As the pressure of global high inflation heats up, the market has been volatile since June this year. According to data from the Public Information Observatory, many companies are optimistic about the good operating physique of their companies and will survive the headwinds and fly high again. When the stock price is relatively low, the increase in buying and holding is supported. However, there are also manufacturers whose stock prices have collapsed from the high point, and senior executives have successively adjusted and sold their holdings.
The pressure of high inflation has hit the demand for consumer products such as notebook computers hard. Brand factories have a conservative outlook for the second half of the year. Acer (2353-TW) Chairman Chen Junsheng, including 11 senior executives, spent more than 88 million yuan in June, adding about 3,274 shares of their own. Wistron (3231-TW) The chairman of the group, Lin Xianming, kept a low-key increase in his own holdings of about 1,000 shares in August, and director Peng Jinbin also knocked in 100 shares at the same time.
The memory industry is affected by the collapse of NAND Flash prices and weaker demand, however, Phison (8299-TW) high-level executives have successively increased their own stocks to support, including chairman Yan Weijing, general manager Ouyang Zhiguang and other high-level executives, bought a total of 292 stocks from June to August.
The cooling industry is also affected by factors such as slowing demand for consumer products such as laptops and poor graphics card market conditions, but Shuanghong (3324-TW) Chairman Lin Yushen is optimistic about the long-term outlook of the industry and optimistic about the future operation. In June, he also increased his own stock by 99 shares, and increased his holdings by 30 shares in July.
Elite (2331-TW) The transformation strategy has worked, and the industry has successfully turned from loss to profit in the second quarter, driving the simultaneous turnaround of operations in the first half of the year. Chairman Zhong Yiwen increased the number of elite shares through Ruijin Investment in July to hold about 351 shares. The parent company Datong (2371-TW) In order to strengthen group cooperation, it also spent about 194 million yuan in August, adding 8,201 shares.
Shangwei Investment Control (3708-TW) Since May this year, Dong Zuo Cai Chaoyang has increased his own company’s holdings for four consecutive months, buying a total of 473 shares, accounting for about 0.5% of the total number of shares, of which 293 shares have been increased in the past three months.
Wafer foundries are facing the impact of customer inventory adjustments, the industrial boom cycle has peaked, and the stock prices of major factories have been revised down since June. Wafer foundry leader TSMC (2330-TW)(TSM-US) A total of 9 deputy general managers continued to show confidence in the market outlook, adding a total of 64 stocks from June to August.
UMC (2303-TW)(UMC-US) is that after 6 vice presidents or associate-level senior executives sold 492 shares in the second quarter, 2 vice presidents also sold their shares in August, adjusting the number of shares to 280, which is equivalent to nearly 3 months of high-level executives. A total of about 772 supervisors were released; LSMC (6770-TW) In the past 3 months, a total of 13 vice-president or associate-level senior executives have adjusted each time, and the number of sheets has exceeded 1,200.