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Taiwan Market Afternoon Commentary
"Bargain Hunting, Commodity Gains Drive Midmorning Reversal"
UMC (2303 TT): In-line
Trough valuation awaits turnaround signal
Largan (3008 TT): Outperform
Looking into 2H08 with strong momentum and high GM
Family Mart Co. (5903 TT): Not Rated
Well-executed Greater China strategy
TXC Corp. (3042 TT): Not Rated
i-Phone concept play posts stellar JUL sales
Mechema Chemicals (4721 TT): Not rated
Stable core business growth
Taiwan LED Industry
LED order flow up in AUG for consumer applications
News Comments
Taiwan Market Daily, August 20, 2008
UMC (2303 TT): Equity Note: AUG 20, 2008
Largan (3008 TT): Equity Note: AUG 20, 2008
LED industry update
Wha Yu (3419 TT): Equity Note: AUG 20, 2008
TXC Corp. (3042 TT): Equity Note: AUG 20, 2008
Family Mart Co. (5903 TT): Equity Note: AUG 20, 2008
Dynapack (3211 TT): Equity Note: AUG 19, 2008
Bright (3031 TT): Equity Note: AUG 19, 2008
Tripod (3044 TT): Equity Note: AUG 19, 2008
Taiwan Market Daily, August 19, 2008
Pou Chen (9904 TT): Equity Note: AUG 19, 2008
Asian Petrochemical update
Sercomm (5388 TT): Equity Note: AUG 19, 2008
GUC (3443 TT): Equity Note: AUG 18, 2008
Financial industry update
Taiwan Market Daily, August 18, 2008
CSC (2002 TT): Equity Note: AUG 15, 2008
Coretronic (5371 TT): Equity Note: AUG 15, 2008
Bicycle Industry Update
Sinopac -- International Division
TaiwanResearch.com
Tel (8862) 2316-5181 Fax (8862) 2316-5227 18F, 2 Chung Ching S. Road, Section 1, Taipei, Taiwan
