Taiwan equities opened down 20.71 points at 47014.87 points today (29th), and as of 10:35 a.m. were temporarily reported at 46285.39 points, down 750.19 points, or 1.59%. The passive component sector was under pressure across the board, with leader 國巨 temporarily reported at 527 yuan, down 3.66%, and 華新科 temporarily reported at 401.5 yuan, up 0.88%, with overall sentiment weak.
禾伸堂 First-Three-Quarter EPS 11.09 Yuan Benefiting From MLCC Sales
禾伸堂 was temporarily reported at 740 yuan, down 11 yuan, or 1.46%. Due to recent share price volatility, in response to regulatory requirements, it announced September self-reported results, with September net profit attributable to parent company owners of 272 million yuan, up 94.77% year-on-year, and EPS of 1.64 yuan. Third-quarter net profit attributable to parent company owners was 723 million yuan, up 12.6% quarter-on-quarter and up 158.3% year-on-year, with EPS of 4.36 yuan. Net profit attributable to parent company owners for the first three quarters was about 1.839 billion yuan, up 133.3% year-on-year, with EPS of 11.09 yuan. The company said September performance benefited from increased production and sales of high-end multilayer ceramic capacitors, driving improved product mix.
大毅 Utilization Rate About 90%, AI Momentum Remains Strong Yet Shares Still Fall
Resistor maker 大毅 was temporarily reported at 115.5 yuan, down 4 yuan, or 3.35%. The company said current main business momentum comes from AI application fields, with utilization rate at about 90%, book-to-bill ratio at about 1.2 to 1.3, average product lead time at about 8 to 10 weeks, and AI-related revenue share expected to continue rising next year. Among other stocks, 金山電 was temporarily reported at 133.5 yuan, down 2.91%, 蜜望實 was temporarily reported at 127.5 yuan, down 3.04%, 雷科 was temporarily reported at 131.5 yuan, up 1.15%, while 光頡 and 信昌電 weakened in tandem, temporarily reported at 132 yuan and 288.5 yuan respectively.
According to intraday data, stocks falling over 3% include 興勤 down 3.02%, 聚鼎 down 3.03%, 蜜望實 down 3.04%, 華容 down 3.08%, 千如 down 3.08%, 凱美 down 3.35%, 大毅 down 3.35%, 立隆電 down 3.36%, 九豪 down 3.45%, 國巨 down 3.66%, 鈺邦 down 3.85%, 日電貿 down 3.99%, 光頡 down 4.00%, 勤凱 down 5.12%, and 鈺鎧 temporarily reported at 58.3 yuan, plunging 6.12%. Despite improved fundamentals at some manufacturers, they still could not escape broad market selling pressure today.