External broker reports(aggregated public sources), Capital Securities Corp

Capital Securities

Capital Securities provides clients with investment services covering diversified financial products. We have outstanding business performance amid intense competition in the domestic securities market. 

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External broker reports(aggregated public sources)

Equity Bottom-Up

<p>Reiterate BUY with TP of NTD680 on positive revenue/earnings momentum and new business consolidation. Revenue/earnings may be robust in 3Q21 peak season and beat low-season expectations in 4Q21. We maintain BUY with TP of NTD680 (12x FY22 EPS estimate) in view of the following: a) improved product mix following the acquisition of KEMET; more capacity related to high-end products may be added and catalyze the company’s revenue in the near future; b) further optimized product mix and rising synergy following the acquisition of Chilisin.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Reiterate BUY with TP of NTD680 on positive revenue/earnings momentum and new business consolidation. Revenue/earnings may be robust in 3Q21 peak season and beat low-season expectations in 4Q21. We maintain BUY with TP of NTD680 (12x FY22 EPS estimate) in view of the following: a) improved product mix following the acquisition of KEMET; more capacity related to high-end products may be added and catalyze the company’s revenue in the near future; b) further optimized product mix and rising synergy following the acquisition of Chilisin.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Yageo Corporation

Yageo (2327 TT, BUY, NTD439.00)