Research Reports

Taiwan economy: Export orders to fall by 3.0% YoY in January
2025.01.22 10:00 | Source: KGI Investment Strategy
TSMC (2330 TT): Strong long-term outlook; upside to 2025 guidance
2025.01.17 13:55
PCB sector: Strong 1Q25F outlook on AWS’ server & 800G switch demand
2025.01.15 10:00 | Source: KGI Investment Strategy
CES 2025: AI innovations took center stage
2025.01.14 10:00 | Source: KGI Investment Strategy
Financial sector: 2024 FHC earnings up 64% YoY, raising cash dividends
2025.01.13 10:00 | Source: KGI Investment Strategy
CES 2025 Gaming & PC: Gaming replacement cycle in 2025F
2025.01.08 10:00 | Source: KGI Investment Strategy
TSMC (2330 TT): Preview – Strong 4Q24F; no low season impact in 1Q25F
2025.01.07 13:55
Taiwan Strategy: Taiex to consolidate; focus on individual stocks
2025.01.07 10:00 | Source: KGI Investment Strategy
Networking sector: 2025 investment recommendation in optical communication sector – Focus on bandwidth upgrades & tech advancement
2025.01.06 10:00 | Source: KGI Investment Strategy
CES 2025: On the horizon: A focus on new AI applications
2025.01.03 10:00 | Source: KGI Investment Strategy
Networking sector: Data center bandwidth upgrade trend in 2025F
2025.01.02 10:00 | Source: KGI Investment Strategy
PCB sector: 800G high-speed transmission era approaching; big opportunities on PCB upgrades
2025.01.02 10:00 | Source: KGI Investment Strategy
Semiconductor sector: AI leaving other applications far behind
2024.12.27 10:00 | Source: KGI Investment Strategy
Taiwan economy: Export orders to grow 2.5% YoY in December
2024.12.23 10:00 | Source: KGI Investment Strategy
IT Hardware: Game console demand recovery in 2025F
2024.12.20 10:00 | 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.