The latest US CPI annual growth rate was 8.2%, slightly higher than the market expectation of 8.1%, of which the core inflation excluding food and energy was as high as 6.6%, which was both higher than expected and hit a new high in 40 years, indicating that inflation It remains high-grade. The Fed will raise interest rates several times.Dow JonesIt fell more than 500 points at the opening, and fell below the 29,000-point integer level. However, the intraday low buying orders entered the market, driving theDow JonesPull back to recover the integer level of 29,000 points. The 29,000 level is indeed defended. There is a negative signal on the technical side of the US stock market. The probability of continuous decline in the short term is not high. It is expected thatDow JonesIt will stay above the 29,000-point integer level, make a bottom back and forth, and wait for the market to fade away.
After the National Day holiday, the market continued to break down. During the period, the Financial Supervisory Commission took action to expand the air limit order, including reducing the daily number of intraday securities borrowing and selling orders, from 20% of the 30-day average transaction volume of the securities to 10% , the short-selling margin for securities lending has also increased from 100% to 120%, but the market still does not buy orders and continues to fall below the integer level of 13,000 points.Dow JonesSticking to the integer level of 29,000 points, plus TSMC said that the gross profit margin in Q3 will break through 60%, and the earnings per share will be 10.83 yuan, both of which are better than market expectations. Driven by weight stocks, the oversold part of Taiwan stocks is expected to be Recover lost ground next week.
This wave of decline in Taiwan stocks was initially due to the US interest rate hike, and the US bond yield rose sharply. The US 2-year bond yield rose to 4.48%, and foreign capital continued to withdraw from Taiwan, causing the dollar exchange rate.New Taiwan DollarThe sharp devaluation, which intensified the withdrawal of foreign capital, led to the heavy fall of large-capitalized stocks and the spread of market panic. From large-cap stocks to small and medium-sized stocks, the overall decline in financing balance was greatly reduced by 21.1 billion this month. The four Taiwan stocks fell below 10,000, and the short-term opportunity for a rebound has been brewed.
Although from a long-term perspective, Taiwan stocks are still relatively bearish, but if the short-term has deviated from the monthly and quarterly lines very far, the room for continued decline is limited. At this stage, the risk of “going long” is relatively low. If investors are full of stocks , Taiwan stocks have a higher chance of rising following a rebound. If you want to sell or exchange, you should at least wait for the rebound to the monthly line, and if it does not hit a high for three days, then consider exchanging shares; on the contrary, investment friends who still have funds can take advantage of the rebound wave. Take on the dips, wait for the rebound to the monthly and quarterly lines and not rise, then clear the holdings and earn a rebound. For stocks that have fallen deeply, you can choose WorldCore-KY(3661-TW), EVA Air (2618-TW), Aditya (8933-TW), Qiqi (6285-TW)
WorldCore-KY(3661-TW)
The United States has escalated its blockade against China’s semiconductors. In addition to prohibiting the export of high-end chips to China, it also blocked 31 Chinese companies, including Yangtze Memory, and imposed restrictions on logic chips and memory chips, and even American citizens were not allowed to serve in the Chinese semiconductor industry. Senior cadres, as soon as the news came out, the related stocks of Silicon Intellectual Property, which had bucked the trend and resisted the decline, plummeted in an all-round way, and Shixin fell by nearly three downs. In fact, 70% of Shixin’s business comes from the United States, and China only accounts for 3 The impact of the ban in the United States is limited. In September, revenue was 1.46 billion, a monthly increase of 25.5% and an annual increase of 61.8%. Yuan level, deviating from the quarterly line by 15%, the probability of a short-term rebound to the quarterly line is high, you can buy at a low price, and the rebound to the quarterly line is unable to sell and take profit!
EVA Air (2618-TW)
As soon as the news of the unblocking was announced, it opened high and went down. After the official unblocking on 10/13, the stock price went down with the Taiwan stock market. Buy, the revenue in September was only 11.3 billion, which is still a gap from the average of 15 billion before the epidemic in the past. However, the revenue of passenger transportation has experienced explosive growth, and the revenue of passenger transportation has increased by 4.7 times year-on-year, and there is room for future growth. Big, the short-term decline of the stock price has been too deep, deviating from the quarterly line by 22%, and there is room for a short-term rebound of at least 15%. It can also be undertaken on dips, and if the rebound to the monthly and quarterly line does not rise for 2 days, it will take profit.
Aditya (8933-TW)
The third largest bicycle factory in Taiwan is mainly engaged in the bicycle OEM business. As the epidemic gradually spreads, various countries around the world have been unblocking one after another, and people have gradually stepped out of the outdoors. There is a demand for leisure-related bicycles, mountain bikes, folding bikes, and beach bikes. Increase, revenue and profit will increase simultaneously. In September, revenue was 650 million, with a monthly increase of 12.3% and an annual increase of 37.3%, hitting a new record high. Strong, the stock price stands firm at 21.5 yuan next week, and there is a chance to challenge the previous wave high point of 25 yuan.
Qiqi (6285-TW)
Wistron Group reinvested in China Netcom factory. This year, under the three major demands of 5G, WIFI and low-orbit satellites, the operation performance was strong. In the second quarter, the profit per share was 1.43 yuan, compared with 0.77 yuan in the previous quarter, and the profit increased by 90.6 yuan. %, the newly announced September revenue was 9.74 billion, with a monthly increase of 14.1% and an annual increase of 68.8%. The profitability performed well. The overall bond-to-capital ratio was as high as 64%. The stock price bucked the trend and resisted the decline. The stock price stayed near the monthly line. The market rebounded. After this week’s new high, there was profit-taking and selling pressure. , the short-term has the opportunity to continue to attack the tough!
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