US Commerce set a 3.95 percent margin for Nan Ya stock

US Commerce had set a 3.95 percent preliminary dumping margin for Nan Ya stock's Taiwan PET film on October 2, 2026, according to Packaging News Daily. The review covers polyethylene terephthalate film, sheet and strip shipped from Taiwan during the period from July 1, 2024, to June 30, 2025.

Margin risk meets stronger results

The preliminary rate applies a 3.95 percent weighted-average margin to Nan Ya's covered PET film products. US importers and packaging customers therefore face a defined trade-cost issue, while Nan Ya carries the exposure until the review process advances.

The timing matters because the company had also reported a stronger first half. Quartr reported first-half 2026 consolidated revenue of TWD 152.24 billion, up from TWD 131.27 billion in first-half 2025. That is a 15.97 percent year-over-year increase.

Electronic materials lift the mix

Quartr also reported first-half 2026 operating profit of TWD 15.10 billion, compared with TWD 1.34 billion in first-half 2025. The source said electronic materials contributed more than 50 percent of revenue, with volume and pricing supported by artificial-intelligence and cloud investment.

First-half 2026 EPS reached TWD 5.17, compared with a loss of TWD 0.46 in first-half 2025, while second-quarter EPS was TWD 3.37. Gross profit margin improved to 16 percent from 8 percent year over year, giving the earnings recovery a broader base than revenue growth alone.

Stock price reflects a high valuation zone

Nan Ya was last at TWD 310.00 on the Taiwan Stock Exchange on October 8, 2026 at 1:30 p.m. Taipei time, down 1.27 percent from the prior close of TWD 314.00. The quote stood TWD 12.00 below the 52-week high of TWD 322.00, while market capitalization was TWD 2.5 trillion.

The combination leaves two competing signals for investors: first-half operating figures improved sharply, but PET film remains exposed to trade proceedings and the share price sits near its yearly high. The company's investor-relations page lists its 2026 second-quarter IFRS financial report, reinforcing the importance of the reported period in assessing the recovery.

More news and analyses on Nan Ya stock