Entering into a transition period
​Swancor is a manufacturer of specialty chemicals. It is focused on wind blade & corrosion resistance materials and the key supplier to Goldwind (2208 HK; NR), China’s first wind turbine OEM player. Swancor has indicated new growth drivers including 1) new international clients in India; 2) adhesive resin (to be approved in 4Q16F); 3) carbon fiber products (to be approved in 2016F); 4) new wind blade resin capacity of 40k tons/year (mass production in 1Q17F).
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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