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Airbus飛機交付量在上半年上升2%

Reported 12 months ago

據消息人士透露,空中客車在6月份交付了大約67架飛機,將上半年的總交付量提高至約323架,較去年同期增加2%。在供應鏈問題影響下,空中客車上週將全年交付預測從800架削減至770架,預計7月8日公佈月度和半年數據前,未發表評論。

Source: YAHOO

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U.S. Court Supports Biden's Student Loan Repayment Plan

Reported 12 months ago

A U.S. federal appeals court has ruled in favor of a White House debt relief plan proposed by President Biden, allowing a part of the 'Saving on a Valuable Education' (SAVE) plan to proceed. This plan includes capping monthly student loan payments at 5% of discretionary income and reducing payments to zero for those earning under $32,800. Despite ongoing legal challenges, the plan has provided $4.8 billion in debt relief to 360,000 Americans by April, with $167 billion forgiven since Biden took office for 4.75 million borrowers.

Source: YAHOO

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Dow Jones Gains As AI Stock Nvidia Fights Back; Tesla Jumps After This Elon Musk Boast (Live Coverage)

Reported 12 months ago

Writing summary...

Source: INVESTORS

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US Stocks Rise as Bond Yields Surge in Second Half Kickoff of 2024

Reported 12 months ago

US stocks opened the second half of 2024 with gains despite surging bond yields, with the S&P 500 and Nasdaq Composite finishing the first half with strong increases. Tech stocks and investor confidence in a potential Federal Reserve interest rate cut are driving the market. Concerns arise over market concentration as a select few stocks push record highs. Rising bond yields are attributed to the US election outlook and uncertainty following right-wing leads in European elections. The 10-year Treasury yield rose to 4.469%. Eyes are on the upcoming jobs report for insight into future monetary policy, with economists predicting a moderation in job growth from May.

Source: YAHOO

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2024 Digital Application Week to Kick Off Online on 7/30

Reported 12 months ago

The annual event '2024 Digital Application Week' in the information service industry will take place from July 30 (Tuesday) to August 2 (Friday) with 13 online forums featuring nearly a hundred industry giants discussing global digital technology trends. The event, themed 'Smart Taiwan, Sustainable New Life', is organized by the Digital Development Department, ASOCIO, and supported by various government bodies to promote Taiwan's digital economy development and sustainability through innovative solutions and technologies. Topics such as IoT, big data, AI, sustainability, and digital transformation will be explored, aiming to enhance Taiwan's digital competitiveness and create a smarter and sustainable future.

Source: YAHOO

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Taiwan Steel Glitzy Star's Revenue Expected to Surpass 1 Billion in H1 with Successful Charter Flight Strategy

Reported 12 months ago

Taiwan Steel Glitzy Star (2719) has achieved success in operating charter flights and will launch direct charter flights from Taoyuan to Phuket in Thailand, Akita and Kochi in Japan, significantly increasing revenue. With the successful charter flight strategy, Taiwan Steel Glitzy Star is expected to surpass 1 billion in revenue in the first half of this year, setting a new annual revenue record for nearly five years. The company's revenue for the first five months of the year reached 876 million yuan, a year-on-year increase of 249%. By offering promotions, the company effectively boosted its revenue performance. The company's average monthly revenue for the first five months was about 150 million yuan, with analysts estimating that the accumulated revenue for the first half of the year will exceed 1 billion yuan, surpassing the annual revenue record since 2019.

Source: YAHOO

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Taiwan's NCC requires spectrum to be compensated

Reported 12 months ago

The National Communications Commission (NCC) has demanded that Taiwan Mobile return 10MHz of excess spectrum by June 30 following its merger with Taiwan Star. However, as of July 1, the NCC has not received the requested return. Taiwan Mobile argues that post-auction spectrum is private property and if the government wants to reclaim it, compensation should be provided. Legal proceedings are ongoing between Taiwan Mobile and the NCC, with potential fines looming if the excess spectrum is not returned. Far EasTone has already complied with the NCC's requirements regarding excess spectrum, while Taiwan Mobile's requests for deadline extensions have been rejected. NCC emphasizes the importance of compliance and the consequences for non-compliance.

Source: YAHOO

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US Presidential Election Beneficiary and Strong US Dollar Continues: Foreign Banks

Reported 12 months ago

Foreign banks analyze that US stocks and bonds typically perform well in election years, with four possible election outcomes having different impacts on financial markets. Trump's performance in the first debate has led to speculation that he has an advantage. Different scenarios, such as Trump's victory with a divided Congress or Republicans controlling both houses, could affect US stocks, bonds, the dollar, and oil prices. Despite early advantages for Trump due to concerns over Biden's age, Biden may have an edge if he can avoid economic recession before the election. Various election results may have implications for the financial markets, and it is essential to monitor economic cycles and any unforeseen market conditions.

Source: YAHOO

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Financial Stocks Turn Red as Ex-Dividend Season Warms Up

Reported 12 months ago

As July begins, the ex-dividend season started in the Taiwanese stock market, with financial stocks leading the way. Stocks like Cathay Financial Holding (2882) and Yuanta Financial Holding (2883) reported positive outcomes on the first day of ex-dividend, propelling them towards their dividend payment paths. This movement attracted diverse funds into the market. While certain stocks saw a rise before the ex-dividend date, most remained in a discount situation, with only around 40% filling the dividend gap. Advice was given to sell such stocks before the ex-dividend date and wait for the post-dividend period to invest. Recent uptrends in financial stocks were influenced by both the ex-dividend factor and positive performances in debates around the US Presidential election, where Trump's policies, including support for Wall Street deregulation, gained attention. Buffet's increased interest in financial stocks added to the trend of shifting funds from technology stocks to non-tech sectors like finance. Analysts expressed optimism for an economic recovery not being hindered by the pandemic, with potential for improving conditions in the latter half of the year.

Source: YAHOO

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World Advanced in Post-Market: Three Upsides in Industry

Reported 12 months ago

Taipei - World Advanced, a mature process wafer foundry, recently hit its second consecutive trading limit, drawing market attention with its rare strong performance. Industry executives attribute this to a reduced price competition from mainland factories, the long-term competitiveness enhancement brought by the 12-inch plant construction, and support from TSMC Group. Positive resources are expected to flow into the mature process field, leading market insiders to be optimistic about World Advanced's second quarter and continuous business recovery in the second half of the year.

Source: YAHOO

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Danen incurs losses in May, erasing first-quarter profits

Reported 12 months ago

Danen (3686) recently disclosed a loss of 0.02 yuan per share after being required to report May financial performance, completely offsetting the EPS of 0.01 from the first quarter of the year. Transitioning from solar long crystal production to solar system development and memory trading, Danen rode the green energy trend with its stock price skyrocketing. The company's revenue in May increased by 157.89% year-on-year, but the monthly profit remained negative at 0.02 yuan per share. Seeking a smooth transition, Danen relies on short-term electronic material trading, including memory chips and DIMMs, to sustain operations while targeting a future shift towards green energy, particularly in solar energy, to explore new opportunities in carbon reduction industries.

Source: YAHOO

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Seizing Summer Beverage Business Opportunities: Food Factories Launch New Products to Boost Performance

Reported 12 months ago

Starting in July, entering the peak season for summer beverage sales during summer vacation, various food factories like Uni-President, Wei Chuan, President Chain Store (PCSC), and Black Diamond have seen their stock prices rise as they introduce new products to grab market share. For example, Uni-President has begun selling imported fresh milk ahead of the removal of import tariffs next year, while Wei Chuan introduced premium cheese and yogurt products to boost summer sales. The article discusses the strategies of these companies and the competitive landscape in the fresh milk and beverage market during the summer season.

Source: YAHOO

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Thai Car Production Leads ASEAN, Embracing Electric Vehicles

Reported 12 months ago

Thailand's automobile production has been gradually recovering since the impact of COVID-19, with 2023 output reaching 1.835 million vehicles, accounting for 43% of the total ASEAN production and securing the top spot in ASEAN. Despite this, car sales in Thailand have not seen a proportional increase due to economic slowdown and tightened car loan policies. To boost the market, the Thai government has actively introduced subsidies for electric vehicles, aiming to become a major hub for EV production in ASEAN by 2025.

Source: YAHOO

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Banking and e-payment Competitions Heat Up during Summer Holiday Travel Season

Reported 12 months ago

In anticipation of the summer holiday travel rush, banks and e-payment platforms in Taiwan are rolling out new tools and incentives to attract customers. Keelung Bank launched the first dual-currency mileage card in Taiwan, offering choices in yen, dollars, and euros. Meanwhile, JKOPay announced the launch of the TWQR 'shopping' feature, allowing users to make payments at TWQR merchants using the app. With unique features like the ability to accumulate miles and exchange points for various benefits, Keelung Bank aims to target high-spending customers. The competition intensifies as other institutions focus on cashback rewards, setting the stage for a competitive summer season.

Source: YAHOO

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National Banks Reach 7.5 Trillion in Loans to Six Core Industries, Exceeding 81% of Target

Reported 12 months ago

On July 1, 2024, National banks accelerated their loans to six core strategic industries, with loan balances reaching NT$7.52 trillion by the end of May, an increase of NT$286.2 billion since the beginning of the year, surpassing 81.78% of the third-phase growth target of NT$350 billion. The top three industries receiving the most new loans are civilian and national defense industries, cybersecurity industries, and national defense and strategic industries, with the top five increased loaners being state-owned banks like Bank of Taiwan, Land Bank of Taiwan, Hua Nan Commercial Bank, First Bank, and Mega International Commercial Bank. The increase in loans is attributed to factors such as the government's energy transition policy and the demand for artificial intelligence and high-speed computing equipment.

Source: YAHOO

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Security Industry Actively Layout Green Energy Services

Reported 12 months ago

Yuan Yanshou/Taipei reported on July 1, 2024, at 4:10 pm, domestic electric vehicle sales continue to grow, providing green energy services and ESG management becoming new business opportunities for the security industry. Zhongbao Technology (9917) has launched zero-carbon building services focusing on wind and solar green roofs, energy storage, and community smart charging. New Light Security (9925) offers a one-stop new energy solution to attract customers. Yunchen (2390) reinvested in Huachen Security to launch the 'Community Charging Pile Installation Project.' In response to the green energy market, Zhongbao Technology has introduced the 'Zhongbao Star Power' service, which provides smart electric vehicle charging services for community buildings, helping communities with vehicle electrification infrastructure issues by integrating fire monitoring systems. Regarding the 2040 full electrification policy for new vehicle sales, Newbao pointed out that they will establish a charging pile management platform, providing a one-stop new energy solution including data servers, electric vehicle charging piles, and electric vehicle fire blankets for construction, leasing, and property insurance. Newbao's charging pile management platform service is suitable for places such as offices, shopping malls, parking lots, and residences. Huachen Security's project provides the establishment of a parking lot fire alarm system service, monitored 24 hours by the control center, and equipped with dedicated fire blankets for electric vehicles, addressing two major concerns of community financial burden and safety issues. In addition, Huachen Security has introduced Energy Management System (EMS) from Enern, and through a one-stop community charging installation service, meets the charging needs of the community from the management committee's establishment to resident charging stage.

Source: YAHOO

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Huawei Insurance Implements TCFD and Receives Highest Level Certification from BSI

Reported 12 months ago

In response to the government's 2050 net zero carbon emission policy, Huawei Insurance autonomously adopted the Task Force on Climate-related Financial Disclosures (TCFD) by the Financial Stability Board (FSB) since 2022. They released 'Climate-related Financial Disclosure Reports' based on the TCFD framework and underwent TCFD compliance audits by the Huawei Financial Group for two consecutive years, achieving the highest level of certification, 'Level 5+: Excellence,' from the British Standards Institution (BSI). This demonstrates their strong commitment to corporate sustainability. With increasing global warming and extreme weather threats, focus on climate change has become a major trend across industries. Huawei Insurance aims to enhance transparency, strengthen communication with stakeholders, and advance towards sustainable development by disclosing financial information related to climate change and incorporating ESG sustainable development and carbon reduction plans into their operational strategies, including green investments, green technology, green insurance products, and initiatives for a low-carbon transformation.

Source: YAHOO

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EU Identifies Chinese Red Algalitol for High Tariffs Up to 294%

Reported 12 months ago

On July 1, 2024, the EU announced a provisional tariff of 51.8% to 294% on red algalitol products originally from China in response to an anti-dumping investigation. While the final decision will be disclosed on July 20, companies like Three Squirrels have seen the initiation of these tariffs. Recent findings reveal proposed tariffs ranging from 51.8% to 294% on companies like Beneo and Sanxiao Biotechnology. Both companies have responded differently with Beneo accepting the decision while Sanxiao Biotechnology plans to appeal. Despite the impact on their shares, their export proportions differ, influencing their reactions and future evaluations.

Source: YAHOO

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Aiming for Hydrogen Energy and Cogeneration, Greater Taipei Gas Transitions to New Energy Sources

Reported 12 months ago

During the 60th-anniversary celebration of Greater Taipei Gas on July 1, 2024, Chairman Wu Dongjin announced plans to expand the promotion of new energy applications, including seismic disaster prevention, support for hydrogen energy development, cogeneration systems, and energy conservation and carbon reduction in medical institutions. The company aims to support the government's goal of achieving net-zero carbon emissions by 2050 and emphasized the importance of government support in developing hydrogen energy, citing South Korea as a model to follow with its hydrogen economy development legislation and infrastructure. Taiwan's gas companies can convert natural gas to hydrogen, potentially leading the way in establishing hydrogen refueling stations. Greater Taipei Gas showcased a hydrogen bus costing 20 million NT dollars at the event, capable of running 400 kilometers with a 5-minute refueling, demonstrating efficiency in hydrogen energy utilization.

Source: YAHOO

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China Trust Volunteers and Children Enjoy Inclusion Camp

Reported 12 months ago

China Trust Charitable Foundation held the 'Academic Support Inclusion Camp' on June 29 in collaboration with the Ministry of Health and Welfare North Children's Home, where nearly 150 China Trust volunteers and children from the home gathered at the National Museum of Marine Science and Technology for real-life puzzle activities. The event also included a graduation ceremony for ten sixth-grade students, reminiscing about the past six years of weekly companionship. Since 2005, the China Trust Charitable Foundation has recruited employees to join volunteer groups, providing services in various institutions throughout the year. This year's summer camp aimed to encourage teamwork and stimulate imagination through activities like 'Little King's Rescue Adventure'. The day concluded with a heartwarming graduation ceremony for the children, highlighting the dedication of China Trust volunteers who have been supporting and accompanying them for 19 years, with a total of 2,992 sessions and over 11.4 million participants, accumulating over 176,000 service hours in 20 years.

Source: YAHOO

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Manufacturing PMI Index for June: Taiwan and Japan Disappointed, South Korea Impressive

Reported 12 months ago

Taiwan, Japan, and South Korea released their manufacturing PMI for June simultaneously. Taiwan's performance was decent but showed a slight decline from May, while Japan's PMI fell due to weak market demand and rising production costs, resulting in zero growth in June. In contrast, South Korea's manufacturing PMI was impressive, reaching a high point not seen since April 2022, reflecting a continuous acceleration in growth. Taiwan's PMI showed expansion in new orders, production, employment, and supplier delivery time, but inventory continued to contract. Notably, issues such as container shortages led to a contraction in the backlog of orders index. Overall, Taiwan's transportation industry faced challenges due to the impact of the US-China trade tensions, affecting component procurement policies. On the non-manufacturing side, Taiwan saw growth in the index due to a vibrant stock market. Japan's manufacturing production index hit a 13-month high in June, while new orders fell, especially in the automobile and semiconductor sectors, reflecting weak market demand. South Korea, on the other hand, achieved growth in new orders for three consecutive months, reaching a high not seen since February 2022.

Source: YAHOO

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First Fund Quant of Japan Fund Flexibly Select Stocks Through Human-Machine Collaboration

Reported 12 months ago

In the first half of 2024, after experiencing a battle between Taiwan stock ETFs, bond funds, and multi-asset funds, a new wave of fundraising frenzy began in mid-year, with a focus on Japan-related themes. In response, First Fund Investment is launching the First Fund Quant of Japan Fund, the first Japan fund this year to combine a quantitative model with active manager operation. With dual quantitative models and manager operations, the fund adopts a flexible stock selection approach with no restrictions on large or small-cap stocks, allowing for more agile industry switching. Expected to open for subscriptions at the end of August.

Source: YAHOO

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Following FSC's Three Policies, Tsai Chen-yu Returns to Taiwan with Funds

Reported 12 months ago

According to sources on July 1, 2024, with an intention to re-enter Taiwan's financial market after more than a decade, Tsai Chen-yu, the third son of the Lin Yuan family, saw opportunities in the FSC's three major policies: encouraging financial consolidation, attracting funds for investment in Taiwan, and enhancing bank competitiveness. Tsai's unique approach in expressing interest to purchase a 40% stake in Carrefour Taiwan caught the attention of the market. His return with significant funding aims to comply with the FSC's goals and to reinforce his banking operations philosophy.

Source: YAHOO

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China's Electric Vehicle Sales Shine in June

Reported 12 months ago

On July 1, several Chinese electric vehicle manufacturers reported their June sales figures, with BYD leading the pack with a 35.02% year-on-year increase to 340,000 units. Analysts predict continued strength in the second half of the year, with smaller manufacturers gradually exiting and an improved supply-demand landscape. Other notable performers included SAIC Group and Ideal Automobile. Tesla China's latest sales data is still awaited. Ideal Automobile secured a leading position among US-listed EV giants, surpassing Nio and Xpeng in June deliveries. Xiaomi's EV division also performed well, expecting to surpass 10,000 deliveries in July. Overall, the market outlook remains positive for domestic demand in China's EV sector with potential accelerated overseas demand by 2025.

Source: YAHOO

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Labor Department North Division Leads High School Students in Career Exploration

Reported 12 months ago

In response to industry trends and the importance of rooting smart technology foundations, the Labor Department's North Division led 74 students from Keelung Municipal Anle High School on a visit to the Wugu IoT Maker Base and YS Youth Career Development Center. The students participated in hands-on experiences, discussions on AI with the Chung Yuan Christian University AI Orchestra director, and various career exploration activities. These experiences aimed to inspire creative thinking and provide a more concrete direction for future learning and career planning, focusing on the significance of makers and innovators in today's society.

Source: YAHOO

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