Movement Alert｜Kingboard Holdings Rises 4.62% in Regular Trading, Middle East Resin Supply Disruption and Nvidia PCB Cost Surge Drive Sector Rally

Market Focus06-10

On June 10, Kingboard Holdings rose 4.62% in regular trading, trading at 90.9 HKD/share, with trading volume of 1.211 billion HKD, extending the prior session's strong momentum in the PCB sector.

Multiple catalysts continue to fuel the rally. Geopolitical tensions in the Middle East have disrupted shipping through the Strait of Hormuz, forcing the shutdown of Saudi Arabia's Jubail industrial facilities that supply approximately 70% of global PPE resin — a core raw material for high-end PCBs. Meanwhile, Morgan Stanley's supply chain research indicates that Nvidia's next-generation VR200 AI chip carries PCB costs exceeding 233% higher than the prior GB300 generation, with total PCB value rising to approximately USD 117,000 versus USD 35,000 previously. Additionally, subsidiary KB Laminates has completed its fourth price increase this year, raising laminate prices by 10% across all series and prepreg products by 20%, citing elevated copper prices and tight glass cloth supply. Citibank previously raised its target price to 90 HKD with a Buy rating, lifting earnings forecasts by 34%-53% for the next three years.

(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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Geopolitical tensions in the Middle East have disrupted shipping through the Strait of Hormuz, forcing the shutdown of Saudi Arabia's Jubail industrial facilities that supply approximately 70% of global PPE resin — a core raw material for high-end PCBs. Meanwhile, Morgan Stanley's supply chain research indicates that Nvidia's next-generation VR200 AI chip carries PCB costs exceeding 233% higher than the prior GB300 generation, with total PCB value rising to approximately USD 117,000 versus USD 35,000 previously. Additionally, subsidiary KB Laminates has completed its fourth price increase this year, raising laminate prices by 10% across all series and prepreg products by 20%, citing elevated copper prices and tight glass cloth supply. 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Geopolitical tensions in the Middle East have disrupted shipping through the Strait of Hormuz, forcing the shutdown of Saudi Arabia's Jubail industrial facilities that supply approximately 70% of global PPE resin — a core raw material for high-end PCBs. Meanwhile, Morgan Stanley's supply chain research indicates that Nvidia's next-generation VR200 AI chip carries PCB costs exceeding 233% higher than the prior GB300 generation, with total PCB value rising to approximately USD 117,000 versus USD 35,000 previously. Additionally, subsidiary KB Laminates has completed its fourth price increase this year, raising laminate prices by 10% across all series and prepreg products by 20%, citing elevated copper prices and tight glass cloth supply. 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