Dan Danne's comment on D&O. All Comments
Dan Danne
6 Like · Reply
3.5 will arrived soon
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2 years · translate ·
ERC MUSIC
Danne, Just better abit , ya stable profit but price now is still alot hot money inside , give some times ard 3.30 sooner hehe
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Dan Danne
Eric, not chance for 3.3, haha
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ERC MUSIC
haha bcs good news new prime minister everyone in good mood , wait n see la even lower haah~
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Dan Danne
2moro is black friday, big sales is coming, price shooting up, haha
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Green LT
Danne-现在每个人很high DSAI 首相。今天profit taking 几个股，再漲的话，再解套一些股，收更多现金，等下一个机会。美股也一样的抄着。
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ERC MUSIC
突然想dufu慢点出业绩昨天公布业绩的话可能不至于现在那么惨，不过这两天也开始偷跑点了鹅鹅~
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Dan Danne
Green, in the mean time, its share price will have quite positive momentum, I assume it is due to dividend, after that price go down to 3.8
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Dan Danne
DUFU is different story, it is not the right time to buy in, the trend still bearish, but it will going up soon, be patience, haha
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Green LT
Danne-D&O still below SMA 200, I will only buy if price above SMA 200 for about 2-3 days, 4.20 is EP.
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ERC MUSIC
Danne what does makes u so confident that dufu price will go up soon ? hehe
izzit earlier of next QR of after ?? ; }}
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Dan Danne
What ever goes down will bounce up, DUFU financial report not showing negative figure yet, the only thing is earning decreased in certain percentage
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Dan Danne
D&O need to perform share buy back
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Green LT
Danne-Tesla USD125 买了，TP160.
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Dan Danne
Green LT, good to you, Tesla share price will increases gradually
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Green LT
Danne-我的意思是，没有等不到的價钱，只有没耐心的投资者。D&O, 我会慢慢等到2.80-3.50之间才建倉。
Topglove. 会掉到0.60.
1 Like · 2 years · translate
Dan Danne
Green LT, yes u were right, but if the price break 4.40, it will all the way up to 4.5 and 5.0, after that make head & shoulder pattern, price go down to 4,0
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Dan Danne
Forget about Topglov, hahaha
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Green LT
Danne-I bought Tesla EP125, 50 units, profit RM6.4k in 1 month now. Got a free breakfast again.
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Dan Danne
Green LT, Congratulation
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Green LT
Danne-as retails investor, earning tiny profit for pocket money.
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Green LT
Danne-any idea what happening on Ataims And Cypark?
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Dan Danne
Both are tricky stock, I only monitor it performance, never buy its stock. ATA lost the major customer, Cypark depend on govt investment on solar project, both company business future growth may turn to dawn for couple years, their share price shoot up on 2 days , 90% has been fried up, it is not longer bullish trend.
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Dan Danne
I saw DUFU share price would have potential to increase to RM3.5
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Dan Danne
If you look at Cypark and ATA cash flow, the fundamental seems not look so good
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Green LT
Danne-thank you for your reply. I managed to control my itchy hand, lucky never key buy.
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Green LT
Danne- I will not consider DUFU because Intel just announced declining in PC market. Not enough fuel to push the price higher.
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Dan Danne
PC market trend up and down is just normal case, no doubt semicon industry will hv recession period. but the value of the chips required for PC and Phone still hot cake, i dont think it would slow down deeply
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Dan Danne
if u look at DUFU operation cash flow, it makes good result. but still need to monitor and aware, bcoz it top management are selling their share in couple day ago, something need to take note.
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ERC MUSIC
don't know why still consider PC market sell , big piece cake at data centres database , for long term Invest ppl look for industry 4.0 digital age alot things will switch to digital and automotion...those big enterprise / Blockchain system /cloud storage/ccryptocurrency consider very large data need to store , not just only consider PC market personal use loll.....
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Dan Danne
ERC, who dont know that? we are talking about PC market, not overall market that Chips set could penetrate, cheer up a bit, lol
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ERC MUSIC
ok loolll~~but some ppl doesn't know that
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Green LT
I will wait for AMD QR next week. Let’s see the PC outlook.
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Dan Danne
AMD technology is lagging to Intel, now TSMC is the market big boss for smart phone chips, AMD focus on gaming PC.
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Green LT
TSMC-No No for Taiwan, political risk. Will buy AMD if price touch USD60.
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Dan Danne
Alright, Good Luck
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Shabee
time for harvest...
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Dan Danne
5.1 is the best harvest price
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Nick Ong
Danne, lets wait and see
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Dan Danne
Sure, im ok
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Shirley Shirley
My average price is 5.36 haha waiting....
1 Like · 2 years · translate
Green LT
Danne-Tesla EP 125, 50 units, sold this morning 194, realized profit RM14.8k. Lesson learned, never buy expensive stock, so that u can maximum your profit.
D&O too expensive, waiting 2.8 - 3.5 EP.
1 Like · 2 years · translate
Dan Danne
Green, buy follow the trend, if the trend bullish, eventhough the price is expensive, it will still hv potential going up, the only matter is how we trade.
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Dan Danne
3.5 might be happen if trend going to bearish, but not this month
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Dan Danne
I expect will drop to 4.6 and then make a U-turn trying to break 5.0 resistance.
3 Like · 2 years · translate
Green LT
Danne-Risk/Reward ratio 30% vs 4%, not worth to buy at 4.60.
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Dan Danne
Understand, I just expect the pullback price will be 4.6, and then the price make a try to break 4.9
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ERC MUSIC
when QR? careful here Is danger ~
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Shabee
4.91 sold hoseh...
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ERC MUSIC
shabee which dimension space u at ?
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Dan Danne
4 91 sold? dont regret later up to 5.1, haha
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ERC MUSIC
u all which dimension space again , here Is danger PE 60 already run before it's late
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Dan Danne
Tech stock PE always higher one, not meaning is danger, if the PE lower, then u should afraid
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ERC MUSIC
expecting coming qr not good so is danger here
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Shabee
3.5 miss liao. then in rm4.30 now sold d
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Dan Danne
Expected next QR will not be good
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ERC MUSIC
ppl expected next qr not be good at the same time keep push PE higher haha
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Green LT
Kobay QR drop, price drop about 9%. D&O will??
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ERC MUSIC
PB 5Y median 3.61 x 0.6194 (Book value)
=2.23(fair value)

good company give 30-40% premium
= 3.00 roughly mmnnnnn well~
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Dan Danne
kobay is engineering company, D&O is LED manufacturer, both in different market.
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Dan Danne
Take a look at OSAT and Engineering related stock that depend on semicon cust, mostly affected by tech downtrend
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Dan Danne
4.6 is support i presume, 4.9 is the resistance, once break the resistance, it will go up 5.1. it may take month to react.
1 Like · 2 years · translate
Green LT
Danne- hit and run. Don’t hold long long. Low production capacity utilisation…..
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Dan Danne
do not panic, stay calm, follow the trend, negative news is good news, stay tune.
1 Like · 2 years · translate
Dan Danne
we know it share price already hit the top, it is the pullback time
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ERC MUSIC
give another calculation, if expected this coming qr not good say 20m thn in total 22y profit 82m

82m ÷ 1237m total shared x PE50
(as Danne u said tech stocks always high PE thn I give higher expectation PE50)

=rm3.30 ...run lo lolll
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Green LT
ERC-normal tech stock PE=30, what will be the price then?
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Dan Danne
3.3? not this time, the ESOS is 3.5, below the issue price, do u think possible?
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Dan Danne
the PE would remain at 56, tonight Nasdaq going up, D&O may be going green again
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Dan Danne
PE 30 is meaning that the company or market is badly shrinking, i dontt think LED market going lower in future, D&O produce LED for automotive
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Green LT
Danne- low production capacity utilisation, just be cautious in your investment.
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Dan Danne
yup, understand, thanks for sharing
1 Like · 2 years · translate
ERC MUSIC
follow same calculation above change PE50 to 30

PE30 is normal range but I agree good company easy reach higher than normal range bcs some hot money short term players joined push PE higher , but end still need back to company yearly earnings to know where it is the fair value
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1 Like · 2 years · translate
Dan Danne
if you look at the tech stock that supply equipment, most of their share price plunging, due to semicon supply chain shrinking.
1 Like · 2 years · translate
ERC MUSIC
no run yet ?? RSI half way only to down turn run loll~~
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Dan Danne
Go ahead , go down more, i waiting
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Nick Ong
Coming soon
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ERC MUSIC
Danne what is ur tp ? PE looks still too high ~~
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Dan Danne
Normally the share price will shoot up
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ERC MUSIC
at least lower abt another 5% thn will rebound
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Dan Danne
I est 4.3 is the support point, maybe rebound 7% in 2 days
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Firash Ahmad
mau beli murah pun tak ada peluang...
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ERC MUSIC
yet to touch fair value so fast insert hot money ?
must be oversea investors goreng cos it is still cheap to them haha
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Dan Danne
consolidation is finish, now is.the round of price go up
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ERC MUSIC
PE77++hahahahaha
everyone put ur hands up~~~
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Dan Danne
Double thumbs up, hurray
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Dan Danne
2moro try again break 4.7 resistance
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ERC MUSIC
back to reality
PE 73++ still far to fair value
everyone hands and legs up~~~
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Simks Sim
PE 30+ reasonable value.
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ERC MUSIC
u need give forward PE for D&O 30+ is low , high demand in future EV for sure
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Gabriel Khoo
high demand but very competitive. more capacity is ready in 2024 margin will normalize
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Dan Danne
D&O depend on China market, but currently not yet fully open travel, another issue is Strong US dollar.
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Firash Ahmad
hentam jika sampai RM3.50
1 Like · 2 years · translate
Dan Danne
the D&O employee will kill their boss if drop below 3.5, hahaha
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ERC MUSIC
smart D&O employee ady sell their ESOS tickets when ard PE8+ cos over value at the moment , hold the cash and aim PE normalize only buy back lol
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Dan Danne
Do u know that ESOS holder cannot sell their stock on hand with certain period? ESOS got rules
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ERC MUSIC
oh this rule I don't know , I'm still fresh in stock market , learned thing thanks sharing
but so pity see over value cannot sell haha
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Dan Danne
D&O, Eps drop, PE high, my estimation it would going up to 4.5, not now, MACD still turn downward.
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Simks Sim
Dream become true soon
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Dan Danne
not the right time yet
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ERC MUSIC
this time go under MA200 ady ~~~~
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