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I have yet to see a Msian company rise back to original levels after a sudden plunge within a year, esp. with huge debts. Not when investors cant clearly see what is Zetrix's real business is & where is business growth coming from.
Zetrix could rise back to 40sen levels though, as its highly oversold & some have bought cheap tickets around 20sen waiting for quick profit.
Jinlongkeji, I'll continue holding for few years to recover. My price is RM16. Stock is highly oversold. Carlsbrg is still a solid company with no real competitors.
Interesting that DUFU's customers, Seagate & WD reached all time high then dropped, while DUFU haven't reached all time high. One reason is RM strengthening agst USD will reduce DUFU's profits.
Will Dufu reach all time high soon? Or do investors need to wait many years later, when HAMR becomes more common? No idea it'll happen soon or later, but DUFU's best is yet to come.
SSD is about 18x more expensive than HDD now. HDD demand will be high, unless China ramps up production of SSDs. Although China companies make SSD, none can make HDD.
DUFU's risk is customer concentration & improvement in global memory shortage crisis. As DUFU has risen 60% since Jan 2026, a lower price entry is preferred for me.
RM1.20 is an attractive price point from value investing perspective. On the other hand, I noticed Padini's clothes recently raised prices but quality isn't as great as before. Not sure other customers continue to buy Padini or not, with many online alternatives.