Reported about 1 year ago
With the AI trend growing, the performance of American and Taiwanese stocks has been impressive. Investment trusts state that the US economy is resilient, global manufacturing is recovering from inventory woes, and economic data confirms a soft landing. The market remains positive, especially as AI applications expand and benefit from the industry, leading to a favorable outlook for the American stock market. Factors such as the Federal Reserve's interest rate decisions, positive corporate earnings revisions, and increased investment in cloud computing by global players are contributing to the market sentiment, with stocks seen as essential in investment portfolios. The US stock market is entering an earnings growth cycle, with cloud computing expenditures rising significantly this year, attracting investors' focus on companies involved in AI and digital transformation.
Source: YAHOO
Reported about 1 year ago
According to the latest statistics released by the Ministry of Finance for the preliminary assessment of comprehensive income tax returns in 2022, Guanshin Village in the Eastern District of Hsinchu City has been crowned the wealthiest village for the fourth consecutive year, with its average comprehensive income skyrocketing from 374.7 million to 461.1 million, a 23% increase. Taipei City's Yongfu Village ranked fourth nationwide with an average income of 3.425 million. The top five income-earning villages are dominated by Hsinchu, showcasing the region's wealth and the continued impact of the Hsinchu Science Park. Hsinchu City took the first and second spot for the richest villages in 2022, with Guanshin Village leading the pack with an average income of 4.61 billion, a 23% increase from the previous year. The ranking further underscores the prosperity concentration in the Hsinchu area.
Source: YAHOO
Reported about 1 year ago
Crown De Enterprise Group's sustainable performance has once again been internationally recognized, winning two prestigious awards at the Asia Responsible Entrepreneurship Awards (AREA): the Green Leadership Award and the Social Empowerment Development Award. The company's commitment to sustainable development strategies such as low-carbon design, circular regeneration, green energy, healthy living, and smart buildings has set a benchmark in the industry, with Crown De Construction leading the way in green initiatives and sustainable living. Their innovative sustainability efforts have earned them various certifications, including green building, smart building, and carbon footprint certifications.
Source: YAHOO
Reported about 1 year ago
Fubon Life actively practices sustainable management and was honored with the 'Green Leader Award' and 'Sustainability Report Award' at the 2024 Asia Corporate Social Responsibility Awards held in Vietnam on June 28. The company incorporates UN and Taiwan's sustainable development goals into its core business and operational strategies, pursues sustainability in both financial and non-financial aspects, and has received recognition such as the Taiwan Sustainable Investment Award and the Friendly Parenting Business Award. Fubon Life aims to be a benchmark sustainable enterprise in the insurance industry, focusing on economic, environmental, and social balance while upholding a sustainable spirit that prioritizes people, environmental protection, and society.
Source: YAHOO
Reported about 1 year ago
Zum company in the US Oakland School District is testing bi-directional charging school buses, aiming to turn electric school buses into mobile power sources and feed battery power back to the grid. By implementing Vehicle to Grid (V2G) concept, the buses not only charge from the grid but also send battery power back. With an estimated 500,000 school buses nationwide, this initiative could potentially contribute significant energy to the grid, offering additional income opportunities for transport operators and supporting sustainable energy development.
Source: YAHOO
Reported about 1 year ago
As the third quarter approaches, experts point out that although there is a high probability of volatility in the high-end range of the Taiwan stock market in July, AI and semiconductor concept stocks remain the focus of funds. SmartCore (3035) is expected to achieve a record-high NRE revenue in 2024, with IP revenue staying at a high level and expected to outperform the first half of the year. World Semi-KY (3661) received an upward revision in profit expectations and target price from foreign investors, ending a six-day downward trend. SmartCore has entered advanced packaging, received AI application orders, and is expected to see substantial revenue and profit increase in the upcoming years. Meanwhile, World Semi-KY benefits from strong operational prospects and is highly favored by foreign investors, with the target price raised to 4,280 yuan, representing a potential growth space of up to 74.34% from its current price of 2,455 yuan. World Semi-KY's May revenue reached 4.373 billion yuan, marking a significant monthly and yearly increase, with expectations of over 30% annual revenue growth compared to the previous year.
Source: YAHOO
Reported about 1 year ago
王昱超是瑞儀公司的董事長兼總經理，他在接班父親之前進入廣達和亞馬遜歷練，並從中獲得寶貴經驗。儘管沒有直接在公司工作過，他透過溝通以及專案管理的方式來引導公司，並受到父親的教導與影響。王昱超強調慎重思考、不急躁的處事態度對於未來發展至關重要。
Source: YAHOO
Reported about 1 year ago
TSMC's recent approval for land use change in its third 2nm plant in Kaohsiung has drawn attention, highlighting how Kaohsiung has quickly become another major tech hub in Taiwan. This shift has positively impacted industrial stocks such as UMC, Powerchip, Young Optics, ASE, and Pegatron*, with their future operations expected to benefit significantly. The trend of building new factories in Kaohsiung is expected to continue for several years, creating substantial business opportunities in the region.
Source: YAHOO
Reported about 1 year ago
Clevo (2362) experiences strong momentum in laptop shipments in Q2, benefiting from increasing demand from European and Asia-Pacific customers. With orders from Chinese customers preparing for the end of the season and the peak season in Q3, Clevo's shipments of high-margin laptops and new models are expected to increase. Looking ahead to the second half of the year, as the PC industry continues to recover and major chip manufacturers like Intel, AMD, and Qualcomm enter the AI PC market, Clevo's overall operations are expected to improve. Clevo aims to achieve a peak shipment target of over 1.95 million units throughout the year, with a focus on competitive advantage and customized products for channel customers. Despite the global PC market's weakness last year, Clevo's strategic focus on niche markets, precise positioning, and customization led to a 4% year-on-year increase in laptop shipments to 1.68 million units. Clevo's positive performance is expected to continue in Q2, driven by orders from European and Asia-Pacific customers and the introduction of new products with new processing platforms. The outlook for the laptop market in the second half of the year remains optimistic, with AI PC shipments expected to increase, benefitting Clevo's performance and market position.
Source: YAHOO
Reported about 1 year ago
The Taiwan Stock Exchange aims to expand the value of the capital market by nurturing local unicorns through the 'Dual Board' engine, with a focus on the biomedical sector among other innovative industries. With 17 companies listed on the Innovation Board, including 4 from the biomedical field, efforts are being made to encourage more flagship companies to join the market. Various initiatives such as creating a friendly fundraising and investment environment, policy improvements, and international connections are being implemented to support the growth of Taiwan's biomedical industry, which has shown significant market value increase and potential. Collaborations between industry and government entities aim to strengthen industry development and cultivate future unicorn companies through capital market support.
Source: YAHOO
Reported about 1 year ago
On June 30, 2024, the Taiwan Futures Exchange continued to promote a spirit of love and care and focused on preventing financial fraud through a public welfare performance event in partnership with the Paper Windmill Theater Group at the Taipei 228 Peace Memorial Park. Nearly 2,000 people attended the event, where the play 'Around the World on Witch's Head' was performed to educate children and parents on fraud prevention and crisis handling, while also integrating financial fraud prevention awareness activities. The event aimed to support UN Sustainable Development Goals 4, 10, and 16. Additionally, in celebration of International Day of Families, the exchange held a family day for its employees to enhance interaction and emotional connections, promoting a harmonious corporate culture. The Taiwan Futures Exchange is committed to sustainable development practices and corporate social responsibility while emphasizing employee work-life balance.
Source: YAHOO
Reported about 1 year ago
Retired former Baosheng Industrial Chairman and current POUYUENJI Enterprise Chairman Cai Qijian, known for collecting Pu'er tea, is teaming up with his son, POUYUENJI General Manager Cai Minglun, to invest heavily and develop the 11-hectare POUYUENJI HILLS park in Sanyi, Taiwan. The company is planning an IPO for sustainable growth, aiming for over NT$3 billion in revenue next year through their various business ventures. The duo has also assembled a team of industry experts to lead the enterprise's expansion and tea culture promotion efforts.
Source: YAHOO
Reported about 1 year ago
On June 28, at the Asia Responsible Enterprise Awards (AREA) in Ho Chi Minh City, Yuanta Financial Holdings Chairman Chen Si-Kuan received the 'Responsible Enterprise Leader Award' while the company was honored with the 'Green Leadership Award,' 'Human Capital Investment Award,' 'Social Contribution & Development Award,' and 'Corporate Sustainability Report Award,' showcasing their remarkable achievements in sustainability. Chen was recognized for her leadership style, operational vision, and commitment to sustainability, leading the company towards sustainable goals. With a focus on environmental and resource management, talent development, and social impact, Yuanta Financial Holdings has been internationally recognized for their efforts.
Source: YAHOO
Reported about 1 year ago
台灣薪資變化涉及兩大現象：平均薪資增幅不及GDP增幅，且近7成人領不到平均薪資。過去四十年中，薪資分配問題與成長問題皆造成GDP離國人更遙遠。與80年代美好時代相比，薪資相對於GDP的分享減少，薪資差距擴大，這兩項趨勢未來預料將持續擴大，使多數國人無法分享經濟成長果實。
Source: YAHOO
Reported about 1 year ago
Securities News Center for June 30, 2024, 4:10 PM＊Ex-dividend stocks: Cathay Financial, KGI Bank, Ruentex, Shang Wei Group, Unimicron, SinoPac, Delta Electronics, Giantplus, Ruentex Industries, Xufu, etc.＊Overseas investor conferences: Chunghwa Telecom, Fubon Financial＊Stocks to watch: Jima, Kinsus, Muonics, Gentec, Tainan, Longde Shipbuilding, Senwei Energy, Yunbao Energy, Sunlight Semiconductor, Supreme, TaiGenex-DR, etc.＊Disposal stocks: Genesis, ProLogium, Tyan, DLI Holding＊Restoration of original financing ratios and original margin percentages: Yang Ming, YongDao-KY, Yuhua, Qihua and more《Commercial Times》reporting that Micron surged over 9% at the opening, with 16 concept stocks from the green energy sector showing potential. Huang Xiaoyu from Deloitte mentioned that prices are not likely to return.
Source: YAHOO
Reported about 1 year ago
Benefiting from a vibrant market investment atmosphere and boosted by themes like weight-loss drugs and medical materials, the biotech and healthcare sector stocks have steadily risen in performance, with the top ten biotech funds showing accumulated returns of over 10% this year. The demand in the biotech and healthcare industry remains strong, and with various thematic supports in medical sub-industries, there is still hope to attract fund allocations. Opportunities in the weight-loss drug market are promising, and advancements in medical devices like robot-assisted surgeries and structural heart diseases indicate significant market growth potential, attracting investments in mid and small-cap biotech stocks. Mergers and acquisitions (M&A) continue to brew in the biotech industry, particularly with large pharmaceutical companies expected to have substantial funds for acquisitions, benefiting overall industry development. Innovation in biotech technologies is seen as a long-term core competitive advantage in the industry, with a focus on oncology, neurology, and rare diseases. Despite capital market volatility, M&A activities in the biotech sector have maintained fervor, signaling emerging investment value.
Source: YAHOO
Reported about 1 year ago
According to the latest statistics released by the Ministry of the Interior on June 30, 2024, the average life expectancy of Taiwanese in 2022 was 79.84 years, with an estimated 18.4% of the population being elderly. Taiwan Business Bank shared a case where Mr. Wang and his siblings decided to use the NT$6 million inheritance to care for their elderly mother through a trust mechanism, managed by the bank to ensure her well-being till the end. The bank's trust planning not only continued the father's legacy of love but also conveyed filial piety, reuniting the family members with love. Taiwan Business Bank has received recognition for its trust services, winning awards for excellence in promoting trust mechanisms and financial education, showing commitment to meeting the needs of the aging population with innovative services in the future.
Source: YAHOO
Reported about 1 year ago
Cathay Financial Holdings, a leading financial institution in Taiwan with over 10 trillion NT assets under management and more than 60 years of investment experience, will hold the first Cathay Asset Management Summit on July 12th to provide clients with a forward-looking global investment outlook. The summit will feature discussions on global investment trends, economic situations, Taiwan's trends, alternative global investment opportunities, and international stock investment prospects. With around 20 domestic and international investment leaders attending, including Timothy Geithner from Warburg Pincus and Richard Clarida from PIMCO, the summit aims to inject vitality into Taiwan's asset management market in light of the high excess savings rate predicted by the Directorate-General of Budget, Accounting and Statistics, presenting significant growth opportunities for the asset management business. Cathay Financial Group has been actively strengthening its asset management business as the third profit engine, leveraging its extensive research capabilities and market adaptability. The summit will also feature Cathay's top internal experts in discussions on various financial topics and engage in insightful dialogues with industry experts from Blackstone and Morgan Stanley.
Source: YAHOO
Reported about 1 year ago
The article introduces the annual 'College Securities Elite Seed Cultivation Camp' organized by the Taipei Exchange, now in its 17th year and coinciding with the exchange's 30th anniversary. This program aims to provide excellent learning opportunities for young students interested in the domestic capital market by offering rich courses and competitions. Participants are required to form teams of three to five students from colleges to complete online courses, create presentation videos showcasing investment portfolios with listed products, and compete for prizes like a top award of 50,000 NT dollars and certificates. Registration is free and open until July 8th, with various rewards available including an early bird full attendance award, outstanding nomination, and guidance teacher recommendation prizes.
Source: YAHOO
Reported about 1 year ago
According to the report, with the economy rebounding, industries like semiconductors and PCBs in Taiwan expect increased demand for waste disposal, recycling and reuse, carbon reduction, and energy efficiency as electronic technology factories ramp up production. This surge in demand is expected to benefit environmental protection, energy conservation, circular economy, and new energy businesses. Companies like Kuentiing (6803), Pheego (6771), and Weisert (6894) are anticipated to see increased business volume and profitability. The market also predicts a boost in energy-saving initiatives due to domestic power shortages, especially benefiting Taichi, which has already achieved a 13.57% increase in revenue despite a sluggish cement market in Mainland China. Additionally, the trend of zero carbon emissions is driving demand for recycling metals, further enhancing the prospects for companies like Weisert.
Source: YAHOO
Reported about 1 year ago
Due to the fluctuation of international gold prices influenced by US economic data, Taiwan Bank's gold passbook had a price difference of $128 per gram within 40 days. TAC Bank recommends a phased layout strategy for long-term holding or hedging, while experts expect gold prices to approach the high point of $2,449.89 per ounce on May 20th in the third quarter. The market is currently in a consolidation period as reflected by Fed's hawkish speeches and mixed economic data.
Source: YAHOO
Reported about 1 year ago
Nomura Investment Trust launched a multi-asset fund focusing on US and Taiwan technology stocks on June 30, 2024, taking advantage of the AI growth trend driving the surge in tech stocks. The fund is managed by Nomura's investment team, combining offensive technology stock growth strategies with defensive all-weather bond strategies to enhance investment efficiency and mitigate volatility risks. The fund aims to provide investors with profit opportunities in tech stocks while reducing fluctuations. With a unique stock selection process based on supply chain analysis, the fund targets high-growth tech themes and related supply chains to optimize returns and risk management. The fund begins fundraising on July 1 and is anticipated to perform well.
Source: YAHOO
Reported about 1 year ago
Ruentex Technology, a major display manufacturer from Taiwan, was honored with the Green Leadership Award at the Asia Responsible Enterprise Awards ceremony held in Ho Chi Minh City, Vietnam on June 28th. Recognized for their outstanding achievements in ESG development and environmental protection, Ruentex showcased their commitment to sustainability through initiatives such as solar power generation, water conservation, rainwater recycling, energy management system certification, and developing energy-efficient products. This award signifies their efforts towards innovation, environmental friendliness, and contributing to global green transformation.
Source: YAHOO
Reported about 1 year ago
As of June 30, 2024, the Chairman of membrane touch switch (MTS) manufacturer Ko Ja-KY (5215), Lin Zhi Feng, mentioned that with the normal recovery of the laptop industry and the AI PC driving force in the second half of the year, operations are expected to be better than the first half. The company will gradually see benefits in new applications and vertical integration, with an increasing proportion of shipments in keyboard backlight modules. Additionally, automotive monitoring components have also entered car seat factories and will start shipping in the second half of the year. Ko Ja-KY's combined revenue in the first five months of this year was about 1.032 billion NTD, a growth of 23.69% compared to the same period last year. Lin Zhi Feng states that although the PC market was sluggish last year with customers continually adjusting inventory, this year, although inventory levels are normal, market conditions are not very good, primarily consisting of rush orders and short orders. Preparation for AI PC is underway, with the addition of a Copilot button, requiring a redesign of the keyboard, and new products are expected to start shipping in the second half of the year, anticipating that market demand in the second half will be better than the first. Ko Ja-KY's Vietnam factory entered into mass production last year, with overall revenue growing by 40%. As the brand factory and keyboard factory supply chain gradually takes shape and customers shift production away from non-Chinese markets, it is expected that the production scale of the Vietnam factory will gradually increase. In addition, more and more laptop and keyboard factories are establishing production bases in Thailand to serve customers nearby. Earlier this year, Ko Ja-KY purchased land and a factory in Thailand, focusing on service, warehousing, quality control, etc., with the main production capacity still supported by China and Vietnam, and adjustments will be made based on customer trends. Ko Ja-KY has been investing in the development of keyboard backlight modules in recent years, with products becoming slimmer, more energy-efficient, and continuously receiving orders from Taiwanese and American brand customers, showing significant shipment growth last year. It is estimated that this year, the shipment proportion of traditional LED backlight modules and Mini LED backlight modules will increase to 15%-20%. As for upstream materials, previous investments in Fored Fine Chemical and Basic Electronics Technology have entered the chemical materials market such as silver paste and hydrophobic agents, stable profits are being obtained not only for internal use but also for external sales, with plans for developing other new materials. Ko Ja-KY is also actively expanding into non-keyboard areas and has made progress in the medical industry in recent years, with new applications including blood glucose test strips, health monitoring patches, and medical beauty masks.
Source: YAHOO
Reported about 1 year ago
Taiwan Power's resilient grid project continues to release orders, and with the average price of copper breaking $10,000 per ton in May, listed cable companies like Walsin, Far EasTone are expected to see growth in June revenue compared to the same period last year. The project has been releasing purchase and installation contracts for 25KV medium voltage, 69KV high voltage, 161KV and 345kV ultra-high voltage cables and accessories for nearly a decade, benefiting cable industry companies such as Walsin, Far EasTone, Far East Cable, Great Yara, Hongtai, Dashan, Yitai, Heji, Daedong Electric, etc., with order amounts ranging from NT$3 billion to over NT$9 billion, ensuring stable performances in recent years.
Source: YAHOO