| |
|
| Title |
• | AUO (2409 TT, HOLD): AUG 27, 2010 |  |
| |
• | Yungtay (1507 TT, BUY): AUG 27, 2010 | |
| |
• | Hon Hai (2317 TT, BUY): Initial: AUG 26, 2010 | |
| |
• | Harvatek (6168 TT, BUY): Initial: JUL 12, 2010 | |
| |
• | Richtek (6286 TT, BUY): Long Report: JUL 8, 2010 | |
| |
• | I-Chiun (2486 TT, BUY): Initial: JUN 29, 2010 | |
| |
• | Longwell (6290 TT, BUY): Long Report: JUN 21, 2010 | |
| |
• | Chicony (2385 TT, BUY): Initial: JUN 7, 2010 | |
| |
• | Winbond (2344 TT, BUY): Initial: May 27, 2010 | |
| |
• | Yeun Chyang (2034 TT, BUY): Initiate: MAY 12, 2010 | |
| | | |
| More Titles | Page 1 23456789 | |
|
|
|
| | |
|
|
|
| Title: | I-Chiun (2486 TT, BUY): Initial: JUN 29, 2010 |
|
|
| Download File: | 2486 TT I-Chiun initial 100629--sinopac.pdf  |
|
|
|
|
|
| Summary: | I-Chiun Precision Industry (2486 TT, NT$43.1, LED): Initiate at BUY
Obvious beneficiary of LED TV demand
1) Sustainable GM expansion in 2Q10F and 3Q10F
2) Obvious beneficiary of booming LED TV demand
3) Ramping up SMD LED frame capacity
4) Initiate at BUY with TP at NT$56.2 (10X 2011F EPS)
Calvin Shao, (886 2) 2316-5146, calvin.shao@sinopac.com
|
|
| | |
|
| Date: | 2010/06/29 |
|
| Author: | Belle Ching Chang |
|
|
|
|
|
|
|
Market Commentary