Research Reports

Semiconductor sector: AI leaving other applications far behind
2024.12.10 10:00 | Source: KGI Investment Strategy
US strategy: US stock rally to continue before Trump & his hawkish cabinet take office; investors should take profits upon policy announcement
2024.12.05 10:00 | Source: KGI Investment Strategy
2025 Taiwan strategy: Rally to continue, but with limited upside; more Taiex volatility ahead
2024.12.03 10:00 | Source: KGI Investment Strategy
IT Hardware: Commercial & gaming replacement cycle to drive PC demand growth in 2025F
2024.12.02 10:00 | Source: KGI Investment Strategy
IT Hardware: Trump tariffs on Mexico to impact server market
2024.11.27 10:00 | Source: KGI Investment Strategy
Taiwan Strategy: Trump to wage tariff war
2024.11.27 10:00 | Source: KGI Investment Strategy
WPG Holdings (3702 TT): Strong earnings growth in 2025F
2024.11.27 10:00 | Source: KGI Investment Strategy
Taiwan Strategy: 3Q24 results imply robust AI demand & continued weakness across non-AI sectors
2024.11.26 10:00 | Source: KGI Investment Strategy
Taiwan economy: Export orders to grow by 8.2% YoY in November
2024.11.25 10:00 | Source: KGI Investment Strategy
SMCI supply chain: Lower-than-expected FY2Q25F guidance
2024.11.07 10:00 | Source: KGI Investment Strategy
Taiwan Strategy: Trump victory clears near-term negatives for Taiex
2024.11.06 10:00 | Source: KGI Investment Strategy
IT Hardware: CSP solid capex to support AI server demand
2024.11.05 10:00 | Source: KGI Investment Strategy
Asia Vital Components (3017 TT): Order outlook solid; margins in uptrend
2024.11.04 10:00 | Source: KGI Investment Strategy
Thermal sector: Strong earnings growth on liquid cooling transition for AI server
2024.11.01 10:00 | Source: KGI Investment Strategy
Auras Technology (3324 TT): Liquid cooling to fuel strong sales growth after 2Q25F
2024.10.31 10:00 | Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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