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
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.