Reported 8 months ago
Despite the US dollar maintaining an interest rate advantage, Renminbi deposits in banks rose by 5.191 billion yuan in May due to corporate inflows from investment earnings, halting a three-month decline and reaching over 130 billion yuan. While individuals are still decreasing their Renminbi holdings for investment and financial management purposes, corporate inflows from mainland China drove the balance up. However, this uptick is viewed as a short-term factor, and the downward trend has not reversed yet.
Source: YAHOO
Reported 8 months ago
Taipei, Li Shu-hui reported that on June 18, 2024, after trading hours, Kinsus (3044) and Unimicron (3037) announced their ex-dividend dates for July 10th and July 11th, distributing a total of NT$3.942 billion and NT$4.575 billion in dividends, with Zhen Ding Technology-KY (4958) already having gone ex-dividend. With the traditional peak season approaching, the expected dividend distributions from major PCB manufacturers such as Kinsus and Unimicron total over NT$10 billion, potentially boosting the dividend market for PCB stocks.
Source: YAHOO
Reported 8 months ago
Taipei, June 18, 2024, 4:10 PM Kunhao held a shareholder meeting on the 18th, where Chairman Chen Zhengxing stated that advanced packaging equipment will start shipping in the second half of the year, combined with new investments in panel factories, leading to a stronger performance in the second half compared to the first half. The ratio of performance between the two halves is expected to be around 4:6 or even 35:65. Kunhao has made strategic advancements in the semiconductor industry by moving into silicon wafer equipment supply and collaborating with other major factories, including a strategic investment in Sunyong Semiconductor to expand into the wafer regeneration market. Anticipating significant growth in revenue from semiconductor and panel equipment in the latter half of the year, Kunhao is poised to outperform the first half, with estimated revenue ratios of 4:6 or even 35:65 between the two halves of the year.
Source: YAHOO
Reported 8 months ago
京懋建設執行長范秉豐提出「減房哲學」，推出50坪以上但強調兩房的換屋產品，獲得高端客追捧。以大室所趨潮流改變市場趨勢，提供更開闊的居住空間。受全球頂級飯店啟發，注入殖民風南洋度假酒店美學，打造城市綠洲，讓居民享受自然詩意生活。
Source: YAHOO
Reported 8 months ago
Securities News Center on June 18, 2024, 4:10 PM * Shareholders' Meetings: CSC, Nan Ya Plastics, Formosa Plastics Group * Ex-dividend: Asrock, JHICC, Luxshare Precision * Investors' Conference: AIDC, Sampo Group, Mega Financial Holdings, Wistron, Chinatrust Financial Holding * Stocks to Watch: Altek, Hota Industrial Mfg, Solomon Technology, Dr. Muller, Unif-Spectrum, Kerry TJ, Taiwan Glass, Sunplus Technology, MediaTek, Lite-On Technology, Jih Sun Financial, Yageo, Yen Han, Sitronix, Huntkey, Yu Tech, Gentec, Prime View, Johnson Health Tech, Silergy Corp, Roden, Kingley Tech, Power Quotient International, Ablerex, Tzu Chiang, Wada Precision, Spectrum Pharmaceuticals, Magnachip Semiconductor, Ackuis Technology, Precise Optoelectronics, Prima Taiwan, Union Compound, Wan Run, Elite Material, Among, Hua Jing Electronics, Jiu Yang, Fu Hwa, Cing Yi * Disposal of Stocks: Wa Chung, MicuRx Pharmaceuticals-DR, Sunbright-DR, BKON Technology, Gourmet Master Co, Shine How K-Y, Chunghwa Chemical Synthesis & Biotech * 1% Decrease in Margin Financing Ratio and 1% Increase in Securities Lending Margin: Changtai More Commercial Times Reports CSC To Keep Domestic Prices Low to Boost Economy's Recovery Unaffected by the Pandemic. Australian Central Bank to Exit QE as Early as February Next Year. Triple Engines Drive Up Gold Producer Earnings in Q4.
Source: YAHOO
Reported 8 months ago
Micro electric vehicle operators hope for a surge in vehicle replacement before the enforcement of fines for unregistered vehicles by year-end, and advocate for micro electric vehicles to be included in the current electric two-wheeler subsidy program. They suggest that county and city governments independently allocate subsidies for micro electric vehicles, increase subsidy amounts (e.g., Yilan's new purchase subsidy of 3,500 yuan), to encourage people to purchase micro electric vehicles. Operators also point out the disparities in subsidies between electric motorcycles and micro electric vehicles, urging governments to separate the subsidy qualifications and increase subsidy amounts, highlighting the importance of micro electric vehicles in reducing carbon emissions and contributing to the country's net-zero carbon goals.
Source: YAHOO
Reported 8 months ago
Berkshire Hathaway, the investment company led by investing guru Warren Buffett, has increased its stake in Occidental Petroleum by purchasing 2.9 million shares, raising its ownership to nearly 29% with a total value of $15.4 billion. By taking advantage of the recent underperformance of oil stocks, Berkshire Hathaway has bought a total of 5.5 million Occidental Petroleum shares in June, with an average purchase price below $60 per share. This move is seen as a way to diversify Berkshire Hathaway's energy investment portfolio, with Occidental Petroleum now accounting for 4.59% of its overall investment portfolio.
Source: YAHOO
Reported 8 months ago
In a shareholders' meeting held on June 18, 2024, GlobalWafers Chairman Hsu Hsiu-lan expressed optimism for a V-shaped growth in 2025, attributing it to the continuous AI applications pushing up silicon wafer demand along with the recovery in demand from the smartphone, automotive, and industrial sectors. The company is expected to see significant growth in operations in the second half of 2024 and is poised to sign new long-term agreements in 2025. Despite delays due to a recent cyberattack incident, GlobalWafers anticipates a consistent upward trend throughout the year in the semiconductor industry cycle. Additionally, with the establishment of a state-of-the-art 12-inch semiconductor wafer plant in Italy, supported by government subsidies, the company aims to enhance its market share in Europe.
Source: YAHOO
Reported 8 months ago
On June 15th, 2024, a joint event by Zupreme Overseas Real Estate and Chun Sun Real Estate Development Co., Ltd. introduced the investment project 'Hotel101-Niseko' in Hokkaido, Japan at a venue in Taipei. The property saw significant interest with potential investors keen to book units, attracted by installment payment options and the growing tourism market in the area. Hokkaido's property value has seen consistent growth and is becoming a popular choice for investors, including major figures like Li Ka-shing, with Hotel101-Niseko offering various amenities and a transparent return on investment plan. The property also provides additional benefits like free stays for owners and has drawn interest from singles as well.
Source: YAHOO
Reported 8 months ago
The driving factors behind rising house prices are diverse. Even with negative policy measures, as long as the 'expected psychology' of continuous price growth remains, it's difficult to change the trajectory of rising prices. Recent series of property cooling measures, including the implementation of the 2.0 property and land tax and the central bank's decision to raise the reserve requirement ratio, have seemingly demonstrated diminishing marginal returns in the real estate field. However, long-term effects may still need to be observed to determine the true impact on the market balance between demand and supply.
Source: YAHOO
Reported 8 months ago
As the summer travel peak season is approaching in mid-June, EVA Air (2618) is proactively preparing for the holiday season with a steady stock price at around 37 NTD, supported by institutional buying. In anticipation of the summer travel rush, a peak season surcharge of $25 USD will be imposed starting from July 1, with an estimated 80% average load factor for the second quarter, and improved booking rates and ticket prices in the third quarter due to the summer holiday factor. In May, EVA Air's revenue reached 18.085 billion NTD, increasing by 1.21% monthly and 14.74% annually, aiming towards its goal of breaking the 200 billion NTD annual revenue mark. Foreign institutions believe that the aviation cargo market is entering a new cycle and the high ticket prices can lead to high profits, prompting an increase in EVA Air's target price and a shift from neutral to buying rating. The introduction of their ninth 777F freighter in May drove cargo revenue growth, with the cargo air transport showing promising future prospects.
Source: YAHOO
Reported 8 months ago
The largest urban redevelopment project in Taiwan, the national Taiwan railway NanGang Locomotive Depot public redevelopment project officially started on June 18, 2024. Located near the Citizen Boulevard, it is set to become the eastern district's new gateway upon completion in 2029. With a total floor area of more than 150,000 pings, the project is a collaboration between various entities, aiming to revitalize the original NanGang Locomotive Depot land assets and create a new multi-functional park. This initiative is part of Taiwan Railway's efforts to create asset development benefits, with a total estimated value exceeding over 100 billion NT dollars after completion.
Source: YAHOO
Reported 8 months ago
After the US approved Bitcoin and Ethereum spot ETFs, it is rumored that Wall Street may continue to promote such products. Tether's founder William Quigley mentioned the possibility of mainstream virtual currency ETFs like SOL and ADA emerging, potentially increasing institutional investors' influence on the market while reducing price volatility. As more large institutions enter the market, the volatility is expected to decrease, making virtual assets mainstream and attracting centralized institutions to join in. Experts believe that ETFs entering the market will lead to increased institutional influence, signifying a move towards stabilization in the cryptocurrency market.
Source: YAHOO
Reported 8 months ago
Leasing industry can fill the gap where banks cannot reach, providing funding to small and medium-sized business owners or individuals who cannot access enough funds from the financial system. The proposal for a special law for financing companies requires further research and discussion, but the leasing industry is advised to first observe the execution of self-discipline conventions by the leasing association before deciding the next steps. Some lawmakers suggest including financing companies in the financial charter industry and setting limits on financing interest rates, fees, penalties, and default rates.
Source: YAHOO
Reported 8 months ago
Various sectors are discussing the impact of the new Qingan housing loans on housing prices, with the loans becoming a significant driver in boosting property transactions and prices since its launch in August last year. Real estate agents found that Kaohsiung had nearly ten thousand transactions within the total price of 12 million, ranking highest among the six municipalities, while Taipei had the lowest at 1,423 transactions. The loans have stimulated first-time buyers and homeowners, with areas like Xinzhuang in New Taipei City showing outstanding transaction volumes. The new Qingan loans, with their lenient terms, have led to a bullish market particularly in lower-priced urban areas south of New Taipei City.
Source: YAHOO
Reported 8 months ago
Emart is expanding beyond household fans by manufacturing industrial and commercial fans along with large cooling fans in China, aiming to reduce revenue fluctuations between peak and off-peak seasons. The company's chairman mentioned challenges due to the Chinese economic conditions and depreciation of Asian currencies affecting sales in both domestic and export markets, prompting the move into non-residential fans. Emart has been focusing on cost reduction through automation and outsourcing, with its new air department showing strong growth potential, contributing over 100 million RMB in revenue annually.
Source: YAHOO
Reported 8 months ago
Dai Cheng Baojing Love Family has been advocating for love since 2014 by supporting children's education through donations from dragon boat races and organizing theater events. Actress Zhang Wenqi is appointed as this year's charity leader, rallying families to purchase tickets for a parent-child play to assist underprivileged children in schooling. The initiative aims to promote inclusivity through theater, provide equal learning opportunities for disadvantaged children, and foster self-identity through education. The event organizer, Zhuang Shengzhi, hopes to inspire more people to participate in charitable activities and experience the joy of giving back. Through educational programs, the goal is to equip children in need with necessary skills for the future and prevent welfare dependency. Interested individuals can join the cause by contacting Ms. Zheng at (02) 2930-2600.
Source: YAHOO
Reported 8 months ago
Premier Su Tseng-chang stated that the New Youth Housing Loan policy had good intentions but has faced criticisms and issues recently. The Executive Yuan will hold a formal meeting next week to comprehensively review the policy's impact and future development. Since its launch in August last year, the policy has raised concerns about property speculation and abnormal phenomena in the real estate market, prompting the government to address these issues and make necessary adjustments to meet societal needs.
Source: YAHOO
Reported 8 months ago
In the first half of 2024, global financial markets experienced a strong bullish trend, with investors worldwide awaiting the return of the bulls and the timing of interest rate cuts. First Fund Trust pointed out that there is a slight disparity in monetary policy pace among countries, with the European Central Bank and the Bank of Canada initiating rate cuts while the US Federal Open Market Committee (FOMC) maintains rates unchanged. With the US economy showing signs of slowing down and inflation decreasing, a rate cut in September is expected. Their third-quarter investment strategy recommends embracing a lenient environment to expand the fund market, benefitting from stable income by holding onto bonds and infrastructure stocks while looking for growth in AI innovation trends. They also suggest seizing opportunities in defense income stocks and long-term assets, especially in core assets such as high-grade bonds, as global demand for AI surges.
Source: YAHOO
Reported 8 months ago
Huang Zhi-fang, Chairman of the Foreign Trade Association, stated that the current international society has entered a GDP battle following the results of the European Parliament elections. He emphasized the importance of AI in modern business operations and announced the launch of an 'AI CEO Workshop' to assist companies in utilizing AI effectively. Huang also discussed global economic situations and strategies related to GDP competition among major countries like the US and China, highlighting the significance of AI cooperation for businesses in optimizing efficiency and success.
Source: YAHOO
Reported 8 months ago
BenQ推出RD系列28吋RD280U顯示器，適合軟體工程師使用。此款顯示器擁有Coding模式、光智慧2.0護眼技術、夜間守護模式等特色，可提升工作效率與專注度，同時保護雙眼健康。採用獨特的3:2螢幕比例設計，擁有自動屏蔽模式、USB-C連接和USB HUB功能等多重功能，提升使用者工作體驗。
Source: YAHOO
Reported 8 months ago
Taiwanese business funds are flowing back, with a five-year restriction on not investing in real estate set to lift in August this year, sparking anticipation of at least 300 billion in hot money waiting to be unleashed. The wealthy are looking to diversify their assets and purchase properties for the next generation, focusing on regional value and brand strength when deciding. Positioned in the core of the seventh phase, mainland construction 'Fengshi' stands out with its international planning and strong brand appeal, attracting attention from high-asset groups. As the area not only hosts luxury residences but also high-end offices, international brand hotels, and major department stores, it reflects Taiwan's consumption power and international development efforts. With overseas hot money ready to flow back, investing in the seventh phase has become a hot topic among high-asset groups. The international benchmark residence 'Fengshi' has achieved impressive sales figures since its launch, attributed to partnering with the architectural design team of French luxury brand Hermes. Offering mid-sized units, different from the typical large luxury units in the area, 'Fengshi' caters to the market's most in-demand and scarce layout preferences, attracting both property investors and the younger generation.
Source: YAHOO
Reported 8 months ago
Fusheng (6670) held a shareholders' meeting on June 18, 2024, where they approved a cash dividend of 12.50 NT dollars and the acquisition of Linefa Precision Company. In addition to their existing golf club head OEM and sporting goods businesses, Fusheng will now venture into the aerospace and automotive spare parts industry, becoming the third pillar of their operations. The Chairman of Fusheng, Li Liangzhen, highlighted that this acquisition is to enhance operational efficiency and expand into a new sector. The first-quarter gross margin increase was attributed to factors such as the depreciation of the New Taiwan dollar against the US dollar, product mix, increased shipments from the Vietnamese factory, and improved profits from subsidiaries. The shareholders' meeting also approved the share issuance plan for Fusheng's subsidiary Minsheng Applications in preparation for an IPO. The final decision regarding the number of shares and pricing will be made in future board meetings.
Source: YAHOO
Reported 8 months ago
The influence of Japan's semiconductor industry is rapidly increasing in the global market under the wave of AI, with a significant rise in business opportunities. Japan's semiconductor equipment holds a market share of 30%, second only to the United States, with a substantial improvement in competitiveness. Key players such as TSMC are considering establishing plants in Kumamoto, reflecting a positive outlook for the Japanese semiconductor market. Japanese semiconductor ETF manager Huang Yumin expects a bullish trend for Japan's semiconductor industry post the government's semiconductor revitalization plan. The Japanese semiconductor ETF 00951 will commence its solicitation from July 8th.
Source: YAHOO
Reported 8 months ago
In June 18, 2024, with the severe aging population in central and southern Taiwan, Taichung City, the second largest city in Taiwan, has over 2.85 million residents, with 458,100 aged 65 and above. The demand for long-term care services is increasing, with 92,100 estimated individuals requiring such services. Taichung has seen growth in long-term care infrastructure, with 1,803 ABC units established by April this year, a 1.3 times increase from 2018. To encourage youth to enter the industry, Taichung City introduced the 'Golden Care Award' in 2018, recognizing caregivers and organizations. The number of caregivers has since increased significantly. Additionally, a 'Long-Term Care Male God Award' was introduced to promote male involvement, resulting in an increase in male caregivers from 13.7% in 2019 to 17.6% in 2024. Other cities like Kaohsiung have also seen an increase in caregiver numbers and improvement in services due to enhanced training and planning for future facilities.
Source: YAHOO