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Wanbao Investment Gu Chen Zirong pointed out that Taiwan stocks have seen more than a month of exciting results since early November. Recently, they have gradually slowed down and entered the turbulent stage. So can we wait for it before closing? When looking at the performance of Taiwan stocks before the close of the stock market in recent years, almost all of them were up in the five days before the close. If you look at the close of the market in the last 11 years, there is also a 73% probability of an increase in the market close.
On Monday (12/21), Taiwan’s equity financing balance reached 180.8 billion yuan, a record in more than two years, while equity financing rose to 1.15 million. The international capital market continues to emerge. This year’s initial stock close is expected to still have room for performance, and the 15,000-point Taiwan stock market is also expected to appear in the first quarter of next year.
However, the index has reached an all-time high and electronic stocks have also risen sharply. In the fast-moving trend of small and medium stocks, the next trend should slowly return to fundamentals. Investors are not just reviewing the performance of their positions. We should focus more on the companies that will really grow and profitable next year.
The most popular action to discuss this year is undoubtedly TSMC (2330-TW), which is the protector of the country. Not only is TSMC’s stock price erupting this year, driving Taiwan stocks higher, but also because the epidemic has reversed the industry this year and fueled demand for wafers and TSMC’s leading process technology. . Let people talk about it even more. TSMC’s 5nm production capacity is tight this year, and the industry-leading 3nm will enter test and certification production next year. The goal is to produce 50,000 pieces per month in 2022. However, now that the market has been announced, Apple is the first to make an announcement. The capacity package is for Apple’s own M-series chips for the upcoming new iPad and Macs, and of course Apple’s smartphones are the next step.
TSMC is actively expanding the pace of advanced manufacturing processes more and more rapidly, and related suppliers are also doing their best to accelerate and cooperate. Entergris, a semiconductor materials giant specializing in the production of high-end filters, has completed a 6 billion yuan plant in Kaohsiung. The most advanced semiconductor materials, such as 5nm and 3nm, will be produced, and priority will be given to TSMC products, and then to other chipmakers around the world. Mass production is scheduled to begin at the end of the year after the start of construction early next year, and this certainly this exciting news will be even more powerful for TSMC’s development over the next and next year.
Wanbao Investment Gu Chen Zirong pointed out that various stocks have been recommended for everyone in the past, and now they are almost the starting point. Most of the people who read my articles are forward-thinking and not following the trend; for example, Zyxel Holdings (3704-TW). After the stock price sprayed three daily caps for three consecutive days, on Tuesday (12/22) the highest reached 35.3 yuan, an increase of 32%. After reaching a new high, it fell back. While waiting for the accumulation of chips, it is expected to reach another. Wave; In addition, Shanghai Silver (2049-TW) recommended 12/15 share price also increased from 338.5 yuan to 391.5 yuan, an increase of 53 yuan, an increase of 15.66%. I have repeatedly emphasized that investment design is to be bullish on fundamentals and then match equity trading chips to await the opportunity to enter the market.
In addition to being optimistic about the long-term advantages of TSMC (2330-TW), I will continue to track cash flow and trading face, and share future growth actions with you in advance:
Jinxiang Power (2368-TW) Looking ahead to 2021, Intel Whitley platform servers are expected to launch, and 400G switches will also begin shipping in small numbers. The overall demand from the industry is still healthy. Jinxiang Power is striving to achieve its best performance in the first quarter of last year. The city is optimistic. Jinxiang Electronics focuses on the cloud market. Revenues in the first three quarters reached 17.786 billion yuan, an annual increase of 33.41%. The gross profit margin increased sharply to 22.98% compared to the same period in 2019. The after-tax surplus was 1.711 billion yuan, a record for the same period. annual.
Jialianyi (6153-TW) Apple’s new flagship iPhone 12 mobile phone series will be fully launched in 2020. Jialianyi has obtained orders from TWS for the first time and is a new entrant in the AirPods series. The most significant change to AirPods 3 is predicted to be that the design is similar to the AirPods Pro. Jujia Lianyi will get orders for AirPods 3 headphone soft plates. Orders are expected to contribute significantly to second quarter revenue and profits next year . Benefiting from returning to the flexible dashboard supply chain of Apple’s full product line, Apple’s revenue from Jialianyi is projected to more than double in 2021, with net earnings per share expected to reach more than 5 yuan. .
Jialing (4976-TW) In order to improve its automated production capacity, Jialing has expanded its capital expenditure. Capital spending is estimated to be RMB 500-600 million next year, including investment in automation equipment to cope with the explosion of auto lens business opportunities after 2022. With strong customer orders, estimates that the fourth quarter is likely to be better than the third quarter. In the second half of the year, revenues will grow more than 40% compared to the first half of the year. In the next two years, the annual growth rate of automotive lenses will be 30%.
Of course, there are some good stocks that still have a short-term token edge under high-end index fluctuations, 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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