Hot Stock: Jensys July Revenue Up 21% MoM, Hits New High as Share Price Rebounds Past 4,000 TWD

Jensys (3653-TW) benefited from robust AI demand, with volume ramp-up of B300 and shipments of Rubin driving continuous growth in vapor chamber revenue contribution. This propelled July revenue to NT$3.213 billion, up 90.96% year-on-year, marking another all-time high. The strong performance fueled a weekly stock gain of over 27%, with shares hitting the daily limit-up on Tuesday (4th), reclaiming the 4,000 TWD level, and peaking at 4,600 TWD on Friday (7th). The stock closed at 4,380 TWD, holding above all moving averages and ranking as the 10th 'thousand-dollar stock'. Institutional investors collectively bought 891 lots this week.

Analysts noted that Jensys is benefiting from increased B300 and Rubin volumes, along with a rising share of high-value vapor chambers. Due to their higher pricing, they expect gross margins and profits to grow quarter-on-quarter in Q2, with full-year earnings projected to achieve double-digit year-on-year growth. This momentum is anticipated to extend through 2027.

Jensys posted July revenue of NT$3.213 billion, up 21.25% month-on-month and 90.96% year-on-year, setting a new single-month record. Cumulative revenue for the first seven months of the year reached NT$15.793 billion, up 35.95% year-on-year, also a record high for the period. Additionally, due to the sharp rise in share price triggering a public disclosure requirement, financial details were released: June revenue was NT$2.65 billion (up 58% YoY), net profit after tax was NT$946 million (up 109% YoY), and earnings per share were NT$6.45.