Research Reports
Hon Hai (2317 TT): Solid cloud & AI sales growth to fuel margins in 2024F
2024.03.18 10:00
Wistron (3231 TT): Strong AI server business in 2024F to fuel EPS growth
2024.03.15 10:00
Gold Circuit (2368 TT): Adding new capacity to address AI server demand
2024.03.14 10:00
Taiwan strategy: Strong bull market losing steam
2024.03.13 10:00
Auras Technology (3324 TT): Growing liquid cooling sales to boost margins
2024.03.12 10:00
IT Hardware: Riding the AI wave to valuations re-ratings
2024.03.11 10:00
Strategy: Engage high-yield stocks beyond AI plays
2024.03.07 10:00
Networking sector: MWC 2024 – Proliferation of 5G applications
2024.03.06 10:00
EMC (2383 TT): 2024F AI server product sales to rise QoQ; AI PC a boost in 2H24F
2024.03.05 10:00
Delta Electronics (2308 TT): Muted earnings growth in 2024F; valuation fair
2024.03.04 10:00
Wiwynn (6669 TT): Growing AI server contribution, with healthy client & project portfolios
2024.02.29 10:00
Taiwan Economy: January export orders: Export orders to decline by 5% in February; YoY growth to rebound more markedly in 2Q24F
2024.02.28 10:00
Taiwan Mobile (3045 TT): Synergies of T-Star acquisition yet to materialize
2024.02.26 10:00
Novatek (3034 TT): Potential breakthrough with SerDes IP capability
2024.02.22 10:00
Taiwan Strategy: Bull run to continue; watch for undervalued stocks
2024.02.22 10:00
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