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Biden was elected president of the United States, and the Senate and House of Representatives continued to divide, and the possibility of tax increases and the separation of major technology stocks diminished. The result of the United States general election appears to be the most welcome on the market. The funds quickly returned to the stock market. The Fischer Index and Taiwan stocks hit new highs in succession. In the Biden era, the stock selection trend will also change.
Wang Rongxu, an analyst at Wanbao Investment Consulting, said that Biden advocates for renewable energy. Some funds have been betting on solar energy, wind energy and electric vehicles in advance. Now is the time to find the next main target.
With the inauguration of Biden, the tension with China is expected to subside, but the trend of the technology war between the United States and China remains unchanged. In October, I analyzed in a column that I was optimistic about the IC design group that has been classified for three months. For example, Liji (4968) is a potential stock that benefits from the relaxation of Huawei’s ban in the United States and China.
Before the election, some manufacturers were approved to supply non-5G core technology products from Huawei. After Biden takes office, he has a chance to further relax Huawei’s ban, helping bring Huawei’s supply chain back to life. Still, China’s beautification trend remains unchanged, so companies with tech capabilities that can replace American manufacturers will have both sides.
Liji is a radio frequency component design company. Revenues from radio frequency components for WiFi accounted for more than 90%. The main customers are Asus, Huawei, Samsung and LG. After failing to send Huawei, other manufacturers such as OPPO, ZTE and Xiaomi have orders Come closer, complete the order immediately, the current demand is still greater than supply,
The amount of film production has not decreased, and testing machines have been added in China. Market share is second only to Skyworks and Kovo. It is one of the few IC design companies in the world that can provide RF WiFi interface components. It benefits from a high degree of beautification and is also the future beneficiaries of the relaxation of the Huawei ban.
Wang Rongxu, an analyst at Wanbao Investment Consulting, also noted that the expansion of fiscal spending and infrastructure construction after the US elections is conducive to economic recovery and rising commodity prices. Since October, I have reminded readers many times that shipping is a leading indicator. The freight rate for container ships has skyrocketed in the third quarter and remained high in the fourth quarter. The container and warehouse shortage will continue into next year, and Container Sanxiong’s performance is expected to improve next year.
Both Wanhai and Evergreen have passed the 10-year line, while Yangming is still below the 10-year line, and there is plenty of room for further growth. Commodities are bullish on Guoqiao, China and Taiwan Poly.
The China beneficiary PVC price exceeded a five-year high, and the utilization rate remained fully charged. Fourth quarter earnings are expected to be better than third quarter, and the US and China infrastructure benefit is also very high. Taiwan Poly (with shares in China, mother and child are expensive, and this month’s EVA foam grade products enter the peak season for fall and winter shipments, and solar grade benefits from the promotion of Biden of renewable energy, which is a hidden version of the solar stock concept.
Biden hopes to actively promote epidemic prevention in the future, which is beneficial for epidemic prevention actions. The demand for medical gloves is expected to continue in the first half of next year. NBR latex manufacturers in South Korea and Malaysia have successively increased their prices. Shenfeng’s recommended third-quarter EPS in the above column was up to 4.5 yuan, a quarterly increase of 40%, and the first three-quarter EPS was 9 yuan. It more than doubled and profits soared.
In the third quarter, there are also Haozhan and Taibo with EPS of more than 4 yuan in epidemic prevention. Haozhan’s P / E ratio is low, and its share price has recently reached an all-time high; Taibo pulled out of the high-end price tag of 309 yuan six months ago. Since October, the investment letter has been quietly covered and the turnout has been close to 4,000. It has also obtained the export license from Taiwan, with great export potential next year, and the market prospects are promising.
Wang Rongxu, an analyst at Wanbao Investment Consulting, said Biden’s big push in fiscal spending will weaken the US dollar. First, the funds flow into gold and virtual currencies. Second, emerging market currencies continue to appreciate, which is beneficial for asset stocks. As Bitcoin rises above the $ 15,000 premium, it is beneficial to the board card community.
Low-priced card stocks are mostly unprofitable, while high-priced ASRock benefited from AMD’s launch of new chips in the fourth quarter. The EPS is estimated to reach 11 yuan this year and 14-15 yuan next year. The price-earnings ratio is about 12 times, and the evaluation is low. , It is worth paying attention to the market outlook. There is more potential stock analysis, to be shared with LINE fan club readers. Welcome to join for free.
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Wanbao weekly
“Wanbao Weekly” focuses on the middle and high asset groups, focusing on Taiwan stocks, global stocks, futures, funds, real estate, art and boutique investments. It has been published so far and has been favored by investors in the investment community. It is a reference publication in the national securities industry. Every week, a group of journalists and research groups look for unfamiliar news first-hand and analyze global investment.
