Today’s Trader Preview
Taiwan January Manufacturing PMI
China Caixin January Manufacturing PMI
South Korea January Import and Export
Ex-dividend: Kejia-KY
Fa Speaking Meeting: Shengqun
IPO listing: Quan Yuxin
Wall Street staged retail investors forced to retreat short surprise drama code shortUSDAlso worried
Retail investors urged group buying stocks to promote GameStop (GME-US) Waiting for individual stocks to soar and squeeze the stock market shorts.USDThe Air Force is disturbed, but data shows that speculators have not abandoned their defenses and continue to increase their net short positions.Read the full text…
Bank of America warns that the stock market will fall back 10%, 3R determines whether the bull market continues
Bank of America (BofA) sounded the alarm bell on the stock market last Friday, stating that a correction of a 10% decline is coming. Whether the bull market and bubble burst depends on the “3R”, namely “rates” (rates), “regulation” (regulation) and “Redistribution” (redistribution).Read the full text…
Q1 polarizer prices increase by 5-10%, demand sees the first half of the year
Polaroid Factory Chengmei Material (4960-TW) Driven by strong panel demand, last year’s operations improved quarter by quarter. In the first quarter of this year, the average price of polarizers increased by 5-10% due to production capacity and exchange rates. He Zhaoyang, chairman of Chengmeicai, said that Taiwan’s production capacity is nearly full and order visibility has been In the first half of this year, the shortage of polarizers in the second quarter will be even more severe.Read the full text…
Apple’s dual-track supply chain layout Taiwan factories face choices
OEM Pegatron (4938-TW) Announced that its subsidiary Kaisheng will attract capital from Luxshare to jointly establish a joint venture in the metal chassis business, creating the largest cross-strait Apple supply chain cooperation case. Vigorously accelerating the layout of India has put Taiwanese factories facing the test of choice under Apple’s light and investment interests.Read the full text…
The same move by the container carrier implied that the market conditions are still rising
Recently, the stock price of container carriers has fallen into a sharp backlash, which has shaken many investors’ confidence in the shipping market outlook. In fact, it is a consensus that the market conditions before the Lunar New Year are hot. , Including Evergreen (2603-TW), Wan Hai (2615-TW) Have announced active container building plans, and Wan Hai is making a major move to purchase ships. The purchase of ships and containers requires an investment of nearly 20 billion yuan. Obviously, they are still highly optimistic about future market demand.Read the full text…
The MIH Alliance Developer Tool Platform is officially launched. The first partner meeting will be held in March
Hon Hai (2317-TW) The leading MIH Alliance officially announced today (31) the first-generation electric vehicle developer tool platform “EVKit”, which will assist customers in the development and operation of advanced assisted driving systems (ADAS). The CEO, Zheng Xiancong, also personally The alliance members issued an open letter, in addition to revealing that there are currently more than 500 alliance members, but also that the first partner meeting will be held in March.Read the full text…
The demand for the two major product lines of Meilu continues to see the increase, and the annual revenue is better than last year.
Electroacoustic component manufacturer Meilu (2439-TW) We are optimistic that speakers will benefit from the growth in sales of mobile phone customers. We will discuss new products such as conference video systems with customers. True Wireless Bluetooth Headset (TWS) is expected to receive new customer orders. With strong demand for the two product lines, revenue will be expected in the first half of this year. Returning to the level of the first half of 2019, the legal person estimates that the operation of the United States has recovered from the bottom, and the revenue in the first half of this year will challenge 18 billion yuan, and the whole year will also be better than last year.Read the full text…
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