Research Reports
Memory sector: Industry recovery deferred; sector upcycle intact
2025.04.30 09:00
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Source: KGI Investment Strategy
Wistron (3231 TT): Strong server demand to fuel sales & EPS growth
2025.04.30 09:00
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Source: KGI Investment Strategy
TSMC (2330 TT): Strong guidance eases looming concerns, partially
2025.04.22 09:00
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Source: KGI Investment Strategy Department
台股投資策略: 掉下來的是刀子? 還是禮物? (Chinese Only)
2025.04.01 09:00
TSMC (2330 TT): 1Q25 preview – Upward revision cycle nearing an end
2025.04.01 09:00
IT Hardware: US tariffs to weigh on costs & demand
2025.03.26 09:00
Taiwan Strategy: Buckle up for tariff impacts
2025.03.26 09:00
台股投資策略: 本次拋售是否為逢低買進良機? (Chinese Only)
2025.03.17 09:00
Financial sector: Banking-centric FHC earnings outperform in February
2025.03.14 10:00
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Source: KGI Investment Strategy
TSMC (2330 TT): TSMC boosts US investment
2025.03.05 10:00
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Source: KGI Investment Strategy
Taiwan strategy: Sell or buy amid likely tariff war?
2025.03.04 10:00
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Source: KGI Investment Strategy
Delta Electronics (2308 TT): 4Q24F EPS likely to miss, but AI strength intact
2025.02.20 10:00
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Source: KGI Investment Strategy
Semiconductor sector: More applications to adopt advanced packaging in 2026F
2025.02.19 10:00
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Source: KGI Investment Strategy
半導體產業: 美國拯救英特爾大兵,台積電和英特爾情境分析 (Chinese only)
2025.02.18 10:00
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Source: KGI Investment Strategy
IT Hardware - AI ODM: AI server demand to boost 2025F sales growth to a peak
2025.02.13 10:00
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Source: KGI Investment Strategy
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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.