BAML 美林：全球投資策略週刊(中文)

 

MACQ Taiwan Essentials--ASE (Outperform)、Altek (Outperform)、Chunghwa Telecom (Neutral)

 

UBS Investment Research--ASE 2311 (C opper is more valuable than gold)

 

Merrill Lynch - Siliconware Precision 2325 SPIL

 

N omura - Advanced Semicon Eng 2311 TT

 

Daiwa Research - ASUSTeK Computer (2357 TT)

 

RBS - Asustek Computer (2357 TT): Branded biz the key value driver

 

Powertech Technology 6239 (DAIWA、JP、Citi.....)

 

MediaTek 2454 - Inevitable margin/market share trade-off; retain Sell

 

Walton (8110.TW): 4Q09 Analyst Meeting Takeaways

 

Realtek Semiconductor (2379.TW): Near-term Strength Priced In; Remain UW

 

元太 昱晶 創意 大立光 台新金 元大金

 

Mirea Tech Research - UMC, SPIL, Novatek

 

Richtek Technology (6286.TW) - Sell: Sensitive to Demand Fluctuations; Higher Expenses to Stay

                                                      - hare Gain and Margin Improvement Will Justify Higher Opex; Maintain OW

 

聯發科 大同 正新 東聯

 

 

 

 

 

 

非常感謝校長的資訊~

下了台新金...可是檔案好像損壞了..

感謝校長.收下慢慢研究

非常感謝！都是寶貴的資料，好好研究

希望可以早日下窄

感謝大大分享

喔喔~讃啦~終於聊解到台灣的主力有哪些了