CSFB: panel plant in the first half of 05 still have to face the loss of pressure

News May 20th, CSFB (Credit Suisse First Boston) the latest research pointed out that the first half of the year to panel factory facing the pressure loss, profit as the performance of DRAM, the expected price performance space is limited, "reduction" panel shares, news, panel Wuhu (20) days fell, dragged down the market trading turned black.

According to Taiwan media reports, although recently a number of foreign brokerages bullish panel shares in the second half economic recovery, have proposed "overweight", but CSFB iconoclastic, that panel shares second quarters unable to determine a surplus, the first half of the year is still a loss of pressure, the recent share price performance is limited, so suggest less code".

The panel week reported in June panel up fixed signs, in addition to the 15 inch panel identified up $3-5, 17, 19 inch panel prices may be flat or down, Wuhu impact panel this week trend is weak, today again from the CSFB panel are not optimistic about the stock, will no longer be the impact of stock trading.

In the MSCI panel Wuhu funds, in addition to Caijing, the foreign capital were overweight, but I was out of legal reverse holdings, the western legal, drag this week trim panel wuhu.