The nine-in-one general election will come to an end this week. Under the pre-election market boost, Taiwan stocks hit a new high in the band. How will the market respond following the election? According to historical experience, no matter whether it is an election year or not, the market price of Taiwan stocks in December has a probability of rising as high as 85% in the past 20 years. The main reason is that the United States has entered the traditional peak season of consumption. The buying momentum of Christmas and New Year has supported the trend of US stocks, and external interference has been reduced. The market for domestic legal person and group stocks has continued to increase.
Chen Kunren, an analyst at Moore Investment Advisors, pointed out that the accounting market is more obvious at the end of the year. With the above-mentioned timing reasons and the end of the year approaching, both domestic legal persons and groups will work hard to sprint their annual performance and hand in a perfect annual report card.
According to Chen Kunren’s analysis, the year-end accounting groups that should be paid special attention to this year include Yulon, Huaxin, and Formosa Plastics.
1. Yulon Group: Yulon (2201-TW), Yuyuu (9941-TW), Hirohisha (2227-TW), Zhonghua (2204-TW), Jiang Shen, and Jiayu.
2. Huaxin Group: Huaxin Branch (2492-TW), Jiabang, Jingxing (8183-TW), Nuvoton (4919-TW), East China (8110-TW), Winbond (2344-TW), Caijing (6116-TW), Huaxin (1605-TW), Shinshoden (6173-TW), Hanyubo, Jingchengke, and Xin.
3. Formosa Plastics Group: Formosa Plastics (1301-TW), Formosa Plastics (6505-TW), South Asia (1303-TW), Taihua (1326-TW), South Subfamily (2408-TW), Nanden (8046-TW), Taishoshina (3532-TW), Formosa, Formosa.
Analyst Chen Kunren pointed out that these three groups also have one thing in common, that is, they are optimistic regarding future electric vehicles and new energy storage systems, and are actively transforming, for example: Yulon and Hon Hai (2317-TW) of the MIH alliance, Luxgen N7 pure electric SUV, 25,000 units are pre-ordered, mass-produced in the fourth quarter of next year, and delivered the year following. Huaxin invested in nickel metal for batteries and energy storage equipment, etc., and the matte nickel plant and power plant will soon enter mass production. Formosa Plastics New Intelligence, a subsidiary of Formosa Plastics Group, set up a 5GWh (5 billion watt-hour) lithium iron phosphate battery core factory in Zhangbin Industrial Zone, cutting into the energy storage system, with an investment of more than 16 billion yuan.
Analyst Chen Kunren reminded that the group’s accounting at the end of the year is a big drama that must be staged every year. It must also be in line with the current hot topics and trends. The direction of the industry must be recognized by the legal person and the market. Pull out a wave of accounting and dreaming quotes.
Chen Kunren, an analyst at Moore Investment Advisors, pointed out that in addition to the domestic capital and the group’s accounting market in the fourth quarter, there is also the ongoing financial reporting gap period. In order to thank readers for their support, analyst Chen Kunren selects and shares, domestic capital is actively investing in account stocks, investment credit continues to be deployed in the middle, low-level, the stock price has just reached the top line in the first half of the year, and the gross profit rate of the product exceeds 50%. XXX9 is given to you for free.
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