Research Reports

Memory sector: Surge in general server procurement fueling a memory supercycle
2025.11.17 10:00 | Source: KGI Investment Products and Solutions Department
Quanta Computer (2382 TT): 3Q25 EPS a beat; triple-digit AI server sales growth in 2026F
2025.11.12 10:00 | Source: KGI Investment Products and Solutions Department
Hon Hai Precision (2317 TT): Strong 3Q25F earnings expected; bright outlook intact
2025.11.06 10:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: AI capex expansions to fuel earnings upgrades; pullbacks to offer attractive entry points
2025.11.04 10:00 | Source: KGI Investment Products and Solutions Department
IT Hardware: Positive AI demand outlook from US CSPs, power & liquid cooling firms for 2026F
2025.10.31 10:00 | Source: KGI Investment Products and Solutions Department
Thermal sector: AI server demand fuels liquid cooling adoption
2025.10.27 10:00 | Source: KGI Investment Products and Solutions Department
Taiwan economy: Export orders to grow by 25% YoY in October; 4Q25F orders to beat on the back of AI demand
2025.10.21 10:00 | Source: KGI Investment Products and Solutions Department
Hon Hai (2317 TT): Earnings upside from Stargate modular data center build-up
2025.10.07 10:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Earnings upgrades & accelerated growth fuel bullish momentum; volatility offers entry points
2025.10.07 10:00 | Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): 3Q25 preview – AI outlook has turned more promising
2025.10.01 10:00 | Source: KGI Investment Products and Solutions Department
Power supply sector: 800V HVDC roadmap – More content upside
2025.09.26 10:00 | Source: KGI Investment Products and Solutions Department
Evergreen Marine (2603 TT): Muted freight rate outlook heading into slow season
2025.09.25 10:00 | Source: KGI Investment Products and Solutions Department
Taiwan Economy: Export orders to grow 14% YoY in September; key electronics orders solid ahead of 4Q25; we are most positive on ICT-related stocks
2025.09.23 10:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Bull market continues; temporary fluctuations inevitable
2025.09.17 10:00 | Source: KGI Investment Products and Solutions Department
Financial sector: Insurance- & brokerage-centric FHC earnings boosted by investment gains in August
2025.09.10 10:00 | Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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