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Title:PC downstream: Persistent student NB demand
Download File:PC downstream industry note_200624--sinopac.pdf 
Summary: SinoPac View: NB ODM unit is ahead of our expectation in 2Q20 amid strong demand for Chromebooks and MacBooks, and we anticipate strong student NB demand in 3Q20. We thus raise our 2Q/3Q/2020 NB ODM shipment estimates. We raise our TP for Quanta Computer, which stands to benefit from key customers¡¯ follow-up orders in 2Q20-3Q20. We downgrade Pegatron to Neutral on valuation.
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