected to affect Notion's camera, hard drive and automotive segments, but not impact its new lifestyle consumer product and tubing project, as those products will be manufactured in another facility, the company said. The company plans to fully restore production from the fire-hit facility in eight months.

Shares of rivals Dufu Technology Corp. and JCY International climbed 2.8% and 7.6%, as market participants bet those companies could snatch some potential orders away from Notion.

Posted by Priority > 2017-10-24 08:14 | Report Abuse

DUFU - Reiterate upgrade to BUY with target price of RM2.15 post meeting with channel sources

Situation:

Two highly probable outcome for DUFU under consideration:

i) The company with loss capacity from fire incident will rent 250 CNC from DUFU's newly planned expansion plants plus 30 units of CNC that are currently idle from maintenance.

ii) The company with loss capacity from fire incident will temporarily transfer 30% production loss of 1 year to DUFU

Outcome:

i) Monthly financial gain (rent income) of RM850k - RM1mil per month for one year

ii) Monthly profit of RM700k - RM800k for one year

Risks:

i) DUFU will require to incur further capital investments, reducing amount of dividend paid in the future for a short period

ii) DUFU will need to temporarily absorb costs of production staffs transfer from the company with fire incident. Although what we gather is both parties are negotating to bear the cost 50% each.

Other possible outcomes:

We gather that the company with fire incident are negotiating with 3 parties for

i) production loss and staffs transfer

ii) CNC rental

iii) Premise rental

However, we believe that DUFU is the frontrunner due to:

i) Close business relationship between two companies

ii) DUFU's technology are superior to its peers due to continued investment from holding company and close ties from Taiwan

Posted by Priority > 2017-10-24 08:15 | Report Abuse

http://klse.i3investor.com/m/blog/sectionanalyst/136035.jsp

Posted by vic_amat87 > 2017-10-24 10:59 | Report Abuse

Profit taking. Short and long term still intact...

Posted by eklim65 > 2017-10-24 19:44 | Report Abuse

Okay... time to invest some... I trust on you guys.

Posted by Investor 9999 > 2017-10-24 21:06 | Report Abuse

Response to Priority Dufu

We have to be professional and knows what you write and I rebutting your findings:

1. There is no way Dufu has 150 CNC Machine spare capacity for rent and I have look at the Annual Report FY 2016 and 1H Qtr report, there were no material Capex expenditure involved since 1 Jan 2015 to match that expansion of having 150 CNC Machine surplus capacity .

2. Common sense would tell you every company would expand its business progressively based on secured business and not buy 150 CNC machines to wait for business and wait for Notion disaster to rent it out.

3. Dufu plant is in Penang, how to transfer staff over from Klang. If you are Dufu , would you want your competitor staff to be at your factory to learn yout trade secret and technology.

4. Both your suggestion does not make business sense. The likely outcome, is Seagate and WD would channel the component to Dufu. Dufu is a qualified vendor of both Seagate and WD. For other components like Camera Parts, Dufu plant need to be qualify by Notion Customers before you can transfer the production. This process take about 2 months..

Posted by VFTRADER > 2017-10-25 08:27 | Report Abuse

Their latest Q rev result

NVtec = 68m
Dufu = 41m
JCY = 390m

So from here, we can judge that who will have the cap to absorb extra order.

Posted by Priority > 2017-10-25 19:49 | Report Abuse

@Investor 9999, what is ur opinion?

Posted by eklim65 > 2017-10-25 20:50 | Report Abuse

Increase DUFU position. JCY short-term.

Posted by Sultan763 > 2017-10-27 17:00 | Report Abuse

whats wrong with DUFU? any one can share?

Posted by Kok Leong Chan > 2017-10-27 18:25 | Report Abuse

Just normal goreng up and down only

Posted by WaAdaLui > 2017-11-02 10:24 | Report Abuse

Zzz 。。。

Posted by PenguinDad > 2017-11-05 12:49 | Report Abuse

Dufu will gain from Notion Vtec factory fire.

Posted by UncleJohn > 2017-11-06 12:26 | Report Abuse

wa, long time no see this counter, why drop so much?

Posted by UncleJohn > 2017-11-06 12:33 | Report Abuse

as far as I know, seagate and WD latest result not bad, isn't it considered a good sign for dufu?

Posted by RJ87 > 2017-11-09 00:23 | Report Abuse

What's wrong? Here is why?

Talk shit to buy low...
Talk good to sell high...

Not many i3 here comes with fact or analysis on balance sheet...

Posted by Investor 9999 > 2017-11-09 12:08 | Report Abuse

Dufu at 140 is trading at Historical PE 8.84 (based on FY 16 EPS of 15.83 Sen) and my estimate EPS for FY is 16.1 Sen (1H 7.9 Sen + Q2 4.1 X2) giving it a forward PE 8.7.
At PE 10, the valuation would be 161. I am still trying to find out whether Notion HDD Sales due to the fire incident would flow into Dufu, if so, then the valuation would be rerated.

A discussion with the management of Dufu by a friend before Q2 result was given the guidance FY 17 would be better than FY16 in terms of operating profit after taking away all exceptional gain. i.e take away all exceptional income.
For Q1 2018, both Seagate and WD has reported better results and higher shipments of HDD per terabyte (Source Q1 2018 Report). Western Digital reported 7% growth in revenue and 7.6% growth in HDD shipments. Seagate reported 9.4% growth in revenue and 13 % growth in HDD shipments
DUFU also has 40% global market share in the HDD components it manufactured. With the higher shipments of HDD by both Seagate and WD, I believe DUFU should be good this coming qtr 3 reporting.
Dufu coming Q3 result should be good given both Seagate and WD reported higher shipments of HDD and that Dufu had 40% global market share as stated by management.

Posted by Alex Foo > 2017-11-09 12:11 | Report Abuse

but, management integrity is an issue. google 'dufu reprimanded'