Research Reports

Taiwan Strategy: Tariff-triggered pullback may create good entry point
2025.02.12 10:00 | Source: KGI Investment Strategy
IT Hardware: AI expanding from training to inference & edge
2025.02.11 10:00 | Source: KGI Investment Strategy
MediaTek (2454 TT): 4Q24 financial results preview: strong performance, despite gloomy smartphone sector
2025.02.06 10:00 | Source: KGI Investment Strategy
Thermal sector: GB200 mass production to boost 1Q25F sales growth QoQ
2025.02.05 10:00 | Source: KGI Investment Strategy
半導體產業: DeepSeek和晶片關稅,AI半導體何去何從?(Chinese only)
2025.02.04 10:00 | Source: KGI Investment Strategy
Taiwan economy: Export orders to fall by 3.0% YoY in January
2025.01.22 10:00 | Source: KGI Investment Strategy
TSMC (2330 TT): Strong long-term outlook; upside to 2025 guidance
2025.01.17 13:55
PCB sector: Strong 1Q25F outlook on AWS’ server & 800G switch demand
2025.01.15 10:00 | Source: KGI Investment Strategy
CES 2025: AI innovations took center stage
2025.01.14 10:00 | Source: KGI Investment Strategy
Financial sector: 2024 FHC earnings up 64% YoY, raising cash dividends
2025.01.13 10:00 | Source: KGI Investment Strategy
CES 2025 Gaming & PC: Gaming replacement cycle in 2025F
2025.01.08 10:00 | Source: KGI Investment Strategy
TSMC (2330 TT): Preview – Strong 4Q24F; no low season impact in 1Q25F
2025.01.07 13:55
Taiwan Strategy: Taiex to consolidate; focus on individual stocks
2025.01.07 10:00 | Source: KGI Investment Strategy
Networking sector: 2025 investment recommendation in optical communication sector – Focus on bandwidth upgrades & tech advancement
2025.01.06 10:00 | Source: KGI Investment Strategy
CES 2025: On the horizon: A focus on new AI applications
2025.01.03 10:00 | Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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