At fair valuation, but nice dividend yield - 2382 TT; HOLD-OPF
​Quanta’s 4Q15 overall results were in line with consensus, but 1Q16 guidance is relatively tepid. No matter what Apple Watch’s outlook will be, Quanta is still experiencing healthy growth in its server business backed by its technological strength. The timing of the next gen Apple Watch is a swing factor to Quanta’s 2H16 outlook.
Quanta Computer is a notebook computer original design manufacturer (ODM) company based in Taiwan. Co. is engaged in the design, manufacture and sale of computer, computer components, peripherals and related communication products. Through its subsidiaries, Co. is engaged in the production and trading of computer related products, electronic equipment and accessories, precision machinery, and disc drive; and equity investment. Co.'s products include notebook PC series product, GSM mobile phone, web PDA, wireless LAN related products, LCD-Monitor, LCD PC, LCD TV and web server.
Yuanta is a Taiwan-headquartered brokerage with a growing presence in Asia, especially across Greater China. Our team of 140+ provides cutting-edge analysis on key sectors, spread across offices in Taiwan, Hong Kong, Shanghai (A-Share), Seoul and Jakarta. With an ever-expanding coverage universe of 400+ companies, we provide in depth analysis with unique local color to investors. Consistently being voted the Best Investment Consulting Firm in Taiwan in the AsiaMoney broker poll is evidence of our strength. We target providing an extensive range of research, from small, to mid-sized, to large cap. We bring you the big, well-covered names, as well as going off the beaten track to research the less-familiar companies.
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