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Wanbao Investment Gu Chen Zirong pointed out that after eight years of negotiations, the “Regional Comprehensive Economic Partnership” (RCEP) has covered the ten countries of China, Japan, South Korea, Australia, New Zealand and ASEAN. ) Signed 11/15, announcing that RCEP, an economic super circle, has officially become an army.
The scope of this free trade agreement not only covers more than 30% of the world’s population, but also more than 90% of the goods of the member countries will enjoy zero tariffs. Once the deal is officially launched in November 2012, it will bring significant positive benefits and stimulate economic activity, but it is a pity that Taiwan is not among them. On the contrary, due to the launch of RCEP, the competitiveness of many industries in Taiwan will face severe challenges, among them, the petrochemical, textile and steel industries have the greatest impact.
In the face of the shock of the RCEP news, Taiwanese stocks were not afraid at all. After reaching 13,000 points last week, they continued to advance to the end. On Monday (11/16), the market opened with TSMC (2330-TW). The index rose to the top, closing at 13,551.83 points, a sharp rise of 278.5 points, and hit a record for Taiwanese stocks amid praise from investors.
TSMC really deserves to be the holy mountain of Taiwanese stocks.In this year, when the epidemic was its worst, it handed Taiwan the most beautiful report card. TSMC’s consolidated revenue in the third quarter was approximately RMB 356,426 million, a record in a single quarter. Gross profit margin and operating profit ratio exceeded the standard. Net profit after tax was 137.33 billion RMB, generating a whopping profit of 5.3 RMB per share, which also set a new record for single-quarter earnings. In the first three quarters of this year, cumulative consolidated revenue was approximately 977.722 million yuan, an increase of 29.9% over the same period last year, a record over the same period. Net profit after tax was 375.119 million yuan, an annual increase of 63.6%, and net profit per share was 14.47 yuan.
TSMC’s good performance allowed foreign investors to buy more than 25,000 copies at one time on Monday (11/16). In fact, not only legal persons love TSMC, but also the petty bourgeoisie. According to stock market data, TSMC ranked first among the petty bourgeoisie to invest in deposits at a fixed amount in October.
Wanbao Investment Gu Chen Zirong pointed out that looking to the future, the demand for 5G mobile phones and high-speed computing will skyrocket next year. TSMC’s top four customers, Apple, Huida, Qualcomm and MediaTek, have already seen business opportunities and pre-ordered to expand stocks. This makes TSMC 7 Nai. The metric production line is even tighter and demand for 5nm is low, and orders are already scheduled for the second half of 2021. TSMC’s prosperous prospects will play the role of hens and chickens. On the one hand, it will support technology populations to continue their efforts. On the other hand, populations of related concepts will also follow suit, such as Junhao (5443-TW) and Jiadeng (3680-TW). ), photomask (2338-TW) and Yongzhi technology (6683-TW) are performance growth targets, so you can pay more attention.
Wanbao’s investment advisor Chen Zirong noted that already at 13,000 points in Taiwan stocks, he kept reminding everyone that TSMC’s performance and prospects are very good and related concept stocks deserve attention. For example, the share price of Jiadeng (3680-TW), which was previously recommended for everyone, has continued to rise since November; Yongzhi Technology (6683-TW) share price filed on November 3 has also increased from 314.5 yuan as of Monday (November 16). It closed at 327 yuan and the price difference was 12.5 yuan. This is the fact that those who read my writings, at least they are farsighted investors, follow the industry and the bargaining chip to find a good target, and the operation can be like a fish in water.
Keep tracking the chips and fundamentals to share good deeds with you:
TSMC’s (2330-TW) revenue in October was 119.303 billion yuan, an annual increase of 12.51%; accumulated income increased 27.74% annually; the share price broke a record, foreign and autonomous companies bought substantially more than four days; TSMC ADR since November Continued sharp rise will help share price performance; Technically good, it is recommended to trade along the moving average.
Jiadeng (3680-TW) October revenue was 190 million yuan, a monthly increase of 10.45% and an annual increase of 5.5%; third-quarter revenue was 558 million yuan, gross profit margin was 28.14%, and after-tax earnings per share were 4.85 yuan; Q4 According to TSMC’s bet, EUV Pod shipments will increase compared to the previous quarter, and the visibility of orders will continue until next year. Recently, there have been more simultaneous operations of legal entities and the volume of transactions has increased gradually; new global MSCI small index component stocks will be added.
Hongkang’s third-quarter revenue (3587-TW) was 818 million yuan, an annual increase of 10%, gross profit margin was 30.6%; EPS was 2.15 yuan, an annual increase of 198.61%, resulting in single-quarter EPS, single-quarter revenue, and single-quarter operating profit Three new highs; major customers actively promote advanced manufacturing processes to promote growth of the MA and FA business to drive profitable growth; recently, more legal entities operate simultaneously.
Of course, there are some good stocks that still have a short-term chip edge under high-end index fluctuations, including AI, 5G, and other related stocks. However, due to limited space, go straight to the fan club and take a look. The public, there is help.
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No inappropriate financial interest ratio Past performance does not guarantee future benefits
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