Can the 14 laugh-out-loud passive components still be bought? What an amazing invention

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After Yager (2327) resumed listing after capital increase, the stock price rose...

After Yager (2327) resumed listing after capital increase, the stock price rose by 200 yuan (59.88%) in less than three months. Are there any companies that can survive among passive device stocks? The entity believes that demand generated from new applications such as 5G, mobile phones and satellite orbits will benefit from further growth, including Yageo, Huaxinke (2492) and Hesentang (3026). You may want to wait for New Year's Day before planning.


Can the 14 laugh-out-loud passive components still be bought? What an amazing invention

Passive components Yageo and Huaxinke duo announced consolidated revenue in December last year. Yageo's consolidated revenue in December last year was 9.01 billion yuan, down 10% month-on-month and up 9.5% year-on-year. Inventory adjustment in the electronics industry; Cumulative annual revenue reached 121.069 billion yuan, an increase of 13.6% over the previous year, reaching a record high.


In December last year, Huaxinke's consolidated revenue was 2.372 billion yuan, down 11.44% from the previous month and 19.05% from the previous year. In the fourth quarter of last year, consolidated revenue was 7.5 billion yuan, down 8.8% from the previous quarter. 16.8% annual decline; Last year's consolidated revenue was 35.332 billion yuan, down 16.05% from the previous year.


Two U.S.-based foreign capital reports were also optimistic about Yageo, mainly because MLCCs are filling demand, cycles are improving, and the automotive market is promising. The strong buy list target price was lowered from 940 yuan to 900 yuan. Annual growth in earnings-per-share (EPS) for 2023-2024 is estimated at 10%.


Another US-based foreign investor said the opening up of mainland China would lead to increased consumption. Recovery is expected to begin in the second quarter. The MLCC cycle is showing signs of improvement, and Yageo's P/E ratio is only 8. Multiply the investment value. We raise our target price from CNY495 to CNY630 and reiterate Overweight.


Yageo opened today (10) at 522 yuan, down 3 yuan, and rose more than 1% to 534 yuan during the day. The standard price for transaction recovery after Yager's capital reduction was 334 on October 31 last year. Converted into renminbi, the stock price rose 200 yuan in less than three months, an increase of about 60%. Can I still purchase Yageo and inactive component resources?


Securities analyst Zhang Chenhao said that passive components will benefit from demand trends, including new applications such as 5G, mobile phones and satellite orbits, further increasing the demand for passive components. , Short-term surge, can wait for New Year's plans, Huaxinke and Hesentang in the same group are also worth paying attention to.


In addition to passive components stocks, Zhang Chenhao is also optimistic about the topic of aluminum price rises. Alcoa stocks rose mainly due to the rise in aluminum raw material prices. It can be seen in the stock concept related to Taiwanese stocks. Expected profit of Tingxin (2358), paying attention to the topic of rising aluminum prices.


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up 2023年01月10日 11:54
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