【出版时间及名称】:2009年12月日本触摸屏行业研究报告
【作者】:野村证券
【文件格式】:pdf
【页数】:61
【目录或简介】:
1. Investment themes: increasing production capacity quickly key to success...... 4
2. Market forecast: we project sharp growth from US$3.8bn in 2009 to
US$5.8bn in 2011....................................................................................................... 14
3. Industry dynamics..................................................................................................... 24
4. Individual company comments................................................................................ 30
(1) Nissha Printing [7915] (Buy; ¥5,040) (L. Huang) .............................................................. 31
(2) Wacom [6727] (Neutral; ¥190,600) (L. Huang)................................................................. 33
(3) Young Fast Optoelectronics [3622 TT] (Buy; NT$381.5) (A. Lee).................................... 35
(4) Alps Electric [6770] (Reduce; ¥527) (M. Akizuki).............................................................. 38
(5) Digitech Systems [091690 KS] (No rating; KRW24,200) (J. Kim / G. Kang) ...................... 39
(6) Gunze [3002] (Neutral; ¥319) (H. Ikeuchi / Y. Kamata) ...................................................... 40
(7) SMK [6798] (No rating; ¥524) (L. Huang) ......................................................................... 43
(8) ELK [094190 KS] (No rating; KRW19,550) (J. Kim/G. Kang) ............................................ 45
(9) Nitto Denko [6988] (Buy; ¥3,260) (S. Mikoshiba) .............................................................. 46
(10) Kimoto [7908] (No rating; ¥1,016) (L. Huang)................................................................. 48
5. Touch panel technologies........................................................................................ 49