ATS ATS Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
22:35
05 авг
05 авг
Watch European PCB names on scarcity
Watch ATS (AT&S) and SCE on strategic scarcity from TTM's European entry, but TTM's expansion also adds future competition; research map only.
Сред.
20:42
05 авг
05 авг
Watch substrate makers on pricing-power upside
Watch Ibiden, Unimicron, Kinsus, and AT&S after Ibiden's guidance raise: substrate ASP/mix drove most of the profit uplift and capacity stays tight, signaling stronger substrate pricing power. Not an author position.
Сред.
22:43
28 июл
28 июл
Watch advanced-substrate and PCB suppliers as KLA’s call confirms accelerating demand from HPC.
Watch advanced-substrate and PCB suppliers as KLA’s call confirms accelerating demand from HPC, driving strong growth for these names.
Сред.
00:31
10 июл
10 июл
The author notes AT&S remains up 40% on the month despite a correction.
The author notes AT&S remains up 40% on the month despite a correction, calling it impressive but not stating a personal position or forward call.
23:47
24 мар
24 мар
AT&S named in tight transceiver PCB supply
Author names AT&S as one of four major optical transceiver PCB manufacturers, noting lead times have extended to 6 months — a supply-tightness signal in the sector.
Низ.
00:15
13 фев
13 фев
Watch advanced packaging on HBM growth
Watch OSATs, substrates, and advanced packaging tooling as HBM packaging becomes a top-tier capex pool.
Сред.
Об аналитическом покрытии ATS
Buzzberg отслеживает ATS (ATS Corporation) в 3 источниках. Бычьих сигналов: 0, медвежьих: 0, от 3 аналитиков. Сентимент разделён поровну. Всего отслеживается 6 торговых идей. Последние спикеры: TheValueist, temple_eight, zephyr_z9.