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contact2026-08-24 19:09:182026-08-24 19:09:46Taiwan Sakura (9911 TT): LTV Thesis Gains Traction; Growth Drivers and Medium-Term Visibility Strengthen
XALLOY Advanced Materials (7918 TT): Advanced Materials Ramp Accelerates; VAS Growth Supports Earnings Quality
XALLOY Advanced Materials Corporation (7918 TT) is a semiconductor advanced materials platform spun off from Solar Applied Materials in 2025. The company focuses on front-end advanced processes, advanced packaging, specialty process materials, and circular economy services...

Taiwan Sakura (9911 TT): From Hardware to Household LTV: Unlocking Sakura’s 7mn-Customer Base
As smart kitchens, water purification, and 2B interior revenue scale, we believe the valuation framework could gradually shift to a household Lifetime Value (LTV) platform—anchored by recurring replacement cash flows, installed-base monetization, and home-space expansion capabilities...
| Pulse Dialogues

【Behind the Pulse】The Hidden Foundry — Grape King’s (1707 TT) OEM/ODM Engine
We sit down with Duncan Aitken (Head of OEM/ODM at Grape King Bio) to uncover the company’s strategic evolution from a household retail brand into a high-value, vertically integrated biotechnology foundry serving Tier-1 global pharmaceutical leaders...

Kwong Lung Enterprise (8916 TT): 4Q25 Analyst Meeting Highlights – Military & Tactical Apparel as New Growth Driver
As global defense spending rises, Kwong Lung is leveraging its outdoor functional apparel expertise to expand into military-grade applications and unlock a new growth avenue...

Kwong Lung Enterprise (8916 TT): 4Q25 Analyst Meeting Highlights – Step-Up Dividend Payout
In Taiwan’s small-cap market, Kwong Lung stands out with its rare ‘Progressive Dividend Growth’ policy — designed to make shareholder returns more visible, predictable, and steadily growing over time...
| IR Pulse

Growth Is There — So Why Isn’t the Market Buying It?
In markets where capital and attention are concentrated around a small number of themes, not every company will be in the spotlight. But this does not mean companies outside those themes are destined to remain undervalued...

Succession and Renewal: The New Mandate for Taiwan’s Family-Owned Companies
Ultimately, the next decade for Taiwan’s family-owned listed companies will be defined by their ability to integrate governance discipline, ownership planning, and a compelling market narrative...

Winning Investor Trust: How to Build a Powerful Equity Story
In today’s capital markets, numbers alone no longer convince investors — stories do...
|Case Studies

TWSE Chairman Sherman Lin Leads TIB Delegation to the US, with TruePulse Capital Facilitating Engagements with Leading Bay Area Venture Capital Decision-Makers
To advance the internationalization of the Taiwan Innovation Board (TIB) and gather first-hand market feedback on cross-border listings, dual listings, and the capital market development of innovative enterprises, Taiwan Stock Exchange Corporation (TWSE) Chairman Sherman Lin recently led a TWSE delegation to the United States for a series of strategic discussions...

Facilitating Institutional Research Access to Taiwan’s AI and Semiconductor Supply Chain
As artificial intelligence and semiconductor infrastructure become central themes in global capital markets, Taiwan has emerged as one of the most important destinations for institutional investors and research organizations seeking first-hand industry insights...

From Commodity Perception to Semiconductor Materials Leadership
A Taiwanese high-tech company specializing in target materials and thin-film deposition components had long been a critical supplier...
