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Taiwan LED Sector
宏達電 HTC Corporation 2498 - Sell: “Higher Spec; Lower Price” To Drag Margin Down
Blue Books-Brighter, thinner, better,Why OLED will replace LCD
台化 Formosa Chem & Fibre 1326
立錡 Richtek Technology 6286
2353 Acer 宏碁 - A Year in Transition
2382 Quanta 廣達 - weaker margins
國賓 Ambassador Hotel 2704
Asia/Pacific Technology – Taiwan TFT LCD
3231 緯創 Wistron - margins sustained
ASE (2311 日月光) - Hold: Good Guidance, But Some Negatives Post USI Consolidation
2454 聯發科 MediaTek - Smooth transition. BUY
2324 仁寶 Compal - OP margin looks sustainable
凌陽 Sunplus Technology 2401
Taiwan: Financial Services
大立光 Largan Precision 3008 - A Prolonged Transition; Cut Estimates / PT
Synnex Technology International (2347 聯強) - Buy: Strong CNY Holiday Sales Support 1Q10 Growth Outlook
Transcend Information (2451 創見)
2357 Asustek Computer 華碩 - Aims for Aggressive Share Gains on Doable Margins
Taiwan Brokers
研究報告 (93) »
- Taiwan LED Sector (202)
- 宏達電 HTC Corporation 2498 - Sell: “Higher Spec; Lower Price” To Drag Margin Down (124)
- Blue Books-Brighter, thinner, better,Why OLED will replace LCD (85)
- 台化 Formosa Chem & Fibre 1326 (79)
- 立錡 Richtek Technology 6286 (71)
- 2353 Acer 宏碁 - A Year in Transition (65)
- 2382 Quanta 廣達 - weaker margins (56)
- 國賓 Ambassador Hotel 2704 (54)
- Asia/Pacific Technology – Taiwan TFT LCD (50)
- 3231 緯創 Wistron - margins sustained (46)
- ASE (2311 日月光) - Hold: Good Guidance, But Some Negatives Post USI Consolidation (45)
- 2454 聯發科 MediaTek - Smooth transition. BUY (45)
- 2324 仁寶 Compal - OP margin looks sustainable (44)
- 凌陽 Sunplus Technology 2401 (40)
- Taiwan: Financial Services (40)
- 大立光 Largan Precision 3008 - A Prolonged Transition; Cut Estimates / PT (38)
- Synnex Technology International (2347 聯強) - Buy: Strong CNY Holiday Sales Support 1Q10 Growth Outlook (38)
- Transcend Information (2451 創見) (36)
- 2357 Asustek Computer 華碩 - Aims for Aggressive Share Gains on Doable Margins (36)
- Taiwan Brokers (31)



