2010年台湾证券市场投资策略报告

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【出版时间及名称】：2010年台湾证券市场投资策略报告
        【作者】：凯基证券
        【文件格式】：PDF
        【页数】：131
        【目录或简介】：

Taiwan market strategy
2010 outlook: 20 stock picks, 10 themes 1
Theme report
Economic recovery: A bonanza for all sectors 7
Cheng Loong (1904.TW/1904 TT): Benefiting from recovery in exports 1 1
China Steel (2002.TW/2002 TT): Economic recovery, ECFA & public works key themes 1 4
Globe Union (9934.TW/9934 TT): Beneficiary of US housing market recovery 17
ECFA - A cross-strait boon: Beneficiaries of ECFA by sector 20
Formosa Chemicals & Fibre (1326.TW/1326 TT): ECFA signing & PTA uptrend in the spotlight 24
Ta Yih Industrial (1521.TW/1521 TT): Dual themes of ECFA & China domestic demand 27
Cathay FHC (2882.TW/2882 TT): Leading expansion into China 30
Yuanta FHC (2885.TW/2885 TT): Likely to invest in Chinese securities brokerages 33
China concept stocks : Favourable trends intact 36
Tong Yang Industry (1319.TW/1319 TT): Beneficiary of auto industry consolidation in China 39
Yulon Nissan (2227.TW/2227 TT): Top China play in auto space 42
FEDS (2903.TW/2903 TT): Taiwan economy & China FEDS recovering 45
Taiwan Hon Chuan (9939.TW/9939 TT): Benefiting from growing China beverage market 48
Construction revival: Public & private investment both on the mend 5 1
CTCI (9933.TW/9933 TT): Top beneficiary of rising petrochemicals investment 5 5
PC replacement demand: Replacement demand a catalyst for the NB sector 5 8
Wistron (3231.TW/3231 TT): Operating margin to keep rising in 2010 62
Ju Teng (9136.TW/9136 TT): Undervalued on bright business outlook 65
LED TV sector: LED TV to take off in 2010 68
Amtran Technology (2489.TW/2489 TT): LED TV shipments set to grow 71
Smartphone sector: Low-price trend to benefit Taiwanese makers 74
MediaTek (2454.TW/2454 TT): Beneficiary of growing smartphone market 78
Unimicron Technology (3037.TW/3037 TT): To grow on high-end handset & favorable trends 81
New energy sector: Solar, EV & LED in the spotlight for next decade 84
Epistar (2448.TW/2448 TT): Great potential in LED TV & LED lighting 88
Emerging technologies: New technologies bring growth opportunity 91
TSMC (2330.TW/2330 TT): Major opportunity for sector giant 9 4
Display technologies: Drivers in eBook, micro projector & 3D display 97
Daxon Technology (8215.TW/8215 TT): Multiple themes in 3D, touch panel & ePaper 101
Stock market
Cash calls and cash supply 1 07
Portfolio weightings 1 08
Taiwan economy
Recovery becoming self-sustaining 1 10
Appendices
Summary of US economic indicators 1 15
Summary of Taiwan economic indicators 1 16
Market valuation 1 17
Sector performance 1 18
Stock performance 1 19
Stock screens – Value stocks 1 21
Stock screen – Growth stocks 1 22
Stock screens – Short stocks 1 23
Changes to earnings estimates 1 24
Changes to investment ratings 1 26
KGI universe valuation table 1 27

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