000636.SZ Guangdong Fenghua Advanced Technology Holding Co., Ltd. (风华高科) Loading... : Bullish and Bearish Analyst Opinions
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00:40
Sep 14
Sep 14
Fenghua gains from Murata low-end MLCC exit.
Murata's decision to discontinue low-end MLCC products is positive for Fenghua Advanced Technology, China's leading MLCC and chip resistor maker. MLCC and resistor prices are rising, utilization is 85-90% with high-end MLCC above 90%, Q2 revenue and margins jumped, capacity is expanding, and additional 20-30% price hikes by year-end could sustain earnings improvement. Huatai's target price implies significant upside.
HIGH
About 000636.SZ Analyst Coverage
Buzzberg tracks 000636.SZ (Guangdong Fenghua Advanced Technology Holding Co., Ltd. (风华高科)) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Past 7 days: 1 bullish. Latest voices: Wang Jeong.