research

Quick query

Keyword Date range to

Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-11-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20261103 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261103 Taiwan Research 5
2026-11-02 / DAILY Navigator KGI Taiwan Daily Navigator – 20261102 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261102 Taiwan Research 9
2026-10-30 / DAILY Navigator KGI Taiwan Daily Navigator – 20261030 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261030 Taiwan Research 4
2026-10-29 / DAILY Navigator KGI Taiwan Daily Navigator – 20261029 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261029 Taiwan Research 4
2026-10-28 / DAILY Navigator KGI Taiwan Daily Navigator – 20261028 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261028 Taiwan Research 5

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
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) 5
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
2026-10-16 / Semiconductor Radar Monthly Semiconductor: Diverging outlook for IC design sector Analyst:Lucas Liu、Vera Wang、Angela Hsiang、Alex Yu、Hanhsuan Shen、Serena Hsu、Felix Pan / Aspeed(5274)、GWC(6488)、Airoha(6526)、MediaTek(2454)、Chipbond(6147)、TSMC(2330)、Alchip(3661)、NTC(2408)、Advantech(2395)、GUC(3443)、ASEH(3711)、WinWay(6515)  Semiconductor Radar Monthly Semiconductor: Diverging outlook for IC design sector Lucas Liu、Vera Wang、Angela Hsiang、Alex Yu、Hanhsuan Shen、Serena Hsu、Felix Pan Aspeed(5274)、GWC(6488)、Airoha(6526)、MediaTek(2454)、Chipbond(6147)、TSMC(2330)、Alchip(3661)、NTC(2408)、Advantech(2395)、GUC(3443)、ASEH(3711)、WinWay(6515) 7
2026-10-15 / Electronics Radar Monthly IT Hardware: New GPU & ASIC AI server racks to ramp up in 4Q26F Analyst:Angela Hsiang、Alex Yu / Unimicron(3037)、DELTA(2308)、Jentech(3653)、Fositek(6805)、Wistron(3231)、Hon Hai(2317)、AVC(3017)、EMC(2383)、GCE(2368)、Wiwynn(6669)  Electronics Radar Monthly IT Hardware: New GPU & ASIC AI server racks to ramp up in 4Q26F Angela Hsiang、Alex Yu Unimicron(3037)、DELTA(2308)、Jentech(3653)、Fositek(6805)、Wistron(3231)、Hon Hai(2317)、AVC(3017)、EMC(2383)、GCE(2368)、Wiwynn(6669) 6
2026-10-15 / Financial Financial sector: Bank-centric FHCs delivered resilient earnings in September, outperforming insurance- & securities-centric peers Analyst:Eric Shih、Frank Tsai / Mega FHC(2886)、TS Holdings(2887)、SCSB(5876)、SINOPACHOLDINGS(2890)、Yuanta Group(2885)、FFHC(2892)、E.S.F.H(2884)、CATHAY FHC(2882)、CTBC Holding(2891)、Fubon Financial(2881)  Financial Financial sector: Bank-centric FHCs delivered resilient earnings in September, outperforming insurance- & securities-centric peers Eric Shih、Frank Tsai Mega FHC(2886)、TS Holdings(2887)、SCSB(5876)、SINOPACHOLDINGS(2890)、Yuanta Group(2885)、FFHC(2892)、E.S.F.H(2884)、CATHAY FHC(2882)、CTBC Holding(2891)、Fubon Financial(2881) 2

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-11-04 / Industry Lotes (3533 TT): Several catalysts ahead despite near-term margin headwinds Analyst:Angela Hsiang / Lotes(3533)  Lotes (3533 TT): Several catalysts ahead despite near-term margin headwinds Angela Hsiang Lotes(3533) 1
2026-11-03 / Industry Fositek (6805 TT): Solid AI server demand & stellar margins in 2026-27F Analyst:Alex Yu、Angela Hsiang / Fositek(6805)  Fositek (6805 TT): Solid AI server demand & stellar margins in 2026-27F Alex Yu、Angela Hsiang Fositek(6805) 1
2026-11-03 / Industry GlobalWafers (6488 TT): Price hike benefits to kick in from 1Q27F Analyst:Hanhsuan Shen、Vera Wang、Felix Pan / GWC(6488)  GlobalWafers (6488 TT): Price hike benefits to kick in from 1Q27F Hanhsuan Shen、Vera Wang、Felix Pan GWC(6488) 2
2026-11-03 / Industry WinWay Technology (6515 TT)... Analyst:Serena Hsu、Felix Pan / WinWay(6515)  WinWay Technology (6515 TT)... Serena Hsu、Felix Pan WinWay(6515) 2
2026-11-02 / Industry Kinsus Interconnect (3189 TT): CPU to be primary growth driver of 2027F ABF substrate sales Analyst:Jack Lin / Kinsus(3189)  Kinsus Interconnect (3189 TT): CPU to be primary growth driver of 2027F ABF substrate sales Jack Lin Kinsus(3189) 3

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
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
2026-09-17 / Economics US Economy: Long-term US Treasury yields unlikely to decline due to unfavorable cyclical & structural trends Analyst:David Huang /   USA Economics US Economy: Long-term US Treasury yields unlikely to decline due to unfavorable cyclical & structural trends David Huang 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