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“Another reason to remain bullish on $ACMR”
@pequityresearch
China's domestic equipment mandate and CXMT's 17.2B RMB IPO capex concentrate share gains in ACM Research, driving +27.7% revenue growth with profit acceleration to 2028
ACMRLONG@ $106.92
$76.83-28.14%
since call Jun 26
“Imports of Japanese semi equipment plunged 24.9% YoY from Jan-Apr 2026. Giants like Tokyo Electron (-18%) and Kokusai Electric (-19%) saw sharp drops in China-b”
@pequityresearch
Tokyo Electron's China revenue is down 18% YoY in FY26 and the structural shift to domestic equipment mandates makes the decline permanent, not cyclical
TOELYSHORT@ $229.31
$169.26+26.19%
since call Jun 26
peak +34.5%
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