凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-04-22 / DAILY Navigator KGI Taiwan Daily Navigator – 20260422 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260422 Taiwan Research 3
2026-04-21 / Economics Taiwan Economy: April export orders to grow 35.4% YoY; however, we expect orders to retreat from recent peaks as early pull‑in demand fades Analyst:Karen Yu、Carl Liu /   Economics Taiwan Economy: April export orders to grow 35.4% YoY; however, we expect orders to retreat from recent peaks as early pull‑in demand fades Karen Yu、Carl Liu 3
2026-04-21 / DAILY Navigator KGI Taiwan Daily Navigator – 20260421 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260421 Taiwan Research 2
2026-04-20 / DAILY Navigator KGI Taiwan Daily Navigator – 20260420 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260420 Taiwan Research 6
2026-04-17 / KGI Taiwan Daily Navigator – 20260417 Analyst:Taiwan Research /   KGI Taiwan Daily Navigator – 20260417 Taiwan Research 4

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-04-21 / Industrial automation Industrial automation: Further earnings upgrades ahead Analyst:Angus Chuang、Eden Chang / Airtac(1590)、Hiwin(2049)  Industrial automation Industrial automation: Further earnings upgrades ahead Angus Chuang、Eden Chang Airtac(1590)、Hiwin(2049) 1
2026-04-17 / Electronics Optical communication sector: Setting sights beyond next one and a half years Analyst:Jackson Chiang、Kenny Hsu / Apogee(6426)、Lintes(6715)、Largan(3008)、AIC(6291)、Browave(3163)、HON(7769)、Chroma(2360)、VisEra(6789)、Ezconn(6442)、Ennostar(3714)、FOCI(3363)、MPI(6223)、BHI (Bizlink)(3665)、WinWay(6515)  Electronics Optical communication sector: Setting sights beyond next one and a half years Jackson Chiang、Kenny Hsu Apogee(6426)、Lintes(6715)、Largan(3008)、AIC(6291)、Browave(3163)、HON(7769)、Chroma(2360)、VisEra(6789)、Ezconn(6442)、Ennostar(3714)、FOCI(3363)、MPI(6223)、BHI (Bizlink)(3665)、WinWay(6515) 2
2026-04-16 / Electronics Radar Monthly IT Hardware: Strong server demand; memory & CPUs are constraints Analyst:Angela Hsiang、Alex Yu、Rob Chang、Yvonney Chen、Mike Liu / Lotes(3533)、King Slide(2059)、(DELL US)、DELTA(2308)、Wiwynn(6669)、(VRT US)、Accton(2345)、Chenbro(8210)、Hon Hai(2317)、Fositek(6805)、Wistron(3231)、GCE(2368)、Jentech(3653)、EMC(2383)、Nan Juen(6584)、QCI(2382)、AVC(3017)  Electronics Radar Monthly IT Hardware: Strong server demand; memory & CPUs are constraints Angela Hsiang、Alex Yu、Rob Chang、Yvonney Chen、Mike Liu Lotes(3533)、King Slide(2059)、(DELL US)、DELTA(2308)、Wiwynn(6669)、(VRT US)、Accton(2345)、Chenbro(8210)、Hon Hai(2317)、Fositek(6805)、Wistron(3231)、GCE(2368)、Jentech(3653)、EMC(2383)、Nan Juen(6584)、QCI(2382)、AVC(3017) 6
2026-04-15 / Financial Financial sector: 1Q26 FHC earnings up 21% YoY, with brokerage-centric FHCs outperforming insurance- & bank-centric peers Analyst:Eric Shih / CTBC Holding(2891)、TS Holdings(2887)、SINOPACHOLDINGS(2890)、CATHAY FHC(2882)  Financial Financial sector: 1Q26 FHC earnings up 21% YoY, with brokerage-centric FHCs outperforming insurance- & bank-centric peers Eric Shih CTBC Holding(2891)、TS Holdings(2887)、SINOPACHOLDINGS(2890)、CATHAY FHC(2882) 1
2026-04-14 / Consumer Radar Monthly Consumer: Elevated oil prices begin to weigh on consumption Analyst:Tommy Lai、Eden Chang、Angus Chuang、Jenny Liu / DA-LI CO.,LTD.(6177)、Hiyes(2348)、IGS(3293)、Visco(6782)、VF(4771)  Consumer Radar Monthly Consumer: Elevated oil prices begin to weigh on consumption Tommy Lai、Eden Chang、Angus Chuang、Jenny Liu DA-LI CO.,LTD.(6177)、Hiyes(2348)、IGS(3293)、Visco(6782)、VF(4771) 2

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-04-22 / Industry Lotes (3533 TT): AI sales exposure on the rise Analyst:Angela Hsiang、Yvonney Chen / Lotes(3533)  Lotes (3533 TT): AI sales exposure on the rise Angela Hsiang、Yvonney Chen Lotes(3533) 0
2026-04-22 / Industry Hon Precision (7769 TT): 1Q26 preview – Strong AI testing demand growth Analyst:Felix Pan、Pius Wu / HON(7769)  Hon Precision (7769 TT): 1Q26 preview – Strong AI testing demand growth Felix Pan、Pius Wu HON(7769) 0
2026-04-21 / Industry MediaTek (2454 TT): AI ASIC sales to surpass mobile sales in 3 years Analyst:Felix Pan、Pius Wu / MediaTek(2454)  MediaTek (2454 TT): AI ASIC sales to surpass mobile sales in 3 years Felix Pan、Pius Wu MediaTek(2454) 5
2026-04-20 / Industry Delta Electronics (2308 TT): HVDC contribution warming up Analyst:Terry Lee、Benson Cheng / DELTA(2308)  Delta Electronics (2308 TT): HVDC contribution warming up Terry Lee、Benson Cheng DELTA(2308) 4
2026-04-20 / Industry Realtek Semiconductor (2379 TT): 2Q26 operations remain supported; networking products to drive double-digit YoY revenue growth Analyst:Lucas Liu、Felix Pan / RT(2379)  Realtek Semiconductor (2379 TT): 2Q26 operations remain supported; networking products to drive double-digit YoY revenue growth Lucas Liu、Felix Pan RT(2379) 5

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-04-20 / Strategy Global asset allocation – US strategy: Rotate from defensives to AI-led growth; near-term caution after strong rallies Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Rotate from defensives to AI-led growth; near-term caution after strong rallies Carl Liu、Karen Yu 6
2026-04-08 / Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials & utilities stocks Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials & utilities stocks Carl Liu、Karen Yu、David Huang 4
2026-04-01 / Strategy 2Q26 global investment outlook : US–Iran war duration & scope to shape global economy; stock markets to regain strength after consolidation amid sectoral & cross-country rotations Analyst:Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang /   Global Strategy 2Q26 global investment outlook : US–Iran war duration & scope to shape global economy; stock markets to regain strength after consolidation amid sectoral & cross-country rotations Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu、David Huang 7
2026-03-19 / Economics US Economy: March FOMC meeting: US–Iran tensions heighten economic uncertainty; FOMC more cautious on rate‑cut path Analyst:David Huang、Karen Yu /   USA Economics US Economy: March FOMC meeting: US–Iran tensions heighten economic uncertainty; FOMC more cautious on rate‑cut path David Huang、Karen Yu 6
2026-02-05 / Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials, consumer discretionary, & utilities stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer energy, materials, industrials, consumer discretionary, & utilities stocks Carl Liu、Karen Yu 5

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) 17
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 5
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