If Epf,kwap,or others fund got this counter,hope them can do some risk management from this news.And this 2019,our Epf money return more risk on this bad global business situation.
drastic drop on topline and bottom line. will this be the trend or just a one quarter affair? if it is a trend than better run. The drop is too drastic...sell buy back latter.
If make one set HDD,need one set HDD spindle motor.But Nidec Japan expected HDD spindle motor would reduce -50% yoy by 2019.That mean HDD market would be more risk from now.Nidec Japan is biggest HDD spindle motor company @85% market share!
"Although Q4 2018 was down from Q3 2018 we see HDD shipment declines decreasing in 2019 and 2020, increasingly driven by growth in enterprise storage requirements. At the same time, shipment storage capacity should increase. HDD component demand will exceed its last peak in 2020 with 2024 HDD prices at $0.006/GB"
From what I can understand.. the prediction is for consumer HDD to reduce, while increasing of demand for enterprise/cloud storage HDD. From AGM, mgmt stated that for consumer HDD, Dufu creates 1 spacer. For enterprise HDD, Dufu creates many (6 or more? I missed out on this). Unsure how much is the cost and margin difference though. Must research more.
shipment for PC HDD slow, but not datacenter. The demand for HDDs will be in capacity storage for datacenters and other enterprise applications, driven by desire for cloud storage. The amount of data generated and stored daily by industries and large organizations is growing fast in line with the changing trends that are impacting businesses such as machine learning, artificial intelligence, internet of things, large video surveillance ‘smart city’ initiatives, software-defined and object storage.
JCY got impact also,Nidec Japan@The global biggest HDD spindle motors maker(85% market share) announced revenue expected would be drop 50% yoy by 2019.Global HDD maker be risk...
the news said from 2010 to 2018 HDD sales drop 43%, now look back to the DUFU share price and earnings from 2010 to 2018... see the increasing CAPEX in DUFU report...
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ray1980
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Posted by ray1980 > 2019-05-08 13:51 | Report Abuse
If Epf,kwap,or others fund got this counter,hope them can do some risk management from this news.And this 2019,our Epf money return more risk on this bad global business situation.