Reported about 1 year ago
Morgan Stanley believes recent price fluctuations offer good buying opportunities for cooling giants Quanmax (3017) and Auras Technology (3324), with strong fundamentals supported by foreign investors. Quanmax's stable fundamentals and Auras Technology's outperformance compared to the market have garnered positive investment ratings from Goldman Sachs and Daiwa Capital Securities. Despite recent concerns over market demand shifts to liquid cooling, delays in GB 200 mass production, and surplus of liquid cooling components, Morgan Stanley's industry research shows Quanmax maintaining high-quality production flexibility and securing more orders, debunking financial model downgrades and presenting attractive buying opportunities amid recent price fluctuations. Quanmax's Vietnam plant's 3D VC mass production, recovering demand for general-purpose servers, and promising market share projections for liquid cooling products all point towards long-term growth prospects.
Source: YAHOO