Nan Ya stock gains 7.17 percent as US sets 3.95 percent margin

Published on 10/07/2026 at 10:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nan Ya's first-half revenue reached TWD 152.24 billion, up 16.0 percent year over year, while EPS rose to TWD 5.17. Eight analysts set a median target of TWD 229.50.

Nan Ya, TW0001303006, Illustration mit AI erstellt.

Nan Ya stock (ISIN TW0001303006) was last at TWD 314 on the Taiwan Stock Exchange on October 7, 2026 at 1:30 p.m. TST, up 7.17 percent from TWD 293. The latest regulatory development is a preliminary US dumping margin of 3.95 percent on the company's PET film products, as Packaging News Daily reported on October 2, 2026.

US margin adds a new variable

The US Department of Commerce applied the preliminary weighted-average margin to polyethylene terephthalate film, sheet and strip from Taiwan for the review period from July 1, 2024, through June 30, 2025. Comments are due seven calendar days after the October 2 publication date, keeping trade policy relevant for Nan Ya's US-facing film business.

First half shows earnings leverage

Quartr reports that Nan Ya's first-half 2026 consolidated revenue rose to TWD 152.24 billion from TWD 131.27 billion in the first half of 2025, a 16.0 percent increase. Operating profit reached TWD 15.10 billion, compared with TWD 1.34 billion a year earlier, while first-half EPS rose to TWD 5.17 from a loss of TWD 0.46.

The earnings mix is shifting toward electronic materials: Quartr says the business contributed more than 50 percent of total revenue in the first half, supported by AI expansion and cloud infrastructure spending. That concentration gives Nan Ya a stronger earnings lever, but the PET film margin introduces a separate regulatory variable.

Targets lag the market price

The consensus page at Investing.com lists a Buy rating from eight analysts, with a median 12-month target of TWD 229.50, a high of TWD 424 and a low of TWD 26. The median target is 26.91 percent below the TWD 314 market price on October 7, 2026.

Investing.com also lists JPMorgan at Buy with a TWD 350 target on September 2, 2026, up from TWD 300. The gap between the broad consensus and the latest price shows how quickly expectations have moved alongside the share price.

Nan Ya stock tests yearly high

At TWD 314, Nan Ya stock stood 2.48 percent below its TWD 322 52-week high on October 7, 2026. The session range was TWD 293 to TWD 322, with volume of 119,836,044 shares.