Reported 11 months ago
法人建議，端午連假後應聚焦於5月或第二季營收爆發的個股選股策略，如股價率先拉漲停的訊舟、十銓等14檔相當吸引外資。公司如瑞昱、興富發、台汽電等，在5月營收表現亮眼，外資買超逾1,500張，已公布5月營收的超過1,400家公司中，約百家的4月加5月營收已超過第一季。外資看好瑞昱WiFi 7產品，興富發營運跳升，訊舟推出Expo 2024，成為在家工作概念股代表。
Source: YAHOO
Reported 11 months ago
China's exports in May increased by 7.6% year-on-year, reaching a four-month high, while imports grew by 1.8%, a notable decrease from the previous month. The trade surplus for May was $82.62 billion, maintaining a high level. Market analysts predict that China's exports will continue at a higher growth rate in the coming months, with expectations for the economy to maintain around a 5% growth rate in the second quarter. ASEAN remains China's largest trading partner, with trade valued at $390.33 billion, followed by the EU and the US.
Source: YAHOO
Reported 11 months ago
The recent safety concerns regarding cat food have raised public alarm, leading to increased focus on pet health by owners. Choosing pet food is challenging due to inspection difficulties, prompting owners to ensure ingredients meet safety standards, pay attention to nutritional formulas, and adhere to international pet food standards. To provide optimal daily nutrition for pets and maintain their health and quality of life, owners need to thoroughly consider three aspects: 'food selection,' 'feeding concepts,' and 'storage methods.' Chairman of the Taipei Veterinary Medical Association, Yang Hsiao-Po, emphasizes the importance of selecting suitable pet food for their health and quality of life. Veterinary experts suggest that in addition to medication, proper nutrition is essential for a sick pet's recovery. Ensuring pet health requires a 360-degree approach combining dietary management and medical care. In terms of purchasing food, Dr. Chung Sheng-Hua, chairman of the Veterinary Internal Medicine Association, recommends choosing products that comply with US FDA regulations, US AAFCO nutritional standards, or European FEDIAF standards, with reputable international manufacturers like Royal Canin being a safe choice. For example, Royal Canin adopts a scientific approach to pet nutrition research, with over 500 scientists, veterinarians, and nutrition experts in its French research center focusing on product safety as a priority. From raw material procurement to manufacturing quality control, Royal Canin strictly oversees its processes, conducting over 500,000 safety tests globally each year to ensure compliance with the highest international certification standards. All pet food products available in the Taiwanese market are produced in Royal Canin's own factories, emphasizing the importance of data-driven decisions in ensuring product safety and nutritional value.
Source: YAHOO
Reported 11 months ago
The AI boom has swept the globe, with investors shifting their focus from electric cars to AI, particularly fascinated by the allure of generative AI startups. Backed by tech giants like NVIDIA and Google, the number of generative AI unicorns has doubled to 37 within a year. These startups, valued at over $1 billion each, are attracting significant funding with NVIDIA investing in 7, Google's Alphabet in 4, and Alibaba funding all 5 Chinese AI unicorns. The investment in generative AI startups is primarily instigated by tech giants to acquire new technologies and talents to strengthen their AI services. NVIDIA's market value even surpassed Apple's to become the world's second-largest enterprise, sparking a surge in AI-related market values.
Source: YAHOO
Reported 11 months ago
The Central Bank raised interest rates by half a percentage point in March 2024, and with the short-term fund demand increasing in May due to tax filings, the interbank weighted average rate rose to 0.815% in May, surpassing the 0.8% mark seen in April, setting a new high for a single month in nearly 15 and a half years since January 2009. The interbank rate even soared to 0.829% on the tax filing deadline day of May 31, marking the highest point in almost 15 and a half years. Market analysts noted that fund pressure remains high in June, with rates staying above 0.82%, and opinions on whether the Central Bank will raise rates in the second quarter remain divided.
Source: YAHOO
Reported 11 months ago
At the age of 25, Jikea, who has been working at an architectural firm for two years, successfully gained admission to the Applied Arts Research Institute at National Chiao Tung University. Planning to continue working until August before starting school in September, Jikea views her first job post-graduation as a milestone that broadened her horizons. Despite initially being a bit reserved and unsure about presenting her work, through her experience as an architectural assistant, Jikea has honed her social skills and learned valuable lessons about the profession, unveiling her true pragmatic nature and inspiring her to pursue a career path that aligns with her interests and strengths.
Source: YAHOO
Reported 11 months ago
On June 7, 2024, HTC (2498) is set to launch a new generation of HTC phones, along with the announcement of the upcoming VIVE XR Elite deluxe upgrade. Fueled by positive news, the stock price performed strongly on the 7th, opening at 42.9 yuan and steadily rising to reach 47.1 yuan during trading, closing at 46.15 yuan, a gain of over 7%. HTC's May revenue was 191 million yuan, up 10.2% from the previous month but down 46.9% from the same period last year; cumulative revenue for the first five months of this year was 959 million yuan, a 41.4% annual decline. The market anticipates a boost in future revenue performance following the launch of the new HTC 2024 model on June 12.
Source: YAHOO
Reported 11 months ago
Formosa Plastics' four major subsidiaries all reported increased revenues for May, totaling NT$136.654 billion, a 12.6% increase from the previous month and a 13% year-on-year growth. The company expressed optimism due to warming demand, scheduled maintenance of 14 light cracking plants in Asia, recent issues in maritime shipping leading to concerns of material shortages, and increased purchasing intentions boosting the petrochemical market. The company foresees steady revenues for June, with Q2 outperforming Q1; Nan Ya and Formosa Plastics expect stable revenues for June and Q2. As oil prices trend downwards, Formosa Plastics remains hopeful for Q3 as building inventory levels and travel demand may rise during summer, aided by OPEC+ maintaining production discipline. The companies actively expanding into Southeast Asia markets such as Vietnam, Thailand, Myanmar, Cambodia, Bangladesh, and India, foreseeing sales growth of over 10% for the second half of the year.
Source: YAHOO
Reported 11 months ago
At the Taipei International Computer Show closing on June 7, 2024, tech stocks pulled back, with the Taiwan Stock Exchange closing down 44 points at 21,858. Despite this, the market saw a weekly increase of 684 points, the largest in nearly three months, driven by the hype around AI at the event. Instead of AI, non-tech sectors like electronics, construction, green energy, and biotech surged. With AI stocks experiencing profit-taking, other sectors like electrical appliances, machinery, and cables performed well, reflecting a shift in market sentiment. Looking ahead, analysts predict the index will enter a period of consolidation, highlighting industries like construction and biotech, which are gaining momentum with upcoming events like the BIO 2024, with 80 Taiwanese companies showcasing their strengths.
Source: YAHOO
Reported 11 months ago
The COMPUTEX 2024 in Taipei, which ran for four days until June 7, 2024, saw a significant growth in scale with a total of 85,179 attendees, including leading tech buyers and professionals from countries such as Japan, the US, China, South Korea, Hong Kong, Singapore, India, Vietnam, Thailand, and the Philippines. The event focused on 'AI Connectivity, Co-creating the Future,' showcasing AI-driven PCs from Acer and Asus and innovations in smart technologies like automotive solutions, communication products, and advancements in the metaverse technology demonstrated by various companies, highlighting the latest trends in the tech industry.
Source: YAHOO
Reported 11 months ago
Moody's Ratings has stated that Taiwan's banking industry is expected to maintain a highly diversified market structure with intense competition, limiting banks' ability to increase profits and capital levels. The current 'a/Stable' operating environment rating reflects favorable economic factors expected to support the industry's asset quality in the next two years. Although Taiwan's per capita GDP is projected to exceed $35,000 by 2025, structural factors like market competition constrain the possibility of an upward revision to an 'aa' rating. Moody's forecasts stable regulatory oversight on real estate-related loans in Taiwan, which have triggered credit risk concerns, but tighter regulations imposed since 2020 have helped mitigate risks and curb excessive loan growth, reassuring stable asset quality.
Source: YAHOO
Reported 11 months ago
According to Chen Yiguang, Chairman of First Securities Investment Trust, recent economic data announcements from Europe and America revealed economic slowdowns, with the Eurozone reporting a decrease in retail sales and the US facing higher initial jobless claims. The European Central Bank's decision to cut interest rates reflects confidence in future inflation trends, while the COMPUTEX trade show highlighted AI applications across industries, particularly with the upcoming release of NVIDIA's new AI server chips. Additionally, the AI industry is poised for growth, especially in custom ASIC chips, as the global AI semiconductor market is projected to grow at a rate of 25% to 30% annually between 2020 and 2028.
Source: YAHOO
Reported 11 months ago
Guoyang Industries General Manager Peng Shaoling stated that 2024 will see the launch of five new projects, including residential projects in Xindian and Keelung, as well as office projects in Xindian, Ximeng Road in Xizhi, and Zhongyi Section in Tucheng. Guoyang has been transitioning to a holding company and focusing on residential and commercial markets, aiming to raise the proportion of commercial developments to over 50% of total sales. The company is optimistic about the industrial upgrade demand and finds the business-office market more favorable than residential in terms of financing, development time, interest costs, fund turnover rate, and profit margins, hence planning to continue expanding its commercial layout. Additionally, Guoyang is venturing into public renewal projects and has secured two large projects in Kaohsiung to mitigate potential debt-to-asset ratio risks and avoid credit constraints on real estate financing imposed by banks. Looking ahead in 2024, the company expects significant progress in property deliveries, with the completion of various projects in the following years contributing to substantial sales revenues.
Source: YAHOO
Reported 11 months ago
NVIDIA is set to implement a 1-for-10 stock split after hours on June 7, aiming to attract more retail investors with the price per share dropping to around $120. Despite recent bearish activities surpassing Apple and Tesla, analysts are optimistic about NVIDIA's stock price post-split. Fueled by the AI boom, NVIDIA's market value exceeded $3 trillion, ranking second globally, trailing Microsoft. However, concerns over high share prices deter some retail investors from joining the AI investment frenzy, but the post-split price is expected to be more appealing. Analysts forecast continued growth in NVIDIA's stock price post-split due to strong performance and high demand for AI chips.
Source: YAHOO
Reported 11 months ago
Tainan (1473) has shown continuous growth in operations since the beginning of the year, with profits in the first quarter exceeding market expectations. Institutional and investment buyers have been buying on dips, causing the stock price to soar to a new high of 55 NT dollars at the close on the 7th after hitting the limit up shortly after opening, the highest in over a decade. Short-term moving averages are trending upwards, and the stock price has been steadily rising above the weekly trend over the past ten trading days. With strong momentum in the short to medium term and increasing volume steadily, various short-term technical indicators remain bullish, indicating further upside potential. However, caution is advised against any divergence between price and volume which may lead to profit-taking pressure in the short term. Accumulated consolidated revenue for the first five months increased by 27.98% year-on-year; with the industry's economy picking up, market expectations for the second half's operations are high.
Source: YAHOO
Reported 11 months ago
Shani's integrated marketing held its second visit event of the year at LG Electronics Taipei office, attracting over 50 designers to enjoy a knowledge feast combining interior design and smart technology. CEO Hong Jingfu expressed LG's commitment to developing smart home appliances, combining technology and design to attract homeowners who value lifestyle quality. The event provided designers with valuable insights. LG's IoT-enabled Objet Collection with Wi-Fi integration and stylish design elements offers convenience through AI technology. LG OLED TVs and appliances cater to various space needs, while their Wi-Fi dual inverter air conditioners allow for remote control and energy monitoring via smartphones, providing personalized services, and enhancing the shopping experience through the LG official online store. Design director Li Yixuan praised LG's fashionable and practical approach, making smart appliances blend seamlessly with living spaces and improve daily life.
Source: YAHOO
Reported 11 months ago
Tempura Sugimura founder Sugimura Hiroshi mentioned the difficulty in frying tempura items like tempura donburi due to the diverse combination of ingredients. The restaurant offers premium dishes like Japanese A5 Wagyu beef fillet tempura and emphasizes a 'crispy' texture over a 'crunchy' one. The restaurant, part of the Orange Exchange in Taipei, imports ingredients from Japan and locally sources high-quality seasonal items, providing a unique dining experience under the guidance of Taiwanese chef Chen Weihan.
Source: YAHOO
Reported 11 months ago
The Taiwan stock ETF funds are undergoing major changes as the index components for the latest quarter adjustment were announced on June 7, 2024. The most notable change is the addition of Chi Mei and removal of Chang Yung among the Taiwan 50 index components. This adjustment, effective from after-hours trading on the 21st, also impacts other indices like Taiwan Mid Cap 100, Taiwan Information Technology, and Taiwan High Dividend Yield, with notable additions and deletions resulting in significant volume and price fluctuations expected for related stocks.
Source: YAHOO
Reported 11 months ago
Sideshow Collectibles和Hot Toys帶來了另一款六分之一比例的Marvel雕像，這次展示了Iron Man以新的黑金配色呈現Mark VII裝甲，為慶祝Marvel 85周年而推出。這款新的雕像與先前Hot Toys製作的Iron Man收藏品相似，採用壓鑄製造，配有鍍鉻顏色的塗層，以及套在裝甲眼部、掌心和反應爐周圍的LED燈區域。雕像具備30個可動關節，包括可移動的氣流翼和關節，支援更具動態姿勢。另附可附上的雷射配件和特殊底座，底座支持通過USB的LED燈功能，讓粉絲能夠連接雕像並永久展示亮起的狀態。這款Iron Man Mark VII（黑金版）目前可在Sideshow Collectibles官網預訂，售價400美元。
Source: YAHOO
Reported 11 months ago
Waystar（WAY）是一家医疗付款软件公司，周五开始进行首次公开发行（IPO），股价在下午交易中下跌。这标志着今年以来美国规模最大的公司进行IPO。雅虎金融主持人Julie Hyman和Jared Blikre讨论了Waystar IPO以及未来股票可能表现的方式。
Source: YAHOO
Reported 11 months ago
A review of 32 previous studies reveals that only about half of individuals with sexually transmitted diseases would inform a new partner about their infection before engaging in sexual activity. Fear, misconceptions about protection from condoms, the casual nature of one-night stands, and concerns over relationship status were cited as reasons for nondisclosure. Research highlights the complexity and potential harm of disclosing STIs, emphasizing the need for comprehensive sexual health education to help individuals make informed decisions.
Source: YAHOO
Reported 11 months ago
Agustin Canapino will not participate in the upcoming IndyCar race at Road America after facing online abuse following an incident with Theo Pourchaire. Juncos Hollinger Racing announced that Nolan Siegel will replace Canapino, who is taking a 'leave of absence' due to the growth of abuse and harassment. Arrow McLaren also terminated its business relationship with Juncos Hollinger due to the situation. Canapino disavowed any death threats but acknowledged the ongoing abuse and hate he receives online. This marks a recurring issue with Canapino's fans, affecting team dynamics and driver safety in the sport.
Source: YAHOO
Reported 11 months ago
Oddity科技公司（ODD）的股票在周五交易時上漲，該公司董事會批准了一項價值1.5億美元的股票回購計劃。此舉是在Oddity科技決定提高第二季度的指引後進行的，引發了投資者的樂觀情緒。
Source: YAHOO
Reported 11 months ago
周六在加拿大進行的一場名為四季球（Four Seasons Ball）的籌款活動中，週六夜現場（SNL）的演員Schneider被安排在年度晚宴上為觀眾表演。然而，他政治意識很高的喜劇風格似乎不符合當晚活動的氛圍，導致參與者開始走出活動現場，HORN代表要求他離開舞臺。基金會表示，他們不贊成、接受、支持或分享Schneider先生在表演中表達的立場，並承認在這個例子中，演出不符合我們的觀眾和團隊的期望。基金會沒有詳細描述導致Schneider被逐出的任何冒犯性材料，而一些在場的人出現在電視上並在社交媒體上發帖。
Source: YAHOO
Reported 11 months ago
During Spirit Airlines' annual shareholder meeting, CEO Ted Christie announced that the company will not be filing for bankruptcy despite previous financial concerns stemming from a blocked takeover deal by JetBlue. Despite warnings from S&P Global ratings about upcoming bond payments, Spirit is adjusting its strategies by delaying aircraft deliveries and reducing extra fees to stay competitive. This decision comes amidst a strong jobs report and upcoming events like the Federal Reserve meeting and Apple's developer conference.
Source: YAHOO