凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2025-05-21 / DAILY Navigator KGI Taiwan Daily Navigator – 20250521 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250521 Taiwan Research 5
2025-05-20 / Economics Taiwan Economy: Export orders to grow 18.8% YoY in May, driven by pull-in demand, particularly from China Analyst:Carl Liu、Karen Yu /   Economics Taiwan Economy: Export orders to grow 18.8% YoY in May, driven by pull-in demand, particularly from China Carl Liu、Karen Yu 2
2025-05-20 / DAILY Navigator KGI Taiwan Daily Navigator – 20250520 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250520 Taiwan Research 3
2025-05-19 / DAILY Navigator KGI Taiwan Daily Navigator – 20250519 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250519 Taiwan Research 4
2025-05-16 / DAILY Navigator KGI Taiwan Daily Navigator – 20250516 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250516 Taiwan Research 4

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2025-05-17 / Electronics Radar Monthly IT Hardware: Limited visibility in 2H25F; server demand intact in 2025F Analyst:Angela Hsiang、Alex Yu、Terry Lee、Sean Sun、Rob Chang、Yvonney Chen / AVC(3017)、DELTA(2308)、Hon Hai(2317)、BHI (Bizlink)(3665)、QCI(2382)、Chenbro(8210)、King Slide(2059)、Wistron(3231)  Electronics Radar Monthly IT Hardware: Limited visibility in 2H25F; server demand intact in 2025F Angela Hsiang、Alex Yu、Terry Lee、Sean Sun、Rob Chang、Yvonney Chen AVC(3017)、DELTA(2308)、Hon Hai(2317)、BHI (Bizlink)(3665)、QCI(2382)、Chenbro(8210)、King Slide(2059)、Wistron(3231) 3
2025-05-15 / Construction Construction sector: Public construction projects provide glimmer of hope Analyst:Tommy Lai / Hwang Chang(2543)、KSECO(5521)、CHC(3703)  Construction Construction sector: Public construction projects provide glimmer of hope Tommy Lai Hwang Chang(2543)、KSECO(5521)、CHC(3703) 1
2025-05-14 / Semiconductor Radar Monthly Semiconductor: NT-dollar appreciation poses risk to 2Q25 gross margin Analyst:Lucas Liu、Megan Li、Serena Hsu、Josh Huang、Felix Pan / MediaTek(2454)、Alchip(3661)、MPI(6223)  Semiconductor Radar Monthly Semiconductor: NT-dollar appreciation poses risk to 2Q25 gross margin Lucas Liu、Megan Li、Serena Hsu、Josh Huang、Felix Pan MediaTek(2454)、Alchip(3661)、MPI(6223) 4
2025-05-13 / Consumer Radar Monthly Consumer: Winners & losers of the recent NT dollar surge Analyst:Angus Chuang、Hanhsuan Shen、Eden Chang、Fan-Jen Tseng、Jenny Liu、Tommy Lai / PGUM(2247)、Taisun(1218)、GREATWALL(1210)、Hotai Motor(2207)、CPE(1215)  Consumer Radar Monthly Consumer: Winners & losers of the recent NT dollar surge Angus Chuang、Hanhsuan Shen、Eden Chang、Fan-Jen Tseng、Jenny Liu、Tommy Lai PGUM(2247)、Taisun(1218)、GREATWALL(1210)、Hotai Motor(2207)、CPE(1215) 4
2025-05-12 / Financial Financial sector: April life insurer losses on forex loss & lower capital gains Analyst:Eric Shih、Karen Yu / CTBC Holding(2891)、FFHC(2892)、Fubon Financial(2881)、E.S.F.H(2884)  Financial Financial sector: April life insurer losses on forex loss & lower capital gains Eric Shih、Karen Yu CTBC Holding(2891)、FFHC(2892)、Fubon Financial(2881)、E.S.F.H(2884) 3

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2025-05-21 / Industry Hotai Finance (6592 TT): 2H25F spreads & asset quality improvement uncertain Analyst:Eric Shih、Karen Yu / Hotai Finance(6592)  Hotai Finance (6592 TT): 2H25F spreads & asset quality improvement uncertain Eric Shih、Karen Yu Hotai Finance(6592) 1
2025-05-21 / Industry Nien Made (8464 TT): Two price hikes YTD Analyst:Tommy Lai / Nien Made(8464)  Nien Made (8464 TT): Two price hikes YTD Tommy Lai Nien Made(8464) 1
2025-05-20 / Industry Yuanta FHC (2885 TT): 2025F earnings downward revisions to continue on higher investment market volatility Analyst:Eric Shih、Karen Yu / Yuanta Group(2885)  Yuanta FHC (2885 TT): 2025F earnings downward revisions to continue on higher investment market volatility Eric Shih、Karen Yu Yuanta Group(2885) 2
2025-05-20 / Industry Visual Photonics Epitaxy (2455 TT): Short-term headwinds for optoelectronics sales in 2Q25F; sales to resume growth in 2H25F Analyst:Sean Sun、Jackson Chiang / VPEC(2455)  Visual Photonics Epitaxy (2455 TT): Short-term headwinds for optoelectronics sales in 2Q25F; sales to resume growth in 2H25F Sean Sun、Jackson Chiang VPEC(2455) 3
2025-05-20 / Industry Brogent Technologies (5263 TT): Awaiting good news Analyst:Tommy Lai / Brogent(5263)  Brogent Technologies (5263 TT): Awaiting good news Tommy Lai Brogent(5263) 2

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
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 3
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 1
2025-05-07 / Economics US strategy: We prefer utilities, tech, consumer discretionary, industrials & financials sectors Analyst:Carl Liu、Karen Yu /   USA Economics US strategy: We prefer utilities, tech, consumer discretionary, industrials & financials sectors Carl Liu、Karen Yu 1
2025-04-30 / Strategy US strategy: Trump’s 100th day in office: rebound in S&P 500 to 5,500-5,800 could be a satiation point; timing of the next pullback uncertain Analyst:Carl Liu、Karen Yu /   USA Strategy US strategy: Trump’s 100th day in office: rebound in S&P 500 to 5,500-5,800 could be a satiation point; timing of the next pullback uncertain Carl Liu、Karen Yu 2
2025-04-29 / Strategy Global Forex strategy: US dollar likely to stay weak over the long run Analyst:Ethan Chiu /   Global Strategy Global Forex strategy: US dollar likely to stay weak over the long run Ethan Chiu 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) 10
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