2379Realtek

2021-05-06

Company Note
 Realtek (2379 TT, NEUTRAL, NTD499)　
Pricing in catalysts; recommend NEUTRAL　
 Realtek’s 1Q21 revenue beat our forec...

3034Novatek Microelectronics

2021-05-05

Company Note
 Novatek Microelectronics (3034 TT, BUY, NTD533.00)　
1Q21 earnings topped expectation; recommend BUY with TP of NTD713　<...

2409AUO　

2021-05-04

Company Note
 AUO (2409 TT, TRADING BUY, NTD27.40)　
GM exceeds expectations; earnings outlook remains strong; upgrade to TRADING BUY　...

2609Yang Ming Marine Transport

2021-05-04

Company Note
 Yang Ming Marine Transport (2609 TT, BUY, NTD80.00)　
Freight rate trend tops expectation; we continue to revise up earn...

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