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.
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.
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%
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
#Taiwan #stock #premarket #news #Hon #Hai #takes #lead #counterattacking #points #major #legal #entities #return #buying #team #wafer #foundry #TSMC #captures #market #share #Anue #Juheng #Taiwan #Stocks
