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The topic of today’s report is “Memory and graphics cards are potential stocks sneaking around the net.”
Wanbao Investment Gu Cai Mingzhang emphasized that the richer the subjects, the lower the base period of the stock price is the 2021 stock selection criteria.
The red market opened on New Years Day, and the three kings of TSMC (2330-TW), Largan (3008-TW), Hon Hai (2317-TW) and IC MediaTek’s design leader (2454-TW) they led the market. TSMC increased last year. 60%, MediaTek rose 71%, not a low base period, but this year TSMC still has a capital expenditure of 620 billion yuan, a record. MediaTek surpassed Qualcomm to become the world’s number one mobile phone chip market, and the US government is expected to continue to hit new highs for mobile phone chips and other issues. However, Largan and Hon Hai fell 30% and rose 12% respectively last year, lagging behind the broader market and showing complementary gains, demonstrating the importance of a low base period.
In contrast, the only peso stock to open the red market on New Years Day was LTM (2303-TW), which was up 200% last year and was already a high base period. However, SMIC was approved by the United States and obtained mature process equipment. This year’s operations have grown to 8 OEMs primarily produce NOR Flash, power management chips and power semiconductors. The original price increase plan for related products can have variables. The 8-inch OEM vendor market will also change. 5347-TW) 8-inch wafer mills also fell. NOR Flash’s Winbond (2344-TW) and Macronix (2337-TW) also closed unexpectedly.
Taiwan stocks opened a red market on New Year’s Day, attacking 14,900 points, taking the political variables before Georgia’s senator election on January 5, challenging 15,000 points, carefully breaking the main barrier of 15,000 points and the pressure pop-up for profit taking.
Wanbao Investment Gu Cai Mingzhang emphasized that in the New Year’s Day red market, low-base stocks can be seen everywhere additional gains. Tesla soared 7 times last year, but Taiwan’s two stock tiers come from Tesla’s higher share of revenue and Tesla’s purest concept. Stocks and big (1536-TW) and BizLink-KY (3665-TW) did not work.
Heda had a negative salary last year, and BizLink-KY was up slightly 15%. However, the Tesla Model Y produced in mainland China was reported to have slashed in price, grabbing the market and hitting the target of 500,000 electric vehicles delivered last year. On New Years Day he opened a red market and a daily cap on both. To remind everyone, the price of the high-performance version Tesla Model Y has been lowered from RMB 535,000 to RMB 369,900, and the price has been lowered by RMB 165,100 or 45% to attack the mainland market. The Continental Tesla concept stocks led by the Ningde era benefited the most. The Ningde era rose by more than 10% during intraday trading, then set a new record. For the Taiwanese factory Tesla’s supply chain, the actual profit increase may not be as high as you imagine, and it will consolidate after short-term supplemental increases.
Last year, the LED population generally lagged behind. Although Everlight’s EPS (2393-TW) in the first three quarters exceeded 2 yuan, which exceeded 1.86 yuan in the full year of 2019, the price of The shares rose less than 30% last year. Optocouplers are optimistic, and this year Mini LED products have taken off and benefited. Macroblock (3527-TW) is the world’s largest LED driver IC. It belongs to Delta (2308-TW). However, the epidemic reduced the number of large outdoor LED signs last year. In the first three quarters, the EPS was less than RMB 1 and the share price turned negative. Macroblock’s small pitch LED driver IC entered the Samsung TV supply chain many years ago. As Mini LED and Micro LED technologies mature, it will strengthen the gap between Samsung and Macroblock. This year, Macroblock estimates that EPS will regain the strength of 5 yuan from the previous year, so the share price is above 100 yuan.
Wanbao Investment Gu Cai Mingzhang emphasized that, in fact, there are two potential stocks that have escaped the net.
The first fish to escape the net was the “memory.” It was reported that Samsung and Hynix would not increase capital expenditures on DRAM in 2021. This prompted a surge in the memory population that closed in US stocks last week. Micron shot almost 5% and Western Digital shot up. Almost 12% have written new band highs.
In the red market on New Year’s Day, Samsung Electronics jumped almost 3%, and its market value caught up with the TSMC, and Hynix rose 6%. Micron is expected to announce last quarter earnings and financial outlook this week to be optimistic.
DRAM’s Nanya branch (2408-TW) will also deliver good news, but the memory of Taiwan shares on New Year’s Day is out of touch with the international market and the real supplemental earnings are here.
The ADATA (3260-TW) module factory, EPS was estimated at 6.5 yuan last year, and it was estimated at 8 yuan this year, but the share price did not work out. It is speculated that the company has a large amount of UMC shares and is committed, but still profitable from the cost estimate. He overreacted.
Niche DRAM company Jinghao Branch (3006-TW) had EPS of 2.96 yuan in the first three quarters of last year, topping 2.52 yuan in 2018 and 1.78 yuan in 2019. Fundamentals improved. Last year, it was estimated at 3.7 yuan, a nearly 6-year record. New highs. Due to Micron’s power jump event last year, niche DRAM spot stocks soared 15-20% in December. This year’s supply exceeds demand. Jinghao Branch or Power Semiconductor Manufacturing Co. (6770-TW) strongly supports foundry production capacity. This year’s EPS estimates 4.3 to 4.5 yuan, which is expected to reach a new record in the past 16 years, but the P / E ratio is less than 15 times.
Another missing fish is the “graphics card”. New Year’s Day launched the idea of the red plate mining chip (3443-TW), and the world core-KY (3661-TW) increased the limit, which became one of the highlights of circuit design integrated, but is recognized as Bitcoin mining. There is no mining offer. In fact, Bitcoin mining is no longer possible. As for Ethereum, it has skyrocketed by more than 30% in the last 24 hours. The NVIDIA RTX 3080 graphics card launched at $ 699 in September of last year, and has now risen to $ 1,199. Up to 70%.
Ethereum miners reportedly bought Nvidia graphics cards for up to $ 175 million in the quarter. The first half of this year was the peak of mining business opportunities. Hong Kong Huobi Technology (01611-HK) shares rose 70% and US mining shares Bit Digital rose 53 times last year. Therefore, the second fish to lose the net is Shaoxun (6150-TW) from the graphics card, Leadtek (2465-TW), Qingyun (5386-TW), this year’s EPS graphics cards will show the highest peak in three years, but the share price has yet to be realized.
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