Title Advanced Ceramic X (3152 TT) Buy, TP: NT$510
  Asustek (2357 TT) Buy, TP: NT$275
  Yeong Guan Energy (1589 TT) Buy, TP: NT$108
  ChipMOS Technologies (8150 TT) Buy, TP: NT$37
  Accton (2345 TT) Buy, TP: NT$267
  Zhen Ding Technology (4958 TT) Buy, TP: NT$143
  eMemory (3529 TT) D/G Neutral
  TCI (8436 TT) D/G Neutral
  Chicony Power Technology (6412 TT) Buy, TP: NT$84
  TaiDoc (4736 TT) U/G Buy, TP NT$295
More Titles
Title:TSMC (2330 TT) Buy, Raise TP to NT$520
Download File:2330 TT TSMC ESG note 201016--sinopac.pdf 
Summary:Raise TP by 15% to NT$520 (25x 2021F P/E) from NT$454; Maintain Buy: 1) Demand for TSMC advanced technologies remains strong in 2H20 driven by 5G handsets and HPC applications amid the 5G and AI trends. 2) The US-China technology competition has elevated the importance of TSMC to both camps.
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