Reported 7 months ago
The stock prices of the three container shipping giants tanked for two consecutive days due to the UN passing a ceasefire plan for Israel and Palestine. Industry experts reveal that the current market is extremely tight, with only 'diamond tier' guaranteed cabin space available for purchase on routes from Southeast Asian countries like Thailand to the US. Despite the recent drop in stock prices, the market has calmed down on June 12, indicating that the container industry is still facing high demand leading to inflated prices and long lead times. Companies like Maersk and MSC have introduced a premium 'diamond tier' pricing for guaranteed cabin space to meet the market needs, with experts predicting high prices to continue until the end of October.
Source: YAHOO
Reported 7 months ago
On June 12, 2024, major international cloud service providers (CSPs) invested in Taiwan to establish large data centers, seizing cloud opportunities in enterprises, finance, and government sectors. Local partners and agents of the three major cloud platforms, including companies like II-VI, Mitech, iThome, Acer, HPE, and Zero One, are expected to benefit from this move. Several large IT service providers have already reported double-digit revenue growth in the first five months of the year as they prepare to serve customers based on the unique infrastructures of various cloud platforms. Companies are strategically investing in multiple cloud technologies to cater to the trend towards hybrid and multi-cloud environments.
Source: YAHOO
Reported 7 months ago
Cheng Uei, known as a connector manufacturer, is transforming into a solution provider by integrating connectors with heat dissipation and precision processing to seize opportunities in AI. With the growth driven by AI products like accelerator card heat modules and high-speed connectors, Cheng Uei is expected to achieve a revenue share of 45% to 48% from AI and communications this year. The company's expansion projects in Taiwan aim to meet the increasing demand, with new plants set up in Xizhi, New Taipei City, and Yunlin. With Taiwan's new production capacity, the distribution between Taiwan and China is estimated to be around 30%-35% and 60%-65%, respectively, reflecting the rising importance of AI and communications products in Cheng Uei's revenue structure.
Source: YAHOO
Reported 7 months ago
Emperor Boa (6605) saw its stock price open high on June 12, 2024, driven by foreign and proprietary traders' strong buying, eventually closing at 242 yuan with a 7.56% increase and a trading volume of 2,848 shares, successfully surpassing various moving averages. The consecutive buying of foreign and proprietary traders propelled the stock price up, with the exception of zero transactions from institutional investors. Despite the KD indicator trending upwards in the mid-high range, if foreign capital continues to dominate the buying side, it will likely benefit the stock price movement for the week. The company's self-reported consolidated revenue for May reached 1.717 billion yuan, a year-on-year increase of 5.95%, and a total of 8.159 billion yuan for the first five months, a year-on-year increase of 8.28%.
Source: YAHOO
Reported 7 months ago
國泰世華銀行與全球最大環境揭露組織CDP合作舉辦ESG論壇，活動以中小企業需求為主，內容包含氣候風險、環境揭露要點與金屬產業碳盤查等。16家企業脫穎而出，當中旭隼科技獲最佳氣候行動獎，國泰世華更將客戶碳排視為自身排放的一部分，積極引進環境轉型合作。CDP為了解中小企業困難，修調問卷並邀請國泰世華擔任專家，提供更多支援。
Source: YAHOO
Reported 7 months ago
台北報導指出龍頭企業東陽在前五月自結稅前盈餘為4.43億元，每股盈餘達4.11元，年增幅高達59％；營收同期新高達104.27億元，年增13.05％。預測今年每股稅後純益將達7元，且積極擴產以應市場需求，已投入約16億元購入土地擴建生產工廠和物流中心，預計今年底動工，展望營運將續創高峰。
Source: YAHOO
Reported 7 months ago
According to the latest global risk management report from Aon, the failure to attract and retain talent has risen to become the fourth largest commercial risk for businesses worldwide. Aon emphasizes the significance of talent as a core asset and employee happiness as a critical indicator for attracting and retaining staff. The report, based on a survey conducted in 61 countries with 2,842 decision-makers, highlights the evolving workplace experiences as a key factor, underscoring the crucial role of HR teams. Aon's Global Talent Solutions CEO Lambros Lambrou notes the increasing importance of HR teams in the strategic realm, emphasizing the impact of data-driven decisions on organizations. The report also reveals a 20% increase from 2022 in the effectiveness of employee happiness programs, with 80% of employers integrating happiness into their overall business and talent strategies. It further emphasizes the crucial role of top management support in determining the actualization of employee happiness. Aon Taiwan is set to release its 2024 Taiwan Employee Happiness Report in June, following a survey involving over 100 responses across various industries, aiming to provide insights and detailed comparisons with the Asia-Pacific region and global markets, delving into happiness issues from strategic, investment, and operational perspectives. To further discuss these topics, Aon Taiwan will host an online seminar on June 21 with experts from Aon Asia-Pacific and Taiwan to explore ways to enhance employee happiness, welcoming interested professionals and experts for interactive discussions.
Source: YAHOO
Reported 7 months ago
Under strengthened supervision of capital markets in China, the number of companies listed on the mainland that are under investigation by the China Securities Regulatory Commission has significantly increased. From January to May 2024, 48 mainland-listed companies were under investigation, reaching a record high for the same period (in 2022 and 2023, the numbers were around 10 and 20 respectively). Concerns about information disclosure violations are the main reason for these investigations. It is anticipated that the total number of investigations in 2024 may set a new record for the year if current trends continue. The regulatory scrutiny reflects efforts to maintain market order, protect investors' rights, and promote resource optimization.
Source: YAHOO
Reported 7 months ago
China's consumer price index (CPI) for May posted a lower-than-expected annual growth rate of 0.3%, mainly due to the ongoing price war in the new energy vehicle market, resulting in a decline in overall car prices. This has been cited as the primary factor keeping the CPI at a low level. The significant price competition in the automotive industry has led to a considerable drop in prices, with over 60 electric car models reducing their prices from January to May. However, industry insiders suggest that the price war is easing in June, and the market may return to normal promotional activities rather than drastic price cuts in the future.
Source: YAHOO
Reported 7 months ago
Jiaki general manager Lo Weiren is optimistic about the clear trend of server business opportunities by 4:10 PM on June 12, 2024, expecting growth in the second half of the year. With a significant increase in revenues projected, Jiaki is set to outperform last year in terms of profitability. The company has secured orders from two Taiwanese system assembly factories for its MCIO high-speed cable, breaking into the AI server supply chain. Anticipating a double-digit revenue share from AI servers this year, Jiaki is poised to benefit from the surge in demand. Looking ahead, new product launches will see the company expand capacity by conducting trial production in Thailand in the second quarter of this year, with a planned factory in Longtan expected to commence operations in the latter half of this year and be completed by 2026.
Source: YAHOO
Reported 7 months ago
Gigabyte (2376) reported a May revenue of 22.477 billion, down 21.2% monthly but up by 137.15% annually. Analysts anticipate a significant revenue boost in the second half of the year from the upcoming NVIDIA GB200 servers, along with the demand for AI PCs driving graphics card needs. Traditional PC channels are gradually depleting inventory with a resurgence in demand, particularly with the expected explosive growth in AI servers. Gigabyte is projected to ship GB200 server-related products in Q4 this year or Q1 next year, mainly featuring NVIDIA's H100 series. Despite improved AI GPU supply, shipments are still affected by GPU supply constraints. Analysts believe that Gigabyte may challenge the 200 billion in revenue mark for the full year with AI server contributions.
Source: YAHOO
Reported 7 months ago
The International Energy Agency (IEA) released its latest monthly report predicting that by 2030, the global oil market will face a severe oversupply situation due to slowing demand growth and increased supply, with idle production capacity reaching levels similar to the early stages of the COVID-19 pandemic. Oil prices rose with Texas crude futures climbing 1.3% to $78.92 a barrel and Brent crude up 1.2% to $82.87 amid peak summer oil demand and OPEC+ production cuts tightening supplies for the third quarter. IEA estimates that as clean energy technologies accelerate, the growth rate of oil demand will slow in the coming years, reaching 105.4 million barrels per day in 2030, while daily oil supply, driven by the US and American producers, will increase to nearly 113.8 million barrels, resulting in an oversupply of around 8 million barrels per day by 2030.
Source: YAHOO
Reported 7 months ago
US consumer prices in May remained flat with no growth in the monthly Consumer Price Index (CPI) due to a decline in gas prices, bringing the annual rate down to a three-month low of 3.3%. The core CPI also slowed to 3.4%, marking the lowest increase since April 2021. The cooling inflation for the second consecutive month has reignited market expectations of a potential rate cut by the Federal Reserve later this year. The decrease in energy prices led to the cooling inflation in May, with oil prices dropping by 3.6% and food prices rising slightly by 0.1%. Housing costs increased by 0.4% monthly and 5.4% annually. Although the inflation rate is still above the Fed's target at 2%, the recent trend has provided confidence in addressing inflation concerns.
Source: YAHOO
Reported 7 months ago
Huang Guoming, managing lawyer and chief strategist of the Huan Ying Law Firm, discussed on June 12, 2024, the importance of reasonable protection measures in safeguarding trade secrets, emphasizing the necessity of adequately reminding employees to refrain from misconduct. In the context of legal proceedings involving trade secrets, defendants commonly argue about lack of explicit communication from the company regarding the sensitive nature of information, highlighting the significance of implementing tailored protection measures to prevent similar incidents and withstand legal scrutiny.
Source: YAHOO
Reported 7 months ago
91APP（6741）凭借D2C动能和市场趋势向上，5月合并营收达1.34亿元，同比增长17.44％，创下历年同期新高；数码科技（5287）也在房屋交易量上涨和其他因素的推动下，5月合并营收达1.95亿元，同比增长6％，也创下历史新高。91APP的出色表现主要得益于D2C战略的成功实施以及两大解决方案带来的OMO效益，继续推动整体品牌D2C业绩，并为公司营收增长提供支持。
Source: YAHOO
Reported 7 months ago
The Directorate-General of Budget, Accounting and Statistics in Taiwan released statistics showing that as of April this year, 68% of employees in the country work in workplaces where the average monthly salary is less than 50,000 NTD. This data highlights the concentration of most workers' salaries in this range, with future monthly updates planned to track income distribution trends more frequently. The statistics also reveal that in April, 16.2% of employed individuals earned less than 30,000 NTD, 31.4% earned between 30,000 and 40,000 NTD, and 20.5% earned between 40,000 and 50,000 NTD.
Source: YAHOO
Reported 7 months ago
In a cash premium battle in the life insurance industry, the six major life insurance companies acquired 38.1 billion yuan in new contract premiums in May, with an estimated total industry performance of nearly 68 billion yuan. About 60% of this figure comes from profit-linked life insurance and dividend policies. The industry's aggregate new contract premiums for the first five months of the year are expected to surpass 300 billion yuan, with a 12% annual growth rate, marking a return to double-digit premium growth. Leading companies include Cathay Life, Fubon, Nan Shan, Shin Kong, KGI, and Taiwan Life.
Source: YAHOO
Reported 7 months ago
麗臺董事長盧崑山表示，新成立的伺服器事業部明年將爭取佔整體營收的5成以上，並計畫推出全新AI工作站系列新品以帶動業務。麗臺的AI伺服器產品出貨已經為營收增添不少利潤，加上公司強化軟實力，預料整體營運將有所提升。
Source: YAHOO
Reported 7 months ago
Micronix's stock price (2464) hit a historical high of 75.3 yuan on June 3, 2024, but pulled back after a short-term rally, closing at 59.5 yuan on the 11th and then rising again to the limit price of 65.4 yuan on the 12th. Technically, with the daily KD at a low convergence, if it can rise above all moving averages, there is a chance for the technical side to be controlled by bulls again and strive for a new high. Micronix's main operations focus on semiconductor, intelligent logistics, and panels, with panel orders exceeding 1 billion yuan and semiconductor investments gradually heating up, expecting a momentum boost in the second quarter's shipment, leading to an operational acceleration. Further information can be found in Business Times.
Source: YAHOO
Reported 7 months ago
During a recent visit to Hanoi, Vietnam, the writer experienced the unique culture of bargaining in services like currency exchange, SIM card purchase, and taxi services. The article highlights the significant cultural differences observed in transportation habits, with constant honking being a norm that serves as a form of communication rather than aggression. A surprising find was a quaint building housing the headquarters of the Communist Party of Hanoi and working as a popular spot for Instagram-worthy photos. The piece also mentions a visit to the Marriott hotel frequented by foreign dignitaries, showcasing a 'Wall of Fame' with autographs from notable figures like former U.S. Presidents Trump and Biden, as well as Chinese President Xi Jinping, adding to the city's unique attractions.
Source: YAHOO
Reported 7 months ago
Franklin Templeton's mutual funds have landed on LINE Bank, utilizing the advantage of Taiwan's most widely used communication app. Together with LINE Bank's convenience, efficiency, and safety, their collaboration enters the online banking market successfully, offering quality fund products and expert market insights for easier fund investments for the public. The collaboration allows customers to purchase various funds through LINE Bank, including an array of options like U.S. balanced funds, technology, and life science funds, climate change funds, as well as funds focused on the emerging markets of India and Japan. LINE Bank aims to provide a seamless fund investment environment through their platform, synchronized with Franklin Templeton's market research and financial content, to help customers achieve optimal investment portfolios.
Source: YAHOO
Reported 7 months ago
In a Fax from Erik Lindberg, the General Manager of Ericsson Taiwan, on June 12, 2024, it is highlighted that pursuing net zero carbon emissions has become a global consensus, leading to various governmental policies and timelines being implemented worldwide. The breakthrough in AI and communication technologies is accelerating the adoption of related technologies in companies, but it also brings a significant increase in computing demands, data transmission, and associated carbon emissions. The article emphasizes the energy efficiency of 5G technology compared to 4G, showcasing how 5G can be a key driver in achieving green sustainability. By integrating AI with 5G, companies like Far EasTone and Chunghwa Telecom have demonstrated significant energy savings and optimized operations. The article points out that strategic implementation of 5G can help both digital and sustainable transformation, with the potential to reduce global greenhouse gas emissions by up to 15%. The role of mobile communication technology is crucial in accelerating industry upgrades and carbon reduction efforts, suggesting that 5G has immense potential in both areas.
Source: YAHOO
Reported 7 months ago
According to the Taiwan Stock Exchange, listed companies in Taiwan have shown a 15.83% year-on-year revenue growth in May, with the top three industries being construction materials, electronic channels, and shipping, each experiencing growth of over 25%-43%. The total revenue for all listed companies in May was NT$3.3797 trillion, a 15.83% increase from the same period last year, with 642 companies showing revenue growth and 371 companies showing decline.
Source: YAHOO
Reported 7 months ago
Securities News Center June 12, 2024, 4:10 PM ＊ Shareholders Meeting: MediaTek, ASUS, Jiazhe, Regent, Meishi, Xinfufa, etc. ＊ Ex-Dividend: TSMC, Wan Hai, China Reinsurance, etc. ＊ Investor Conference: Jiazhe, Asrock, Tianyu, Donglian, Giantplus, Matsushita, Yida, Jiashida, CTBC Financial, Kunxing-KY, UMC, MCT, Sakura, Hong Fu, Huagu, Ronggang, Sanchuang, Hongzhun, Zhongzu-KY, Heshengtang, New Generation ＊ Stock Highlights: HTC, Transcend, Mingle, Lian Shangfa, Eastern Show, New Pro, Cheng Ming, Lianjun, Huiyou, Taibiao, Guangsheng, Fulgent, Tian Er Technology, Bright DR, Fuqiao, Hongsu, Shangquan, Jingcai, World, Shenghui*, China Philippines Travel, Wanrun, Ray Ray, Full Spectrum ＊ Stock Disposal: Shengtai, Shengquan, Shengquan 1, Shengquan 2 ＊ Reinstatement of Original Margin Ratios and Margin Securities Lending Ratios: Ke Mao ＊ New Stock Trading: Dawushan, more reports from Economic Daily Times inciting Three Engines Drive Q4 Profit Surge of Jinju, Storm in Land and Property Market, Impacting Steel and Cement Investment Trusts Struggling with Bookkeeping Five Most Popular Buys.
Source: YAHOO
Reported 7 months ago
With the rise of high-speed data exchange applications, optical signal transmission has become a mainstream technology, making the optical communication industry, including companies like Accton, Borwawe, Optoplex, and Hua Starlight, highly sought after. By conducting private placements, these companies are expanding their product lines, strengthening their technological capabilities, and engaging in vertical integration to meet the demands of the market driven by new technologies. Investments and strategic partnerships from companies like Qisda Optoelectronics are helping these firms advance in the AI data center market through the production of next-generation optical communication components.
Source: YAHOO