Reported 8 months ago
Market shows strength with Dong Yang, Ti Wei Xi on the rise; aftermarket (AM) and original equipment manufacturer (OEM) demands increasing, benefiting Dong Yang, Ti Wei Xi, Geng Ding, and Di Bao among others, with LED car light leaders Li Cheng, Lian Jia, and precision benefiting. With the continued strong demand in AM market and the fermentation of benefits from orders for new energy vehicles, these companies have seen significant revenue and profit growth this year so far, with Q2 performance expected to be positive.
Source: YAHOO
Reported 8 months ago
In an interview on June 16, 2024, at 4:10 PM, Li Kezhu, Chairman of Xunxiang, emphasized the importance of investing in game development to control one's destiny. Xunxiang aims to be a world-class game development company and has seen a 27-fold profit increase in the past decade by focusing on R&D, capturing online gaming trends, and expanding overseas successfully. With a growing portion of revenue coming from international licensing, particularly in Southeast Asia and the United States, Xunxiang is poised for further revenue and profit growth in 2024. The company, which started from repairing Japanese electronic game consoles, emphasizes in-house R&D and product development, leading to significant revenue milestones, especially in the online gaming sector.
Source: YAHOO
Reported 8 months ago
In a report from Taipei on June 16, 2024, Dongyen (1504) is the leading company in Taiwan's offshore wind power onshore substation integrated project market, actively involved in Taiwan Power Company's grid resilience plan. Foreign institutions have recently raised its target price to NT$66. Zhongxing Electric (1513) benefits from green energy and AI industries' power demands, with current orders exceeding NT$40 billion. Dongyen announced an MOU with Siemens Taiwan to produce 24kV SF6-free gas-insulated switchgear in Taiwan for various applications, aiming to meet the increasing demand for such equipment in the country's shift towards zero-carbon sustainability. Analysts have raised Dongyen's target price to NT$66, indicating a positive outlook. Zhongxing Electric is expanding its EPC projects in offshore wind power, with orders already secured for the 3-1 phase and potential orders of around NT$30 billion in the future. The company is expected to continue securing more projects in the field.
Source: YAHOO
Reported 8 months ago
The joint program 'NTU-Fudan EMBA Overseas Class' offered by National Taiwan University and Fudan University has been highly valued by senior executives from both sides since its establishment in 2010. This unique collaboration between two top management schools has not only helped in understanding international business perspectives but also amassed a network of over 20,000 EMBA alumni from both schools. In the 2024 Eduniversal Best EMBA Rankings, NTU EMBA surpassed many renowned schools and ranked third in the Asia-Pacific region. Known for its exceptional faculty with academic expertise and practical experience, NTU Management School has been at the forefront of business education in the Far East. The curriculum emphasizes practical application and continuous improvement, preparing students with vital leadership skills and a global mindset. NTU EMBA also offers a special course on 'Physical Fitness and Personal Health Management' in collaboration with NTU Hospital physicians and national-level sports coaches to help middle-aged corporate elites maintain optimal physical and mental health. With over 5,000 outstanding alumni from Taipei and the NTU-Fudan overseas class who actively exchange resources and knowledge, NTU EMBA has become a hub for successful entrepreneurs, executives, and emerging business leaders to interact, learn, and grow together.
Source: YAHOO
Reported 8 months ago
The 16th China International Machine Tool & Tools Exhibition (CIMES 2024) will be held from June 17 to 21 at the China International Exhibition Center (Shunyi Hall) in Beijing. With a focus on digital future technology innovation, the exhibition will gather around 1,000 exhibitors from 12 countries and regions including China, Germany, Switzerland, the United States, Japan, and South Korea. Taiwan, represented by the Machine Tool Association, will have multiple companies participating, showcasing innovative products and digital advancements in the industry. The exhibition serves as a platform for business cooperation, technology exchange, and industry connections, aiming to drive the industry's continuous development amidst global economic fluctuations.
Source: YAHOO
Reported 8 months ago
Stock News Center on June 16, 2024, 4:10 pm ＊Shareholders' Meetings: Five Fortune, Haoding, Yaoyue, Xiangming, etc. ＊Ex-dividend and Suspension of Trading: Mudded, Canghe, Jianda, Jinggang, etc. ＊Domestic and International Conferences: High Speed Rail, Donghe Steel, Full Fortune Biotech, Shishuo Industry, Century Huaxin, Weiying, Borey, etc. ＊Stocks to Watch: Huacheng, Jimao, Rongxing, Solomon, Yiqian, Yideng, Jiazhe, New Zhisheng, Ten Quan, Xiangshuo, Jiabiqi, Xusun, Guangsheng, Fushida, MediLink-DR, Taijinbao-DR, Vietnam Control-DR, Minghui-DR, Unigroup-DR, Yiqiangke, Advanced Optoelectronics, Hiwin, Royal Gourmet, Xinhou-KY, PureRay-KY, Xinhuo, Shenghui*, Junhua, M31, Anguo, Kao, etc. ＊Disposal of Stock: Huiyou ＊Resumption of Original Margin Financing Ratio and Securities Margin Ratio: Yuanzhen, Yihua Electronics, Qili, Hongbao Technology, Eslite Life, Xingyi, Wanda Optoelectronics and more Commercial Times reports Taiwan Honda's first domestically-produced hybrid car against the trend of price reduction. Xinxing Chairman: Optimistic about flat panel by 2026 Property prices have risen by more than 10% annually across 73 administrative districts in Taiwan.
Source: YAHOO
Reported 8 months ago
開發金控將更名為凱基金控，以增強品牌識別度並實現更全面的品牌綜效。該更名獲得股東會通過後，股價持續上揚且漲幅超過20％，顯示更名效應受到肯定。凱基證券表示，將秉持「One KGI」的精神提供服務，並著重於核心業務發展，期待透過整合品牌名稱帶動金控子公司之間的協同效應。今年以來，開發金控持續穩健獲利增長，展現市場競爭力。
Source: YAHOO
Reported 8 months ago
Since its listing on June 12, the large shoe manufacturer Lai Yi-KY (6890) has been experiencing a remarkable honeymoon period in the stock market, surpassing Fengtai (9910) to become the new stock king in the shoe industry. Lai Yi-KY is receiving positive evaluations from institutional investors, with a target price of 292 yuan and a 'strong buy' investment rating. As the Tokyo Olympics approach, attention is shifting towards the shoe industry, particularly towards Lai Yi-KY for its strong performance and potential profit outlook, making it a promising investment for the future.
Source: YAHOO
Reported 8 months ago
On June 16, 2024, the phenomenon of NVIDIA CEO Huang Renxun sweeping Taiwan reflects the admiration for technological innovation and star entrepreneurs in Taiwanese society, intertwined with national sentiments and political identity. Huang's leadership not only showcases cutting-edge technology and deep collaboration with Taiwan's industry, but also sparks intense pride and nationalism. However, the intertwining of technology and politics in techno-nationalism can bring about complexities and risks, affecting businesses like NVIDIA in balancing between societal support, political pressures, and global strategies.
Source: YAHOO
Reported 8 months ago
Driven by AI-related themes, technology stocks have been soaring to new heights, with Wildly Surging Short-term momentum. To reduce risk and continue to participate in AI opportunities, Nomura Asset Management has launched the Nomura Global Technology Multi-Asset Fund, utilizing unique supply chain analysis for stock selection in the equity portion and innovative all-weather bond strategies in the fixed income portion to capture high-growth opportunities in technology trends. By breaking away from the dominance of US and EU tech giants in traditional global tech funds, Nomura is able to identify and invest in potential hidden champions and winners in the current tech trend, offering a more diversified and growth-oriented approach.
Source: YAHOO
Reported 8 months ago
Jiahe Precision Machinery is a leading manufacturer in Taiwan specializing in automation clamping solutions such as power chucks and hydraulic rotary cylinders, focusing on producing automated fixtures for milling machines with a full product line and offering customized services. Their new generation three-jaw chuck dedicated clamping force sensor supports Bluetooth 5.0 communication protocol, providing wireless dynamic measurement and data quantification for clamping force, catering to machine tool manufacturers and users for process control. With an expanding product line into hydraulic center frames, Jiahe continues to innovate and improve production efficiency through digital transformation, aiming for continuous development and success in the digital manufacturing factory.
Source: YAHOO
Reported 8 months ago
Published by Chua Fuan on June 16, 2024, at 4:10 PM. In order for large industrial machinery such as pressing, forging, screw, and can making to operate continuously, safely, and efficiently, a powerful pneumatic brake clutch is essential. Yongxing Precision Machinery, a stalwart in Taiwan's precision machinery industry for over 60 years, is renowned for producing high-performance industrial pneumatic brake clutches known for their excellent quality, reliability, durability, and cost-effectiveness. They have captured high market shares in both sides of the Taiwan Strait, becoming an invisible champion in Taiwan's machinery industry. Their focus on product quality, performance, and after-sales service has led to their leading brand position in the market. Moreover, they are actively working towards creating a green production environment to support sustainable operations and protect the earth's environment.
Source: YAHOO
Reported 8 months ago
On June 16, 2024, in Taipei, the regenerative medicine sector sees a significant boost, with companies like Taiwan Bio, YongSheng Bio, XJ Cell, and Kyushu Bio advancing in clinical trials for new drugs. Alongside developing an exosome drug platform, Chang Sheng is also constructing its fourth clinical-grade GMP regenerative medicine factory. Taiwan Bio's Chondrochymal for degenerative joint diseases progresses to Phase III clinical trials, aiming to complete by the first quarter of 2028. YongSheng receives FDA approval for a unique umbilical cord blood cell treatment for acute ischemic strokes, marking a breakthrough in clinical trials. These developments, along with partnerships and expansions, signify a significant growth in the regenerative medicine industry.
Source: YAHOO
Reported 8 months ago
共信-KY（6617）和醫影（6637）預計於2024年6月18日在台灣上櫃掛牌。共信-KY主要從事抗癌消融新藥研發，113年第一季營收為544.4萬元；而醫影則提供醫療設備租賃管理服務，113年第一季營收為1.71億元。
Source: YAHOO
Reported 8 months ago
Yichuan Iron Works, a leading manufacturer of hydraulic toolholders and cylinders in Taiwan, has seen a new dawn with the appointment of Xue Shenghe as chairman. Xue is aggressively expanding the company's operations by targeting new markets in the US, Mexico, Japan, and Southeast Asia, focusing on customized, differentiated, and large-scale products while transitioning towards 'green intelligent manufacturing.' He plans to participate in industry exhibitions in the US and Japan to expand market presence and consider establishing direct channels to bolster operations. Yichuan aims to specialize in niche products like the new thin hollow rotary hydraulic cylinder showcased at TMTS 2024 and emphasize factory management digitization and green transformation, aiming to enhance global competitiveness while promoting low-carbon manufacturing and ESG initiatives to contribute to carbon neutrality.
Source: YAHOO
Reported 8 months ago
外銀表示，半導體、雲端、網路安全、金融、醫療和能源六大產業將受益於AI主導的科技熱潮，預期下半年全球經濟增長及企業基本面良好影響下，各產業的盈餘跟上科技股腳步，科技企業表現強勁。隨著AI應用普及和商業化，半導體、雲端、網路安全、金融、醫療和能源產業儼然成為受惠者。亞太地區南韓和台灣在AI和半導體領域有強勁增長潛力，星展集團認為AI的影響不限於科技產業，醫療保健和金融服務業等領域也積極利用AI技術，未來這六大產業將成為AI主導的科技熱潮主要受益者。
Source: YAHOO
Reported 8 months ago
Publicly listed banks estimate that the Federal Reserve is likely to initiate rate cuts between September and November 2024, with a positive impact expected on the stock market. The potential rate cuts are seen towards the 'normalization of rates' strategy, and with the possibility of AI driving increased corporate investments, national banks and financial institutions are generally optimistic about the future of US stocks. This anticipated rate cut is expected to benefit both stock and bond markets, with emphasis on long-term bonds responding more noticeably to the stimulus. Overall, there is a positive outlook on US stocks for the second half of the year amidst the uncertain global economic landscape.
Source: YAHOO
Reported 8 months ago
During a house inspection on June 16, 2024, in Taipei, no anomalies were found, but when renovating and opening wooden structures, traces of termite damage were discovered. The consumer promptly used ERA's insect damage protection service, avoiding the need to coordinate with the seller. ERA efficiently resolved the termite issue, satisfying both buyer and seller. ERA manager Lin Chun-sheng stated that despite no signs of termites during the inspection, termite damage was discovered during renovation. The protection service provided buyers and sellers with peace of mind, quick resolution, and professional assistance, ensuring a satisfactory transaction for all parties involved.
Source: YAHOO
Reported 8 months ago
Haiyun Electronics, benefiting from the ATX 3.0 upgrade wave last year, reported an EPS of 7.58 yuan, outperforming the previous year at 5.63 yuan. In 2024, they introduced Optimist cooling design and 'MaxFlow,' their first affordable high-performance fan, aiming for growth in the second half of the year. With ATX 3.0 opportunities driving performance since last year, Haiyun Electronics is optimistic for a better performance in the latter half of this year, as they strategically manage inventory and introduce cost-effective products.
Source: YAHOO
Reported 8 months ago
Provided by KGI Futures Consultant Department, the article by Huang Yan-hong on June 16, 2024, at 4:10 pm mentions the preliminary agreement between Israel and Hamas on a UN ceasefire framework, although there are still disagreements on some details. However, the Houthis in Yemen launched a new round of attacks on ships in the Red Sea, raising doubts among investors about the strict enforcement of the ceasefire agreement. Despite geopolitical tensions, the overall trend towards reconciliation under the mediation of major powers has led to a retreat in shipping index futures. Technically, the article indicates a downward trend with the weekly line crossing below the monthly line, potentially accelerating the downtrend in the 10-day moving average and monthly line. With shipping disruptions expected due to longer routes caused by geopolitical tensions, major delays and congestion are projected at ports like Singapore, Ningbo, and Shanghai.
Source: YAHOO
Reported 8 months ago
The schedule for rate cuts by the Federal Reserve continues to be delayed, impacting the profits of overseas financial centers, with the combined profits of banks, securities, and insurance in the first four months decreasing by 34% to $518 million. This decline is attributed to the prolonged delay in interest rate cuts by the Federal Reserve, affecting the profits of overseas financial centers, notably with significant decrease in profits for banks' Offshore Banking Units (OBUs).
Source: YAHOO
Reported 8 months ago
The trend of semiconductor factory failures that started in 2020 in China seems to be making a comeback. The recent bankruptcy proceedings of Shanghai Wusheng Semiconductor Company, with intended investments of billions of Chinese yuan, have raised concerns of a potential wave of closures. Capital markets are becoming more cautious towards semiconductor enterprises, with 23 related companies withdrawing their IPO applications since last year. This has led to a loss of investment confidence and the tightening of IPO policies, making it harder for semiconductor companies in China to raise capital in the future.
Source: YAHOO
Reported 8 months ago
In response to overtourism, Venice has implemented a new €5 entry fee system to reduce the negative impacts of mass tourism on the city. However, local and international scholars are skeptical of the effectiveness of the measure, with some residents expressing opposition through protests. The city also faces challenges of excessive tourism affecting its economy and residents, leading to a decline in the local population. The article discusses criticisms and concerns surrounding the new ticketing system and alternative methods to address overtourism.
Source: YAHOO
Reported 8 months ago
According to the latest statistics from Media Partner Asia on June 16, 2024, Taiwan's online video industry had an overall value of around 9 billion USD (approximately 290 billion TWD) in 2023, with 1 million new OTT paid subscribers bringing the total to a record high of 5.8 million. However, Netflix and Disney+ still dominate with 21% and 17% market share respectively, while the three major OTT platforms led by the telecom giants Taiwan Mobile's MyVideo at about 9%, Far EasTone's friDay Video around 9%, and Chunghwa Telecom's Hami Video at around 7% are competing fiercely. Recent developments include Chunghwa Telecom obtaining media rights for the Paris Olympics to boost Hami Video subscriptions and forecasts indicating an increase of 200,000 users during the Olympics. Taiwan Mobile's strategic investments and content acquisitions, including securing the Taiwanese rights for the Chinese drama 'Blossoms,' showcase their effort to attract more subscribers and expand globally. Far EasTone has also seen growth by offering popular Korean dramas like 'The Rich Son,' almost comparable to Taiwan Mobile's market share with MyVideo, with notable attention.
Source: YAHOO
Reported 8 months ago
Vigor Bakery has repositioned its tourism souvenirs and launched a new series of gift boxes named Light Travel × Miniature Gift Boxes, featuring convenient travel-sized boxes (10.5cm in length, 10cm in width, and 5cm in depth) suitable for packing before and after trips. The initial offerings include pineapple cakes, milk sun cakes, scallion pastry rolls, and cranberry snowflakes, priced at 100 yuan each. Each product comes with a cute card for table or window display, making it both enjoyable to eat and play with, and is worth sharing and collecting. Additionally, Vigor Bakery's new visual identity design infused with a fresh and artistic lifestyle style will debut in June at the opening of their store at the Yida World 123 Plaza in Kaohsiung, offering unique pastries and popular souvenirs for friends’ gatherings and family trips, while their second-generation store in Taipei’s Yongkang Commercial District is expected to open in July, showcasing freshly made cakes and trendy drinks accompanying their renowned bakery goodies, available for dine-in or takeaway reservations.
Source: YAHOO