Reported 10 months ago
晶圓級封裝廠精材（3374）17日公佈4月財報，單月EPS為0.15元。產能利用率提升，第二季營運受惠消費性電子相關備貨動能增溫，車用CIS客戶需求向上，預計下半年營運漸入佳境。12吋新廠建置如期完成，預估明年營收逐步增溫，晶圓測試業務毛利優於封裝，長期獲利成長。
Source: YAHOO
Reported 10 months ago
During Chinese Premier Li Keqiang's visit to Australia on June 17, 2024, both countries expressed willingness to improve their long-strained relations, leading to the restart of the China-Australia Strategic Economic Dialogue within 2024. China also invited Australian leaders to visit when convenient and included Australia in the list of countries eligible for unilateral visa-free entry. The meeting resulted in five cooperation memorandums covering topics such as trade and climate change, signifying a positive step towards enhanced bilateral cooperation.
Source: YAHOO
Reported 10 months ago
On June 17, 2024, China's National Bureau of Statistics announced economic performance data for May, revealing a notable acceleration in consumer spending compared to the previous month, surpassing market expectations. However, industrial value-added and investment fell short of expectations. Although the overall May economic operation appeared stable, external challenges and insufficient domestic demand continue to pose difficulties to sustained economic growth. The statistics showed a 3.7% year-on-year increase in total retail sales of consumer goods in May, surpassing market expectations, while industrial value-added and investment figures were slightly lower than anticipated.
Source: YAHOO
Reported 10 months ago
Peng Wei-Lin / Taipei reported on June 17, 2024, at 4:10 pm. The market eagerly anticipates the launch of the Apple iPhone 16, boosting both the operation and stock price of Largan (3008), positioning itself to benefit from Apple's success. Largan's stock price has surpassed the 2,600 yuan mark, rising for four consecutive days with a 17.83% increase. Foreign investors and investment trusts are back in the game, buying more Largan shares. Largan's revenue for May reached 3.486 billion yuan, a 0.83% monthly increase and a 32.73% annual increase, achieving double growth in revenue. Analysts believe that the demand for high-end lenses will enhance Largan's profitability. Largan's primary revenue driver will be in H2, with the possibility of reaching full capacity in Q4. Although the proportion of lenses using 8P has increased compared to last year, the upgraded versions including periscope lenses and glass-plastic hybrid lenses did not significantly boost shipment volume. Largan continues its focus on smartphone lenses while diversifying into AR/VR products, automotive, module plants, contact lenses, batteries, and more. Among these, StarVision contact lenses have emerged as a valuable contributor to revenue. *[Warrant investments carry risks; the information in this section is for reference only and does not constitute an invitation, solicitation, or any other form of advice or recommendation. Readers are advised to proceed with caution]*
Source: YAHOO
Reported 10 months ago
Chris Wu from Cathay Futures Consultants and Huang Yen-Hong summarized the article on June 17, 2024, at 4:10 pm. This week, Japan will release May CPI and inflation data, with expectations that the yen will remain weak due to inflationary pressures. The Bank of Japan is expected to gradually reduce bond-buying as a preparation for the next interest rate hike. With the quad-witching day approaching, where multiple commodities settle simultaneously, and the yen short positions being covered, this could be seen as an opportunity for the yen to bottom out. Japan's GDP for the first quarter was revised to -1.8%, better than expected and a slight improvement from the initial -2.0% drop. The large manufacturing industry's business sentiment index for the second quarter was -1.0, better than the previous quarter. May's domestic Corporate Goods Price Index (CGPI) showed a 0.7% and 2.4% increase from the previous month and the same period last year, respectively, exceeding expectations. The Bank of Japan decided to keep the interest rate target at 0-0.1%, but Governor Haruhiko Kuroda indicated a gradual reduction of bond purchases and a possible rate hike in July. This led to the yen gapping up, bouncing off a 31-year low and crossing above short-term moving averages. The revised values for Japan's April seasonally adjusted industrial output and equipment usage were -0.9% and -0.3%, worse than previous figures, while the core machinery orders fell by 2.9%, surpassing estimates. The Japanese government's annual economic blueprints show weak consumption and uncertain inflation prospects, with recent data indicating that despite some recovery in corporate and private consumption, it still lags behind market expectations.
Source: YAHOO
Reported 10 months ago
大葉高島屋舉辦「精彩30‧感恩有您」系列活動慶祝30周年，包括珍貴老照片展、DOZO Market台灣物產展，以及豐富的回饋活動。活動中推出多項優惠抽獎和消費回饋，並展出具有收藏價值的紀念商品。活動亮點是展出35張1994年至2014年大葉高島屋相關照片，邀請民眾共同走進時光隧道。
Source: YAHOO
Reported 10 months ago
The Directorate-General of Budget, Accounting and Statistics has created the 'New Salary Distribution Statistics,' aiming to show the percentage of people earning different monthly salaries to provide a more frequent and accurate reflection of the current situation compared to the annual median salary release. The challenge lies in accurately describing the data due to the statistical unit being based on workplaces instead of individual employees, leading to difficulties in wording. After much deliberation, it was concluded that using the phrase '68% of employees work in workplaces where the average monthly salary is below 50,000' was clearer. Simplifying the reporting process and aiming for better understanding among readers is emphasized, urging a move away from convoluted descriptions and towards more straightforward communication.
Source: YAHOO
Reported 10 months ago
Wei Qiaoyi, Dai Ruiyao/Taipei Report on June 17, 2024, at 4:10 pm, Financial Supervisory Commission Chairperson Peng Jinlong stated that in the future, major shareholders will be regulated towards 'proportional rights and responsibilities, and transparent information.' The Financial Supervisory Commission's attitude towards major shareholder supervision has shifted. Chairperson Peng Jinlong emphasized the need for major shareholders to bear corresponding responsibilities for their rights, advocating for transparent supervision and lawful administration. The regulation of major shareholders in the financial industry has been strengthened to separate ownership and management rights, and there are plans to amend laws such as the Financial Holding Company Act and the Banking Act.
Source: YAHOO
Reported 10 months ago
Yanzhou (4306), Beike (8927), and Yongjie (4714) have benefited from asset revenue boost. Yanzhou reported total sales of 3.05 billion yuan with the 'Wangzhou Yipin' project starting home deliveries in May, followed by the 'Yanzhou THE ONE' project expected to be completed by the end of the year, indicating a significant revenue increase for the group starting from the second quarter. Beike's revenue in May saw an 86.07% increase and 63.98% increase for the first five months thanks to new operational points for gas stations in Hualien and Gui Ren, while Yongjie's revenue grew by 14% in the first five months due to increased demand for sports customers and new certifications for flexible HC materials.
Source: YAHOO
Reported 10 months ago
Hego Xuanrong, the representative of the Coinsafe Asia Pacific Regional Team, emphasized the importance of close communication among various sectors to ensure that regulations keep up with blockchain technology advancements and encourage innovation in the development of virtual assets. With the new government in Taiwan, the Financial Supervisory Commission (FSC) has shown willingness to open up opportunities for professional firms to invest in Bitcoin ETFs, marking a significant milestone for the virtual asset industry in Taiwan. The FSC aims to balance 'security' and 'development' in creating a new financial market landscape and enhancing financial innovation by establishing specialized units and promoting regular reviews of financial regulations. The article stresses the need for collaboration among stakeholders, including blockchain and fintech companies, government agencies, and financial institutions, to foster innovation and ensure market regulation keeps pace with industry advancements.
Source: YAHOO
Reported 10 months ago
Following the trial operation approval granted by the Financial Supervisory Commission on March 29 this year, Fubon Property and Taiwan Mobile have officially received the approval to launch innovative insurance services, the first in the industry to do so. Fubon Property integrated the online insurance process into the Taiwan Mobile Customer Service App, allowing customers to conveniently purchase travel and inconvenience insurance directly through the app before going abroad. The success of the trial period led to the official launch of this innovative insurance service, emphasizing the increasing awareness of safety and risks among the public when traveling abroad.
Source: YAHOO
Reported 10 months ago
Trade-VK delivered excellent performance in the first quarter, with an EPS of 3.56 yuan, higher than the previous quarter's 3.11 yuan. Despite TSMC's stock price consolidating, Trade-VK and Asustek both soared to historical highs on June 17. Trade-VK's stock price rose by 8.5% to 351 yuan, setting new high prices. Analysts are optimistic about Trade-VK's future performance in the HPC server sector. Asustek's stock price also hit a record high, closing at 311 yuan, with expectations of better performance in the second quarter.
Source: YAHOO
Reported 10 months ago
Shin Po Pharmaceutical (6535) benefited from the nearing completion of the phase three clinical trial of new drug LT3001 for treating acute ischemic stroke, with a chance to unblind by the end of the year. This news propelled the stock price to surge gap up to the limit up at 208 NTD on June 17, with a trading volume of 2,831 shares. If it can hold above 200 NTD, it is likely to continue its upward momentum. The company has obtained drug approvals in six countries for the long-acting analgesic injection LT1001, and the highly anticipated LT3001 has seen faster-than-expected progress in clinical trials in China.
Source: YAHOO
Reported 10 months ago
Sumitomo Chemical, a Japanese polarizing film manufacturer, is planning to cut 30% of its polarizing film production and shut down a production line in Tainan and one in South Korea, which will result in 4,000 job cuts globally. Concerns arose regarding the status of Sumitomo Chemical's subsidiary, Sun Chemical Technology in Taiwan, but the company assured that operations are normal with no layoffs. With Sumitomo reducing production, this is expected to help stabilize the supply and demand of polarizing film. Sun Chemical Technology, Sumitomo Chemical's production base in Taiwan, mainly handles the production and sale of polarizing plates, color photoresist, and sputtering targets, employing around 1,800 people in Taiwan. Nankang Management Bureau confirmed the company's stability and emphasized that the rumors of layoffs, including the recent ones in March, are inaccurate.
Source: YAHOO
Reported 10 months ago
The Century Group's Century Huanxin Wind Energy (7752) held a pre-IPO briefing on June 17th in preparation for its listing on June 19th. The company's main focus is on manufacturing offshore wind power foundation components, and it achieved its first profit last year. With the government's continued support, the company foresees promising profit prospects. Century Huanxin's future operations will center on underwater foundation piles, and it is expanding its production capacity to meet the growing demand in the wind power sector.
Source: YAHOO
Reported 10 months ago
On June 17, 2024, at 4:10 PM, the Central Bank implemented real estate credit control measures for the sixth time. Hsinchun Real Estate Think Tank CEO He Shichang believes that this move will drive funds into non-regulated areas with science park themes, such as Miaoli, Chiayi, and Pingtung. The new measures are expected to have three major impacts on the property market: reducing loan-to-value ratios for second homes in specific areas, potentially leading to disputes during handovers; encouraging funds to move towards non-regulated areas with science park themes; and pushing second-home buyers towards the pre-sale market, benefiting pre-sale properties but not the existing home market. He warned that the Central Bank's increased reserve requirements may disadvantage small and medium-sized developers by diverting funds to larger developers.
Source: YAHOO
Reported 10 months ago
台玻（1802）的玻纖布業務因全球市占擴大有望改善獲利狀況，計畫全年產品盈虧打平。公司聚焦高階技術的Low DK玻纖布研發，看好未來5G與太空科技場景下對高技術玻纖布的需求增加。台玻將挑戰全球市占超過30％。此外，台玻宣布對子公司台灣玻璃中國控股進行資本額減資。
Source: YAHOO
Reported 10 months ago
The Insurance Bureau aims for the life insurance industry to be in line with the IFRS17 debt accounting and new generation solvency abilities by 2026. The Financial Supervisory Commission emphasizes that this alignment is not about overturning anyone but helping the industry adapt to future risks, with a 15-year transition period provided. The focus is on enhancing capital adequacy ratios to prepare for market fluctuations and addressing issues such as foreign exchange hedging costs, IFRS17 alignment, and new generation solvency abilities to ensure smooth implementation by 2026.
Source: YAHOO
Reported 10 months ago
AI PC筆電全面問世，預計將為電腦市場帶來活水，仁寶、廣達、緯創、英業達、和碩等ODM廠將受益。隨著AI PC新產品問世，仁寶預計第二季PC出貨量將季增個位數百分比，廣達則認為AI PC是不可避免的趨勢，未來市佔率將提升。和碩預期第二季筆電出貨量將比第一季成長約20％，而英業達表示AI PC仍處試水階段，待市場接受度成熟後將進一步發展。
Source: YAHOO
Reported 10 months ago
美股開盤時，NVIDIA、蘋果和微軟市值再度爭奪龍頭地位。NVIDIA早盤市值超越蘋果，成為美股第二，但後來蘋果又奪回頭銜。蘋果和微軟在最大科技股ETF中有較高權重，而NVIDIA的市值若升至第二，將在ETF中擁有更大權重。預測顯示輝達將在近期再次吸引大量交易，有可能推升其股價。
Source: YAHOO
Reported 10 months ago
Originally built in 1897 near Philadelphia, Lynnewood Hall was intended for Peter Widener and his family, but tragically, some heirs died on the Titanic. Left abandoned for years, the mansion was later purchased by the Lynnewood Hall Preservation Foundation in 2023 for over $9 million with plans to restore it, featuring 32 bedrooms, 28 bathrooms, and stunning architecture reminiscent of a bygone era. The foundation aims to revive this historic estate, estimated to cost around $110 million for full restoration.
Source: YAHOO
Reported 10 months ago
As several financial firms raise their target goals for the S&P 500 (^GSPC), Evercore ISI notably increases its target to 6,000. Roth MKM Partners Chief Economist and Macro Strategist Michael Darda warns investors about chasing the market momentum and the dangers of leveraging in the current frenzy. He advises diversifying investments and considering laggard areas when building a long-term portfolio, emphasizing the importance of not getting caught up in a chase and maintaining a cautious approach.
Source: YAHOO
Reported 10 months ago
Citigroup Inc.'s US equity strategist has revised the year-end forecast for the S&P 500 Index to 5,600 from 5,100, attributing it to the strength in technology stocks like Apple Inc. and expectations for earnings growth extending to other S&P 500 companies. This update makes Citigroup the third firm, after Goldman Sachs Group Inc. and Evercore ISI, to raise their forecast for the index, signaling optimism in the market despite previous forecasts being surpassed. The heightened optimism is influenced by the growth of mega-cap tech stocks and positive economic factors, leading to an increased chase among Wall Street forecasters to keep up with the rally this year.
Source: YAHOO
Reported 10 months ago
Source: BARRONS
Reported 10 months ago
Source: INVESTORS