Monday, March 27, 2017

[Weeks · SK Securities recommended stocks] Duzon bijeuon, Patron, East Eltek



[Goyounghun financial newspaper reporter Korea]

◇ Duzon bijeuon

- Cloud Enterprise Resource Planning (ERP) expectations ASP (average selling price) rise in the introduction. Effect of ERP services prices.

- dividend policy (dividend payout ratio of 30% retained views) expectations.

◇ Patron

- expectations for growth diagnostic sensors for automotive camera module and health care. Galaxy S8 benefit stocks of camera specification upgrade.

- expect to continue to benefit from this in the sense that consumers are most easily perceived performance camera pixels.

◇ Dong Eltek

- Turnaround and expectations for the growth outlook in earnest this year's subsidiaries (Sunic System).

- possibility of increasing sales OLED test equipment according to the organic light emitting diode (OLED) investment of domestic and Greater China display quality.

- the expected adoption of OLED panels North American smartphone makers this year.



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