KLSE (MYR): DUFU (7233)
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Last Price
1.79
Today's Change
-0.02 (1.10%)
Day's Change
1.78 - 1.82
Trading Volume
129,500
Date | Subject |
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NVIDIA (NVDA) continues to power higher after-hours following blow-out guidance, with shares now up 26% - adding $200 billion in market cap.
The company now sees Q2 2024 revenue of $11 billion, 53% above the Wall Street consensus of $7.15 billion
2023-05-25 11:32
TECH
Two of the world’s most critical chip firms rally after Nvidia’s 26% share price surge
https://www.cnbc.com/2023/05/25/tsmc-asml-two-critical-chip-firms-rally-after-nvidias-earnings.html
2023-05-27 15:36
Citi Quants Say the AI-Driven Tech Rally Has Legs
Growth stocks have more tailwinds than risks in June: Citi
JPMorgan’s Kolanovic also positive on tech this year
https://www.bloomberg.com/news/articles/2023-06-06/citi-quants-say-the-ai-driven-tech-rally-has-legs-as-fed-pauses#xj4y7vzkg
2023-06-06 23:00
AI will increased demand on data center and storage which is dufu business....dufu is on the right track...
2023-06-11 10:12
Result next week confirm no good.
Need to readjust the price to meet its historical PE.
That's why 😂
2023-07-25 12:28
Intel Jumps After PC Recovery Bolsters Chipmaker’s Outlook
Earnings expected to be stronger than analysts’ estimates
https://www.bloomberg.com/news/articles/2023-07-27/intel-jumps-after-upbeat-forecast-boosts-optimism-about-chips
2023-07-28 12:09
PC, laptop and data centre HDD market still soft. But hopefully can recover end 2023 onwards.
2023-07-28 12:57
URGENT: Japan chipmaker Kioxia, Western Digital to agree to merge: sources
https://www.nippon.com/en/news/kd1085511976280211472/urgent-japan-chipmaker-kioxia-western-digital-to-agree-to-merge-sources.html
1 month ago
Both Seagate and WD guided their upcoming report would be ugly. I think the investors should look for the sign of bottom in the upcoming earnings call.
1 month ago
Gross profit is back to 20%+ ish, fcf is at 22 million and the net profit is flat.
Financially it looks terrible and the current valuation (PE ratio) does not make sense to anyone.
There are a few things to note from this earning report:
1. The result same as what the management guided us in the last quarter earning report.
2. The bleak result is aligned with Seagate and WD weak HDD revenue in Q3.
Although the prospect written by DUFU looks meh to me, but I think they tend to sound pessimistic so that no high hope will be given. In my opinion, they prefer not to over-promised.
WDC and Seagate just had their earning calls not long ago. Both of them guided that the nearline HDD inventory adjustment of their cloud customers are coming to the end.
Please allow me to quote a statement made by the CEO of WDC:
Aaron Rakers -- Wells Fargo Securities -- Analyst
OK. And then as a quick follow-up, I'm just curious on the hard disk drive business. I know the cloud revenue in total was down consistently again quarter over quarter. Just how would you characterize what you're seeing from a nearline perspective from the cloud? Have you started to see demand pull again? Just any kind of context of how you're thinking about the shaping of kind of a recovery here as we move forward.
David Goeckeler -- Chief Executive Officer
Yeah. We think this past quarter was the bottom, Aaron. And we see improving demand as we move throughout the fiscal year on a quarter-over-quarter basis. We've had certain customers that have been on the sidelines for a while, and they're starting to come back and give us visibility into ordering.
So, we expect the market to recover from here going forward.
Although there will be a lagging period, but the recovery of nearline HDD for WDC has been started in Q4 this year.
Let's see how the market will react to Q3 earnings report of DUFU.
1 month ago
the profit drop so much and share price stable there. certainly the market price in the result at this level
1 month ago
Dead cat bounce, chance to get out. Don't hold on to a company facing obsolescence. Dufu is facing existential risk in the long run. Remember Nokia and Xerox... All died due to technological obsolescence. Smart investor must be willing to look far. Will HDD still be used 10 years later with SSD getting better and cheaper each year??? Be honest to yourself... Don't say I never warn you all. Peace.
1 month ago
Let's admit it, it is an act of a fool to predict stock price fluctuation. But one thing that we can predict is the long term performance of the company that we bought. DUFU is definitely one of those companies that is worth to hold for a long term.
4 weeks ago
TSMC October revenue hits new high, up 34.8% MoM
https://www.digitimes.com/news/a20231110PD207/ic-manufacturing-japan-semiconductor-tsmc.html
3 weeks ago
Happy weekend folks and happy deepavali to those celebrating! Since I got nothing better to do, I spent hours curating a video for more fair assessment on dufu and how Mr. Lee Hui Ta can charter their next progress. Any long term holders of dufu, please watch and recalibrate your position if necessary. YT video on my channel :- https://youtu.be/WAAeNLF8zJ8
3 weeks ago
KLCI expected to trend higher in coming week
https://theedgemalaysia.com/node/689751
3 weeks ago
Markv572421
Post removed.Why?
2023-04-19 11:42