9 1 ( ) 37-37 10 26 28 C Publisher's Note SKFH News Letter 1

388 01 02 04 07 09 11 12 16 19 22

24 26 28 29 30 34 35 36 36 37 38 CONTENTS skbm1417@skl.com.tw 100 66 38 02-2389-5858#2122 02-2389-2868

COVER STORY ( ) 37 ( ) 4.0 ( ) 6 30 ( ) 9 1 ( ) 37-4 388

COVER STORY 7 9 37 10 37 7 9 ( ) https://active.skl.com. tw/runup/ APP 50 APPLE PAY 1,000 ( 50 50 ) 100 0800-724-365 31 3 19 (Apenheul Primate Park) 1000 100 35 70 3 5,000 7 ( ) ( ) ( ) SKFH News Letter 5

COVER STORY 37 4.0 4.0 63 48 1.6 c.c. 3 2 20 36 SGS ISO 20121 2012 ISO 20121 6 388

COVER STORY ISO 20121 6 19 ( ) 36 36 SGS ISO 20121 6 19 ISO 20121 SKFH News Letter 7

COVER STORY ISO 20121 ISO 20121 2012 6 FSC 1994 2 12 CPR 8 388

ACTIVITY 2018 7 9 7 12 2018 Slash SKFH News Letter 9

ACTIVITY / 2002 2,800 2005 30 10 388

ACTIVITY 2018 M SKFH News Letter 11

ACTIVITY 2018 14 14 ( ) ( ) 14 6 29 ( ) 400 12 388

ACTIVITY / / / 1996 2016 HER 14 HER 2017 BSI 11 BSI RMS(Royal Mystery shopper) ISO 10002:2014 BSI BSI 24 SKFH News Letter 13

ACTIVITY 2 1 14 2017 10 2018 3 10 20 14 14 388

ACTIVITY 5 499 499 10 SKFH News Letter 15

ACTIVITY (AI) (Thomas L. Friedman) (selfmotivation) Moore s Law Market Mother Nature AI 95% (Robert Pagliarini) 8 8 8 8 8 -The Other 8 Hours: Maximize Your Free Time to Create New Wealth & Purpose AI IA(intelligence assistance ) (intelligence assistants ) (intelligence algorithm ) 16 388

ACTIVITY APP 800 50 10 5 (Michael J. Marquardt) 80% 3 SKFH News Letter 17

ACTIVITY 5 Edward debono Thinking Course (Michael J. Gelb) (How to Think Like Leonardo da Vinci: Seven Steps to Genius Every Day) 868 18 388

ACTIVITY 6/14 3 Up Cash 1 5 5 6 2.74% 5 SKFH News Letter 19

ACTIVITY 59 6 1 TOP 1 5 i-can 2017 85.3% : 2017 Lamigo i-can 1 24 i- i-going i-can : 24 https://goo.gl/vutpau i-can https://goo.gl/7uzzsf 20 388

ACTIVITY SKFH News Letter 21

ACTIVITY 2017 Lamigo Lamigo 28 6 2018 Lamigo 29 11 Lamigo 3 4 Lamigo Lamigo Lamigo 5,000 Lamigo 25 5 18 22 388

ACTIVITY Sway Lamigo Lamigo Lamigirls 10 10 Lamigirls Lamigo Howard Lamgirls A B Lamigirls Lamigirls Lamigo 10 Lamigirls 7 10 Lamigo Lamigo Lamigo SKFH News Letter 23

ACTIVITY 15 LINE - LINE 24 388

ACTIVITY 107.5.18 107.4.12 3 30 76 ( ) ( ) SKFH News Letter 25

FINANCIAL HOLDIN DRGs 84 140~180 2,000 28 6 40 1,700 4 25 26 388

FINANCIAL HOLDIN MAKO 3D ROSA 24 50~180 40 2,000 2,160 55 100 20 SKFH News Letter 27

FINANCIAL HOLDIN 2.0 B ( 180 ) 35 B 20 4 24,800 50 90 40 4 180 (15 ) 760 (40 4 180 = 760 ) 3 NG NG 28 388

FINANCIAL HOLDIN FINANCIAL HOLDIN 3.88! 1. 2. 3. 3.88% 2.60% 6 1.10% 6 0.74%~0.83% 1.10% 6 1.5 6 6 2.60% 3.88% https://www.skbank.com.tw 02-2171-1055 SKFH News Letter 29

FINANCIAL HOLDIN 4 ( ) G20 APEC OPEC 7 9 10 11 9 1 6 4 5G ( ) ( ) ( )2 iphone 30 388

FINANCIAL HOLDIN 2018 ETF 4 3 3 ( %) 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017-50 71.78 15.93-18.87 17.32-3.14-2.82-15.41 10.51 36.42-49.69 64.65 19.51-20.29 10.99 2.92-7.73-16.83 23.52 29.55-41.25 28.34 8.47-12.57 18.60 22.12-5.71-0.21 2.51 26.44 9.71 23.61 12.55-0.26 15.79 13.36-14.71 33.28 11.73 8.29 20.96-9.78 9.18 2 8.98 9.45 29.32 9.44 7.83 17.58-7.25 6.55 0.95 9.15 7.88-0.33 12.1 9.15 8.89 11.68-2.49 8.57-1.08 5.97 7.16-23.88 40.69 12.07 5.89 13.83 5.9 2-5.55 13.92 6.09 REITs -36.98 29.74 28.47 8.62 17.67 2.42 30.29 2.37 8.53 4.95 6.6 3.97 6.4 8.5 4.55-2.56 5.81 0.05 2.77 3.84 Lipper, Vanguard FTSE Developed Markets ETF ishares MSCI Emerging Market ETF ishares Government/Credit Bond ETF ishares iboxx$ Inv Grade Corporate Bond ETF PowerShares Emerging Market Sovereign Debt ETF ishares iboxx $ High Yield Corporate Bond ETF REITs Vanguard REITs Index ETF ishares Global Material ETF SKFH News Letter 31

FINANCIAL HOLDIN 2020 5 40 Nomura 65 65 45~64 1 / Bloomberg 2021 34% 5.67% 2018 Evaluate Pharma 5 (CAGR) 6.5% 2017 IMS Health ( FDA) 17 Checkpoint( ) CAR-T( Evaluate Pharma 2018/1 FDA 2018/5/31 ( ) 32 388

FINANCIAL HOLDIN T ) ( FDA) FDA FDA 2017 46 2015 45 2018 5 FDA 15 9 SKFH News Letter 33

HOT NEWS 300 200 100 10 6 170 12 34 388

HOT NEWS 2007 2018 26 28 2018 1 1 (+1) (-1) (-1) 1 (-1) (-1) (-1) (+1) (+1) E 7 31 3 1,000 7-11 e 3% e 5+2 SKFH News Letter 35

HOT NEWS 6 15 IoT 2017 71.15 10.1 2.46 2 IoT AIoT (UnaBiz) Sigfox AIoT 10 AIoT 6 29 9 36 388

HOT NEWS 35-45 15 12 8 10 15 7 21 7 22 8 18 (https:// active.skl.com.tw/dance) GDE Tony Go Go Popping Hoan Shige SKFH News Letter 37

PROFESSIONAL PROFESSIONAL 7 SOP 22K ETF ETF 50ETF 50ETF ETF 50 ETF Exchange Traded Funds 38 388

PROFESSIONAL ETF ETF VT 3 5 50ETF 2003 7% 7% 10 7 10 2.2% 2006 2013 F TDR 24,149 1448 24,845 7.8% F TDR 37.5% 26.7% ETF 7% 15% APP 18 30 10 30 SKFH News Letter 39

PROFESSIONAL 3 20% 4% 72 2008 5 180 425 15% Facebook www.facebook.com/emily0806/ 1 www.cmoney.tw/notes/?aid=37 2 blog.yam.com/emily710806 40 388

專家論壇 PROFESSIONAL SKFH News Letter 41

PROFESSIONAL 42 388