讀後心得

The tariff policy of U.S. President Trump has put pressure on market confidence, and the "Five Brothers of Electronics" are no exception. Although the revenue performance in the previous two months was impressive, they still face a downward trend. Quanta has been hit the hardest, with its stock price plummeting over 20% in the first quarter, and foreign investment selling exceeded 220,000 shares. Other companies such as Inventec, Compal, Pegatron, and Wistron have also seen declines, with foreign investors continuously reducing their holdings.

The tariff policy of the U.S. President continues to put pressure on market confidence, and the five major electronics companies are no exception. Although the revenue performance over the past two months has been quite impressive, it is still difficult to shake off the downward trend. Among them, the contract manufacturer Quanta has been hit the hardest, with its stock price plunging over 20% in the first quarter, becoming a key target for foreign fund selling, offloading more than 220,000 shares.

The revenue performance of the five major electronics companies in February was noteworthy. Quanta's revenue in February reached NT$150.564 billion, a year-on-year increase of 78.61%; the cumulative revenue for the first two months was NT$293.125 billion, a year-on-year increase of 86.43%. Pegatron's revenue for February was NT$82.478 billion, a year-on-year increase of 24.4%; the cumulative revenue for the first two months reached NT$187.799 billion, a year-on-year increase of 6.91%. Wistron’s revenue for February was NT$102.714 billion, a year-on-year increase of 26.65%; the cumulative revenue for the first two months was NT$193.5 billion, a year-on-year increase of 30.39%. Compal's revenue in February was NT$67.541 billion, a year-on-year increase of 17.41%; the cumulative revenue for the first two months was NT$122.871 billion, a year-on-year increase of 1.06%. Inventec's revenue for February was NT$51.67 billion, a month-on-month increase of 12.71% and a year-on-year increase of 40.98%; the cumulative revenue for the first two months was NT$97.512 billion, a year-on-year increase of 20.71%. However, despite the impressive revenue performance, it failed to drive the stock prices back up.

• Quanta's stock price fell by 21.77%, with foreign investors selling a net of 223,000 shares.
• Inventec's stock price fell by 15.76%, with foreign investors selling a net of 77,000 shares.
• Compal's stock price dropped by 15.4%, with foreign investors selling a net of 89,000 shares.
• Pegatron fell by 8.7%, with foreign investors selling a net of 16,000 shares.
• Wistron fell by 8.36%, with foreign investors selling a net of 117,000 shares.

This information is for reference only. Investors should make independent judgments, carefully assess their decisions, and bear their investment risks.