Ryan Leung 梁興盛, CFA
@RYANHINGSHING
buyside equity analyst. Tech/Fin Not investment advice. Do your own research. DM open/用Twitter只為交友 廣東鐵粉/Guangdong food propagandist
参加 March 2023
913 フォロー中 8K ファン
往死里炒power semi & MLCCs😁
挑了一只P/B低，产能扩张快、电容、电压、ESL、可靠性高的MLCC股🤔
谢谢大家
Example:
CPO testing or HBM - bottleneck
huge future demand - power semis & MLCCs
Supply crunch - raw materials for CCL
