DUFU TECHNOLOGY CORP. BHD
KLSE (MYR): DUFU (7233)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
2.12
Today's Change
+0.04 (1.92%)
Day's Change
2.07 - 2.14
Trading Volume
1,894,800
Financial
Market Cap
Market Cap
1,154 Million
NOSH
544 Million
Latest Quarter
Latest Quarter
31-Dec-2023 [#4]
Announcement Date
27-Feb-2024
Next Quarter
31-Mar-2024
Est. Ann. Date
28-Apr-2024
Est. Ann. Due Date
30-May-2024
QoQ | YoY
100.30% | 124.11%
T4Q Result
Revenue | NP to SH
227,811.000 | 24,348.000
RPS | P/RPS
41.84 Cent | 5.07
EPS | P/E | EY
4.47 Cent | 47.41 | 2.11%
DPS | DY | Payout %
5.36 Cent | 2.53% | 119.80%
NAPS | P/NAPS
0.62 | 3.40
QoQ | YoY
18.19% | -63.67%
NP Margin | ROE
10.69% | 7.17%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Latest Audited Result
Latest Audited Result
31-Dec-2023
Announcement Date
26-Mar-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
26-Mar-2025
Est. Ann. Due Date
29-Jun-2025
Annual (Unaudited)
Revenue | NP to SH
227,811.000 | 24,348.000
RPS | P/RPS
41.84 Cent | 5.07
EPS | P/E | EY
4.47 Cent | 47.41 | 2.11%
DPS | DY | Payout %
5.36 Cent | 2.53% | 119.80%
NAPS | P/NAPS
0.62 | 3.40
YoY
-63.67%
NP Margin | ROE
10.69% | 7.17%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Annualized Result
Revenue | NP to SH
227,811.000 | 24,348.000
RPS | P/RPS
41.84 Cent | 5.07
EPS | P/E | EY
4.47 Cent | 47.41 | 2.11%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
3.87% | -63.67%
NP Margin | ROE
10.69% | 7.17%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Total Positive Profit Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Profit Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| Continuous Quarters Of Adjusted EPS Growth | 2 / 4 | 50.00% | 2 / 8 | 25.00% |
| Total Dividend Years | 2 / 4 | 50.00% | 4 / 8 | 50.00% |
| Continuous Quarters Of Dividend | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Dividend Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Average ROE | 1.76% | 3.36% | ||
| Average Net Profit Margin | 10.27% | 15.26% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Positive Profit Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Positive Profit | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Profit Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Dividend Years | 5 / 5 | 100.00% | 9 / 10 | 90.00% |
| Continuous Quarters Of Dividend | 5 / 5 | 100.00% | 9 / 10 | 90.00% |
| Continuous Quarters Of Dividend Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Average ROE | 18.31% | 17.76% | ||
| Average Net Profit Margin | 17.73% | 15.10% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 227,811 | 227,811 | 227,811 | 233,713 | 286,339 |
| NP to SH | 24,348 | 24,348 | 24,348 | 38,335 | 52,275 |
| Dividend | 29,168 | 29,168 | 29,168 | 16,685 | 26,597 |
| Adjusted EPS | 4.47 | 4.47 | 4.47 | 7.04 | 9.60 |
| Adjusted DPS | 5.36 | 5.36 | 5.36 | 3.07 | 4.89 |
NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share
All figures in '000 unless specified.
EPS & DPS's figures in Cent.
Growth
| LQ QoQ | LQ YoY | CQ YoY | LQ vs Average of T4Q | LQ vs Average of T8Q | |
|---|---|---|---|---|---|
| Revenue | -8.14% | -0.89% | -25.07% | -10.91% | -23.68% |
| NP to Owner | 100.30% | 124.11% | -63.67% | 11.19% | -40.74% |
| Dividend | 0.00% | 0.00% | -26.62% | 0.00% | 0.00% |
| Adjusted EPS | 100.30% | 124.11% | -63.67% | 11.19% | -40.74% |
| Adjusted DPS | 0.00% | 0.00% | -26.62% | 0.00% | 0.00% |
LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year
| T4Q vs LFY | T4Q vs AL5FY | T4Q vs AL10FY | AQR vs LFY | AQR vs AL5FY | AQR vs AL10FY | LFY YoY | LFY vs AL5FY | LFY vs AL10FY | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0.00% | -20.44% | -2.53% | 0.00% | -20.44% | -2.53% | -25.07% | -20.44% | -2.53% |
| NP to Owner | 0.00% | -53.42% | -36.49% | 0.00% | -53.42% | -36.49% | -63.67% | -53.42% | -36.49% |
| Dividend | 0.00% | 9.66% | 74.81% | 0.00% | 9.66% | 74.81% | -26.62% | 9.66% | 74.81% |
| Adjusted EPS | 0.00% | -53.42% | -36.49% | 0.00% | -53.42% | -36.49% | -63.67% | -53.42% | -36.49% |
| Adjusted DPS | 0.00% | 9.66% | 74.81% | 0.00% | 9.66% | 74.81% | -26.62% | 9.66% | 74.81% |
T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year
Discussions
11 people like this. Showing 50 of 7,320 comments
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
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".
2 weeks ago
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.
2 weeks ago
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
2 weeks ago
This is another gem not to miss in keeping with global AI driven big data storage wave! Cheers!
2 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
1 week 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
1 week 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
1 week ago
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
Hamieh tours Beirut Airport: Lebanese airspace has reopened and work at the airport is gradually returning to normal.
1 week ago
The surge in selling price is crazy... Once people realise how fast the ASP goes up, it will limit up a few days
1 week ago
utus you mean seagate? If yes then not new ald they supply to seagate and wd for long time ald
6 days ago
Hopefully dufu can secure AI server contracts like PIE did. Although it's not that possible...
5 days 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.
5 days 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.
5 days 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.
5 days ago
they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.
3 days 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.
3 days 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.
2 days ago
@Souljaboiii Tqsm n how u look at the future of Dufu ? Are they competitive n relevant in Ai era ?
2 days 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 day ago
Post a Comment
Featured Posts
MQ Trading Signals
Time
Signal
Duration
Type
2024-04-26 15:25:00
TURTLE SYSTEM 20
5 Mins
SELL
2024-04-26 15:25:00
TURTLE SYSTEM 55
5 Mins
SELL
2024-04-26 15:05:00
TURTLE SYSTEM 20
5 Mins
BUY
2024-04-26 15:05:00
TURTLE SYSTEM 55
5 Mins
BUY
2024-04-26 15:00:00
EMA 5
Hourly
BUY
Apps
Top Articles
1
Good Articles to Share
Malaysia in Talks With Tycoons on Casino to Revive $100 Billion Forest City
2
5
6
7
8
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
EngineeringProfit
Huat ya
3 weeks ago