Reported about 1 year ago
Morgan Stanley becomes the first foreign brokerage firm to conduct fundamental research on Taiwan's electrical industry, attracting international institutional funds. Their analysis highlights the bright prospects of Taiwan's electrical sector, with a focus on the growing demand for transformers due to factors like AI technology and the US power grid replacement needs. Favorable government investments in strengthening the power grid system further support the industry outlook, with Taiwan positioned well in the global electrical equipment demand, leading to a potential re-evaluation opportunity for the sector.
Source: YAHOO