KLSE (MYR): DUFU (7233)
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Last Price
2.70
Today's Change
+0.07 (2.66%)
Day's Change
2.63 - 2.70
Trading Volume
1,774,600
Exchange: Bursa Malaysia Bursa Malaysia
Country Code: MY MY
Currency: MYR MYR
Sector: INDUSTRIAL PRODUCTS & SERVICES INDUSTRIAL PRODUCTS & SERVICES
Subsector: INDUSTRIAL MATERIALS, COMPONENTS & EQUIPMENT INDUSTRIAL MATERIALS, COMPONENTS & EQUIPMENT
Index Group: INDUSTRIAL PRODUCTS & SERVICES INDUSTRIAL PRODUCTS & SERVICES
Category: ORDINARY SHARE ORDINARY SHARE
Syariah Flag: Yes Yes
Short Sell Flag: Yes Yes
IDSS Flag: Yes Yes
Dufu Technology Corp Bhd is Malaysia-based firm. The company is engaged in the manufacture and sale of industrial products; trading of computer disk-drive and related components. It is involved in the design, development, manufacture, assembly, and trade of die components; and precision machining of vice, computer peripherals, and parts for hard disk drives. Its product portfolio consists of precision turning products, precision machining product, metal stamping, sheet metal fabrication, tool and die fabrication, and plastic components. The company serves HDD, industrial safety and sensor, telecommunication, computer, and consumer electronics industries. Most of its revenue comes from Malaysia market, while it also has a presence in the China, Singapore, Thailand and other countries.
I'm just summarize & share to i3 investor.
Another industry storage expert, banker, analyst reported AI-power storage market has potential of CAGR 26.5% growth from 2023 till 2033, that another 10x fold increase vs now. Good to share it as I like to research to understand how big does if AI cloud & infrastructure growth market can power on storage memory sector alone only. Hope it come helpful to share with.
https://klse.i3investor.com/web/blog/detail/jcynotionvtec/2024-06-20-story-h-158866254-AI_Powered_Storage_Market_Forecast_Grow_26_5_from_2023_till_2033
1 week ago
There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.
The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.
1 week ago
The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.
https://www.thestar.com.my/news/nation/2024/06/20/nine-data-centres-in-johor-completed-six-others-in-progress-says-exco-rep
1 week ago
Aldous47
No more plantation stocks, calvintaneng?
11 hours ago
Calvin replies:
CALVIN STILL HAVING MAJOR POSITIONS IN PALM OIL SHARES
Especially in TSH RESOURCES
See
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-20-story-h-158869388-TSH_RESOURCES_9059_A_DEEP_VALUE_COMPANY_ALREADY_YET_CONTINUES_TO_CREATE
1 week ago
Dufu high time can reach above RM 7, current depress price still have huge room to catch up once next Q result record EPS growth
1 week ago
HLIB starts coverage on Notion, target price RM3.28
https://theedgemalaysia.com/node/716223
1 week ago
both jcy and notion already breaking historical price level, its time for Dufu to catch up to return to normalize level above RM 4 and all time high above RM 7
1 week ago
Dufu Hdd high end spacers and others totalled 72%
Notion Hdd 23%
Notion go up first like Honda Accord
Dufu coming from behind like a BMW
Matter of time Dufu will catch up
1 week ago
Notion share price have surpass historical level, but DUFU share price is still laggard behind due to lag in turnaround in previous Q result. But, DUFU managment massages clear, the bottom have already over, its due time for U turn in next Q result and momentum is expect gaining strong due to sudden hike in A1 power data deriven and mushrooming Data center awaiting HDD installation forward.
1 week ago
Dear Mr Clavintaneng,
I have one very critical question:
"JCY only exported HDD and SSD "COMPONENTS" to Seagate and Western Digital. They are the one that will assemble the components to form a complete unit of HHD and SSD. Malaysia data centers have to import the HDD and SSD from Seagate and Western Digital".
Can you kindly please comment on this concerned and critical question.
In fact Notion and DUFU also export HDD components only.
0 seconds ago
1 week ago
ChloeTai
see my reply in Hexcap forum
as for Dufu this is the only low hanging fruit of the HDD bull left
Notion has broken through it's all time high of Rm1.92 into uncharted territory
Jcy jumped up over 300% from its lows of below 20 sen while Dufu all time high of Rm4.50 or more is still far up
So Dufu has the most room to go higher
Regards
Calvin Tan
1 week ago
Since Jcy and Notion have both shot up the sky 🚀 I have shifted some funds to Dufu and also to Tsh Resources to preserve profits
1 week ago
Message from DUFU management, 70% business from HDD (JCY 91% business) - We believe that global semiconductor sales are picking up and, coupled with a resurgence in the memory sector, suggesting the potential onset of a new growth cycle, especially among local manufacturers who typically lag behind global semiconductor players.
This positive momentum is supported by the conclusion of inventory adjustments and heightened demand in electronics and AI-related applications
1 week ago
suggesting the potential onset of a new growth cycle
DUFU is in Cyclical UPTREND
See
https://www.youtube.com/watch?v=hCSD5zbNxeQ
5 Steps
1. Rotten
2. Mediocre
3. Pretty good
4. Great
5. Spectacular
Now DUFU still in Stage 2 (Mediocre)
Will later jump to "Spectacular"
So Best Time to Buy DUFU now
https://www.youtube.com/watch?v=hCSD5zbNxeQ
1 week ago
Sifu's, noob question. Dufu's CS,CT CU expiring this year. CS in 4 days. Will it effect the mother share? Thanks
1 week ago
Berita Baik: Pendirian UMNO sama dengan PM dalam penjualan saham MAHB. Kata Zahid Hamidi (Presiden UMNO)
https://malaysiagazette.com/2024/06/24/pendirian-umno-sama-dengan-pm-dalam-penjualan-saham-mahb/
1 week ago
Any UMNO members who dare to go against Zahid Hamidi will have the same consequences like Khairy Jamaluddin (dipecat) and Hishammuddin Hussein (digantung keahlihan). Just ignore the noice of the oppositions.
1 week ago
Tomorrow all eyes will be on AIRPORT. If it convincingly in green, then can buy DUFU mother share or DUFU-CU.
1 week ago
Dufu is quite expensive. DUFU-CU is an alternative cheaper at RM0.175. But bear in mind that there is time decay of structured call-warrants with a drop in value of RM0.0003 per day including Sat and Sun and public holidays. You must print out the warrant matrix from AFFIN Warrant Matrix (search by GOOGLE).
1 week ago
The AFFIN warrant matrix is to see the price of DUFU-CU against the price of the mother share. Usually DUFU-WU will move one bid when the mother share moves 2 sen.
1 week ago
kkwong13 sell call (in the Notion forum) is just like OTB sell call (Hevea-WA long-long time ago). It will be a vertical line down.
1 week ago
KUALA LUMPUR (June 25): Malaysia and Indonesia are expected to be the prime beneficiaries of rising demand for data centres due to artificial intelligence (AI) growth, according to CGS International.
CGS said players involved in the value chain of data centre construction (such as equipment providers, real estate landlords and contractors) will benefit more in the next three to five years versus operators, due to the current stage of the industry’s growth cycle, which is still focused on building infrastructure for AI training purposes.
https://theedgemalaysia.com/node/716663
1 week ago
Dufu
there is a huge increase of goods being sent out
plus Dufu doing 24 hour day and night shift to meet demand
So Dufu should be doing well
1 week ago
Nvidia and other AI-linked stocks rose after bruising selloffs.
https://theedgemalaysia.com/node/716790
1 week ago
Dufu insiders buying good
Last time after Notion insiders bought Notion jumped up
Now is Dufu's turn 🚀🚀🚀
1 week ago
Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.
'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust AI-driven demand for data center products is causing tightness on our leading-edge nodes,” Mehrotra said in a statement. “Consequently, we expect continued price increases throughout calendar 2024 despite only steady near-term demand in PCs and smartphones.”
On a call with analysts, Micron said that its high bandwidth memory, the kind used in AI chips, is sold out through 2025. “We believe that Micron will be one of the biggest beneficiaries in the semiconductor industry in the multiyear growth opportunity driven by AI,” Mehrotra said.
6 days ago
A very positive showing AI data center is huge & potential throughout across HBM, SSD & HDD market growth. 50% growth Quarter over Quarter, that a massive revenue spike in storage memory across the globe. Imagine HDD will take ~90% of all storage memory in AI data centers, how huge the potential opportunities of it?
6 days ago
some thoughts on Scuttlebutt on Dufu
1. A check with Dufu phone receptionist
She said lots more phone calls than before
2. A check with Dufu Security Guard
he said more buyers coming to visit Dufu factory
3. And more goods were sent out from Dufu Factory
means more sales or good business
and now Dufu goes into heightened production by doing day shift and night shifts
to crown it all Dufu insiders are now buying
So the verdict ?
Buy Dufu and hold tight
6 days ago
Advantage enjoyed by Dufu and Notion is that demand for disk spacers increases in tandem with storage capacity, for high end HDD. However, for base plates — in which JCY has a presence — the growth goes in tandem with the unit of shipment, which has been falling over the years because low-end HDDs are being replaced by solid-state drives (SSDs), which are faster, lighter, more durable and consume less energy.
6 days ago
The key players in the HDD segment have now consolidated into 3 major manufacturers. Due to the sub-micron precision requirements in manufacturing, the barriers of entry have become extremely high. Only a few approved vendors including Notion VTec are qualified to supply these 3 major manufacturers.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3459559
6 days ago
Good morning from Chiang Mai
Good news so far that gives strength to Hdd/ Ssd bull run
1. We see Notion substantial holders buying.
2. We also see Notion insider buying
3.Last night in both Seagate and Western Digital are up
Plus we see lots more Data Centers being set up on earth
We are now in a confirmed Data Center bull run time
So do not stray to other lesser investment
In a Wedding
The most important persons are
1. The Bride
2. The Bridegroom
The rest though important are only secondary
Without these two there is no wedding and it will be called off
All others like bridesmaid, bestman, father who gives away the bride, flower boy/girl, furnishing, building, bouquet of flowers , food, drinks, and all others are irrelevant if Bride and Bridegroom not there
So is Hdd/Ssd (The Bride and Bridegroom of a Data Center)
So we invest in Jcy, Notion & Dufu
Do not get distracted
Hdd/ssd bull can give 300% to 500% gain
Or up to 1,000% profit eventually at its peak
So stay the course
Don't miss the best part of the bull by wandering away or get lured away by lesser promising stocks
This once a generation DC & Ai Superbull still young
So hold tight
5 days ago
We see both Insiders and substantial holders of both
Notion and Dufu buying
Very good pointer to an upcoming HDD bull run
5 days ago
Dufu is BIG laggard HDD stock, Once confirm turnaround, it will form V shape recovery toward normalize level above RM 4
5 days ago
Small Kancil Jcy run first
Then Honda Accord Notion roared
Finally Lambo Dufu will out race both like a sportscar
4 days ago
Go go power ranger!
Dufu, Hexcap, Jcy & Notion
The 4 most powerful ones!!
https://youtu.be/_ZeJvwuS4D0?si=9TN4XHPdRzYczz2Q
10 hours ago
calvintaneng
FIBER OPTIC - A VITAL CONNECTOR IN DATA CENTER & FOR WORLD WIDE CONNECTION AT SPEED OF LIGHT
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-20-story-h-158869389-FIBER_OPTIC_A_VITAL_CONNECTOR_IN_DATA_CENTER_FOR_WORLD_WIDE_CONNECTION_
1 week ago