Research Reports
My Humble House (2739 TT): Further room rate upside amid travel boom
2024.05.10 10:00
Alltop (3526 TT): 1Q24 EPS a beat on strong margins; EV & server drive EPS growth
2024.05.09 10:00
Chicony (2385 TT): Margins to widen in 2024-25F
2024.05.08 10:00
Hon Hai (2317 TT): Cloud & AI server sales to fuel 2024-25F EPS growth
2024.05.07 10:00
Delta Electronics (2308 TT): Secular trends well on track
2024.05.06 10:00
IT Hardware: CSPs raising capex & accelerating adoption of liquid cooling on AI server trend
2024.05.03 10:00
Auras Technology (3324 TT): 1Q24 EPS beat; AI server & liquid cooling sales to grow
2024.05.02 10:00
IT Hardware: Smartphone replacement cycle kicks off with Gen-AI functionality
2024.04.29 10:00
Thermal sector: Vertiv positive on liquid cooling transition for AI servers
2024.04.26 10:00
Taiwan Strategy: Awaiting new post-rally entry point
2024.04.24 10:00
Taiwan Economy: March export orders: Export orders to climb by 10% YoY in April
2024.04.23 10:00
Taiwan Strategy: Blistering rally to soon take pause
2024.03.28 10:00
Thermal sector: Liquid cooling to boost thermal solution content value
2024.03.27 10:00
Hu Lane (6279 TT): Solid China auto demand, but margin pressure looming
2024.03.26 10:00
Financial sector: Taiwan’s central bank surprises with 12.5bps rate hike
2024.03.25 10:00
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