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发表于 30-9-2016 04:41 AM
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本帖最后由 icy97 于 2-10-2016 04:05 AM 编辑
导致公司不当损失．杜甫董事前CEO遭谴责罚款
（吉隆坡28日讯）杜甫科技（DUFU，7233，主板工业产品组）前首席执行员杨宝有和现任执行主席李辉达导致该公司蒙受不当损失，证券监督委员会为此谴责他们，并处以罚款。
证监会发表文告说，2013年1月至2014年10月期间，当时身兼执行董事的杨宝有，在该公司董事部未批准之下，调动100万零41美元（合418万令吉）给美国一家公司，并以他的名义收购多项资产，违反2007年资金市场与服务法令317A（1）条。
有鉴于此，证监会谴责杨宝有，并罚款20万令吉。
当时担任杜甫科技执行董事和首席财务员的李辉达，则因批准上述汇款，而遭证监会谴责和罚款15万令吉。
证监会指出，尽管违反2007年资金市场与服务法令317A（1）条，将面对坐牢2至10年和罚款不超过1000万令吉的惩处，但考量到杨宝有已经缴付上述款项，因此对两人实施上述行政处分。
文章来源：
星洲日报‧财经‧2016.09.29
Type | Announcement | Subject | OTHERS | Description | REPRIMANDS AND FINES BY SECURITIES COMMISSION (SC) AGAINST EXECUTIVE DIRECTORS IN BREACH OF SECTION 317A(1) OF THE CAPITAL MARKETS AND SERVICES ACT 2007 (CMSA) | The Board of Directors of DUFU (“Board”) wishes to announce that SC has reprimanded and imposed penalties on the undermentioned persons for causing wrongful loss to the Company:- - Mr. Yong Poh Yow (Mr. Yong), a former Executive Director and Chief Executive Officer of DUFU, was found to have made remittances totalling US$1,010,041 to foreign parties in the United States between January 2013 and October 2014 without authorisation from DUFU’s Board. The monies were then used to purchase several assets which were registered under his own name. This is a breach of section 317A(1) of the CMSA. He was reprimanded and fined RM200,000.
- Mr. Lee Hui Ta, also known as Li Hui Ta (Mr. Lee), the current Executive Chairman and Chief Financial Officer of DUFU, was reprimanded and fined RM150,000 for abetting Mr. Yong by approving payment vouchers for the said unauthorized remittances.
While a breach of section 317A(1) of the CMSA carries upon conviction, a minimum imprisonment term of two years up to a maximum of 10 years and a fine not exceeding RM10 million, the SC had imposed administrative sanctions on both Mr. Lee and Mr. Yong after taking into consideration that Mr. Yong had fully repaid the amount of US$1,010,041 to DUFU.
Apart from the above, the Board wishes to further inform that the above reprimands and fines would not have financial impact to DUFU Group as all fines will be paid by the respective individual.
This announcement is dated 29 September 2016. |
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发表于 8-10-2016 02:33 AM
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本帖最后由 icy97 于 9-10-2016 04:28 AM 编辑
杜甫科技拟2股变1股
2016年10月7日
（吉隆坡6日讯）杜甫科技（DUFU，7233，主板工业产品股）董事部建议进行股票整合、推出雇员认股计划（ESOS），以及提高注册股本，以及修改公司章程等一系列企业活动。
目前，杜甫科技建议每股面值50仙的两股普通股，整合成一股面值1令吉的普通股。
截至9月30日，杜甫科技的缴足资本为8773万5185令吉，共有1亿7547万370股，当中724万8000股为公司持有。
完成股票整合后，公司股票数量将从原本的1亿7547万370股，整合成8773万5185股。
另外，杜甫科技建议推出雇员认股计划（ESOS），将不超过缴足资本15%的新股，让符合资格的执行董事、员工和子公司认购。
此外，公司也提议将现有注册股本的1亿令吉，或2亿股，提高至2亿令吉，或2亿股。【e南洋】
Type | Announcement | Subject | MULTIPLE PROPOSALS | Description | DUFU TECHNOLOGY CORP. BERHAD ("DUFU" OR "COMPANY")(I) PROPOSED SHARE CONSOLIDATION;(II) PROPOSED ESOS; (III) PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL; AND(IV) PROPOSED AMENDMENT(COLLECTIVELY REFERRED TO AS THE "PROPOSALS") | On behalf of the Board of Directors of DUFU (“Board”), Affin Hwang Investment Bank Berhad (“Affin Hwang IB”) wishes to announce that the Company proposes to undertake the following:
(i) proposed consolidation of every two (2) existing ordinary shares of RM0.50 each in DUFU (“Existing Share(s)”) into one (1) ordinary share of RM1.00 each in DUFU (“Consolidated Share(s)” or “DUFU Share(s)” or “Share(s)”) (“Proposed Share Consolidation”);
(ii) proposed establishment of an executives' share option scheme of up to fifteen percent (15%) of the issued and paid-up share capital (excluding treasury shares) of DUFU at any point of time during the duration of the scheme for eligible executive Directors and employees of DUFU and its subsidiaries (excluding subsidiaries which are dormant) (excluding Lee, Hui-Ta also known as Li Hui Ta and Khoo Lay Tatt who have voluntarily relinquished their eligibility to the executives’ share option scheme) (“Proposed ESOS” or “Scheme”);
(iii) proposed increase in the authorised share capital of DUFU from RM100,000,000 comprising 200,000,000 Existing Shares to RM200,000,000 comprising 200,000,000 Consolidated Shares (“Proposed Increase in Authorised Share Capital”); and
(iv) proposed amendment to the Memorandum of Association of DUFU (“Proposed Amendment”).
Please refer to the attachment for further details.
This announcement is dated 6 October 2016. |
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5225009
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发表于 5-11-2016 04:14 AM
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Date of change | 04 Nov 2016 | Name | MR LEE, HUI-TA ALSO KNOWN AS LI HUI TA | Age | 57 | Gender | Male | Nationality | Taiwan, Province of China | Type of change | Retirement | Designation | Chief Financial Officer | Details of any interest in the securities of the listed issuer or its subsidiaries | Direct Interest: 15,757,365 Ordinary Shares of RM0.50 each in DUFU (Dufu Shares)Indirect Interest: 17,743,048 Dufu Shares (Indirect Interest by virtue of his substantial interest in Perfect Full Yen Sdn. Bhd.)Indirect Interest: 505,000 Dufu Shares (Indirect Interest by virtue of his substantial interest in Perfect Hua Ta Sdn. Bhd.) |
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发表于 16-11-2016 04:48 PM
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本帖最后由 icy97 于 16-11-2016 07:47 PM 编辑
阿笔谈股系列7-浅谈Dufu- 阅读外国上市公司年报增加对马股上市公司的了解
Wed, 16 Nov 2016
http://investips.my/?q=content/阿笔谈股系列7-浅谈dufu-阅读外国上市公司年报增加对马股上市公司的了解
最近, 证券监督委员会谴责杜甫科技(DUFU) 前首席执行员杨宝有和现任执行主席李辉达导致该公司蒙受不当损失，并处以罚款的新闻，令投资者对该公司管理层丧失信心, 所以股价有所下跌. DUFU, 股价RM0.605, 市值RM106M, P/E 7.6, ROE 11%, NTA RM0.682.
DUFU 的核心业务是为硬盘驱动器(Hard disk drive,HDD) 市场制造精密加工零件。所以，对HDD 市场的了解会对DUFU的认知有所帮助. 在1956年，IBM生产世界第一个HDD (RAMAC 305 System). 估计过去有大约200间公司生产HDD。但, 大部份公司已经消失了，有些被人收购，有些破产。
年份
| HDD生产商
| 1985
| 75 个生产商
| 1999
| 15 个生产商
| 2009
| 6 个生产商
| 2013
| 3 个生产商
|
资讯来源: https://en.wikipedia.org/wiki/History_of_hard_disk_drives
从2013年至到今天，还是3 个HDD生产商 （Western Digital,Seagate and Toshiba）
全球HDD市场占有率为Western Digital 43%,Seagate 39% 和 Toshiba 18%.
据一些旧资料显视，Seagate是DUFU的主要客户。所以，Seagate HDD 的销售会对DUFU的业绩有直接关系.
Seagate是一间美国上市公司。Seagate和其他马股上市公司一样都必需提交年报和季报。
每个国家对该国上市公司在年报和季报上公布的资料要求有所不一样。阿笔认为美国对年报和季报的资料要求比较严格。
以下是Seagate最新年报的摘要 （https://www.sec.gov/Archives/edgar/data/1137789/000104746916014732/a2229376z10-k.htm）
-Product Life Cycles and Changing Technology. Success in our industry has been dependent to a large extent on the ability to balance the introduction and transition of new products with time-to-volume, performance, capacity and quality metrics at a competitive price, level of service and support that our customers expect. Generally, the drive manufacturer that introduces a new product first benefits from improved product mix, favourable profit margins and less pricing pressure until comparable products are introduced (page 13). 推出新产品的好处如以上。
-Our industries are highly competitive (page 20). 所以, 需要大量的资金用于研发新产品。
-We are seeing direct competition from Solid State Drive (SSD) that is adversely impacting demand for HDD in some markets including Notebook and Enterprise Mission Critical (page 13).
file:///C:/Users/Veriton2/AppData/Local/Temp/msohtmlclip1/01/clip_image002.jpg
资讯来源:DUFU Q2季报2016
HDD的生意未来前途不好。需要研发新产品求存。
- The disk drive industry traditionally experiences seasonal variability in demand with higher levels of demand in the second half of the calendar year. This seasonality is driven by consumer spending in the back-to-school season from late summer to fall and the traditional holiday shopping season from fall to winter (page 13).
通常下半年，销售比上半年好。
最近, Seagate推出的新产品：
然而,DUFU公司管理层值的信认吗？
年报
| 收入
| 净收入
| 全部董事酬金 (Directors’ remuneration)
| 最高董事酬金
| 2006
| 90.6M
| 7.86M
| 622,000
| RM250,001 to RM300,000
| 2007
| 109M
| 13M
| 990,676
| RM400,001 to RM450,000
| 2008
| 121M
| 9.8M
| 1M
| RM400,000 to RM450,000
| 2009
| 116M
| 11.1M
| 1.1M
| RM450,001 to RM500,000
| 2010
| 128M
| 4M
| 1.2M
| RM500,000 to RM550,000
| 2011
| 119M
| -2.7M
| 902,340
| RM300,001 to RM350,000
| 2012
| 114M
| -3.28M
| 1.23M
| RM500,001 to RM550,000
| 2013
| 104M
| -2.35M
| 1.8M
| RM500,001 to RM550,000
| 2014
| 136M
| 8.27M
| 1.9M
| RM600,001 to RM650,000
| 2015
| 178M
| 18.97M
| 1.6M
| RM400,001 to RM450,000
|
当公司净收入减少或亏损时(2010,2012,2013年)，董事酬金却增加!这好像业务员, 销售不好，却增加薪水的情况！
所以,不值得长期投资DUFU除非情况有所改变.
催化剂: 未来6个月的DUFU& SEAGATE季报数据（预计在21/11/2016, 24/2/2017,18/5/2017）
未来阿笔谈股系列将和大家讨论美国上市公司.
注:阿笔个人持有该公司股份，但并非该公司董事，顾问或员工。以上投资分析，纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失，阿笔恕不负责。
免责声明：以上言论纯属读者分享,并没有任何买卖建议，或推高股压低价的其他企图，怒本网站不对你的盈亏负任何责任，谢谢
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发表于 17-11-2016 07:19 PM
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本帖最后由 icy97 于 17-11-2016 08:43 PM 编辑
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2016 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2016 | 30 Sep 2015 | 30 Sep 2016 | 30 Sep 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 43,500 | 47,979 | 122,592 | 122,689 | | 2 | Profit/(loss) before tax | 7,361 | 6,289 | 15,465 | 9,329 | | 3 | Profit/(loss) for the period | 5,705 | 4,616 | 11,909 | 7,771 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 5,705 | 4,616 | 11,909 | 7,771 | | 5 | Basic earnings/(loss) per share (Subunit) | 3.39 | 2.63 | 7.08 | 4.43 | | 6 | Proposed/Declared dividend per share (Subunit) | 1.00 | 0.00 | 2.10 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.7030 | 0.6580
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发表于 18-11-2016 05:20 PM
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本帖最后由 icy97 于 19-11-2016 12:04 AM 编辑
【从豆腐变杜甫】DUFU TECHNOLOGY- 创二代
Author: GoldenEggs | Publish date: Fri, 18 Nov 2016, 01:06 PM
http://klse.i3investor.com/blogs/Goldeneggs/109223.jsp
今天要分享这家跟诗人杜甫名字很像的公司哈哈。。。为什么我会说他以前是豆腐呢。。因为业绩不是很好，而现在可以说是一家很有钱的公司。这是一支价值投资里，现在BURSA 排第二被低估的股票，不吹牛，我之前说排第二的 RGB，一个月起了38%，慢慢的比较没那么被低估了。
股市为甚么大多数人亏钱呢，因为他们不喜欢看价值，他们喜欢快钱，盈利上升很多，完全不看价值就冲进去。BURSA 的价值投资者真的很少，炒股的人真的很多，所以赚钱的人不多。如 DUFU, CSC, MYCRON, FARLIM 这些默默耕耘，基本面强劲的公司是越强越没有人感兴趣。
而这些公司都有他们的一些问题，来导致被低估，比如说之前钢铁业不好，而杜甫就是因为他是一家做 HARD DISK DRIVE 和 Sensor 的公司。而硬盘可以说是慢慢的在被SSD取代，所以估值才会低得恶心。
来看看DUFU的MARKETＣＡＰ是99.26M, 现金就有29.81M,net debt 15.29M. RM0.189（30%）/share 的现金。而公司的PE是很高，所以单纯喜欢PE的投资者就完了，如果单单看PE就可以赚钱，那为什么还有人亏钱？
这家公司目前9个月的NET CASH FROM OPERATION=33.396M, 这就是为什么喜欢看PE买股的人很难赚钱，因为我们要看公司的整体，不是 AIRASIA LOW PE 就买。所以我们保守点算，公司整年现金流是４０Ｍ的话，我买完整家公司100M, 一年如果有40M赚，还完债务还有15M的现金你说值不值得？这当中我还没算公司的其他ASSET,如机器工厂等的价值。所以可以看到公司管理层一直买股票也做sharebuyback,因为公司股价实在是在开JuiceWork这种果汁档的便宜程度了。
所以我说BURSA很少价值投资者。对，HardDiskDrive已经没得做了我知道，所以公司一直在扩张新的业务如Sensor等。HARD Disk 还能做多久，我们不知道，但是目前来看盈利还是一直保持。风险已经是很低了，万一公司有什么问题，我们小股东可以卖。跟CSC一样，优秀愿意分享盈利的管理层经营着一门很难的行业。 |
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发表于 21-11-2016 01:14 PM
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本帖最后由 icy97 于 22-11-2016 01:58 AM 编辑
Rising hard disk drives exports lift Dufu’s outlook
Monday, 21 November 2016
http://www.thestar.com.my/business/business-news/2016/11/21/rising-hdd-shipments-lift-dufus-outlook/
by david tan
Robust growth in demand will lift the group’s revenue and profits in 2016, executive chairman Lee Tui Ta told Starbiz.
Robust growth in demand will lift the group’s revenue and profits in 2016, executive chairman Lee Tui Ta told Starbiz.
GEORGE TOWN: Dufu Technology Corp Bhd says it has shipped out more than 100 million pieces of hard disk drives (HDD) so far this year, up 10% from last year.
It is also enjoying brisk sales of other non-HDD products, which the company expects will contribute around 30% to its total revenue this year.
This robust growth in demand, according to its executive chairman Lee Tui Ta, will lift the group’s revenue and profits in 2016.
“HDD remains the most popular data storage technology,” Lee said.
He told StarBiz that while solid-state drives (SSD) are generally getting more affordable, high-capacity SSD is not going to become as cost-effective as hard drives any time soon.
“For this reason, we expect our HDD business to remain relevant in the medium term,” he said. Dufu supplies HDD components to the three major HDD manufacturers, which contribute more than 70% to group revenue.
Meanwhile, Dufu’s non-HDD business is expected to contribute about 30% of its revenue in 2016, compared to about 25% in 2015.
“The group has so far shipped out non-HDD components with a value of about RM34mil, compared to RM32mil in 2015.
“We are also expecting some gains in foreign exchange,” he said. Dufu’s non-HDD segment comprises valves, casing and components for control and sensor systems used in various industries such as the automotive and mining industries.
Lee said the non-HDD segment was becoming an important contributor to group revenue, as the orders are long-term recurring orders. “The orders are from the United States and European markets.
“We are also preparing some new non-HDD products for our existing customers to sample,” Lee added.
Moving forward, Dufu is exploring venturing into the plating business to support the automotive, control and sensor industry.
“We see a big market for quality plating services in the northern region.
“However, there is a lack of such plating companies in the north. We are doing the feasibility study for the plating business now,” he added.
According to Connecticut-based research house Gartner, the worldwide PC shipments totalled 68.9 million units in the third quarter of 2016, a 5.7 % decline from the third quarter of 2015, which is the eighth consecutive quarter of PC shipment decline, the longest duration of decline in the history of the PC industry. PC manufacturers faced many challenges, which included weak back-to-school demand, and ongoing low demand in the consumer market, especially in emerging markets, Gartner said. |
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发表于 28-2-2017 05:53 PM
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本帖最后由 icy97 于 1-3-2017 01:11 AM 编辑
7233
| | Quarterly rpt on consolidated results for the financial period ended 31/12/2016 | | Quarter: | 4th Quarter | | Financial Year End: | 31/12/2016 | | Report Status: | Audited | | Submitted By: |
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| Current Year Quarter | Preceding Year Corresponding Quarter | Current Year to Date | Preceding Year Corresponding Period |
| 31/12/2016 | 31/12/2015 | 31/12/2016 | 31/12/2015 |
| RM '000 | RM '000 | RM '000 | RM '000 | | 1 | Revenue | 47,718 | 55,582 | 170,310 | 178,271 | | 2 | Profit/Loss Before Tax | 19,872 | 6,652 | 35,337 | 15,981 | | 3 | Profit/Loss After Tax and Minority Interest | 15,203 | 3,171 | 27,112 | 10,942 | | 4 | Net Profit/Loss For The Period | 15,203 | 3,171 | 27,112 | 10,942 | | 5 | Basic Earnings/Loss Per Shares (sen) | 8.87 | 1.80 | 15.83 | 6.24 | | 6 | Dividend Per Share (sen) | 0.00 | 2.00 | 2.10 | 2.00 |
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| As At End of Current Quarter | As At Preceding Financial Year End | | 7 | Net Assets Per Share (RM) |
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| 0.7660 | 0.6580 | |
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发表于 11-3-2017 04:10 AM
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Date of change | 09 Mar 2017 | Name | MR KHOO LAY TATT | Age | 44 | Gender | Male | Nationality | Malaysia | Designation | Executive Director | Directorate | Executive | Type of change | Resignation | Reason | His resignation is voluntary as he wishes to pursue his own personal interest. |
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发表于 21-3-2017 02:49 AM
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icy97 发表于 8-10-2016 02:33 AM
杜甫科技拟2股变1股
2016年10月7日
（吉隆坡6日讯）杜甫科技（DUFU，7233，主板工业产品股）董事部建议进行股票整合、推出雇员认股计划（ESOS），以及提高注册股本，以及修改公司章程等一系列企业活动。
目 ...
Type | Announcement | Subject | MULTIPLE PROPOSALS | Description | DUFU TECHNOLOGY CORP. BERHAD ("DUFU" OR "COMPANY")PROPOSED SHARE CONSOLIDATION;PROPOSED ESOS; PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL; ANDPROPOSED AMENDMENT(COLLECTIVELY REFERRED TO AS THE "PROPOSALS") | We refer to the announcements dated 6 October 2016 and 10 October 2016 ("Announcements").
(Unless otherwise defined, the abbreviations used throughout this announcements are the same as those previously defined in the Announcements.)
On behalf of the Board, Affin Hwang IB wishes to announce that the Board, after taking into consideration the recommendation of Affin Hwang IB, has resolved not to proceed with the Proposals and will evaluate alternative options to achieve the Company’s objectives previously envisaged under the Proposals.
This announcement is dated 20 March 2017. |
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发表于 5-4-2017 03:49 AM
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Type | Announcement | Subject | OTHERS | Description | Proposed Declaration of a Single Tier Final Dividend of 3.5 Sen per share for the year ended December 31, 2016 | Please be informed that the Board of Directors of Dufu has on April 3, 2017, proposed a Single Tier Final Dividend of 3.5 Sen per share for the year ended December 31, 2016 to be approved by the shareholders at the forthcoming 15th Annual General Meeting of the Company.
However, the entitlement date and date of payment of the dividend have yet to be finalized at the moment.
A further announcement will be made at a later date upon finalization of the entitlement date and date of payment of the above.
This announcement is dated April 3, 2017. |
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发表于 30-4-2017 06:59 AM
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| DUFU TECHNOLOGY CORP. BERHAD |
EX-date | 26 May 2017 | Entitlement date | 30 May 2017 | Entitlement time | 05:00 PM | Entitlement subject | Final Dividend | Entitlement description | Single Tier Final Dividend of 3.5 sen per share for the year ended 31 December 2016 | Period of interest payment | to | Financial Year End | 31 Dec 2016 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | SECURITIES SERVICES (HOLDINGS) SDN BHDLevel 7, Menara MileniumJalan Damanlela, Pusat Bandar DamansaraDamansara Heights50490Kuala LumpurTel:0320849000Fax:0320949940 | Payment date | 20 Jun 2017 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 30 May 2017 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| | c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| | Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.035 | Par Value | Malaysian Ringgit (MYR) 0.000 |
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发表于 15-5-2017 12:15 PM
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发表于 25-5-2017 02:42 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2017 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2017 | 31 Mar 2016 | 31 Mar 2017 | 31 Mar 2016 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 46,391 | 41,027 | 46,391 | 41,027 | | 2 | Profit/(loss) before tax | 8,216 | 5,331 | 8,216 | 5,331 | | 3 | Profit/(loss) for the period | 6,315 | 4,567 | 6,315 | 4,567 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 6,315 | 4,567 | 6,315 | 4,567 | | 5 | Basic earnings/(loss) per share (Subunit) | 3.80 | 2.60 | 3.80 | 2.60 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.7800 | 0.7500
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发表于 28-8-2017 10:37 PM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2017 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Jun 2017 | 30 Jun 2016 | 30 Jun 2017 | 30 Jun 2016 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 40,970 | 38,065 | 87,361 | 79,092 | | 2 | Profit/(loss) before tax | 9,223 | 2,773 | 17,440 | 8,104 | | 3 | Profit/(loss) for the period | 6,876 | 1,637 | 13,191 | 6,204 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 6,876 | 1,637 | 13,191 | 6,204 | | 5 | Basic earnings/(loss) per share (Subunit) | 4.10 | 1.00 | 7.90 | 3.60 | | 6 | Proposed/Declared dividend per share (Subunit) | 3.50 | 1.10 | 3.50 | 1.10 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.7800 | 0.7500
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发表于 29-8-2017 12:32 AM
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Type | Announcement | Subject | OTHERS | Description | Declaration of Single Tier First Interim Dividend of 2 Sen per share for the year ending December 31, 2017 | Please be informed that the Board of Directors of Dufu has on August 28, 2017, approved a Single Tier First Interim Dividend of 2 Sen per share for the year ending December 31, 2017 to be declared to its shareholders.
However, the entitlement date and date of payment of the dividend have yet to be finalized at the moment.
A further announcement will be made at a later date upon finalization of the entitlement date and date of payment of the above.
This announcement is dated August 28, 2017. |
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发表于 12-9-2017 02:20 AM
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| DUFU TECHNOLOGY CORP. BERHAD |
EX-date | 27 Sep 2017 | Entitlement date | 29 Sep 2017 | Entitlement time | 05:00 PM | Entitlement subject | First Interim Dividend | Entitlement description | Single Tier First Interim Dividend of 2 sen per share for the year ending 31 December 2017 | Period of interest payment | to | Financial Year End | 31 Dec 2017 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | SECURITIES SERVICES (HOLDINGS) SDN BHDLevel 7, Menara MileniumJalan Damanlela, Pusat Bandar DamansaraDamansara Heights50490Kuala LumpurTel:0320849000Fax:0320949940 | Payment date | 12 Oct 2017 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 29 Sep 2017 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| | c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| | Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.02 |
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发表于 15-10-2017 10:45 PM
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本帖最后由 icy97 于 16-10-2017 01:47 AM 编辑
杜甫科技遭低估吗？
http://www.sinchew.com.my/node/1691668
新手小明问：
朋友介绍我买进杜甫科技（DUFU，7233，主板工业产品组），说这家公司被低估的科技股，可以分析一下前景吗？值得投资吗？合理价多少？
答：杜甫科技是一间制造和装配精密机械的公司，核心业务包括精密机械虎钳、电脑周边产品和硬盘驱动器部件的制造和装配，以至精密钢模与部件的制造。除了是硬驱业首要商家外，公司也向其他即将兴起行业，如用于工业感应器等领域发展。
先看看杜甫科技最新业绩表现及财务情况、及公司对未来前景看法，以作为是否值得投资及评估合理价的参考。
次季净利增至687.6万
截至2017年6月30日止，该公司第二季净利增加至687万6000令吉（每股净利为4.10仙）、较前期净利为163万7000令吉（每股净利为1仙）。营业额为4097万令吉，前期为3806万5000令吉。
首6个月净利为1319万1000令吉（每股净利为7.90仙）、前期净利为620万4000令吉（每股净利为3.60仙）。首6个月营业额为8736万1000令吉，前期为7909万2000令吉。
该公司表示，第二季及首6个月的营业额及盈利有增无减，主要是硬盘驱动器（HDD）的需求增长、较好的产品组合及美元兑马币汇率走高、生产经济规模增加使营运效率提高等利好支持。
在财务情况方面，该公司的总资产为1亿7284万3000令吉，其中包括库存为3522万9000令吉、贸易及其他应收款项为4559万8000令吉、现金及银行余款为3560万7000令吉。
非流动资产下的产业／工厂／器材占3976万令吉、投资产业为991万5000令吉、及其他投资为614万4000令吉。
该公司总负债为3577万3000令吉，包括借贷为315万5000令吉、贸易及其他应付款项为2161万3000令吉。长期（担保）借贷为474万1000令吉。
同时，该公司的每股资产值为78仙。
HDD业务稳健
谈到公司未来业务前景时，该公司预期2017年下半年的产品销售额将继续企稳，因公司主要产品受到高产能近线储存硬盘驱动器（HDD）成长、以及客户储存稳定的利好支撑。
NAND快闪储存器可能在2017年全年都面对供应紧缩的问题，因智能手机及其他流动仪器的需求成长推动，所以也将影响固态硬碟（SSD）的供应。
该公司认为，硬盘驱动器的长期展望，可能需视高产能硬盘驱动器而定，特别是数据中心服务云端储存应用程序而定。高产能储存驱动器、提升表现及较低储存成长的需求将有增无减。
该公司认为，全球互联网渗透率、新兴市场的电子商务走高及目前高解决方案媒体标准的趋势，预料将是全球数据储存需求持续增长的推动力。
虽然产品未来势头看俏，不过，该公司将继续改进其营运效率及严管成本以确保其产品价格的竞争力。
该公司表示，将与现有及新客户密切合作，以为他们的供应链营造价值，及继续寻求商机进军新业务领域，特别是可辅助公司目前的商业模式。
随着公司作出上述准备，及目前需求持续稳定的市场趋势，并假设美元兑马币汇率没有出现波动，该公司认为，它对未来季度的盈利成长感到乐观。
合理价方面，近年来没有证券行进行剖析及推荐。不过，若假设公司未来季度的净利维持不变，以其2017年6月30日为止首6个月每股净利7.90仙加以年度化，即等于15.80仙，再以其目前市价约为1令吉52仙（9月14日）为准，该公司的今年度的预测本益比则为152仙除以15.80仙，即等于9.62倍。
以每股净利预测为15.80仙为准，你认为公司的预测本益比的合理水平是多少，或是落在那个水平，这从中即可简易地算出其合理市价。
略为回顾过去数年的业绩表现，该公司在2011年及2013年的3年里蒙受亏损。不过，从2014财政年即开始转亏为盈，直至2016年以及2017年上半年。
文章来源：
星洲日报‧投资致富‧投资问诊‧文：李文龙‧2017.10.15 |
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发表于 16-10-2017 12:31 AM
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本帖最后由 icy97 于 16-10-2017 01:49 AM 编辑
DUFU (7233) - 储存设备硬盘HDD制造商，云端科技引领需求的受惠者。
2017年10月15日星期日
http://wesharenwetrade.blogspot.my/2017/10/dufu-7233-hdd.html
DUFU是其中一家台资公司，从年报中的股东名单中可以看到TOP 10股东大部分是台湾人或者是台资公司。公司管理层中也有一半是来自台湾，由大股东们亲自管理公司的运作。
主要业务：
从公司profile上常看到DUFU是HDD (hard disk drive)的制造商，相信电脑使用者都知道HDD就是储存硬盘，和新科技产品SSD(solid state drive)一样都有储存用途。以下图表为DUFU旗下独资子公司的业务：
（*图表取自于公司2016财政年年报）
从最新一季季报中的营业额分布中显示新加坡业务的赚幅非常低，估计是internal sales占了大部份和新币兑美元的走势并没有马币兑美元那么有利。这也导致了新加坡业务的ROA是最低的。
市场上普遍认为HDD是传统型硬盘，“传统”两个字包含了“旧时代”，“夕阳工业”等含义。科技产品当然是越先进越好，传统的科技产品听起来就有点像快要被取代的感觉，但为何今年我国的一些硬盘公司如Notion和Dufu的盈利与股价大增？
1. 市场需求大增 - 越来越多的公司成立了自己的IT部门，而这个部门本身是个cost center并不能为公司带来盈利。所以公司也不会花费一大笔金钱去购买更先进的硬盘，只追求达到储存资料的效果即可。
2. HDD的可修复性强项 - 以目前的科技水平，SSD硬盘一旦损坏是不能修复的。使用者需要不时backup以防止损坏时资料尽毁。反而传统的硬盘却拥有在损坏时通过一些数据修复部分资料，这让使用者有更多的安全感。
3. 云端科技的崛起 - 随着云端科技的普遍化，越来越多资料储存在云端系统，导致云端系统需要更多的储存空间来存放资料。传统又实用的硬盘更获得云端科技的青睐，至少在现时代还是需要更多的传统硬盘。
5年财务表现：
盈利上涨 - 管理层解释盈利上涨是因为马币兑美元的有利汇率，和其他出口公司一样可以享用到“昂贵美元”的益处。另一点则是管理层非常看好HDD产品在近年的市场需求量会增加，这点从2017财政年首两个季度的表现中得知营业额比2016财政年首两个季度多了RM8mil (87mil vs 79mil)，以这个趋势2017财政年估计可以超越2016财政年的表现。
高赚幅 - DUFU是少数在PSR值少过2的情况下可以创造高于10% net profit margin的科技领域公司。高赚幅的表现归功于管理层在制造过程中非常重视成本控制和原料浪费的问题，当然公司首要目的还是着重于产品的品质和耐用性。
*PSR (Price Sales Ratio) = Share Price / Sales per Share
净现金 - 公司持有非常健康的现金，目前持有RM35.6mil的现金，扣除大约RM8mil的贷款后还有27.6mil的净现金值，相等于12%的公司市值。
投资建议：
良好的财务基本面 - DUFU的基本面看起来非常的稳,而且估值也相对比较便宜：
海外市场贡献增加 - 这里所说的是中国市场，2017财政年首两个季度对比2016财政年中国业务的营业额增加了RM10mil或70%，盈利方面则增加了RM1.55mil或80%。随着网络科技和云端科技的兴起相信DUFU或多或少都能受惠于这个全世界最多人口的国家。不过投资者也千万不要过于乐观，营业额的增加主要是市场需求所影响，在产品竞争力上DUFU还要面对来自中国方面更优秀的竞争者。
管理层积极进取与居安思危 - 在年报中管理层有提及将会运用手头上的资金来寻找更多的商业合作机会。主要合作目的是为了提高市占率(market share)，强化成本优势和提高非HDD领域的盈利贡献。管理层这种积极的态度将能保证未来的盈利，增强非HDD领域也是意识到未来也许HDD产品将会被取代而谋定另一条出路。
被新科技取代的风险 - 和许多传统型生意不同，科技领域难以创造能够持续获利的经营策略。需要面对市场变迁与科技变迁的处境，更何况竞争产品SSD一直都是更先进、高科技的产物。当然人类的科技日新月异，也许未来将会出现更优秀的产品也说不定，届时将会严重打击DUFU的商业命脉，像当年的胶片王Kodak一样被时代打倒也说不定。
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发表于 2-12-2017 03:04 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2017 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2017 | 30 Sep 2016 | 30 Sep 2017 | 30 Sep 2016 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 43,534 | 43,500 | 130,895 | 122,592 | | 2 | Profit/(loss) before tax | 8,236 | 7,361 | 25,677 | 15,465 | | 3 | Profit/(loss) for the period | 6,418 | 5,705 | 19,610 | 11,909 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 6,418 | 5,705 | 19,610 | 11,909 | | 5 | Basic earnings/(loss) per share (Subunit) | 3.80 | 3.40 | 11.80 | 7.10 | | 6 | Proposed/Declared dividend per share (Subunit) | 2.00 | 1.00 | 5.50 | 2.10 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.8000 | 0.7500
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