Research Information Portal

  • Research Information
    • Advance Search
    • Market strategy
    • Industry update
    • Company update
    • Overseas market strategy
    • Overseas industry update
    • Overseas company update
  • Member Center
    • Change Password
    • Subscription
官網首頁

research

Quick query

Keyword Date range to

Market strategyMORE

Date/ Category / Title Category Title Analyst Ticker / Company Click
2026-11-06 / DAILY Navigator KGI Taiwan Daily Navigator – 20261106 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261106 Taiwan Research 8
2026-11-05 / DAILY Navigator KGI Taiwan Daily Navigator – 20261105 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261105 Taiwan Research 5
2026-11-04 / KGI Taiwan Daily Navigator – 20261104 Analyst:Taiwan Research /   KGI Taiwan Daily Navigator – 20261104 Taiwan Research 8
2026-11-03 / DAILY Navigator KGI Taiwan Daily Navigator – 20261103 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261103 Taiwan Research 5
2026-11-02 / DAILY Navigator KGI Taiwan Daily Navigator – 20261102 Analyst:Taiwan Research /   DAILY Navigator KGI Taiwan Daily Navigator – 20261102 Taiwan Research 9

Industry updateMORE

Date/ Industry / Title Industry Title Analyst Ticker / Company Click
2026-11-04 / Semiconductor Testing interface sector: TPU supply chain takes shape; growth drivers shift among test board suppliers Analyst:Serena Hsu、Felix Pan / KSMT(6683)、CHPT(6510)  Semiconductor Testing interface sector: TPU supply chain takes shape; growth drivers shift among test board suppliers Serena Hsu、Felix Pan KSMT(6683)、CHPT(6510) 5
2026-11-03 / Electronics IT Hardware: Top-five US CSPs’ 2027F capex to top US$1.2tn Analyst:Angela Hsiang、Alex Yu / Wistron(3231)、Jentech(3653)、EMC(2383)、Wiwynn(6669)、AVC(3017)、(DELL US)、Chenbro(8210)、King Slide(2059)、GCE(2368)、QCI(2382)、(VRT US)、Hon Hai(2317)、Accton(2345)、DELTA(2308)、Fositek(6805)  Electronics IT Hardware: Top-five US CSPs’ 2027F capex to top US$1.2tn Angela Hsiang、Alex Yu Wistron(3231)、Jentech(3653)、EMC(2383)、Wiwynn(6669)、AVC(3017)、(DELL US)、Chenbro(8210)、King Slide(2059)、GCE(2368)、QCI(2382)、(VRT US)、Hon Hai(2317)、Accton(2345)、DELTA(2308)、Fositek(6805) 10
2026-10-22 / Electronics PCB sector: TPCA Show – AI-driven heterogeneous integration pushes PCB specification upgrades to new heights Analyst:Jack Lin / COMPEQ(2313)、Flexium(6269)、TAIFLEX(8039)、N.P.C(8046)、ITEQ(6213)、GCE(2368)、Topoint(8021)、EMC(2383)、ZDT(4958)、Kinsus(3189)、TUC(6274)、Co-Tech(8358)  Electronics PCB sector: TPCA Show – AI-driven heterogeneous integration pushes PCB specification upgrades to new heights Jack Lin COMPEQ(2313)、Flexium(6269)、TAIFLEX(8039)、N.P.C(8046)、ITEQ(6213)、GCE(2368)、Topoint(8021)、EMC(2383)、ZDT(4958)、Kinsus(3189)、TUC(6274)、Co-Tech(8358) 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) 6

Company updateMORE

Date/ Title Title Analyst Ticker / Company Click
2026-11-07 / Industry Wiwynn (6669 TT): 3Q26 margins beat; we expect stronger 4Q26-1Q27F sales Analyst:Angela Hsiang / Wiwynn(6669)  Wiwynn (6669 TT): 3Q26 margins beat; we expect stronger 4Q26-1Q27F sales Angela Hsiang Wiwynn(6669) 1
2026-11-07 / Industry Catcher Technology (2474 TT): AI server mechanical parts the key 2027F earnings driver Analyst:Angela Hsiang / Catcher(2474)  Catcher Technology (2474 TT): AI server mechanical parts the key 2027F earnings driver Angela Hsiang Catcher(2474) 1
2026-11-06 / Industry ITEQ Corp. (6213 TT): Steady pricing tailwinds to propel record 4Q26F earnings Analyst:Jack Lin / ITEQ(6213)  ITEQ Corp. (6213 TT): Steady pricing tailwinds to propel record 4Q26F earnings Jack Lin ITEQ(6213) 1
2026-11-06 / Industry Chenbro Micom (8210 TT): Product transition to hinder near-term sales & margins Analyst:Alex Yu、Angela Hsiang / Chenbro(8210)  Chenbro Micom (8210 TT): Product transition to hinder near-term sales & margins Alex Yu、Angela Hsiang Chenbro(8210) 1
2026-11-06 / Industry Phison Electronics (8299 TT): Server segment transformation better than expected Analyst:Hanhsuan Shen、Vera Wang、Felix Pan / Phison(8299)  Phison Electronics (8299 TT): Server segment transformation better than expected Hanhsuan Shen、Vera Wang、Felix Pan Phison(8299) 1

Overseas market strategyMORE

Date/ Category / Title Country Category Title Analyst Ticker / Company Click
2026-11-05 / Strategy Quantitative perspectives on US equities: We prefer the energy, materials, industrials, healthcare & information technology sectors Analyst:Carl Liu、Karen Yu、David Huang /   USA Strategy Quantitative perspectives on US equities: We prefer the energy, materials, industrials, healthcare & information technology sectors Carl Liu、Karen Yu、David Huang 2
2026-10-29 / Economics US Economy: October FOMC meeting: Interest rate unchanged despite some Fed officials calling for more aggressive hikes Analyst:David Huang、Frank Tsai /   USA Economics US Economy: October FOMC meeting: Interest rate unchanged despite some Fed officials calling for more aggressive hikes David Huang、Frank Tsai 2
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

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

密碼變更提醒

為保障您的使用安全，請您定期更換密碼。

2017 KGI Securities Co.,Ltd. All Rights Reserved.

  • Research Information
    • Advance Search
    • Market strategy
    • Industry update
    • Company update
    • Overseas market strategy
    • Overseas industry update
    • Overseas company update
  • Member Center
    • Change Password
    • Subscription