Taiwan stocks entered a new pattern in 2015, investors are eager to see the New Year star stocks, and expect the new year's investment operations to "win". The newspaper has specially consolidated the six major domestic and foreign-funded legal entities, and looks forward to highlighting the industry this year, including four key stocks such as the Internet of Things, mobile payment, LED downstream and biotechnology. As long as the long-term trend of industrial stock selection follows the trend, this year's purse will be earned. Full".
Taixin Investment pointed out that this year will be the year of departure for the Internet of Things (IOT). According to the research institute, the number of devices connected per person will be 3.47 in 2015, with a total population of 7.2 billion people, and IoT devices. The number can be seen at 25 billion. If the IoT structure continues to develop, the number of devices connected per person will grow to 6.58 by 2020. By then, the global population will reach 7.6 billion, and the number of IoT devices will be estimated. Up to 50 billion, if you further connect the automobile, home appliances and consumer electronics to the Internet, the value of the Internet of Things will see a business opportunity of 1.9 trillion US dollars, becoming the next key market for the semiconductor industry.
In terms of mobile payment, Apple released its first mobile payment system, Apple Pay, in September last year. It has been on the road in the United States in October, and Apple’s mobile payment function has also cooperated with six major credit card companies and more than 220,000 stores. There are also many well-known chain retailers, and Apple also provides additional security features to lead the mobile payment function into a new era. The research institute IDC pointed out that this year's Taiwan mobile payment market is expected to show significant growth, with a scale of NT$89 billion and an annual growth of 42%.
Uni-President said that in the fourth quarter of last year, the LED downstream industry continued to destock, and the overall manufacturer's revenue in the first quarter of this year will grow by 5-10%, and both upstream and downstream are expected to have a stockpile.
Although the upstream outlook of the LED industry is not good, downstream products such as packaging are used in 3C commodity backlights such as LED TV backlight, indoor outdoor lighting, mobile phones and screens. The application level is quite extensive, and it is less affected by fluctuations in a single industry, and the overall performance is stable. In addition, LED lighting has continued to increase in indoor and outdoor lighting penetration, and manufacturers' OEM orders have continued to grow, with a good overall outlook.
Credit Suisse analyst Xu Zhongwei pointed out that last year's international funds overweight technology stocks, resulting in the past 12 months of international capital allocation in the shareholding of technology stocks has been lower than the long-term average of about 1 standard deviation, to the current higher than the long-term The average is about 0.8 standard deviations. Therefore, it is recommended to slightly reduce the number of technology stocks this year. The optimistic targets include TSMC, Kecheng, Hon Hai, etc., all of which have the characteristics of increasing market share and establishing profit growth momentum.
In addition, the legal person is optimistic about the biotech group in this year's mid-range stocks. Chen Shuguang, the chairman of the first gold investment company, said that due to the impact of the Kea effect last year, the lack of confidence in biotechnology holdings is a year of rest, but there will be many this year. New drugs have been published one after another, especially the current biotech stock index is low. Under the encouragement of new drugs, and the US NBI continues to hit a high, there is a chance to benefit from the news.
Taixin Investment pointed out that this year will be the year of departure for the Internet of Things (IOT). According to the research institute, the number of devices connected per person will be 3.47 in 2015, with a total population of 7.2 billion people, and IoT devices. The number can be seen at 25 billion. If the IoT structure continues to develop, the number of devices connected per person will grow to 6.58 by 2020. By then, the global population will reach 7.6 billion, and the number of IoT devices will be estimated. Up to 50 billion, if you further connect the automobile, home appliances and consumer electronics to the Internet, the value of the Internet of Things will see a business opportunity of 1.9 trillion US dollars, becoming the next key market for the semiconductor industry.
In terms of mobile payment, Apple released its first mobile payment system, Apple Pay, in September last year. It has been on the road in the United States in October, and Apple’s mobile payment function has also cooperated with six major credit card companies and more than 220,000 stores. There are also many well-known chain retailers, and Apple also provides additional security features to lead the mobile payment function into a new era. The research institute IDC pointed out that this year's Taiwan mobile payment market is expected to show significant growth, with a scale of NT$89 billion and an annual growth of 42%.
Uni-President said that in the fourth quarter of last year, the LED downstream industry continued to destock, and the overall manufacturer's revenue in the first quarter of this year will grow by 5-10%, and both upstream and downstream are expected to have a stockpile.
Although the upstream outlook of the LED industry is not good, downstream products such as packaging are used in 3C commodity backlights such as LED TV backlight, indoor outdoor lighting, mobile phones and screens. The application level is quite extensive, and it is less affected by fluctuations in a single industry, and the overall performance is stable. In addition, LED lighting has continued to increase in indoor and outdoor lighting penetration, and manufacturers' OEM orders have continued to grow, with a good overall outlook.
Credit Suisse analyst Xu Zhongwei pointed out that last year's international funds overweight technology stocks, resulting in the past 12 months of international capital allocation in the shareholding of technology stocks has been lower than the long-term average of about 1 standard deviation, to the current higher than the long-term The average is about 0.8 standard deviations. Therefore, it is recommended to slightly reduce the number of technology stocks this year. The optimistic targets include TSMC, Kecheng, Hon Hai, etc., all of which have the characteristics of increasing market share and establishing profit growth momentum.
In addition, the legal person is optimistic about the biotech group in this year's mid-range stocks. Chen Shuguang, the chairman of the first gold investment company, said that due to the impact of the Kea effect last year, the lack of confidence in biotechnology holdings is a year of rest, but there will be many this year. New drugs have been published one after another, especially the current biotech stock index is low. Under the encouragement of new drugs, and the US NBI continues to hit a high, there is a chance to benefit from the news.
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