research
Quick query
Market strategyMORE
Industry updateMORE
| Date/ Industry / Title | Industry | Title | Analyst | Ticker / Company | Click |
|---|---|---|---|---|---|
| 2026-01-15 / Electronics Radar Monthly IT Hardware: All eyes on GB supply chain in the near-term Analyst:Alex Yu、Angela Hsiang、Rob Chang、Yvonney Chen、Mike Liu / BHI (Bizlink)(3665)、Fositek(6805)、DELTA(2308)、QCI(2382)、Chenbro(8210)、AVC(3017)、Wistron(3231) | Electronics | Radar Monthly IT Hardware: All eyes on GB supply chain in the near-term | Alex Yu、Angela Hsiang、Rob Chang、Yvonney Chen、Mike Liu | BHI (Bizlink)(3665)、Fositek(6805)、DELTA(2308)、QCI(2382)、Chenbro(8210)、AVC(3017)、Wistron(3231) | 3 |
| 2026-01-10 / Electronics IT Hardware: GB shipments growth in 4Q25; 2026 outlook to brighten Analyst:Angela Hsiang、Yvonney Chen / Wiwynn(6669)、Hon Hai(2317)、Wistron(3231)、QCI(2382) | Electronics | IT Hardware: GB shipments growth in 4Q25; 2026 outlook to brighten | Angela Hsiang、Yvonney Chen | Wiwynn(6669)、Hon Hai(2317)、Wistron(3231)、QCI(2382) | 8 |
| 2026-01-14 / Semiconductor Radar Monthly Semiconductor: TSMC’s earnings call this week to focus on AI outlook Analyst:Serena Hsu、Pius Wu、Hanhsuan Shen、Leon Chen、Lucas Liu、Felix Pan / MPI(6223)、Alchip(3661)、Kinik(1560)、TSMC(2330)、(AVGO US)、Aspeed(5274)、(NVDA US)、GUC(3443)、(ADI US)、WEC(2344) | Semiconductor | Radar Monthly Semiconductor: TSMC’s earnings call this week to focus on AI outlook | Serena Hsu、Pius Wu、Hanhsuan Shen、Leon Chen、Lucas Liu、Felix Pan | MPI(6223)、Alchip(3661)、Kinik(1560)、TSMC(2330)、(AVGO US)、Aspeed(5274)、(NVDA US)、GUC(3443)、(ADI US)、WEC(2344) | 10 |
| 2026-01-14 / Electronics Networking sector: 2026 optical communications – 1.6TbE as a strategic battleground Analyst:Jackson Chiang、Kenny Hsu / IET(4971)、Accton(2345)、Truelight(3234)、ELASER(3450)、GCS(4991)、LandMark(3081)、LuxNet(4979)、VPEC(2455)、Win(3105)、Ichia(2402) | Electronics | Networking sector: 2026 optical communications – 1.6TbE as a strategic battleground | Jackson Chiang、Kenny Hsu | IET(4971)、Accton(2345)、Truelight(3234)、ELASER(3450)、GCS(4991)、LandMark(3081)、LuxNet(4979)、VPEC(2455)、Win(3105)、Ichia(2402) | 6 |
| 2026-01-13 / Consumer Radar Monthly Consumer: Ringing in a new year of opportunities & risks Analyst:Angus Chuang、Hanhsuan Shen、Eden Chang、Fan-Jen Tseng、Jenny Liu、Tommy Lai / Makalot(1477)、Wowprime(2727)、CMC(2204)、DA-LI CO.,LTD.(6177)、Poya(5904)、EMC(2603) | Consumer | Radar Monthly Consumer: Ringing in a new year of opportunities & risks | Angus Chuang、Hanhsuan Shen、Eden Chang、Fan-Jen Tseng、Jenny Liu、Tommy Lai | Makalot(1477)、Wowprime(2727)、CMC(2204)、DA-LI CO.,LTD.(6177)、Poya(5904)、EMC(2603) | 2 |
Company updateMORE
Overseas market strategyMORE
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) | 15 |
| 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 |