Wanbao Investment Gu Chen Zirong pointed out that Taiwan stocks have experienced more than a month of passionate performances since the beginning of November. Recently, they have gradually slowed down and entered the stage of turbulence. Then, can we still look forward to it before the closure? Observing the performance of Taiwan stocks before the closure of the stock market in recent years, almost all of them rose in the five days before the closure. If you look at the closure of the market in the past eleven years, there is also a 73% chance of a rise in the market.
On Monday (12/21), the balance of Taiwanese stock financing reached 180.8 billion yuan, a record high in more than two years, while securities financing rose to 1.15 million. Although there is no short-squeeze pressure for the time being, it is still relatively high-end. International capital market continues to emerge. It is expected that this year’s closure of front-end stocks still has room for performance, and the 15,000-point market of Taiwan stocks is also expected to appear in the first quarter of next year.
However, the index has come to a historical high-end, and electronic stocks have also risen sharply. In the trend of rapid rotation of small and medium-sized stocks, the next trend should slowly return to the fundamentals. Investors are not only reviewing the performance of their holdings. , We should focus more on companies that will truly have growth and profitability next year.
The most popular stock discussed this year is undoubtedly TSMC (2330-TW), not only because TSMC’s stock price erupted this year, which drove Taiwan stocks to the upside, but also because this year’s epidemic has turned the industry around and boosted wafer demand. TSMC’s leading process technology is even more interesting. TSMC’s 5nm production capacity is tight this year, and the industry’s leading 3nm will only enter certification and trial production next year. The goal is to produce 50,000 pieces per month in 2022. However, now that the market has been announced, Apple has taken the lead and pre-empted TSMC’s 3nm initial production. The capacity package is for Apple’s own M-series chips for the next new iPad and Mac, and of course Apple’s smartphones are the next step.
TSMC is actively expanding the pace of advanced manufacturing processes faster and faster, and related suppliers are also making every effort to sprint and cooperate. Entergris, a semiconductor material giant specializing in the production of top high-end filters, has finalized a 6 billion yuan plant in Kaohsiung. The most advanced semiconductor materials such as 5nm and 3nm will be produced, and the products will be given priority to TSMC, and then to other chip makers around the world. It is planned to start mass production at the end of the year after the start of construction at the beginning of next year, and this This exciting news will undoubtedly be even more powerful for the development of TSMC in the next and next year.
Wanbao Investment Gu Chen Zirong pointed out that in the past, I have recommended several stocks for everyone, and now they are almost the starting point. Most people who read my articles are foresight and do not follow the trend; for example, Zyxel, recommended by 12/10 (3704-TW), the stock price recently hit a three-day limit for three consecutive days. On Tuesday (12/22), it reached a maximum of 35.3 yuan, an increase of 32%. After hitting a new swing high, it pulled back. Waiting for the accumulation of chips, it is expected to make another wave ; In addition, the 12/15 recommended Shanghai Silver (2049-TW) The stock price also rose from 338.5 yuan to 391.5 yuan, an increase of 53 yuan, or 15.66%. I have repeatedly emphasized that the investment layout is to be optimistic about the fundamentals and then match the capital bargaining chips to wait for the opportunity to enter the market. Naturally, investment is easy and profitable.
In addition to being optimistic about TSMC (2330-TWIn addition to the long-term advantages of ), I will continue to track through the cash flow and the bargaining face, and share with you the future growth stocks in advance:
Golden Image (2368-TW) Looking forward to 2021, Intel’s Whitley platform servers are expected to be launched, and 400G switches will begin to be shipped in small quantities. The overall industry demand continues to be prosperous. Jinxiang Power is striving for its best performance in the first quarter of the year, and the market outlook is optimistic. Jinxiang Electronics focuses on the cloud market. The revenue 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 with the same period in 2019. The after-tax surplus was 1.711 billion yuan, a record high for the same period. annual.
Jialianyi (6153-TW) In 2020, Apple’s new flagship mobile phone iPhone 12 series will be fully launched. Jialianyi has won TWS orders for the first time and is a new entrant to the AirPods series. It is predicted that the most significant change of AirPods 3 will be that the design is similar to AirPods Pro. It is estimated that Jialianyi will acquire AirPods 3 Orders for headset soft boards and charging box soft boards. The orders are expected to significantly contribute to revenue and profit from the second quarter of next year. Benefiting from returning to the soft board supply chain of Apple’s full product line, it is estimated that Jialianyi’s Apple revenue will more than double in 2021, and the net profit per share is expected to reach more than 5 yuan.
Jialing (4976-TW) In order to improve its automated production capacity, Jialing has expanded its capital expenditure. It is estimated that the capital expenditure next year will be 500-600 million yuan, including: investment in automation equipment to meet the explosion of automotive lens business opportunities after 2022. With strong customer orders, it is estimated that the fourth quarter has a chance to be better than the third quarter. In the second half of the year, revenue will grow by more than 40% compared with the first half of the year. In the next two years, the annual growth rate of car lens will be 30%.
Of course, there are some good stocks that still have an advantage in short-term chips under the high-end index fluctuations, including related stocks such as AI and 5G. However, due to the limited space, please go directly to the fan club and have a look. The public, there is help.
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