Reported about 1 year ago
Investment experts recommend focusing on stocks like Weichih, Kunyin, and 11 others with small market capitalization, institutional investors accumulating shares, and double-digit revenue growth in June, categorizing them as 'small and beautiful' stocks. With the bullish momentum in the Taiwan stock market, particularly in small and mid-cap stocks, the index continues to reach new heights. Key companies like Weichih and Kunyin are showing positive indicators due to factors like small market capitalization, significant institutional buying, increased trading volume, and strong revenue performance, leading to expected price increases. Companies such as Taiwan Optical, All New, Original Phase, etc., are mentioned as standout performers meeting specific criteria, showing strong potential in terms of chip, fundamentals, and funding. The industry outlook is positive, especially in areas like AI servers and 400G switches, driving companies like Taiwan Optical to outperform expectations in the second quarter. As the iPhone stocking season approaches and demand for high-speed transmission increases, companies are expected to see revenue growth in the third quarter around 30%. Overall, the article highlights the strength of these 'small and beautiful' stocks and their potential for future price appreciation.
Source: YAHOO