Added to YB: 2025-12-13
Pitch date: 2025-10-21
3017.TW [bullish]
Asia Vital Components Co., Ltd.
+120.8%
current return
Author Info
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Company Info
Asia Vital Components Co., Ltd., together with its subsidiaries, provides total thermal solutions worldwide.
Market Cap
N/A
Pitch Price
TWD 1.1K
Price Target
2.1K (-14%)
Dividend
0.88%
EV/EBITDA
N/A
P/E
39.81
EV/Sales
5.46
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Show full summary:
Asia Vital Components Co., Ltd. - $3017.TW
3017.TW: AI thermal solutions provider benefits from GPU complexity increase; content expansion ~25% per rack as liquid cooling extends to switch trays/sub-modules; major customer ramps (NVDA Rubin, Huawei Ascend); thermal GMs double rest of biz at 15-20% vs 4-6%; 85%+ upside on FY27 EPS.
Read full article (3 min)