U/G - Next-generation data center driving growth
​Upgrade to BUY: We believe Quanta is positioned to benefit from the new data center trends – SDNs, hyper-converged networks, and high performance computing (HPC) - and its NB ODM business should stabilize in 2017F. Coupled with having the second-highest dividend sustainability in Taiwan, we believe the stock deserves a re-rating. Our TP of NT$73 implies 13.5% upside.
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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