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Top Calls
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Sector Update � Technology (NEUTRAL,
maintain)
- 1Q16 technology sector earnings round-up 1Q16 earnings disappointed, with several big misses from key players. We have cut our 2016E sector earnings to -5% from +8% previously. Although earnings are expected to rebound in 2Q16, we remain cautious given prevailing economic uncertainty. Maintain Neutral sector weighting, with Inari, Uchi and Scicom for exposure.
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Other Calls
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For
important disclosures, please refer to the Disclosure section at the end of
the individual linked research reports. |
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