Wanbao Investment Gu Chen Zirong pointed out that after Taiwan stocks rushed to 16,000 points, many investors made big red envelopes, but they also worried that the Taiwan stock index was too high. Indeed, Taiwan stocks have concentrated their gains since November last year. They have risen by nearly 4,000 points in less than four months. Of course, the easing of international funds is a big plus, but Taiwan’s economic performance in this epidemic has indeed made the international Admiringly.
Taiwan’s economic growth rate in 2020 has been revised several times, and the latest estimate is 3.11%. According to IHS statistics, among the top 30 countries with the largest economic scale in the world, Taiwan’s economic growth rate will rank first in 2020. 2021 The economic forecast for the year is even as high as 4.64%, which will be a new high in seven years. As for the revenue of Taiwan listed companies, it also set a record of 34 trillion yuan last year; the number of companies earning more than one equity in the whole year is estimated to increase to 101; and the legal person estimates that the overall after-tax net profit for the whole year of last year is expected Surpassed the historical high of 2.17 trillion yuan in 2017.
Taiwan’s economic performance is sufficient to support the continued upsurge of Taiwan’s stocks, and the Financial Regulatory Commission has repeatedly stated that it will maintain the momentum of Taiwan’s stocks and strengthen the competitiveness of Taiwan’s stocks. It plans to launch a comprehensive stock market-making mechanism in June and the “Taiwan Innovations” to be launched in the second half of the year. A series of market-making plans in the two major sectors of the “Board” and “Strategic New Board” all show that the government intends to do more in the stock market. With capital, fundamentals, and government support, Taiwan stocks still have room for an upside.
Of course, the market has recently begun to discuss that inflation may trigger interest rate hikes to affect the stock market. The interest rate futures market speculates that interest rates will rise around the beginning of 2023, but the Federal Reserve (Fed) itself estimates that interest rates will not rise until the end of 2023 at the earliest, and in terms of funds, it still reiterated that it will maintain loose monetary policy until the economy returns to normal.
In fact, there is another way to fight against inflation, which is Bitcoin, which has become so hot recently. Large companies including Bank of New York Mellon, Mastercard, online payment giant PayPal, mobile payment Square, Robinhood Markets and so on have expressed their acceptance of bitcoin transactions. No wonder Bitcoin has recently hit a new high again, surpassing $50,000, and its market value has officially exceeded $1 trillion. In addition to Tesla CEO Musk who is optimistic about the development of Bitcoin, even Wall Street female stock god Cathie Wood also shouted that Bitcoin will rise to $250,000. BlackRock, the world’s largest asset management company, sees this trend. Also began to invest in Bitcoin.
Wanbao Investment Gu Chen Zirong pointed out that under the overlord’s capital frenzy, this mining trend is expected to create another investment peak. Related concept stocks include Elite (2331-TW), Biostar (2399-TW), and Shaoxun (6150). -TW), Gigabyte (2376-TW), etc. are expected to benefit. The share price of Gigabyte, which I shared with you on 1/21, rose from 76.1 yuan to a recent high of 86.9 yuan, an increase of 10.8 yuan, an increase of nearly 15%; in addition, the share price of the photomask (2338-TW) recommended on 1/22 has been for five consecutive trading days It surged, and the daily limit was pulled again on Monday (2/22), with an increase of up to 50%. If you are optimistic about the trend and find a good place to buy, even if the index climbs higher, you can easily make a profit.
Biostar (2399-TW)’s January revenue was 211 million yuan, a record high in the same period in the past three years, with a monthly increase of 31.2% and an annual increase of 32.3%; foreign investment has continued to buy since January, and recently it has bought more than 20,000 yuan for 11 consecutive days. Zhang; The stock price has risen from the bottom recently and will challenge the highs of the previous wave; due to the tight supply of ultramicro chips, the new product shipments are strong, but the board sales of the previous generation chip architecture platform are still very popular, and the price continues to rise; Bitcoin Concept stocks are expected to continue to rise as Bitcoin continues to heat up.
Elan (2458-TW) benefited from long-distance business opportunities, with a high market share in notebook touch panels, touch chips, fingerprint recognition chips and other fields, driving revenue to exceed RMB 10 billion for the first time last year, with more than one share of profit per share The net profit after tax was 3.246 billion yuan last year, an annual increase of 30%, and the net profit per share after tax was 11.14 yuan; the board of directors approved the distribution of last year’s surplus and plans to distribute a cash dividend of 9 yuan per share, with an estimated yield of 5.41%; Demand for laptops, Chromebooks, etc. continues to be strong. The legal person estimates that the performance of the first quarter is expected to grow by double digits, and this year’s revenue and profit will continue to hit new highs, outperforming last year.
Tongxin Electronics (6271-TW) benefited from the large customer Will Semi’s increased market share in mobile CIS (CMOS image sensor), upgraded specifications, and the layout of automotive electronics. This year’s revenue is estimated to be nearly 13 billion It will earn more than one share capital, and foreign investors will give a buy rating for the first time, with a target price of 260 yuan. The vehicle has a wide range of layouts and will increase revenue growth with the recovery of the auto industry.
Of course, there are some good stocks that still have advantages in short-term chips under the high-end index fluctuations, including related stocks such as electric self-driving cars, AI, and 5G. However, due to the limited space, please go directly to the fan group to see. , I hope it will help the readers.
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