Today’s Trader Preview
Taiwanese December business climate countermeasures signal
U.S. Federal Reserve Interest Rate Decision
Law Talk: Macronix, UMC, MediaTek
Ex-dividend: iST, Kaiyu
The US Secretary of Commerce expects to continue its strong commitment to China to actively combat unfair trade
The candidate for the Secretary of Commerce, Rhode Island Governor Gina Raimondo, will attend the Senate hearing on Tuesday (26th). “Reuters” quoted a document reporting that in order to defend the US manufacturing industry, she is expected to pledge to take positive action against China.Read the full text…
Tesla’s financial report preview: delivery of 500,000 vehicles without suspense, FSD subscription system is expected to be launched!
This week, Taipei time Thursday (28th) Tesla (TSLA-US) The financial report will be announced, and the market is generally optimistic that the financial report will perform well.Read the full text…
Automotive demand orders flood into Global Crystal, Hejing’s production capacity is fully smashed and demand exceeds supply
Recently, demand in the automotive market has heated up, and the capacity of wafer foundries has exploded, and automotive wafers are facing a major shortage. This boom has also blown to more upstream silicon wafers, including Global Crystal (6488-TW), Hejing (6182-TW) Have all confirmed that the demand for automobiles is obviously heating up and orders are flooding in. The current 6-inch and 8-inch production lines are fully loaded. It is expected that demand will continue to be strong in the first half of this year, and production capacity will still be in short supply.Read the full text…
OFILM’s proposed factory red supply chain one-stop service gradually formed
The Chinese touch panel manufacturer OFILM has confirmed that it will sell its four subsidiaries including the South China plant. Although the buyer has not been announced and it has not yet clarified that it has not reached an agreement with Luxshare, the scope of sales includes the Nanchang touch module business. The market believes that OFILM The act of selling factories may help the red supply chains such as Luxshare and Lens to form a one-stop service. In the mid- to long-term, it is feared that Taiwanese factories will be affected by the GIS-KY (6456-TW)、TPK-KY (3673-TW) And other operations.Read the full text…
CLP Finance estimates that this year’s revenue will increase by 1% annually, net profit per share is above 4 yuan
Chunghwa Telecom2412-TW) Yesterday (26) announced the 2021 financial forecast. The consolidated revenue is estimated at 209.26~209.72 billion yuan, an annual increase of 0.8-1%; after-tax net profit is 326-34.09 billion yuan, an annual decrease of 2.45% to an annual increase of 2%, per share The net profit is 4.2-4.4 yuan. Although it sticks to the 4 prefix, it may still fall to the low point of nearly 20 years.Read the full text…
Licheng last year’s net profit, EPS set a ten-year high and earned 8.6 yuan per share
Memory Assembly and Testing Factory Licheng (6239-TW) And its packaging and testing plant Chaofeng (2441-TW) Yesterday (26) held a law saying that in the fourth quarter of last year, driven by the increase in logic demand and the transfer of NAND Flash customer processes, the net profit after tax of Licheng in a single quarter reached 1.661 billion yuan, a quarterly increase of 2.4% and a year-on-year decrease of 20.3%. The net profit per share was 2.14 yuan; last year, the net profit after tax was 6.662 billion yuan, an annual increase of 18.9%, and the net profit per share was 8.6 yuan. The net profit and EPS set a 10-year high.Read the full text…
Taiwan stocks hit the worst decline in 4 months, the financial management will point to three reasons
Taiwan stocks plunged 287 points yesterday (26), not only the biggest drop since today (2021), but also the heaviest single day in four months after falling 319 points on 9/24 last year. The FSC said that There are three major reasons for the weakness of Asian stocks, but the FSC is still confident that the fundamentals of Taiwan stocks are still quite stable.Read the full text…
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