Taiwan stocks

  • The first financial report is disclosed

    Taiwan stocks made quite good profits in the first quarter of the year. AI servers increased their shipments. From upstream TSMC equipment to component suppliers, they all delivered brilliant results in their first-quarter financial reports; construction of heavy electronics, shipping, automotive AM components and domestic demand In addition, financial profits have also grown significantly.[Text/Fang Yashen] The market has been clamoring for the United States to cut interest rates, but the time has been delayed again and again. Geopolitics has affected the transportation of raw materials and inflation cannot be reduced. Now the latest expectations are that interest rates will be cut in September and December, so the U.S. dollar index is relatively strong.The Taiwan dollar depreciated by 4.0% in the first quarter. Taiwan\’s export value in the first quarter was US$110.3 billion, which was the highest year-on-year increase in the same quarter in previous years. 9%, the strongest growth rate in seven quarters.Mainly supported by the application of AI, the export of information communication and audio-visual products in March was written on 126. US$500 million, increasing by one per year….

  • The capital party continues to share the sacred mountain, and the shipping team leads the charge

    Shenshan TSMC leads the way with weighted stocks, and the weighted index reaches another peak. All first-quarter financial reports are released. Stock prices adjust with profits. Financial stocks also have yield-themed container shipping, which has the advantage of rising quotes.[Text/Huang Junchao] The most important key to the weighted index breaking through 21,000 points and continuing to hit a record high is still the national guardian TSMC’s April revenue of 236 billion yuan, a monthly increase of 20. 9%, an annual increase of 59%. Six percent was the second highest in a single month and a new high in the same period. The annual growth rate in the first four months rose to 26. 2% first quarter financial report EPS 8. The 7-yuan interim shareholders\’ meeting raised the cash dividend to 4 yuan, driving the stock price to a record high of 844 yuan.TSMC is the anchor of the index. Despite the impact of the earthquake and the off-season for mobile phones in the second quarter, NB/PC demand still needs to recover. However, the demand for AI chips continues to be…

  • Buffett holds cash to set new record

    arts. Hong Baoshan\’s annual Berkshire shareholders meeting is a time for shareholders to pay tribute to Buffett. Berkshire owns domestic businesses in many different industries such as railroads, insurance, energy, industrial and consumer goods, and also holds a stock market investment portfolio of approximately US$360 billion. Berkshire Hathaway\’s earnings report provides another window into the U.S. economy.Buffett said that the three companies are the best companies. He reduced his holdings in Apple only because of the tax burden and had nothing to do with fundamentals. This year, there would be no Charlie. Munger\’s first Berkshire shareholder meeting was also the sixtieth time Buffett participated in a lengthy question-and-answer period.Everyone wants to find future investment opportunities from the movements of Berkshire Hathaway. In the first three months of this year, nearly US$20 billion worth of stocks were sold while buying US$2.7 billion. In particular, in the fourth quarter of last year, it reduced its holdings of approximately 10 million Apple shares. Accounting for 1% of his shareholding, in the first quarter of this year, he once again cut his Apple shareholding…

  • Q2 revenue opens red and bottoms out for mainstream stocks

    As the first-quarter financial reports and April revenue are released one after another, stocks with outstanding performance are also favored by funds. If the second-quarter operations are expected to improve, the stocks are more likely to have longevity.[Text/Wu Minzhen] The first quarter financial report and April revenue of Taiwan listed companies are coming out one after another. During the peak season, short-term funds will also start to focus on performance-themed stocks, and if the second quarter operation is expected to be upward, the targets will also be attract more market attention.Looking further, there are many stocks that have achieved the strongest April revenue in history, such as Hon Hai, Yongxinjian, ADATA, Zhending KY, Yingwei, etc. The single-month performance has become the most popular focus in the same period.Funding highlighted the performance theme. Hon Hai\’s revenue in April was 5,108. 9.6 billion yuan, a monthly increase of 14. 2%, an annual increase of 19%. The revenue of its four major product lines, including computer terminal products, consumer smart products, components and other products, and cloud network products, has experienced both monthly…

  • Old real estate stocks are making a hot rebirth after 30 years

    Taiwan\’s asset prices have been stable and upward for a long time. Even though the performance of established asset stocks may not be stable, if they can effectively activate their assets, they will bring huge profits and cash flow, which will benefit the company\’s future development.[Text/Huang Junchao] There are only 23 million people and 3.3 million acres of land. With an area of ​​60,000 square kilometers, Taiwan is already the world\’s second-largest economy. The U.S. Financial Monthly Global Finance ranks Taiwan the 14th richest country in the world based on purchasing power evaluation (PPP). Allianz Group ranks Taiwan in the world based on net financial assets per capita. The fifth richest country ranks 14th. 160,000 euros (approximately NT$4.93 million) The UBS Global Wealth Report points out that Taiwan\’s total assets account for about one-third of the world\’s total wealth. Two percent is about the same as India, which has a population of 1.4 billion, and the quasi-rich group is about 9.6 million people. Four out of ten people meet the definition. Various reports show the same thing. Taiwanese people are…