Research Reports
Taiwan Strategy: Gradual rate hikes bode well for stock markets; AI-driven earnings growth provides core support for bull market
2026.09.24 09:00
|
Source: KGI Investment Products and Solutions Department
Taiwan Economy: September export orders to grow by 50% YoY amid sustained AI demand, though growth may moderate on base effect
2026.09.22 09:00
|
Source: KGI Investment Products and Solutions Department
Financial sector: August FHC earnings and net worth rebounded on investment gains; Taiwan’s central bank rate hikes to shore up bank NIM
2026.09.15 09:00
|
Source: KGI Investment Products and Solutions Department
Semiconductor sector: 2027 AI chip outlook
2026.09.15 09:00
|
Source: KGI Investment Products and Solutions Department
Accton Technology (2345 TT): Switches – Critical link between chips & racks in data centers
2026.09.11 09:00
|
Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Too early to place the AI boom in bubble territory
2026.09.08 09:00
|
Source: KGI Investment Products and Solutions Department
Memory sector: Ignore market noise & focus on supply-demand fundamentals
2026.09.07 09:00
|
Source: KGI Investment Products and Solutions Department
IT Hardware: Foldable iPhones to be the Apple launch highlight
2026.09.04 09:00
|
Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): A win-win deal
2026.09.01 09:00
|
Source: KGI Investment Products and Solutions Department
IT Hardware: Global smartphone demand to decline in 2026-27F; spotlight on foldable phones
2026.08.27 09:00
|
Source: KGI Investment Products and Solutions Department
Taiwan Economy: August export orders to grow by 63% YoY, with robust AI demand supporting strong order growth
2026.08.20 09:00
|
Source: KGI Investment Products and Solutions Department
Taiwan Strategy: From buildout to adoption – The AI boom continues to drive Taiex earnings upgrades
2026.08.17 09:00
|
Source: KGI Investment Products and Solutions Department
Quanta Computer (2382 TT): 2Q26 EPS beat; 2H26F margins stable on consignment support
2026.08.13 09:00
|
Source: KGI Investment Products and Solutions Department
Asia Vital Components (3017 TT): 2Q26 EPS beat; liquid cooling sales to boost 2H26-2027F EPS
2026.08.12 09:00
|
Source: KGI Investment Products and Solutions Department
Asustek Computer (2357 TT): Stellar margins; strong 2026-27F AI server sales guidance
2026.08.12 09:00
|
Source: KGI Investment Products and Solutions Department
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.