凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2025-06-05 / DAILY Navigator KGI Taiwan Daily Navigator – 20250605 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250605 Taiwan Research 2
2025-06-04 / DAILY Navigator KGI Taiwan Daily Navigator – 20250604 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250604 Taiwan Research 4
2025-06-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20250603 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250603 Taiwan Research 4
2025-06-02 / DAILY Navigator KGI Taiwan Daily Navigator – 20250602 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20250602 Taiwan Research 3
2025-05-29 / Strategy Taiwan Strategy: Recent earnings downgrades could be the beginning of a downcycle Analyst:Jeff Chang、Hanhsuan Shen /   Strategy Taiwan Strategy: Recent earnings downgrades could be the beginning of a downcycle Jeff Chang、Hanhsuan Shen 5

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2025-05-27 / Transportation Container shipping sector: Sino-US tariff easing already priced in Analyst:Tommy Lai / EMC(2603)、WANHAI(2615)、YMTC(2609)  Transportation Container shipping sector: Sino-US tariff easing already priced in Tommy Lai EMC(2603)、WANHAI(2615)、YMTC(2609) 9
2025-05-23 / Electronics Computex 2025: AI servers in the spotlight; GB300 & multiple HGX server designs were showcased Analyst:Angela Hsiang、Alex Yu、Terry Lee、Megan Li、Hanhsuan Shen、Rob Chang、Yvonney Chen、Lucas Liu、Felix Pan / Fositek(6805)、LTC(2301)、Pegatron(4938)、Hon Hai(2317)、AURAS(3324)、DELTA(2308)  Electronics Computex 2025: AI servers in the spotlight; GB300 & multiple HGX server designs were showcased Angela Hsiang、Alex Yu、Terry Lee、Megan Li、Hanhsuan Shen、Rob Chang、Yvonney Chen、Lucas Liu、Felix Pan Fositek(6805)、LTC(2301)、Pegatron(4938)、Hon Hai(2317)、AURAS(3324)、DELTA(2308) 6
2025-05-17 / Electronics Radar Monthly IT Hardware: Limited visibility in 2H25F; server demand intact in 2025F Analyst:Angela Hsiang、Alex Yu、Terry Lee、Sean Sun、Rob Chang、Yvonney Chen / AVC(3017)、DELTA(2308)、Hon Hai(2317)、BHI (Bizlink)(3665)、QCI(2382)、Chenbro(8210)、King Slide(2059)、Wistron(3231)  Electronics Radar Monthly IT Hardware: Limited visibility in 2H25F; server demand intact in 2025F Angela Hsiang、Alex Yu、Terry Lee、Sean Sun、Rob Chang、Yvonney Chen AVC(3017)、DELTA(2308)、Hon Hai(2317)、BHI (Bizlink)(3665)、QCI(2382)、Chenbro(8210)、King Slide(2059)、Wistron(3231) 5
2025-05-15 / Construction Construction sector: Public construction projects provide glimmer of hope Analyst:Tommy Lai / Hwang Chang(2543)、KSECO(5521)、CHC(3703)  Construction Construction sector: Public construction projects provide glimmer of hope Tommy Lai Hwang Chang(2543)、KSECO(5521)、CHC(3703) 3
2025-05-14 / Semiconductor Radar Monthly Semiconductor: NT-dollar appreciation poses risk to 2Q25 gross margin Analyst:Lucas Liu、Megan Li、Serena Hsu、Josh Huang、Felix Pan / MediaTek(2454)、Alchip(3661)、MPI(6223)  Semiconductor Radar Monthly Semiconductor: NT-dollar appreciation poses risk to 2Q25 gross margin Lucas Liu、Megan Li、Serena Hsu、Josh Huang、Felix Pan MediaTek(2454)、Alchip(3661)、MPI(6223) 6

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2025-06-04 / Industry First FHC (2892 TT): 1Q25 earnings grew YoY on lower credit costs; 2H25F banking business outlook slightly positive Analyst:Eric Shih / FFHC(2892)  First FHC (2892 TT): 1Q25 earnings grew YoY on lower credit costs; 2H25F banking business outlook slightly positive Eric Shih FFHC(2892) 2
2025-06-03 / Industry Chung-Hsin Electric (1513 TT): To benefit from recovering Taipower procurement Analyst:Benson Cheng、Terry Lee / CHEM(1513)  Chung-Hsin Electric (1513 TT): To benefit from recovering Taipower procurement Benson Cheng、Terry Lee CHEM(1513) 2
2025-06-02 / Industry Kaori Heat Treatment (8996 TT): Expectations reset; liquid cooling revenue ramping up Analyst:Terry Lee、Benson Cheng / Kaori(8996)  Kaori Heat Treatment (8996 TT): Expectations reset; liquid cooling revenue ramping up Terry Lee、Benson Cheng Kaori(8996) 2
2025-05-29 / Industry Mega FHC (2886 TT): 1Q25 NIM recovery; turning prudent on 2025F loan outlook Analyst:Eric Shih / Mega FHC(2886)  Mega FHC (2886 TT): 1Q25 NIM recovery; turning prudent on 2025F loan outlook Eric Shih Mega FHC(2886) 3
2025-05-28 / Industry Hiwin (2049 TT): A cloudier earnings outlook Analyst:Angus Chuang、Eden Chang / Hiwin(2049)  Hiwin (2049 TT): A cloudier earnings outlook Angus Chuang、Eden Chang Hiwin(2049) 6

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2025-05-20 / Strategy US strategy: Hesitant on US equities despite improved market sentiment due to new semiconductor & pharmaceuticals tariffs & weakening US fundamentals Analyst:Carl Liu、Karen Yu /   USA Strategy US strategy: Hesitant on US equities despite improved market sentiment due to new semiconductor & pharmaceuticals tariffs & weakening US fundamentals Carl Liu、Karen Yu 3
2025-05-08 / Economics US economy FOMC May meeting: Stay put in the face of uncertainty Analyst:Steven Chen、Karen Yu /   USA Economics US economy FOMC May meeting: Stay put in the face of uncertainty Steven Chen、Karen Yu 1
2025-05-07 / Economics US strategy: We prefer utilities, tech, consumer discretionary, industrials & financials sectors Analyst:Carl Liu、Karen Yu /   USA Economics US strategy: We prefer utilities, tech, consumer discretionary, industrials & financials sectors Carl Liu、Karen Yu 1
2025-04-30 / Strategy US strategy: Trump’s 100th day in office: rebound in S&P 500 to 5,500-5,800 could be a satiation point; timing of the next pullback uncertain Analyst:Carl Liu、Karen Yu /   USA Strategy US strategy: Trump’s 100th day in office: rebound in S&P 500 to 5,500-5,800 could be a satiation point; timing of the next pullback uncertain Carl Liu、Karen Yu 2
2025-04-29 / Strategy Global Forex strategy: US dollar likely to stay weak over the long run Analyst:Ethan Chiu /   Global Strategy Global Forex strategy: US dollar likely to stay weak over the long run Ethan Chiu 3

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) 11
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