On Friday night, Taiwan's stock index futures plunged 445 points. Should you rush to sell today? The answer is no. The market will open lower, but don't panic sell—this could even be a buying opportunity, especially in memory stocks like [XXXX].

Remember what I said on my YouTube program last Friday, July 24? The 1,195-point plunge in Taiwan stocks was similar to last Friday's drop. Simply put, I told you that last Friday's market crash meant 'crash equals profit.' I also warned you that on Monday, July 20, the market would scare you again—and indeed, it briefly dropped over 700 points, hitting 41,967 before rebounding. By Wednesday, July 22, it had surged to 45,323, a nearly 3,500-point rebound in just three days. Therefore, today's July 27 drop should be seized as an opportunity. Remember: crisis is opportunity. Crash equals profit!!!

This week, Microsoft, Meta, Amazon, Apple, and memory-related firms such as SK Hynix, Samsung, Kioxia, along with MediaTek, Delta Electronics, Unimicron, Yageo, UMC, AU Optronics, and Macronix, will陆续 release their earnings and hold investor briefings. Some are asking whether these will turn into 'funeral services' like TSMC's?

Based on past experience, most companies experience a 'briefing rally.' [2330 TSMC]'s briefing was full of positive news. As you know, order visibility extends to 2030. The next-day selloff was just bad luck—on July 17, a market crash caused about 90% of stocks, roughly 1,700, to fall. Everything dropped regardless of fundamentals, driven by panic sentiment, not TSMC's results. Let me reiterate: I still expect a briefing rally. Before August 14, Taiwan stocks will challenge previous highs and aim for 50,000 points, then target 55,000 in Q4.

More companies will soon release their Q2 results and future outlooks. Benefiting from the AI boom, many will deliver impressive performances.

If you're still afraid, recall how I discussed [3231 Wistron] on my show? Fundamentals are solid—once ignited, the stock surges. Last week, it rose nearly 30%. Many stocks now are in a similar state. Whether legacy AI, passive components, memory, PCBs, or silicon wafers, many have strong fundamentals and are brewing for a move. Use my methods—P/E ratio and 'Key One Line'—to pick up bargains!!!

Finally, TSMC, MediaTek, Delta Electronics, Hon Hai, Quanta, Wistron, and Wiwynn will see their P/E ratios fall to safe buying levels this week (July 27–31). Send the keyword [888] to get the data on how to identify buy/sell points. I explained this fully in my July 24 YouTube program—review it if unclear, it will help!

For daily stock picks, check our free LINE market analysis articles!

[Join Analyst Yang Yu-Hua's LINE@ Fan Club for real-time stock recommendations]

Click the link below to join:

https://lin.ee/fmIIRhL

[Subscribe to Analyst Yang Yu-Hua's YouTube Channel for daily detailed market analysis videos]

Click the link below to join:

https://www.youtube.com/channel/UCK1TfbeSlR0jc733Ep83Xfg

Source: Moore Securities Investment Advisory — Analyst Yang Yu-Hua

The securities recommended and analyzed by our company have no improper financial interests. Past performance does not guarantee future profits. Investors should make independent judgments, conduct careful evaluations, and bear their own investment risks.

FACT BOX

  • Source: PR Times
  • Category: News
  • Organizations: Meta
  • Dates in source: 7/24 / 7/20