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| Date/ Industry / Title | Industry | Title | Analyst | Ticker / Company | Click |
|---|---|---|---|---|---|
| 2025-11-21 / Electronics IT Hardware: Server demand to strengthen; PC & smartphone demand to weaken in 2026F Analyst:Angela Hsiang、Alex Yu、Hanhsuan Shen、Yvonney Chen、Mike Liu / Hon Hai(2317)、MSI(2377)、ACER(2353)、Wiwynn(6669)、Catcher(2474) | Electronics | IT Hardware: Server demand to strengthen; PC & smartphone demand to weaken in 2026F | Angela Hsiang、Alex Yu、Hanhsuan Shen、Yvonney Chen、Mike Liu | Hon Hai(2317)、MSI(2377)、ACER(2353)、Wiwynn(6669)、Catcher(2474) | 7 |
| 2025-11-17 / Semiconductor Memory sector: Surge in general server procurement fueling a memory supercycle Analyst:Hanhsuan Shen、Felix Pan / NTC(2408)、WEC(2344)、InnoDisk(5289) | Semiconductor | Memory sector: Surge in general server procurement fueling a memory supercycle | Hanhsuan Shen、Felix Pan | NTC(2408)、WEC(2344)、InnoDisk(5289) | 4 |
| 2025-11-10 / Financial Financial sector: FHC earnings increased by 7% MoM in October Analyst:Eric Shih / Fubon Financial(2881)、CATHAY FHC(2882)、CTBC Holding(2891)、TS Holdings(2887)、SINOPACHOLDINGS(2890) | Financial | Financial sector: FHC earnings increased by 7% MoM in October | Eric Shih | Fubon Financial(2881)、CATHAY FHC(2882)、CTBC Holding(2891)、TS Holdings(2887)、SINOPACHOLDINGS(2890) | 2 |
| 2025-11-01 / Electronics IT Hardware: Positive AI demand outlook from US CSPs, power & liquid cooling firms for 2026F Analyst:Angela Hsiang、Alex Yu、Rob Chang、Yvonney Chen、Mike Liu / AVC(3017)、Wistron(3231)、QCI(2382)、EMC(2383)、Hon Hai(2317)、GCE(2368)、DELTA(2308)、Fositek(6805) | Electronics | IT Hardware: Positive AI demand outlook from US CSPs, power & liquid cooling firms for 2026F | Angela Hsiang、Alex Yu、Rob Chang、Yvonney Chen、Mike Liu | AVC(3017)、Wistron(3231)、QCI(2382)、EMC(2383)、Hon Hai(2317)、GCE(2368)、DELTA(2308)、Fositek(6805) | 5 |
| 2025-10-28 / Electronics Thermal sector: AI server demand fuels liquid cooling adoption Analyst:Angela Hsiang、Alex Yu、Terry Lee、Yvonney Chen / AURAS(3324)、(VRT US)、AVC(3017)、Fositek(6805)、DELTA(2308) | Electronics | Thermal sector: AI server demand fuels liquid cooling adoption | Angela Hsiang、Alex Yu、Terry Lee、Yvonney Chen | AURAS(3324)、(VRT US)、AVC(3017)、Fositek(6805)、DELTA(2308) | 10 |
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| 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) | 14 |
| 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 |