Wanbao Investment Gu Chen Zirong pointed out that after Taiwan stocks rushed to 16,000 points, many investors made big red envelopes, but they also worried that the Taiwan stock index was too high. Indeed, Taiwan stocks have concentrated their gains since November last year. They have risen by nearly 4,000 points in less than four months. Of course, the easing of international funds is a big plus, but Taiwan’s economic performance in this epidemic has indeed made the international Admiringly.
Taiwan’s economic growth rate in 2020 has been revised several times, and the latest estimate is 3.11%. According to IHS statistics, among the top 30 countries with the largest economic scale in the world, Taiwan’s economic growth rate will rank first in 2020. 2021 The economic forecast for the year is even as high as 4.64%, which will be a new high in seven years. As for the revenue of Taiwan listed companies, it also set a record of 34 trillion yuan last year; the number of companies earning more than one equity in the whole year is estimated to increase to 101; and the legal person estimates that the overall after-tax net profit for the whole year of last year is expected Surpassed the historical high of 2.17 trillion yuan in 2017.
Taiwan’s economic performance is sufficient to support the continued upsurge of Taiwan’s stocks, and the Financial Regulatory Commission has repeatedly stated that it will maintain the momentum of Taiwan’s stocks and strengthen the competitiveness of Taiwan’s stocks. It plans to launch a comprehensive stock market-making mechanism in June, plus the “Taiwan Innovations” to be launched in the second half of the year. A series of market-making plans in the two major sectors of the “Board” and “Strategic New Board” all show that the government intends to do more in the stock market. With capital, fundamentals, and government support, Taiwan stocks still have room for an upside.
Of course, the market has recently begun to discuss that inflation may trigger interest rate hikes to affect the stock market. The interest rate futures market speculates that interest rates will rise around the beginning of 2023, but the Federal Reserve (Fed) itself estimates that interest rates will not rise until the end of 2023 at the earliest, and in terms of funds, it still reiterated that it will maintain loose monetary policy until the economy returns to normal.
In fact, there is another way to fight against inflation, which has been hot recently.Bitcoin.Large companies including Bank of New York Mellon, Mastercard, online payment giant PayPal, mobile payment Square, Robinhood Markets, etc. have expressed their acceptanceBitcointransaction.No wonderBitcoinRecently hit a new high again, surpassing 50,000USD, The market value officially exceeded one trillionUSD.And optimisticBitcoinApart from Tesla’s CEO Musk, Cathie Wood also calledBitcoinWill rise to 250,000USD, The world’s largest asset management company BlackRock, saw this trend and began to investBitcoinUp.
Wanbao Investment Gu Chen Zirong pointed out that under the overlord funding frenzy, this mining trend is expected to create another investment peak. Related concept stocks include elite (2331-TW), Biostar (2399-TW), Shake (6150-TW), Gigabyte (2376-TW) And so on. The share price of Gigabyte, which I shared with you on 1/21, rose from 76.1 yuan to a recent high of 86.9 yuan, an increase of 10.8 yuan, an increase of nearly 15%; in addition, 1/22 recommended mask (2338-TW) The stock price has soared for five consecutive trading days. On Monday (2/22), the daily limit was pulled again, with an increase of up to 50%. If you are optimistic about the trend and find a good place to buy, you can easily make a profit even if the index rises.
Biostar (2399-TW) January’s revenue was 211 million yuan, a record high for the same period in the past three years, with a monthly increase of 31.2% and an annual increase of 32.3%; foreign capital has continued to buy since January, and recently it has bought more than 20,000 contracts for 11 consecutive days. The bottom climbs along the road, which will challenge the high point of the previous band; due to the tight supply of ultramicro chips, the new product shipments are strong, but the sales of the boards of the previous generation chip architecture platform are still very popular, and the prices continue to rise;BitcoinConcept stocks, withBitcoinContinued heat stock prices are expected to continue to rise.
Elan (2458-TW) Benefited from long-distance business opportunities, the high market share in the fields of notebook touch panels, touch chips, fingerprint recognition chips, etc., drove the revenue to exceed 10 billion yuan for the first time last year, and the profit per share exceeded one share capital; The annual net profit after tax was 3.246 billion yuan, an annual increase of 30%, and the net profit per share after tax was 11.14 yuan; the board of directors approved the distribution of last year’s earnings, and plans to distribute a cash dividend of 9 yuan per share, with an estimated yield of 5.41%; due to laptops, Chromebooks, etc. Demand continues to be strong, and the legal person estimates that its performance in the first quarter is expected to grow by double digits, and this year’s revenue and profit will continue to record highs, outperforming last year.
Tongxin Electric (6271-TW) Benefiting from the increase in market share of mobile CIS (CMOS image sensor), the upgrade of specifications, and the layout of automotive electronics, the large customer Will Semi will earn nearly 13 billion yuan in revenue this year, which will earn more than one equity , Foreign investment has given a buy rating for the first time, with a target price of 260 yuan; a wide range of automotive applications, with the recovery of the automotive industry, will increase revenue growth.
Of course, there are some good stocks that still have advantages in short-term chips under the high-end index fluctuations, including related stocks such as electric self-driving cars, AI, and 5G. However, due to the limited space, please go directly to the fan group to see. , I hope it will help the readers.
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