subject: Passive Components Market, Shortage Of Material To Promote Rapid Growth Of Four Soldier [print this page] Passive components in the second half of last year, due to some manufacturers in Japan by the financial turmoil, one after another closed down, leading to wave after another out, and now out of the wave spread to the upper end materials, including equipment and foil, etc., together with passive Component Factory continuing the development of promising industry trends, growth stocks end material strength has just begun.
Corrosion foil, aluminum foil needs Wang
Li Dun upstream aluminum foil plant because of buoyant demand, to produce a beautiful first quarter report card, one quarter Net Income 2,465 million loss a year earlier showed a substantial growth 70,000 yuan prosperity, EPS . 26 yuan.
This year, however developed into a relatively large growth potential, because the full end of this year show a loss into a long Wuxi factory, and the first quarter of this year, the plant disposition of assets, profit of about 135 90,000 yuan, in the end of the year round loss of baggage, the exhibition into a foil of corrosion performance, began to benefit from strong market demand, the incentive capacitor, April revenue in one fell swoop up to four 133 million, not only the growth of Liu Cheng last month, compared with same period last year grew 18 5%.
Equipment side of the Mason of course, and packaging materials and equipment, Greco, since the second half of last year, to benefit from the passive component industry in short supply, but there good profit performance in the first quarter of profitability as a breakthrough reco billion barrier , reached. 13 million shares to the highest point of this wave of four-four. Five yuan, but scan the contents of its profits, will find six 80,000 yuan from the income tax turn, deduct the part of the actual profit for the first quarter of this industry, million 5295, EPS as . 74 yuan.
However, the plant can continue to monitor the performance of the mainland, the first quarter of this year, the haze out of loss, recognized under equity method recognized four million in earnings, will be the key to future profitability Greco.
Compaction equipment into the expansion season
Compared to Mason, the current Mason passive components in the equipment orders by customers chasing after almost running, Mason Kellett, one of the major new customers, said the law would be in the know said that the mainland, including white mobile phone, set-top boxes is a relatively strong market, the current order has been seen in July, although the expected June quarter point factor chassis, but not short off-season overall in the second quarter, better than expected first quarter performance, the company also began planning in June expansion, of the Mason-chip passive components needs further sub-machine equipment.
Earnings from Mason to analyze, in the first quarter revenue of a Mason. 800 million yuan, compared with the previous quarter 2. 400 million yuan decline 25 percent, but the after-tax surplus of 4249 million, just over a quarter million in 4534 decreased 6. 28%, in addition, Mason this year due to tax changes, income tax benefit from some of the past, this year should turn into a tax, after taxes, EPS from the pretax . 86 yuan fell . 69 yuan, a rise of this consumer, the profit decline was 6 percent in the first quarter, showing Mason Gross margin is a lot higher.
However, after the first quarter of this year, regardless of the passive component factories, semiconductor plants, TFTLCD panel factory start the equipment purchase the new wave of capacity expansion moves, only to lag behind overall equipment market and the warm effect, in addition to the new Kellett, including Yageo, Courage, Taiwan Ching, and IC packaging and testing manufacturers Amkor, ASE, silicon materials, etc., have recently snapped up large equipment, causing equipment market boom in short supply.
Passive Components Market, Shortage Of Material To Promote Rapid Growth Of Four Soldier
