Movement Alert｜KB LAMINATES Rises 4.01% in Regular Trading, Citi Flags Severe AI-Driven Upstream Material Shortage

Market Focus08-07

On August 7, KB LAMINATES rose 4.01% in regular trading, trading at HK$36.04/share, with turnover of HK$330 million, extending the recent PCB sector recovery.

On the news front, Citi recently issued a research report noting that demand from AI servers, AI power supplies, and ASIC servers continues to surge, causing severe supply shortages in upstream electronic-grade glass fabric, copper foil, and copper-clad laminates. August 1080 series e-glass fabric prices rose 17-18% month-over-month, with year-to-date cumulative gains reaching 118-165%, marking the largest single-month increase this year. Citi expects major CCL producers to initiate a new wave of price hikes and reiterated a Buy rating on KB LAMINATES with a target price of HK$130.

The company previously issued a profit alert projecting H1 net profit exceeding HK$28 billion, up over 200% year-over-year, driven by supply-demand tightness and rising ASPs across CCL and upstream materials. Formal interim results are scheduled for August 24. However, major shareholders have cumulatively disposed of over HK$200 billion in shares this year, with selling pressure remaining a key risk factor.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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