Reported 7 months ago
Yu Shan Bank and Zhong Shan Medical University Hospital signed a memorandum of understanding (MOU) on June 11 to promote sustainable development in the healthcare system. Yu Shan will assist Zhong Shan Hospital in transition to net-zero, developing sustainable operational strategies, and providing professional sustainable consulting services to fulfill environmental and social commitments, aiming to create a sustainable ecosystem for Taiwan's medical industry. Through this collaboration, they plan to enhance the sustainability of healthcare systems and create a sustainable environment and society. This partnership exemplifies a new model of cooperation between the financial and medical industries to promote ESG development, showcasing their joint responsibility in Taiwan's sustainable transformation.
Source: YAHOO
Reported 7 months ago
In a June 12, 2024 editorial, it was highlighted that the Legislative Yuan passed the 'Regenerative Medicine Act' and the 'Regenerative Medicine Product Act' (referred to as the Dual Regenerative Medicine Acts) on June 4. President Lai Ching-te immediately expressed hope for the development of regenerative medicine to achieve the goal of a healthy Taiwan and to make the 'biomedical industry' the next trillion-dollar industry to promote Taiwan's prosperity. The industry's scope includes medical equipment, pharmaceuticals, applied technology, and health & welfare services, showing significant growth potential with a total production value expanding to around 7 trillion NT dollars by 2021-2022, indicating the imminent rise of a trillion-dollar industry. Despite the positive outlook, further strategies and industry classifications are needed to promote the sector more effectively.
Source: YAHOO
Reported 7 months ago
The second quarter board of directors meeting of the Central Bank took place on June 12, 2024, sparking market interest in whether the bank will unexpectedly raise interest rates again and if it will implement a sixth wave of credit control measures. The market is also focused on the upcoming Fed rate decision announcement and the Central Bank's meeting, keeping an eye on domestic inflation concerns, the possibility of another surprise interest rate hike, and the potential for additional credit control measures due to the hot real estate market. Market speculates three major scenarios for the Central Bank's decision-making.
Source: YAHOO
Reported 7 months ago
Taiwan Stock Exchange announced on June 12, 2024, that Zemi (6742) and Hualing (6916) have met the criteria for margin trading approval after being listed for six months since December 5th last year. As a result, starting from the 13th, they are officially allowed for margin trading, marking the commencement of credit trading for these companies.
Source: YAHOO
Reported 7 months ago
Amazon Web Services (AWS) Taiwan and Hong Kong General Manager announced plans to invest billions of US dollars in Taiwan over the next 15 years to support a new region. AWS will establish a large-scale regional data center in Taiwan, scheduled to go online in early 2025. This substantial investment by AWS follows significant investments by other cloud service providers like Google and Microsoft in Taiwan, showcasing the company's commitment to strengthening its presence in the region.
Source: YAHOO
Reported 7 months ago
Oracle announced lower-than-expected revenue and profit for the last quarter (March to May) but revealed plans to link its database software with Google Cloud platform and provide cloud infrastructure for OpenAI, resulting in a more than 7% surge in stock price on the following day, reaching a record high. By linking with Google Cloud from November onwards, customers can freely transfer data between Google and Oracle data centers without additional data transmission fees. Oracle's collaboration with Microsoft Azure has also expanded, along with plans to work with Amazon AWS in the future. The CEO announced ongoing expansion of cloud infrastructure to meet increasing demands, including building the world's largest data center capable of training AI models with up to a million watts. Oracle's last quarter revenue increased by 3% to $14.29 billion, while net profit decreased by 5% to $3.14 billion, with adjusted EPS of $1.63 falling short of Wall Street's expected $1.65.
Source: YAHOO
Reported 7 months ago
陽信銀行自結5月稅前淨利5.23億元，前五月稅前淨利25.86億元，每股盈餘為0.76元，表現優於同業平均。去年獲利50.97億元，今年3月通過配發股利1元，現金0.3元、股票0.7元，股東會將於6月17日舉行。
Source: YAHOO
Reported 7 months ago
BigSun公司积极推动iPVTracker发电站绿电建设以响应绿电政策的呼吁。他们的专利iPVTracker系统应用了AI科技，能够360度跟踪太阳位置，搭配双面发电模块可提升六成发电量，同时整体成本仅增加不到2%，发电净效率超过3%，是创新且高性价比的发电系统。公司正计划与合作伙伴合作，在台湾各地推广iPVTracker发电系统，以应对潜在的电力需求增长。
Source: YAHOO
Reported 7 months ago
中華資安國際自主研發的CypherCom端對端加密通訊系統榮獲2024 COMPUTEX Best Choice Award金獎，採用硬體安全技術和256位元端對端加密，適用於政府與企業保護敏感資訊，在衛星通訊環境下提供穩定安全的通訊服務。該系統只有收發雙方可讀取信息，中間節點或平台無法解密，旨在提供高度通訊安全，已經開始在重要機構推廣及積極洽談海外市場。
Source: YAHOO
Reported 7 months ago
Benefiting from the strong sales of NVIDIA GPUs, Zero One (3029) achieved a May revenue of NT$1.628 billion, a year-on-year increase of 61.3%, marking its second highest monthly revenue in history. The CEO and Chief Strategy Officer of the company, Huang Su-e, expressed confidence during an investor conference that both revenue and profits for 2024 are expected to grow in double digits. Zero One's cumulative revenue for the first five months reached NT$6.74 billion, with a 15.71% year-on-year increase, while its Q1 net profit after tax stood at NT$199 million, an 11.79% increase from the same period last year. The company, which acts as a domestic software and hardware distributor, focuses on representing brands such as NVIDIA GPUs and various software products, with around 55% of its revenues coming from IT infrastructure and information security, and the remaining 45% from cloud services and big data.
Source: YAHOO
Reported 7 months ago
The weighted index broke through the 22,000-point barrier as of June 12, 2024, with market attention on strong stocks in the AI sector. Experts advise investors to focus on the most promising themes, with Delta Electronics (2308) and Wiwynn (6669) gaining favor from foreign investors for their operational prospects. Delta Electronics showcased AI power supplies and liquid cooling solutions at COMUPTEx this year, receiving recognition from foreign investors. Institutional investors believe that Delta Electronics continues to excel in AI infrastructure power supplies and liquid cooling. Foreign investors are optimistic about future AI product launches, expecting double-digit revenue growth next year, leading to an increase in profit forecasts and a target price upgrade from 355 to 400 yuan for Delta Electronics. Wiwynn, an AI server manufacturer, had multiple foreign institutions raise their target prices after a conference on the 11th. With the ASIC server market propelling growth, Wiwynn is expected to see increased revenue contributions from AI servers and NRE projects gradually adding to its profitability.
Source: YAHOO
Reported 7 months ago
根據半導體研究分析機構TechInsights的數據，AI需求帶動輝達GPU出貨量大增，達到376萬個，佔全球市場的98%，收入達362億美元，是前一年的3倍。超微與英特爾在市場佔有率僅2％。市場預測輝達GPU市占率有望突破90％。全球獨立顯示卡市場表現良好，輝達市占率達88％。
Source: YAHOO
Reported 7 months ago
As the virtual asset industry enters the international competitive stage, Taiwan is urged not to fall behind. Financial Supervisory Commission Chairman Peng Chin-lung stated during a legislative session that Taiwan possesses strong technological capabilities and will closely monitor the development of virtual assets, considering it a crucial market in the future. The Commission is working on a specialized law for virtual asset management by the end of the year, aiming to balance security, consumer protection, and market development.
Source: YAHOO
Reported 7 months ago
台新Richart數位銀行推出「鈔速率」貸款服務，提供1萬～200萬元最低1.99％的利率，最快20分鐘內撥款。街利存用戶透過街口支付專屬連結申貸，款項直接撥入街利存帳戶，成功撥款可獲得500元回饋。推出「Richart街口專屬貸款」，直接將核貸後資金撥入街利存帳戶，加快撥款速度，並提供線上申貸服務，免上傳財力證明。
Source: YAHOO
Reported 7 months ago
On June 12, 2024, the Bank of Canada announced a rate cut with the European Central Bank following suit. Due to the recent economic momentum constraints in the U.S., including cooling inflation, manufacturing, and employment data, the manager of the Shin Kong Global Bond Fund, Li Shurong, expects heightened expectations for a rate cut in the U.S., with a high likelihood of a cut within this year. Li recommends focusing on medium to long-term holdings, primarily in investment-grade bonds centered around BBB credit ratings, to balance returns and credit quality with opportunities expected to rise as the U.S. considers rate cuts.
Source: YAHOO
Reported 7 months ago
Guangyun Group (6125) is planning for new business ventures by conducting a cash capital increase and issuing 600 million yuan worth of unsecured convertible corporate bonds (CB). The CB fundraising has concluded with a confirmed price of 114 yuan, with a bid price of 118.47 yuan, raising a total of 7.1 billion yuan. Guangyun is set to have a closing payment date for the CB on the 14th and is scheduled to be listed for trading on the 21st. Their new endeavors in thermal management, particularly in liquid cooling technology, have attracted attention, showcasing various applications from enterprise machine rooms, data centers, to 5G base stations. The company also introduced AI-driven solutions and a logistics center AI FACTORY solution at their recent participation in COMPUTEX 2024, focusing on innovative cooling systems and automated equipment.
Source: YAHOO
Reported 7 months ago
Acer showcased new generation AI PCs at this year's COMPUTEX exhibition, with market optimism that Acer will enter the traditional peak season in the second half of the year, expecting performance growth quarter by quarter and its subsidiaries to further boost the company's performance. Advantech is pushing into the AI business, with its subsidiary Vecow named by Nvidia CEO Huang Renxun as an AI partner. Advantech also introduced AI modules for zero carbon emission and cybersecurity, expecting continuous growth in AI revenue this year. Acer and Advantech are both experiencing promising developments in the AI sector.
Source: YAHOO
Reported 7 months ago
Dongyuan Chemical held its 113th annual shareholders' meeting on June 12, 2024, where Chairman Xu Xudong and General Manager Cai Xijin attended. Despite challenges in the EG market last year, Dongyuan maintained stable operations by focusing on cost control and customer retention, especially in green, electronic, and new material niche products. They reported a revenue of 20.8 billion NTD last year, a 6% decrease from the previous year, with a net profit of 266 million NTD and EPS of 0.3 NTD. Looking ahead to 2024, Dongyuan plans to prioritize meeting domestic customer demands and optimize their product mix to enhance profitability by targeting new customers through niche products and advancing their low carbon manufacturing processes.
Source: YAHOO
Reported 7 months ago
In collaboration with Ernst & Young accountancy firm, GreTai Exchange Center is hosting the 'Innovation x Sustainability Innovative Enterprise Matching Event' on the 19th to discover innovative enterprises with potential, create a friendly environment for their development, and facilitate investment or business cooperation between ten innovative enterprises and representatives from listed companies or venture capital firms to accelerate their growth.
Source: YAHOO
Reported 7 months ago
According to statistics from insurance companies, except for February, the online purchase amount of travel comprehensive insurance has exceeded one billion each month for the other 4 months this year. It is estimated that the online purchase amount of travel comprehensive insurance will reach at least 12 billion to 15 billion this year, with a steady increase in the coverage amount as people pay more attention to overseas travel safety. The online purchase amount of the top five insurance products has reached over 19 billion in the first five months of this year, an increase of 28.61% from the same period last year, with travel comprehensive insurance showing the highest growth rate of over 68% and becoming the number one in online purchases among other insurance products.
Source: YAHOO
Reported 7 months ago
Leiyi-KY (6890), a newcomer in the shoe sector, debuted on the stock market on June 12, 2024, with each share priced at 85 yuan. With impressive May performance, Leiyi-KY attracted buyers and saw a first-day closing price of 184 yuan, up 99 yuan, a 116.47% increase, surpassing Fengtai (9910) to become the new king in the shoe sector. Leiyi's major clients include international brands like adidas, converse, HOKA, UNIQLO, for whom they manufacture leisure shoes, basketball shoes, tennis shoes, running shoes, trendy shoes, and waterproof shoes. Leiyi reported a combined revenue of 28.016 billion yuan last year, an EPS of 6.26 yuan, with a board-approved dividend of 5 yuan. As of the first five months of this year, Leiyi's combined revenue has reached 14.3 billion yuan, a 38.03% year-on-year increase. Riding on the strong demand for adidas and HOKA products, Leiyi saw considerable growth in revenue and profit, with the first-quarter revenue hitting 7.771 billion yuan, a 40.78% annual increase, an EPS of 3.36 yuan, representing 53.67% of last year's full-year EPS. Optimistic about its overall performance for the year, Leiyi has expanded its production capacity in Vietnam and will start operations at a new plant in Indonesia in the second quarter to meet the robust demand from major clients like adidas and HOKA.
Source: YAHOO
Reported 7 months ago
Norwegian rare earth company (REN) has discovered what is now confirmed to be the largest rare earth element deposit in Europe, and one of the few globally not owned or controlled by China, aiding in breaking China's dominance in rare earth supply. The deposit in Norway's Fen Carbonatite Complex holds an estimated 8.8 million tonnes of total rare earth oxide, with potential for extracting 1.5 million tonnes of rare earths related to magnets, to be used in electric vehicles and wind turbines. REN aims to assist the EU in meeting its 2030 goals under the Critical Raw Materials Regulation by continuing exploration in the area and starting mining operations by 2030, as rare earth supply worldwide currently falls short in meeting demands for energy transition.
Source: YAHOO
Reported 7 months ago
After an 8-month anti-subsidy investigation, the EU announced on June 12, 2024, that it would increase the temporary tariff rates on all Chinese electric car manufacturers, ranging from the current 10% to a maximum of 38.1%. If no consensus is reached with China on car production capacity issues, the new tariffs are expected to be implemented around July 4. While China strongly opposed the decision, the EU hopes to negotiate with China in the latter half of the year to find fair competition conditions for European car manufacturers without restricting free trade regulations.
Source: YAHOO
Reported 7 months ago
According to the latest national power resource supply and demand report released by the Ministry of Economic Affairs, the progress of renewable energy installations in Taiwan is not as expected, with the 2025 green energy target of 20% now estimated to only reach 15.5%. New Hope, the leading brand of solar inverters in Taiwan, is anticipating obtaining VPC certification for their 1,500Vdc inverters in the fourth quarter, aiming to offer customers more favorable options for large-scale installations. Despite being the industry's top shipper last year, New Hope remains focused on quality and service to stabilize orders in the current market environment. They are also planning to expand their energy product line to meet the demands of the Taiwan and global markets.
Source: YAHOO
Reported 7 months ago
Many steel products are exported from Taiwan to Europe, but the EU recently announced a unilateral change in rules by implementing a 15% cap on hot-rolled imports from all countries, including Taiwan, starting from July 1. This measure will lead to competition among countries and potentially impact steel mills like CSC and CHC in Taiwan. The EU's extension of steel import safeguard measures until 2026, which may overlap with the Carbon Border Adjustment Mechanism (CBAM) in 2026, could increase costs for businesses. CSC has acknowledged that this move will affect domestic industries, but they are closely monitoring the situation as the new regulations are still unclear.
Source: YAHOO