16 gears with double rate and double increase
The weight leader TSMC’s revenue in January returned to the 200 billion mark, and the double rate doubled, which is amazing. On the 10th, the legal person bought more than 7.497 billion yuan, and last week’s cumulative purchase exceeded 15.86 billion yuan, taking the ranking of the legal person’s super buyer crown. It has the same performance as TSMC and attracts legal persons to enter individual stocks. There are also 16 stocks including Baorui, Wangpin, and Pegatron. Both fundamentals and chips are excellent, and it is expected to continue to be the leader of the Taiwan stock market.
Sun Chuanshu, manager of PGIM Prudential’s high-growth fund, pointed out that this wave is led by technology stocks. The trend of electronic stocks continues to stand firm in the short, medium and long-term moving averages. Historical experience shows that the process of economic recession is often accompanied by the index leading following the bottom. Rebounding and rising, the index has shown signs of bottoming out since January, and has gradually reflected optimistic expectations for economic stabilization in the second half of the year, attracting international funds to replenish the technology group in advance. Still focus on themes with growth momentum, including HPC (high performance computing), data centers, new energy vehicles, and the recovery of China’s domestic demand.
TSMC, the leading wafer foundry, had a revenue of 200.051 billion yuan in January. With fewer working days, it was able to achieve a record high performance in the same period, with a monthly increase of 3.89% and an annual increase of 16.19%, which attracted the attention of the market. The legal person also booked a position early, bought more than 10 billion last week, and continued to increase the size on the 10th.
Others include Baorui, Hon Hai, Pegatron, Wangpin, IX, IST, Gourmet-KY, Xinbang, Juyou Technology, Zyxel, Zero One, Zhulong, Jiayi, Taiyong, Xunying, etc. , all of which are double-rate and double-increased revenues in January, and have been bought by legal persons, with weekly buying ranging from 51 million to 2.751 billion yuan.
Baorui recently won the throne of biotechnology stocks. With the support of CDMO (commissioned development and manufacturing services) and sales dual engines, the revenue in January was 1.896 billion yuan, the second highest in the history of a single month, with a monthly increase of 26% and an annual increase 4 times. The legal person pointed out that following the acquisition of Anshengyao, Borui has a number of scientific name drug certificates and the benefits of marketing sales, coupled with CDMO customers’ stable orders, are optimistic that this year’s revenue and profit are expected to reach new highs at the same time.
Wang Pin benefited from the unblocking of the epidemic and the recovery of the food market. In January, the combined revenue of the two sides of the Taiwan Strait was 2.17 billion yuan, and the revenue of Taiwan was 1.66 billion yuan. To meet Valentine’s Day and 228 consecutive holidays, the legal person expects that Wangpin’s performance is expected to continue the hot performance in January.
(Related news see A3)
