Taiwan
Company Report:
Company Report: Procomp Informatics Ltd. 2398 BUY.... ...pdf
Linda Liu: 10.18.2000
....A fast growing dual play in a high growtherging sector......Taiwan
Company Report:
Company Report: Excel Cell Elec. Co., Ltd. 5394 BUY.......pdf
Vincent Chen: 10.11.2000
....Domestic Leader and third worldwide for DIP switch manufacturing; Target price of
NT$167 for 122% upside......
Taiwan Company Report:
Company Report: Compeq Manufacturing Co., Ltd. 2313.......pdf
Vincent Chen: 10.24.2000
....Why hold conservative on Compeq flip-chip substrate shipment? A post-August supply and
demand point of view......
Taiwan Company Report:
Company Report: Advantech 2395 BUY.......pdf
Edward Chang: 09.06.2000
....Aggressive global logistics expansion upping the ante for competitors......
Taiwan Company Report:
Company Report: Domestic Convertible Bonds.......pdf
Eric Chen: 12.05.2000
....Realizing the equity option......
Taiwan Company Report:
Company Report: China Steel Corporation 2002 BUY.......pdf
Seng Gay Chan: 31.03.2000
....International and domestic steel prices trending upwards......
Taiwan Company Report:
Company Report: Macronix Int. 2337 BUY.......pdf
Alfred Ying: 27.03.2000
....Sales & earnings soar on continued rise in ASPs and margins; Joining forces with
industry leaders on road to SOP integration; Target price ov NT$115 for an upside of
35%......
Taiwan Company Report:
Company Report: Taiwan Airlines.......pdf
Michael Kobal: 16.03.2000
....Fuel prices to slow earnings growth in 2000; Stable passenger capacity to improve
loads; Direct link potential increases in 2H00......
Taiwan Company Report:
Company Report: PCS. 2912 LT BUY......pdf
Patrick Miller: 13.03.2000
....E-commerce redefining the business; Upside diminished, but upward momentum to return;
investment portfolio to release new earnings stream......
Taiwan Company Report:
Company Report: D Link. 2332 BUY......pdf
Dom Grant: 04.03.2000
....Margin recovery on improved strategies, new partners and new products, Major capacity
expansion to drive top line growth; The LEGEND deal-the perfect partner in China......
Taiwan Company Report:
Company Report: DB Tel. 5304 BUY.......pdf
Alison Yip: 14.02.2000
....A turnaround play; 55% EPS growth in 2001; Margins boosted by handsets; Design
capability adds value; 53% upside.......
Taiwan Company Report:
Company Report: UMC.......pdf
Alfred Ying: 21.01.2000
....Firing on all cylinders-rising sales, earnings, ASPs and margins; 100% capacity
utilization rate to go with aggressive expansion; Semiconductor industry robust while
foundry even better; Merger gains with little pain; Target price of NT$186 for 49%
upside....... |
TAIWAN