Research Reports
Alchip Technologies (3661 TT): Our view unaffected by market concerns
2024.10.08 10:00
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Source: KGI Investment Strategy
Johnson Health Tech (1736 TT): Eye on 3Q-4Q24F peak season
2024.10.02 10:00
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Source: KGI Investment Strategy
TSMC (2330 TT): Strong 2H24 outlook; new growth drivers in 1Q25F
2024.10.02 10:00
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Source: KGI Investment Strategy
Elite Advanced Laser (3450 TT): Solid AOC & laser diode COS demand
2024.09.30 10:00
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Source: KGI Investment Strategy
Taiwan Economy: August export orders: Export orders to edge up by 0.5% YoY in September
2024.09.25 10:00
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Source: KGI Investment Strategy
Sinbon Electronics (3023 TT):Beneficiary of anticipated interest rate cut cycle
2024.09.25 10:00
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Source: KGI Investment Strategy
Taiwan strategy: China-themed stocks up on market rescue measures
2024.09.25 10:00
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Source: KGI Investment Strategy
Posiflex (8114 TT): Semiconductor business driving strong sales in 2H24
2024.09.24 10:00
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Source: KGI Investment Strategy
Hon Hai Precision (2317 TT): Good entry opportunity on cloud & iPhone sales upcycle
2024.09.23 10:00
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Source: KGI Investment Strategy
Taiwan strategy: Potential for downturn passes; consolidation to offer opportunities for increasing stock exposure
2024.09.20 10:00
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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
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Source: KGI Investment Strategy
Lotes (3533 TT): Sales growth to resume, with margin outlook positive
2024.09.16 10:00
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Source: KGI Investment Strategy
UMT (3491 TT): LEO satellite sales to continue growing in 2025F
2024.09.16 10:00
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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
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Source: KGI Investment Strategy
PCB sector: Sales of AI server PCB outperformed in August
2024.09.12 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.