Tianfeng Securities: Daily order volume increased significantly. Focus on investment opportunities in Robotaxi and iPhone replacement cycle.
Self-driving car taxi 'Carrot Run' daily orders have rapidly increased. In the future, by replicating the Wuhan experience of 'Carrot Run', self-driving car taxis are expected to see rapid growth. Central and local governments have issued policies intensively to accelerate the implementation of self-driving technology. The penetration of self-driving technology is accelerating, and core companies are developing at an increasing pace.
Kingboard Laminates Holdings' (HKG:1888) Earnings Trajectory Could Turn Positive as the Stock Advances 7.4% This Past Week
Kingboard Laminates Holdings Limited (HKG:1888) shareholders will doubtless be very grateful to see the share price up 50% in the last quarter. But that doesn't change the fact that the returns
HK stock market dynamics | KB laminates (01888) rose by more than 4%, multiple PCB manufacturers expected to have good half-year reports, Citigroup expects the company to issue good profit announcement in mid-month.
KB laminates (01888) rose by more than 4%, and as of press time, rose by 3.11%, to HKD 8.63, with a trading volume of HKD 36.5606 million.
Hong Kong stock concept tracking | Many PCB manufacturers' semi-annual report forecasts continue to show high growth! The industry is expected to usher in an opportunity for both volume and price to rise (with concept stocks).
Recently, multiple PCB manufacturers have disclosed performance forecasts for H1 2024. On average, Olympic Circuit Technology, Shenzhen Kinwong Electronic and Guanghe Technology's net income attributable to the parent company in the first half of the year increased significantly year-on-year by 51%, 66% and 96%, respectively, continuing the trend of high growth in Q1, and their performance has been outstanding.
HK stocks surged | KB laminates (01888) rose more than 3% now, Citigroup expects the company to announce profit growth in mid-July, and the PCB industry's prosperity trend is improving.
According to the financial news app, Wise Finance App, KB Laminates (01888) is currently up over 3%, rising 3.68% to HKD 8.46 at the time of publication, with a turnover of HKD 45.411 million. Previously, Citi released a research report stating that the company is expected to announce a profit in mid-July; it is expected that the company's shareholders' profits in the first half of this year will increase by 82% year-on-year to CNY 0.768 billion. The report mentions that the company's stock price has fallen about 17% from the beginning of the year to the present, while the price of copper over the same period has dropped about 10% to USD 9,600 per tonne. Over the past decade, the company's stock price has been closely linked to the cost of copper, which is the company's largest cost component. Huachuang Securities.
Hong Kong Stock Market Changes | PCB Industry Prosperity Goes Up, Kingboard Hldg (00148) and KB Laminates (01888) Rose Over 5%.
Zhī tōng cǎijīng APP learned that this morning, Kingboard shares rose. As of press time, Kingboard HDLG (00148) rose 5.61% to HKD 18.84; KB Laminates (01888) rose 5.13% to HKD 8.6. On the news side, since the beginning of this year, benefiting from downstream demand for AI servers, 5G, cloud computing, autos, and other industries, the PCB industry has accelerated its recovery. On July 3rd, Shenzhen Kinwong Electronic Co., Ltd. announced its performance forecast for the first half of 2024, with an expected net income attributable to shareholders of RMB 638 million to RMB 702 million, a YoY growth of approximately 57.94% to 73.74%. Recently, Shennan Circuits also stated that the company
Hong Kong stock concept tracking: Multiple companies reveal downstream demand growth, the PCB industry's prosperity is trending upwards. (Attached concept stocks)
Since the beginning of this year, the PCB industry has accelerated its recovery due to the continuous strong downstream demand of AI servers, 5G, cloud computing, autos and other industries, showing features such as 'not light in off-season' and good industry development trends . In the first half of 2024, the global macro economy is recovering moderately, the demand for electronic information products market is improving, the company seizes the opportunity, further improves its business development efficiency, achieves good overall business growth, continuously improves its product share in different markets as well as efficient expansion, and delivers lots of pinpoint projects to meet intense customer demand, thereby continuing the trend of increasing capacity utilization rate and maintaining a high level. - Jingwang Electronics CFO Office
Kingboard Laminates Holdings Limited's (HKG:1888) Stock Going Strong But Fundamentals Look Weak: What Implications Could This Have On The Stock?
Kingboard Laminates Holdings' (HKG:1888) stock is up by a considerable 53% over the past three months. However, in this article, we decided to focus on its weak fundamentals, as long-term financial
Kb Laminates (01888) in HK stock connect rose 4.62%, as institutions point to a rise in the price of copper and expect the company's profit to increase by 82% in the first half of the year.
Jiantao Kb Laminates (01888) stock price rose in early trading and maintained its position in the afternoon. As of press time, it was reported at HKD 9.1, up 5.08%, with a turnover of HKD 101 million. Citigroup expressed that it is initiating a 90-day upward catalytic observation on Jiantao's laminates because the company is expected to release its earnings in mid-July. Citigroup's global commodity team expects that as mainland China transitions its energy from oil to electricity, with demand for copper from electric cars, solar energy, wind energy and other sources, copper prices will rise to 1,000 USD per tonne at the beginning of 2025.
Hong Kong stocks soar | KB Laminates (01888) rose by more than 4%, Citigroup expects the company to announce profit in July, and AI is expected to drive growth in the PCB industry.
KB laminates (01888) are now up more than 4%, as of press time, up 4.5%, at HKD 9.05, with a turnover of HKD 13.723 million.
Hong Kong stock concept tracking | Strong demand for high-density interconnect boards, PCB industry is expected to continue to resonate with the dual logic of "cycle + growth" (attached to concept stocks).
With the global semiconductor cycle recovery trend and the launch of innovative terminals represented by Apple XR and AI PC, the PCB industry's dual logic of "cycle + growth" is expected to continue to resonate.
Changes in Hong Kong stocks | Jiantao Laminated Board (01888) has now risen by more than 4%, and the copper-clad plate industry has entered a price increase cycle. The company's orders in May are full
Jiantao Laminate (01888) is now up more than 4%. As of press release, it has risen 3.32% to HK$8.72, with a turnover of HK$12.692 million.
Kingboard Laminates Holdings (HKG:1888) Will Be Hoping To Turn Its Returns On Capital Around
When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics that can help spot trouble early. Typically, we'll see the trend of both return o
KB LAMINATES To Go Ex-Dividend On June 12th, 2024 With 0.1 HKD Dividend Per Share
May 27th - $KB LAMINATES(01888.HK)$ is trading ex-dividend on June 12th, 2024. Shareholders of record on June 13th, 2024 will receive 0.1 HKD dividend per share on July 4th, 2024. The ex-dividend
Hong Kong Stock Concept Tracking | Nvidia's Market Value Hits Record High, and Brokers Are Optimistic About PCB Sector Investment Opportunities (with Concept Stocks)
As the AI industry at home and abroad continues to introduce new developments and Nvidia's impressive performance, the PCB sector has also soared.
Changes in Hong Kong stocks | Jiantao Laminated Board (01888) has fallen by more than 4% since the beginning of March and has risen more than 80%, Citi says the company's frequent price increases are a positive sign
The Zhitong Finance App learned that the stock price of Jiantao Laminate (01888) has continued to rise recently, and has risen more than 80% since the beginning of March. The stock fell more than 4% today. As of press release, it was down 4.57% to HK$8.78, with a turnover of HK$110 million. According to a research report published by Citigroup, Jiantao Laminate announced that it will increase the average selling price of each sheet of its “FR-4 laminates” by 10 yuan. This is the second price adjustment this year since the company raised the average selling price in mid-March of this year in response to rising copper costs and improved terminal demand. The bank said that considering that the company's May orders were full, plus the average sales order
Citi: Reiterates the “Buy” Rating Target Price of Jiantao Laminate (01888) to HK$12.5
Citi raised Jiantao Laminate's profit forecast for the 2024-2026 fiscal year by 24% to 37%.
Changes in Hong Kong stocks | Jiantao Laminated Board (01888) increased by more than 4%, cost increased by more than 4%, combined with full orders, and another price increase
Jiantao Laminate (01888) rose more than 4% in early trading, and has risen more than 65% since April 26. As of press release, it rose 4.32% to HK$9.18, with a turnover of HK$19.653,500.
Hong Kong Stock Concept Tracking | Further price increases for leading copper-clad companies may trigger other manufacturers in the industry to follow suit (with concept stocks)
Following an overall increase in sheet prices in March of this year and triggering follow-up adjustments by many manufacturers, Jiantao Laminate, a leading copper-clad board company, issued another price increase letter. The reason for the price adjustment was rising copper prices and full orders. Analysts believe that Jiantao's price increase is expected to trigger other manufacturers in the industry to follow suit. According to the price increase letter, due to the main raw material for copper-clad sheets, the price of copper has risen sharply, and customers have recently stocked up a lot of goods. The company's production capacity was fully filled in May. Due to cost pressure, the price of related sheets will increase by 5-10 yuan/sheet starting today. According to information, the main raw materials for copper clad sheets include copper foil, resin, and glass fiber cloth, of which the cost of copper foil accounts for
Guosheng Securities: Copper clad plate prices are rising, and the industry's profit level continues to recover
The Zhitong Finance App learned that Guosheng Securities released a securities research report stating that the copper-clad plate industry will enter a price increase cycle against the backdrop of rising upstream prices and a recovery in downstream demand. Benefiting from a good competitive pattern and a lengthening downstream preparation cycle, profitability is expected to gradually improve. It is recommended to focus on the industry leader Jiantao Laminate Board (01888) and Jiantao Group (00148), as well as A-share leader Shengyi Technology (600183.SH). For flexible varieties, it is recommended to focus on Huazheng New Materials (603186.SH) and New South Asian Materials (688519.SH). Guosheng Securities said it is optimistic about the subsequent net price of copper-clad plates
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