Yes... Agreed with Jack... Hold your ball and continue buy... Will further continue up to RM0.44... If break RM0.44... Next resistant shall be RM0.47... :)
Change CAP. CAP is on show...others counter all drop 2 days already but CAP maintain at 0.345-0.350....this mean that CAP has strong fundamentals to fight with this war...
Hi guys, actually, I wanna ask a question, why you buy DUFU, vs NOTION for example? Disclaimer ** I'm invested in Notion la...
Just wanna discuss a bit, and share share ya, since notion and dufu do exactly same business, (CNC machine) so we can compare apple to apple.
I'm comparing both latest Q results.
Net Asset Per Share. Notion 105 cent, Dufu 57 cent
Revenue I'll take average 1 Q's revenue since Dufu only 1st Q result. Notion ~66million, Dufu ~34million
Operating margin Operating income/revenue Notion ~ average of 2 Qs 17341k/122193k = 14% margin. Dufu = 733k/34958k = 2% (dufu need to do 7x sales, to get equal profit margin with notion)
EPS. Dufu = 0.31 sen. Notion = -1.69 sen [Expecting notion EPS for 3rdQ to be around 3.7 sen per share, to totally breakeven 1st 2 Q's losses] Assume same EPS for 4th Q if not higher, FY EPS for notion despite 2 first Q loss = 3.7 sen per share. Assume Dufu 10% increase in EPS QoQ, 0.31+0.34+0.38+0.42 = 1.45 sen.
Of course, currently overall notion's profitability is not good because of forex hedging issues. But that's expected to be over already, with a bit left of outstanding hedge left.
So... just curious, why Dufu, especially if price of both is roughly the same now? I'm just talking fundamentals, and numbers that we can roughly estimate. Don't shoot me! :)
Malaysia stock market most the time don't follow fundamental, that's why so many technical analysis been produced to chart the market or stocks base on history. Their most famous term is history will repeat itself.... So Dufu when the time comes will go up no matter it's fundamental is as good as Notion.
Interesting development in the outcome of AGM. 92% voted against re election of Executive chairman Hsu. Allegation of fraud is true?? Anybody here attended the AGM?
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....
Speculator101
60 posts
Posted by Speculator101 > 2015-04-20 13:57 | Report Abuse
Time to get out from DUFU, My target hit and will look in to it after correction end... The next making is Censxxxx....