Research Reports
Hon Hai (2317 TT): 2Q24 sales beat; 2025F cloud & iPhone sales the drivers
2024.07.08 10:00
Apple supply chain: Apple Intelligence to enhance iPhone upgrade wave
2024.07.05 10:00
Taiwan Strategy: Impact on Taiex & sectors of US presidential election
2024.07.03 10:00
ITEQ (6213 TT): Demand for general server to recover; AI server market share on the rise
2024.06.28 10:00
PC sector: PC demand to rebound in 2024F; AI PCs to drive long-term growth
2024.06.28 10:00
PCB sector: Rebounding demand from server & PC applications
2024.06.28 10:00
Cloud AI: Booming cloud AI trend in 2024-25F
2024.06.27 10:00
Networking sector: Promising future for AI; telecoms to trough
2024.06.27 10:00
Market strategy 2H24 : Taiex volatility in 2H24F, with rebound at year-end
2024.06.26 10:00
Delta Electronics (2308 TT): Margin upside overlooked amid strong AI demand
2024.06.25 10:00
Automotive sector: Resilient global auto market; EV & ADAS trends intact
2024.06.24 10:00
Taiwan Economy: May export orders: Outlook – Export orders to climb 12.5% YoY in June; diffusion indices point to more positives for computer peripherals, communications networks, plastics & rubber
2024.06.21 10:00
PCB sector: Taiwan PCB market share & valuations to rise on China+1
2024.06.20 10:00
Semiconductor sector: Demand recovering healthily; bright sector outlook
2024.06.19 10:00
Lotes (3533 TT): Riding on a wave of new CPU platforms & upgrades
2024.06.18 10:00
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