Research Reports
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
Taiwan Strategy: 2Q25 results reaffirmed the "AI-only" narrative
2025.08.18 10:00
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Source: KGI Investment Products and Solutions Department
Quanta Computer (2382 TT): 2Q25 EPS a beat; significant AI server ramp after 4Q25F
2025.08.12 10:00
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Source: KGI Investment Products and Solutions Department
Taiwan strategy: AI supports bullish trend, but profit-taking is advised after strong rally
2025.08.08 10:00
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Source: KGI Investment Products and Solutions Department
Auras Technology (3324 TT): 2Q25 EPS missed; slower 2025 sales growth on NT dollar appreciation & delayed GB300 ramp-ups
2025.08.08 09:00
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Source: KGI Investment Products and Solutions Department
Semiconductor sector: Tariff uncertainty finally alleviated
2025.08.07 10:00
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Source: KGI Investment Products and Solutions Department
IT Hardware: US CSPs, power & liquid cooling firms revise up capex and AI demand outlooks for 2025-26F
2025.08.04 09:00
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Source: KGI Investment Products and Solutions Department
Taiwan strategy: Taiex to be driven by fundamentals after US tariff is unveiled
2025.07.31 09:00
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Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): Concerns regarding AI ASIC delays may be overblown
2025.07.30 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.