凱基理財雲

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Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2025-12-23 / DAILY Navigator KGI Taiwan Daily Navigator – 20251223 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251223 Taiwan Research 1
2025-12-22 / DAILY Navigator KGI Taiwan Daily Navigator – 20251222 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251222 Taiwan Research 3
2025-12-19 / DAILY Navigator KGI Taiwan Daily Navigator – 20251219 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251219 Taiwan Research 2
2025-12-18 / DAILY Navigator KGI Taiwan Daily Navigator – 20251218 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251218 Taiwan Research 3
2025-12-17 / DAILY Navigator KGI Taiwan Daily Navigator – 20251217 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20251217 Taiwan Research 1

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2025-12-10 / Financial Financial sector: November FHC earnings down 18% MoM on reduced investment & fee income Analyst:Eric Shih / CATHAY FHC(2882)、CTBC Holding(2891)、SINOPACHOLDINGS(2890)、Yuanta Group(2885)、Mega FHC(2886)、TS Holdings(2887)、E.S.F.H(2884)、FFHC(2892)  Financial Financial sector: November FHC earnings down 18% MoM on reduced investment & fee income Eric Shih CATHAY FHC(2882)、CTBC Holding(2891)、SINOPACHOLDINGS(2890)、Yuanta Group(2885)、Mega FHC(2886)、TS Holdings(2887)、E.S.F.H(2884)、FFHC(2892) 2
2025-12-16 / Semiconductor Semiconductor sector: Tensor processing units & Gemini not yet at end-game Analyst:Felix Pan、Pius Wu、Leon Chen、Lucas Liu / GUC(3443)、Alchip(3661)、TSMC(2330)、ASEH(3711)、MediaTek(2454)  Semiconductor Semiconductor sector: Tensor processing units & Gemini not yet at end-game Felix Pan、Pius Wu、Leon Chen、Lucas Liu GUC(3443)、Alchip(3661)、TSMC(2330)、ASEH(3711)、MediaTek(2454) 4
2025-12-15 / Electronics Radar Monthly IT Hardware: Demand for assembly of AI-related hardware accelerating; memory price hikes unlikely to derail server growth trajectory in 2026F Analyst:Rob Chang、Angela Hsiang、Alex Yu、Yvonney Chen、Mike Liu / QCI(2382)、Wistron(3231)、Hon Hai(2317)、Accton(2345)、AVC(3017)、Chenbro(8210)、(DELL US)、Wiwynn(6669)、EMC(2383)、(VRT US)、Fositek(6805)、GCE(2368)、DELTA(2308)  Electronics Radar Monthly IT Hardware: Demand for assembly of AI-related hardware accelerating; memory price hikes unlikely to derail server growth trajectory in 2026F Rob Chang、Angela Hsiang、Alex Yu、Yvonney Chen、Mike Liu QCI(2382)、Wistron(3231)、Hon Hai(2317)、Accton(2345)、AVC(3017)、Chenbro(8210)、(DELL US)、Wiwynn(6669)、EMC(2383)、(VRT US)、Fositek(6805)、GCE(2368)、DELTA(2308) 6
2025-12-12 / Consumer Radar Monthly Consumer: Rising inventory levels at US retail brands raise concerns Analyst:Tommy Lai、Hanhsuan Shen、Eden Chang、Angus Chuang、Fan-Jen Tseng、Jenny Liu / Hiyes(2348)、Uni-President(1216)、DA-LI CO.,LTD.(6177)、BAFANG(2753)、Gourmet(2723)  Consumer Radar Monthly Consumer: Rising inventory levels at US retail brands raise concerns Tommy Lai、Hanhsuan Shen、Eden Chang、Angus Chuang、Fan-Jen Tseng、Jenny Liu Hiyes(2348)、Uni-President(1216)、DA-LI CO.,LTD.(6177)、BAFANG(2753)、Gourmet(2723) 1
2025-12-12 / Semiconductor Radar Monthly Semiconductor: 2026F Focus: N2, ASIC design service, testing interface & memory Analyst:Lucas Liu、Pius Wu、Hanhsuan Shen、Serena Hsu、Leon Chen、Felix Pan / WEC(2344)、MPI(6223)、Kinik(1560)、Aspeed(5274)、TSMC(2330)、GUC(3443)、Alchip(3661)  Semiconductor Radar Monthly Semiconductor: 2026F Focus: N2, ASIC design service, testing interface & memory Lucas Liu、Pius Wu、Hanhsuan Shen、Serena Hsu、Leon Chen、Felix Pan WEC(2344)、MPI(6223)、Kinik(1560)、Aspeed(5274)、TSMC(2330)、GUC(3443)、Alchip(3661) 7

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2025-12-22 / Industry W&B Technology (7744 TT): Stellar earnings growth in 2026F Analyst:Alex Yu、Mike Liu / WB(7744)  W&B Technology (7744 TT): Stellar earnings growth in 2026F Alex Yu、Mike Liu WB(7744) 1
2025-12-19 / Industry QNAP Systems (7805 TT): Leading NAS vendor to benefit from edge AI Analyst:Jackson Chiang、Kenny Hsu / QNAP(7805)  QNAP Systems (7805 TT): Leading NAS vendor to benefit from edge AI Jackson Chiang、Kenny Hsu QNAP(7805) 2
2025-12-19 / Industry Fubon FHC (2881 TT): One-off forex reserves provision of at least NT$21bn in December Analyst:Eric Shih / Fubon Financial(2881)  Fubon FHC (2881 TT): One-off forex reserves provision of at least NT$21bn in December Eric Shih Fubon Financial(2881) 1
2025-12-18 / Industry HHGalaxy (2949 TT): Stronger operational growth than peers to continue Analyst:Fan-Jen Tseng、Hanhsuan Shen / HHG(2949)  HHGalaxy (2949 TT): Stronger operational growth than peers to continue Fan-Jen Tseng、Hanhsuan Shen HHG(2949) 1
2025-12-17 / Industry LINE Pay (7722 TT)... Analyst:Andrew Cheng / LINEPAY(7722)  LINE Pay (7722 TT)... Andrew Cheng LINEPAY(7722) 2

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2025-12-11 / Economics US economy: December FOMC meeting: Fed delivers anticipated rate cut, surprises with aggressive liquidity injection Analyst:Steven Chen /   USA Economics US economy: December FOMC meeting: Fed delivers anticipated rate cut, surprises with aggressive liquidity injection Steven Chen 1
2025-12-05 / Strategy 2026 global investment outlook: Global economy undergoing mild slowdown; AI theme dominating US equities, while non-US DMs benefiting from structural improvements & earnings upgrades Analyst:Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu /   Global Strategy 2026 global investment outlook: Global economy undergoing mild slowdown; AI theme dominating US equities, while non-US DMs benefiting from structural improvements & earnings upgrades Carl Liu、Ethan Chiu、Jessica Hung、Shawn Chen、Steven Chen、Karen Yu 5
2025-12-05 / Strategy Quantitative perspectives on US equities: Positive on healthcare, industrials, technology, consumer discretionary, consumer staples & energy Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: Positive on healthcare, industrials, technology, consumer discretionary, consumer staples & energy Carl Liu、Karen Yu 0
2025-11-05 / Strategy Quantitative perspectives on US equities: We prefer industrials, healthcare, utilities & communication services stocks Analyst:Carl Liu、Karen Yu /   USA Strategy Quantitative perspectives on US equities: We prefer industrials, healthcare, utilities & communication services stocks Carl Liu、Karen Yu 3
2025-10-30 / Economics US economy: October FOMC meeting: Hawkish rate cut triggers concerns about slower cuts Analyst:Steven Chen /   USA Economics US economy: October FOMC meeting: Hawkish rate cut triggers concerns about slower cuts Steven Chen 6

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) 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

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