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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-10-20 / Economics Taiwan Economy: October export orders to grow by 63% YoY, supported by AI demand & broadening spillover Analyst:Carl Liu、Karen Yu /   Economics Taiwan Economy: October export orders to grow by 63% YoY, supported by AI demand & broadening spillover Carl Liu、Karen Yu 1
2026-10-20 / DAILY Navigator KGI Taiwan Daily Navigator – 20261020 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261020 Taiwan Research 3
2026-10-19 / DAILY Navigator KGI Taiwan Daily Navigator – 20261019 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261019 Taiwan Research 3
2026-10-16 / DAILY Navigator KGI Taiwan Daily Navigator – 20261016 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261016 Taiwan Research 4
2026-10-15 / DAILY Navigator KGI Taiwan Daily Navigator – 20261015 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261015 Taiwan Research 4

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-10-16 / Semiconductor Radar Monthly Semiconductor: Diverging outlook for IC design sector Analyst:Lucas Liu、Vera Wang、Angela Hsiang、Alex Yu、Hanhsuan Shen、Serena Hsu、Felix Pan / Aspeed(5274)、GWC(6488)、Airoha(6526)、MediaTek(2454)、Chipbond(6147)、TSMC(2330)、Alchip(3661)、NTC(2408)、Advantech(2395)、GUC(3443)、ASEH(3711)、WinWay(6515)  Semiconductor Radar Monthly Semiconductor: Diverging outlook for IC design sector Lucas Liu、Vera Wang、Angela Hsiang、Alex Yu、Hanhsuan Shen、Serena Hsu、Felix Pan Aspeed(5274)、GWC(6488)、Airoha(6526)、MediaTek(2454)、Chipbond(6147)、TSMC(2330)、Alchip(3661)、NTC(2408)、Advantech(2395)、GUC(3443)、ASEH(3711)、WinWay(6515) 4
2026-10-15 / Electronics Radar Monthly IT Hardware: New GPU & ASIC AI server racks to ramp up in 4Q26F Analyst:Angela Hsiang、Alex Yu / Unimicron(3037)、DELTA(2308)、Jentech(3653)、Fositek(6805)、Wistron(3231)、Hon Hai(2317)、AVC(3017)、EMC(2383)、GCE(2368)、Wiwynn(6669)  Electronics Radar Monthly IT Hardware: New GPU & ASIC AI server racks to ramp up in 4Q26F Angela Hsiang、Alex Yu Unimicron(3037)、DELTA(2308)、Jentech(3653)、Fositek(6805)、Wistron(3231)、Hon Hai(2317)、AVC(3017)、EMC(2383)、GCE(2368)、Wiwynn(6669) 3
2026-10-15 / Financial Financial sector: Bank-centric FHCs delivered resilient earnings in September, outperforming insurance- & securities-centric peers Analyst:Eric Shih、Frank Tsai / Mega FHC(2886)、TS Holdings(2887)、SCSB(5876)、SINOPACHOLDINGS(2890)、Yuanta Group(2885)、FFHC(2892)、E.S.F.H(2884)、CATHAY FHC(2882)、CTBC Holding(2891)、Fubon Financial(2881)  Financial Financial sector: Bank-centric FHCs delivered resilient earnings in September, outperforming insurance- & securities-centric peers Eric Shih、Frank Tsai Mega FHC(2886)、TS Holdings(2887)、SCSB(5876)、SINOPACHOLDINGS(2890)、Yuanta Group(2885)、FFHC(2892)、E.S.F.H(2884)、CATHAY FHC(2882)、CTBC Holding(2891)、Fubon Financial(2881) 2
2026-10-15 / Electronics IT Hardware: Better-than-expected margins of motherboard & graphics card makers near term; server to drive up 2027F earnings Analyst:Alex Yu、Angela Hsiang / Gigabyte(2376)、ASRock(3515)、MSI(2377)、Asustek(2357)  Electronics IT Hardware: Better-than-expected margins of motherboard & graphics card makers near term; server to drive up 2027F earnings Alex Yu、Angela Hsiang Gigabyte(2376)、ASRock(3515)、MSI(2377)、Asustek(2357) 6
2026-10-14 / Consumer Radar Monthly Consumer: Consumer slowdown concerns lingering Analyst:Jenny Liu、Eden Chang、Angus Chuang、Tommy Lai / Giant(9921)、BAFANG(2753)、VF(4771)、CAL(2610)、Visco(6782)、EVAAIR(2618)、Wowprime(2727)、MIC(9914)  Consumer Radar Monthly Consumer: Consumer slowdown concerns lingering Jenny Liu、Eden Chang、Angus Chuang、Tommy Lai Giant(9921)、BAFANG(2753)、VF(4771)、CAL(2610)、Visco(6782)、EVAAIR(2618)、Wowprime(2727)、MIC(9914) 4

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-10-20 / Industry Pegavision (6491 TT): Multiple drivers to power earnings upcycle Analyst:Angus Chuang、Eden Chang / Pegavision(6491)  Pegavision (6491 TT): Multiple drivers to power earnings upcycle Angus Chuang、Eden Chang Pegavision(6491) 1
2026-10-20 / Industry MediaTek (2454 TT): 3Q26 results preview – Production issues an overhang Analyst:Felix Pan / MediaTek(2454)  MediaTek (2454 TT): 3Q26 results preview – Production issues an overhang Felix Pan MediaTek(2454) 1
2026-10-19 / Industry Zhen Ding Technology (4958 TT): We raise 2027F earnings on stronger-than-expected ABF revenue & further HDI capacity additions Analyst:Jack Lin / ZDT(4958)  Zhen Ding Technology (4958 TT): We raise 2027F earnings on stronger-than-expected ABF revenue & further HDI capacity additions Jack Lin ZDT(4958) 2
2026-10-16 / Industry Macronix (2337 TT): 3Q26F earnings preview – Niche demand underpins long-term earnings Analyst:Hanhsuan Shen、Vera Wang、Felix Pan / Macronix(2337)  Macronix (2337 TT): 3Q26F earnings preview – Niche demand underpins long-term earnings Hanhsuan Shen、Vera Wang、Felix Pan Macronix(2337) 4
2026-10-15 / Industry TSMC (2330 TT): N3 capacity to expand well past recent revisions Analyst:Felix Pan / TSMC(2330)  TSMC (2330 TT): N3 capacity to expand well past recent revisions Felix Pan TSMC(2330) 5

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-10-06 / Strategy Quantitative perspectives on US equities: We prefer the industrial, consumer staples, healthcare, technology & communication services sectors Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer the industrial, consumer staples, healthcare, technology & communication services sectors Carl Liu、Karen Yu、David Huang 2
2026-10-02 / Strategy Quantitative perspectives on US equities: Rising odds of a Democratic midterm sweep, but divided government need not be a concern; easing uncertainty could create October buying opportunities Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: Rising odds of a Democratic midterm sweep, but divided government need not be a concern; easing uncertainty could create October buying opportunities Carl Liu、Karen Yu 3
2026-09-17 / Economics US Economy: Long-term US Treasury yields unlikely to decline due to unfavorable cyclical & structural trends Analyst:David Huang /   USA Economics US Economy: Long-term US Treasury yields unlikely to decline due to unfavorable cyclical & structural trends David Huang 3
2026-09-17 / Economics US Economy: September FOMC meeting: A 25bps rate hike was unanimously supported by the FOMC; dot plot suggests the Fed is becoming impatient with rigid inflation Analyst:David Huang、Frank Tsai /   USA Economics US Economy: September FOMC meeting: A 25bps rate hike was unanimously supported by the FOMC; dot plot suggests the Fed is becoming impatient with rigid inflation David Huang、Frank Tsai 4
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 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) 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