麦格理-台湾-股票策略-台湾策略：二月阻力提供了良好的进入点-20180227-14页.pdf

TAIWAN Taiwan Strategy Top March picks February pull-back offering good entry Buy Sell Tech Nanya Tech(2408 TT) Novatek (3034 TT) Non tech AIDC (2634 TT) St. Shine (1565 TT) Continue to prefer tech (semi/IA/servers) over non-tech Fin E.Sun (2884 TT) Mega FHC (2886 TT) Source: Macquarie Research, February 2018  The TAIEX is down 2.3% in February, along with other global markets (foreign