An exclusive CNBC survey of 18 analysts covering technology stocks in the Asia Pacific region has identified two key investment opportunities for 2014: Chinese internet plays and Apple supply-chain stocks.
The survey requested that analysts provide forecasts on their top picks for 2014, including price targets, positives and possible headwinds.
Chips on the table
Despite concerns of weakening demand at the top-end of the smartphone sector, certain supply chain stocks are expected to bask in the glow of the "Apple effect" in 2014. Survey results show Catcher Technology is the most popular supply chain stock, with both Hon Hai and TSMC also favored.
Shares in Catcher Technology, which trades on the Taiwan Stock Exchange, have risen about 14 percent this year after a strong 2013 performance. Citi analyst Wei Chen expects the company to be "the key beneficiary from Apple's latest supply chain strategy for the next 2-3 years on higher order allocation for the iPhone and iPad casing business," giving it a price target of NT$279 ($9.15) per stock, the highest of those surveyed.
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Kirk Yang of Barclays also likes the stock, forecasting "Market share gains for Apple (iPhone) in 2014, plus the upside from higher margins, thanks for its strong technology and healthy industry demand in metal casings." Barclays had the most conservative price target of those surveyed at NT$235.