All Comments on D&O Reload

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Tiong Simon
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1.16买入手看看 1.14跌破就卖
Lilly Ang
我等跌破1.10再进场 ~
Like · 19 hours · translate
Win Concrete
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等回到两三毛就可以买几百粒粒收藏
AD YG
怎样的Pusing 新闻 可以说说看呗
Like · 4 days · translate
李学和
Epf
国家队
不停在买入
从5月尾到6月

我认为一定还有戏
只是入手价要安全点
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Like · 3 days · translate
Derek Hum
1 Like · Reply
完了完了完了完了完了完了完了完了
Elton Chan
PE51, 还不如买英伟达?哈哈哈
Like · 1 week · translate
Alpha Beta Gamma
Aberdeen 还有 EPF 一路加码
Like · 6 days · translate
Hong Chew Eu
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Growth Without Profit? Mapping D&O's Strategic Reset

D&O Green Technologies is a vertically integrated automotive LED solution provider, evolving into a one-stop platform for smart automotive lighting systems. A key innovation is its seddLED - the world’s first smart digital automotive LED that integrates both LED and IC within a single package.

Over the past six years, D&O achieved a 13% CAGR in revenue, yet PAT grew at only 2% CAGR. This discrepancy is largely due to a significant decline in gross profit margin, which dropped from 28% in 2019 to 20 % in 2024, although partially offset by improved Selling, General, and Administrative efficiency.

The margin erosion stemmed from several factors - less favourable product mix, rising input costs, higher depreciation and overhead, industry pricing pressure and foreign exchange volatility.

These structural and external challenges weighed on profitability, despite strong topline performance. It is no surprise, then, that ROE in 2024 is roughly half of what it was in 2019.

However, the outlook is not entirely bleak. While gross margins remain below historical levels, D&O’s strategic pivot toward higher-margin products, deeper vertical integration, and sustained investment in automation are showing early signs of a turnaround.

A sustained recovery will hinge on scaling production volumes, cost stabilization, and market acceptance of its advanced offerings. Given this context, it is clear why D&O falls into the Turnaround quadrant in the Fundamental Mapper.

If you are looking for deeper investing insights into the semiconductor sector on Bursa, don’t miss our upcoming podcast on 5 June — “AI & Global Demand: Fueling the Next Chip Rally?” — where we explore investing opportunities for Malaysian semiconductor stocks.

Date: 5 Jun 2025 (Thur)

Time: 8:30pm

Where: https://www.facebook.com/xifu.my
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pang
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不要错过机会 他的历史是业绩不好股价暴掉 隔天就慢慢涨回。反而业绩好 开市先涨过后就掉 只要是风在枪口上
低买高卖就是这样操作
套路套路
。。。。
Melvin My
这价格,这eps,这卷行业,呵呵…good luck
Like · 2 weeks · translate
Lilly Ang
D&O的市场份额应该没什么减少吧。营业收入还能维持RM2亿以上
Like · 2 weeks · translate
Jason Teh
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明天机会来了!!!!hoot9e
Jason Teh
在等一个机会
你们准备子弹了吗?
Like · 2 weeks · translate
Jason Teh
真的下来了 再等等…..
Like · 2 weeks · translate
Jason Teh
3 Like · Reply
Buy at 1.29 sold at 1.53 thxxxxx D&O
Green LT
也不知道怎么算的,EPS=2.31, 哈哈哈。
Like · 2 weeks · translate
Green LT
如果不是有3.3mil forex gain, 公司是亏損大概3mil.
Like · 2 weeks · translate
muhammad hidayat
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seronok nya
Umar Tarmizi
esok lg sronokkkkk.,
1 Like · 2 weeks · translate
Zero be Hero
1 Like · Reply
g.g .............coming soon
Choi Lin Wong
sir, still buying goods this soon high.
Like · 2 weeks · translate
Green LT
Jangan risau, sudah green dan naik kuat kuat. Orang kata saya pessimistic, beli beli beli sudah naik.ha ha ha…
Like · 2 weeks · translate
c l
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为什么这个季度net profit这么
Green LT
你去看看page 4的最后两段吧!
Like · 2 weeks · translate