8046.TW Nan Ya Printed Circuit Board Corporation Loading... : Bullish and Bearish Analyst Opinions
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06:30
May 14
May 14
AltayCapital highlights Marufuji Sheet Piling's improved dividend policy and cheap valuation.
AltayCapital highlights Marufuji Sheet Piling's improved dividend policy and cheap valuation, signaling a bullish view on Japan's value opportunity.
HIGH
15:46
Apr 29
Apr 29
Long Ibiden/Unimicron/Kinsus/Nan Ya PCB as substrate suppliers benefit from high utilization.
Long Ibiden/Unimicron/Kinsus/Nan Ya PCB as substrate suppliers benefit from high utilization and pricing due to tight supply for AI storage silicon.
HIGH
08:09
Apr 05
Apr 05
Nan Ya PCB flagged as higher consumer exposure risk
Author flags Nan Ya PCB as having higher consumer exposure than Ibiden/Unimicron, which will pressure revenue growth — cited in a comparative ABF substrate thesis as a relative underperformer.
MED
22:06
Jan 22
Jan 22
ABF substrate shortage drives multi-quarter pricing power
Buy ABF substrate manufacturers (Ibiden, Unimicron, Shinko, AT&S, Nan Ya PCB, Kinsus, Samsung Electro-Mechanics) as Intel's earnings call confirmed an industry-wide multi-quarter shortage; chipmakers are subsidizing ~50% of supplier capex, creating durable pricing power across the concentrated supply chain.
HIGH
About 8046.TW Analyst Coverage
Buzzberg tracks 8046.TW (Nan Ya Printed Circuit Board Corporation) across 4 sources. 1 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (25%). 4 total trade ideas tracked. Latest voices: AltayCap, TheValueist, zephyr_z9.