Research Reports
Silergy (6415 TT): 2024F earnings revised up; long-term catalysts intact
2024.09.06 10:00
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Source: KGI Investment Strategy
Strategy: Wait for the bottom
2024.09.05 10:00
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Source: KGI Investment Strategy
Asrock (3515 TT): Server demand to be key sales growth driver
2024.09.04 10:00
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Source: KGI Investment Strategy
Motherboard & graphics card: New graphics cards & PC replacement demand to boost earnings for hardware plays
2024.09.03 10:00
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Source: KGI Investment Strategy
Cathay FHC (2882 TT): 2Q24 net worth up QoQ; 2H24F positive
2024.09.02 10:00
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Source: KGI Investment Strategy
Bizlink (3665 TT): 2Q24 EPS beat; HPC to take off in 2025F
2024.08.30 10:00
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Source: KGI Investment Strategy
CTBC FHC (2891 TT): Acquisition of SKF proposed; M&A plans don’t end there
2024.08.29 10:00
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Source: KGI Investment Strategy
Shinfox Energy (6806 TT): Forging ahead in offshore wind business
2024.08.27 10:00
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Source: KGI Investment Strategy
Wiwynn (6669 TT): Rising AI server sales to boost EPS
2024.08.26 10:00
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Source: KGI Investment Strategy
TSMC (2330 TT): How far can TSMC expand CoWoS capacity?
2024.08.23 10:00
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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
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Source: KGI Investment Strategy
IT Hardware: Good margins to persist for AI component makers
2024.08.21 10:00
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Source: KGI Investment Strategy
Gigabyte (2376 TT): 2Q24 EPS beat consensus; more stable margin outlook
2024.08.20 10:00
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Source: KGI Investment Strategy
Hon Hai (2317 TT): 2Q24 margins beat; cloud & iPhone sales drivers in 2H24F
2024.08.16 10:00
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Source: KGI Investment Strategy
Strategy: 2H24F outlook lackluster despite decent 2Q24 earnings
2024.08.15 10:00
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Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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