| Summary: | 2008 Equity Outlook for Taiwan
-- Macro Economic View (slides 1-7)
-- Taiwan Strategy (slides 8-16)
-- Panel: A good year (slides 17-27)
-- LED: New Applications (slides 28-32)
-- Networking: Video streaming leads bandwidth expansion (slides 33-38)
-- Handset: Video streaming leads bandwidth expansion (slides 39-44)
-- Foundry: A quiet year (slides 45-48)
-- IC Design: Volatility brings opportunity (slides 49-53)
-- DRAM/NAND Flash: Trough in 2008 (slides 54-56)
-- IC Back-end: Volatility brings opportunity (slides 57-59)
-- Petrochemical: Strong demand from emerging markets (slides 60-69)
-- Steel: Persistent demand (slides 70-74)
-- Cement: Favorable policy environment (slides 75-78)
-- Container shipping (slides 79-82)
-- Bulk shipping: Profitable dividend plays (slides 83-87)
-- Auto parts: AM recovery; booming China market (slides 88-89)
-- Retail: China's buying spree (slides 90-93)
-- Food: Nourished by China’s growing prosperity (slides 94-97)
-- Top stock picks (slides 98-127): AUO (2409 TT), CMO (3009 TT), Giantplus (8105 TT), Epistar (2448 TT), Everlight (2393 TT), Bright LED (3031 TT), D-Link (2332 TT), ZyXel (2391 TT), HTC (2498 TT), Compal Comm. (8078 TT), Wintek (2384 TT), Vanguard (5347 TT), Mediatek (2454 TT), Novatek (3034 TT), Phison (8299 TT), Powertech (6239 TT), Formosa Plastics Corporation (1301 TT), Nan Ya Plastics Corp. (1303 TT), China Steel (2002 TT), Tung Ho Steel (2006 TT), Taiwan Cement (1101 TT), First Steamship (2601 TT), Shih Wei Navigation (5608 TT), Tong Yang (1319 TT), Depo Industrial (6605 TT), Far Eastern Department Stores (2903 TT), Les Enphants (2911 TT), Uni-President Enterprises (1216 TT), Great Wall Enterprises (1210 TT)
-- Disclaimer (slide 128)
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Taiwan Monthly Investment Strategy