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Sector Update - Technology
(NEUTRAL, maintain)
- 2Q16 technology sector earnings round-up 2Q16 earnings were mixed although earnings momentum continued its downward trend. Despite this, positive surprise from Unisem led to our sector earnings upgrade, which was raised from -5% to +1% yoy for 2016E. Capex outlook remains muted, and with prevailing weaker global semiconductor sales growth, we maintain our Neutral sector weighting. For exposure, we prefer Inari, KESM and Scicom.
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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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