Taiwan's CCL leaders like Elite Material and Nan Ya PCB have surged 80% and 30% respectively from July highs, driven by FR4 price hikes and high-end M6+ volume growth. CITIC Building Materials highlights that A-share peers are undervalued and ready to explode.
A-share CCL stocks are severely undervalued compared to Taiwan peers, and with more price hikes expected, now is the time to load up before consensus upgrades.
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