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| Date/ Category / Title | Category | Title | Analyst | Ticker / Company | Click |
|---|---|---|---|---|---|
| 2026-06-09 / DAILY Navigator KGI Taiwan Daily Navigator – 20260609 Analyst:Taiwan Research / | DAILY Navigator | KGI Taiwan Daily Navigator – 20260609 | Taiwan Research | 0 | |
| 2026-06-08 / DAILY Navigator KGI Taiwan Daily Navigator – 20260608 Analyst:Taiwan Research / | DAILY Navigator | KGI Taiwan Daily Navigator – 20260608 | Taiwan Research | 4 | |
| 2026-06-05 / DAILY Navigator KGI Taiwan Daily Navigator – 20260605 Analyst:Taiwan Research / | DAILY Navigator | KGI Taiwan Daily Navigator – 20260605 | Taiwan Research | 3 | |
| 2026-06-04 / DAILY Navigator KGI Taiwan Daily Navigator – 20260604 Analyst:Taiwan Research / | DAILY Navigator | KGI Taiwan Daily Navigator – 20260604 | Taiwan Research | 3 | |
| 2026-06-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20260603 Analyst:Taiwan Research / | DAILY Navigator | KGI Taiwan Daily Navigator – 20260603 | Taiwan Research | 5 |
Industry updateMORE
| Date/ Industry / Title | Industry | Title | Analyst | Ticker / Company | Click |
|---|---|---|---|---|---|
| 2026-06-06 / Electronics Computex 2026: AI infrastructure expands beyond GPU into CPU, optical connectivity & agentic AI Analyst:Angela Hsiang、Alex Yu、Terry Lee、Hanhsuan Shen、Rob Chang、Lucas Liu、Felix Pan / (VRT US)、King Slide(2059)、Fositek(6805)、EMC(2383)、GCE(2368)、Chenbro(8210)、AVC(3017)、DELTA(2308)、Jentech(3653)、(DELL US)、Accton(2345) | Electronics | Computex 2026: AI infrastructure expands beyond GPU into CPU, optical connectivity & agentic AI | Angela Hsiang、Alex Yu、Terry Lee、Hanhsuan Shen、Rob Chang、Lucas Liu、Felix Pan | (VRT US)、King Slide(2059)、Fositek(6805)、EMC(2383)、GCE(2368)、Chenbro(8210)、AVC(3017)、DELTA(2308)、Jentech(3653)、(DELL US)、Accton(2345) | 2 |
| 2026-06-03 / Sporting goods Sportswear sector: 2H26 outlook – Tepid order flow, but valuations already low Analyst:Jenny Liu、Eden Chang / FT(9910)、PCC(9904)、Makalot(1477)、CJ(6965)、Taiwan Paiho(9938)、ECLAT(1476) | Sporting goods | Sportswear sector: 2H26 outlook – Tepid order flow, but valuations already low | Jenny Liu、Eden Chang | FT(9910)、PCC(9904)、Makalot(1477)、CJ(6965)、Taiwan Paiho(9938)、ECLAT(1476) | 0 |
| 2026-05-21 / Transportation Container shipping sector: Sharply higher rates are wind in the sails for freight firms Analyst:Tommy Lai / WANHAI(2615)、YMTC(2609)、EMC(2603) | Transportation | Container shipping sector: Sharply higher rates are wind in the sails for freight firms | Tommy Lai | WANHAI(2615)、YMTC(2609)、EMC(2603) | 1 |
| 2026-05-18 / Steel Steel sector: Earnings allocation under global trade protectionism Analyst:Jenny Liu、Eden Chang / CSC(2002)、Chung Hung(2014) | Steel | Steel sector: Earnings allocation under global trade protectionism | Jenny Liu、Eden Chang | CSC(2002)、Chung Hung(2014) | 3 |
| 2026-05-15 / Consumer Radar Monthly Consumer: Cautious 2Q26 consumer outlook Analyst:Angus Chuang、Eden Chang、Jenny Liu、Tommy Lai / Uni-President(1216)、VF(4771)、IGS(3293)、Visco(6782) | Consumer | Radar Monthly Consumer: Cautious 2Q26 consumer outlook | Angus Chuang、Eden Chang、Jenny Liu、Tommy Lai | Uni-President(1216)、VF(4771)、IGS(3293)、Visco(6782) | 4 |
Company updateMORE
Overseas market strategyMORE
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) | 20 |
| 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 |