UMC, MediaTek, Delta and other major manufacturers will hold legal seminars this week, and they are expected to release the latest outlook for the second half of the year, and the National Development Council will also announce the June prosperity signal, which is expected to last for 4 months.” The green light for a stable economy. In addition, financial stocks and major manufacturers are scheduled to go ex-dividend this week. The following is the announcement of major events this week:
According to the law of major electronics manufacturers, UMC, AUO, MediaTek and Delta will take over in peak season
Entering the peak season of the second quarter, there are also many listed companies that will hold legal talks this week. The market is concerned about whether companies can maintain a good performance in the second half of the year under the weak terminal market. Among them, UMC will hold a legal conference on the 27th. , whether the capacity utilization rate and the foundry price will be maintained, the market is looking forward to it; then AUO will hold a relay. Since most of the current panel prices have fallen below the cash price, they may face the pressure of loss in the second quarter.
Delta and MediaTek will hold a meeting on the same day on the 29th. MediaTek will not only focus on the second quarter financial report and the outlook for the second half of the year, but also focus on the annual financial forecast, inventory adjustment, changes in market demand, cost and price trends, and new trends. The development progress of first-generation chips and the promotion of automotive products.
Delta Electronics is happy to see a good performance in the third quarter, and the second half of the year will be better than the first half of the year. Other listed cabinet companies that will hold the legal meeting also include Xinxing, Licheng, Chaofeng, Realtek, Jingce, Fengxing, Duntai, Creative, Chunghwa Electric, Taijun and other enterprises.
The National Development Council’s June prosperity signal is estimated to be green for 4 consecutive economic data released
The National Development Council will announce the June prosperity signal on the 27th, and it is estimated that there will be four consecutive months of “stable prosperity”. Uncertain factors such as supply chain bottlenecks and the pace of monetary policy tightening in major countries still exist, which may increase the downside risks of the global economy. However, my country’s exports and investment remain hot, and domestic demand is picking up, which will help support my country’s economic boom.
In addition, the Ministry of Economic Affairs will also announce the June industrial production index and wholesale industry turnover and other data. The Statistics Department predicts that the June manufacturing production index is expected to hit 29 consecutive reds, and it is estimated that it will increase by 0%-3% year-on-year. The production index will also increase by 3.8%-4.8% year-on-year, while the wholesale industry turnover in June will fall between 1.366 trillion yuan and 1.622 trillion yuan, an annual increase of 5.1%-8.1%, and the cumulative second quarter annual increase of 6.3%-7.3% .
Financial stocks Fubon Gold, Yushan Gold Chuanshan Iron and Steel, Asia Cement Ex-dividend
The ex-dividend season for listed companies is coming to an end. This week focuses on the ex-dividend of financial and Chuansheng stocks. Gold Holdings Profit Wang Fubang Jin will be the first to ex-dividend on the 27th. The next day there will be Yushan and Kaohsiung Silver. Hong, Asia Ni, and Far East New will also go ex-dividend this week. Others include Zhengxin, Changxing, Yuantai, Yujingguang, Jingshuo, Duntai, Licheng, Asus, etc.