【出版时间及名称】:2010年台湾证券市场展望
【作者】:永丰金控
【文件格式】:PPT
【页数】:284
【目录或简介】:
Taiwan Equity Strategy: TAIEX re-rating on the horizon
􀂉 IC Design: Three prominent trends
􀂉 Networking: Digital, multimedia content drive infrastructure upgrades
􀂉 Computers/Peripherals: Corporate spending recovery underway
􀂉 E-Book: New applications for future growth
􀂉 LED TV: Thin is in
􀂉 STB: Significant growth over the next 2-3 years
􀂉 Steel: Auspicious year ahead with healthy ASP and GM
􀂉 Automotive: Driven by global upturn, China’s explosive growth
􀂉 Financials: Treasure map in hand, tough voyage begins
􀂉 Asset Plays: China money, Capital repatriation, Foreign funds
􀂉 Consumption: Explosive retail growth in China