Title Netcom Equipment: Rerating underway in switch sector
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Title:Netcom Equipment: Rerating underway in switch sector
Download File:Netcom note 170310--sinopac.pdf 
Summary:Netcom Equipment: Rerating underway in switch sector

  • Strong industry outlook sparks rerating, as seen in rising share prices of leading US switch brands.

  • Taiwanese ODMís 100G switch shipments are ramping up.

  • Chinese device makers benefit from Chinaís localization policies, organic growth of domestic market.

  • Alpha Networks (3380 TT), ZTE (763 HK) are our top picks on the 100G theme.
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