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SMIC is the largest and most technologically advanced manufacturer in mainland China, and the fourth largest foundry in the world, with a 6% market share, second only to TSMC (2330-TW), Global Foundry and UMC (2303-TW). ). SMIC is blacklisted. Although it has not yet been confirmed, based on Huawei’s experience, if SMIC is unfortunately on the US blacklist, it will be negative for SMIC. After all, customers can diversify their orders to avoid risk. Other smelters, UMC and Hua Hong Semiconductor, TSMC, World Advanced (5347-TW), Samsung of South Korea are all beneficiaries.
In addition to Taiwan’s semiconductor supply chain expected to benefit, Taiwan’s NOR chips also benefit indirectly, as SMIC also supplies NOR chips for Apple AirPods to mainland-encoded flash memory (NOR Flash). The market is concerned that the NOR chip needed by Apple will break and orders are expected to shift to Macronix (2337-TW), Winbond (2344-TW) and other Taiwanese manufacturers.
Wanbao Investment Gu Chen Zirong pointed out that the trade war that is raging between the United States and China is not necessarily a bad thing for Taiwanese manufacturers. Related Taiwanese manufacturers are expected to usher in a wave of order transfers. The effect of Huawei’s ban on early recall and electronic peak season, we will do so in August The value of exports has seen great growth, exceeding US $ 30 billion for the first time to US $ 31.17 million US dollars, setting a new monthly record in history and the highest record since July 2018. It is the first time since the epidemic that there have been two consecutive red exports after the epidemic. Five important records, including: monthly export value, electronic components export value, audiovisual and information communication products export value, export value to the United States, etc., all set a new all-time record in a month; the fourth quarter of the electronics industry is the traditional peak season, Thanksgiving Day, Christmas During peak consumer season, semiconductors, NOR chips, information and communication components, etc., this type of industry is also expected make another wave. This year’s export high is expected to fall in the fourth quarter.
Wanbao Investment Gu Chen Zirong pointed out that if you continue to follow my article, you can often take a long-term investment perspective. Last week, the funds were transferred to the over-the-counter market and they informed everyone in advance that the funds should be transferred to the over-the-counter market. However, Taiwan shares have recently deviated in volume and price. The stock turnover speed is too fast and the individual stock adjustment speed is also fast. In short-term operations, you still need to be smart. Some good stocks may not rise immediately at this point, but individual stocks are growing high and the tracking gold flow will not back down. After consolidation, there is a great chance that it will go up.
For example, Canghe (6538-TW) shared with you on Monday (7/9) closed at 274.5 yuan on Tuesday, an increase of 6 yuan, or 2.23%. After finishing these days, the investment letter has been bought continuously for almost half a month. The flow of gold will not recede, and it is not ruled out that there will be a great market wave, wait and see; Furthermore, the Titanium (8027-TW) shared last Friday (4/9) received 74.1 yuan on the same day, and the highest on Monday was 78.9 yuan, up 6%. ; There’s also Zhishenke (4551-TW) which was previously shared on 8/25. Zhishenke received 191 yuan on the same day, and the highest so far is 215 yuan, which is an increase of 13%; This is the use of trading tokens to select stocks and match technical analysis. Buy some and trade according to this discipline. See 9/4 “Foreign Equities Transferred to the OTC Market as a New Bright Spot?”
Wanbao Investment Gu Chen Zirong pointed out that, however, I still have to remind everyone that short-term trading is not suitable for everyone. So when the weighted index is compared to the quarterly line, some high-quality stocks have already been ahead of the broader market. In the past, the index was at 13,031 points. , This type of stock is the leader, and now the index is testing the quarterly line, and then it is combined with the boastful words of the President of the United States, Trump: the President of the United States, Trump, said in early August that the epidemic is expected to come out around November 3, and that day is also America’s 2020. On general election day, Trump emphasized that this is not for the election, but to save more precious lives. Whatever happens, Trump’s ambition to rescue the market is vigorous and beneficial to the stock market.
When value-oriented stocks return to reasonable or even undervalued prices, it is time to make excessive profits. We will continue to look for potential stocks that have good industry outlook, good tokens, and are expected to become legal entities by the end of the quarter. Share it.
MediaTek (2454-TW) is a leading manufacturer of mobile phone chips. The 5G flagship chip, Dimensity 1000C (Dimensity 1000C), was adopted by LG Velvet 5G full-band smartphones and cooperated with T-Mobile, a 5G telecommunications systems provider in the United States. Dimensity 1000C has also obtained the certification of the Netflix AV1 HDR audiovisual standard, which can support Netflix and YouTube to decode and enjoy audiovisual streaming in AV1 video format. MediaTek is estimated to see 21 yuan in EPS this year. Due to the high growth stage, the market offers a high price-earnings ratio, and the share price has a chance to return to the 700 yuan mark.
ASE’s SiP momentum (3711-TW) accelerated in the second half of the year, driven primarily by Apple Watch, and this year’s new AirPods Pro, AiP (antenna packaging), and other businesses. ASE’s EPS this year is estimated to be about 5 yuan, and the current price-earnings ratio is about 12 times, and the historical average is about 15 times. The share of foreign stocks has dropped to 70%, to a record low. The investment value has emerged, and the share price has a chance of exceeding 70 yuan.
Quanta (2382-TW) and Wanda and Rakuten are in process. Rakuten 5G is expected to hit the road as early as the second half of this year. In addition, it has also been verified with British Telecom (BT), Deutsche Telekom (DT) and Telefónica (Telefónica). Quanta’s Wanda data center customers cover four major data centers in the United States, including Amazon, Facebook, Google, and Microsoft. This year’s operations are expected to grow to double digits; Quanta’s EPS this year is estimated to be as high as 6 yuan or more, with a P / E ratio. To increase the space, after adjusting the stock price, challenging the previous high of 85 yuan is not ruled out.
Of course, there are some good stocks that still have a short-term token advantage under high-level index swings, including related stocks like AI and 5G. However, due to limited space, go straight to the fan club and take a look. The public, there is help.
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