Research Reports

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
Alchip Technologies (3661 TT): Our view unaffected by market concerns
2024.10.08 10:00 | Source: KGI Investment Strategy
Johnson Health Tech (1736 TT): Eye on 3Q-4Q24F peak season
2024.10.02 10:00 | Source: KGI Investment Strategy
TSMC (2330 TT): Strong 2H24 outlook; new growth drivers in 1Q25F
2024.10.02 10:00 | Source: KGI Investment Strategy
Elite Advanced Laser (3450 TT): Solid AOC & laser diode COS demand
2024.09.30 10:00 | Source: KGI Investment Strategy
Taiwan Economy: August export orders: Export orders to edge up by 0.5% YoY in September
2024.09.25 10:00 | Source: KGI Investment Strategy
Sinbon Electronics (3023 TT):Beneficiary of anticipated interest rate cut cycle
2024.09.25 10:00 | Source: KGI Investment Strategy
Taiwan strategy: China-themed stocks up on market rescue measures
2024.09.25 10:00 | Source: KGI Investment Strategy
Posiflex (8114 TT): Semiconductor business driving strong sales in 2H24
2024.09.24 10:00 | Source: KGI Investment Strategy
Hon Hai Precision (2317 TT): Good entry opportunity on cloud & iPhone sales upcycle
2024.09.23 10:00 | Source: KGI Investment Strategy
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Warrant and CBBC Commentary
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