星展银行：亚洲科技行业研究报告2009年4月

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Table of Contents
Tech stocks are rebounding faster than expected 3
Some macro indicators are mixed but generally
pointing up 5
Structural changes that are supportive of tech
recovery 9
Tech stocks have always outperformed
in early phase of expansion 15
Performance outlook: To get worse before
getting better 17
How much headroom to re-rate? 19
Stock picks 23
Stock Profiles
Singapore
Venture Corporation 28
CSM 32
Hi-P 36
Hong Kong
Lenovo Group 40
ASM Pacific 44
AAC Acoustic Technologies 48
TPV Technology 52
Thailand
DELTA Electronics 56

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：行业研究报告 研究报告 行业研究 Technologies CORPORATION 科技 银行 研究报告 亚洲 行业