瑞信-2017年亚洲科技投资策略

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1、March2017AsiaTechnologyStrategy2017:Aseventhyearofoutperformance?ManishNigam,HeadofRegionalTechnologyResearchResearchAnalyst,+85221017067,manish.nigam@credit-suisse.comDISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS

2、,LEGALENTITYDISCLOSURES,ANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Inv

3、estorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.TechnologyTechnologyManishNigam(RegionalHead)85221017067manish.nigam@credit-suisse.comHardware&SemiconductorsITServicesandInternetRandyAbramsJerrySuThompsonWuSamLiAnanthaNaraya

4、nEvanZhou8862271563668862271563618862271563868522101677591226777373085221016745randy.abrams@credit-suisse.comjerry.su@credit-suisse.comthompson.wu@credit-suisse.comsam.li@credit-suisse.comanantha.narayan@credit-suisse.comevan.zhou@credit-suisse.comFoundry/I

5、CDesign/BackendDisplaySemis&PCHardware/DistributorsKynaWongZoeZhaoIndianITServicesASE2311TTDisplay/IndustrialsAcer2353TT8522101695085221017201ASMPacific522HKAUO2409TTAdvantech2395TTkyna.wong@credit-suisse.comHCLTechHCLTINzoe.zhao@credit-suisse.comHuaHongSem

6、i1347HKChipbond6147TTAsustek2357TTHexawareHEXWINMediaTek2454TTCompal2324TTChinaTechnologyInfoEdgeINFOEINChinaInternet/EducationChipMOS8150TTPTI6239TTHonHai2317TTInfosysLtdINFOINChroma2360TTRealtek2379TTCoretronic5371TTInventec2356TTAAC2018HKMindtreeMTCLIN58

7、.comWUBAUSSMIC981HKEInk8069TTLenovoGroup992HKBeijingShiji002153CHNIITTechNITECINAlibabaBABAUSSPIL2325TTPChome8044TTTataConsultancyTCSINAutohomeATHMUSTSMC2330TTEgisTechnology6462TTPegatron4938TTBYDE285HKElan2458TTChinasoft354HKTechMahindraTECHMINBaiduBIDUUSU

8、MC2303TTQuanta2382TTWiproWPROINBaozunBZUNUSVanguard5347TTEpistar2448TTSynnex2347TTCoolpad2369HKWPG3702TTEverlight2393TTWistron3231TTDahua002236CHBitautoBITAUSDCHoldings861HKCDELDLUSFocalTech3545TTPauli