Although foreign investment in Taiwan stocks is bearish, there are still targets, mainly small and medium-sized stocks, such as Jian Qiao (4114), Yuantai (8069), etc., and are relatively unfavorable to weight stocks, such as TSMC and Fubon Gold. , The panel is double tiger, but under the strong domestic capital and foreign investment, both AUO and Innolux have both surged today, and Innolux is still lighting up the daily limit during the intraday, performing well.
It is understood that Innolux (3481) held a legal meeting on the 18th. Due to the slow destocking of inventory, the company revised down its operating outlook for the third quarter. It is expected that shipments will decrease by 10-15% in the quarter, and the average capacity utilization rate will be regarding 50-70%.
but,Yang Zhuxiang, general manager of Innolux, said that the sales growth of China’s 618 and Prime Day in the United States has turned positive, coupled with the impact of power cuts in Sichuan on panel output, under the influence of two factors, it is expected to accelerate inventory depletion, and it is expected that this cycle will be the end of this year. bottom of the year, a good start early next year。
also,Although investment trust and foreign capital have been embarrassed by each other recently, they still have the same target when buying over-standard.indicating that the market has recently paid high attention to small and medium-sized stocks that have turned around and grown in operation.
Jian Qiao and Yuan Tai held steady in the short term and attacked high on Friday. As of 11:39 in the morning, they temporarily reported a rise of 8.43% and 2.73%, respectively, including short and medium-term moving averages such as the 5th, monthly and quarterly lines. Keep track.
※Disclaimer: The content of individual stocks mentioned in the article is not any investment advice or reference. Please judge and evaluate risks carefully and be responsible for your own profits and losses.
(Yuan Haoting, Digital Editor, Business Times)
