Reported about 1 year ago
After completing the price bottoming, Jiaze (3533) surged with a long red candle on June 14, hitting a short-term high of 1,755 yuan during trading, ending the day at 1,750 yuan with a 9.37% increase, reversing the weekly decline from negative to positive. Jiaze has two main advantages supporting its operational growth this year: increasing penetration rates of new products, with server products reaching nearly 30% this year compared to 20% last year, and the penetration rate of Notebook products flying from 15%-20% last year to at least over 30% this year. Another advantage comes from the growth in customer volume compared to last year. With these dual advantages, Jiaze is expected to achieve a revenue ratio of 45:55 between the first and second half of the year, with the latter outperforming the former.
Source: YAHOO
Reported about 1 year ago
AI PC的快速发展给整体PC市场带来新动力，特别是微软发布了Windows最新更新版的升级Copilot后，各品牌开始推出适配不同处理器平台的Copilot+ PC新品，已经开始小规模出货。主要ODM厂商包括广达、仁宝、緯创、英业达和和硕等，预计第二季出货将全面增加。受益于新处理平台的笔记本新品及商用和教育市场需求回暖，今年第一季起，五大ODM厂商的笔记本出货表现多出乎预期。各品牌如华硕和戴尔也推出了新的AI笔记本，带动了相关ODM厂商在第二季出货增加，从而拉动整体PC市场。
Source: YAHOO
Reported about 1 year ago
In June 15, 2024, Grand Hotel's Chinese restaurant offers a refreshing and delicious seafood experience with a new twist on Boston lobsters using traditional Sichuan and Cantonese methods. The menu includes six lobster dishes such as lobster ginger and scallion vermicelli pot, lobster baked with butter, traditional egg-baked lobster, lobster congee, Sichuan peppercorn lobster, and lobster with Mapo tofu. Each dish features a 600g Boston lobster prepared by the head chef, priced at NT$1,680, to satisfy even the most discerning palate. Don't miss the chance to savor the exclusive 'Six Flavors of Lobster' at Grand Hotel's Chinese restaurant.
Source: YAHOO
Reported about 1 year ago
If time allows, retirement financial planning does not need to be overly conservative; by moderately investing and extending investment time to reduce price fluctuation risks, the cumulative wealth effect can be effectively amplified. Penghu County Bank recommends regular fixed amount investment as the optimal method for painlessly preparing for retirement. According to a report released by National Chengchi University and Taiwan Life, the average age at which Taiwanese citizens start preparing for retirement is 37. By utilizing regular fixed amount investment, individuals can start preparing for retirement with just a few thousand dollars per month.
Source: YAHOO
Reported about 1 year ago
Investment experts are optimistic that the short-term roller positions, including short selling, external fund short selling, and the 'three-point roller situation,' will continue to heat up. With the early fermentation of the peak season effect in the third quarter, it will help related sectors maintain an upward trend. Furthermore, the positive signals in the market are sustained, with major stocks leading the charge and continuing to climb, indicating potential for new highs. Amid cooling US economic data and expectations of Fed rate cuts, Taiwan's stock market is boosted by capital inflows, especially with foreign investors showing a proactive buying attitude post-Dragon Boat Festival. Semiconductor and AI-related stocks are seeing significant buying interest, contributing to the market's bullish momentum. Despite concerns in the market, the overall sentiment remains stable, driving the semiconductor and AI sectors' fluctuating upward trend, along with rotation opportunities in non-tech sectors like shipping, heavy electrical, and construction, maintaining a positive upward trajectory.
Source: YAHOO
Reported about 1 year ago
Analyst Kung Hong-bin expects Taiwan's stock market, after a significant gap up in the previous week, to retest the gap and adjust its moving averages this week, limiting the index's space for operation. Recommendations for the week include buying shares of Shihlin Electric (1503), Billion Electric Co. (1616), Allied Automation (3483), Will Semiconductor (6449), and StarPower Semiconductor (2438). The market saw strength in heavyweights like TSMC and Foxconn last week, closing the bearish gap to reach historic highs, while the OTC index remained strong with continued breakthroughs, prompting attention to mid and small-cap stocks. The article suggests focusing on traditional industries favored by domestic funds, with emphasis on sector rotation for short-term trading strategies. Highlighted stocks include Shihlin Electric with growing market demand for transformers, Billion Electric's strong order book from Taiwan Power Company driving revenue growth, Allied Automation benefiting from increased demand for AI-powered cooling systems, Will Semiconductor expected to see revenue growth due to rising demand for solid-state capacitors, and StarPower Semiconductor showing positive revenue growth trends. Overall, the market is cautioned against chasing highs and advised to adopt a pullback strategy for investing.
Source: YAHOO
Reported about 1 year ago
The overall fortune for Libra this week reflects the importance of being happy first before life improves, echoing a classic quote by Alvin. Embracing learning is key to enriching life and brightening the heart. Both speculative luck and investment luck are not ideal this week, with a word of caution to observe more and act less in investment matters. Lucky items and colors include emerald and deep green, while fortunate numbers are 1, 4, 3, and 8 along with their combinations.
Source: YAHOO
Reported about 1 year ago
Premier Su Tseng-chang, along with other executive team members, visited the Shanlun Smart Green Energy Science City in Tainan on June 15, 2024. The Premier expressed plans to promote an 'AI Industry Zone' in Shanlun, focusing on stabilizing power supply and enhancing green energy, establishing data centers and supercomputers, and nurturing AI talents. The goal is to integrate efforts from various government agencies to drive research and development capabilities in Southern Taiwan, with a focus on AI industrialization and application in various fields to benefit society. The initiative aims to build a strong AI research and development hub in the Asia-Pacific region.
Source: YAHOO
Reported about 1 year ago
OpenAI, the AI startup established in a non-profit form in June 15, 2024, is preparing for a transformation. According to news website The Information, CEO Sam Altman disclosed to some shareholders the consideration of changing the company's governance structure to become a for-profit enterprise, a vision driven behind the scenes by major funder Microsoft. After Microsoft invested $13 billion in OpenAI last year, a boardroom incident led to Altman's removal, causing internal employee backlash until Altman returned. The potential transformation to a for-profit corporation would allow OpenAI to maintain its mission from the non-profit era of using AI for human welfare, while offering investors the chance to see returns sooner. With a current valuation of $86 billion, this shift could hasten OpenAI's path to an initial public offering (IPO) and potentially increase Altman's stake. However, some existing investors note that OpenAI still allows existing employees and others to sell shares through regular secondary offerings, lessening the pressure for an IPO. Microsoft executives have long aimed at seeing OpenAI mature into a for-profit enterprise, which would grant Microsoft greater influence through board seats and shareholder voting rights. Although Microsoft currently holds observer seats on OpenAI's board without voting rights, among the 8-person board, no external investors currently have seats.
Source: YAHOO
Reported about 1 year ago
Immerse yourself in the world of virtual reality with the upcoming immersive light and shadow art exhibition set to take place in July at the innovative exhibition center in Fengyuan, Taichung. Organized by Wanfang International Art and Creative Consultation, in collaboration with renowned international art director Wu Yongjian, the exhibition aims to explore the use of AI technology in urban aesthetic innovation and enhance international competitiveness. The event will showcase AI light and shadow technology to create the 'Virtual Universe - Immersive Light and Shadow Art Exhibition,' inviting audiences to prepare and experience the possibilities of the future ESG city with innovative art and technology.
Source: YAHOO
Reported about 1 year ago
Compiled by the Commercial Times Data Team on June 15, 2024, 4:10 PM: In business and enterprises, notable personnel changes include new appointments for general managers, directors, and resignations across various companies such as Cheng Mei Materials, Wei-Pu Industry, Su-Pao, and more in Taiwan. Changes in positions like general managers, spokespersons, and internal audit executives are highlighted, with retirements and new appointments being common occurrences in this week's updates.
Source: YAHOO
Reported about 1 year ago
金寶（2312）股價14日強勢上漲至18.4元，成交量超6萬張，顯示外資買盤積極。公司宣布新產品布局進展順利，已進軍伺服器和半導體領域，市場氛圍保守但客戶拉貨增多，預期下半年營運優於上半年。
Source: YAHOO
Reported about 1 year ago
On June 15, 2024, fund managers of Yuanta China New Opportunities Fund and Yuanta Greater China Dual Forces Fund, Xie Tianling, observed a market adjustment following a surge and subsequent drop in the Chinese A-share market in May, with a return to dividend style dominating. The US reported job growth exceeding expectations in May, but an increase in unemployment rate as well, raising concerns about inflation control difficulties. The Federal Reserve may not reduce interest rates at the June 13 meeting, focusing on adjusting market expectations. In China, discrepancies were noted in May manufacturing PMI reports, indicating underlying economic challenges. Emphasizing high-dividend and high-ROE assets in sectors like energy, home appliances, banking, and shipping is advised due to the low inflation environment and its impact on investment strategies.
Source: YAHOO
Reported about 1 year ago
104 Job Bank statistics show that job opportunities in June soared to 1.14 million, hitting a historical high and surpassing one million for 16 consecutive months, with 29,000 job opportunities related to AI reflecting a new direction in talent demand. Among the top three industries facing labor shortages are accommodation and food services, wholesale and retail, and the electronic information, software, and semiconductor industries, with online job opportunities totaling 237,000, 178,000, and 166,000 respectively. The growing demand for AI talent is diverse, with over half of AI job opportunities having no specific major requirements.
Source: YAHOO
Reported about 1 year ago
The founder and general manager of LLM Information, Li Zhenglin, has led the company for over 20 years to address investment challenges for domestic algorithmic trading investors using AI. Embracing the AI era, the company aims to seize new business opportunities with Li at the helm, illustrating his transition from a journalism aspiring economics graduate to establishing a successful company in the securities field through expertise in quantitative trading and upcoming AI advancements.
Source: YAHOO
Reported about 1 year ago
Taiwan Cement, Formosa Plastics, and Formosa Petrochemical will each hold their shareholders' meetings on June 18, 19, and 20, focusing on the impacts and strategies to address the termination of items under ECFA. The meetings also highlight succession plans within the Formosa Plastics Group, along with discussions on investment plans for company transformation. Addressing the influence of ECFA termination, the shareholders' meetings aim to navigate new market developments and applications. Succession plans are underway, with directors reshuffles and professional managers being appointed to key positions.
Source: YAHOO
Reported about 1 year ago
According to Hengda Investment consultant analyst Zhao Pengbo on June 15, 2024, the Taiwan stock market hit a new high of 22,504 points last week, driven by positive US CPI data and factors like Nvidia and TSMC ADR reaching new highs. Selected stocks this week include Yitai (1616), Morningstar Technology - DR (912000), Ruentex (3437), Diode (1609), and En-Tie (1528). Yitai, a major wire and cable manufacturer, has attracted significant capital recently, with a P/E ratio of 20 times, stock price rising above monthly and quarterly lines, and moderate increase in trading volume, indicating further upside potential. Diode, a producer of enameled wires and power cables, has seen its stock price reach a new high in a month with positive outlooks due to the arrangement of the monthly and quarterly lines. Morningstar Technology - DR, the world's second-largest wireless communication module manufacturer, has regained its monthly line and seen continuous foreign net buying, pointing to a favorable future performance. Ruentex, an LED packaging plant under Foxconn, achieved a revenue of 192 million in May with a 5.65% YoY growth, breaking through the monthly and quarterly lines with increased volume, signaling a high chance of rebound. En-Tie, a manufacturer of woodworking machinery and PCB production equipment, has the opportunity for further increase in the upward trend after the golden cross pattern appeared on the monthly and quarterly lines. The Weighted Index stabilized above the 22,000-point mark for three consecutive days last week, making it a crucial short-term support. The May CPI in the US, with a 3.3% YoY growth rate, has raised expectations for a rate cut in September, with the market estimating a probability of over 70% for a rate cut in September.
Source: YAHOO
Reported about 1 year ago
Li Qinghua, the Deputy Minister of Finance, has a strong background in tax expertise and is known for her empathy and ability to share the burden with her subordinates. She has held various positions within the tax system and has been praised for her professionalism and practical approach. Li has been instrumental in formulating major tax legislation, including optimizing income tax systems, increasing inheritance tax rates, and implementing taxation on overseas e-commerce. Her commitment to efficient and transparent tax policies has garnered praise from colleagues and the public. Li emphasizes the importance of timely communication, understanding, and fairness in tax principles, and her dedication to promoting tax reform is seen as crucial for the government. Her consistent efforts in enhancing fiscal support for welfare, education, culture, and public infrastructure underscore her commitment to a robust fiscal system and transparent tax administration.
Source: YAHOO
Reported about 1 year ago
Senvol Energy (6806) achieved a record monthly revenue of 1.403 billion NTD in May, marking a 152.08% year-on-year increase and driving up trading volume last week. With stock closing at 137.5 NTD on the 14th and surpassing all short-term moving averages, the company's fully-owned subsidiary, Fuwey Energy (100%), is progressing with Taiwan Power Company's offshore wind power project. The underwater foundation installation is expected to be completed by the end of this year, followed by wind turbine assembly and installation in the next year, with completion by the end of 2025. The peak period for major project revenues is predicted to be in 2024 and 2025, with around 65% of project revenues expected to be recognized over the next two years, leading to higher revenue and profits.
Source: YAHOO
Reported about 1 year ago
As the Taiwan stock market continues to challenge new highs, reaching 22,504 points, various sectors such as cooling systems, heavy electrical, construction, and shipping are seeing rotation of funds, with Taiwan Semiconductor Manufacturing Company (TSMC) no longer dominating the market alone. TSMC reached a market value of 24.2 trillion NT dollars with foreign and domestic investors both showing strong support. International tensions and rising shipping costs are impacting stock prices, while the heavy electrical sector, including key player Delta Electronics, is seeing a resurgence due to concerns of power shortages affecting chip supply chains. Analysts predict a potential market challenge ahead with the possibility of reaching 23,000 points this week.
Source: YAHOO
Reported about 1 year ago
On June 15, 2024, at 4:10 pm, Taiwan Power Generation (8926) saw improved operations due to summer electricity usage. Closing at 47.8 yuan on the 14th, it rose by 2.58%, with trading volume doubling to 4,157 shares compared to the previous trading day. The stock price surpassed the 46.65-yuan resistance, with short-term bullish and bearish volume strength increasing, crossing above the 5-day, 10-day, monthly, and quarterly lines, and KD values trending upward. Q1 EPS was 0.42 yuan, with revenue for the first five months reaching 3.785 billion yuan, up 79.17% year-on-year. The Senboku Phase II is expected to commence operation mid-year, doubling the usable generating capacity from 1GW to approximately 2GW, adding extra non-operating income. The development rights for the Usan Head Photovoltaic Phase II (capacity of 13MW) and the Changhua Yongxing (capacity of 30MW-32MW) fishery-solar symbiosis development rights are expected to be grid-connected in 2025. For more news, refer to Commercial Times' report: 'COVID-19 outbreak escalates in Xi'an prompting emergency city lockdown, potentially impacting semiconductor and automobile industries... US economic recovery too robust, potentially impacting global economy; third-generation semiconductors poised for significant development.'
Source: YAHOO
Reported about 1 year ago
On June 15, 2024, it was reported that after the US announced on May 14 a significant increase in tariffs on a range of Chinese import products including electric cars, batteries, and solar products, with electric car tariffs set to rise from 25% to 100%, some tariffs expected to be effective from August 1. In response, a large number of US business groups have requested the Biden administration to delay the plan and have an additional month for further discussions on imposing higher tariffs.
Source: YAHOO
Reported about 1 year ago
Last week, Taiwan stocks led by heavyweight electronics stocks such as TSMC and Hon Hai Precision Industry hit a new historical high, with the Weighted Index reaching a new high. The electrical engineering group continued its uptrend, with major players performing well. In the short term, power grid projects benefitting Taiwan Power Company may continue to perform strongly, while long-term industry trends focus on AI semiconductors, GB200 supply chain, Apple concept stocks, and construction sectors. Among the stocks to watch are Shengde and Jingtang, which are among the companies poised for improved revenue. Shengde is expected to see a slight increase in revenue in the second quarter, with a potential rebound in profit margin, signaling a turnaround from losses to profits.
Source: YAHOO
Reported about 1 year ago
Kayyan (1786) benefits from the booming shipment of adhesive gel, with revenue reaching 330 million yuan in the first five months of 2024, a year-on-year increase of 42.1%. The first-quarter net profit after tax reached 51.7 million yuan, a 58% increase compared to the previous year, with EPS at 0.76 yuan. The company's fundamentals are strong, attracting increased buying interest recently. On the 14th, the stock price rose by 6.89% to 124 yuan, crossing the moving average and turning bullish on the KD indicator, with trading volume reaching 2,657 shares. The company is expected to achieve high growth in operations this year, particularly with its main product, the anti-adhesive gel, achieving 100% coverage in Taiwan's medical centers and promising benefits in overseas markets in the third quarter; overseas expansion of subcutaneous fillers and joint cavity injection drugs also shows promise. The self-collagen-proliferating agent (PLLA) has obtained Taiwan's pharmaceutical certification, being the only domestically produced product licensed with the same ingredients as those approved by the U.S. FDA, expected to contribute in the second half of the year.
Source: YAHOO
Reported about 1 year ago
According to the latest insurance industry data released by the Hong Kong Insurance Authority, mainland visitors' insurance premiums in Hong Kong reached HK$15.6 billion in the first quarter of 2024, with an annual growth of 62.5%. The premiums amount to the second-highest level in history, accounting for 24% of total premiums in Hong Kong. Mainland visitors show a preference for life insurance, with an average premium of HK$390,000 per policy.
Source: YAHOO