Structural tailwinds remain intact - 3105 TT; BUY
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Although some profit taking post the earnings call seems likely, we continue to like Win Semi not only for its rising GaAs content value, but for its various re-rating opportunities such as OC market expansion and 30% cash capital reduction.
WIN Semiconductors is principally engaged in the research, development, manufacture and sale of gallium arsenide waters. Through its subsidiaries, Co. is also engaged in the market research; receive retail and customer orders from European, North America and Australia regions; and other investment activities. Co.'s major products include power amplifier and radio frequency switch chips used in mobile communication devices such as smartphones. Co. distributes its products primarily in domestic and overseas market, including Asia, Europe and the Americas.
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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