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Wang Rongxu, an analyst at Wanbao Investment Consulting, said the rumor that the new Biden government failed to implement a plan to blockade the city next year means that the worst economic situation caused by the epidemic in the first half of this year has passed. . Trump Songguchi Biden won the election on Twitter. It also reduces the uncertainty of post-election disputes.
While the US stock market rose sharply, the Asian capital market became even more prosperous. After Taiwanese stocks broke the 13,000 curse last week, foreign confessions and resupply have become the biggest force in Taiwan stocks. The market has repeatedly rewritten all-time highs, and some people in the market started calling 15,000 or even 20,000 points, although it is too much, it is not necessary to set a high point as long as you can reach a maximum. After all, although foreign capital made an emergency replenishment of more than 100 billion in November, compared to 700 billion or more of Taiwan stock sold earlier this year, there is still plenty of room for replenishment in the future.
Wang Rongxu, an analyst at Wanbao Investment Consulting, believes that TSMC’s ADR premium and existing stocks alone are over 16%, showing that Taiwan stocks are still undervalued. In the past, when TSMC rose, other small and medium stocks stalled. Now that TSMC has risen so much, foreign investors are daring to buy it. This makes domestic investors and small and medium-sized companies more confident to drive small and medium-sized stocks.
On the 16th, a hundred flowers bloomed and it was established that the capital market was officially launched at the end of the year. In the last columns I analyzed the new mainstream of the Biden era, starting with the raw material Guoqiao (1312-TW), which represents the economic recovery, and the container ship Evergreen (2603). -TW), which since October have risen between 25% and 28%, far exceeding the market.
Last week, after analyzing the actions of the Huawei concept on various topics, Bi is expected to come back to life after taking the stage. Liji’s promotion (4968-TW) has actually increased by more than 30% since November. The good reason is that, except for the expected relaxation of Huawei’s ban, the 5G era and Wi-Fi complement each other.
5G is used for non-internal connections such as the Internet of Things and the Internet of Vehicles; Wi-Fi is primarily used indoors, such as home offices. The speed of Wi-Fi 6 can reach 9.6 Gbps, which is similar to the rate of 5G at 10 Gbps. Next year, Wi-Fi 5 will speed up the upgrade to Wi-Fi 6.
Liji’s Wi-Fi radio frequency components are second only to Skyworks and Kovo in the world market. Next year, home and mobile Wi-Fi 6 radio frequency components will be shipped in bulk. Liji’s main PA Wi-Fi partner is Hongjieke (8086-TW), which accounts for 40-50% of Hongjieke’s orders. Liji will perform well next year and Hongjieke will do the same. Compared to Liji who has already risen dramatically, Hongjieke also took out a red stick to break through when lagging behind to make up the market and keep up with the market.
Wang Rongxu, an analyst at Wanbao Investment Consulting, said that in the era of worship lanterns, the market is concerned about the infrastructure it stands for, not only about the construction of bridges and road paving, but more importantly about the deployment of 5G networks. Trump temporarily blocked China’s 5G development, giving European and American 5Gs a chance to catch up.
The US sanctions on Huawei this year caused a slowdown in China’s 5G rollout. Countries other than China were also affected by the epidemic, which also delayed the deployment of 5G. However, next year the resumption of China’s 5G base station offerings, European telecom equipment manufacturers will also be more positive towards the global market in 2021.
And CCL Sanxiong, Taiguang (2383-TW), Taiyao (6274-TW) and Lianmao (6213-TW), which have been silent for almost a year, are affected by the two main negative effects of the Huawei ban and the epidemic, and they are also expected to run out.
For example, Lianmao, which has a place in the high-frequency materials market, is the leading supplier of high-speed materials for European and Korean terrestrial telecommunications equipment manufacturers, with a global market share of more than 25%. . Recently, European customers actively shouted that the first quarter of next year will again have strong sales. This year’s EPS is estimated to be 7.7 to 8 yuan and next year it will be 11 yuan. The P / E ratio is currently only 12-13 times.
The market has soared 1,500 points this year, but copper foil substrates have yet to rise. Recently, we have begun to see the shadow of corporate reintervention. Will there be a chance to return to the mainstream next year? The future is noteworthy. There is more potential stock analysis, to be shared with readers in the LINE fan club.
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Wang Rongxu, Chief Investor, LINE Fan Group
https://line.me/ti/p/@marbo888
YouTube channel of Wang Rongxu, Chief Investor
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Wang Rongxu, Head of Investments Shopmaster FB Fan Group
http://bit.ly/2KGYiSg
Wang Rongxu, Chief Investor, Telegram Fan Group
https://t.me/marbo888
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