8046.TW Nan Ya Printed Circuit Board Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
06:30
14 мая
14 мая
AltayCapital highlights Marufuji Sheet Piling's improved dividend policy and cheap valuation.
AltayCapital highlights Marufuji Sheet Piling's improved dividend policy and cheap valuation, signaling a bullish view on Japan's value opportunity.
Выс.
15:46
29 апр
29 апр
Long Ibiden/Unimicron/Kinsus/Nan Ya PCB as substrate suppliers benefit from high utilization.
Long Ibiden/Unimicron/Kinsus/Nan Ya PCB as substrate suppliers benefit from high utilization and pricing due to tight supply for AI storage silicon.
Выс.
08:09
05 апр
05 апр
Nan Ya PCB flagged as higher consumer exposure risk
Author flags Nan Ya PCB as having higher consumer exposure than Ibiden/Unimicron, which will pressure revenue growth — cited in a comparative ABF substrate thesis as a relative underperformer.
Сред.
22:06
22 янв
22 янв
ABF substrate shortage drives multi-quarter pricing power
Buy ABF substrate manufacturers (Ibiden, Unimicron, Shinko, AT&S, Nan Ya PCB, Kinsus, Samsung Electro-Mechanics) as Intel's earnings call confirmed an industry-wide multi-quarter shortage; chipmakers are subsidizing ~50% of supplier capex, creating durable pricing power across the concentrated supply chain.
Выс.
Об аналитическом покрытии 8046.TW
Buzzberg отслеживает 8046.TW (Nan Ya Printed Circuit Board Corporation) в 4 источниках. Бычьих сигналов: 1, медвежьих: 0, от 4 аналитиков. Сентимент преимущественно бычий (25%). Всего отслеживаются 4 торговые идеи. Последние спикеры: AltayCap, TheValueist, zephyr_z9.