DUFU 7233 QUARTERLY REPORT 31 DEC 2018
Quarterly Report Review:
收入与去年同期相比增加25.4%主要是高需求在硬盘驱动器（“HDD”）组件。
该集团认为硬盘驱动器的需求增强主要是人工智能和互联网导致企业应用程序的存储和数据中心云存储快速成长。
该集团将继续提升运营效率和保持稳健与严格的控制成本以确保产品的价格竞争力。
该集团保持与现有客户和新客户密切合作，为了创造更大的价值连锁并继续寻求机会进入相关业务的领域。
Reference Price:
26.02.2019
Price: RM 1.63
Rolling EPS: RM 0.2860
PE: 5.70
NTA: RM 0.71
Price/NTA: 2.30
PE*Price/NTA: 13.09
Undervalued: RM 1.60
Fair Value: RM 2.13
Overvalued: RM 3.20
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
收入与去年同期相比增加25.4%主要是高需求在硬盘驱动器（“HDD”）组件。
该集团认为硬盘驱动器的需求增强主要是人工智能和互联网导致企业应用程序的存储和数据中心云存储快速成长。
该集团将继续提升运营效率和保持稳健与严格的控制成本以确保产品的价格竞争力。
该集团保持与现有客户和新客户密切合作，为了创造更大的价值连锁并继续寻求机会进入相关业务的领域。
Reference Price:
26.02.2019
Price: RM 1.63
Rolling EPS: RM 0.2860
PE: 5.70
NTA: RM 0.71
Price/NTA: 2.30
PE*Price/NTA: 13.09
Undervalued: RM 1.60
Fair Value: RM 2.13
Overvalued: RM 3.20
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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