Pay attention to the key news of Taiwan stocks before the market, the Russian-Ukrainian war continues to rage, and Hon Hai’s internal sand table deduces three scenarios, and proposes relevant response plans for business, finance, and investment units; the “demon nickel” incident is a wake-up call for depots, and other types will inevitably be introduced in the future. Battery materials such as mid-level or entry-level will accelerate the introduction of lithium iron phosphate. The following are the important financial news that you must watch today (14).
Hon Hai looks at the internal research report of the Russian-Ukrainian war and analyzes the three scenarios to deduce the response plan of each unit
The Russian-Ukrainian war intensified, and Hon Hai (2317-TW) also conducts sand table deductions internally, conducts risk assessments, and deduces three possible scenarios: short-term ending, long-term resistance, and European and American participation in the war, and proposes relevant response plans for business, financial, and investment units.Read the full article…
The surge in nickel prices wakes up the alarm, and electric vehicle batteries accelerate the introduction of lithium iron phosphate
Nickel prices soared past 100,000 a tonne last weekDollaris dubbed “demon nickel” by the outside world, but since electric vehicle batteries contain a large amount of nickel metal, this incident also wakes up the alarm for the depot. In the future, other battery materials will inevitably be introduced. Effectively reduce the dependence on rare metals such as cobalt and nickel.Read the full article…
The increase in inventory is a short-term factor, and the upward trend of garment factory operations remains unchanged.
There is a murmur in the ready-to-wear market. Ru Hong (1476-TW) released the news that the inventory level of downstream brand customers has increased, which has caused market concerns. However, industry analysis shows that the overall demand is still rising, and the inventory of some products is still low, and the ASP of manufacturers is also increasing. The increase in inventory should be a short-term phenomenon.Read the full article…
BYD’s electric vehicle sales surge, Taiwan cooling plant Yuanshan, Taishuo operating supplement
According to the global electric vehicle sales rankings in January, BYD (002594-CN) sales significantly lead the US electric car maker Tesla (TSLA-US), won the global electric vehicle sales champion; BYD’s total sales doubled in February, and it is expected that sales are expected to increase in the third quarter when the forecast situation eases. Automotive cooling supplier Taishuo (3338-TW), Wonsan (6275-TW) operating tonic.Read the full article…
Taiwan Optoelectronics Co., Ltd. plans to issue CB to raise funds to build a new plant in Dayuan to lock IC substrate materials
Taiwan Optoelectronics (2383-TW) officially sent to the Financial Regulatory Commission, and plans to issue a convertible company (CB) to raise 3.5 billion yuan to support the construction of a new plant in Dayuan in Taoyuan to lock in the production of IC substrate materials. This is the largest PCB industry fundraising case this year. The sponsoring brokerage is Yuanta Securities.Read the full article…
Gigabyte estimates that Q2 will gradually improve, this year’s revenue will be 130 billion yuan
Gigabyte (2376-TW) Optimistic about the future growth of Netcom’s server business, and plans to split the related business to 100%-owned subsidiary Giga The annual increase of more than 10% will break the 130 billion yuan mark for the first time. As for the shortage of materials in the supply chain, it will be gradually improved in the second quarter.Read the full article…
Global fear of “breaking neon” crisis Ministry of Economic Affairs: domestic manufacturers still have safety stocks
The conflict between Russia and Ukraine has lasted for more than two weeks. According to foreign media reports, Ingas and ryoin, the two major suppliers of neon gas in Ukraine, have announced the suspension of operations, triggering a global “neon breaking” crisis. In response, the Ministry of Economic Affairs said on the 12th that domestic manufacturers have already Prepare in advance, and have safety stock after inquiries, and the supply chain production will be safe in the short term.Read the full article…
Acer’s commercial demand momentum continues this year’s Taiwan market
Brand manufacturer Acer (2353-TW) Benefiting from the epidemic to stimulate the demand for laptops, last year’s operation was stable and high-end. Looking forward to the future, Zhang Shixin, chief operating officer of Taiwan, said that the overall commercial and household demand will remain high-end, and the channel inventory is also healthy. In addition, there are still education projects available in the second quarter. In this period, we are not pessimistic about operations, and strive to make our operations in Taiwan better this year than last year.Read the full article…