凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2025-09-15 / DAILY Navigator KGI Taiwan Daily Navigator – 20250915 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250915 Taiwan Research 2
2025-09-12 / DAILY Navigator KGI Taiwan Daily Navigator – 20250912 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250912 Taiwan Research 2
2025-09-11 / DAILY Navigator KGI Taiwan Daily Navigator – 20250911 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250911 Taiwan Research 4
2025-09-10 / DAILY Navigator KGI Taiwan Daily Navigator – 20250910 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250910 Taiwan Research 3
2025-09-09 / DAILY Navigator KGI Taiwan Daily Navigator – 20250909 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250909 Taiwan Research 3

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2025-09-15 / Electronics Radar Monthly IT Hardware: August sales boosted by AI ASIC; GB300 & iPhone 17 series to drive sales growth through 4Q25F Analyst:Rob Chang、Angela Hsiang、Alex Yu、Yvonney Chen、Mike Liu / QCI(2382)、Wistron(3231)、GCE(2368)、Hon Hai(2317)、Accton(2345)、Wiwynn(6669)、(DELL US)、Fositek(6805)、Chenbro(8210)、AVC(3017)、EMC(2383)、DELTA(2308)  Electronics Radar Monthly IT Hardware: August sales boosted by AI ASIC; GB300 & iPhone 17 series to drive sales growth through 4Q25F Rob Chang、Angela Hsiang、Alex Yu、Yvonney Chen、Mike Liu QCI(2382)、Wistron(3231)、GCE(2368)、Hon Hai(2317)、Accton(2345)、Wiwynn(6669)、(DELL US)、Fositek(6805)、Chenbro(8210)、AVC(3017)、EMC(2383)、DELTA(2308) 0
2025-09-12 / Consumer Radar Monthly Consumer: Tariff sharing back on the table Analyst:Tommy Lai、Hanhsuan Shen、Eden Chang、Angus Chuang、Fan-Jen Tseng、Jenny Liu / Uni-President(1216)、BAFANG(2753)、CMT(2612)、PCSC(2912)  Consumer Radar Monthly Consumer: Tariff sharing back on the table Tommy Lai、Hanhsuan Shen、Eden Chang、Angus Chuang、Fan-Jen Tseng、Jenny Liu Uni-President(1216)、BAFANG(2753)、CMT(2612)、PCSC(2912) 3
2025-09-12 / Semiconductor Radar Monthly Semiconductor: 2Q25 US earnings review – AI remains strong, but other sectors face weak 2H25F growth Analyst:Leon Chen、Serena Hsu、Lucas Liu、Felix Pan / Kinik(1560)、MPI(6223)、MediaTek(2454)、Alchip(3661)、Airoha(6526)  Semiconductor Radar Monthly Semiconductor: 2Q25 US earnings review – AI remains strong, but other sectors face weak 2H25F growth Leon Chen、Serena Hsu、Lucas Liu、Felix Pan Kinik(1560)、MPI(6223)、MediaTek(2454)、Alchip(3661)、Airoha(6526) 3
2025-09-10 / Financial Financial sector: Insurance- & brokerage-centric FHC earnings boosted by investment gains in August Analyst:Eric Shih / CATHAY FHC(2882)、TS Holdings(2887)、Fubon Financial(2881)、CTBC Holding(2891)、Chailease(5871)、E.S.F.H(2884)  Financial Financial sector: Insurance- & brokerage-centric FHC earnings boosted by investment gains in August Eric Shih CATHAY FHC(2882)、TS Holdings(2887)、Fubon Financial(2881)、CTBC Holding(2891)、Chailease(5871)、E.S.F.H(2884) 4
2025-09-05 / Military engineering Aerospace sector: TADTE to feature unmanned vehicles Analyst:Fan-Jen Tseng、Hanhsuan Shen / Coretronic(5371)、JSSC(2644)、AIDC(2634)、LungTeh(6753)、CSBC(2208)、EGAT(2645)、TT(8033)  Military engineering Aerospace sector: TADTE to feature unmanned vehicles Fan-Jen Tseng、Hanhsuan Shen Coretronic(5371)、JSSC(2644)、AIDC(2634)、LungTeh(6753)、CSBC(2208)、EGAT(2645)、TT(8033) 1

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2025-09-15 / Industry Nanya Technology (2408 TT): Sustained DDR4 price rally exceeds expectations Analyst:Hanhsuan Shen / NTC(2408)  Nanya Technology (2408 TT): Sustained DDR4 price rally exceeds expectations Hanhsuan Shen NTC(2408) 0
2025-09-15 / Industry LuxNet (4979 TT): Production capacity to expand in 2026F Analyst:Jackson Chiang / LuxNet(4979)  LuxNet (4979 TT): Production capacity to expand in 2026F Jackson Chiang LuxNet(4979) 0
2025-09-12 / Industry CTBC FHC (2891 TT): Easing forex loss impact on life insurance unit; positive outlook in 2H25F Analyst:Eric Shih / CTBC Holding(2891)  CTBC FHC (2891 TT): Easing forex loss impact on life insurance unit; positive outlook in 2H25F Eric Shih CTBC Holding(2891) 2
2025-09-11 / Industry Tripod Technology (3044 TT): Riding on more lucrative server & memory orders Analyst:Jack Lin / Tripod(3044)  Tripod Technology (3044 TT): Riding on more lucrative server & memory orders Jack Lin Tripod(3044) 2
2025-09-10 / Industry Bafang Yunji (2753 TT): Accelerating US expansion Analyst:Angus Chuang、Eden Chang / BAFANG(2753)  Bafang Yunji (2753 TT): Accelerating US expansion Angus Chuang、Eden Chang BAFANG(2753) 3

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2025-09-08 / Strategy Quantitative perspectives on US equities: We prefer utilities, communication services, financials & consumer discretionary stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer utilities, communication services, financials & consumer discretionary stocks Carl Liu、Karen Yu 3
2025-09-08 / Strategy Global asset allocation – US strategy: Market focus shifting from trade war to monetary policy, but rate cuts are not a panacea Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation – US strategy: Market focus shifting from trade war to monetary policy, but rate cuts are not a panacea Carl Liu、Karen Yu 4
2025-08-19 / Strategy Global asset allocation - US strategy: Tariffs have had little impact so far, but their future effects will be real; we expect US equities to fluctuate in 3Q25F and face a correction in 4Q25F Analyst:Carl Liu、Karen Yu /   USA Strategy Global asset allocation - US strategy: Tariffs have had little impact so far, but their future effects will be real; we expect US equities to fluctuate in 3Q25F and face a correction in 4Q25F Carl Liu、Karen Yu 2
2025-08-07 / Strategy Quantitative perspectives on US equities: We prefer utilities, industrials, financial & communication services stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer utilities, industrials, financial & communication services stocks Carl Liu、Karen Yu 1
2025-07-31 / Economics US economy: July FOMC meeting: Grappling with elevated levels of uncertainty Analyst:Steven Chen /   USA Economics US economy: July FOMC meeting: Grappling with elevated levels of uncertainty Steven Chen 2

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) 12
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