【出版时间及名称】：2010年2月亚太证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：53
【目录或简介】：
Strategy and Economics
Global
4 Global Equity Strategy Indicator Alert
Gerard Minack, Jason Todd
6 Global Credit Strategy An Ocean Between
Rizwan Hussain, Adam Richmond, Andrew Sheets,
Jonathan Graber
8 US Economics We Can’t Inflate Our Way Out
Richard Berner
Industry Analysis
10 Telecommunications Live from Taipei: Far
Eastone Remains Top Pick for 2010
Gary Yu, Navin Killa, Vincent Z Wu
Company Analysis
12 Advanced Semi Engineering Aiming for Share
Gain
Frank A.Y. Wang, Jerry Su
14 ↑ Far Eastern New Century Value Emerging;
Upgrade to OW
Jeremy C Chen, Yunchen Tsai
16 Global Unichip Corp. 2010 a Year of Transition;
Charlie Chan, Bill Lu
18 Largan Precision A Prolonged Transition; Cut
Estimates / PT
Jasmine Lu
20 MediaTek Strong Growth Near-Term, but LT
Concerns Remain
Bill Lu, Charlie Chan
22 ↑ PixArt Imaging Inc. 4Q09 Results in Line;
Upgrade to Equal-weight on Valuation
Charlie Chan, Bill Lu
24 TSMC Good Result, but is it Good Enough?
Bill Lu, Charlie Chan