Research Reports
IT Hardware: Foldable iPhones to be the Apple launch highlight
2026.09.04 09:00
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Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): A win-win deal
2026.09.01 09:00
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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
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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
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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
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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
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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
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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
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Source: KGI Investment Products and Solutions Department
Hon Hai Precision (2317 TT): 2Q26 operating margin beat; 2H26F outlook bright
2026.08.12 09:00
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Source: KGI Investment Products and Solutions Department
Hon Hai Precision (2317 TT): 2Q26 operating margin beat; 2H26F outlook bright
2026.08.10 09:00
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Source: KGI Investment Products and Solutions Department
Auras Technology (3324 TT): 2Q26 EPS missed; 3Q26F sales & EPS to rebound significantly
2026.08.07 09:00
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Source: KGI Investment Products and Solutions Department
Asia Vital Components (3017 TT): ASIC AI servers in the spotlight for 2H26-2027F
2026.08.05 09:00
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Source: KGI Investment Products and Solutions Department
Delta Electronics (2308 TT): 2Q26 margins missed, but to recover in 2H26F
2026.07.30 09:00
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Source: KGI Investment Products and Solutions Department
Elite Material (2383 TT): Seller's market strengthens; 2H26 price rises to continue
2026.07.29 09:00
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Source: KGI Investment Products and Solutions Department
Wiwynn (6669 TT): To benefit from Trainium AI server shipment ramp-up in 2H26F
2026.07.28 09:00
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Source: KGI Investment Products and Solutions Department
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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.