Research Reports

Hon Hai Precision (2317 TT): Good entry opportunity on cloud & iPhone sales upcycle
2024.09.23 10:00 | Source: KGI Investment Strategy
Taiwan strategy: Potential for downturn passes; consolidation to offer opportunities for increasing stock exposure
2024.09.20 10:00 | Source: KGI Investment Strategy
Networking sector: Data center demand stronger than telecom; Chinese handset demand to affect power amplifier supply chain
2024.09.17 10:00 | Source: KGI Investment Strategy
Lotes (3533 TT): Sales growth to resume, with margin outlook positive
2024.09.16 10:00 | Source: KGI Investment Strategy
UMT (3491 TT): LEO satellite sales to continue growing in 2025F
2024.09.16 10:00 | Source: KGI Investment Strategy
Apple supply chain: Launches of iPhone 16, AirPods 4, & Apple Watch 10 took place as expected
2024.09.13 10:00 | Source: KGI Investment Strategy
PCB sector: Sales of AI server PCB outperformed in August
2024.09.12 10:00 | Source: KGI Investment Strategy
Silergy (6415 TT): 2024F earnings revised up; long-term catalysts intact
2024.09.06 10:00 | Source: KGI Investment Strategy
Strategy: Wait for the bottom
2024.09.05 10:00 | Source: KGI Investment Strategy
Asrock (3515 TT): Server demand to be key sales growth driver
2024.09.04 10:00 | Source: KGI Investment Strategy
Motherboard & graphics card: New graphics cards & PC replacement demand to boost earnings for hardware plays
2024.09.03 10:00 | Source: KGI Investment Strategy
Cathay FHC (2882 TT): 2Q24 net worth up QoQ; 2H24F positive
2024.09.02 10:00 | Source: KGI Investment Strategy
Bizlink (3665 TT): 2Q24 EPS beat; HPC to take off in 2025F
2024.08.30 10:00 | Source: KGI Investment Strategy
CTBC FHC (2891 TT): Acquisition of SKF proposed; M&A plans don’t end there
2024.08.29 10:00 | Source: KGI Investment Strategy
Shinfox Energy (6806 TT): Forging ahead in offshore wind business
2024.08.27 10:00 | Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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