Reported 8 months ago
華經（2468）於6月21日股價跳空上漲至27.75元，但受上檔压力，收盤價為27.6元，成交量大幅增加至1,453張，但結束為黑棒收尾，周線漲幅4.55％。此公司主要業務包括雲端運算、儲存暨備援、網路資安、AIoT等，預估受惠疫情後IT建置增加，將促進2024年業績增長。截至5月底，營收為9.08億元，年減18.18％，EPS 0.27元，年增49％。
Source: YAHOO
Reported 8 months ago
ABC-KY（6598）股價因新冠肺炎再度流行而連拉五根漲停，21日收33.6元，改寫新高，成交量4,878張；今年前五月營收1.47億元，年增5.7％，公司取得美FDA上市許可的20項呼吸道多元檢測套組（RPP），因COVID疫情引發全球對傳染疾病重視，預估檢測需求增加，下半年營運看好。
Source: YAHOO
Reported 8 months ago
The United States' measures to suppress China's artificial intelligence technology have escalated, aiming to block funding sources. The US Treasury announced a draft on June 21 to restrict or prohibit US funding for China's advanced technologies such as AI, semiconductors, and quantum computing to safeguard national security. The proposed regulations aim to regulate US investments in semiconductors, microelectronics, quantum computing, and AI, designating mainland China, Hong Kong, and Macau as 'countries of concern.' Despite the US government's comprehensive crackdown on technology, Chinese research institutions continue to be recognized by the international scientific community, as Nature Index Research Leaders 2024 shows seven Chinese institutions in the top ten, with the Chinese Academy of Sciences ranking first.
Source: YAHOO
Reported 8 months ago
群創（3481）傳出將出售旗下5.5代廠房給美光，加上面板級封裝話題熱，吸引三大法人連袂買進，導致股價強勁反彈。群創股價21日以漲停價15.6元作收，回到所有均線上，本年上半年營運穩健，累計前5個月營收約886.12億元，同比增加8.95％。公司下半年將開始量產面板級封裝產品，並展開第二階段擴產，預計今年可望轉盈。
Source: YAHOO
Reported 8 months ago
Senor (3005) benefits from the strong momentum in the rugged PC business, as well as the recovering PC industry, contributing to an optimistic outlook on future operations. With the introduction of new AI-ready rugged laptops supporting Edge AI, Senor aims to increase the proportion of AI products to over 50% next year, boosting growth. Its consolidated revenue for the first five months of this year has reached NT$14.605 billion, marking a 6.07% year-on-year increase and reaching a new high in nearly 18 years. The recent market trend has shown a positive sentiment, with institutional investors returning as buyers, bolstered by technical advantages and steady performance. More updates in Commercial Times include tax cuts extended until the end of 2024, StrongMate's push into electric vehicles with increased production next year, and New Tang's MCU price hike in Q1 of next year.
Source: YAHOO
Reported 8 months ago
On June 22, 2024, Southern Bank (2880) reported a May net profit of 2.018 billion Yuan, with a cumulative net profit for the first five months of 9.507 billion Yuan and an EPS of 0.7 Yuan. This year's net profit for the first five months increased by 15.53% compared to the same period last year. Southern Bank expects the overall profitability of the financial group to steadily progress and will dynamically adjust its operations and strategies. There was intense buying and selling activity by institutional investors, with foreign investors selling 42,260 shares, investment trusts significantly buying 92,777 shares, and proprietary traders buying 2,736 shares. Technical analysis shows Southern Bank's stock prices rose on the weekly, monthly, and quarterly trends and ended at 26.45 Yuan on the 21st, showing a 3.52% increase for the week with three consecutive weekly gains.
Source: YAHOO
Reported 8 months ago
Taipei, 22nd June 2024, 4:10 PM - In a Feng Yin Investment Analyst report, Gong Hong Bin mentioned that despite an expected corrective trend this week in the Weighted Index, there's no need to worry too much until the bullish gap is filled. Operating focus should be on small and medium-sized stocks like Hwa Rong (5328) and Jye Liang (3652) this week, along with Yuwei Tech (3580), Kinsus Tech (1785), and Yangcheng (3498). With the index at a high position, caution is advised to avoid chasing highs and opting for pullback strategies. The AI-driven power gap might benefit traditional industries like wind power and heavy electronics. Hwa Rong anticipates improved performance due to growing passive component demand in the latter half of the year, and Jye Liang is expected to see continuous growth in operations with the launch of the first 5G Android 13 industrial tablet. Yuwei Tech and Kinsus Tech benefit from growing demand for fan-out packaging, and performance growth, respectively, with revenue forecasts remaining strong for this year.
Source: YAHOO
Reported 8 months ago
Greatek (2406) has joined the trend of selling electricity, while its subsidiary Systek (3691) has benefited from a doubling of TOPCon slurry usage, leading to a strong performance this year. Greatek's stock price surged by 6.08% on the 21st, closing at NT$23.55, breaking through all resistance levels. The group aims to provide a one-stop service from power generation to electricity sales, targeting to reach 30MW by 2024–2025. Greatek established Greatek Energy last year to maximize the benefits of project investment and evaluation, and received a license in February, focusing on selling electricity by planning its own projects to expand site development and serve green energy users. With Systek's significant growth in solar energy conductive plasma shipments, Greatek's consolidated revenue in the first five months of this year reached NT$3.263 billion, a year-on-year growth of 95.7%.
Source: YAHOO
Reported 8 months ago
Several shoe manufacturers in Taiwan, including Pou Chen, Feng Tay, Geouy-KY, and Lai Yee-KY, are experiencing increased sales opportunities as the 2024 European Football Championship in Germany and the Paris Olympics approach. To meet the surge in demand, these companies are expanding production capacity. Geouy, specializing in sports and outdoor shoes, is gradually recovering from a sales decline and has set up new factories in Cambodia, Vietnam, and Indonesia. Lai Yee, surpassing Feng Tay to become the new leader in the shoe-making industry, is capitalizing on major clients like adidas, Converse, and more to seize the Olympic business opportunities. India and Indonesia, with their large populations, are becoming popular areas for shoe manufacturers to set up production facilities. Key players like Pou Chen are investing in new factories in India and expanding existing facilities in Indonesia. Feng Tay is also increasing its production capacity to support its overall operations, and Geouy-KY, a leading global football shoe manufacturer, is seeing a significant increase in orders due to upcoming sports events like the European Football Championship and the Paris Olympics.
Source: YAHOO
Reported 8 months ago
HuaTai (2329) saw its stock price consolidating between 58 to 63 yuan for the past two months, but recent boost from the AI server sector has strengthened the stock price again, reaching a high of 65.3 yuan on 21st. Despite closing at 62.7 yuan, the stock has successfully regained its seasonal line, with only the semi-annual line at 63.28 yuan as resistance. If the stock can break through the semi-annual line with volume support, it is likely to be driven by bullish momentum. HuaTai's IC testing business mainly focuses on NAND Flash testing, with major clients including Kingston and Quanta. The market is optimistic about the company's performance this year, especially with the expected global memory market recovery and the impact of COVID-19 on the semiconductor and automotive industries.
Source: YAHOO
Reported 8 months ago
Established for 6 years, Bao Jixiang Art Center provides a platform for young artists, aiming to showcase their unique styles and elevate their recognition. In addition to curating exhibitions in Taiwan, the center actively participates in international art events such as the Beijing Contemporary Art Fair, Shanghai ART021 Contemporary Art Fair, and others. Notable for promoting cultural exchanges, the center recently hosted a joint exhibition featuring five emerging Korean artists, fostering art interactions between Taiwan and Korea. Founder Yan, a renowned art enthusiast and collector, possesses a diverse collection including works by international artists like Vik Muniz, Yan Pei-Ming, and more.
Source: YAHOO
Reported 8 months ago
John Lin, China Equity Investment Manager at Union Board Group, observed on June 22, 2024, that four major industries in mainland China are benefiting from exports or national policies. These industries include domestic heavy industrial giants that have successfully expanded into export markets, advancements in agricultural biotechnology and agrochemicals, adoption of artificial intelligence in manufacturing, and the green energy transformation driven by China's push for carbon neutrality which presents opportunities in solar energy, energy storage applications, power transmission equipment, and renewable energy. The article also addresses the growing presence of electric vehicles in China and the impacts on traditional automotive manufacturers.
Source: YAHOO
Reported 8 months ago
E. Sun Financial Holding (2890) achieved a record high with a cumulative net profit after tax of 10.432 billion NT dollars in the first five months of 2024, marking a 34.4% annual growth. The earnings growth was mainly driven by the active capital market this year, with both banking and securities subsidiaries achieving their best performances ever. The stock price of E. Sun Financial Holding closed at 25.5 NT dollars on the 21st, with a weekly increase of 5.81%. Foreign investors bought 46,617 shares, investment trusts bought 1,934 shares, and proprietary traders bought 1,608 shares last week. Technical analysis shows positive trends, with the stock trading above weekly, monthly, and quarterly moving averages, prompting investors to continue to increase positions. Further reports from the Commercial Times include updates on the World Bank lowering mainland China's GDP growth forecast for this and next year, options for the remaining land of the Fourth Nuclear Power Plant, and Hopower Energy's push for green energy focusing on wind power, anticipating a prosperous year ahead.
Source: YAHOO
Reported 8 months ago
The U.S. presidential election heats up as the first televised debate between the candidates is set to focus on the issue of imposing tariffs, with concerns raised about the impact on the U.S. stock market. The debate will be held at CNN headquarters in Atlanta, moderated by Jake Tapper and Dana Bash, lasting for 90 minutes. Despite their differences on various issues, both current President Biden and former President Trump agree on raising tariffs, although their approaches differ in scope. Analysts warn that implementing tariffs could lead to retaliatory measures, affecting stock performance and geopolitical tensions.
Source: YAHOO
Reported 8 months ago
On June 22, 2024, Delta Electronics (1309) experienced a surge in stock price by 8.38% as a result of steady expansion into new markets and improved performance in May. This surge, along with increased trading volume, surpassed the yearly closing hurdle. With consecutive gains, the stock reached a short-term high, marking a total increase of 19.08%. Delta's efforts in expanding overseas markets, particularly in India, Egypt, Southeast Asia for ABS, and Central and South America, Africa, Middle East for GPS products, have started to yield positive results. With ABS and PS markets showing strength, the company saw a 34.88% year-on-year revenue growth in May and a 16.48% increase in revenue for the first five months of the year.
Source: YAHOO
Reported 8 months ago
Due to a sluggish market and strict supervision by the China Securities Regulatory Commission, IPO activities in the mainland Chinese stock market slowed down in the first half of this year. An Ernst & Young report revealed that 44 companies went public in mainland China, raising 32.9 billion yuan, marking a 75% and 84% decrease in the number of IPOs and funds raised, respectively. The report also indicated a decrease in the number of companies in the IPO queue, with 97% of terminations being voluntary withdrawals. With regulatory policies tightening and the government raising listing requirements, the IPO ecosystem is expected to undergo transformation, according to professionals. Additionally, Deloitte's latest report estimated a 70% decrease in both the number of A-share IPOs and funds raised in the first half of the year. Hong Kong stocks also experienced restraint in the issuance and fundraising amounts due to high interest rates and a slowing global economy.
Source: YAHOO
Reported 8 months ago
JLR Taiwan's authorized dealer, Master Win, has opened the Jaguar Land Rover flagship showroom and service center in Taichung on June 22, 2024. This new center, with a total investment of 800 million NTD, is the second flagship location in the Greater Taichung area and offers a high-end brand display area and professional service garage for Range Rover, Defender, and Discovery models. Positioned in a prime location in Taichung's Tanzi District, the new flagship center embodies JLR's latest design concept, aiming to provide customers with a modern luxurious experience and showcase the charm of the mentioned brands. With 4 floors and a total area of 1,800 ping, the center features 12 new car displays and elegant reception, customer lounge, and meeting facilities on the first floor, creating a spacious and bright interior space with a touch of British elegance.
Source: YAHOO
Reported 8 months ago
Scholars studying 'information asymmetry,' recognized with Nobel Prizes in Economics in 1996 and 2001, delve into the recent intense disagreement between dairy farmers and the Ministry of Health and Welfare over the revision of dairy product labeling regulations. The article discusses the stability and advancements in the local dairy industry, improvements in milk quality, competition with imported dairy products, issues with the current labeling regulations, and the need for clearer information disclosure to promote fair competition and protect the domestic dairy industry.
Source: YAHOO
Reported 8 months ago
Analyst Zhong Kunzhen from Moore Investment Consultants pointed out that last week, the Taiwan stock market continued to hit new highs, with TSMC peaking at 984 NT dollars and the second largest weighted stock, Hon Hai, reaching above 2 NT dollars after 16 years. The market trend shows large-weighted stocks leading the rise, with mid and small-cap stocks following suit, indicating a healthy rotational market. Selected stocks for the week include New Han (8234), Golden Rain (4503), along with Power Logic (3044), Qisda (4908), and Unimicron (2406). New Han, driven by Nvidia, focuses on robotics, with inventory almost cleared out, expecting continuous growth in the third quarter and exceeding last year's revenue. Golden Rain will collaborate with Hon Hai to develop AI robots, incorporating manufacturing of server chassis, gaming machines, and smart vending machines. Power Logic reported a strong first-quarter profit of 1.84 billion NT dollars with an EPS of 3.5 NT dollars, approving a dividend of 7.5 NT dollars. Qisda has been attracting investor attention, with its stock price rising by over 30% in the year. Unimicron is included in this week's stock picks due to hopes of a recovery in the solar energy industry. The Taiwan stock market outlook warns of profit-taking at the end of the month given the continuous rise in the weighted index. TSMC's current order visibility indicates an estimated EPS of around 50 NT dollars in 2025, with a reasonable P/E ratio of about 20 times, suggesting a fair value of around 1,000 NT dollars. It is predicted that TSMC's approaching the 1,000 NT dollar milestone will lead to fluctuations. Apple concept stocks are expected to benefit from the anticipated increase in sales of the iPhone 16, with revenue rising accordingly. Stocks with higher exposure to Apple, such as lens manufacturer Largan Precision, PCB companies Unimicron and Tripod Technology, are poised for potential upward movements.
Source: YAHOO
Reported 8 months ago
As inventory clearance comes to an end and the traditional peak season in the third quarter approaches, passive components manufacturers are gearing up for an increase in utilization rates in the second half of 2024. Giants like Yageo, Walsin Technology, Shenzhen Esuntek, and Chilisin are expected to see higher utilization rates than the first half, aiming to reduce fixed costs and boost profit performance. With the depletion of channel, OEM, and end-customer inventories, the industry anticipates a one-quarter extension of the inventory replenishment wave, especially with the upcoming peak demand season for smartphones in the second half of the year, driving further growth in production rates for passive components.
Source: YAHOO
Reported 8 months ago
On June 22, 2024, the global stock market saw a surge, particularly in Taiwan, with leading stock TSMC driving prices towards significant milestones. NVIDIA's stock split continued to rise, surpassing Microsoft and becoming the largest corporation globally. Foreign institutions are optimistic about TSMC, with target prices exceeding NT$1,000. Amid debates on stock evaluations, international capital inflows suggest upward potential. Investment professionals recommend warrant trading strategies to hedge against potential market volatility.
Source: YAHOO
Reported 8 months ago
凱基投顧董事長朱晏民解釋AI PC時代來臨，微軟推出搭載Qualcomm Snapdragon X Elite晶片的Copilot+PC，預估全球PC出貨量持續增長且AI PC年滲透率將提高。AI PC將帶來零組件規格升級，如需搭載40 TOPS以上的NPU，記憶體、連接器、電源供應器等需進行提升，帶動相關供應鏈商機。
Source: YAHOO
Reported 8 months ago
There is a kind of miracle that can easily appear in the career field on June 22, 2024. Leos need to open up their thinking, observe, and accept market information. Let this information resonate with their inner thoughts, and start facing affairs with a learning attitude. This week is not suitable for major changes. Even if they occur, it is wise to observe and think carefully. When it comes to investing and seeking wealth, electronic high-tech stocks are still worth paying attention to. Lucky items and colors: pearls and milky white. Lucky numbers: 6, 7, 1, 4, and their combinations.
Source: YAHOO
Reported 8 months ago
On June 22, 2024, Zhang Ruiyi reported that QiGuan's (6285) stock price reached a high of 173.5 yuan at the end of last year, and after nearly half a year of consolidation, the stock price rose by 5.59% on the 21st in an attempt to challenge the previous high. Despite not setting a new high in one go, the performance still drew attention as foreign investors made three consecutive buys, while proprietary traders also made two consecutive buys. The market remains optimistic about QiGuan's low-orbit satellites, 5G-related, and charging pile products. Regarding charging piles, QiGuan is targeting the assembly business opportunity for charging pile units, with rumors circulating in the market that QiGuan has secured orders from a major North American charging pile manufacturer, which is expected to boost operations this year.
Source: YAHOO
Reported 8 months ago
Taiwan Transportation (2617) stock price experienced a pullback after failing to break the 40 yuan mark, but stabilized with the support of the 5-day moving average and saw a 2.98% increase to 37.9 yuan on June 21. With technical indicators showing favorable signs for the bulls, the bulk shipping market rates are steady. The addition of four new ships and contract renewals will boost revenue, with three more new ships expected this year, bringing the fleet to 23 vessels. Optimism is high for Taiwan Transportation's operations, which also benefits Yang Ming Marine Transport Corp (2609) as a major shareholder, indicating the potential for cash dividends. Additional developments include advancements in the semiconductor industry, Guangda's 5G network and AI capabilities, and progress in digital currency regulation in the US.
Source: YAHOO