Focus Stocks》Wistron: Profitable in Q3, buyers rush in
Quick Look
- Benefiting from the rebound of US stocks and the rebound of TSMC's ADR, the share prices of AI Electronics' fifth brother rose on the back of revenue in October.
- Wistron rose 4.06%, Inventec rose 3.99%, Quanta, Compal, and Pegatron also rose.
- During the financial report week, the market will focus on the progress of North American AI infrastructure and sovereign AI projects.
AI-generated summary
Why It Matters
The rebound in U.S. stocks last week drove TSMC's ADR to stop falling and rebound, boosting the morale of Taiwan's technology community. AI Electronics' fifth brother's stock price rose on the back of revenue in October. During the earnings week, Inventec, Quanta, and Pegatron will participate in foreign investment legal conferences respectively. The market will focus on the long-term North American AI infrastructure plan and the progress of sovereign AI projects in various countries around the world.
As the market rebounded, Electronic Five Brother received buying orders today, pushing up its stock price. (File photo)
[Reporter Fang Weijie/Taipei Report] Benefiting from the rebound of US stocks last week, TSMC's ADR stopped falling and rebounded, inspiring the morale of Taiwan's technology community today. Among them, the fifth brother of AI Electronics is prosperous due to the increase in revenue in October. As of 9:06 am today, the stock price of Wistron (3231) was temporarily quoted at 166.5 yuan, an increase of 4.06%, with a trading volume of 4,062.
At the same time, Inventec (2356) temporarily reported 54.7 yuan, an increase of 3.99%, with a trading volume of 2,680; Quanta (2382) temporarily reported 293.5 yuan, an increase of 1.03%, with a trading volume of 2 412 lots; Compal (2324) was provisionally quoted at 32.1 yuan, an increase of 1.9%, with a trading volume of 2987 lots; Pegatron (4938) was provisionally quoted at 94.1 yuan, an increase of 1.29%, with a trading volume of 984 lots.
With the arrival of the financial report week, legal persons are generally optimistic about the third quarter profit performance of Electronics. Inventec is expected to be invited to participate in the foreign investment legal conference tomorrow (10th). Quanta and Pegatron are scheduled to attend the legal conference on Wednesday (11th) and Thursday (12th) respectively. At that time, the market will focus on the long-term North American AI infrastructure plan and the progress of sovereign AI projects in various countries around the world.
What to Watch
AI outlook — possibilities, not facts
The share price of Electronics Wuge will continue to attract attention during the earnings week, and Fa said there may be fluctuations after the meeting.
Likely · Within days
Open Questions
- What is the actual profit figure of Electronic Five Brother in the third quarter?
- How will the stock prices of various companies move after the meeting?
- To what extent will the North American AI infrastructure plan and the sovereign AI project specifically impact each company?
