The accumulated national giant's net profit after tax in the first five months of this year broke through 10 billion yuan, earning nearly 3 equity.
According to the legal person's calculation, the National Giant's annual EPS is expected to challenge 100 yuan, becoming a 'national giant obstacle' that other passive component manufacturers cannot surpass.
Guoju yesterday's share price straightened to the daily limit, and the final price rose 9.33%, closing price of 1,230 yuan, hitting a record high. After the session, Guojuying Stock Exchange required to announce the profit from May, the monthly profit after tax 3.5 billion yuan, an annual increase of 1,073%, after-tax net profit of 9.95 yuan per share, accumulated the first five months of this year, after-tax net profit of 10.372 billion yuan, net profit after tax of 29.53 yuan per share, the financial report once again surprised the market!
According to the legal person's calculation, the national giant's May gross margin challenge is 7 words. If the revenue in June continues to grow, the average gross profit margin in the second quarter of this year will have the opportunity to challenge the optical leader Da Liguang. The whole season EPS does not rule out the possibility of challenging 3 equity. Sex. When Guoju announced its self-settlement in April, many brokers raised their annual EPS valuation to over 100 yuan. The net profit after tax in May gradually increased to 55%. The annual EPS challenge of 100 yuan is expected. Become a consensus.
Guoju is the world's purest chip resistor, MLCC stock, after deducting the revenue of the femtomagnetic, the proportion of revenue is as high as 90% concentrated on the capacitance, resistance, surpassing 33% of the Japanese merchant Murata, but with at least 100 yuan EPS According to projections, Guomao's P/E ratio is still the lowest in the passive component stocks. Recently, the major passive component factories will announce the June revenue. The national revenue of June is expected to further expand the lead.
The timing entered July, Japan, South Korea, and Taiwan successively reported the price increase of MLCC. Although the price increase was different, the industry analysis showed that this wave of MLCC price surge was launched last year by the first-largest national giant. The new section is on the rise. In the most tight specifications, the price of Taiwanese businessmen has been on par with Japanese merchants. Japanese merchants have suffered from long-term restrictions. In particular, 70% of the large-scale enterprises have been tied up by long-term contracts, and the price is not flexible. The orders of the merchants spilled over to the Japanese merchants. The Japanese merchants launched a new wave of gains this year. In order to increase the price, the market expects that the orders will be transferred back to Taiwanese companies, and the Taiwanese businessmen will have the opportunity to brew new ones. A wave of upswing.
It is understood that the EMS factory has recently received e-mails from Japanese merchants to increase prices, with an increase of 30-50%. The channel dealers and direct customers are all applicable. The legal person expects that Taiwanese companies will have a chance to increase in the second half of the year.