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10.06.26 - 03:06
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Morgan Stanley Australia CEO on Property Market Outlook (Bloomberg)
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Richard Wagner, CEO of Morgan Stanley Australia, said auction clearance rates and other metrics are "quite alarming," which may suggest a downward pressure for pockets of the property market. He spoke to Shery Ahn and Haidi Stroud-Watts on Bloomberg: The Asia Trade. (Source: Bloomberg)...
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10.06.26 - 01:30
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Sysgration scales drone ground control and smart glasses as industrial edge revenue rises (Digitimes)
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Sysgration expanded its industrial PC and edge-computing business into drone ground control systems and smart glasses, and said shipments of IPCs and drone GCS flight control systems scaled up to help lift May 2026 revenue. The firm reported consolidated revenue of about NT$308 million (approx. US$9.7 milllion) in May 2026, up 0.96% month-over-month and 15.29% year-over-year, and said related businesses now accounted for nearly 40% of revenue as IPC and drone shipments increased....
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10.06.26 - 01:30
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Chenbro Micom posts May revenue jump and projects strong second-half momentum (Digitimes)
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Server chassis maker Chenbro Micom reported that May 2026 revenue reached NT$2.51 billion (approx. US$79 million), up 37.3% year-over-year and 21.8% month-over-month, and said it expects robust operating momentum in the second half of 2026. The firm disclosed that consolidated revenue for the first five months of 2026 totaled NT$11.69 billion, a 46.8% increase compared with the same period last year, and attributed near-term strength to smooth handovers between legacy and new projects....
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10.06.26 - 01:30
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GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72% (Digitimes)
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GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density increased, and described the result as evidence of strong long-term momentum for its materials transformation strategy....
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09.06.26 - 21:24
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Kerosin, Streik, Krieg: Baader kappt Lufthansa-Gewinnprognose um 35 Prozent (Ariva)
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Baader senkt die Lufthansa-Gewinnschätzung um mehr als ein Drittel. Analysten von MWB sehen dieselbe Aktie mit 150 Prozent Kurspotenzial. Wer hat recht und warum liegen beide Seiten näher beieinander, als es scheint? Lufthansa steckt im Zangengriff. Auf der einen Seite drückt der Iran-Krieg die Kerosinpreise nach oben und macht sämtliche Jahresplanungen zur Makulatur. Auf der anderen Seite hält der Konzern trotzdem an seinen Jahreszielen fest. Baader-Analystin Yi Zhong zieht daraus einen klaren ......
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