Movement Alert|DELTON Falls 4.75% in Regular Trading, PCB Sector Continues Weakening Amid Institutional Selling Pressure

Market Focus
07/28

On July 28, DELTON fell 4.75% in regular trading, trading at 110.5 HKD/share, with turnover of 8.83 million HKD.

On the news front, the PCB sector continued to face broad selling pressure. Within the Electronic Components sector, KB Laminates dropped 9.76%, Kingboard Holdings fell 7.08%, and VGT declined 5.71%, reflecting persistent weakness across the board. Earlier reports indicated that NVIDIA's Kyber rack project may face delays due to PCB manufacturing complexity challenges, weighing on the Asian PCB supply chain.

Adding to the downward pressure, multiple institutions have been reducing their positions in recent weeks. Exchange filings show Fuguo Fund sold approximately 762,000 shares on July 20 at an average price of 135.271 HKD per share, totaling roughly 103 million HKD, lowering its stake to 5.05%. UBS Group AG also trimmed its position by 56,900 shares on July 17, reducing its long position to 10.99%. The consecutive institutional sell-downs have continued to weigh on market sentiment.

(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.)

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