KLSE (MYR): DUFU (7233)
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Last Price
2.14
Today's Change
+0.01 (0.47%)
Day's Change
2.12 - 2.16
Trading Volume
1,385,500
Financial Year 2020
Financial Year | Annual Audited Account | Annual Report | View | |
---|---|---|---|---|
Ann. Date | Ann. Date |
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
3 weeks ago
This is another gem not to miss in keeping with global AI driven big data storage wave! Cheers!
3 weeks ago
Lot of data storage stock fly. But dufu still consolidating. Big shark accumulating phase. Investors briefing mentioned order picking up in q2.
2 weeks ago
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
2 weeks ago
'FBM KLCI may exceed 1,700 points'
https://www.nst.com.my/business/corporate/2024/03/1025462/%C2%A0fbm-klci-may-exceed-1700-points%C2%A0
2 weeks ago
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
2 weeks ago
Bought 2/2022@2.93
2nd time 19/1/24@1.84
Hold till today still lost,hopefully can make profit soon 😊
2 weeks ago
Hamieh tours Beirut Airport: Lebanese airspace has reopened and work at the airport is gradually returning to normal.
2 weeks ago
The surge in selling price is crazy... Once people realise how fast the ASP goes up, it will limit up a few days
2 weeks ago
utus you mean seagate? If yes then not new ald they supply to seagate and wd for long time ald
1 week ago
Hopefully dufu can secure AI server contracts like PIE did. Although it's not that possible...
1 week ago
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.
1 week ago
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.
1 week ago
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.
1 week ago
they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.
1 week ago
nowaday high capacity hdd can use up to 12 plates hence more spacers are needed. That is why dufu can still make good money while other hdd players like notion jcy suffer from the rise of ssd.
1 week ago
https://www.trendforce.com/news/2024/04/22/news-ai-boosts-demand-for-high-capacity-hdds-as-seagate-expected-to-follow-with-price-increases/
Tonight seagate earnings call. I expect a very bullish recovery in the next quarter.
1 week ago
@Souljaboiii Tqsm n how u look at the future of Dufu ? Are they competitive n relevant in Ai era ?
1 week ago
Of course competitive in the AI era. HDD will still be the primary source for cold storage, and the content can be either texts or videos. Demand for high capacity HDD will soar once we start to use AI to generate contents. This is a multiple years of investment for me, and I have the same opinion as the CEO of Seagate, that this recovery is only the early stage, we are still far from the top.
1 week ago
The coming QR for Dufu will be bad! Watch out before you sailang in Dufu! Expecting share price adjustment with disappointing QR!
2 days ago
@James_Bond - How you know Dufu coming QR will disappointing to us? I still have huge qty inside there.
1 day ago
"Considering the ongoing customer inventory correction in the HDD business, we anticipate that
the Group’s financial performance in the coming first quarter of 2024 to be in line with the
previous quarter" -Prospect from Q4FY23, so dont put high expectation on coming quarter, but can expect better result onwards
1 day ago
i thought most of the datacenter or like WD they are more focus on the SSD instead of HDD? I don't see if Dufu in SSD business
1 day 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.
3 weeks ago