600584 JCET Group Loading...

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22:49
May 04
TheValueist Founder, Atlas Peak Research
Long OSATs benefiting from back-end tightness and rising packaging/test utilization, a strategic supply constraint.
600584
MED
22:41
Apr 27
TheValueist Founder, Atlas Peak Research
Bearish view on Chinese OSATs and fablite companies (Broadcom, Marvell) that face risk from backend capacity constraints and potential supply chain disruptions.
600584
HIGH
01:29
Apr 23
TheValueist Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
Long OSAT and test equipment companies as external tightness in assembly, test, and back-end semiconductor capacity creates a positive near-term environment for these outsourced providers.
600584 1ST
MED

About 600584 Analyst Coverage

Buzzberg tracks 600584 (JCET Group) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked.