正通投資團隊 – 投資台股的專家

以巴菲特的價值投資法為主軸,並透過財務金融的專業知識進行套利加值,守護您的寶貴資產



提供欣興 3037、力晶 5346、聯發科 2454、大立光 3008 研究報告的摘要如下,各位可參考閱讀,但切勿作為買賣的依據。(更新方式:新增報告內容在本頁後面)

Unimicron Technology 3037 欣興 – 野村 NOMURA Research

Our view
We see Unimicron’s fundamentals improving with easing margin pressure (due to NT dollar depreciation and falling raw material prices) and Nokia’s potential market share recovery in 4Q08F. Its lead in HDI PCBs should also give it solid footing in the downcycle. With the shares at trough levels, we upgrade to NEUTRAL.

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