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EUR 56.04 For Business Accounts Only

March sales; winners, losers and top picks

We have been positive on semi since 4Q15, and we now see that inventory restocking has been largely priced in. Thus, despite sales momentum remaining fairly strong this quarter, stocks could see some profit-taking in near term, especially as the market awaits further confirmation on actual sell-through (and not to mention F/X has now become a headwind). ​

Provider
Yuanta
Yuanta

​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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