Research Reports
IT Hardware: Smartphone replacement cycle kicks off with Gen-AI functionality
2024.04.29 10:00
Thermal sector: Vertiv positive on liquid cooling transition for AI servers
2024.04.26 10:00
Taiwan Strategy: Awaiting new post-rally entry point
2024.04.24 10:00
Taiwan Economy: March export orders: Export orders to climb by 10% YoY in April
2024.04.23 10:00
Taiwan Strategy: Blistering rally to soon take pause
2024.03.28 10:00
Thermal sector: Liquid cooling to boost thermal solution content value
2024.03.27 10:00
Hu Lane (6279 TT): Solid China auto demand, but margin pressure looming
2024.03.26 10:00
Financial sector: Taiwan’s central bank surprises with 12.5bps rate hike
2024.03.25 10:00
Taiwan economy: February export orders: Export orders to decline by 10% YoY in March; YoY growth to rebound in 2Q24F
2024.03.22 10:00
Quanta Computer_2382 TT_21032024
2024.03.21 10:00
Chicony (2385 TT): Sales & margins to grow in 2024-25F
2024.03.19 10:00
Hon Hai (2317 TT): Solid cloud & AI sales growth to fuel margins in 2024F
2024.03.18 10:00
Wistron (3231 TT): Strong AI server business in 2024F to fuel EPS growth
2024.03.15 10:00
Gold Circuit (2368 TT): Adding new capacity to address AI server demand
2024.03.14 10:00
Taiwan strategy: Strong bull market losing steam
2024.03.13 10:00
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