CS 瑞士信贷：Asian Daily　

02.01 39页　　英文

Top of the pack ...
Asian Tech Strategy Manish Nigam (3)
Reducing net-long position to 55%; booking profits in parts of foundry/test-packaging
Taiwan Strategy – Maintain O Ernest Fong (4)
Funding a seasonal pick-up in property sales by trimming tech
United Microelectronics (2303 TT) – Downgrade to N Randy Abrams, CFA (5)
A key catalyst behind us
Hynix Semiconductor (000660 KS) – Maintain N MS Hwang (6)
4Q06 recap and lower target price
Catcher Technology (2474 TT) – Downgrade to U Pauline Chen (7)
A fundamentally sound story, but we see four risks to consensus estimates