凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-09-15 / DAILY Navigator KGI Taiwan Daily Navigator – 20260915 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260915 Taiwan Research 4
2026-09-14 / DAILY Navigator KGI Taiwan Daily Navigator – 20260914 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260914 Taiwan Research 4
2026-09-11 / DAILY Navigator KGI Taiwan Daily Navigator – 20260911 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260911 Taiwan Research 5
2026-09-10 / DAILY Navigator KGI Taiwan Daily Navigator – 20260910 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260910 Taiwan Research 4
2026-09-09 / DAILY Navigator KGI Taiwan Daily Navigator – 20260909 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20260909 Taiwan Research 3

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-09-15 / Financial Financial sector: August FHC earnings and net worth rebounded on investment gains; Taiwan’s central bank rate hikes to shore up bank NIM Analyst:Eric Shih、Frank Tsai / Mega FHC(2886)、SINOPACHOLDINGS(2890)、CTBC Holding(2891)、CATHAY FHC(2882)、TS Holdings(2887)、Fubon Financial(2881)、SCSB(5876)  Financial Financial sector: August FHC earnings and net worth rebounded on investment gains; Taiwan’s central bank rate hikes to shore up bank NIM Eric Shih、Frank Tsai Mega FHC(2886)、SINOPACHOLDINGS(2890)、CTBC Holding(2891)、CATHAY FHC(2882)、TS Holdings(2887)、Fubon Financial(2881)、SCSB(5876) 1
2026-09-15 / Semiconductor Radar Monthly Semiconductor: How can component supply imbalances be resolved? Analyst:Hanhsuan Shen、Vera Wang、Serena Hsu、Lucas Liu、Felix Pan / Kinik(1560)、TSMC(2330)、WEC(2344)、CHPT(6510)、GUC(3443)、NTC(2408)、ASEH(3711)、MediaTek(2454)、Aspeed(5274)、GWC(6488)  Semiconductor Radar Monthly Semiconductor: How can component supply imbalances be resolved? Hanhsuan Shen、Vera Wang、Serena Hsu、Lucas Liu、Felix Pan Kinik(1560)、TSMC(2330)、WEC(2344)、CHPT(6510)、GUC(3443)、NTC(2408)、ASEH(3711)、MediaTek(2454)、Aspeed(5274)、GWC(6488) 1
2026-09-15 / Semiconductor Semiconductor sector: 2027 AI chip outlook Analyst:Felix Pan、Vera Wang、Hanhsuan Shen、Serena Hsu、Lucas Liu / TSMC(2330)、Alchip(3661)、ASEH(3711)、MPI(6223)、GUC(3443)、WinWay(6515)、MediaTek(2454)、CHPT(6510)  Semiconductor Semiconductor sector: 2027 AI chip outlook Felix Pan、Vera Wang、Hanhsuan Shen、Serena Hsu、Lucas Liu TSMC(2330)、Alchip(3661)、ASEH(3711)、MPI(6223)、GUC(3443)、WinWay(6515)、MediaTek(2454)、CHPT(6510) 2
2026-09-14 / Consumer Radar Monthly Consumer: Elevated oil prices have begun to weigh on consumption Analyst:Tommy Lai、Eden Chang、Angus Chuang、Jenny Liu / WANHAI(2615)、MIC(9914)、VF(4771)、Visco(6782)、Giant(9921)、IGS(3293)、YMTC(2609)  Consumer Radar Monthly Consumer: Elevated oil prices have begun to weigh on consumption Tommy Lai、Eden Chang、Angus Chuang、Jenny Liu WANHAI(2615)、MIC(9914)、VF(4771)、Visco(6782)、Giant(9921)、IGS(3293)、YMTC(2609) 2
2026-09-09 / Sporting goods Sportswear sector: Inventory days surge as competitive pressure intensifies Analyst:Jenny Liu、Eden Chang / Makalot(1477)、CJ(6965)、FT(9910)、ECLAT(1476)、PCC(9904)、Taiwan Paiho(9938)  Sporting goods Sportswear sector: Inventory days surge as competitive pressure intensifies Jenny Liu、Eden Chang Makalot(1477)、CJ(6965)、FT(9910)、ECLAT(1476)、PCC(9904)、Taiwan Paiho(9938) 3

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-09-15 / Industry Wisdom Marine Lines (2637 TT)... Analyst:Tommy Lai / Wisdom(2637)  Wisdom Marine Lines (2637 TT)... Tommy Lai Wisdom(2637) 1
2026-09-14 / Industry Nan Ya PCB (8046 TT): Memory demand driving a tight BT substrate market Analyst:Jack Lin / N.P.C(8046)  Nan Ya PCB (8046 TT): Memory demand driving a tight BT substrate market Jack Lin N.P.C(8046) 2
2026-09-14 / Industry Silergy Corp. (6415 TT): Gross margin pressure prompts earnings cuts; long-term growth trajectory remains intact Analyst:Serena Hsu、Felix Pan / Silergy(6415)  Silergy Corp. (6415 TT): Gross margin pressure prompts earnings cuts; long-term growth trajectory remains intact Serena Hsu、Felix Pan Silergy(6415) 12
2026-09-11 / Industry Teco Electric (1504 TT): Huge upside for the data center segment Analyst:Benson Cheng、Terry Lee / Teco(1504)  Teco Electric (1504 TT): Huge upside for the data center segment Benson Cheng、Terry Lee Teco(1504) 4
2026-09-11 / Industry Accton Technology (2345 TT): Switches – Critical link between chips & racks in data centers Analyst:Esther Tu、Kenny Hsu / Accton(2345)  Accton Technology (2345 TT): Switches – Critical link between chips & racks in data centers Esther Tu、Kenny Hsu Accton(2345) 4

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-09-15 / Strategy Quantitative perspectives on US equities: AI leadership to re-emerge on the 3Q26 earnings season & results of the midterm elections Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: AI leadership to re-emerge on the 3Q26 earnings season & results of the midterm elections Carl Liu、Karen Yu 1
2026-09-03 / Strategy Quantitative perspectives on US equities: We prefer the materials, industrial, financial, tech & communication services sectors Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer the materials, industrial, financial, tech & communication services sectors Carl Liu、Karen Yu、David Huang 2
2026-08-24 / Strategy Quantitative perspectives on US equities: Higher yields & softer guidance halt a rebound in SOX & AI stocks; near-term, we favor defensive names Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: Higher yields & softer guidance halt a rebound in SOX & AI stocks; near-term, we favor defensive names Carl Liu、Karen Yu 5
2026-08-07 / Economics US Economy: Structural influences of the five task forces Analyst:David Huang /   USA Economics US Economy: Structural influences of the five task forces David Huang 8
2026-08-06 / Strategy Quantitative perspectives on US equities: We prefer materials, industrials, information technology, and communication services sectors Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer materials, industrials, information technology, and communication services sectors Carl Liu、Karen Yu、David Huang 4

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
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) 7
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) 9