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Taiwan Weekly Equity Strategy, January 18, 2021

SinoPac Daily, JAN 18, 2021

Taiwan PM Market Commentary, January 15, 2021

SinoPac Daily, JAN 15, 2021

Taiwan Market PM Commentary, January 14, 2021

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Macauto (9951 TT) Buy, TP; NT$111

ESG Analysis: ASE Technology Holding (3711 TT)

ESG Analysis: Formosa Petrochemical Corp (6505 TT, FPCC)

China General Plastics (1305 TT) U/G Buy, TP: NT$22.7

Epistar (2448 TT) Buy, TP: NT$46

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Accton (2345 TT) Buy, TP: NT$297

ITEQ (6213 TT) U/G Buy, TP: NT$168

Merida (9914 TT, Bicycles) Buy, TP: NT$350

TSMC (2330 TT) Buy, TP raised to NT$727

Delta (2308 TT) Buy, TP raised to NT$329

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Bicycle Industry: riding on inventory replenishment, e-bike penetration

2021 Server Industry Outlook: Revival starting in 2Q21F

Panel Industry: DEC panel prices rise on brisk TV sales

PC downstream: Chromebook strength will prevent low 1Q seasonality

Connector industry: Buoyant NB application demand

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