立錡 Richtek Technology 6286 « 研究報告 « Downloads
| Attribute | Value |
|---|---|
| Version | Feb 07-2010-BNP |
| Date posted | February 23, 2010 |
| Downloaded | 80 times |
| Categories | 研究報告, 電子 |
| Tags | , |
Description
Time to book profit
REDUCE, with a TP of TWD280.00, based on 20.0x 2010E EPS.
Inventory likely to build up on current overbooking.
Gross margin should decline due to price war.
Flat 2010E operating margin lacks benefits of scale.
