Added to YB: 2026-08-14
Pitch date: 2026-08-12
3217.TWO [neutral]
Argosy Research Inc.
-3.73%
current return
Author Info
No bio for this author
Company Info
Argosy Research Inc. manufactures and sells of electronic components and connectors in Asia, the United States, and internationally.
Market Cap
TWD 13.3B
Pitch Price
TWD 147.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.08
P/E
11.72
EV/Sales
2.72
Sector
Electronic Equipment, Instruments and Components
Category
growth
Earnings Update Part 1 - Argosy Research Inc.
3217.TWO (holding update): Memory supercycle 2nd-order play, -14%. Rev down but earnings stable. LONG-DIMM (guided to double on Meta/Google) fell 1%, possibly H2-weighted; Metal Bar +13% QoQ/+47% YoY, 'Others' (CAMM2/CABB AI PCs) surging. Mix shifting to higher-margin. ~6% yield, ~8x EV/EBITDA. Awaiting Q&A.
Read full article (2 min)