凱基理財雲

research

Quick query

Keyword Date range to

Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-07-21 / DAILY Navigator KGI Taiwan Daily Navigator – 20260721 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260721 Taiwan Research 5
2026-07-20 / DAILY Navigator KGI Taiwan Daily Navigator – 20260720 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260720 Taiwan Research 3
2026-07-17 / Strategy Taiwan Strategy: AI long-term outlook unchanged; Taiex to consolidate at elevated levels Analyst:Jeff Chang /   Strategy Taiwan Strategy: AI long-term outlook unchanged; Taiex to consolidate at elevated levels Jeff Chang 5
2026-07-17 / DAILY Navigator KGI Taiwan Daily Navigator – 20260717 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260717 Taiwan Research 5
2026-07-16 / DAILY Navigator KGI Taiwan Daily Navigator – 20260716 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260716 Taiwan Research 6

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-07-21 / Electronics PCB sector: ABF to see widening supply shortages in 2027-28F Analyst:Jack Lin / Kinsus(3189)、Unimicron(3037)、N.P.C(8046)  Electronics PCB sector: ABF to see widening supply shortages in 2027-28F Jack Lin Kinsus(3189)、Unimicron(3037)、N.P.C(8046) 4
2026-07-15 / Electronics Radar Monthly IT Hardware: Focus on ASIC supply chain in the near term Analyst:Alex Yu、Angela Hsiang、Rob Chang / AES-KY(6781)、King Slide(2059)、Chenbro(8210)、Wiwynn(6669)、AVC(3017)、Microloops(6831)、EMC(2383)、Accton(2345)、GCE(2368)  Electronics Radar Monthly IT Hardware: Focus on ASIC supply chain in the near term Alex Yu、Angela Hsiang、Rob Chang AES-KY(6781)、King Slide(2059)、Chenbro(8210)、Wiwynn(6669)、AVC(3017)、Microloops(6831)、EMC(2383)、Accton(2345)、GCE(2368) 8
2026-07-15 / Financial Financial sector: Investment gains lifted FHC June earnings up 18% YoY Analyst:Eric Shih / E.S.F.H(2884)、Yuanta Group(2885)、Fubon Financial(2881)、Mega FHC(2886)、TS Holdings(2887)、FFHC(2892)、SINOPACHOLDINGS(2890)、SCSB(5876)  Financial Financial sector: Investment gains lifted FHC June earnings up 18% YoY Eric Shih E.S.F.H(2884)、Yuanta Group(2885)、Fubon Financial(2881)、Mega FHC(2886)、TS Holdings(2887)、FFHC(2892)、SINOPACHOLDINGS(2890)、SCSB(5876) 2
2026-07-14 / Semiconductor Radar Monthly Semiconductor: Semiconductor firms registered above-average sales growth in June amid rising AI demand Analyst:Serena Hsu、Vera Wang、Pius Wu、Hanhsuan Shen、Lucas Liu、Felix Pan / Chipbond(6147)、TSMC(2330)、WinWay(6515)、MPI(6223)、Alchip(3661)、HON(7769)、NTC(2408)、Macronix(2337)、GUC(3443)、MediaTek(2454)  Semiconductor Radar Monthly Semiconductor: Semiconductor firms registered above-average sales growth in June amid rising AI demand Serena Hsu、Vera Wang、Pius Wu、Hanhsuan Shen、Lucas Liu、Felix Pan Chipbond(6147)、TSMC(2330)、WinWay(6515)、MPI(6223)、Alchip(3661)、HON(7769)、NTC(2408)、Macronix(2337)、GUC(3443)、MediaTek(2454) 6
2026-07-14 / Consumer Radar Monthly Consumer: A bottom-fishing opportunity for investors Analyst:Jenny Liu、Eden Chang、Angus Chuang、Tommy Lai / EVAAIR(2618)、Giant(9921)、VF(4771)、MIC(9914)、Visco(6782)  Consumer Radar Monthly Consumer: A bottom-fishing opportunity for investors Jenny Liu、Eden Chang、Angus Chuang、Tommy Lai EVAAIR(2618)、Giant(9921)、VF(4771)、MIC(9914)、Visco(6782) 4

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-07-21 / Industry Nan Ya PCB (8046 TT): 2Q26 sales beat on product price hikes Analyst:Jack Lin / N.P.C(8046)  Nan Ya PCB (8046 TT): 2Q26 sales beat on product price hikes Jack Lin N.P.C(8046) 3
2026-07-21 / Industry Kinsus Interconnect (3189 TT): 2Q26 sales beat; strategic client additions to support capacity expansion in 2028-29 Analyst:Jack Lin / Kinsus(3189)  Kinsus Interconnect (3189 TT): 2Q26 sales beat; strategic client additions to support capacity expansion in 2028-29 Jack Lin Kinsus(3189) 3
2026-07-20 / Industry Unimicron (3037 TT): 2Q26 results in line; larger substrate price hikes in 2H26F Analyst:Jack Lin / Unimicron(3037)  Unimicron (3037 TT): 2Q26 results in line; larger substrate price hikes in 2H26F Jack Lin Unimicron(3037) 3
2026-07-17 / Industry Highwealth Construction (2542 TT): Sales headwinds intensify Analyst:Tommy Lai / Highwealth(2542)  Highwealth Construction (2542 TT): Sales headwinds intensify Tommy Lai Highwealth(2542) 2
2026-07-16 / Industry TSMC (2330 TT)... Analyst:Felix Pan、Pius Wu / TSMC(2330)  TSMC (2330 TT)... Felix Pan、Pius Wu TSMC(2330) 6

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-07-16 / Strategy 2H26 global investment outlook: Investment-led growth takes hold in US as global manufacturing recovers; AI continues to favor US & emerging Asian equities Analyst:Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang /   Global Strategy 2H26 global investment outlook: Investment-led growth takes hold in US as global manufacturing recovers; AI continues to favor US & emerging Asian equities Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang 6
2026-07-07 / Strategy Quantitative perspectives on US equities: We prefer materials, industrial, consumer staples, tech & communications stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer materials, industrial, consumer staples, tech & communications stocks Carl Liu、Karen Yu、David Huang 4
2026-06-18 / Economics US Economy: June FOMC meeting: Fed signals a more hawkish stance Analyst:David Huang /   USA Economics US Economy: June FOMC meeting: Fed signals a more hawkish stance David Huang 2
2026-06-03 / Strategy Quantitative perspectives on US equities: We prefer materials, industrial, technology, communications & financial stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer materials, industrial, technology, communications & financial stocks Carl Liu、Karen Yu、David Huang 3
2026-05-20 / Strategy Global asset allocation – US strategy: Cyclicals to benefit from investment-driven growth; we favor tech, communication, raw materials, industrials, & utilities Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Cyclicals to benefit from investment-driven growth; we favor tech, communication, raw materials, industrials, & utilities Carl Liu、Karen Yu 4

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) 21
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) 11
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) 4
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) 3
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) 5

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 6
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) 12
2024-01-25 / Industry Takeaway:Tesla (TSLA US) Analyst:Jennifer Liang / (TSLA US)  USA Takeaway:Tesla (TSLA US) Jennifer Liang (TSLA US) 4
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) 7
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) 9