| |
|
| 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: | Richtek (6286 TT, BUY): Long Report: JUL 8, 2010 |
|
|
| Download File: | 6286 TT Richtek long report summary 100709--sinopac.pdf  |
|
|
|
|
|
| Summary: | Richtek (6286 TT, NT$286.5, IC Design): BUY
"Broad-based market share gains"
Company profile: Richtek is a leading global provider of power management IC solutions through a vast global network headquartered in Taiwan. Richtekˇ¦s competitive edge stems from its power management IC products, comprehensive solutions, and exceptional support service.
1) Favorable industry trends for next 5 years
2) Market share gains in almost every field
3) Multiple growth drivers ahead, led by LED
4) Lower TP to NT$353 (22X 2010F EPS); Maintain BUY
Sherman Shang, (886 2) 2316-5253, sherman.shang@sinopac.com |
|
| | |
|
| Date: | 2010/07/08 |
|
| Author: | Sherman Shang |
|
|
|
|
|
|
|
Market Commentary