DUFU TECHNOLOGY CORP. BHD
KLSE (MYR): DUFU (7233)
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Last Price
2.10
Today's Change
+0.07 (3.45%)
Day's Change
2.05 - 2.13
Trading Volume
4,970,200
Details of Changes
Securities After Change
Transactions
| Ann. Date | Name | Details of Changes | Securities After Changes | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Date | Type | No. of Shares | Price | Direct (%) | Indirect (%) | Total (%) | ||||
Discussions
11 people like this. Showing 50 of 7,317 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.
1 week 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
6 days ago
utus you mean seagate? If yes then not new ald they supply to seagate and wd for long time ald
4 days ago
Hopefully dufu can secure AI server contracts like PIE did. Although it's not that possible...
3 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.
2 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.
2 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.
2 days ago
they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.
1 day 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 day 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.
10 hours ago
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sharkdododo
No one pumping in this data center stock yet. Surprise. Better jump in before anyone realised!
3 weeks ago