CSC Electronics named its October core 'Three Hua' portfolio: Hua Hong Semiconductor, Huafeng Test & Control, and Naura Technology, citing a Q4 bottoming window for tech and a multi-year self-sufficiency drive.
CSC Electronics is bullish on China's semiconductor self-sufficiency theme and recommends buying Hua Hong, Huafeng Test & Control, and Naura on Q4 weakness.
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