600183.SS SHENGYI TECHNOLOGY CO LTD Loading... : Bullish and Bearish Analyst Opinions
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22:13
Jul 14
Jul 14
AI-driven CCL demand, deeply undervalued.
Shengyi Technology reported strong earnings, with Q3 net profit expected to rise 131% YoY. The company commands 14% global CCL market share. CCL prices have been hiked 15% in July alone, with further increases expected due to structural supply tightness. High-end AI server CCL shipments are growing rapidly, driving margin improvement. Despite the boom, current valuation is only 0.94x P/B and forward P/E remains low. The analyst target price of 175 implies 18% upside and next-year P/E of 35x, with further earnings upgrades possible.
HIGH
07:23
Jun 01
Jun 01
GF Securities provides a supply-chain analysis of PTFE material adoption for NVIDIA's Rubin Ultra backplane, listing beneficiaries without expressing a personal position.
About 600183.SS Analyst Coverage
Buzzberg tracks 600183.SS (SHENGYI TECHNOLOGY CO LTD) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Wang Bujang, jukan05.