On October 9, KB LAMINATES fell 3.17% in regular trading, trading at 48.62 HKD/share, with turnover of 169 million HKD. The stock had previously surged on electronic fabric and copper-clad laminate price hikes and AI computing power material shortages, and this intraday pullback mainly reflects profit-taking pressure.
According to exchange disclosures, controlling shareholder Kingboard Holdings Limited and multiple related parties have been continuously increasing their holdings in the open market in recent days, with the latest long position ratio rising to 62.40%, indicating industrial capital's confidence in medium-to-long-term value. Bank of America Securities previously noted that CCL specification upgrades toward 2027/28 leave room for further price increases, potentially boosting KB LAMINATES' EPS by 67% to 105% if CCL prices rise 20% to 40%. Morgan Stanley and Citigroup have also issued bullish views on the AI-driven PCB material shortage.
KB LAMINATES Holdings Limited is an investment holding company principally engaged in the manufacture and sale of copper-clad laminates, operating through three segments: manufacturing and sales of copper-clad laminates, property, and investment.
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