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雷达卡
2017 Outlook：We are changing our view to be more offensive and positive on the traditional IT Hardware sector in 2017 as we see US tax reform（lower corporate tax rates & repatriation tax holiday）to boost stock buyback and M&A capital investments as well as immediate expensing vs.deprecation，and M&A targets as new positives for the sector.We see FFIV，EFII，NTAP and BHE as potential M&A targets.Inside this report we rank list a scorecard of each of our companies based on these factors as well as possible valuation multiple expansion or contraction.We expect the car of the future and Internet of Things（IoT）to continue to benefit the connector sector.
20161216-CITIGROUP-2017_OUTLOOK：IT_HARDWARE_&_TECH_SUPPLY_CHAIN-982347.pdf
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