Research Reports
Taiwan Economy: August export orders: Export orders to edge up by 0.5% YoY in September
2024.09.25 10:00
|
Source: KGI Investment Strategy
Sinbon Electronics (3023 TT):Beneficiary of anticipated interest rate cut cycle
2024.09.25 10:00
|
Source: KGI Investment Strategy
Taiwan strategy: China-themed stocks up on market rescue measures
2024.09.25 10:00
|
Source: KGI Investment Strategy
Posiflex (8114 TT): Semiconductor business driving strong sales in 2H24
2024.09.24 10:00
|
Source: KGI Investment Strategy
Hon Hai Precision (2317 TT): Good entry opportunity on cloud & iPhone sales upcycle
2024.09.23 10:00
|
Source: KGI Investment Strategy
Taiwan strategy: Potential for downturn passes; consolidation to offer opportunities for increasing stock exposure
2024.09.20 10:00
|
Source: KGI Investment Strategy
Networking sector: Data center demand stronger than telecom; Chinese handset demand to affect power amplifier supply chain
2024.09.17 10:00
|
Source: KGI Investment Strategy
Lotes (3533 TT): Sales growth to resume, with margin outlook positive
2024.09.16 10:00
|
Source: KGI Investment Strategy
UMT (3491 TT): LEO satellite sales to continue growing in 2025F
2024.09.16 10:00
|
Source: KGI Investment Strategy
Apple supply chain: Launches of iPhone 16, AirPods 4, & Apple Watch 10 took place as expected
2024.09.13 10:00
|
Source: KGI Investment Strategy
PCB sector: Sales of AI server PCB outperformed in August
2024.09.12 10:00
|
Source: KGI Investment Strategy
Silergy (6415 TT): 2024F earnings revised up; long-term catalysts intact
2024.09.06 10:00
|
Source: KGI Investment Strategy
Strategy: Wait for the bottom
2024.09.05 10:00
|
Source: KGI Investment Strategy
Asrock (3515 TT): Server demand to be key sales growth driver
2024.09.04 10:00
|
Source: KGI Investment Strategy
Motherboard & graphics card: New graphics cards & PC replacement demand to boost earnings for hardware plays
2024.09.03 10:00
|
Source: KGI Investment Strategy
Latest Market News/Report
NEXT
Warrant and CBBC Commentary
Get the latest commentary and insights on Warrant and CBBC, also read detailed market analysis and news provided by KGI Asia.