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Wanbao Investment Gu Chen Zirong pointed out that in the new year, Taiwan shares will be very hot and will rise directly to 15,000 points without looking back. The prices of the indexed shares TSMC (2330-TW) and MediaTek (2454-TW) remain stable standing together. At an all-time high, Hon Hai (2317-TW) lost one hundred yuan. Even Wang Darling (3008-TW) stock, which was silent for a long time, was also up 5% during the session. In total, thousands of shares rose on the intraday market, which made many investors. Laughing happily.
Although enthusiasm from Taiwan’s reserves has temporarily swept away the haze caused by the entire year of the epidemic last year, the threat of the epidemic has not really abated. The variant of the new corona virus that appeared late last year has so far had at least four mutations, and the infection rate has been faster. Scientists estimate that the infectivity of the variant virus strain is at least 56% higher than that of the original virus strain, including the United States, Europe, Singapore, China, and even Taiwan. This news caused more panic, but it also means that people’s sensitivity and demand for their own healthcare will continue to rise significantly, part of which can also be seen in the analysis of the sales of wearable devices last year.
According to the IDC survey, global sales of wearable devices are estimated to reach 396 million units in 2020, an annual growth of 14.5%. Among them, ear devices accounted for 59.2%, followed by medical and health-related smart watches with 23.1% and bracelets for 17.1%; the annual growth of ear devices and watches was 68% and 32%, respectively. And the supply chain related to handheld devices is the most obvious beneficiary of the group of operators and, among them, the demand for SiP operators with packaged systems is even higher.
The SiP carrier board is light, small and thin, suitable for use in wearable devices and has a wide range of applications, including TWS (True Wireless Bluetooth Headphones), smart watches, heart rate regulators, camera modules, AR, etc. ., are very suitable. The market has also recently reported that Apple may launch a new TWS this year. The new product will use a flex plate plus a SiP backing plate design to replace the previous rigid-flex plate. Therefore, as Zhending-KY (4958-TW), Taijun (6269-TW) and Huatong (2313-TW) have reported on the design of the module manufacturing process and the production of high flexibility boards to attack the market .
Wanbao Investment Gu Chen Zirong pointed out that in addition to the demand for SiP substrates, ABF substrates are also open to business opportunities. Manufacturers are still full of orders to accelerate the expansion of production. Yield has been booming from last year to this year, and the share price is even redder. I have shared with you many times that the stock prices of Nandian (8046-TW) and Jingsus (3189-TW) have continued to rise sharply. On Monday (1/4), Nandian hit the rising limit again and Jingsus was up 5%.
Recently recommended to everyone, including 10/12 Zyxel Holdings (3704-TW) the stock price increased from 26.75 yuan to 41.6 yuan, an increase of 14.85 yuan, an increase of 56%; 12/18 Taiwan Watch Branch (6278-TW) the stock price increased from 124.5 yuan Raised to 138 yuan, an increase of 13.5 yuan, an increase of 10.84%; Most recently, Wen Mao’s share price (3105-TW) recommended by 12/31 rose from 346 yuan to a high of 375.5 yuan, and increased by 29.5 yuan, an increase in just one day of negotiation. 8.53%.
Wanbao’s investment advisor Chen Zirong noted that as Taiwan stocks continue to advance, although the overall environment remains optimistic, investors are advised to be cautious in their trades, select high-quality stocks, and mix their tokens. with opportunistic designs, so they can earn indices and stocks. , A win-win situation for the face and lining.
Taiwan County (6269-TW) announced a major design overhaul of Apple’s mobile phone battery backplate, replacing the soft and hard board with SiP combined with a modular flexible board design. Taiwan County has an additional capital expenditure of 6.7 billion yuan, expanding production across the strait and high-end modules. The production capacity is mainly located at the Kaohsiung Hefaxin plant. Trial production is scheduled for the first quarter, and production capacity in the second quarter gradually opens. Expansion in the third quarter will contribute to performance; the Kunshan plant is a late stage process expansion and is estimated to be 2 or 3 later than the new Kaohsiung Mes production capacity; For the expansion plan, the county of Taiwan intends to issue BCE 150 million US dollars.
Jialianyi (6153-TW) Due to Huawei’s ban, Samsung’s foldable mobile phone market is estimated to increase to 88% last year. Jialianyi’s performance is expected to continue; Jialianyi’s first order for Apple’s iPhone 12 TWS is AirPods series New entrants Gujia Lianyi to get AirPods 3 earphone soft plate orders. Orders expected to contribute significantly to second quarter revenue and profit; profits will return to the soft plate supply chain of Apple’s full product line. Jialianyi Apple’s revenue is estimated to grow at least twice this year, and net earnings per share (EPS) is expected to reach more than 5 yuan.
Jingsus (3189-TW) BT and ABF are in short supply and orders are full. In the fourth quarter of 2020, two main product lines will see a wave of price increases. With Xinxing fire transfer orders, Jingsus revenue in the fourth quarter of 2020 Expected quarterly growth is more than 12%, which is better than expected; BT support boards account for about 50% of revenue. The production line in the first quarter of this year has been fully loaded and ABF backing boards accounted for about 25% of revenue. Orders have been seen in the third quarter; Benefited Demand for handheld devices is increasing and SiP backing board for packaged system expected to increase revenue; Capital expenditures are expected to rise from 6 billion yuan last year to 7 billion yuan this year.
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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