Macquarie health check
In this report, we conduct a health check on all the Taiwan listed companies under Macquarie’s coverage in attempt to gain a better understanding of the companies’ financial health and hence corporate longevity. Some companies may unknowingly be suffering from symptoms of angina. When the external environment (economy and credit market) collapses, the angina may turn into a serious heart attack. Thus, we focus our checks on the cardiovascular, or heart, system (refinancing capability), the body (operational funding) and the blood circulation system (cashflow and profit sharing).(註:EKG是心電圖的英文縮寫,在這份報告中使用EKG其實暗指個股與產業的財務狀況檢查)
