Nan Ya Plastics is positioned as a top choice among Formosa Plastics' four treasures, with investment trusts continuing a 20-day buying spree, sweeping an additional 51,000 shares worth over NT$11.4 billion. The company's profitability is increasing due to its entry into the T-glass and AI-grade copper clad laminate (CCL) supply chain, alongside continued tight supply of electronic materials.
Demand for AI-grade copper clad laminate and T-glass is tightening, driving up prices and profitability for key suppliers like Nan Ya Plastics.