Research Reports
Taiwan economy: Export orders to grow 2.5% YoY in December
2024.12.23 10:00
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Source: KGI Investment Strategy
IT Hardware: Game console demand recovery in 2025F
2024.12.20 10:00
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Source: KGI Investment Strategy
Semiconductor sector: 2025F TSMC CoWoS updates & the rise of AI ASIC
2024.12.20 10:00
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Source: KGI Investment Strategy
Networking sector: What would happen if TP-Link sales are banned in US?
2024.12.19 10:00
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Source: KGI Investment Strategy
Semiconductor sector: Greater mature node pricing pressure in 2025F
2024.12.18 10:00
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Source: KGI Investment Strategy
MediaTek (2454 TT): Apple’s new orders are a positive, but yet to be finalized
2024.12.17 10:00
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Source: KGI Investment Strategy
Financial sector: November securities earnings up; life insurance & bank earnings impacted by seasonal effects
2024.12.13 10:00
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Source: KGI Investment Strategy
Taiwan strategy: A return to a bull run in sight
2024.12.12 10:00
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Source: KGI Investment Strategy
TSMC (2330.TW/2330 TT): Leading technological position intact
2024.12.11 10:00
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Source: KGI Investment Strategy
Semiconductor sector: AI leaving other applications far behind
2024.12.10 10:00
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Source: KGI Investment Strategy
US strategy: US stock rally to continue before Trump & his hawkish cabinet take office; investors should take profits upon policy announcement
2024.12.05 10:00
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Source: KGI Investment Strategy
2025 Taiwan strategy: Rally to continue, but with limited upside; more Taiex volatility ahead
2024.12.03 10:00
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Source: KGI Investment Strategy
IT Hardware: Commercial & gaming replacement cycle to drive PC demand growth in 2025F
2024.12.02 10:00
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Source: KGI Investment Strategy
IT Hardware: Trump tariffs on Mexico to impact server market
2024.11.27 10:00
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Source: KGI Investment Strategy
Taiwan Strategy: Trump to wage tariff war
2024.11.27 10:00
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Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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