DUFU TECHNOLOGY CORP. BHD

KLSE (MYR): DUFU (7233)

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Last Price

2.06

Today's Change

-0.08 (3.74%)

Day's Change

1.96 - 2.14

Trading Volume

7,700,800

Financial

Financial Year 2020


Financial Year Annual Audited Account Annual Report View
Ann. Date Ann. Date
Discussions
11 people like this. Showing 50 of 7,313 comments

gooman

Micron’s Surprise AI Boost Lifts Western Digital, AMD, Seagate, Other Chip Stocks
https://www.barrons.com/articles/micron-stock-western-digital-amd-seagate-cf4087ef?mod=barronsgooglenews

1 month ago

gooman

Micron's earnings were so good that shares in Western Digital, AMD and other chip stocks were on the rise as well Thursday.

1 month ago

tahansan

年報第二十四頁, "However, in light of the ongoing short-term market forecasts in the digital storage market, we anticipate that the revenue projection for HDDs in the first half of 2024 will gradually improve as compared to the second half of 2023."
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3433463

3 weeks ago

sharkdododo

No one pumping in this data center stock yet. Surprise. Better jump in before anyone realised!

3 weeks ago

EngineeringProfit

Can slowly collect- no rush

3 weeks ago

tahansan

來了~

2 weeks ago

EngineeringProfit

Huat ya

2 weeks ago

gooman

Samsung’s profits surge over 900% in first three months of 2024
https://www.bolnews.com/technology/2024/04/samsungs-profits-surge-over-900-in-first-three-months-of-2024/

2 weeks ago

yunjia

Gooman, how Samsung helps Dufu?

2 weeks ago

Souljaboiiii

Memory semiconductor industry is a very tough industry.
Oversupply will cause the memory semiconductors suppliers like Samsung, SK Hynix, Micron and etc to cut price in order to clear the inventories. They will start to layoff employees and reduce the output of the production in order to survive the downcycle. The good news is, once the inventory level in the industry is back to normal, the suppliers will start to increase the price of the products. Hence, their margin will slowly back to "normal".

1 week ago

Souljaboiiii

Actually this memory industry upcycle is predicted since Q3'23. Nothing is so special since everyone in the market already acknowledge the trend.
For instance, you may refer to NAND/HDD suppliers like WDC, STX, and Micron share prices.

The market is inefficient, and our job is to discover the inefficiencies and make money from them.

1 week ago

witan

Samsung results doesn't affect Dufu. But Seagate n Western Digital will affect Dufu earnings as they are mainly HDD manufacturers. Looking at Seagate n WD latest results are still on downtrend, maybe we next to see their next quarterly reports

1 week ago

James_Bond

This is another gem not to miss in keeping with global AI driven big data storage wave! Cheers!

1 week ago

Souljaboiiii

Next week shoot to the moon.

1 week ago

Tanleechoo

Tqsm for sharing ..

1 week ago

tahansan

@Souljaboiiii, 感谢分享.

1 week ago

3101575000

Hopefully can have better profit

1 week ago

sharkdododo

Lot of data storage stock fly. But dufu still consolidating. Big shark accumulating phase. Investors briefing mentioned order picking up in q2.

1 week ago

tahansan

來了!!

1 week ago

Winnie Foo

DUFU WAKE UP LIAO

1 week ago

James_Bond

Go go go Dufu! Cheers!

1 week ago

EngineeringProfit

Huat ar. Can chase after GCB

1 week ago

James_Bond

Collected at 1.70, 1.80, 1.89, 1.98, 2.00, 2.10, 2.20! Cheers!

1 week ago

BursaMaster121212

Just confirm with the management team

The average selling price is go up and the order book double

Net profit will be easily double also

1 week ago

Cakes Moon

Hoseh ah!!!
RM3 soon!!!

1 week ago

TerrenceLim

My sister work in this hard disk company S

She confirm saying the hard disk selling price has go up sky high

Monday I will jump in to buy

Last time I made good profit from DUFU in year 2021..also because of selling price go up and demand go up suddenly

That time I sold at 3.80

1 week ago

EngineeringProfit

I had collected enough. Not averaging up

1 week ago

EngineeringProfit

Go....go....go.....overtake gcb

1 week ago

Yusofff


hard disk shortage and price increase is real

1 week ago

3101575000

Bought 2/2022@2.93
2nd time 19/1/24@1.84
Hold till today still lost,hopefully can make profit soon 😊

1 week ago

old boy

iran attack israel, klia shot cases, monday got cheap tickets?

1 week ago

Oliver Ooi

if yes , then good. time to chip in tech stocks

1 week ago

c328

Hamieh tours Beirut Airport: Lebanese airspace has reopened and work at the airport is gradually returning to normal.

5 days ago

James_Bond

Lock profit on Dufu first! Cheers!

5 days ago

James_Bond

Watch out: push to sell!

4 days ago

TerrenceLim

The surge in selling price is crazy... Once people realise how fast the ASP goes up, it will limit up a few days

4 days ago

James_Bond

Israel attacking Iran! Run for your life!

2 days ago

EngineeringProfit

Getting yummy to start collecting bit by bit

2 days ago

utusminum

get a new client like PIE also...

Start with S

2 days ago

EngineeringProfit

Huat ar

2 days ago

old boy

utus you mean seagate? If yes then not new ald they supply to seagate and wd for long time ald

1 day ago

Souljaboiiii

Hopefully dufu can secure AI server contracts like PIE did. Although it's not that possible...

20 hours ago

s3phiroth

ai server contract? how? by doing what? put a spacer inside a server?

18 hours ago

newbie8080

According to company website, Dufu specializes in manufacturing precision machining parts and components primarily in HDD-hard disk drive component.
Thus, graphic cards are not related to it's biz.

However, more data centres built in the country would require more components for HDD.
This will have limited effects on Dufu revenue and earnings coming from a low base since 2022-2023.
At best, recoveries back to 2020-2021 revenues and earnings, then it should normalise back as there's only less than 10 data centres to be built from 2023-2030 as published in the news.

6 hours ago

Souljaboiiii

Lol, that's why I said hopefully although not really possible. They have metal stamping division as well, and they serve more than one industry other than semiconductor.
Yes, newbie8080, you're right. HDD TCO is lower than SSD in the data centre, that's why almost all the hyperscaler are still using high capacity nearline HDD as their primary memory storage device.

6 hours ago

Souljaboiiii

But it really depends on which part of the componeny a company is making for HDD business, the capacity is trending higher and higher thus the amount of HDD required is going down.

6 hours ago

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