DUFU TECHNOLOGY CORP. BHD

KLSE (MYR): DUFU (7233)

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Last Price

2.35

Today's Change

+0.03 (1.29%)

Day's Change

2.31 - 2.39

Trading Volume

3,819,800

Financial

T4Q

31-Mar-2021

2020

31-Mar-2021

2019

31-Mar-2021

2018

31-Mar-2021

2017

31-Mar-2021

Total assets

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Total current assets

238

1000

110

900

600

Cash & equivalents

238

1000

110

900

600

Short term investments

238

1000

110

900

600

Total receivables, net

238

1000

110

900

600

Accounts receivable - trade, net

238

1000

110

900

600

Other receivables

238

1000

110

900

600

Total inventory

238

1000

110

900

600

Inventories - work in progress

238

1000

110

900

600

Inventories - progress payments & other

238

1000

110

900

600

Inventories - finished goods

238

1000

110

900

600

Inventories - raw materials

238

1000

110

900

600

Total non-current assets

238

1000

110

900

600

Long term investments

238

1000

110

900

600

Note receivable - long term

238

1000

110

900

600

Investments in unconsolidated subsidiaries

238

1000

110

900

600

Other investments

238

1000

110

900

600

Net property/plant/equipment

238

1000

110

900

600

Gross property/plant/equipment

238

1000

110

900

600

Accumulated depreciation, total

238

1000

110

900

600

Deferred tax assets

238

1000

110

900

600

Net intangible assets

238

1000

110

900

600

Other current assets, total

238

1000

110

900

600

Total liabilities

238

-1.64%

1000

+11.55%

110

+81.66%

900

-13.16%

600

+235.36%

Total current liabilities

-238

-1000

-110

-900

-600

Total non-current liabilities

-238

-1000

-110

-900

-600

Long term debt

238

1000

110

900

600

Long term debt excl. lease liabilities

238

1000

110

900

600

Capital and operating lease obligations

238

1000

110

900

600

Provision for risks & charge

-238

-1000

-110

-900

-600

Deferred tax liabilities

-238

-1000

-110

-900

-600

Other liabilities, total

-238

-1000

-110

-900

-600

Total equity

-238

-1.64%

-1000

+11.55%

-110

+81.66%

-900

-13.16%

-600

+235.36%

Total liabilities & shareholders' equities

238B

1000B

110B

900B

600B

Total debt

238

1000

110

900

600

Book value per share

-238

-1000

-110

-900

-600

Discussions
11 people like this. Showing 50 of 7,454 comments

Tanleechoo

Sometimes what u can c in factory , but there r things u cannot c in factory too … the future orders n recovery of mkt … every trade also face China n competition outside .. no one can control that except govt set the trade barrier ..dufu mgt is honest enough to comment on the outlook.. next Q result also so so only .. but the future is ok .. this is my interpretation….

1 week ago

KPH5328

QR mentions that revenue QoQ up 14%, decreased in PBT was mainly due to the reversal of inventories written down of RM1.7 million last Q, good sign of improvement.
Prospect is positive, indicate demand is recovering.

1 week ago

KPH5328

the key is how much it will grow as current valuation is not cheap

1 week ago

KPH5328

https://www.facebook.com/100064619354545/posts/844261937737777/?mibextid=Nif5oz
DUFU 2024 股东大会

✔️ 管理层表示今年的盈利保持在低二位数增长率

✔️工厂的utilisation rate 在2023年平均在60%,而现今工厂的utilisation rate 是70%

✔️管理层表示他们预计接下来的几年内,HDD的盈利增长为10%;NON HDD的盈利增长是20%

✔️在总盈利中,HDD还是占据了高达70%营业额,而其余的30%是来自于其他业务。

✔️Bukit Minyak 的新工厂已经在去年投入运营,专注于Sheet Metal Fabrication 的业务。管理层表示他们预计今年的业务会增长在20%,而接下来五年会维持在10-20%的增长率。

✔️总结来说,管理层会继续开拓业务市场以增加市场份额。与其同时也会考察新的领域,寻求发展机会。

1 week ago

James_Bond

Souljaboiiii, you hv lost in predicting bad Dufu QR! You still dare to comment?! Goodness! Please check my track records in I3 before you speak out! Thanks!

1 week ago

KPH5328

Dufu management mentions they expect low double digits profit growth in FY2024, assuming <20%, Price is about 190 @ PER35x, cheap?

1 week ago

James_Bond

Bingo, exactly what personally saw in Dufu factory ie utilization rate 50-60% only! Haha!

1 week ago

James_Bond

If annual profits increased by 10% (low double digit growth), annual EPS would be around 5 cents, barring unforeseen circumstances. Forward PE would be as below:-
PE 40 = 200 cents
PE 50 = 250 cents

1 week ago

James_Bond

Current Dufu share price of 2.29 is equal to forward PE of 46! High or fair or low forward PE, you say?!

1 week ago

KPH5328

AI related tech stocks NATGAT PIE PER also expanded crazily though they're EMS players, lowest supply chain of semicon. NATGAT almost 60x, Dufu closest peers Notion & JCY -PER.
AI theme is hot, judge yourself and manage your risks.

1 week ago

James_Bond

By the way, Warren Buffett didn’t hold any AI shares at all! Something to ponder before you jump in such high PE company especially outdated tech HDD company, Dufu!

1 week ago

Souljaboiiii

Dude, you should donate your money instead of shorting dufu. Kindly share to us how much you've lost and how freaking panic you were when the price shoot to 2.3+ just now.

1 week ago

alenac

Yes, high PE is also high risk. Tech stocks are mostly overpriced. Depending on self-risk appetite
James_Bond
By the way, Warren Buffett didn’t hold any AI shares at all! Something to ponder before you jump in such high PE company especially outdated tech HDD company, Dufu!

1 hour ago

1 week ago

Souljaboiiii

I doubt that you won't, because you're a loser. Come share with us what's the proper valuation of dufu, and I believe the market will slap your face as hard as possible. When a business is at its upcycle, nobody will care about what's the PE ratio and etc. You know why? Because the business is getting better and better each and every single day! You can't put a metric to measure how much will it be earning!

1 week ago

Souljaboiiii

Please short MPI, the PE ratio is 166+. Short it and show to us how much is your loss (confirm no gain at all)!

1 week ago

Tanleechoo

Haha friendly match .. afterall we do not know each other well ..
Our brought up n experience are
Diff …. Good to
C fr all angles .. interesting to learn fr
All

1 week ago

howardmark

Wow, such arrogant comments. Deserve to lose money. Need to learn to be humble in stock market.

1 week ago

howardmark

Bro James bond, you seems like a seasoned and experienced investor. Can yum cha if got time, we can learn from each other.

1 week ago

Superich

I wonder why the share price of another HDD component maker, JCY has increased by almost 100% for the past 1 year regardless of its continuous losses

1 week ago

calvintaneng

Data Centers ARE POWERFUL CATALYSTS for HDD Usage, 3 Stocks Will Benefit Greatly: JCY, NOTION & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-14-story-h-161725383-Data_Centers_ARE_POWERFUL_CATALYSTS_for_HDD_Usage_3_Stocks_Will_Benefit

5 days ago

calvintaneng

DUFU being a "CYCLICAL STOCK" has now scraped the Bottom of the Wheel & Now Turning UP



All these "THEY SEE AHEAD" Are Positive Words



1. we are witnessing a modest increase in demand.



2. global semiconductor sales are picking up



3. coupled with a resurgence inthe memory sector,



4. suggesting the potential onset of a new growth cycle



5. This positive momentum is supported by the conclusion of inventory adjustments



6. and heightened demand in electronics and AI-related applications.

4 days ago

James_Bond

Pua Khein-Seng, father of pendrive, investing few hundreds million ringgit as startup, aiming to push Malaysia towards the generative artificial intelligence (AI) era! There will be technology transfer worth over RM1 billion and bringing home 200+ experienced engineers to produce affordable but advanced SSD storage for AI data center! This is in keeping with current government data center policy!

Comparing with Dufu, producing outdated HDD, is designed to fail and Nokia-ed!

Time to wait up, dude!

4 days ago

James_Bond

Here is the news! Please read 3x before you press the buy button!

https://malaysia.news.yahoo.com/homecoming-father-usb-drives-featured-230000709.html

4 days ago

Souljaboiiii

Can you tell me what is the most dominant storage device that is used in the data center at this moment?
Is it SSD or HDD?

Can you let us know why Dufu is suddenly a HDD manufacturer?
Do you know what Dufu does?

Time to do some researches dude! Think twice before shorting a stock!

4 days ago

dchin472

Short till crazy alrd

4 days ago

Goldberg

Storage technology explained: Flash vs HDD

In this guide, we examine the differences between flash storage and HDD, the rise of NVMe and much denser formats such as QLC, and whether or not flash will vanquish HDD in the all-flash datacentre

https://www.computerweekly.com/feature/Storage-technology-explained-Flash-vs-HDD

4 days ago

dchin472

The fact is Microsoft , Facebook , amazon and more big co is buying more hard drive to save , the demand in coming yrs is huge

4 days ago

dchin472

“Meanwhile, companies such as Panasas, which specialises in storage for unstructured data, point to hyperscaler datacentres’ overwhelming use of spinning disk in ratios up to 90/10 against flash. Panasas argues that there’s still a five-times differential between the lowest-cost flash and HDD, and that for most, something like the hyperscaler solution is optimal. “

4 days ago

dchin472

Five times different in price ,if can use hhd why use flash

4 days ago

calvintaneng

For all practical answers just call up or email these 3 world monopolies

Western Digital
Seagate
Toshiba

How long more will they be manufacturing HDD(hard disk drives ) ?

all others are talks and theories

4 days ago

dchin472

It’s significant where is the future of storage alrd

4 days ago

calvintaneng

HDD PARTS MAKERS

JCY

NOTION

DUFU

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

3 days ago

Souljaboiiii

Ermm, @James?
No more reply from you?
To be honest I miss you so much, unveil your lies is my responsibility.
I have to protect the newbies from guys like you.

2 days ago

calvintaneng

To err is human
To forgive is divine

This HDD Bull run theme still in early days

After Data Centers are set up in 3 months to 3 years Lots more HDD will be needed

So not too late to join

but as like always there will be greed and fear at play interspersed with bouts of profit taking

But as long as Committed Capital Flows into Concrete Realities All HDD players will rise up in rotation

Best is to buy and sit still

2 days ago

Jnlee

Mr tan ,no more plantation stock only?

2 days ago

calvintaneng

Hahaha Sitiawan Lee the Boss

Yes!

Majority of my Investment still in palm oil

Fcpo almost Rm3900
Tsh Resources cost of Cpo production is as low as Rm2000 per ton

So 90% to 95% gross profit

what else on earth can give such high gross profit

one more thing

Tsh going into Biogas big time in Indonesia

With raw material almost free (they used to burn palm oil waste) Tsh will reap huge windfall getting free raw material to convert into green energy for Green city of Ikn Nusantara

So I have more shares in palm oil than HDD

of course HDD also in bull run due to Data Centers

2 days ago

calvintaneng

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

1 day ago

calvintaneng

Peter Lynch: What is a Cyclical Stock and How to Invest in them? | Stock Shop 1998【C:P.L Ep.41】

https://www.youtube.com/watch?v=hCSD5zbNxeQ

7 minutes ago



calvintaneng

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact

1 day ago

calvintaneng

From DUFU Balance Sheet

Cash Rm121 Millions
Debt Rm67 Millions

Cash less debt

Rm54 Millions

DUFU Has Cash Surplus of Rm54 Millions

1 day ago

pang72

Calvin, are you serious in hdd? But not plantation?

1 day ago

dchin472

dufu will become more bull

1 day ago

calvintaneng

Pang72

My major investment is in palm oil

since I got a group called i3 forum chat group (whataspp ) buying many types of speculative stocks I wanted to help them by giving them HDD Bull run stocks like Jcy, Notion and Dufu

As for my main dear people of Eagle Vision First Mover on palm oil 🌴🌴🌴 🔥🔥🔥

our main focus still on palm oil

1 day ago

EngineeringProfit

Calvin, finally after you got their funds stuck there for so long, you are guiding them the make real profits in klse superbull run (But jcy, notion and dufu have gone up so much....Can't you ask them not to chase high but to wait for double bottom?)

1 day ago

pang72

OK! Calvin

10 hours ago

calvintaneng

From experience

In a thematic bull run time all stocks in similar industries will go up together hand in hand and side by side in rotational uptrend

2019
PETRONAS Pumped Rm30 Billions into Upstream

Upstream Ogse stocks all went up in tandem like Dayang, Carimin, Penergy, Uzma, UmwOg (velesto) & etc

in 2020 Corona Virus
Catalyst for Glove superbull
Supermax, Topglove, Kossan and Harta all crossed Rm20.00 together

Now we will also see the same

7 hours ago

calvintaneng

Notion 🔥 first
Jcy and Dufu will follow

this is the law of attraction

7 hours ago

calvintaneng

The catalysts for 2019 only Rm30 Billions for Ogse Upstream

the Catalysts for 2020 Glove was 8 Billion people need protection from Covid 19

The Catalyst for HDD Bull is committed Rm56 BILLIONS for New Data Centers in Malaysia

hokkien lang say

"Cui Lai leow Chun ai kia"

translated

it means

" Flood of Cash infusion has come all ships now can move"

let's see how high and how far this HDD will rise to

7 hours ago

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