Research Reports
Thermal sector: AI server demand fuels liquid cooling adoption
2025.10.27 10:00
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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
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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
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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
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Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): 3Q25 preview – AI outlook has turned more promising
2025.10.01 10:00
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Source: KGI Investment Products and Solutions Department
Power supply sector: 800V HVDC roadmap – More content upside
2025.09.26 10:00
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Source: KGI Investment Products and Solutions Department
Evergreen Marine (2603 TT): Muted freight rate outlook heading into slow season
2025.09.25 10:00
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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
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Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Bull market continues; temporary fluctuations inevitable
2025.09.17 10:00
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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
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Source: KGI Investment Products and Solutions Department
Auras Technology (3324 TT): GB300 sales boost 2H25-2026F earnings expectations
2025.09.08 10:00
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Source: KGI Investment Products and Solutions Department
PCB sector: AI server spec upgrades to drive upstream PCB material & equipment advancements
2025.08.27 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan Strategy: AI-led bull run holds, but valuation & policy risks loom
2025.08.25 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan Economy: Export orders are expected to grow by 13% YoY in August; pull-in demand for semiconductors & key exports persists despite tariff hikes
2025.08.20 10:00
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Source: KGI Investment Products and Solutions Department
IT Hardware: ODM guidance raises 2H25 GB200/300 shipment expectations
2025.08.18 10:00
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Source: KGI Investment Products and Solutions Department
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Warrant and CBBC Commentary
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