Reported 5 months ago
Taiwan's stock market faces international factors and correction pressure, leading mainstream groups to pull back for consolidation. With the focus on 'Ji', 'Hui', and 'Ping' concept groups in the third quarter, Sunny Optical (5274) and lens supplier Largan Precision (3008) are highlighted due to the backing from Huida and Apple. Sunny Optical's BMC is a major supplier of the new AI server-GB200, with expectations of increased intrinsic value as Huida's new generation GB200 series AI server demands BMC more than expected. Additionally, Largan Precision's profits in the second quarter exceeded expectations, with the anticipation of entering the peak season for mobile phone demand in the third quarter, resulting in overall demand slightly higher than previous estimates.
Source: YAHOO