US Market: a weak start but finished strongly. >> ongoing reopening narrative continues to be a powerful tailwind.
Stock: Macronix 2337 pay a cash div of $1.2/share. 3.55% div yield.
News: MTK -VE as OPPO accelerates the progress of inhouse chips; Aspeed 5274, broker lift TP to $1800; HHai, Pegatron, Genius, TSMC, FPCC, Parade, Asmedia...
Spotlight for Thursday & Friday
Beijing will hold a key vote on a controversial new security law on HK today, Thu. >> US declares that Hong Kong is no longer enjoying autonomy from China
MSCI adjustment (cuts Taiwan's weighting) will take effect after markets close on 5/29, Friday
Observation: Street keep watching textile (UA +8.3% re hopes for an economic recovery. +ve for Eclat 1476, 5-7% of rev contributions from UA); Automation's solid orders and price hike (HiWin 2049, Airtec 1590); Travel/hotel/domestic consumption after the easing of COVID-19 & reopening.
Others
MS raised Parade 4966 TT TP$1130, ASMEDIA 5269 TT TP$1460 to uphold IC names.
Pixart 3227 TT FINI+ITC+ Prop all net buyer yday Cathay Sec to hold investors conf online today.
Micron jumped +7% raises F/c on STRONG Chips demand +VE for Nan Ya Tech 2408 TT, Phison 8299 TT.
UA +8%/SKX +6% rally +VE for ECLAT 1476 TT, MAKALOT 1477 TT.
Taiwan 5G monthly cost LOWEST in the world US$20/month on press headline +VE.
Share this post
|Morning|5/28 香港及MSCI
Share this post
早安各位！ 不要看到美股的動向就很興奮，這幾天台灣及亞股之間還是缺少了點自信，雖然有漲，但弱弱的，今明兩天還是有「香港國安法」及「MSCI調降台股權重」的隱憂得渡過。 未來會不定期的提供更多深入產業與公司研究，但早上和大家說說市場的，感受感受市場的溫度。
涮涮九等再進場，幾項重點今天
北京今天(周四)會表決來通過香港國安法，而就在昨夜美國也宣佈，將修法不再提供香港的特別待遇。
市場震盪的另一個原因在於明天（周五）收盤後，MSCI將調整台灣的權重。
新聞中，聯發科(2454)因為大陸OPPO將積極的發展自家智慧型手機晶片，新聞有點負面解讀，但實際上這也不是太新的新聞，而且OPPO的技術能力我仍打個問號。
信驊(5274)連續被外資調升目標價，美林甚至訂了NT$1800的目標價，現在是怎樣？原因就是華為被美禁後，信驊在伺服器市場主要的大陸最大客戶浪潮將搶食市佔。
紡織類股（UA因為解封的期待大漲了8.3%，而儒鴻(1476)營收5-7%來自UA)
自動化設備（上銀2049、亞德客1590都被討論第二三季訂單能見度，也期待訂單產品有漲價空間）
台灣疫情後的旅遊、交通、通路買氣
|智邦2345| 今開盤智邦又是一個強勢上漲的格局，我在前幾篇有稍微提到智邦的狀況，目前技術線指標上揚，在過股價前高後，等於持有的股東在近期買的都沒有虧到本，加上5G、資料庫等題材，還有市場討論的微軟、亞馬遜之外，我覺得中美貿易戰及香港問題後，許多資料將加速外移；智邦在中國大陸的業務比重小，多數在美國，以法人心態來看相對具成長性。
Share 涮涮九等 投資升等
US Market: a weak start but finished strongly. >> ongoing reopening narrative continues to be a powerful tailwind.
Stock: Macronix 2337 pay a cash div of $1.2/share. 3.55% div yield.
News: MTK -VE as OPPO accelerates the progress of inhouse chips; Aspeed 5274, broker lift TP to $1800; HHai, Pegatron, Genius, TSMC, FPCC, Parade, Asmedia...
Spotlight for Thursday & Friday
Beijing will hold a key vote on a controversial new security law on HK today, Thu. >> US declares that Hong Kong is no longer enjoying autonomy from China
MSCI adjustment (cuts Taiwan's weighting) will take effect after markets close on 5/29, Friday
Observation: Street keep watching textile (UA +8.3% re hopes for an economic recovery. +ve for Eclat 1476, 5-7% of rev contributions from UA); Automation's solid orders and price hike (HiWin 2049, Airtec 1590); Travel/hotel/domestic consumption after the easing of COVID-19 & reopening.
Others
MS raised Parade 4966 TT TP$1130, ASMEDIA 5269 TT TP$1460 to uphold IC names.
Pixart 3227 TT FINI+ITC+ Prop all net buyer yday Cathay Sec to hold investors conf online today.
Micron jumped +7% raises F/c on STRONG Chips demand +VE for Nan Ya Tech 2408 TT, Phison 8299 TT.
UA +8%/SKX +6% rally +VE for ECLAT 1476 TT, MAKALOT 1477 TT.
Taiwan 5G monthly cost LOWEST in the world US$20/month on press headline +VE.