The "hot" of PCB and the "cool" of Jianye's baseboard
The strong demand for PCB products in the communications industry has been confirmed. After all, the A shares of Hudian shares have risen nearly ten times since last year's low point, and the stock has a large net profit in the middle of 2019.
Text Label:The "hot" of PCB and the "cool" of Jianye's baseboard
The strong demand for PCB products in the communications industry has been confirmed. After all, the A shares of Hudian shares have risen nearly ten times since last year's low point, and the stock has a large net profit in the middle of 2019. Increased by 168%, the stock price and performance resonate. As the raw material of PCB, the investment value of the copper-clad board is also tapped by the market with the rise of PCB. The most representative one is the A-share's Shengyi Technology, which has nearly tripled this year. After Shengyi Technology surged, its competitor Jianye Laminate (01888) also performed. From the low of 5.32 Hong Kong dollars per share during the year, as of the close of September 16, the stock has recorded a nearly 40% increase. However, compared with Shengyi Technology, the increase is obviously behind. According to data from Prismark Partners LLC, the Jianye laminate has a global market share of 14% in 2018 and has been ranked first in the global CCL market for 14 consecutive years. The same is the production of CCL products, and the market share of Jianye Laminates is greater than that of Shengyi Technology, but the share price increase is far behind. Is there any investment opportunity worth exploring?
2019-06-12
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