Reported about 1 year ago
Taiwanese game stock leader Gigadevice (3293) reported a May revenue of 1.572 billion NT dollars, up by 8.5% monthly and 35.56% yearly, breaking through the 15 billion mark for the first time and hitting a record high. Analysts believe Gigadevice's second-half revenue will outperform the first half, exceeding market expectations, with EPS expected to grow along with revenue. The revenue surge is mainly attributed to entering new markets in Europe and Southeast Asia, both in high-growth stages, in addition to steady growth in Taiwan and the US markets. The company's revenue, with a significant focus on game licensing, is poised for further growth due to its substantial online game revenue, 93% coming from online games and 7% from commercial game machines, and a high gross profit margin of 97% in the first two months of this year.
Source: YAHOO
Reported about 1 year ago
Indian Prime Minister Modi was re-elected for his third term on June 12, 2024, but his ruling party's vote count was not impressive. Despite a brief stock market slump on the 4th, it rebounded the next day as analysts believe the election results won't affect India's stock market's long-term bullish trend. Various fund managers expressed that while short-term volatility may occur due to the less favorable party votes, overall policies, especially those related to manufacturing, are expected to continue, with strong economic growth momentum supporting positive medium-to-long-term performance. The election outcome is viewed to maintain stability and continue reforms for India's long-term growth trajectory.
Source: YAHOO
Reported about 1 year ago
The latest ranking of the top ten global wafer foundries was announced by TrendForce on June 12, 2024, showing TSMC, Samsung, and SMIC taking the top three spots in terms of revenue in the first quarter. TSMC's market share increased from 61.2% to 61.7% from the previous quarter, with only a low single-digit quarterly growth expected for the second quarter. The first quarter saw challenges in the foundry industry due to seasonal slowdowns in consumer electronics, while only AI servers stood out as a bright spot in the supply chain. TSMC's revenue slightly dropped due to a slowdown in consumer stockpiling, but with expectations for growth in the second quarter driven by Apple's preparation cycle and steady demand for AI servers. Samsung, on the other hand, faced revenue declines in the first quarter with market share remaining at 11%. SMIC's revenue performance surpassed competitors in the first quarter, reaching a market share of 5.7% and rising to third place, benefiting from the trend of domestic replacements in China and demand for peripheral ICs in new Chinese smartphones and OLED DDIs.
Source: YAHOO
Reported about 1 year ago
美國聯準會延後降息時程導致10年期公債殖利率上升，影響投資級企業債市場，ESG投資紅利凸顯：ESG投資級債下跌1.6％、非投資級債上漲1.9％，美股第一季獲利亮眼推ESG股票指數上漲4.1％，ESG基金表現優於全球股市，柏瑞投信建議提前布局。全球ESG股票展望正面，企業獲利強勁，資金可能重回ESG股市，而符合ESG標準的企業有機會獲利增加。台灣加緊淨零轉型對ESG低碳概念股有利，市場重點將放在低碳股的未來發展。全球綠色政策推動下，ESG碳商機帶來產業機會。
Source: YAHOO
Reported about 1 year ago
Fushide, a leading bearing manufacturer, reported a net profit of 70 million yuan in April, up 21% annually, with an earnings per share of 1.02 yuan. Combined with the first-quarter profits, the total EPS for the first four months of this year reached 4.29 yuan. Due to insufficient production capacity of high-end mobile phone chip by a Chinese-owned folding phone brand, Fushide and another supplier, Zhaoli, experienced weaker revenues in May. Fushide's May revenue dropped to 500 million yuan, down by 17.5% monthly but still up by 6.16% annually, accumulating a revenue of 2.817 billion yuan in the first five months, a 55% increase year-on-year. The company also recently announced a net profit of 70 million yuan for April, with an EPS of 1.02 yuan, totaling 294 million yuan net profit for the first four months, at 4.29 yuan per share. Zhaoli's May revenue decreased to 688 million yuan, down by 22.4% monthly, with only a slight 0.69% annual increase, hitting a one-year revenue low. The article also mentioned the impact of the COVID-19 situation in Xi'an on the semiconductor and automotive industries, as well as the upcoming deadline for domestic investors to balance their accounts.
Source: YAHOO
Reported about 1 year ago
金管會預計在最快六月底宣布開放主動式ETF及多資產ETF，此舉受到境內外基金業者的期待，他們希望能夠參與股市及債市多頭行情以擴大市占及管理規模。新的主動式ETF可讓基金經理有更大主動性去選股，而多資產ETF則同時追蹤股票指數及債券指數，將提供更強的靈活性。此舉若得以實現，將為台灣市場帶來新的資金動能。
Source: YAHOO
Reported about 1 year ago
Wan Hai (2615) announced on June 12, 2024, that they have signed an ESG sustainable-linked syndicated loan case with Mega Bank for 11 billion yuan, oversubscribed by 1.22 times, mainly to invest in the construction of the fifth container terminal and container yard at Kaohsiung Port, expected to be completed and operational by 2026. Wan Hai has been actively securing leases for terminals, including in Yokohama Port in Japan for ten years, expected to start operations in 2026; and leasing the fifth container terminal at Kaohsiung Port for full automation construction. In other news, Micron surged over 9% in early trading, and the Academia Sinica predicts Taiwan's inflation will exceed 2% next year.
Source: YAHOO
Reported about 1 year ago
聲寶家電公司總裁陳盛沺表示，今年聲寶營收目標挑戰百億元，加速轉型拚成長，計劃在日本外銷冰箱，推出新品牌瑞智空調，並進行廠房擴建及產能提升，在市場競爭下積極開拓海外市場。
Source: YAHOO
Reported about 1 year ago
根據傳聲筒指出，聯準會（Fed）可能在明晚的利率決策中降息1到2次或完全不降，視乎最新的通膨數據對於利率預測的影響。之前點陣圖顯示多數決策官員預計今年將降息2到3次，但由於通膨數據不如預期，市場懷疑Fed是否會實施降息。依據外媒報導，Fed將於6月例會後僅剩下4次例會，若中位數顯示今年降息2次，可能在9月實施降息。
Source: YAHOO
Reported about 1 year ago
As peak season approaches, shipping companies have announced price increases; however, with reports of a ceasefire agreement in the Middle East, the Shanghai-Europe Line Shipping main contract plummeted, affecting the stock performance of the top three container shipping companies. Despite stabilization in the Europe Line Shipping contract, the shipping index futures on June 12th continued to show short-term weakness with a bearish trend, officially falling below the monthly line. Following the United Nations Security Council's resolution supporting an immediate ceasefire between Israel and the Hamas organization in Palestine, the stock market faces uncertainties with the escalation of geopolitical risks in the Middle East. TSMC, whose revenue remained high in May, is expected to have a quick ex-dividend week on June 13th and will likely support the Taiwanese stock market as it anticipates stronger revenue momentum in the second half of the year due to AI advancements.
Source: YAHOO
Reported about 1 year ago
TSMC's stock price hit an all-time high of 900 on June 12, following the announcement of stock dividends. Foreign investors increased their position in TSMC, driving the market value to 23.57 trillion NTD and leading to bullish market expectations. TSMC is expected to continue its strong performance driven by future wafer manufacturing price hikes and the support of both domestic and foreign funds. Analysts predict potential factors affecting TSMC's stock price includes uncertainty due to US inflation and the Federal Reserve's interest rate adjustments. Projections for TSMC's stock price range from 1,000 to 1,040 NTD.
Source: YAHOO
Reported about 1 year ago
普華國際不動產公司統計指出，今年第一季永和頂溪商圈土地交易增長近2倍，主要受惠於青年安心成家購屋優惠貸款方案，建商有信心增加土地庫存。該商圈位於台北市附近、生活機能完善，多有建商在此開發都更案。對於位於「頂溪站西側更新計畫範圍」的基地，投資人或建商將可立即開發或透過危老都更鄰地整合。此案將於8月22日開標，有意投資者可留意。
Source: YAHOO
Reported about 1 year ago
Shanda (2743) shareholders meeting on June 12, 2024, approved the annual financial report and profit distribution proposal, with last year's EPS reaching 9.66 yuan and cash dividend of 3 yuan. Shanda is optimistic about this year's business outlook, showcasing a comprehensive layout of various travel product lines, combining group tours and independent travel, maintaining strong operational momentum. For more information, refer to Commercial Times report on global server shipments picking up TrendForce: Expected 5% growth next year, investment trusts scrambling to make accounts, top five favorite stocks include Xunlei's facial recognition technology contributing to next year's revenue.
Source: YAHOO
Reported about 1 year ago
On June 12, 2024, Sunplus Semiconductor (8028), a member of the TSMC alliance, surged with the stock price hitting the daily limit of 70.5 yuan as TSMC's price also strengthened. The stock remained strong throughout the day, closing at a record high for the year 2024, with a 35.67% increase. Sunplus Semiconductor is optimistic about markets such as recycled wafers, wafer thinning, and wafer-loading, actively expanding production capacity with the second phase of its China-Hong Kong factory expected to be completed by the end of 2024, achieving a total capacity of 600,000 wafers per month. Additionally, the company is evaluating the establishment of overseas production bases in the United States and Japan to meet the demand from overseas factories of key customers and foreign clients on-site.
Source: YAHOO
Reported about 1 year ago
科科科技股票初次公开募股（IPO）流标，承销商统一证券未完成承销作业导致无法上市，董事长指责统一证券失职失能。公司原计划6月19日上市的案件因此取消，成为史上首例承销作业失败而无法上市的案例。公司认为统一证券态度消极不专业，在近半年的上市计划中多次未尽责，对公司造成重大影响，将采取必要措施捍卫权益。
Source: YAHOO
Reported about 1 year ago
Daikin specializes in air conditioning products and has consistently outperformed other large competitors in the global air conditioning market with innovations such as core technologies like DC inverter, compressors, refrigerants, multi-control, quiet airflow, and fan technology. Daikin aims for carbon neutrality by 2050 through product emission reduction, solutions deployment, and contribution to emission reduction by improving energy efficiency of air conditioning products, developing and using low global warming potential refrigerants, enhancing energy efficiency through green building and smart energy management, and promoting heat recovery through heat pump use. Daikin's R32 next-generation environmentally friendly refrigerant models have reduced 260 million tons of CO2 emissions globally, contributing significantly to slowing down global warming. Daikin leads the way in the air conditioning industry with green innovation products, working towards energy conservation and carbon reduction for a sustainable future.
Source: YAHOO
Reported about 1 year ago
The Taiwan Futures Exchange (TAIFEX) is set to hold its shareholders' meeting on June 24, coinciding with the election of directors and supervisors. With the appointment of a new Cabinet led by Premier Su Tseng-chang and Financial Supervisory Commission Chairman Thomas Huang following the Democratic Progressive Party's inauguration, TAIFEX personnel decisions have become the first significant financial industry affair under the new leadership. It is widely believed in the market that the current Chairman Wu Tzu-hsin and CEO Chou Chien-lung are likely to be re-elected based on their performance during Wu's term, which saw the exchange's steady growth and introduction of diverse and unique products, leading to increased trading volume and a more robust futures market in Taiwan. The board consists of a total of 20 members, including 15 directors and 5 supervisors, with two non-shareholder directors appointed by the regulatory body expected to take the helm at TAIFEX, while the rest will include representatives from academia and industry sectors. Shareholder representatives from futures associations, securities firms, and banking sectors will also be selected according to past conventions for a balanced representation from various industry sectors in the board nominations.
Source: YAHOO
Reported about 1 year ago
On June 12, 2024, the chairman of the Financial Supervisory Commission (FSC), Peng Keng-long, stated at the Legislative Yuan's Finance Committee that they will continue to push for legal amendments to strengthen the oversight of major shareholders in financial institutions. Concerns were raised about Cathay Financial Holding's major shareholder, WPE Development, acquiring a significant stake last year. WPE Development plans to appoint only one director and one independent director, which does not raise concerns about separating ownership and control. Additionally, the FSC addressed inquiries concerning alleged violations of insurance laws by New Chinese Chairman Wu Tung-chin, referring the case to its resident prosecutor for further investigation.
Source: YAHOO
Reported about 1 year ago
Taiwan's stock market saw a 3.8% surge in May, marking the fourth consecutive month of gains with increased foreign investment. The recent Taipei International Computer Show (COMPUTEX) focusing on AI and robotics industries is expected to revitalize electronics stocks, particularly in AI servers, cooling systems, equipment, robots, AI PCs, IC design, and more. With the upcoming shareholder meeting season and positive outlook on operations, investors are advised to pay attention to these sectors. The shift towards AI PCs from cloud computing, coupled with the need for improved data center equipment due to increased data processing demands, particularly in high-powered AI servers, highlights the growing importance of cooling systems in the AI era. Fund managers anticipate a bullish future for tech sector stocks on Taiwan's stock exchange as they continue to reach new highs, expecting positive financial outlooks from key tech companies. Despite potential market fluctuations, the overall sentiment remains optimistic, emphasizing the continued growth potential of AI-related industries.
Source: YAHOO
Reported about 1 year ago
Billionaire Elon Musk withdrew his lawsuit against OpenAI, the developer of ChatGPT, and its founder Sam Altman on June 11 at the San Francisco court. While Musk's actions may suggest a truce, as one of the most influential tech entrepreneurs, the competition between Musk and Altman in the field of artificial intelligence (AI) continues. Meanwhile, a Tesla shareholder sued Musk for allegedly profiting from insider trading by selling Tesla stock before disclosing significant information, demanding the return of illicit gains. Musk's lawsuit against OpenAI in February accused the company of deviating from its original non-profit focus on developing AI for the benefit of humanity. Musk's lawyers requested to withdraw the case without providing reasons, indicating potential for further legal battles despite cancellation. This reflects Musk's long-standing dissatisfaction with OpenAI, which he was part of in its early stages. OpenAI made waves last year with its AI advancements after receiving significant investment from Microsoft, ultimately leading to Musk's founding of xAI with a high valuation. The case highlights Musk's discontent with OpenAI's shift towards profit-oriented initiatives compared to its initial altruistic goals.
Source: YAHOO
Reported about 1 year ago
In order to create a conducive environment for green energy development, Taiwan started the liberalization of green energy in January 26, 2017, allowing renewable energy generators to sell electricity and provide multiple channels for purchasing renewable energy to meet the growing demand. However, the recent proposal by the Ministry of Economic Affairs to establish a pan-government-owned electricity trading platform and consider tiered pricing for direct purchase of green energy by companies has caused concern among industry players. Suggestions include limiting the platform to wind power transactions to avoid disrupting the established green energy market and ensuring market stability and long-term development.
Source: YAHOO
Reported about 1 year ago
During a recent visit to the White House, country singer Mickey Guyton shared the story behind her son Grayson's cheeky photo with President Joe Biden and First Lady Jill Biden. Guyton explained that her son, 3, confidently walked into the moment and made funny faces for the camera in a heartwarming display of self-assurance. Despite the unexpected antics, Guyton emphasized the joy of watching kids be themselves and grow up quickly.
Source: YAHOO
Reported about 1 year ago
Source: BARRONS
Reported about 1 year ago
Source: BARRONS
Reported about 1 year ago
Goldie Hawn, aged 78, expressed dissatisfaction with Los Angeles after experiencing multiple home break-ins in a four-month period. The actress and her partner, Kurt Russell, have decided that Palm Desert is a safer alternative. Despite implementing security measures, including a security guard, Hawn remains shaken by the incidents and questions the safety of LA. The couple, together for over 40 years, is considering relocating to a more secure environment.
Source: YAHOO