Title LED industry: Buy Epistar, Tong Hsing
  Steel: Buy Yieh Phui (2023 TT)
  Auto component aftermarket: Warm winter diluted seasonality, FX loss to hamper earnings
  Financials: Our picks on the rate hike theme
  Greater China Automobile Supply Chain & NEV
  LED: Buy select stocks amid 1Q17 light seasonality
  Petrochemical: FCFC (1326 TT), FPC (1301 TT) our are top FPG picks
  Netcom Equipment: Rerating underway in switch sector
  PCB: FEB sales in line; resumed growth
  Marine Shipping: Rising freight rates in 2017—Buy Evergreen Marine
More Titles
Title:LED industry: Buy Epistar, Tong Hsing
Download File:LED industry note 170412--sinopac.pdf 
Summary:LED’s MAR sales mostly in-line: With stocking for new models of consumer electronics (TV/smart phone) to begin in 2Q17, we recommend buying stocks with strong operating performances and/or outlooks.
Register online at Become Member to receive Taiwan research services. For more information, contact TaiwanResearch.com. Tel (8862) 2316-5181
©2001, 2000, 1999 SinoPac All rights reserved. Additional copyright information applies.