Add exposure to Technology, Communications We view weakness over the past week as correcting a significant amount of the excess optimism that was baked-in to global equities. As a result, we recommend taking advantage of the pullback by adding exposure to our favorite areas - namely Technology. Our overall outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. • Index overviews: MSCI ACWI ex-US, MSCI EM, ...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
​Reiterate BUY with a higher TP of NT$43: Getac is trading at 11.2x 2017F P/E, which is lower than peers’ valuation. In addition, growing shipments of high-GM rugged computers and greater market share have boosted sales and GM expansion. Our TP of NT$43 (NT$38 previously) is based on 13x (unchanged) 2017F EPS, with 16.8% upside.
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