Semiconductor:

¨ Jul chip sales up mom.

¨ Neutral call on the sector.

¨ Unisem: Maintain forecasts, fair value of RM2.31. Market Perform.

¨ MPI: Maintain forecasts and fair value of RM6.35. Market Perform.

¨ JCY: Maintain forecasts, fair value of RM1.32. Market Perform.

¨ Notion Vtec: Maintain forecasts, fair value of RM1.54. Underperform.