Title Macronix (2337 TT) Neutral
  Win Semiconductor (3105 TT) Neutral
  Landmark (3081 TT) Buy, TP: NT$352
  Powertech Technology Inc. (6239 TT) Buy, raise TP to NT$115
  Parade Technologies (4966 TT) Buy, raise TP to NT$1,573
  Novatek (3034 TT, IC Design) Buy, Raise TP to NT$516
  Vanguard (5347 TT) Buy, TP: NT$132
  Realtek (2379 TT) Buy, raise TP to NT$535
  Airtac International (1590 TT) Buy, Raise TP to NT$1,382
  Hiwin (2049 TT) Buy, raise TP to NT$460
 
More Titles
Title:Largan (3008 TT) Neutral
Download File:3008 TT Largan note 210112--sinopac.pdf 
 
Summary:Maintain Neutral: Order cancellations tied to an Android clientĄ¯s high-end handset models will likely last through 1H21. Maintain Neural. For long-term investors, deploy when OPM bottoms out in 2Q21F. Largan is trading at 17x/14x 2020F/2021F P/E as of the JAN 11 market close.
  
Date:2021/01/12
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.