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【出版时间及名称】：2009年11月亚洲电子材料行业研究报告
【作者】：野村证券
【文件格式】：PDF
【页数】：57
【目录或简介】：
1. Introduction: international competition a major investment theme in
the electronic materials industry............................................................................... 4
2. Asian electronic materials industry entering a new phase of competition........... 6
3. Competitive environment for electronic materials: cutthroat competition
mixed with coexistence ............................................................................................ 11
4. Investment stance: we like the Japanese focus on high performance and
the Korean group strength....................................................................................... 30
5. Individual company comments................................................................................ 34
(1) Formosa Sumco Technology Corp [3532 TT] (Reduce; TWD84.80) .............................. 34
(2) Wafer Works Corp [6182 TT] (Neutral; TWD58.70) ........................................................ 36
(3) Technosemichem [036830 KS] (Buy; KRW18,300) ........................................................ 38
(4) LG Chem [051910 KS] (Buy; KRW204,000)................................................................... 41
(5) Cheil Industries [001300 KS] (Buy; KRW50,500)............................................................ 44
(6) Sumitomo Chemical [4005] (Buy; ¥347) ......................................................................... 46
(7) Tokuyama [4043] (Neutral; ¥489) ................................................................................... 48
(8) JSR [4185] (Buy; ¥1,612) ............................................................................................... 50
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