· 供应链分析

列出多家台湾功率半导体低市值潜在玩家。

涉及标的:

中文翻译

功率半导体现在似乎很受欢迎。报告中标出了这些名字: Pan Jit(2481)约16亿美元 Eris Tech(3675)约5.32亿美元市值 Advanced Power Electronics(8261)约5.65亿美元市值 Inergy Technology(6693)约2.02亿美元市值 Potens(7712)约1.70亿美元 这些功率半导体制造商可能扮演重要角色。 市值都很低,也许其中几个有高上行空间,所以我现在可能会对每一个做更多研究。

英文原文

Power Semis seem to be very popular now. These names got flagged in reports: Pan Jit (2481) ~$1,6B Eris Tech (3675) ~$532M MC Advanced Power Electronics (8261) ~$565M MC Inergy Technology (6693) ~$202m MC Potens (7712) ~$170M for power semiconductor makers that might play an important role. All really low MC, maybe high upside in a few, so I'll probably do some more research on each one now.

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