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• | AUO (2409 TT, HOLD): AUG 27, 2010 |  |
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• | Yungtay (1507 TT, BUY): AUG 27, 2010 | |
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• | Hon Hai (2317 TT, BUY): Initial: AUG 26, 2010 | |
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• | Harvatek (6168 TT, BUY): Initial: JUL 12, 2010 | |
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• | Richtek (6286 TT, BUY): Long Report: JUL 8, 2010 | |
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• | I-Chiun (2486 TT, BUY): Initial: JUN 29, 2010 | |
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• | Longwell (6290 TT, BUY): Long Report: JUN 21, 2010 | |
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• | Chicony (2385 TT, BUY): Initial: JUN 7, 2010 | |
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• | Winbond (2344 TT, BUY): Initial: May 27, 2010 | |
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• | Yeun Chyang (2034 TT, BUY): Initiate: MAY 12, 2010 | |
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| Title: | Chipbond (6147 TT, BUY): Initiate Coverage: MAY 3, 2010 |
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| Download File: | 6147 TT Chipbond initial long report 100503--sinopac.pdf  |
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| Summary: | Chipbond (6147 TT, NT$49.7, IC Packaging): BUY
Consolidation brings about a new industry order
Company profile: Chipbond Technology Corp (Chipbond), established in 1997, is the only company in Taiwan to supply complete turnkey service for backend assembly processing of LCD driver ICs from wafer bumping to packaging.
1) No. 1 in the driver IC back-end industry
2) 1Q10 results confirm a new industry order
3) Strong growth in 2Q10F on capacity acquired from IST
4) Initiate at BUY with a TP of NT$61 (2.6X 2010F BVPS)
Sherman Shang, (886 2) 2316-5253, sherman.shang@sinopac.com
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| Date: | 2010/05/03 |
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| Author: | Sherman Shang |
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Market Commentary