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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-11-10 / DAILY Navigator KGI Taiwan Daily Navigator – 20261110 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261110 Taiwan Research 8
2026-11-09 / DAILY Navigator KGI Taiwan Daily Navigator – 20261109 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261109 Taiwan Research 7
2026-11-06 / DAILY Navigator KGI Taiwan Daily Navigator – 20261106 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261106 Taiwan Research 8
2026-11-05 / DAILY Navigator KGI Taiwan Daily Navigator – 20261105 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261105 Taiwan Research 5
2026-11-04 / KGI Taiwan Daily Navigator – 20261104 Analyst:Taiwan Research /   KGI Taiwan Daily Navigator – 20261104 Taiwan Research 8

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-11-10 / Semiconductor Semiconductor sector: Design services – AI chips shift to split sourcing, volume upside ahead Analyst:Lucas Liu、Vera Wang、Felix Pan / GUC(3443)、MediaTek(2454)、Alchip(3661)  Semiconductor Semiconductor sector: Design services – AI chips shift to split sourcing, volume upside ahead Lucas Liu、Vera Wang、Felix Pan GUC(3443)、MediaTek(2454)、Alchip(3661) 1
2026-11-10 / Sporting goods Sportswear sector: Ready for a comeback Analyst:Jenny Liu、Eden Chang / Taiwan Paiho(9938)、FT(9910)、PCC(9904)、ECLAT(1476)、CJ(6965)、Makalot(1477)  Sporting goods Sportswear sector: Ready for a comeback Jenny Liu、Eden Chang Taiwan Paiho(9938)、FT(9910)、PCC(9904)、ECLAT(1476)、CJ(6965)、Makalot(1477) 1
2026-11-04 / Semiconductor Testing interface sector: TPU supply chain takes shape; growth drivers shift among test board suppliers Analyst:Serena Hsu、Felix Pan / KSMT(6683)、CHPT(6510)  Semiconductor Testing interface sector: TPU supply chain takes shape; growth drivers shift among test board suppliers Serena Hsu、Felix Pan KSMT(6683)、CHPT(6510) 5
2026-11-03 / Electronics IT Hardware: Top-five US CSPs’ 2027F capex to top US$1.2tn Analyst:Angela Hsiang、Alex Yu / Wistron(3231)、Jentech(3653)、EMC(2383)、Wiwynn(6669)、AVC(3017)、(DELL US)、Chenbro(8210)、King Slide(2059)、GCE(2368)、QCI(2382)、(VRT US)、Hon Hai(2317)、Accton(2345)、DELTA(2308)、Fositek(6805)  Electronics IT Hardware: Top-five US CSPs’ 2027F capex to top US$1.2tn Angela Hsiang、Alex Yu Wistron(3231)、Jentech(3653)、EMC(2383)、Wiwynn(6669)、AVC(3017)、(DELL US)、Chenbro(8210)、King Slide(2059)、GCE(2368)、QCI(2382)、(VRT US)、Hon Hai(2317)、Accton(2345)、DELTA(2308)、Fositek(6805) 10
2026-10-22 / Electronics PCB sector: TPCA Show – AI-driven heterogeneous integration pushes PCB specification upgrades to new heights Analyst:Jack Lin / COMPEQ(2313)、Flexium(6269)、TAIFLEX(8039)、N.P.C(8046)、ITEQ(6213)、GCE(2368)、Topoint(8021)、EMC(2383)、ZDT(4958)、Kinsus(3189)、TUC(6274)、Co-Tech(8358)  Electronics PCB sector: TPCA Show – AI-driven heterogeneous integration pushes PCB specification upgrades to new heights Jack Lin COMPEQ(2313)、Flexium(6269)、TAIFLEX(8039)、N.P.C(8046)、ITEQ(6213)、GCE(2368)、Topoint(8021)、EMC(2383)、ZDT(4958)、Kinsus(3189)、TUC(6274)、Co-Tech(8358) 5

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-11-11 / Industry Asia Vital Components (3017 TT): Liquid cooling trend to boost EPS growth in 2027-28F Analyst:Angela Hsiang / AVC(3017)  Asia Vital Components (3017 TT): Liquid cooling trend to boost EPS growth in 2027-28F Angela Hsiang AVC(3017) 1
2026-11-11 / Industry Inventec (2356 TT): Rising AI server system shipments in 2027F Analyst:Angela Hsiang / Inventec(2356)  Inventec (2356 TT): Rising AI server system shipments in 2027F Angela Hsiang Inventec(2356) 1
2026-11-10 / Industry Hiwin Technology (2049 TT): Robust order intakes Analyst:Angus Chuang、Eden Chang / Hiwin(2049)  Hiwin Technology (2049 TT): Robust order intakes Angus Chuang、Eden Chang Hiwin(2049) 1
2026-11-10 / Industry Holy Stone (3026 TT): NP0 & Class 2 MLCC drives medium- to long-term growth Analyst:Benson Cheng / Holy Stone(3026)  Holy Stone (3026 TT): NP0 & Class 2 MLCC drives medium- to long-term growth Benson Cheng Holy Stone(3026) 1
2026-11-10 / Industry Gourmet Master (2723 TT): Operating margin expansion trajectory intact Analyst:Angus Chuang、Eden Chang / Gourmet(2723)  Gourmet Master (2723 TT): Operating margin expansion trajectory intact Angus Chuang、Eden Chang Gourmet(2723) 1

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-11-05 / Strategy Quantitative perspectives on US equities: We prefer the energy, materials, industrials, healthcare & information technology sectors Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer the energy, materials, industrials, healthcare & information technology sectors Carl Liu、Karen Yu、David Huang 2
2026-10-29 / Economics US Economy: October FOMC meeting: Interest rate unchanged despite some Fed officials calling for more aggressive hikes Analyst:David Huang、Frank Tsai /   USA Economics US Economy: October FOMC meeting: Interest rate unchanged despite some Fed officials calling for more aggressive hikes David Huang、Frank Tsai 2
2026-10-21 / Strategy Global asset allocation – US strategy: Rate headwinds pause; focus shifts to 3Q26 earnings, AI-related bond issuance stability & credit spreads Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Rate headwinds pause; focus shifts to 3Q26 earnings, AI-related bond issuance stability & credit spreads Carl Liu、Karen Yu 3
2026-10-06 / Strategy Quantitative perspectives on US equities: We prefer the industrial, consumer staples, healthcare, technology & communication services sectors Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer the industrial, consumer staples, healthcare, technology & communication services sectors Carl Liu、Karen Yu、David Huang 2
2026-10-02 / Strategy Quantitative perspectives on US equities: Rising odds of a Democratic midterm sweep, but divided government need not be a concern; easing uncertainty could create October buying opportunities Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: Rising odds of a Democratic midterm sweep, but divided government need not be a concern; easing uncertainty could create October buying opportunities Carl Liu、Karen Yu 3

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

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 7
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