2015 four star products released by LED favored

The Taiwan stock market into a new pattern in 2015, investors anxious to find new star shares, expect the new year investment operation can be successful. This special order 6 foreign institutions, prospective industry highlights this year, including networking, mobile payment, LED downstream and 4 key biotech stocks, as long as the following industry stock bull trend, this year will be "earn a full purse".

A new investment adviser pointed out that this year will be the Internet of things (Internet Of, Things, IOT) of the year off, according to the research agency estimates that the number of links per unit in 2015 will be 3.47, a total of 7 billion 200 million people in the world, the number of networking devices to breath on the 25 billion, if the continuation of the development of IOT architecture, until 2020 so far, the number of devices per link will grow to 6.58, then the number of the world's population reached 7 billion 600 million people, estimated number of networking devices will be as high as 50 billion, if further to automobile and home appliances and consumer electronics and other items to connect to the Internet, the Internet of things on the $1 trillion and 900 billion value will become the focus of the semiconductor market opportunities in the next.

The mobile payment, in September last year, Apple released the first mobile payment system "Apple Pay", and has been on the road in the United States in October, and Apple's mobile payment function is also working with the 6 largest credit card companies, more than 22 thousands of stores, including some well-known chain retailers, Apple also provides additional security features, lead mobile payment function into a new era. Research institutions IDC pointed out that this year, Taiwan mobile payment market is expected to grow significantly, the scale of NT $89 billion, an annual growth of up to 42%.

Unified investment adviser said, the fourth quarter of last year LED downstream industry continue to inventory in the first quarter of this year, the overall revenue growth of 5-10% manufacturers, and either upstream or downstream are expected to appear stocking tide.

Despite the prospect of LED industry upstream is poor, but the encapsulation of downstream products due to the use of LED TV backlight, indoor and outdoor lighting, mobile phone and other 3C products screen backlight, a variety of application fields, and is not affected by single industry fluctuations, the overall performance is steady, and continuous improvement in indoor and outdoor lighting LED lighting penetration, OEM manufacturers the order also continued to grow, the overall outlook.

Credit Suisse analyst Xu Zhongwei pointed out that last year the international capital massive overweight technology stocks, the proportion of shares in the past 12 months, the international technology stocks by the allocation of funds is lower than the long-term average of about 1 standard deviations, came to the current higher than the long-term average of about 0.8 standard deviations, so this year suggests a slightly underweight technology stocks, optimistic the subject including TSMC, and Hon Hai, all have to improve market share and profit growth momentum established characteristics.

In addition, legal person shares optimistic about this year producing in the biotech group, the first gold investment adviser chairman Chen Yiguang said last year due to Nokia effects spread, biotech holdings is the lack of confidence in the rest of the year, but this year there will be many new drugs have been published, especially the current biotech Stocks Index is low, the new incentive: the United States, and continued to have the opportunity to benefit from high NBI, ignition market good news.

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