Kingboard Laminates Set to Gain From Entry Into Nvidia Supply Chain -- Market Talk

Dow Jones

2025/08/26

0909 GMT - Electronics materials manufacturer Kingboard Laminates looks set to gain from its likely entry into U.S. chip maker Nvidia's upstream supply chain this year, Citi analysts say. While Kingboard's 1H core earnings missed expectations, Citi keeps its 2026-2027 earnings forecast for the company mostly unchanged, Eric Lau and Alice Cai write. Higher selling prices will likely boost margins in 2H, and capacity is set to grow next year. Revenue and profit are tipped to rise, and the company has started to ramp up development of AI-related fabric. Citi raises the stock's target price to HK$20.50 from HK$14.00 and names Kingboard as its top pick in the China copper clad laminate supply chain. Kingboard last up 8% at HK$13.29. (jason.chau@wsj.com)

(END) Dow Jones Newswires

August 26, 2025 05:10 ET (09:10 GMT)

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While Kingboard's 1H core earnings missed expectations, Citi keeps its 2026-2027 earnings forecast for the company mostly unchanged, Eric Lau and Alice Cai write. Higher selling prices will likely boost margins in 2H, and capacity is set to grow next year. Revenue and profit are tipped to rise, and the company has started to ramp up development of AI-related fabric. Citi raises the stock's target price to HK$20.50 from HK$14.00 and names Kingboard as its top pick in the China copper clad laminate supply chain. Kingboard last up 8% at HK$13.29. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 26, 2025 05:10 ET (09:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1506","symbol_name":"5G概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2562778944","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2562778944","pubTimestamp":1756199400,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0909 GMT - Electronics materials manufacturer Kingboard Laminates looks set to gain from its likely entry into U.S. chip maker Nvidia's upstream supply chain this year, Citi analysts say. While Kingboard's 1H core earnings missed expectations, Citi keeps its 2026-2027 earnings forecast for the company mostly unchanged, Eric Lau and Alice Cai write. Higher selling prices will likely boost margins in 2H, and capacity is set to grow next year. Revenue and profit are tipped to rise, and the company has started to ramp up development of AI-related fabric. Citi raises the stock's target price to HK$20.50 from HK$14.00 and names Kingboard as its top pick in the China copper clad laminate supply chain. Kingboard last up 8% at HK$13.29. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1506":"5G概念","BK1170":"电子元件","01888":"建滔积层板"},"translate_title":"建滔积层板将从进入英伟达供应链中获益——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01888":0.9},"content_text":"0909 GMT - Electronics materials manufacturer Kingboard Laminates looks set to gain from its likely entry into U.S. chip maker Nvidia's upstream supply chain this year, Citi analysts say. While Kingboard's 1H core earnings missed expectations, Citi keeps its 2026-2027 earnings forecast for the company mostly unchanged, Eric Lau and Alice Cai write. Higher selling prices will likely boost margins in 2H, and capacity is set to grow next year. Revenue and profit are tipped to rise, and the company has started to ramp up development of AI-related fabric. Citi raises the stock's target price to HK$20.50 from HK$14.00 and names Kingboard as its top pick in the China copper clad laminate supply chain. Kingboard last up 8% at HK$13.29. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 26, 2025 05:10 ET (09:10 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}