Reported about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year ago
Source: BARRONS
Reported about 1 year ago
Palantir Technologies has achieved a notable increase in its Relative Strength (RS) Rating, now scoring a 91. This improvement underscores the company's strong performance in the market, attracting investor interest and signaling potential growth opportunities.
Source: INVESTORS
Reported about 1 year ago
Trina McGee, known for 'Boy Meets World,' is expecting her fourth child at age 54, describing the pregnancy as 'completely natural' and feeling like a miracle. She and her husband plan to wait to name the baby based on the child's characteristics following an indigenous African tradition. While her former castmate had initial skepticism, McGee received an outpouring of love and support from fans upon announcing the pregnancy on Instagram.
Source: YAHOO
Reported about 1 year ago
Jimin surprised fans by revealing his upcoming second solo album, 'Muse,' set to release on July 19th. In the teaser, Jimin was seen holding sheet music with the words 'La Lettra,' sparking speculation about a potential upcoming single. Stay tuned for more updates!
Source: YAHOO
Reported about 1 year ago
Is B.A.P making a comeback? Fans are moved to tears as the captain shares a long-awaited rabbit photo: Come back soon
Source: YAHOO
Reported about 1 year ago
Senate Majority Leader Chuck Schumer has initiated the process for a vote on the Reproductive Freedom for Women Act, which aims to reestablish a national right to abortion before the third trimester by codifying the protections of Roe v. Wade. This action follows previous votes on legislation protecting women's access to contraception and in vitro fertilization, which were blocked by Republicans. The upcoming vote is expected next month as the Senate goes on a two-week recess. Schumer criticized Republicans for aligning with extremist views on reproductive rights while they argue the Democratic bills were drafted too broadly with unacceptable provisions.
Source: YAHOO
Reported about 1 year ago
JPMorgan's chief global markets strategist, Marko Kolanovic, predicts a 23% decline in the S&P 500 by the end of 2024. He highlights the need for significant changes, particularly in the tech sector, to prevent this downward trend. Despite some bullish sentiments in the market, Kolanovic maintains his bearish outlook, citing concerns about earnings growth and the overall economic landscape.
Source: YAHOO
Reported about 1 year ago
The Federal Trade Commission (FTC) has filed a lawsuit against Adobe, alleging that the software company violated consumer protection laws by making subscription cancellations difficult for consumers. Adobe responded by stating they prioritize ensuring positive customer experiences and provide transparent terms and a simple cancellation process. The lawsuit claims Adobe trapped customers into year-long subscriptions with hidden fees and hurdles for cancellation, resulting in a legal battle between the company and the FTC. The lawsuit references a 2010 consumer protection law designed to protect online shoppers from unfair practices.
Source: YAHOO
Reported about 1 year ago
Sabato De Sarno presented a colorful and precise men's Spring Summer 2025 collection for Gucci in Milan, marking the conclusion of Milan Fashion Week. The collection featured vibrant prints, structured leather jackets, and innovative styling details like chunky sunglasses and detachable bags. Serena Williams praised De Sarno's designs, while Giorgio Armani showcased soothing hues and relaxed tailoring in his Spring-Summer 2024 collection, emphasizing his timeless and steady evolution in the fashion industry.
Source: YAHOO
Reported about 1 year ago
Morgan Stanley reiterates its Overweight rating on Dell Technologies stock, causing a 6% increase. The firm emphasizes Dell's competitive advantages, particularly in the AI server market driven by cloud service providers. Analysts are positive about Dell's future performance and potential for higher margins, predicting a $155 price target with a bull case target at $200.
Source: YAHOO