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

Dow Jones

Aug 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)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2562778944"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2562778944\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2562778944?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-08-26 17:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2562778944","market":"nz","top_or_hot":-1,"title":"Kingboard Laminates Set to Gain From Entry Into Nvidia Supply Chain -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0909 GMT - Electronics materials manufacturer <a href=\"https://laohu8.com/S/KGBLF\">Kingboard Laminates</a> looks set to gain from its likely entry into U.S. chip maker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'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</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>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kingboard Laminates Set to Gain From Entry Into Nvidia Supply Chain -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKingboard Laminates Set to Gain From Entry Into Nvidia Supply Chain -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-26 17:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0909 GMT - Electronics materials manufacturer <a href=\"https://laohu8.com/S/KGBLF\">Kingboard Laminates</a> looks set to gain from its likely entry into U.S. chip maker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'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</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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1170","symbol_name":"电子元件","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":{"BK1170":"电子元件","01888":"建滔积层板","BK1506":"5G概念"},"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"}}}