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| Date/ Industry / Title | Industry | Title | Analyst | Ticker / Company | Click |
|---|---|---|---|---|---|
| 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) | 3 |
| 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) | 9 |
| 2025-10-23 / Electronics PCB sector: PCB spec upgrades for AI servers are major TPCA theme Analyst:Jack Lin / TUC(6274)、N.P.C(8046)、Kinsus(3189) | Electronics | PCB sector: PCB spec upgrades for AI servers are major TPCA theme | Jack Lin | TUC(6274)、N.P.C(8046)、Kinsus(3189) | 3 |
| 2025-10-17 / Financial Financial sector: FSC announces optional transitional measures to support life insurance industry’s adoption of TW-ICS Analyst:Eric Shih / SINOPACHOLDINGS(2890)、SKFH(2888)、CATHAY FHC(2882)、E.S.F.H(2884)、Fubon Financial(2881)、CTBC Holding(2891) | Financial | Financial sector: FSC announces optional transitional measures to support life insurance industry’s adoption of TW-ICS | Eric Shih | SINOPACHOLDINGS(2890)、SKFH(2888)、CATHAY FHC(2882)、E.S.F.H(2884)、Fubon Financial(2881)、CTBC Holding(2891) | 4 |
| 2025-10-16 / Electronics Radar Monthly IT Hardware: 4Q25F outlook – GB-series racks to drive sales growth; better-than-expected PC & smartphone demand Analyst:Alex Yu、Angela Hsiang、Rob Chang、Yvonney Chen、Mike Liu / Chenbro(8210)、Fositek(6805)、King Slide(2059)、AURAS(3324)、AVC(3017)、Wistron(3231)、Asustek(2357)、QCI(2382)、DELTA(2308)、BHI (Bizlink)(3665)、Hon Hai(2317) | Electronics | Radar Monthly IT Hardware: 4Q25F outlook – GB-series racks to drive sales growth; better-than-expected PC & smartphone demand | Alex Yu、Angela Hsiang、Rob Chang、Yvonney Chen、Mike Liu | Chenbro(8210)、Fositek(6805)、King Slide(2059)、AURAS(3324)、AVC(3017)、Wistron(3231)、Asustek(2357)、QCI(2382)、DELTA(2308)、BHI (Bizlink)(3665)、Hon Hai(2317) | 8 |
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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) | 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 |