Title Financials: Buy Cathay, CTBC, Mega
  Apparel: Buy Eclat, Quang Viet; D/G Kwong Lung to Neutral
  Petrochemical: FPG core sales up in MAY
  Container shipping: Buy Evergreen and Yang Ming
  Auto Components: Buy Turvo, Cayman Engley, Macauto; D/G Hota to Neutral
  IC Design: Buy Realtek, Novatek, Parade, Rafael Micro
  Apparel: Buy Eclat, Quang Viet, Toung Loon, Kwong Lung
  Petrochemical: Buy FPC, FCFC
  Marine Shipping: Buy Evergreen, Yang Ming
  Powerpoint: 3D sensing module (focus on laser light source)
 
More Titles
Title:Financials: Buy Cathay, CTBC, Mega
Download File:Financial industry note 170615--sinopac.pdf 
 
Summary:Our top FHC picks now

  • Buy Cathay FHC (2882 TT), TP of NT$53 (1.35x 2017F P/B, 12% upside)

  • Buy CTBC FHC (2891 TT), TP of NT$22 (1.4x 2017F P/B, 13% upside)

  • Buy Mega FHC (2886 TT), TP of NT$27 (1.2x 2017F P/B, 10x% upside)

  •   
    Date:2017/06/15
    Author:TaiwanResearch.com
    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.