YUANTA-GREATER CHINA-DOWNSTREAM TECH INDUSTRY-EYEING DEMAND-100315

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      【出版时间及名称】：YUANTA-GREATER CHINA-DOWNSTREAM TECH INDUSTRY-EYEING DEMAND RATHER THAN SUPPLY-100315
      【作者】：yuanta
      【文件格式】：pdf
      【页数】：26
      【目录或简介】：
Top BUY/SELL Ideas and Industry View ...............................................P.2
Our cautious stance on tactical risks remains unchanged. We remove Compal from our top BUY list but add Shin Zu Shing into our SELL list.
Industry Data Points…........................................................................P.4
PC inventory is building up in the channels due to unsmooth product transition. Intel is not supplying enough Calpella platform CPUs, while the sales of its existing platform, Montevina, have already slowed down.
Industry Themes – CeBIT ………………................................................P.5
Cloud computing and 3D dominated CeBIT 2010. However, we believe that it may take another two to three years to see mature solutions for cloud computing and a real takeoff in the 3D supply chain.
Results Review and Guidance.............................................................P.7
Due to seasonality and fewer working days, most companies posted MoM sales decline in February.
PC/Handset Sector Trackers ..............................................................P.12
NB shipments might be tighter owing to some component shortages. We slightly tune up our 1Q10 forecast on handset PCB shipments.
Appendix (P. 15) and Recent Upgrade and Downgrades please see Page

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关键词：Downstream Industry Greater demand Stream Tech