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Kingboard Laminates Holdings (1888.HK): Read across from Citi Call with Nanya New Material-20260722
花旗· 2026-07-22 21:14
Flash | 22 Jul 2026 08:40:21 ET │ 12 pages Kingboard Laminates Holdings (1888.HK) Read across from Citi Call with Nanya New Material CITI'S TAKE We hosted a call with Nanya New Material (688519) Board Secretary after posting a 1H26 profit alert. Key takeaways were 1) expectation of continued increase in ASP for CCL and e-glass fabric during 2H26E, 2) the tight supply of e-glass fabric should continue till end-2027 as earliest, 3) Nanya GM will continue to expand significantly on sequential basis during 2H26 ...