Kingboard's pair today moved differently: $KINGBOARD HLDG(00148.HK) dipped slightly, while $KB LAMINATES(01888.HK) was basically flat. The wave of price increase letters for copper-clad laminates is still ongoing; laminates, as a directly benefiting segment, are relatively more resilient. The parent company's business is more diversified and carries the cyclical nature of chemicals, following the broader market's slight pullback. Demand for high-frequency, high-speed copper-clad laminates from AI servers and high-end PCBs is still on the rise, and price elasticity typically shows up first on the laminates side ☺️
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
