Research Reports

Taiwan Economy: June export orders to grow by 57% YoY; diffusion index signals upside for small & mid cap stocks; order growth to ease after mid 3Q26F on base effects
2026.06.23 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan 2H26 strategy: Long-term bull run intact; three grey rhinos warrant caution in 3Q26F
2026.06.22 09:00 | Source: KGI Investment Products and Solutions Department
Elite Material Corp. (2383 TT): Expanding capacity aggressively despite speculation about emerging PTFE adoption
2026.06.15 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: AI arms race shows no signs of peaking – Demand surge & capital reinvestment support Taiex rally
2026.06.02 09:00 | Source: KGI Investment Products and Solutions Department
Hon Hai Precision (2317 TT): Diversifying AI model & client base
2026.05.26 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Economy: May export orders to grow 40.1% YoY; AI demand & pull-in continue to support strong order growth
2026.05.20 09:00 | Source: KGI Investment Products and Solutions Department
Quanta Computer (2382 TT): 1Q26 EPS beat but margins missed; sales model under negotiation
2026.05.14 09:00 | Source: KGI Investment Products and Solutions Department
Asustek Computer (2357 TT): Brighter AI server outlook in 2026F
2026.05.12 09:00 | Source: KGI Investment Products and Solutions Department
Wistron (3231 TT): AI & general server sales to drive sales growth in 2026F
2026.05.08 09:00 | Source: KGI Investment Products and Solutions Department
Taiwan Strategy: 40,000 points is not the peak of this bull market, but the beginning of the next upcycle
2026.05.05 10:00 | Source: KGI Investment Products and Solutions Department
Delta Electronics (2308 TT): Defying expectations with record-high 1Q26 margins
2026.04.30 10:00 | Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): Full-scale business transformation from smartphone IC to AI ASIC design
2026.04.30 10:00 | Source: KGI Investment Products and Solutions Department
Taiwan Economy: April export orders to grow 35.4% YoY; however, we expect orders to retreat from recent peaks as early pull in demand fades
2026.04.21 10:00 | Source: KGI Investment Products and Solutions Department
MediaTek (2454 TT): AI ASIC sales to surpass mobile sales in 3 years
2026.04.21 10:00 | Source: KGI Investment Products and Solutions Department
Delta Electronics (2308 TT): HVDC contribution warming up
2026.04.20 10:00 | 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.