Research Reports

SMCI supply chain: Lower-than-expected FY2Q25F guidance
2024.11.07 10:00 | Source: KGI Investment Strategy
Taiwan Strategy: Trump victory clears near-term negatives for Taiex
2024.11.06 10:00 | Source: KGI Investment Strategy
IT Hardware: CSP solid capex to support AI server demand
2024.11.05 10:00 | Source: KGI Investment Strategy
Asia Vital Components (3017 TT): Order outlook solid; margins in uptrend
2024.11.04 10:00 | Source: KGI Investment Strategy
Thermal sector: Strong earnings growth on liquid cooling transition for AI server
2024.11.01 10:00 | Source: KGI Investment Strategy
Auras Technology (3324 TT): Liquid cooling to fuel strong sales growth after 2Q25F
2024.10.31 10:00 | Source: KGI Investment Strategy
LandMark Optoelectronics (3081 TT): Clear growth for silicon photonics products in 2025F
2024.10.30 10:00 | Source: KGI Investment Strategy
Novatek (3034 TT): Limited growth prospects for 2025F EPS
2024.10.29 10:00 | Source: KGI Investment Strategy
Taiwan Strategy: Taiex rally will continue no matter who wins US presidential election
2024.10.28 10:00 | Source: KGI Investment Strategy
PCB sector: Sales of CCL makers beat on strong server demand
2024.10.24 10:00 | Source: KGI Investment Strategy
Elite Material (2383 TT): 800G switches & new AI servers to drive growth in 2025F
2024.10.23 10:00 | Source: KGI Investment Strategy
Taiwan economy: Export orders to grow by 3.6% YoY in October
2024.10.22 10:00 | Source: KGI Investment Strategy
TSMC (2330 TT): A savior of technology stocks
2024.10.18 10:00 | Source: KGI Investment Strategy
Andes Technology (6533 TT): 2025F profit growth driven by RISC-V
2024.10.15 10:00 | Source: KGI Investment Strategy
OPEC lowers forecast for global oil demand growth for third consecutive month
2024.10.15 10:00 | Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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