Not easy to fight the TA guys who is selling big now. All TA indicates a sell signal. Now only the next quarterly result will help to boost the confidence.
Dufu will be a fight between FA and TA and also fight between those who believe HDD is here to stay and those who believe it is a sunset biz. Well in few months time, we shall know the result.
Shareinvestor88 every counter u go is state in downtrend by u. U go to MMSV also said the same thing , better don't buy share. U want to buy fundamental company share but don't wan to pay the open market price. Wan to buy very low where price can't match. Don't buy last.
Notion Vtec news today that HDD business has swifted away and not coming back anymore, DUFU in next qtr result will defintely hit the highest sales growth rate since after the NV's fire breakout in Oct.
@PW888, This is my humble point of view, The company took years to stabilize it's business. The profit for past years was erratic. Until last 4 quarters, it has stabilize at about EPS 4 at about profit margin of 15%.
As long as the loyal customer is doing well, it's very unlikely DUFU won't. I don't think DUFU has massive plan on expanding as they kept paying dividend. Let say they maintain 50-50 sharing, DPS would be 6-8sen per year, given investment price of RM1, that's a good 6-8% return. As for immediate gain, it's currently trading slightly under value at PE8, if the market average is PE 10, there is a potential immediate 25% gain. As for what period, I won't know. As TA fellas bila mau promote some weird "doji" or "head & shoulder". If it hits PE 12, I will exit as it has overvalued unless there are sign of EPS is going to improve coming quarters.
As for capturing Notion, market share...We don't really know what's their deal, even less about their compliance to standards. Let's just say it's one off thingy and it's an outlier. As for the sharebuy back, what I foresee is they try to cushion the impact on reduced EPS from increasing inventories if they are handling Notion's orders. I suspect next QR, u will see slightly smaller EPS with increase inventories/operational expenses. But Q1,Q2 '18 should report pretty fantastic result. If annualized EPS hits 20sen for 2018, PE8, PE9, PE10 will be RM1.6, RM1.8 and RM2.0. Else, collect 4sen a year from RM1.2 investment isn't too shabby.
I'm too noob. I only study simple business that I can understand and try to forecast their earning. E.g. what they do, what is it price, how much it cost, what's the margin, and if there are too much debts. I don't pay much attention on if they are expanding or securing big ass project. I mean, alot of business can secure billion dollar worth of project and lose billion dollar at the same time. The business is too complex for me to understand.
Fair comments, Guys or "Ladies". Nice when its kept civil and with substance unlike when the "village idiots" come out shouting 'sell', 'buy' or 'run'!
RJ87 I believe many here share the same thoughts with you. But some cannot help to tease the "village idiot" who shouted nonsense and disappeared from the forum.
If you are a day trader, the easiest thing for you to do to get advantage is actually shouting "sell, buy or run". If he is willing work abit harder, then he gets a super-outdated link that support "sell, buy or run". For this counter, I believe that would be the incident from Sept, 2016.
Unless someone here, has access to concrete financial material, I wouldn't be too bothered with day to day fluctuation. I only work 4 times a year when my counters are publishing their QR report.
I was hoping someone here could disagree and we can have proper discussion on educating each other. Sometimes, we only want to see what we want to see. That's may not be the full details of the picture.
I will however recommend VIS. I forgot to check on VIS. Despite dilution, latest QR report increased in EPS. I still combing through the report if they hv sold something and if the trade is beneficial to the company.
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....
PW888
96 posts
Posted by PW888 > 2017-12-21 16:09 | Report Abuse
RJ87, the company has announced its latest quarterly result and shares buy back. Any facts analysis you want to share?