Entry47.05→Now47.15
China Jushi leads electronic glass fiber shortage. Open original source
600176.SS China Jushi Co. Ltd. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
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00:38
Sep 16
Sep 16
China Jushi leads electronic glass fiber shortage.
China Jushi is the global No.1 electronic-grade fiberglass/glass-fiber cloth maker with about 25% market share. AI server demand is driving electronic-grade fiberglass fabric prices, with the 7628 product up 49.3% YoY and potential 3Q ASP up about 48% QoQ; 2Q revenue rose 27% YoY and operating profit 74% YoY with 44% gross and 30% operating margins. Supply shortages in electronic-grade glass fiber cloth are expected from late next year through early 2028, while capacity expansion and customer certification should add operating leverage. At 15-20x next-year earnings, the stock could rise 20-60% versus yesterday's close and potentially double over a year if current prices hold.
HIGH
22:45
Feb 22
Feb 22
Long a major Chinese glass fiber producer based on reports of tightening supply and significant.
Long a major Chinese glass fiber producer based on reports of tightening supply and significant, recurring monthly price increases expected to continue through year-end.
HIGH
About 600176.SS Investor Commentary
Across the available history and selected sources, Buzzberg tracks 600176.SS (China Jushi Co. Ltd.) across 2 sources: 1 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Wang Jeong, @jukan05.