Research Reports
IT Hardware : PC demand rebound in 2024F; AI PCs to drive long-term growth
2024.06.03 10:00
Mega FHC (2886 TT): 1Q24 earnings grew; P&C loss depends on court verdict
2024.05.30 10:00
IT Hardware: GB200 rack the spotlight for AI server in 2H24-2025F
2024.05.27 10:00
Catcher Technology (2474 TT): Notebook demand recovery to boost sales in 2025F
2024.05.23 10:00
Gigabyte (2376 TT): Margins outlook reset on AI server boom
2024.05.22 10:00
Taiwan Economy: April export orders: Outlook – Export orders to climb by 6% YoY in May; diffusion indices suggest more electronics positives
2024.05.21 10:00
Biotech sector: Lai’s first-day policies to support biotech sector
2024.05.20 10:00
Quanta Computer (2382 TT): 1Q24 EPS beat; AI up to 50% of 2024F server sales
2024.05.17 10:00
Taiwan Strategy: Taiex at record high, but investors shouldn’t chase market
2024.05.17 10:00
Asustek (2357 TT): 1Q24 EPS beat; better guidance for margins in 2024F
2024.05.16 10:00
Hon Hai (2317 TT): 1Q24 EPS a miss, but positive outlook intact
2024.05.16 10:00
Financial sector: Life insurance-focused FHC earnings beat peers in April on forex & investment income
2024.05.14 10:00
Gold Circuit (2368 TT): Positive on demand for high-end server & switch
2024.05.13 10:00
My Humble House (2739 TT): Further room rate upside amid travel boom
2024.05.10 10:00
Alltop (3526 TT): 1Q24 EPS a beat on strong margins; EV & server drive EPS growth
2024.05.09 10:00
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