讀後心得

Guo Piao Financial (2889) reported after-tax net profit of NT$ 407 million for the first two months of this year, a decrease of 6.7% year-on-year. Its bond subsidiary grew by 17.13%, while its securities subsidiary increased by 53%. It is forecasted that the after-tax net profit per share for 2024 will be NT$ 0.61, with plans to distribute a cash dividend of NT$ 0.3 and a stock dividend of NT$ 0.287, totaling NT$ 0.587. On the 2nd, Guo Piao Financial's stock price closed at NT$ 13.05, rising NT$ 1.16 (0.15%), with a weekly increase of 1.95%. However, the three major entities collectively sold 2,666 shares, foreign investors sold 2,615 shares, proprietary traders bought 141 shares, and investment trusts sold 192 shares. The stock price is currently above the weekly line and is expected to rise due to dividend distribution news.

Guotai Junan (2889) reported a net profit after tax of NT$407 million in the first two months of this year, a decrease of 6.7% compared to the same period last year. Nevertheless, the performance of its bill subsidiary grew by 17.13% compared to last year, while the securities subsidiary saw growth of 53%. Guotai Junan expects the earnings per share (EPS) after tax for 2024 to be NT$0.61 and plans to distribute a cash dividend of NT$0.3 and a stock dividend of NT$0.287, totaling NT$0.587 in dividends.

As of the 2nd, Guotai Junan's stock price closed at NT$13.05, up NT$1.16, an increase of 0.15%, with a weekly rise of 1.95%. The three major institutional investors collectively sold 2,666 shares this week, with foreign investors selling 2,615 shares, proprietary traders buying 141 shares, and investment trusts selling 192 shares. The current stock price is above the weekly line, but below the monthly and quarterly lines. With the stimulation from the dividend announcement, the stock price is expected to continue to rise.

Further reports indicate that foreign investors have started to invest further in Inventec and are committed to developing 5G private network smart factories. The World Bank has also lowered its GDP growth forecast for China for this year and next.