荷兰银行：亚太半导体行业研究报告2009年8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

Contents
Inventories should remain low through 4Q 3
Global supply chain inventory data for the technology sector suggests to us that the
street is underestimating the earnings potential for Asia semiconductor stocks. This
creates a backdrop for positive surprises in 4Q09-1Q10, in our view.
3
Positioned for 4Q09 restocking demand 3
Where we differ from the consensus 5
Consensus forecasts for the leading Taiwan foundries and OSAT reflect a normal
seasonal decline in 1Q10. We believe there will be an upside surprise to 1Q10
earnings, given low inventories and customer caution on end demand in 4Q.
5
Risks to our thesis 6
Company outlook 7
Monthly revenue trends 8
Company profiles 10
Advanced Semiconductor 10
Siliconware Precision 18
TSMC 26
UMC 34

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 半导体行业 研究报告 荷兰银行 行业研究 研究报告 行业 荷兰银行 亚太 半导体

楼主卖得太低了些，再加6个零吧---卖得太便宜了！！！