Title 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
  Memory: Contract prices rose in FEB, will stabilize in 2H17
  Optical Communication: Strong recovery for 100G application in FEB
  Apparel: Buy Quang Viet (4438 TT, 12% upside) and Kwong Lung (8916 TT, 30% upside)
  Foundry industry sales grew 7.5% YoY in JAN to NT$91.24bn
 
More Titles
Title:Greater China Automobile Supply Chain & NEV
Download File:Greater China auto supply chain and NEV outlook 170316--sinopac [Recovered].pdf 
 
Summary:
  
Date:2017/03/16
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.