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Advancing Digital Transformation Opportunities by Getac

Reported about 1 year ago

Wong Yu-lan/ Taipei Report, June 30, 2024, 4:10 PM: Getac, a subsidiary of Getac Technology under Shin Kong Investment Control (3005), continues to enhance its rugged computer product line solutions aimed at industries like defense, public utilities, manufacturing, and oil & gas industries by introducing new rugged tablets with integrated or independent GPUs for improved processing power and graphic computing. Due to the steady growth in the rugged computer business and the recovery in the PC industry, Getac's combined revenue for the first five months of the year has reached NT$14.605 billion, a year-on-year increase of over 6%. The company's chairman, Huang Ming-han, emphasized the importance of meeting the increasing digital application requirements in various work environments for professionals in traditional industries undergoing digital transformation. Getac has launched new products like the Getac F110 and K120 equipped with Intel's 13th Gen Core i5/i7 processors, Intel UHD GPU, Iris Xe GPU, and advanced features like 1,200 nits screen, Wi-Fi 6E AX211, dual SIM card design with eSIM technology for 4G/5G connectivity. The company also introduced the industry's first rugged AI laptop in the second quarter, with plans to incorporate AI computing into new CPU products, aiming to have AI-enabled rugged computer products account for 50% of sales by the fourth quarter of this year and 50% by next year. Betting on the growth of AI PC themes to stimulate market demand for rugged computers and PC industries, Getac's optimistic outlook targets a growth rate of 7-12% and plans to continue advancing its operations, as reported by Commercial Times.

Source: YAHOO

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Pouyuenji - From Shoe Manufacturing to Brand Service by Cai Minglun

Reported about 1 year ago

On June 30, 2024, at 4:10 PM, Cai Minglun, the general manager of Pouyuenji, started from the shoe industry and expanded to the POUYUENJI HILLS park in Sanyi, demonstrating a different business model. For Cai Minglun, the focus on efficiency and brand service in the previous shoe manufacturing industry is retained in the new brand service industry, with changes in customer groups. The park's 'PLAY KITCHEN' designed by New York artist Xavier Donnelly showcases colorful English letters inspired by the scenery of POUYUENJI HILLS park. The park, developed over four years by a team led by Cai Minglun and consultants worldwide, reflects Pouyuenji's love for tea and pursuit of quality living. Pouyuenji also opened its first brand flagship store in Kyoto, Japan, and collaborated with world-renowned vegetarian chef Alain Passard, aiming to expand internationally with cities like Tokyo, Paris, and London being considered for future locations.

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Focus on the Warrant Market - Kuang-Yun Smart Manufacturing and Cooling Solutions Thrive

Reported about 1 year ago

According to a report from Taipei by Peng Wei-Lin on June 30, 2024, Kuang-Yun (6125) has attracted investors' attention due to the active promotion of automation manufacturing and cooling topics by NVIDIA. Kuang-Yun has a full order book in various areas such as smart warehouse logistics equipment, production line equipment, and public infrastructure, with operations in Thailand and Vietnam. Expected revenue growth in 2024 as demand for intelligent automation from domestic customers rises, including smart logistics centers, smart manufacturing in factories, high-density warehouse logistics, and government public engineering equipment systems. Actively developing liquid cooling technology under the demand for NVIDIA's GB 200 server cabinet cooling, Kuang-Yun also offers customized open rack solutions and cabinet water cooling installations. * [Warrant investment involves risks, the information provided is for reference only and not an invitation, solicitation, or any form of advice or recommendation. Readers are advised to exercise caution.]

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Brexit Aftermath in the UK

Reported about 1 year ago

Since the UK's departure from the EU in 2020, their reliance on fresh fruits and vegetables from the EU has not decreased, resulting in higher costs for UK consumers and small businesses. The UK has recently started border checks on fresh food imports from the EU, leading to reduced choices, potential price increases, and concerns over food waste. The UK government argues that these measures ensure biosecurity and will be implemented in a phased manner, primarily targeting high-risk goods such as live animals. However, organizations warn that the additional bureaucratic procedures could significantly increase costs and inflate food prices, posing a threat to small businesses.

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July New Regulations Overview

Reported about 1 year ago

Starting in July, several new regulations will be implemented, including the 'Property Hoarding Tax 2.0' affecting over 1.2 million taxpayers, measures to stabilize prices and reduce taxes, exemptions of import taxes on soybeans, wheat, and corn, setting a cap on electricity fees for rented properties, and the return of medical insurance products based on actual expenses with no retrospective effect. The report compiles relevant information for readers. For more news, visit the Commercial Times website.

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Advancing New Southbound with Smart Medical and Smart Meter Startups

Reported about 1 year ago

Many Taiwan startups are expanding overseas and venturing into the New Southbound market to broaden their horizons. Companies like the smart medical industry player, JITRI Biomedical, are actively expanding globally, centering their operations in Singapore and branching out to Malaysia and Thailand. Similarly, communication technology company, UCOTech, regards ASEAN as a crucial market and collaborates with local utilities. JITRI Biomedical, established in 2020, developed VR and MR smart medical systems to convert existing CT and MRI images into cloud-based 3D medical images. With aspirations to establish overseas presence next year, JITRI is eyeing collaboration or subsidiary establishment abroad, especially in the ASEAN market, aiming to be Taiwan's first exporter of smart medical standards. The company looks to the policy led by Minister of Economic Affairs, Kung Ming-hsin, in aiding Taiwanese businesses in overseas expansions. Partnering with Chunghwa Telecom and Microsoft, JITRI hopes for collaborations with major local enterprises in Southeast Asia. As a Taiwan Power Company supplier, UCOTech originated in communication technology and is now the largest smart meter manufacturer in Taiwan. Lin Yu-chun, Head of Corporate Marketing and PR at UCOTech, mentions that Southeast Asian governments actively seek them through local partners to establish operations in countries like Malaysia, Thailand, Indonesia, and Vietnam, which operate similarly to local power companies by meeting government demands for installations.

Source: YAHOO

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Continuously Learning Management Wisdom...Wang Yuchao Reads a Book Every Two Weeks and Finds the Golden House

Reported about 1 year ago

Wang Yuchao, the chairman and general manager of Rayo, has adjusted to his new role due to an injury to the honorary chairman Wang Benran, where he now balances his time between work, clients, and family in Taiwan and the US. Despite the hectic schedule, Wang remains committed to reading, finding insights in books on management, finance, and career planning. He emphasizes the importance of family and work-life balance, aiming to create better systems for spending time with loved ones while running Rayo with a focus on craftsmanship and customer service.

Source: YAHOO

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Far Eastern Department Store Cares for Rural Students with 15 Consecutive Years of Christmas Charity Lighting

Reported about 1 year ago

Far Eastern Department Store holds Christmas celebration activities at all its stores across Taiwan annually. For 15 consecutive years, the Tainan Far Eastern Department Store has organized the 'Love Sharing - Love Christmas Charity Lighting' event, inviting rural students to celebrate Christmas together. With around 3,500 students from 77 elementary schools in 24 districts of Tainan invited, each child receives new sports shoes, stationery, water bottles, and more as Christmas gifts. The department store also arranges exciting day trips for 200 children, providing them with educational and entertaining experiences, aiming to create beautiful travel memories for the kids. Furthermore, the event includes a writing and drawing contest to encourage students to document their positive experiences and feelings, with top performers receiving awards and Far Eastern Department Store vouchers. The store's continuous effort over 15 years in supporting rural students through this impactful charity event has facilitated the collection of over 20,000 love gifts for the children in need.

Source: YAHOO

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Taiwan Stock ETFs outperform Market in First Half of the Year

Reported about 1 year ago

In the first half of the year, the Taiwan stock market rose by 28.4%. Among the prototype ETFs, 18 outperformed the market, with the top ten delivering returns ranging from 37.3% to 48.7%, all of which are high-yield ETFs. Analysts expect the Taiwan stock market to receive a boost in July from cash dividends as listed companies begin distributing them. Semiconductor supply chain performance signals a positive outlook for the rest of the year, with related ETFs potentially continuing their upward trend. Various ETFs achieved returns of 28.6% or higher, showing promise for the second half of the year.

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Experts Fax - Major Construction Requires Special Laws to Enhance Competitiveness

Reported about 1 year ago

Gong Xiangsheng, Director of the Taipei Civil Engineering Technician Association, emphasized the urgent need for Taiwan to promptly enact the 'Infrastructure Construction Law' or 'Civil Construction Law' to institutionalize the national infrastructure promotion process. Despite Taiwan ranking 8th in the 2024 IMD World Competitiveness Yearbook, its 'Basic Infrastructure' sub-index remains a critical area for improvement, highlighting the necessity for specialized legislation to ensure proper management and regulation of major construction projects and avoid the politicization of public infrastructure development. The establishment of a regulatory framework with licensing requirements and documentation retention for all major projects is suggested to enhance efficiency and ensure sustainable development.

Source: YAHOO

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Dafang Electronics Wins Top Award in Health Promotion Category for Employee Well-being and Work-life Balance

Reported about 1 year ago

The Asia Responsible Enterprise Award (AREA) announced the winners, with Dafang Electronics receiving the highest honor in the health promotion category for its excellent employee care and sustainable development strategies that promote employee well-being and work-life balance under the theme 'Health Sustainability, Happiness on the Go'. The chairman, Su Kaijian, emphasized the importance of healthy employees for the company's sustainable development and outlined initiatives including childcare subsidies, stock trust plans, health check-ups, counseling services, gym access, and healthy meal subsidies to ensure employees can enjoy a healthy lifestyle while working. Dafang Electronics is committed to creating a supportive workplace environment that fosters individual growth and will continue to enhance employee welfare and sustainable competitiveness through ESG practices.

Source: YAHOO

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Bright and Double Star Warrants Shine

Reported about 1 year ago

As the NVIDIA AI server GB 200 is set to launch in the second half of 2024, Qisda (3017) and Wistron (3324) are highly favored for their cooling technologies. Foreign investors believe that both companies have strong revenue performances, with the potential for their stock prices to surpass the thousand mark. Qisda is a supplier for the NVIDIA GB 200 server and the sole supplier of water-cooled boards for the Switch Tray, securing orders steadily. With increased shipments of 3D VC products and optimized product portfolios, Qisda is expected to see an EPS of up to 5 yuan in the second quarter. Meanwhile, Wistron's revenue is set to expand further with strong demand for water-cooled products in the second half of the year as server shipments rise, along with an increase in unit prices for cooling modules, resulting in growth in both revenue and profits each quarter.

Source: YAHOO

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Super Qin Enterprise Develops Smart Agricultural Technology with Fruitful Achievements

Reported about 1 year ago

The Taipei International Food Expo recently ended with Super Qin Enterprise focusing on the development of agricultural technology, showcasing smart agricultural systems and AI smart manufacturing systems. The company has won several awards for its innovative AI technology in poultry farming, utilizing AI for decision-making platforms to significantly enhance production and management efficiency from the farm to the table. Super Qin strives for balanced development in agricultural technology and environmental sustainability, initiating AI 2.0 planning to lead Taiwan's poultry industry towards a smart, low-carbon, and green transformation for a better future.

Source: YAHOO

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Taiwan Bank: Three Factors to Maintain Bullish Gold Price

Reported about 1 year ago

According to Taiwan Bank, as of June 30, 2024, the international gold price in the second quarter hit a historical high of $2,449.89 per ounce, but with the US Federal Reserve delaying interest rate cuts, the price has been hovering around $2,300 in June. Three factors, including the Fed's interest rate cuts, the demand for gold purchases by multiple central banks, and traditional year-end demand, are expected to keep the gold price bullish. Despite recent profit-taking pressure due to the US economy showing resilience and potential Fed interest rate delays, overall outlook remains favorable for a bullish gold price trend with limited downside potential. Several banks have raised their future gold price forecasts, with Standard Chartered Bank projecting gold prices to rise to $2,450 per ounce. Expectations for strong official sector demand, G7 countries starting an interest rate cut cycle, and ongoing support from central bank gold purchases, especially in China and India for jewelry and currency substitution demand, are factors contributing to the positive outlook.

Source: YAHOO

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Jan-Joris Louwerier Appointed as the New General Manager of Allianz Taiwan Life

Reported about 1 year ago

Allianz Taiwan Life, a subsidiary of Germany's Allianz Group, announced on June 28 that Jan-Joris Louwerier will be appointed as the new general manager starting August 1, replacing Lin Shun-tsai, who served for 11 years. Louwerier, with over 22 years of experience in insurance and financial services, will bring his expertise in product marketing, business operations, information technology, risk management, digital transformation, and mergers and acquisitions to lead Allianz Taiwan Life. He aims to continue driving business growth. Lin Shun-tsai, a Fellow of the Society of Actuaries, led the company to become a leading brand in the domestic investment-linked insurance market. Allianz Taiwan Life held a 18.8% market share in investment-type insurance total premium income in May 2024, maintaining its top position in the industry. With Louwerier at the helm, the focus will remain on deepening roots in the Taiwanese insurance market, expanding sales channels, advancing digital transformation, meeting diverse customer needs, and delivering quality service to continue on the path of becoming the most recommended and trusted life insurance company.

Source: YAHOO

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Eight Years of New Southbound Policy: Health Industry Becomes the New Focus

Reported about 1 year ago

Under the global supply chain restructuring due to geopolitical and economic conditions in June 30, 2024, the Ministry of Economy in Taiwan actively promoted the New Southbound Policy for eight years, leading to nearly a 60% increase in Taiwan's trade volume with New Southbound countries. Emphasizing cross-industry integration and expanding sales, the ministry aims to elevate the national industry image with a special focus on the health industry, aiming to integrate Taiwan with markets of New Southbound countries. The policy continues to be a key direction post-government change, with a focus on bringing Taiwanese businesses overseas, particularly in Southeast Asia. The approach includes integrating industries, highlighting the health industry, and leveraging Taiwan's strengths in advanced medical technologies and smart healthcare solutions to create a mutually beneficial market with New Southbound nations.

Source: YAHOO

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Rise in Demand for Cooling Solutions Boosts Tai Solitaire's Operations Quarterly

Reported about 1 year ago

Tai Solitaire (3338), a prominent company in the field of cooling solutions, has been actively expanding its presence in the server cooling sector, aiming to become a comprehensive provider of AI cooling solutions. With its innovative products such as water-cooled plates, Tai Solitaire has seen a significant increase in shipments and revenue, with a focus on partnerships in various industries. The company's short-term goal is to perfect its cooling products, while its long-term goal is to establish itself as a leading provider of AI cooling solutions. By utilizing aluminum materials alongside copper, Tai Solitaire stands out in the competitive market of cooling solutions, catering not only to servers but also to automotive and consumer electronics sectors.

Source: YAHOO

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First Grand Landmark in Taichung with Six Innovations

Reported about 1 year ago

On June 30, 2024, the first international development company is constructing the D-ONE, with a floor area of approximately 185,400 square meters, making it Taiwan's largest international shopping center. It features six innovations including a 20,000-square-meter landscape green space, a luxury avenue, versatile spatial design, a 24-hour city, the largest food and beverage world, and an unprecedented complex. Scheduled to open in late 2026, it will become a new highlight in Taichung, offering unique outdoor spaces, a grand luxury avenue, and diverse entertainment facilities, integrating a shopping mall with a five-star hotel, business building, conference center, exhibition center, theater, and art museum, making it an unparalleled complex in Taiwan.

Source: YAHOO

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Democratic Party in the U.S. Considers Biden Replacement

Reported about 1 year ago

Following President Biden's poor performance in the recent televised debate, there is speculation within the Democratic Party about a potential leadership change. The most likely candidates to replace Biden are Vice President Kamala Harris and California Governor Newsom. However, First Lady Jill Biden has expressed full support for her husband, stating that they will not let a 90-minute debate define the past four years of presidency. The possibility of replacing Biden is being discussed despite Jill Biden's reassurances.

Source: YAHOO

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Institutional Investors: Keep an Eye on Four Types of Stocks in the US Market

Reported about 1 year ago

According to analysts, besides AI stocks, institutional investors suggest keeping an eye on four types of stocks in the US market. These include investments in global hydropower, gas and infrastructure funds due to the increasing electricity demand from AI data centers leading to accelerated development of the US electrical grid. With the upcoming US presidential election and focus on clean energy policies, utility stocks are expected to perform well. Additionally, industries related to AI, such as semiconductors, electricity, raw materials, and industrial sectors, are also seen as promising investment targets, supported by the advent of innovative technologies like AI and automation.

Source: YAHOO

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iPhone 16開始製造,台積電N3E晶片引領市場

Reported about 1 year ago

蘋果即將推出全新AI手機iPhone 16,搭載台積電第二代3奈米製程N3E晶片,預計將帶動換機熱潮,推高蘋果A18晶片訂單及帶旺台積電下半年營運。iPhone 16系列將採用不同處理器,同時升級鏡頭和記憶體規格,估計在秋季發表會亮相,預期將有龐大銷售量,也將影響蘋果供應鏈中的大立光、玉晶光、穩懋等公司。

Source: YAHOO

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Diversify Investments for Both Offense and Defense

Reported about 1 year ago

Amidst the AI frenzy worldwide, fund institutions emphasize the benefits of incorporating technology multi-asset themes in investments, surpassing traditional multi-asset strategies. By focusing on global technology or related multi-asset funds, investors can grasp the most growth-oriented technology themes and ride the fifth wave of the tech revolution. Combining high-growth potential tech themes with high-quality all-weather bond strategies allows investors to participate in tech stock explosiveness while reducing volatility risk to an acceptable range. The long-term prospects of tech innovation industries are promising, making technology multi-asset theme investments more effective than conventional strategies.

Source: YAHOO

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Chinese Enterprises Target European Cup Business Opportunities

Reported about 1 year ago

Apart from football, Chinese enterprises are engaging in a battle throughout the European Cup. Familiar Chinese logos and advertising slogans such as Alipay, AliExpress, and vivo are displayed on screens surrounding the pitch. This year, the European Cup has five Chinese global partners out of thirteen total, including Alipay, AliExpress, BYD, Hisense, and vivo, marking the first time Chinese sponsors have occupied more than a third of the sponsorship slots. The European Cup, which opened on June 14 in Germany, is predicted by UEFA to attract approximately 5 billion global viewers, with around 3 million fans attending matches in Germany, creating significant business opportunities during the tournament period.

Source: YAHOO

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Asia's Best Management Team Award Goes to Qisda Technology for Multiple Honors

Reported about 1 year ago

Qisda Technology (6285) received multiple honors in the 2024 'Asia's Best Management Team' awards announced by International financial magazine Institutional Investor on June 30, 2024. Qisda Technology won 'Best Investor Program' in the tech hardware category, 'Best ESG Program' and 'Best Investor Relations Team' in small to mid-cap enterprises. In addition, Lin Meng-ju, the Sustainable Growth and Spokesperson, was awarded 'Best Investor Relations Professional' in the Asia tech hardware category. The awards are part of the magazine's annual ranking of the best management teams worldwide, where this year's 'Asia's Best Management Team' selection involved 6,474 investment professionals from 1,646 financial services companies, making it one of the credible evaluations in the capital market. Qisda's continuous R&D innovation, focus on product optimization, global capacity expansion, digital transformation, and agile supply chain strategies have contributed to enhancing its competitiveness amid evolving customer needs and economic challenges.

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威刚五度蝉联 AREA赢家

Reported about 1 year ago

威刚科技以成功推动永续发展,实践永续标竿企业精神,并连续五年获得亚洲企业社会责任奖肯定。他们秉持引领创新、永续未来的理念,通过全方位的永续行动实现永续教育和打造永续环境。同时推动永续教育,培育未来人才,以及致力于环保,包括海滩保护和全球造林计划等。此外,威刚也持续推行节能减碳方案,发展绿色产品和绿色物流,以实现淨零排放目标。

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