Research Reports
Taiwan Strategy: No rush to buy the dip as Taiex correction has just started
2024.07.19 10:00
TSMC (2330 TT): Margin guidance an upside surprise
2024.07.19 10:00
Wiwynn (6669 TT): Rights issued to meet strong 2H24-2025F orders
2024.07.17 10:00
TSMC (2330 TT): Earnings upgrade cycle to drive up valuation
2024.07.16 10:00
Largan (3008 TT): 2Q24 earnings beat; capacity tightens early
2024.07.15 10:00
Gemtek (4906 TT): Direct sales bearing fruit
2024.07.12 10:00
IT Hardware: NB demand beat expectations in 2Q24; smartphones & AI servers to be focus in 3Q24F
2024.07.11 10:00
Elite Material (2383 TT): Leading the 800Gb switch CCL market; capacity rising
2024.07.10 10:00
Quanta Computer (2382 TT): 2Q24 sales beat; AI to drive robust 2H24-25F sales
2024.07.09 10:00
Hon Hai (2317 TT): 2Q24 sales beat; 2025F cloud & iPhone sales the drivers
2024.07.08 10:00
Apple supply chain: Apple Intelligence to enhance iPhone upgrade wave
2024.07.05 10:00
Taiwan Strategy: Impact on Taiex & sectors of US presidential election
2024.07.03 10:00
ITEQ (6213 TT): Demand for general server to recover; AI server market share on the rise
2024.06.28 10:00
PC sector: PC demand to rebound in 2024F; AI PCs to drive long-term growth
2024.06.28 10:00
PCB sector: Rebounding demand from server & PC applications
2024.06.28 10:00
Latest Market News/Report
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Warrant and CBBC Commentary
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