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| HSI1 | 24,963.23 | 0.00 | -- |
| HSCEI1 | 8,271.06 | 0.00 | -- |
| Back Zoom + Zoom - Block Traded | |
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2026-07-23 10:29:21 After attending the conference call following the interim earnings preview of NANYA NEW MATERIAL (688519.SH), Citi had key takeaways including expectations that the ASP of copper clad laminates (CCL) and electronic glass fiber cloth will continue to rise in 2H26, the tight supply situation of electronic glass fiber cloth may persist until the end of 2027 at the earliest, and gross margin in 2H26 will expand significantly compared with 1H26. The broker believed the conference call provided positive implications for the CCL industry, including KB LAMINATES (01888.HK). The broker expected KB LAMINATES's net profit for 1H26 to soar more than 3x YoY to HKD4 billion, reiterated its Buy rating, and maintained the TP at HKD130. ~ AASTOCKS Financial News Website: www.aastocks.com | |