Movement Alert|DELTON Falls 5.33% in Regular Trading, PCB Sector Under Pressure as Institutions Continue Reducing Holdings

Market Focus
Jul 29

On July 29, DELTON fell 5.33% in regular trading, trading at HK$92.85/share, with turnover of HK$21.20 million, extending the previous session's A-share limit-down weakness.

On the news front, the PCB sector has been under sustained pressure recently. An earlier institutional report flagged that NVIDIA's Kyber rack may face delays due to PCB manufacturing complexity, weighing on the Asian PCB supply chain. Additionally, multiple institutions have been consecutively reducing their positions: China Universal Asset Management sold approximately 761,900 shares on July 20 in a single day, lowering its stake from 6.71% to 5.05%; Morgan Stanley also reduced holdings on the same day; UBS Group AG sold 56,900 shares on July 17 at an average price of HK$144.90 per share. The persistent institutional exodus has intensified market selling pressure and eroded investor confidence in the stock.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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