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RESONAC

8 atoms · 跨 1 天 · 首见 2026-05-28 · 最近 2026-05-28

三色: 🟦 fact 2 · 🟥 take 6 · stance ▲7/▼0/◆0

来源: X 8

时态: fresh:8

标签: 好数字:4 · 好观点:3 · 好信源:1

2026-05-28 · CEO强调半导体供应链独特可见性
CEO Takahashi-san emphasized Resonac's unique visibility into the semi supply chain given high market share in many different types of back-end materials
tags: 好信源 · → daily
2026-05-28 · MS上调目标价
MS raising TP
tags: 好观点 · → daily
2026-05-28 · 保守的F12/26指引被视为过低
co's conservative F12/26 guidance is now viewed as too low
tags: 好观点 · → daily

2026-05-28 · MS预估26财年EPS
MS pegs 26e EPS 32% higher than co guide and 10% above street
tags: 好数字 · → daily
value: qty=32% higher than co guide and 10% above street · date=F12/26
2026-05-28 · 营业利润预计增长68%
for +68% OP growth
tags: 好数字 · → daily
2026-05-28 · 净利润预计增长252%
+252% net profit growth YoY
tags: 好数字 · → daily
2026-05-28 · 用于HBM4的无流延膜将显著贡献
Non-conductive film (NCF) for HBM4 ... will start to contribute significantly in 2H
tags: 好观点 · → daily

2026-05-28 · Q1业绩逆季节性弱势
Q1 results defied weak seasonality
tags: 好数字 · → daily