Reported 10 months ago
Goldman Sachs visited Quanmax, one of the 'cooling giants,' during COMPUTEX and met with the management team, predicting that the company's revenue will increase each quarter and that next year, liquid cooling revenue will double this year. They believe Quanmax, a beneficiary of the liquid cooling trend, can provide comprehensive solutions due to its diversified production base and diverse customers. Therefore, they rated a 'buy' with a target price of 1,026 yuan, emphasizing the significant growth potential of Quanmax's earnings per share (EPS) from 14.1 yuan last year to 19.53 yuan this year, and reaching 31.1 yuan in 2025 and 45.75 yuan in 2026, with an estimated 53% EPS growth rate by 2025 and a forward-looking target price of 1,026 yuan for the coming 12 months, making it the highest among domestic and foreign institutional investors.
Source: YAHOO