Top analyst stays close to semiconductor stocks
Jonah Cheng of UBS, the top-ranked analyst for semiconductor coverage in ASIAMONEY's Brokers Poll, discusses how his willingness to be contrarian stems from immersing himself in information about the production and management of the companies he follows.
If there's any secret to understanding semiconductor companies, it is total immersion into this sometimes esoteric field. Just ask Jonah Cheng.
The UBS analyst has just been voted the top for semiconductor research for the first time in Asiamoney
's annual Brokers Poll. He believes that a good way to
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