凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2025-07-04 / DAILY Navigator KGI Taiwan Daily Navigator – 20250704 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250704 Taiwan Research 3
2025-07-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20250703 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250703 Taiwan Research 3
2025-07-02 / DAILY Navigator KGI Taiwan Daily Navigator – 20250702 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250702 Taiwan Research 3
2025-07-01 / DAILY Navigator KGI Taiwan Daily Navigator – 20250701 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250701 Taiwan Research 2
2025-06-30 / DAILY Navigator KGI Taiwan Daily Navigator – 20250630 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250630 Taiwan Research 4

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2025-07-02 / Sport services Fitness sector: Orders to benefit from US One Big Beautiful Bill Act Analyst:Jenny Liu、Eden Chang / JHT(1736)、World Gym(2762)  Sport services Fitness sector: Orders to benefit from US One Big Beautiful Bill Act Jenny Liu、Eden Chang JHT(1736)、World Gym(2762) 4
2025-07-01 / Electronics Power supply sector: Powering the AI beast – 800V HVDC roadmap Analyst:Terry Lee、Benson Cheng / BHI (Bizlink)(3665)、LTC(2301)、DELTA(2308)  Electronics Power supply sector: Powering the AI beast – 800V HVDC roadmap Terry Lee、Benson Cheng BHI (Bizlink)(3665)、LTC(2301)、DELTA(2308) 7
2025-07-01 / Financial Financial sector: FSC relaxes policy reserve requirements to help insurers withstand forex impacts in 2H25F Analyst:Eric Shih / Fubon Financial(2881)、CATHAY FHC(2882)、E.S.F.H(2884)、CTBC Holding(2891)  Financial Financial sector: FSC relaxes policy reserve requirements to help insurers withstand forex impacts in 2H25F Eric Shih Fubon Financial(2881)、CATHAY FHC(2882)、E.S.F.H(2884)、CTBC Holding(2891) 4
2025-06-27 / Transportation Container shipping sector: Industry downcycle ahead Analyst:Tommy Lai / EMC(2603)、WANHAI(2615)  Transportation Container shipping sector: Industry downcycle ahead Tommy Lai EMC(2603)、WANHAI(2615) 6
2025-06-27 / Sporting goods Nike supply chain: Nike earnings call – Inventory digestion to continue Analyst:Jenny Liu、Eden Chang / ECLAT(1476)、SPG-KY(6768)、SAN FANG(1307)、Taiwan Paiho(9938)、FT(9910)  Sporting goods Nike supply chain: Nike earnings call – Inventory digestion to continue Jenny Liu、Eden Chang ECLAT(1476)、SPG-KY(6768)、SAN FANG(1307)、Taiwan Paiho(9938)、FT(9910) 10

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2025-07-04 / Industry Medeon Biodesign (6499 TT): Innovation to benefit middle-aged & elderly men Analyst:Albert Chen、Sean Sun / Medeon(6499)  Medeon Biodesign (6499 TT): Innovation to benefit middle-aged & elderly men Albert Chen、Sean Sun Medeon(6499) 0
2025-07-03 / Industry Hung Sheng Construction (2534 TT): The golden age returns Analyst:Tommy Lai / HSC(2534)  Hung Sheng Construction (2534 TT): The golden age returns Tommy Lai HSC(2534) 2
2025-07-02 / Industry Johnson Health Tech (1736 TT): Beneficiary of the US One Big Beautiful Bill Act Analyst:Jenny Liu、Eden Chang / JHT(1736)  Johnson Health Tech (1736 TT): Beneficiary of the US One Big Beautiful Bill Act Jenny Liu、Eden Chang JHT(1736) 5
2025-07-02 / Industry World Gym (2762 TT): 2025 earnings under pressure Analyst:Jenny Liu、Eden Chang / World Gym(2762)  World Gym (2762 TT): 2025 earnings under pressure Jenny Liu、Eden Chang World Gym(2762) 4
2025-06-30 / Industry Airoha Technology (6526 TT): Better-than-feared NT-dollar appreciation impact Analyst:Lucas Liu、Megan Li / Airoha(6526)  Airoha Technology (6526 TT): Better-than-feared NT-dollar appreciation impact Lucas Liu、Megan Li Airoha(6526) 2

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2025-06-25 / Strategy 2H25 global investment outlook: 2H25F economy to weaken HoH on end of order front-loading; stock market to be poor in 3Q25F & uncertain in 4Q25F; focus on defensive plays & quality stocks Analyst:Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu /   Global Strategy 2H25 global investment outlook: 2H25F economy to weaken HoH on end of order front-loading; stock market to be poor in 3Q25F & uncertain in 4Q25F; focus on defensive plays & quality stocks Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu 5
2025-06-19 / Economics US economy FOMC: June meeting: Fed governors divided about rate cuts Analyst:Steven Chen、Karen Yu /   USA Economics US economy FOMC: June meeting: Fed governors divided about rate cuts Steven Chen、Karen Yu 4
2025-06-11 / Strategy US strategy: We prefer consumer discretionary, consumer staples, financial & tech stocks Analyst:Carl Liu、Karen Yu /   USA Strategy US strategy: We prefer consumer discretionary, consumer staples, financial & tech stocks Carl Liu、Karen Yu 4
2025-05-20 / Strategy US strategy: Hesitant on US equities despite improved market sentiment due to new semiconductor & pharmaceuticals tariffs & weakening US fundamentals Analyst:Carl Liu、Karen Yu /   USA Strategy US strategy: Hesitant on US equities despite improved market sentiment due to new semiconductor & pharmaceuticals tariffs & weakening US fundamentals Carl Liu、Karen Yu 4
2025-05-08 / Economics US economy FOMC May meeting: Stay put in the face of uncertainty Analyst:Steven Chen、Karen Yu /   USA Economics US economy FOMC May meeting: Stay put in the face of uncertainty Steven Chen、Karen Yu 2

Overseas industry updateMORE

Date/ Industry / Title Country Industry Title Analyst Ticker / Company Click
2024-03-26 / Software Internet & software sector: China-theme stocks — Undergoing moderate recovery; share buybacks to increase Analyst:Andrew Cheng、Freddy Chen / Baidu, Inc.(09888)、(PDD US)、Bilibili Inc.(09626)、Alibaba Group Holding Limited(09988)、Tencent Holdings Limited(00700)、Meituan(03690)  Hong Kong Software Internet & software sector: China-theme stocks — Undergoing moderate recovery; share buybacks to increase Andrew Cheng、Freddy Chen Baidu, Inc.(09888)、(PDD US)、Bilibili Inc.(09626)、Alibaba Group Holding Limited(09988)、Tencent Holdings Limited(00700)、Meituan(03690) 12
2024-03-19 / Technology US technology sector: Nvidia GTC 2024: New GPU platforms, software & robots Analyst:Derek Chang、Angela Hsiang、Alex Yu / AURAS(3324)、AVC(3017)、Hon Hai(2317)、Wiwynn(6669)、Wistron(3231)、QCI(2382)、(NVDA US)  USA Technology US technology sector: Nvidia GTC 2024: New GPU platforms, software & robots Derek Chang、Angela Hsiang、Alex Yu AURAS(3324)、AVC(3017)、Hon Hai(2317)、Wiwynn(6669)、Wistron(3231)、QCI(2382)、(NVDA US) 10
2023-12-13 / Software Internet & software: 2024F outlook for Chinese internet stocks: Seeking growth opportunities through overseas expansion Analyst:Andrew Cheng、Freddy Chen / (PDD US)、Meituan(03690)、Tencent Holdings Limited(00700)、(BABA US)、(BILI US)、(BIDU US)  Hong Kong Software Internet & software: 2024F outlook for Chinese internet stocks: Seeking growth opportunities through overseas expansion Andrew Cheng、Freddy Chen (PDD US)、Meituan(03690)、Tencent Holdings Limited(00700)、(BABA US)、(BILI US)、(BIDU US) 3
2023-09-11 / Semiconductor Semiconductor sector: Huawei return to 5G market a promising event? Analyst:Michael Liu、Derek Chang、Josh Huang、Lucas Liu / (AAPL US)、(QCOM US)、TSMC(2330)、MediaTek(2454)、Semiconductor Manufacturing International Corporation(00981)  Global Semiconductor Semiconductor sector: Huawei return to 5G market a promising event? Michael Liu、Derek Chang、Josh Huang、Lucas Liu (AAPL US)、(QCOM US)、TSMC(2330)、MediaTek(2454)、Semiconductor Manufacturing International Corporation(00981) 2
2023-08-30 / Software Internet & software sector: China-themed stocks – Precision subsidies crucial to future recovery Analyst:Andrew Cheng、Freddy Chen / (PDD US)、Meituan(03690)、Baidu, Inc.(09888)  Hong Kong Software Internet & software sector: China-themed stocks – Precision subsidies crucial to future recovery Andrew Cheng、Freddy Chen (PDD US)、Meituan(03690)、Baidu, Inc.(09888) 3

Overseas company updateMORE

Date/ Title Country Title Analyst Ticker / Company Click
2025-02-26 / Industry Tempus AI (TEM US): Generative AI brings back glory of the genomic era Analyst:Albert Chen、Sean Sun /   USA Tempus AI (TEM US): Generative AI brings back glory of the genomic era Albert Chen、Sean Sun 4
2024-01-25 / Industry Tesla (TSLA US): Technological edge unchanged; earnings tamed in 2024F Analyst:Jennifer Liang / (TSLA US)  USA Tesla (TSLA US): Technological edge unchanged; earnings tamed in 2024F Jennifer Liang (TSLA US) 10
2024-01-25 / Industry Takeaway:Tesla (TSLA US) Analyst:Jennifer Liang / (TSLA US)  USA Takeaway:Tesla (TSLA US) Jennifer Liang (TSLA US) 3
2023-10-19 / Industry Tesla (TSLA.O/TSLA US): Mid- to long-term competitiveness & outlook unchanged Analyst:Jennifer Liang、Terry Lee / (TSLA US)  USA Tesla (TSLA.O/TSLA US): Mid- to long-term competitiveness & outlook unchanged Jennifer Liang、Terry Lee (TSLA US) 6
2023-10-03 / Industry Tesla (TSLA.O/TSLA US): Delivery momentum to resume in 4Q23F Analyst:Jennifer Liang、Terry Lee / (TSLA US)  USA Tesla (TSLA.O/TSLA US): Delivery momentum to resume in 4Q23F Jennifer Liang、Terry Lee (TSLA US) 8