Wanbao Investment Gu Chen Zirong pointed out that the slowdown in CPI data in the United States in August dragged down the performance of US stocks, coupled with the Fed decision-making meeting next week and the upcoming Mid-Autumn Festival holiday, the market has a strong wait-and-see atmosphere and buying. The Taiwan stock market is shrinking, and Taiwan stocks remain low for the time being. They are sorting around the quarterly line. Many investors are worried about the Mid-Autumn Festival change, but I hope you don’t scare yourself, because the legal person’s chips have not run away. Since 8/25, foreign investors have been buying up all the way. Yuanta Taiwan 50 (0050-TW) exceeds 26,000, and the exchange rate of the New Taiwan dollar has risen for two consecutive days. Therefore, investors should take this opportunity to review their holdings and plan for potential stocks after the Mid-Autumn Festival.
Apple’s iPhone 13 was announced. Apple’s stock price has not risen as expected by the market, mainly due to the recent app payment litigation. However, the current judgment seems to be the majority of Apple’s winners. Therefore, the stock price pullback is still regarded as a short-term phenomenon. iPhone 13 series products In the second half of the year, the output is about 90 million to 100 million. It is estimated that the sales volume will surpass that of the iPhone 12. The relevant supply chain is still strong, so the stock price of Apple’s stock is expected to “sink” and become more popular.
Judging from the eight major official stocks, three of the top five buyers in recent days have been named Apple Light, including TSMC (2330-TW), Hon Hai (2317-TW), and Yujingguang (3406-TW). Other related supply chains include ASE Investment Control (3711-TW), Guanglei (2340-TW), Xinxing (3037-TW), Jingsus (3189-TW), Huatong (2313-TW), Taijun ( 6269-TW) are also expected to catch up with the backward and supplementary market. Guanglei shared with everyone on 9/2 that the stock price rose by 8% in only two trading days, making short-term profits.
Wanbao Investment Counsel Chen Zirong pointed out that the financial group whose profits have soared this year, the stock index hit a 24-year high, and the average yield of financial stocks is about 4.5%. In particular, the life insurance and securities industries under Financial Holdings have benefited from strong long profits in the stock market. , But the base period of the stock price is still relatively low. Next, we will enter the ex-dividend peak season of financial stocks. Stock prices are expected to perform, including Shin Kong Gold (2888-TW), CITIC Gold (2891-TW), Yuanta Gold (2885-TW) , Development Fund (2883-TW) has also received a lot of foreign buying recently.
In addition, at the end of September, U.S. President Biden will hold face-to-face “four-party security dialogues” with Australia, India, and Japan. The main reason is that he still wants to join forces against mainland China. Road space and emerging technologies. The related high-speed transmission IC design and the long-term Netcom group are expected to benefit, such as Silicon-KY (6415-TW), Creative (3443-TW), Chihara (3035-TW), Realtek (2379-TW) , Weifeng Electronics (6756-TW), Xiangshuo (5269-TW).
9/3 I recommend Creativity for everyone. At that time, the stock price was 442 yuan. The stock price continued to rise despite the big market. There are four more projects entering mass production in half a year. It is estimated that revenue and gross profit will grow on a quarter-to-quarter basis, and the full-year EPS will stand steady at RMB 10. Please refer to 9/3。
Wanbao Investment Gu Chen Zirong pointed out that I remind everyone along the way that Taiwan stocks have been consolidating their pattern in recent days, and their operations are still dominated by short-term operations. When the volume can be enlarged, the index will rise mostly after the Mid-Autumn Festival. Therefore, I hope that Everyone can follow in my footsteps and adjust their strategies according to the trend of the market, so that they can continue to beat the market in advance and retreat.
Lianmao (6213-TW) is a copper foil substrate manufacturer. Its revenue from July to August has reached high monthly. In the fourth quarter, there is still a chance to go up again. Looking forward to the next year, it currently looks like server, Netcom, and 5G Both base stations and vehicles still have growth momentum, and as the downstream applications of terminals move to higher levels, the proportion of Lianmao’s high-end products is also expected to increase, and for the production part, Lianmao will also start the Jiangxi Phase III plan next year. Expand the production capacity by 600,000 sheets per month. Optimistic about the upgrade of 5G infrastructure specifications from the second half of this year to 2022, as well as the prospects of servers, cars and smartphones, the stock price will challenge the previous high.
Huge (9921-TW) benefited from the surge in global demand for bicycles and electric bicycles. Huge sales in Europe, the United States and China grew by more than 20%. The revenue in the first half of the year was 41.99 billion yuan, and the gross profit margin rose to 25.98%. The EPS in the second quarter was even higher. As high as 4.93 yuan, a new single-season high; this year, the global demand for electric bicycles has increased three times compared with last year, and the revenue of its own brand E-bike has increased by 40% in the first half of the year. It has become an important growth driver for the group and has stepped up its investment of 48 million. The U.S. dollar plant in Vietnam is expected to increase production capacity by 1 million units after it is put into production in the second half of 2023, and operations continue to increase.
Fubon Gold (2881-TW)’s cumulative revenue in the first eight months exceeded 140 billion yuan, and its cumulative net profit after tax reached 122.349 billion yuan, an annual increase of 91%, and EPS reached 11.69 yuan. Earnings and Earnings Per Share” Triple Crown. Benefiting from the continuous high growth of Taiwanese stocks, Fubon Life’s subsidiary Fubon Life has continued to increase Taiwanese stocks since last year, and its unrealized profits have grown rapidly. So far, it has exceeded 170 billion yuan, which is the highest “worth” in the life insurance industry. The cumulative profit of State Property Insurance and Fubon Securities in the first 8 months also hit a new high during the same period.
Of course, there are still some good stocks that still have an advantage in short-term chips under the high-end index fluctuations, including related stocks such as car and electronics stocks, third-generation semiconductors, and new apples. However, due to limited space, please enter directly The fan club took a look and hoped to be helpful to the readers.
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