Research Reports

Wiwynn (6669 TT): Rising AI server sales to boost EPS
2024.08.26 10:00 | Source: KGI Investment Strategy
TSMC (2330 TT): How far can TSMC expand CoWoS capacity?
2024.08.23 10:00 | Source: KGI Investment Strategy
Taiwan Economy: July export orders: Export orders to trend up by 10.8% YoY in August
2024.08.22 10:00 | Source: KGI Investment Strategy
IT Hardware: Good margins to persist for AI component makers
2024.08.21 10:00 | Source: KGI Investment Strategy
Gigabyte (2376 TT): 2Q24 EPS beat consensus; more stable margin outlook
2024.08.20 10:00 | Source: KGI Investment Strategy
Hon Hai (2317 TT): 2Q24 margins beat; cloud & iPhone sales drivers in 2H24F
2024.08.16 10:00 | Source: KGI Investment Strategy
Strategy: 2H24F outlook lackluster despite decent 2Q24 earnings
2024.08.15 10:00 | Source: KGI Investment Strategy
Wistron (3231 TT): 2Q24 EPS beat; good recovery of margins in 2H24-2025F
2024.08.14 10:00 | Source: KGI Investment Strategy
Quanta Computer (2382 TT): 2Q24 margins & EPS beat; robust AI sales in 2H24-25F
2024.08.13 10:00
Asustek (2357 TT): 2Q24 EPS beat; guidance up for sales & margins in 2024F
2024.08.09 10:00 | Source: KGI Investment Strategy
Advantech (2395 TT): Geared up for solid growth in 2025
2024.08.08 10:00 | Source: KGI Investment Strategy
Taiwan Strategy: Correction not yet over, avoid bottom fishing
2024.08.06 10:00
Delta Electronics (2308 TT): Product mix-driven margin expansion to carry over
2024.08.05 10:00
MediaTek (2454 TT): 2Q24 beats forecast; muted sales growth in 2H24F
2024.08.02 10:00
Elite Material (2383 TT): Strong orders for 800Gb switch & server
2024.08.01 10:00
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Warrant and CBBC Commentary
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