The Net Profit Margin Of Gju Surpassed Dali Guang, And Mlcc Is Brewing A New Wave Of Inflation.

China Giant yesterday (2) of the passive component factory announced its own profit and loss in May. EPS forced a capital stock for a single month, reaching 9.95 yuan (NTD, after the same). The net interest rate after tax was 55%, exceeding 40% of Dali light and 3 billion 500 million yuan a month. It was equal to more than 100 million yuan per day.

Before May, the gross national revenue of the cumulative national giant broke 10 billion yuan after tax, making nearly 3 capital gains.

The legal person calculates that the annual EPS of the national giant is expected to challenge 100 yuan and become a "national giant obstacle" that other passive component businesses can hardly surmount.

State giant yesterday forced the price of yesterday, the final price rose 9.33%, closing price 1230 yuan, the record of a new high, after the national giant stock exchange required to publish May profit self conclusion, a single month after tax pure benefit 3 billion 500 million yuan, annual increase of 1073%, after tax net profit of 9.95 yuan per share, after May this year, after tax pure profit 10 billion 372 million yuan, tax share tax. After pure profit 29.53 yuan, earnings report again amazing market!

Legal person estimates, giant May gross interest rate challenge 7 words, if June revenue continues to grow, the average gross profit rate of the second quarter this year will have a chance to challenge the optical leading light, the whole season EPS will not exclude the possibility of challenging 3 shares. When the national giant announced the April final number, a number of securities firms raised their annual EPS valuation to more than 100 yuan, and the net interest rate after tax in May was gradually increased to 55%, and the EPS challenge of 100 yuan was expected to become a consensus.

GMA is the world's most pure chip resistance, MLCC shares, after the revenue of magnetic flying, the proportion of revenue up to 90% of the capacitance, resistance, over 33% of the Japanese business village, but at least 100 yuan EPS reckoning, the giant of the national giant or passive component shares of the lowest one, the last day the major passive components will announce 6. Monthly revenue, national giant's June revenue level is expected to further expand the lead.

As time sequence entered July, Japan, Korea and Taiwan have spread the news of MLCC rising in succession, although the price rise is different, but industry analysis, this wave of MLCC price rise was launched last year by the top of the first largest factory. 7 per cent of its major indicators are long tied, and the price is inelastic, which leads to the spillover of the orders of the Taiwanese businessmen to the Japanese business. The Japanese businessmen start a new wave of fluctuation this year, with the price of the market, the market expectation day, the Korean manufacturer's inflation, the order will be transferred back to the Taiwanese businessmen, and the Taiwanese businessmen will therefore be organically brewing a new wave of inflation.

It is understood that the EMS factory has recently received an increase in the price of Japanese business e - mail, up to 30 - 50%, access business, direct customer application, legal person expectations, the next half of the Taiwan business will have a chance to rise.