Title IC Design: Operational growth to persist in 2021 amid upgrades to 5G
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Title:IC Design: Operational growth to persist in 2021 amid upgrades to 5G
Download File:IC Design Industry note_200710--sinopac.pdf 
 
Summary:?Upgrade Realtek (2379 TT) to Buy, TP of NT$371 (20x 2021F P/E) ?Buy Mediatek (2454 TT), raise TP to NT$682 (25x 2021F P/E) ?Buy Novatek (3034 TT), raise TP to NT$306 (18x 2020F P/E) ?Buy Parade (4966TT), raise TP to NT$1,250 (25x 2021F EPS from present business of NT$31.76 + 35x 2021F EPS from server business of NT$13.02) ?Buy Aspeed (5274 TT), raise TP to NT$1,586 (45x 2021F P/E)
  
Date:2020/07/10
Author:TaiwanResearch.com
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