Taiwan stocks

3/13 Taiwan stock pre-market news

1. Taiwan stocks opened lower and moved higher on the 12th, led by Hon Hai, which drove the Taiwan stock market index to surge. It ended up rising by 188.47 points and closed at 19,914.55 points, less than 100 points away from the 20,000 mark. The three major legal entities bought a total of over 16.347 billion yuan today. Foreign investors and investment banks all favored Hon Hai and jointly bought 41,000 units.

2. Research organization TrendForce released a report stating that in the fourth quarter of last year, benefiting from the increase in shipments of smartphone-related chips, the revenue of the world’s top ten foundry manufacturers reached US$30.49 billion, a quarterly increase of 7.9%. Among them, TSMC (2330-TW)(TSM-US)3 The proportion of revenue contributed by nanometer processes has increased significantly, and its global market share has exceeded 60%, reaching 61.2%.

3. Hui Rong (SIMO-US) General Manager Gou Jiazhang said that this year has been a good year for the memory industry, and next year will be better than this year. Among them, NAND prices have been determined to increase by another 20% in the second quarter, and the increase will continue all the way to the first half of next year. DRAM Prices also rose simultaneously. Segmenting the two major memory markets, NAND original manufacturers have suffered very serious losses in the past. They will not easily increase production before the price rises to a satisfactory point. Moreover, the original manufacturers do not only increase the price to make the gross profit margin positive, but also increase it to the point where the gross profit margin can reach Above 30% is a healthy and reasonable level.

4. The Ministry of Finance announced that the national tax revenue in February this year was 95.1 billion yuan, the second highest in the same month in history; the cumulative tax revenue from January to February was 318.5 billion yuan, with an annual growth rate of 16.9% and a record high for the same period in previous years. Liu Xunrong, deputy director of the Statistics Department of the Ministry of Finance, explained , the number of trading days during the Lunar New Year in February was reduced compared with the same period last year, but the stock exchange tax still showed positive growth for 10 months, and the average daily trading value of listed counters reached 468.4 billion, and is still growing, indicating that the stock market trading is booming.

5. Taiwan stock high-yield ETFs have recently set off a fundraising boom. With existing high interest rates, the number of beneficiaries and the scale of ETFs have also continued to rise. As of March 8, the number of beneficiaries in the 17 tranches has increased by 468,835 since the beginning of this year, and the scale has increased by 1,773.32 billion, bringing the total number of beneficiaries to 4,348,863, with a total scale of 1.03 trillion yuan, accounting for 67% and 64% respectively compared to the overall figures of the 56 Taiwan stock ETFs.

6. Acer (2353-TW) Chairman and Taiwan Smart City Industry Alliance Chairman Chen Junsheng attended the press conference before the 2024 Smart City Exhibition today (12th). Speaking of AI PC, Chen Junsheng believed that the opportunity for AI lies in the improvement of software and hardware integration and data security. Although AI PC is still in the climbing phase, and we are optimistic that software and hardware companies will launch waves of applications to stimulate sales.

Hon Hai cheered and closed up 188 points, counterattacked 20,000 points to regain confidence.

The three major legal entities have joined forces to purchase 41,000 Hon Hai shares. Foreign investors and investment banks have joined forces to change gears.

The top ten wafer foundries’ revenue in Q4 last year increased by 7.9% quarterly, and TSMC’s market share exceeded 60%

Huirong estimates that NAND Q2 will rise by 20%, and it will rise all the way to the original factory satisfaction point of 30% gross profit margin in the first half of next year.

February tax revenue was 95.1 billion, the second highest in the same month over the past year. Both volume and price of Taiwan stocks increased, driving the stock exchange tax to record 10 consecutive reds.

jumped sharply to close at 31.412, rising four times in a row to reach a new high in nearly one month.

4.34 million people went crazy to buy 17 Taiwan stock high-yield ETFs, and the total scale exceeded 1 trillion yuan

Acer Chen Junsheng: A wave of software and hardware applications is expected to stimulate AI PC sales

Taiwan Stock News Focus

Strong forces join forces with Fanxuan and Qisda to establish a new company to enter smart medical care

Hon Hai’s stock price reaches a 32-month high, and its market value surges by 131.7 billion yuan in a single day

Hon Hai invests 440 million yuan in Qingdao New Core Technology to expand high-end chip packaging layout

Wistron’s EPS last year was 4.08 yuan, and it planned to distribute dividends of 2.6 yuan. It expected that the profit from the disposal of Kunshan factory and land would be 271 million.

5 years later! Inventec benefits from booming AI server shipments, gross profit margin returns to 5%

Financial holdings and banks achieved record profits last year, with cash dividends starting at 1.25 yuan

Dividends of property and insurance stocks are too fragrant to obtain funds to ignite new products and hit new highs.

Acer Information’s profit reached a new high last year for the second consecutive year and it has earned more than 1 yuan in equity. It plans to distribute dividends of 8.5 yuan.

China Philippines Bank last year’s EPS was 7.24 yuan and planned to distribute a dividend of 6 yuan, with a cash yield of 6.7%.

Jen-Hsun Huang reveals the trend of water-cooling for next-generation servers, and cooling stocks soar to the limit

The profits from the disposal of Datong’s prime land parcels are expected to be pocketed in the first half of the year and dividends will be issued in advance this year.

Zhen Ding Shen Qingfang: The economy is like recovering from a serious illness. This year’s growth is moderate, and we are optimistic about explosive growth in 2025.

Materials – KY’s net profit increased 3.14 times last year, EPS was as high as 62.52 yuan, and this year’s order ASP was better than last year’s

2024-03-12 21:16:00
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3/4 Taiwan stock pre-market news

Foreign investors invested an additional 10.2 billion yuan in buying two heavy electronics stocks, and 21,000 flipped withdrawals to develop funds

Taiwan stocks opened higher and lower on March 1. The Wanjiu barrier failed to stand firm and closed down 18,935 points. Foreign investors increased their purchases of Taiwan stocks by 10.2 billion yuan, and silver bullets bought heavy electronics stocks Yali (1514-TW), Datong (2371-TW), a total of 21,000, with a total purchase of over 1.68 billion yuan; foreign investors bought a large amount of development funds yesterday (2883-TW) Today’s discount is 13,000 pieces.

High-priced stocks struggled to support the overall situation and fell to close at 18,935 points after hitting highs for two consecutive weeks.

Taiwan stocks opened higher and lower on the 1st. After hitting a new high of 19041 points in early trading, selling pressure emerged and then weakened. Although high-priced stocks and AI stocks were active, under the general drag of weight value stocks, the index once again fell below the 10,000 mark, ending with It closed at 18935.93 points, down 30.84 points or 0.16%. The trading volume shrank to 398.49 billion yuan, marking two consecutive reds for the week.

closed at a low of 31.606 yuan before the range consolidation was broken, depreciating 2.9 cents.

The United States released the personal consumption expenditures price index (PCE) for January, which was in line with market expectations. However,New Taiwan Dollar It was still weak on the 1st and closed at 31.606 yuan, depreciating 2.9 cents. The price difference between high and low for the whole day was 6.1 cents. The transaction value of Taipei Foreign Exchange Brokerage Company was US$1.094 billion.

Freight rates continued to fall due to the New Year’s holiday shutdown, both in the United States, the West and Europe, down nearly 10%

The Shanghai Shipping Exchange announced the latest Shanghai Export Container Freight Index (SCFI), which dropped 130.79 points from last week to 1979.12 points, a drop of nearly 6.2%. The three major long-distance routes all fell, mainly due to factory shutdowns during the New Year. Shipments have been reduced, especially the freight rates of the US-Western Line and the European Line have dropped the most by nearly 10%.

Sales of these four major brands increased by more than 20% due to the popularity of domestically produced cars.

The auto market sales data for February was released, totaling 26,267 units, a monthly decrease of 41.4% and an annual decrease of 20%. This was mainly due to the fact that it coincided with the Lunar New Year, which was different from the comparison base period last year when the Chinese New Year fell in January. Look, the total auto market is still growing by 5.1% year-on-year. Among the top 10 automakers, domestically produced cars have grown significantly, including HONDA, HYUNDAI, MG and CMC, which have all grown by more than 20%.

The top 10 Taiwan stock ETF performance in February is released. Assisted by AI, this ETF surged nearly 10% and became the first.

With the help of the AI ​​theme, semiconductor stocks acted as a bullish locomotive, leading Taiwan stocks to perform a surprise in February, with a cumulative increase of 1077 points, 6.02%. The performance ranking of Taiwan stock ETFs was released, and First Gold Industry 30 (00728-TW) interest-included return topped the list with an increase of 9.77%, with Mega Blue Chip 30(00690-TW), CITIC Key Semiconductor (00891-TW) ranked second and third respectively, with interest-included returns rising by more than 8% in February.

The Labor Fund continues to earn 76.38 billion yuan a month with a yield of 1.3%

The overall labor fund scale as of the end of January 2013 was 6.1759 billion yuan. Amid the sideways fluctuations in the global financial market, the income as of the end of January 2013 was 76.38 billion yuan, with a yield of 1.30%.

Taiwan stock hot news

Shin Kong Security Wu Xindong: The AI ​​application craze is already underway 2024 to enhance digital transformation

Mingxi suffered a small loss in Q4 last year and had a full-year net profit of 3.62 yuan per share. It plans to allocate a cash dividend of 2.6 yuan.

Continental Engineering won the bid for the underground CJ17 section of the Taoyuan Railway, worth approximately NT$15.6 billion

Li Changgeng of Cathay Pacific is optimistic about the stable operation and has more room to issue dividends this year.

People from Yunjia Nan’s natal district came and house prices rose. The corridor effect helped absorb deposits.

Actively invest in the field of AI and the proportion of AI server models has increased to 20%

SWAP made a huge profit of 15 billion yuan last year and is considering adding a Japanese base with TSMC

Wi-Fi 7 is twice as expensive as Wi-Fi 6, and the number of cases obtained is much greater than that of the previous generation.

The demand from major North American customers has increased again, and this year’s revenue has grown quarter by quarter and set a new record.

Last year’s Q4 profit doubled and reached a new high, with full-year EPS of 45.47 Yuan Di Xin You

This year’s revenue will continue to increase in the second half of the year, and large orders for AI server components will be fermented.

Getac’s revenue this year is expected to increase by 8-12%, and AI applications are targeting three areas

2024-03-03 21:11:22
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