Taiwan Strategy: Seeking more stability
​We believe global liquidity is helping to lift the market while fundamentals are just moderate.We provide our rationales on the three major sectors we would overweight now (page 6-8), or buy on dips for cautious investors – Smartphone, Semiconductor and Petrochem. We also provide our view on the Apple supply chain, where we have been only selectively positive for a long time. There are still stocks to like there despite overall potentially weak sentiment for Apple plays in the 2Q model transition period.
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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