1303.TW

2 tracked calls · 2 long · 0 short · last 90d: 2L/0S

first called by Jukan 1mo ago

1301303.TWLONG1mo ago

“Nan Ya is a global leader in glass fiber E glass and is favored by the major North American AI players. Some market observers suggest that Nan Ya's relevant cap”

Jukan

Nan Ya's E glass capacity is fully locked up by NVIDIA's supply chain as a shortage-driven 15% price hike sweeps the industry, powering revenue expansion.

1301303.TWLONG@ $137.60

$156.56+13.78%

since call Jun 19

peak +64.0%

Trade on Robinhood →

1301303.TWLONG1mo ago

“Nan Ya is a global leader in glass fiber E glass and is favored by the major North American AI players. Some market observers suggest that Nan Ya's relevant cap”

Jukan

Nan Ya at full capacity with NVIDIA supply chain locked in; industry 15% E glass price hike flows straight to margin expansion.

1301303.TWLONG@ $137.69

$156.56+13.70%

since call Jun 19

peak +64.0%

Trade on Robinhood →