【出版时间及名称】：2010年4月台湾投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：56
【目录或简介】：
Strategy and Economics
Global
4 Global Equity Strategy Good Gets Better
Gerard Minack, Jason Todd
Industry Analysis
6 Financial Services Risk/Reward More Favorable
for Banks than Insurers
Lily Choi, Bruce Chou
8 IC Packaging & Testing Copper Wiring Leads to
Lower Growth and De-rating
Frank A.Y. Wang, Jerry Su
10 TFT LCD Team Sports
Frank A.Y. Wang, Jerry Su
Company Analysis
12 AU Optronics Market Outperformer
Frank A.Y. Wang, Jerry Su
14 Delta Electronics Inc. Likely Better 2Q a
Catalyst
Grace Chen, Terence Cheng, Jasmine Lu
16  Formosa Petrochemical Corp. Looking Better;
Upgrading to Equal-weight
Jeremy C. Chen, Yunchen Tsai, Vinay Jaising
18 Foxconn Technology New Project Additions
and Cost Benefits to Drive Profit
Sharon Shih, Jasmine Lu
20 HTC Corporation Seeing Is Believing; Raising
Estimates & Price Target
Jasmine Lu
22 Kinsus Interconnect Smartphone IC Substrate
Growth Story Not Yet Broken
Sharon Shih, Jasmine Lu
24 Transcend Information Cut PT/Estimates on
Soft 1H Demand and Declining GM
Jerry Su, Frank A.Y. Wang