Research Reports
Financial sector: Life insurance net losses deepened in May on NT dollar appreciation of nearly 7%
2025.06.11 09:00
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Source: KGI Investment Products and Solutions Department
TSMC (2330 TT): Promising outlook for N2
2025.06.10 09:00
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Source: KGI Investment Products and Solutions Department
Container shipping sector: Sino-US tariff easing already priced in
2025.06.06 09:00
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Source: KGI Investment Products and Solutions Department
Taiwan Strategy: Recent earnings downgrades could be the beginning of a downcycle
2025.05.30 09:00
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Source: KGI Investment Products and Solutions Department
Taiwan Economy: Export orders to grow 18.8% YoY in May, driven by pull-in demand, particularly from China
2025.05.21 09:00
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Source: KGI Investment Products and Solutions Department
Hon Hai Precision (2317 TT): 1Q25 EPS beat; toned-down 2025F sales growth guidance
2025.05.16 09:00
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Source: KGI Investment Strategy
Quanta Computer (2382 TT): 1Q25 EPS beat; AI server sales expansion on GB200 ramp
2025.05.16 09:00
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Source: KGI Investment Strategy
Taiwan strategy: More challenges ahead despite US-China trade truce
2025.05.15 09:00
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Source: KGI Investment Strategy
Asustek (2357 TT): Bright 2Q25F sales outlook; limited impact from forex
2025.05.14 09:00
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Source: KGI Investment Strategy
Eva Airways (2618 TT): 1Q25 earnings missed
2025.05.14 09:00
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Source: KGI Investment Strategy
Financial sector: April life insurer losses on forex loss & lower capital gains
2025.05.13 09:00
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Source: KGI Investment Strategy
Auras Technology (3324 TT): Solid sales & gross margin on liquid-cooling sales growth
2025.05.08 09:00
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Source: KGI Investment Strategy
IT Hardware: US CSP positive capex outlook on rising AI demand
2025.05.07 09:00
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Source: KGI Investment Strategy
Delta Electronics (2308 TT): 1Q25 EPS beat; AI strength continues amid US tariffs
2025.05.02 09:00
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Source: KGI Investment Strategy
Memory sector: Industry recovery deferred; sector upcycle intact
2025.04.30 09:00
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Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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