Highlights
KLSE: DUFU (7233)       DUFU TECHNOLOGY CORP. BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
2.14   -0.03 (1.38%)  2.11 - 2.18  3,516,200
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Financials


Market Cap: 1,165 Million

Market Cap 1,165 Million
NOSH 544 Million

Latest Audited Result:  31-Dec-2023

Latest Audited Result: 31-Dec-2023
Announcement Date 26-Mar-2024
Next Audited Result: 31-Dec-2024
Est. Ann. Date: 26-Mar-2025
Est. Ann. Due Date: 29-Jun-2025

Latest Quarter:  31-Dec-2023 [#4]

Latest Quarter: 31-Dec-2023 [#4]
Announcement Date 27-Feb-2024
Next Quarter: 31-Mar-2024
Est. Ann. Date: 28-Apr-2024
Est. Ann. Due Date: 30-May-2024
QoQ | YoY   100.30%  |    124.11%

Annual (Unaudited) ( EPS: 4.47, P/E: 47.85 )

Revenue | NP to SH 227,811  |  24,348
RPS | P/RPS 41.84 Cent  |  5.11
EPS | P/E | EY 4.47 Cent  |  47.85  |  2.09%
DPS | DY | Payout % 5.36 Cent  |  2.50%  |  119.80%
NAPS | P/NAPS 0.62  |  3.43
YoY   -63.67%
NP Margin | ROE 10.69%  |  7.17%
F.Y. | Ann. Date 31-Dec-2023  |  27-Feb-2024

T4Q Result ( EPS: 4.47, P/E: 47.85 )

Revenue | NP to SH 227,811  |  24,348
RPS | P/RPS 41.84 Cent  |  5.11
EPS | P/E | EY 4.47 Cent  |  47.85  |  2.09%
DPS | DY | Payout % 5.36 Cent  |  2.50%  |  119.80%
NAPS | P/NAPS 0.62  |  3.43
QoQ | YoY   18.19%  |    -63.67%
NP Margin | ROE 10.69%  |  7.17%
F.Y. | Ann. Date 31-Dec-2023  |  27-Feb-2024

Annualized Result ( EPS: 4.47, P/E: 47.85 )

Revenue | NP to SH 227,811  |  24,348
RPS | P/RPS 41.84 Cent  |  5.11
EPS | P/E | EY 4.47 Cent  |  47.85  |  2.09%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   3.87%  |    -63.67%
NP Margin | ROE 10.69%  |  7.17%
F.Y. | Ann. Date 31-Dec-2023  |  27-Feb-2024


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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2023 27-Feb-2024 31-Dec-2023 4 50,740 8,272 6,768 6,768 - 339,413 - % 13.34% 1.99% 530,333 9.57 9.32 1.30 1.24 0.00 0.00 0.6400 0.62   100.30%   124.11% 29-Dec-2023 1.90 19.86 148.88 2.97 0.67% 0.00% 27-Feb-2024 1.83 19.13 143.40 2.86 0.70% 0.00%
31-Dec-2023 31-Oct-2023 30-Sep-2023 3 55,235 5,354 3,379 3,379 7,954 334,109 235.42% 6.12% 1.01% 530,333 10.42 10.15 0.60 0.62 1.50 1.46 0.6300 0.61   1.81%   -79.42% 29-Sep-2023 1.70 16.32 266.81 2.70 0.37% 0.88% 1.72 16.51 269.95 2.73 0.37% 0.87%
31-Dec-2023 01-Aug-2023 30-Jun-2023 2 47,653 5,539 3,319 3,319 21,213 339,413 639.15% 6.96% 0.98% 530,333 8.99 8.75 0.60 0.61 4.00 3.90 0.6400 0.62   -69.50%   -88.66% 30-Jun-2023 1.90 21.15 303.60 2.97 0.33% 2.11% 01-Aug-2023 1.90 21.15 303.60 2.97 0.33% 2.11%
31-Dec-2023 28-Apr-2023 31-Mar-2023 1 74,183 14,389 10,882 10,882 - 355,112 - % 14.67% 3.06% 530,019 14.00 13.63 2.10 2.00 0.00 0.00 0.6700 0.65   260.33%   -40.59% 31-Mar-2023 2.10 15.00 102.28 3.13 0.98% 0.00% 28-Apr-2023 2.08 14.86 101.31 3.10 0.99% 0.00%
31-Dec-2022 23-Feb-2023 31-Dec-2022 4 51,195 2,021 3,020 3,020 - 339,189 - % 5.90% 0.89% 529,984 9.66 9.40 0.60 0.55 0.00 0.00 0.6400 0.62   -81.61%   -83.22% 30-Dec-2022 1.79 18.53 314.13 2.80 0.32% 0.00% 2.09 21.64 366.78 3.27 0.27% 0.00%
31-Dec-2022 01-Nov-2022 30-Sep-2022 3 74,720 21,175 16,418 16,418 13,247 339,144 80.69% 21.97% 4.84% 529,914 14.10 13.72 3.10 3.02 2.50 2.43 0.6400 0.62   -43.89%   -18.92% 30-Sep-2022 2.57 18.23 82.95 4.02 1.21% 0.97% 01-Nov-2022 2.41 17.09 77.79 3.77 1.29% 1.04%
31-Dec-2022 02-Aug-2022 30-Jun-2022 2 91,785 37,608 29,259 29,259 26,456 338,643 90.42% 31.88% 8.64% 529,131 17.35 16.86 5.50 5.37 5.00 4.86 0.6400 0.62   59.75%   83.79% 30-Jun-2022 2.81 16.20 50.82 4.39 1.97% 1.78% 02-Aug-2022 3.15 18.16 56.97 4.92 1.76% 1.59%
31-Dec-2022 28-Apr-2022 31-Mar-2022 1 86,329 23,742 18,316 18,316 - 333,225 - % 21.22% 5.50% 528,929 16.32 15.86 3.50 3.36 0.00 0.00 0.6300 0.61   1.77%   -6.16% 31-Mar-2022 2.90 17.77 83.75 4.60 1.19% 0.00% 28-Apr-2022 2.53 15.50 73.06 4.02 1.37% 0.00%
31-Dec-2021 25-Feb-2022 31-Dec-2021 4 94,026 22,433 17,997 17,997 - 311,725 - % 19.14% 5.77% 528,349 17.80 17.27 3.40 3.31 0.00 0.00 0.5900 0.57   -11.13%   20.69% 31-Dec-2021 4.29 24.11 125.94 7.27 0.79% 0.00% 2.85 16.01 83.67 4.83 1.20% 0.00%
31-Dec-2021 02-Nov-2021 30-Sep-2021 3 90,989 25,435 20,250 20,250 10,539 289,837 52.05% 22.26% 6.99% 526,977 17.27 16.71 3.80 3.72 2.00 1.94 0.5500 0.53   27.20%   57.51% 30-Sep-2021 4.22 24.44 109.82 7.67 0.91% 0.47% 02-Nov-2021 4.42 25.60 115.02 8.04 0.87% 0.45%
31-Dec-2021 03-Aug-2021 30-Jun-2021 2 88,221 20,289 15,920 15,920 19,551 276,328 122.81% 18.05% 5.76% 521,374 16.92 16.20 3.10 2.92 3.75 3.59 0.5300 0.51   -18.44%   60.86% 30-Jun-2021 4.54 26.83 148.68 8.57 0.67% 0.83% 03-Aug-2021 4.46 26.36 146.06 8.42 0.68% 0.84%
31-Dec-2021 05-May-2021 31-Mar-2021 1 79,501 25,812 19,519 19,519 - 276,328 - % 24.55% 7.06% 521,374 15.25 14.60 3.70 3.59 0.00 0.00 0.5300 0.51   30.89%   38.00% 31-Mar-2021 3.80 24.92 101.50 7.17 0.99% 0.00% 05-May-2021 4.29 28.13 114.59 8.09 0.87% 0.00%
31-Dec-2020 26-Feb-2021 31-Dec-2020 4 85,687 20,819 14,912 14,912 - 255,473 - % 17.40% 5.84% 521,374 16.43 15.74 2.90 2.74 0.00 0.00 0.4900 0.47   15.99%   -1.29% 31-Dec-2020 3.26 19.84 113.98 6.65 0.88% 0.00% 26-Feb-2021 4.05 24.64 141.60 8.27 0.71% 0.00%
31-Dec-2020 02-Nov-2020 30-Sep-2020 3 75,953 16,829 12,806 12,856 6,490 238,849 50.49% 16.86% 5.38% 519,239 14.63 13.95 2.50 2.36 1.25 1.19 0.4600 0.44   29.90%   -13.01% 30-Sep-2020 3.27 22.35 132.07 7.11 0.76% 0.38% 02-Nov-2020 3.20 21.88 129.24 6.96 0.77% 0.39%
31-Dec-2020 04-Aug-2020 30-Jun-2020 2 73,410 12,937 9,813 9,897 15,378 225,551 155.39% 13.37% 4.39% 256,309 28.64 13.48 3.90 1.82 6.00 2.82 0.8800 0.41   -30.03%   -5.39% 30-Jun-2020 4.85 16.93 125.60 5.51 0.80% 1.24% 04-Aug-2020 3.72 12.99 96.34 4.23 1.04% 1.61%
31-Dec-2020 05-May-2020 31-Mar-2020 1 62,948 18,690 14,038 14,144 - 233,241 - % 22.30% 6.06% 256,309 24.56 11.56 5.50 2.60 0.00 0.00 0.9100 0.43   -6.37%   238.86% 31-Mar-2020 3.29 13.40 59.62 3.62 1.68% 0.00% 05-May-2020 4.02 16.37 72.85 4.42 1.37% 0.00%
31-Dec-2019 26-Feb-2020 31-Dec-2019 4 78,824 17,629 14,984 15,107 - 215,299 - % 19.01% 7.02% 256,309 30.75 14.48 5.90 2.77 0.00 0.00 0.8400 0.40   2.22%   1.00% 31-Dec-2019 3.24 10.54 54.97 3.86 1.82% 0.00% 26-Feb-2020 4.76 15.48 80.76 5.67 1.24% 0.00%
31-Dec-2019 05-Nov-2019 30-Sep-2019 3 67,632 16,834 14,709 14,779 5,126 197,357 34.69% 21.75% 7.49% 256,309 26.39 12.42 5.80 2.71 2.00 0.94 0.7700 0.36   41.28%   -23.52% 30-Sep-2019 2.72 10.31 47.17 3.53 2.12% 0.74% 05-Nov-2019 2.83 10.73 49.08 3.68 2.04% 0.71%
31-Dec-2019 07-Aug-2019 30-Jun-2019 2 53,315 13,496 10,365 10,461 6,204 181,166 59.31% 19.44% 5.77% 248,173 21.48 9.79 4.20 1.92 2.50 1.14 0.7300 0.33   150.62%   -11.42% 28-Jun-2019 1.56 7.26 37.01 2.14 2.70% 1.60% 07-Aug-2019 1.88 8.75 44.60 2.58 2.24% 1.33%
31-Dec-2019 07-May-2019 31-Mar-2019 1 49,351 5,807 4,046 4,174 - 178,195 - % 8.20% 2.34% 244,104 20.22 9.06 1.70 0.77 0.00 0.00 0.7300 0.33   -72.10%   -27.57% 29-Mar-2019 1.69 8.36 98.83 2.32 1.01% 0.00% 07-May-2019 1.70 8.41 99.42 2.33 1.01% 0.00%
31-Dec-2018 26-Feb-2019 31-Dec-2018 4 63,104 18,425 14,941 14,958 - 178,337 - % 23.68% 8.39% 251,179 25.12 11.59 6.00 2.75 0.00 0.00 0.7100 0.33   -22.59%   132.56% 31-Dec-2018 2.06 8.20 34.59 2.90 2.89% 0.00% 26-Feb-2019 1.63 6.49 27.37 2.30 3.65% 0.00%
31-Dec-2018 09-Nov-2018 30-Sep-2018 3 66,895 23,829 19,312 19,324 4,068 162,736 21.05% 28.87% 11.87% 162,736 41.11 12.29 11.90 3.55 2.50 0.75 1.0000 0.30   63.62%   201.09% 28-Sep-2018 2.62 6.37 22.06 2.62 4.53% 0.95% 09-Nov-2018 3.01 7.32 25.35 3.01 3.94% 0.83%
31-Dec-2018 07-Aug-2018 30-Jun-2018 2 58,691 15,181 11,810 11,810 7,366 139,143 62.37% 20.12% 8.49% 163,698 35.85 10.78 7.20 2.17 4.50 1.35 0.8500 0.26   104.93%   71.76% 29-Jun-2018 1.00 2.79 13.86 1.18 7.21% 4.50% 07-Aug-2018 1.62 4.52 22.45 1.91 4.45% 2.78%
31-Dec-2018 22-May-2018 31-Mar-2018 1 52,761 7,631 5,763 5,763 - 135,398 - % 10.92% 4.26% 165,120 31.95 9.69 3.50 1.06 0.00 0.00 0.8200 0.25   -10.40%   -8.74% 30-Mar-2018 1.07 3.35 30.66 1.30 3.26% 0.00% 22-May-2018 1.13 3.54 32.38 1.38 3.09% 0.00%
31-Dec-2017 28-Feb-2018 31-Dec-2017 4 50,317 7,110 6,432 6,432 - 131,768 - % 12.78% 4.88% 166,795 30.17 9.24 3.90 1.18 0.00 0.00 0.7900 0.24   0.22%   -57.03% 29-Dec-2017 1.17 3.88 30.34 1.48 3.30% 0.00% 28-Feb-2018 1.14 3.78 29.56 1.44 3.38% 0.00%
31-Dec-2017 27-Nov-2017 30-Sep-2017 3 43,534 8,236 6,418 6,418 3,336 133,454 51.98% 14.74% 4.81% 166,818 26.10 8.00 3.80 1.18 2.00 0.61 0.8000 0.25   -6.66%   12.50% 29-Sep-2017 1.35 5.17 35.09 1.69 2.85% 1.48% 27-Nov-2017 1.35 5.17 35.09 1.69 2.85% 1.48%
31-Dec-2017 28-Aug-2017 30-Jun-2017 2 40,970 9,223 6,876 6,876 5,838 130,118 84.91% 16.78% 5.28% 166,818 24.56 7.53 4.10 1.26 3.50 1.07 0.7800 0.24   8.88%   320.04% 30-Jun-2017 1.41 5.74 34.21 1.81 2.92% 2.48% 28-Aug-2017 1.48 6.03 35.91 1.90 2.79% 2.36%
31-Dec-2017 24-May-2017 31-Mar-2017 1 46,391 8,216 6,315 6,315 - 130,118 - % 13.61% 4.85% 166,818 27.81 8.52 3.80 1.16 0.00 0.00 0.7800 0.24   -57.81%   38.27% 31-Mar-2017 1.10 3.96 29.06 1.41 3.44% 0.00% 24-May-2017 1.56 5.61 41.21 2.00 2.43% 0.00%
31-Dec-2016 28-Feb-2017 31-Dec-2016 4 47,718 19,636 14,967 14,967 - 125,058 - % 31.37% 11.97% 171,313 27.85 8.76 8.70 2.75 0.00 0.00 0.7300 0.23   162.35%   372.00% 30-Dec-2016 0.685 2.46 7.84 0.94 12.75% 0.00% 28-Feb-2017 0.87 3.12 9.96 1.19 10.04% 0.00%
31-Dec-2016 17-Nov-2016 30-Sep-2016 3 43,500 7,361 5,705 5,705 1,682 118,260 29.49% 13.11% 4.82% 168,222 25.86 7.99 3.39 1.05 1.00 0.31 0.7030 0.22   248.50%   23.59% 30-Sep-2016 0.61 2.36 17.99 0.87 5.56% 1.64% 17-Nov-2016 0.595 2.30 17.54 0.85 5.70% 1.68%
31-Dec-2016 29-Aug-2016 30-Jun-2016 2 38,065 2,773 1,637 1,637 1,875 116,295 114.58% 4.30% 1.41% 170,520 22.32 6.99 0.96 0.30 1.10 0.34 0.6820 0.21   -64.16%   -37.23% 30-Jun-2016 0.63 2.82 65.63 0.92 1.52% 1.75% 29-Aug-2016 0.60 2.69 62.50 0.88 1.60% 1.83%
31-Dec-2016 19-May-2016 31-Mar-2016 1 41,027 5,331 4,567 4,567 - 109,608 - % 11.13% 4.17% 175,653 23.36 7.54 2.60 0.84 0.00 0.00 0.6240 0.20   44.02%   734.92% 31-Mar-2016 0.49 2.10 18.85 0.79 5.31% 0.00% 19-May-2016 0.55 2.35 21.15 0.88 4.73% 0.00%
31-Dec-2015 26-Feb-2016 31-Dec-2015 4 53,753 6,652 3,171 3,171 3,523 115,917 111.11% 5.90% 2.74% 176,166 30.51 9.87 1.80 0.58 2.00 0.65 0.6580 0.21   -31.30%   534.38% 31-Dec-2015 0.49 1.61 27.22 0.74 3.67% 4.08% 26-Feb-2016 0.545 1.79 30.28 0.83 3.30% 3.67%
31-Dec-2015 23-Nov-2015 30-Sep-2015 3 47,979 6,289 4,616 4,616 - 109,169 - % 9.62% 4.23% 175,513 27.34 8.81 2.63 0.85 0.00 0.00 0.6220 0.20   76.99%   -36.35% 30-Sep-2015 0.305 1.12 11.60 0.49 8.62% 0.00% 23-Nov-2015 0.40 1.46 15.21 0.64 6.58% 0.00%
31-Dec-2015 27-Aug-2015 30-Jun-2015 2 39,752 2,828 2,608 2,608 - 103,094 - % 6.56% 2.53% 175,033 22.71 7.30 1.49 0.48 0.00 0.00 0.5890 0.19   376.78%   1,210.55% 30-Jun-2015 0.285 1.25 19.13 0.48 5.23% 0.00% 27-Aug-2015 0.275 1.21 18.46 0.47 5.42% 0.00%
31-Dec-2015 28-May-2015 31-Mar-2015 1 34,958 212 547 547 - 100,577 - % 1.56% 0.54% 176,451 19.81 6.42 0.31 0.10 0.00 0.00 0.5700 0.18   174.93%   219.43% 31-Mar-2015 0.375 1.89 120.97 0.66 0.83% 0.00% 28-May-2015 0.37 1.87 119.35 0.65 0.84% 0.00%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 43,116 140 -730 -730 - 99,778 - % -1.69% -0.73% 175,666 24.54 7.92 -0.41 -0.13 0.00 0.00 0.5680 0.18   -110.07%   83.77% 31-Dec-2014 0.265 1.08 -63.77 0.47 -1.57% 0.00% 27-Feb-2015 0.335 1.36 -80.61 0.59 -1.24% 0.00%
31-Dec-2014 18-Nov-2014 30-Sep-2014 3 34,792 7,374 7,252 7,252 - 99,736 - % 20.84% 7.27% 175,593 19.81 6.39 4.13 1.33 0.00 0.00 0.5680 0.18   3,544.22%   446.32% 30-Sep-2014 0.25 1.26 6.05 0.44 16.52% 0.00% 18-Nov-2014 0.24 1.21 5.81 0.42 17.21% 0.00%
31-Dec-2014 27-Aug-2014 30-Jun-2014 2 31,172 218 199 199 - 94,796 - % 0.64% 0.21% 180,909 17.23 5.73 0.11 0.04 0.00 0.00 0.5240 0.17   143.45%   -60.12% 30-Jun-2014 0.235 1.36 213.64 0.45 0.47% 0.00% 27-Aug-2014 0.265 1.54 240.91 0.51 0.42% 0.00%
31-Dec-2014 16-May-2014 31-Mar-2014 1 26,943 -516 -458 -458 - 82,913 - % -1.70% -0.55% 157,931 17.06 4.95 -0.29 -0.08 0.00 0.00 0.5250 0.15   89.82%   -182.82% 31-Mar-2014 0.185 1.08 -63.79 0.35 -1.57% 0.00% 16-May-2014 0.215 1.26 -74.14 0.41 -1.35% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  11 people like this.
 
Souljaboiiii Joe Moore

Yes. Okay. That makes sense. And then you guide one quarter at a time, which I appreciate, but any sense on the durability of the good things that you're seeing beyond the current quarter?

David Goeckeler

Well, if I look at the drive business, we're getting -- we're coming back. We did a lot of work during the downturn where we just structurally remove capacity from the system. So I think the drive industry is an industry that has been going through this client to cloud transition for literally 15 years. And the client business, there's just a lot more unit capacity that in the system that is required in a nearline dominated business. So we've just removed that from the system, I think we've signaled that to our customers. We don't have as much capacity as we had in the past. And in return, they're giving us more visibility into what their ordering looks like throughout the rest of the year. So in the drive business, we came into the fiscal year believing we're going to see sequential growth throughout the fiscal year, certainly, in the first half of the year, first 3 quarters of the year, we're seeing that.

And last earnings call, we extended that to this calendar year. So we feel good about that business in a return to kind of reversion to the mean of the 20%, 20% to 25% through cycle exabyte growth we're getting back to that.
06/03/2024 6:38 PM
Souljaboiiii Joe Moore

Yes. Okay. I mean that idea that on the hard drive side, your focus isn't on supply growth. Like what if demand comes back? I mean, it seems like it could be a very good backdrop for drives in the sense of what's your ability to respond to a pickup in demand. And because it's such a complicated supply chain with so many parts, and it's been bad for so long, frankly, that I would think some of your subcomponent suppliers have limited flexibility as well.

David Goeckeler

Yes. Well, remember that in the drive business, even you're coming back to more exabytes, but units, it's still going down, right? So we've sized the business for what we think the number of units we need going forward that will keep the market balanced and that's where we want to stay because every quarter you go forward, the mix moves forward to higher capacity drives, you're adding exabytes through more capacity per unit. But I think the drive business has been persistently oversupplied for what, maybe 15 years, 20 years.

I mean everybody talks about the Thailand flood, it's like more, I mean it's like the only time where we had supplied more demand than supply in the drive business was when we had a flood in Thailand. And I was just there like 3 weeks ago, and they still have the thing on the wall that tells you how high the water went, but I don't think the drive industry should be any different than any other industry in the data center, right? You can't just show up in the quarter, you need something and you get it. And that's the way the business has been run for a very long time because of this persistent oversupply.

And I talked about earlier, we've now the downturn was a brutal downturn it had impact on quite frankly, a lot of people's families that work in those places that we are underemployed. And so we want to set the supply at a certain level. And then when we get visibility and conviction on sustained demand, not demand that just shows up for 1 quarter or 2 quarters or 3 quarters. I mean sustained demand for a long time, then we can start talking about if we put supply back in the system. But we're -- we're not at that point yet. We'll see how quickly we get there. I do think we're -- I do think in the next several quarters, we'll get back to supply-demand balance drive industry for maybe the first time in a long time.
06/03/2024 6:40 PM
Souljaboiiii WDC and STX are clearing their inventories, and it will take some time.
I believe if what WDC said the conference is true which the demand is actually recovering, then it is going to take 2-3 quarters until they start to order from their subcomponent suppliers.
06/03/2024 6:47 PM
alan26334 share price always response 6 months ahead. If what WDC saying is truth, rebound of dufu share price is near the corner....
10/03/2024 7:25 PM
howardmark Dufu is game over. Run before it's too late. www.livescience.com/technology/electronics/new-petabit-scale-optical-disc-can-store-as-much-information-as-15000-dvds
12/03/2024 1:53 PM
swissvillage Nvidia Expects to Win Outsized Chunk of Data Center Spending
New Blackwell chip-based products to come late this year
Nvidia warns of potential supply constraints as demand surges
https://www.bloomberg.com/news/articles/2024-03-19/nvidia-ceo-expects-to-win-outsized-chunk-of-data-center-spending
20/03/2024 10:52 AM
swissvillage The #1 problem with all of the optical discs is time. You can put them in a UV blocking, static free envelope, place that envelope in a wooden box, put that in a cardboard box, and then leave it in a vault for 7 years. When you open it and place it in a drive, you are looking at a 35% readability.
20/03/2024 10:56 AM
swissvillage Why is Malaysia becoming the "center of AI manufacturing"? The aim of NVIDIA CEO Jensen Huang

NVIDIA, having surpassed Google and Amazon in market capitalization, is part of the Magnificent 7, attracting global attention to its investment trends. A significant recent investment by the company is in Malaysia. In December 2023, NVIDIA CEO Jensen Huang visited Malaysia and pointed out the country's potential to become a manufacturing hub in the AI sector. He also reported plans to collaborate with the country's conglomerates on building supercomputers and developing large-scale language models. This article explores why Malaysia is gaining attention in the semiconductor and AI sectors.

Huang highly values Malaysia's potential
With NVIDIA surpassing Google and Amazon in market capitalization, interest in the company's development and investment trends has increased.

One of the recent highlights regarding NVIDIA is the expansion of its investment in Malaysia.

In December 2023, during his visit to Malaysia, NVIDIA CEO Jensen Huang stated the country has the potential to become a "manufacturing hub" in the AI sector. This statement suggested an expansion of investment in Malaysia, drawing significant media attention..
20/03/2024 6:13 PM
swissvillage Bridge Data to build its largest data centre in Malaysia
https://www.nst.com.my/business/corporate/2024/02/1019313/bridge-data-build-its-largest-data-centre-malaysia
21/03/2024 10:36 AM
Tanleechoo So is it good for dufu .? Or become taufu
21/03/2024 2:11 PM
gooman Micron’s Surprise AI Boost Lifts Western Digital, AMD, Seagate, Other Chip Stocks
https://www.barrons.com/articles/micron-stock-western-digital-amd-seagate-cf4087ef?mod=barronsgooglenews
21/03/2024 7:13 PM
gooman Micron's earnings were so good that shares in Western Digital, AMD and other chip stocks were on the rise as well Thursday.
21/03/2024 7:16 PM
gooman US memory chip maker Micron soars after AI growth boosts revenue forecast
https://www.scmp.com/tech/big-tech/article/3256203/us-memory-chip-maker-micron-soars-after-ai-growth-boosts-revenue-forecast
21/03/2024 7:17 PM
tahansan 年報第二十四頁, "However, in light of the ongoing short-term market forecasts in the digital storage market, we anticipate that the revenue projection for HDDs in the first half of 2024 will gradually improve as compared to the second half of 2023."
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3433463
26/03/2024 9:33 PM
sharkdododo No one pumping in this data center stock yet. Surprise. Better jump in before anyone realised!
27/03/2024 7:20 PM
EngineeringProfit Can slowly collect- no rush
27/03/2024 8:46 PM
tahansan 來了~
05/04/2024 12:19 PM
05/04/2024 1:28 PM
gooman 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/
06/04/2024 9:04 AM
yunjia Gooman, how Samsung helps Dufu?
07/04/2024 8:48 AM
Souljaboiiii 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".
07/04/2024 7:11 PM
Souljaboiiii 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.
07/04/2024 7:17 PM
witan 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
08/04/2024 9:17 AM
James_Bond This is another gem not to miss in keeping with global AI driven big data storage wave! Cheers!
08/04/2024 4:48 PM
Souljaboiiii https://www.trendforce.com/news/2024/04/09/news-western-digital-customer-letter-confirms-hdd-supply-shortage-nand-flash-and-hard-drive-prices-continue-to-rise/#:~:text=The%20demand%20for%20large%2Dcapacity,for%20both%20HDD%20and%20SSD.
10/04/2024 12:41 PM
Souljaboiiii Next week shoot to the moon.
10/04/2024 12:41 PM
Tanleechoo Tqsm for sharing ..
10/04/2024 2:19 PM
tahansan @Souljaboiiii, 感谢分享.
10/04/2024 5:50 PM
3101575000 Hopefully can have better profit
11/04/2024 1:24 PM
sharkdododo Lot of data storage stock fly. But dufu still consolidating. Big shark accumulating phase. Investors briefing mentioned order picking up in q2.
12/04/2024 8:08 AM
tahansan 來了!!
12/04/2024 9:25 AM
Winnie Foo DUFU WAKE UP LIAO
12/04/2024 11:19 AM
James_Bond Go go go Dufu! Cheers!
12/04/2024 12:13 PM
EngineeringProfit Huat ar. Can chase after GCB
12/04/2024 1:55 PM
James_Bond Collected at 1.70, 1.80, 1.89, 1.98, 2.00, 2.10, 2.20! Cheers!
12/04/2024 4:21 PM
BursaMaster121212 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
12/04/2024 7:02 PM
Cakes Moon Hoseh ah!!!
RM3 soon!!!
12/04/2024 8:07 PM
gooman '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
13/04/2024 4:40 PM
TerrenceLim 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
13/04/2024 7:39 PM
EngineeringProfit I had collected enough. Not averaging up
13/04/2024 7:44 PM
EngineeringProfit Go....go....go.....overtake gcb
13/04/2024 7:44 PM
Yusofff https://seekingalpha.com/news/4088285-western-digital-plans-to-raise-flash-hard-drive-prices-amid-supply-shortage
13/04/2024 10:00 PM
Yusofff
hard disk shortage and price increase is real
13/04/2024 10:00 PM
3101575000 Bought 2/2022@2.93
2nd time 19/1/24@1.84
Hold till today still lost,hopefully can make profit soon 😊
14/04/2024 10:54 AM
old boy iran attack israel, klia shot cases, monday got cheap tickets?
14/04/2024 11:14 AM
Oliver Ooi if yes , then good. time to chip in tech stocks
14/04/2024 3:57 PM
c328 Hamieh tours Beirut Airport: Lebanese airspace has reopened and work at the airport is gradually returning to normal.
15/04/2024 9:17 PM
James_Bond Lock profit on Dufu first! Cheers!
16/04/2024 11:13 AM
James_Bond Watch out: push to sell!
16/04/2024 4:31 PM
TerrenceLim The surge in selling price is crazy... Once people realise how fast the ASP goes up, it will limit up a few days
17/04/2024 7:19 AM