Research Reports
Wistron (3231 TT): 2Q24 EPS beat; good recovery of margins in 2H24-2025F
2024.08.14 10:00
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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
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Source: KGI Investment Strategy
Advantech (2395 TT): Geared up for solid growth in 2025
2024.08.08 10:00
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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
Auras Technology (3324 TT): Liquid cooling server sales to boost margins & EPS
2024.07.31 10:00
Zhen Ding (4958 TT): Strong sales driven by new iPhone model pull-in demand
2024.07.30 10:00
Strategy: Taiex winners & losers in a second Trump administration
2024.07.29 10:00
IT Hardware: 2Q24 PC shipments beat; PC demand to rise in 2024-25F
2024.07.26 10:00
Networking sector: Blocking & dumping
2024.07.24 10:00
Taiwan economy: June export orders: Export orders to retreat by 3% YoY in July; be aware of demand falling below seasonal norms
2024.07.23 10:00
Inventec (2356 TT): Brighter 2024-25F AI server sales prospects
2024.07.22 10:00
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Warrant and CBBC Commentary
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