research

Quick query

Keyword		Date range	to

Market strategyMORE

Date/ Category / Title	Category	Title	Analyst	Ticker / Company	Click
2026-10-27 / DAILY Navigator KGI Taiwan Daily Navigator – 20261027 Analyst:Taiwan Research /	DAILY Navigator	KGI Taiwan Daily Navigator – 20261027	Taiwan Research		4
2026-10-22 / DAILY Navigator KGI Taiwan Daily Navigator – 20261022 Analyst:Taiwan Research /	DAILY Navigator	KGI Taiwan Daily Navigator – 20261022	Taiwan Research		6
2026-10-21 / Strategy Taiwan Strategy: Recent trough could mark the beginning of year-end rally Analyst:Jeff Chang /	Strategy	Taiwan Strategy: Recent trough could mark the beginning of year-end rally	Jeff Chang		4
2026-10-21 / Economics KGI Taiwan Daily Navigator – 20261021 Analyst:Taiwan Research /	Economics	KGI Taiwan Daily Navigator – 20261021	Taiwan Research		4
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		3

Industry updateMORE

Date/ Industry / Title	Industry	Title	Analyst	Ticker / Company	Click
2026-10-22 / Electronics PCB sector: TPCA Show – AI-driven heterogeneous integration pushes PCB specification upgrades to new heights Analyst:Jack Lin / ITEQ(6213)、Kinsus(3189)、TAIFLEX(8039)、Topoint(8021)、EMC(2383)、Co-Tech(8358)、TUC(6274)、GCE(2368)、Flexium(6269)、COMPEQ(2313)、N.P.C(8046)、ZDT(4958)	Electronics	PCB sector: TPCA Show – AI-driven heterogeneous integration pushes PCB specification upgrades to new heights	Jack Lin	ITEQ(6213)、Kinsus(3189)、TAIFLEX(8039)、Topoint(8021)、EMC(2383)、Co-Tech(8358)、TUC(6274)、GCE(2368)、Flexium(6269)、COMPEQ(2313)、N.P.C(8046)、ZDT(4958)	5
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)	7
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)	5
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)	8

Company updateMORE

Date/ Title	Title	Analyst	Ticker / Company	Click
2026-10-27 / Industry Faraday Technology (3035 TT)... Analyst:Lucas Liu、Vera Wang、Felix Pan / Faraday(3035)	Faraday Technology (3035 TT)...	Lucas Liu、Vera Wang、Felix Pan	Faraday(3035)	1
2026-10-21 / Industry Auras Technology (3324 TT): Project & client wins boost liquid-cooling sales Analyst:Angela Hsiang / AURAS(3324)	Auras Technology (3324 TT): Project & client wins boost liquid-cooling sales	Angela Hsiang	AURAS(3324)	6
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)	4
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)	8
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)	5

Overseas market strategyMORE

Date/ Category / Title	Country	Category	Title	Analyst	Ticker / Company	Click
2026-10-21 / Strategy Global asset allocation – US strategy: Rate headwinds pause; focus shifts to 3Q26 earnings, AI-related bond issuance stability & credit spreads Analyst:Carl Liu、Karen Yu /	USA	Strategy	Global asset allocation – US strategy: Rate headwinds pause; focus shifts to 3Q26 earnings, AI-related bond issuance stability & credit spreads	Carl Liu、Karen Yu		3
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

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