Posted by dchin472 > 2024-05-09 10:26 | Report Abuse

Good luck to you too we are here to learn

Posted by autoven > 2024-05-09 10:59 | Report Abuse

James, we appreciate your comment...no right or wrong..you are just sharing the thoughts......i may be wrong too...freely to share yours...

Posted by James_Bond > 2024-05-09 11:02 | Report Abuse

Thanks all! My pleasure to share my honest opinion here.

Posted by Souljaboiiii > 2024-05-09 11:06 | Report Abuse

No need to appreciate this guy. I think he will never find a multibagger using his current mindset. @James is trying to outsmart the market by shorting a stock with bright outlook. One word to describe this fella, ST*PID.

Posted by Tanleechoo > 2024-05-09 11:16 | Report Abuse

Sometimes what u can c in factory , but there r things u cannot c in factory too … the future orders n recovery of mkt … every trade also face China n competition outside .. no one can control that except govt set the trade barrier ..dufu mgt is honest enough to comment on the outlook.. next Q result also so so only .. but the future is ok .. this is my interpretation….

Posted by KPH5328 > 2024-05-09 11:16 | Report Abuse

QR mentions that revenue QoQ up 14%, decreased in PBT was mainly due to the reversal of inventories written down of RM1.7 million last Q, good sign of improvement.
Prospect is positive, indicate demand is recovering.

Posted by KPH5328 > 2024-05-09 11:17 | Report Abuse

the key is how much it will grow as current valuation is not cheap

Posted by KPH5328 > 2024-05-09 11:19 | Report Abuse

https://www.facebook.com/100064619354545/posts/844261937737777/?mibextid=Nif5oz
DUFU 2024 股东大会

✔️ 管理层表示今年的盈利保持在低二位数增长率

✔️工厂的utilisation rate 在2023年平均在60%，而现今工厂的utilisation rate 是70%

✔️管理层表示他们预计接下来的几年内，HDD的盈利增长为10%；NON HDD的盈利增长是20%

✔️在总盈利中，HDD还是占据了高达70%营业额，而其余的30%是来自于其他业务。

✔️Bukit Minyak 的新工厂已经在去年投入运营，专注于Sheet Metal Fabrication 的业务。管理层表示他们预计今年的业务会增长在20%，而接下来五年会维持在10-20%的增长率。

✔️总结来说，管理层会继续开拓业务市场以增加市场份额。与其同时也会考察新的领域，寻求发展机会。

Posted by James_Bond > 2024-05-09 11:20 | Report Abuse

Souljaboiiii, you hv lost in predicting bad Dufu QR! You still dare to comment?! Goodness! Please check my track records in I3 before you speak out! Thanks!

Posted by KPH5328 > 2024-05-09 11:23 | Report Abuse

Dufu management mentions they expect low double digits profit growth in FY2024, assuming <20%, Price is about 190 @ PER35x, cheap?

Posted by James_Bond > 2024-05-09 11:24 | Report Abuse

Bingo, exactly what personally saw in Dufu factory ie utilization rate 50-60% only! Haha!

Posted by James_Bond > 2024-05-09 11:29 | Report Abuse

If annual profits increased by 10% (low double digit growth), annual EPS would be around 5 cents, barring unforeseen circumstances. Forward PE would be as below:-
PE 40 = 200 cents
PE 50 = 250 cents

Posted by James_Bond > 2024-05-09 11:32 | Report Abuse

Current Dufu share price of 2.29 is equal to forward PE of 46! High or fair or low forward PE, you say?!

Posted by KPH5328 > 2024-05-09 11:48 | Report Abuse

AI related tech stocks NATGAT PIE PER also expanded crazily though they're EMS players, lowest supply chain of semicon. NATGAT almost 60x, Dufu closest peers Notion & JCY -PER.
AI theme is hot, judge yourself and manage your risks.

Posted by James_Bond > 2024-05-09 12:22 | Report Abuse

By the way, Warren Buffett didn’t hold any AI shares at all! Something to ponder before you jump in such high PE company especially outdated tech HDD company, Dufu!

Posted by Souljaboiiii > 2024-05-09 13:23 | Report Abuse

Dude, you should donate your money instead of shorting dufu. Kindly share to us how much you've lost and how freaking panic you were when the price shoot to 2.3+ just now.

Posted by alenac > 2024-05-09 13:29 | Report Abuse

Yes, high PE is also high risk. Tech stocks are mostly overpriced. Depending on self-risk appetite
James_Bond
By the way, Warren Buffett didn’t hold any AI shares at all! Something to ponder before you jump in such high PE company especially outdated tech HDD company, Dufu!

1 hour ago

Posted by Souljaboiiii > 2024-05-09 13:30 | Report Abuse

I doubt that you won't, because you're a loser. Come share with us what's the proper valuation of dufu, and I believe the market will slap your face as hard as possible. When a business is at its upcycle, nobody will care about what's the PE ratio and etc. You know why? Because the business is getting better and better each and every single day! You can't put a metric to measure how much will it be earning!

Posted by Souljaboiiii > 2024-05-09 13:32 | Report Abuse

Please short MPI, the PE ratio is 166+. Short it and show to us how much is your loss (confirm no gain at all)!

Posted by Tanleechoo > 2024-05-09 15:41 | Report Abuse

Haha friendly match .. afterall we do not know each other well ..
Our brought up n experience are
Diff …. Good to
C fr all angles .. interesting to learn fr
All

Posted by howardmark > 2024-05-09 16:06 | Report Abuse

Wow, such arrogant comments. Deserve to lose money. Need to learn to be humble in stock market.

Posted by howardmark > 2024-05-09 16:08 | Report Abuse

Bro James bond, you seems like a seasoned and experienced investor. Can yum cha if got time, we can learn from each other.

Posted by Superich > 2024-05-10 13:32 | Report Abuse

I wonder why the share price of another HDD component maker, JCY has increased by almost 100% for the past 1 year regardless of its continuous losses

Posted by gooman > 2024-05-13 19:03 | Report Abuse

https://m.malaysiastock.biz/Blog/BlogArticle.aspx?tid=27399

Posted by calvintaneng > 2024-05-14 07:52 | Report Abuse

Data Centers ARE POWERFUL CATALYSTS for HDD Usage, 3 Stocks Will Benefit Greatly: JCY, NOTION & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-14-story-h-161725383-Data_Centers_ARE_POWERFUL_CATALYSTS_for_HDD_Usage_3_Stocks_Will_Benefit

Posted by calvintaneng > 2024-05-15 09:22 | Report Abuse

DATA CENTERS Are For STORAGE Of DATA. And That Is Why Lots Of HDD From JCY, NOTION & DUFU Will Be Needed.


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-15-story-h-161671538-DATA_CENTERS_Are_For_STORAGE_Of_DATA_And_That_Is_Why_Lots_Of_HDD_From_J

Posted by calvintaneng > 2024-05-15 09:49 | Report Abuse

DUFU being a "CYCLICAL STOCK" has now scraped the Bottom of the Wheel & Now Turning UP



All these "THEY SEE AHEAD" Are Positive Words



1. we are witnessing a modest increase in demand.



2. global semiconductor sales are picking up



3. coupled with a resurgence inthe memory sector,



4. suggesting the potential onset of a new growth cycle



5. This positive momentum is supported by the conclusion of inventory adjustments

​

6. and heightened demand in electronics and AI-related applications.

​

Posted by James_Bond > 2024-05-15 20:35 | Report Abuse

Pua Khein-Seng, father of pendrive, investing few hundreds million ringgit as startup, aiming to push Malaysia towards the generative artificial intelligence (AI) era! There will be technology transfer worth over RM1 billion and bringing home 200+ experienced engineers to produce affordable but advanced SSD storage for AI data center! This is in keeping with current government data center policy!

Comparing with Dufu, producing outdated HDD, is designed to fail and Nokia-ed!

Time to wait up, dude!

Posted by James_Bond > 2024-05-15 20:38 | Report Abuse

Here is the news! Please read 3x before you press the buy button!

https://malaysia.news.yahoo.com/homecoming-father-usb-drives-featured-230000709.html

Posted by Souljaboiiii > 2024-05-15 21:08 | Report Abuse

Can you tell me what is the most dominant storage device that is used in the data center at this moment?
Is it SSD or HDD?

Can you let us know why Dufu is suddenly a HDD manufacturer?
Do you know what Dufu does?

Time to do some researches dude! Think twice before shorting a stock!

Posted by Souljaboiiii > 2024-05-15 21:09 | Report Abuse

Here's the article! Please read 5x before you short any stock!

https://www.seagate.com/as/en/blog/why-hdds-dominate-hyperscale-cloud-architecture/#:~:text=HDDs%20represent%20the%20predominant%20storage,to%20market%20intelligence%20firm%20IDC.

Posted by dchin472 > 2024-05-15 21:32 | Report Abuse

Short till crazy alrd

Posted by Goldberg > 2024-05-15 21:32 | Report Abuse

Storage technology explained: Flash vs HDD

In this guide, we examine the differences between flash storage and HDD, the rise of NVMe and much denser formats such as QLC, and whether or not flash will vanquish HDD in the all-flash datacentre

https://www.computerweekly.com/feature/Storage-technology-explained-Flash-vs-HDD

Posted by dchin472 > 2024-05-15 21:33 | Report Abuse

The fact is Microsoft , Facebook , amazon and more big co is buying more hard drive to save , the demand in coming yrs is huge

Posted by dchin472 > 2024-05-15 21:38 | Report Abuse

“Meanwhile, companies such as Panasas, which specialises in storage for unstructured data, point to hyperscaler datacentres’ overwhelming use of spinning disk in ratios up to 90/10 against flash. Panasas argues that there’s still a five-times differential between the lowest-cost flash and HDD, and that for most, something like the hyperscaler solution is optimal. “

Posted by dchin472 > 2024-05-15 21:38 | Report Abuse

Five times different in price ,if can use hhd why use flash

Posted by calvintaneng > 2024-05-15 22:15 | Report Abuse

For all practical answers just call up or email these 3 world monopolies

Western Digital
Seagate
Toshiba

How long more will they be manufacturing HDD(hard disk drives ) ?

all others are talks and theories

Posted by dchin472 > 2024-05-15 22:25 | Report Abuse

It’s significant where is the future of storage alrd

Posted by calvintaneng > 2024-05-17 00:50 | Report Abuse

HDD PARTS MAKERS

JCY

NOTION

DUFU

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-17-story-h-161611981-JCY_AMONG_TOP_BENEFICIARY_OF_HDD_Hard_Disk_Drive_For_MUSHROOMING_AI_ART

Posted by Souljaboiiii > 2024-05-17 16:29 | Report Abuse

Ermm, @James?
No more reply from you?
To be honest I miss you so much, unveil your lies is my responsibility.
I have to protect the newbies from guys like you.

Posted by calvintaneng > 2024-05-17 18:51 | Report Abuse

To err is human
To forgive is divine

This HDD Bull run theme still in early days

After Data Centers are set up in 3 months to 3 years Lots more HDD will be needed

So not too late to join

but as like always there will be greed and fear at play interspersed with bouts of profit taking

But as long as Committed Capital Flows into Concrete Realities All HDD players will rise up in rotation

Best is to buy and sit still

Posted by Jnlee > 2024-05-17 18:55 | Report Abuse

Mr tan ,no more plantation stock only?

Posted by calvintaneng > 2024-05-17 19:11 |

Post removed.Why?

Posted by calvintaneng > 2024-05-18 07:50 | Report Abuse

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

Posted by calvintaneng > 2024-05-18 07:51 | Report Abuse

Peter Lynch: What is a Cyclical Stock and How to Invest in them? | Stock Shop 1998【C:P.L Ep.41】

https://www.youtube.com/watch?v=hCSD5zbNxeQ

7 minutes ago



calvintaneng

DUFU, JCY & NOTION all 3 Have Cash Positive Balance Sheets

All 3 Survived the Downturn with healthy balance sheet intact

Posted by calvintaneng > 2024-05-18 08:55 | Report Abuse

From DUFU Balance Sheet

Cash Rm121 Millions
Debt Rm67 Millions

Cash less debt

Rm54 Millions

DUFU Has Cash Surplus of Rm54 Millions

Posted by pang72 > 2024-05-18 12:47 | Report Abuse

Calvin, are you serious in hdd? But not plantation?

Posted by dchin472 > 2024-05-18 15:41 | Report Abuse

dufu will become more bull

Posted by calvintaneng > 2024-05-18 17:03 |

Post removed.Why?

Posted by EngineeringProfit > 2024-05-18 19:34 | Report Abuse

Calvin, finally after you got their funds stuck there for so long, you are guiding them the make real profits in klse superbull run (But jcy, notion and dufu have gone up so much....Can't you ask them not to chase high but to wait for double bottom?)