Title Nanya Tech (2408 TT) Neutral
  Chroma ATE (2360 TT) Neutral
  Largan (3008 TT) Neutral
  Delta Electronics (2308 TT) Buy
  Bioteque (4107 TT) Buy, TP: NT$148
  Bizlink (3665 TT) Neutral
  Sunny Optical (2382 HK) Neutral
  Top Bright (8499 TT) Buy, TP: NT$140
  Taiwan Sakura (9911 TT) Buy
  Simplo (6121 TT) Buy
 
More Titles
Title:Nanya Tech (2408 TT) Neutral
Download File:2408 TT Nanya Tech note 190424--sinopac.pdf 
 
Summary:Maintain Neutral: We are most concerned about 1) lackluster downstream demand and opaque market outlook and 2) continuously falling DRAM contract prices without any visible sign of a near-term inflection point.
  
Date:2019/04/24
Author:TaiwanResearch.com
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