QIC 寬量國際

QIC 寬量國際 寬量國際是臺灣第一家致力於服務大中華區企業,以創造與提升股權價值為目標,提供企業資本市場解決方案的獨立性國際財務顧問機構。

「寬量國際」是第一家致力於服務大中華區企業解決資本市場問題、進而提升企業股權價值的 獨立性國際財務顧問機構,擁有專業並具資深金融背景的菁英團隊,其中每一位皆具多年在國際資本市場經驗;我們並與多間全球知名之金融顧問公司成為策略聯盟夥伴。 創辦人李鴻基先生及其團隊致力提供獨立專業之金融服務,以協助企業創造在大中華資本市場之最大價值。

QIC以研究股權價值﹙Shareholder Value﹚為核心,創造與提升股權價值﹙Shareholder Value Creation﹚為目標,提供企業客制化和目標導向的資本市場顧問服務。

QIC提供企業以提升股權價值為目標之多元且優質的資本市場相關服務,包含:股東權益研究及方案解決、資本市場(ECM)解決方案,企業購併,法人公關諮詢,特殊股東會事項解決方案等服務。

8/25,QIC Healthcare Day 圓滿落幕!很高興邀請到寶泰生醫(7850)、長佳智能(6841)、長聖國際(6712)、藥華醫藥(6446)及樂迦再生(6891)五家台灣生技醫療企業齊聚一堂,與投資人分享最新的營運進展、研發...
27/08/2026

8/25,QIC Healthcare Day 圓滿落幕!

很高興邀請到寶泰生醫(7850)、長佳智能(6841)、長聖國際(6712)、藥華醫藥(6446)及樂迦再生(6891)五家台灣生技醫療企業齊聚一堂,與投資人分享最新的營運進展、研發里程碑及國際市場布局。

從寵物創新藥、醫療 AI、異體實體瘤 CAR-T、新藥全球商業化,到 AI 智慧細胞製造,今天的分享讓我們看見,台灣生技產業正從研發與技術累積,逐步邁向更成熟的產品落地、規模化製造及全球市場。

感謝五家公司管理團隊帶來精彩分享,也謝謝所有到場的投資人與產業夥伴熱情參與交流!

Alex Lee Kuan-Jan Wang

19/08/2026
樺漢科技(6414 TT)今日舉辦法人說明會,說明2026年第二季營運成果與展望。樺漢董事長朱復銓指出,公開收購Kontron完成後樺漢對Kontron持股將達約49.4%,雙方將進一步深化整合,預期從明年開始產生營收與成本綜效。另外透過各...
15/08/2026

樺漢科技(6414 TT)今日舉辦法人說明會,說明2026年第二季營運成果與展望。樺漢董事長朱復銓指出,公開收購Kontron完成後樺漢對Kontron持股將達約49.4%,雙方將進一步深化整合,預期從明年開始產生營收與成本綜效。另外透過各大應用別實體AI落地商業化,優化產品組合與獲利率。最後將透過營運、資產運用效率、與資本結構管理等手段提升長期股東權益報酬率 (ROE),目標在2030年達到20% ROE里程碑,並提供股東30%年化總股東報酬率 (TSR),維持同業最高水準。

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Ennoconn Corporation (6414 TT) held investor conference today to present Q2 2026 operational results and outlook. Ennoconn Chairman Steve Chu highlighted that following the completion of the tender offer for Kontron, Ennoconn will hold approximately 49.4% stake at Kontron. The two will further deepen integration, with synergies expected from next year. Additionally, by commercializing physical AI applications, the company aims to optimize its product portfolio and profitability margins. Finally, through operational efficiency, asset utilization, and capital structure management, Ennoconn targets 20% ROE by 2030 with annualized Total Shareholder Return (TSR) of 30%, maintaining an industry-leading position.

#樺漢科技 #工業電腦 #智慧製造 #寬量國際 Alex Lee

國泰證券與寬量國際(QIC)今日共同舉辦 Appier (4180 JT) 台灣 Group Meeting,由公司管理團隊親自與機構投資人交流,分享最新營運成果、Agentic AI 發展策略,以及全球市場布局與長期成長方向。Appier...
15/08/2026

國泰證券與寬量國際(QIC)今日共同舉辦 Appier (4180 JT) 台灣 Group Meeting,由公司管理團隊親自與機構投資人交流,分享最新營運成果、Agentic AI 發展策略,以及全球市場布局與長期成長方向。
Appier 於 8 月 13 日公布 2026 年第二季財報,單季營收、毛利與核心自由現金流皆創歷史新高,並同步上修全年財測,持續展現強勁的成長動能與營運槓桿。隨著基礎模型效能持續提升、推論成本下降,公司長期累積的垂直 AI 模型、數據能力與產品化經驗,正進一步轉化為更高的開發效率、毛利率提升與規模化獲利能力。
亮眼財報亦獲市場正面回應,Appier 今日(8/14)股價強勢上漲,觸及東京證交所漲停機制,反映市場對公司營運表現與後續成長展望的高度關注。
從台灣出發、於東京證交所 Prime Market 上市,Appier 持續深化全球企業 AI 應用布局。隨著 AI 產業競爭逐步由模型能力走向實際應用與商業變現,公司在 Agentic AI、全球客戶拓展及獲利能力提升上的發展值得持續關注。
想看更多我們對台灣及全球資本市場的洞見,請至 QIC 官網:
https://www.qtumic.com/

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Cathay Securities and QIC jointly hosted Appier’s (4180 JT) Taiwan Group Meeting today, bringing the company’s management team together with institutional investors to discuss its latest operating performance, Agentic AI strategy, global expansion and long-term growth outlook.
Appier reported its 2Q26 results on August 13, with quarterly revenue, gross profit and core free cash flow all reaching record highs, while the company also raised its full-year guidance. As foundation models continue to improve and inference costs decline, Appier’s long-established strengths in vertical AI models, proprietary data and productization are increasingly translating into faster development cycles, higher margins and greater operating leverage.
The strong results were also well received by the market, with Appier’s share price surging today (August 14) and triggering the Tokyo Stock Exchange’s daily price-limit mechanism, reflecting strong investor attention toward the company’s earnings momentum and growth outlook.
Founded in Taiwan and listed on the Tokyo Stock Exchange Prime Market, Appier continues to deepen its global enterprise AI footprint. As AI competition increasingly shifts from model capabilities toward real-world deployment and monetization, Appier remains well positioned across Agentic AI, global customer expansion and profitability improvement.
For more insights on Taiwan and global capital markets, please visit QIC:
https://www.qtumic.com/

#寬量國際 Alex Lee

🚀 Riding the 2nm fab construction wave! Yesiang Enterprise Co., Ltd (7909) enters a 5-year high-growth trajectory follow...
13/08/2026

🚀 Riding the 2nm fab construction wave! Yesiang Enterprise Co., Ltd (7909) enters a 5-year high-growth trajectory following its 1H26 Investor Conference.
As the global leader in AMC filters for advanced nodes (>80% market share in

巨漢系統科技 (6903) 今日 (8/12) 舉辦 2026 年上半年法人說明會,持續展現作為「AI基礎建設與高科技廠務工程整合服務商」的強勁營運動能。受惠全球 AI 基礎建設擴張與「雙引擎戰略」發威,上半年合併營收達 40.05 億元(...
12/08/2026

巨漢系統科技 (6903) 今日 (8/12) 舉辦 2026 年上半年法人說明會,持續展現作為「AI基礎建設與高科技廠務工程整合服務商」的強勁營運動能。受惠全球 AI 基礎建設擴張與「雙引擎戰略」發威,上半年合併營收達 40.05 億元(年增 274.6%),一舉超越 2025 年全年總額,稅後淨利亦創歷年同期新高,基本每股盈餘(EPS)達14.14元。截至 7 月底,在手訂單維持約 110 億元高檔(其中 AI 基建專案佔 67.8%),訂單能見度長達 2 至 3 年;公司憑藉 BIM 數位管理、AI 輔助設計與模組化預製工法有效克服缺工挑戰,維持高效專案執行力。為邁向 2030 年營收破百億的長期目標,巨漢已順利完成 15 億元可轉債 (CB) 募集以強化財務彈性。在新任董事長廖俊茂博士的帶領下,公司維持 2026-2030 年股利發放率大於 75% ,期盼延續掛牌以來高達 45.8% 的年化總股東報酬率 (TSR),持續為全體股東創造最大化的長期投資價值。

會議簡報請參閱: https://reurl.cc/L2K68L

想看更多我們對台灣資本市場的洞見,請到我們的官網 https://www.qtumic.com/

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Jiu Han System Technology (6903) held its 1H26 earnings call today (August 12), reporting record-breaking results as an "AI Infrastructure and High-Tech Cleanroom/MEP Integration Services Provider" driven by its "Dual-Engine Strategy." First-half revenue reached NT$4.0 billion (+274.6% YoY)—surpassing its full-year 2025 total—with net profit skyrocketing 400.7% YoY to yield a stellar EPS of NT$14.14. As of July 2026, the company's backlog remains robust at NT$11 billion (with AI infrastructure accounting for 67.8%), ensuring 2 to 3 years of clear visibility. By leveraging BIM digital management, AI-assisted design, and modular prefabrication, Jiu Han effectively mitigates labor shortages while maintaining high per-capita productivity. To fuel its goal of exceeding NT$10 billion in annual revenue before 2030, the company recently completed a NT$1.5 billion Convertible Bond issuance to boost financial flexibility. Under the leadership of new Chairman Dr. Liao Jun-mao, Jiu Han maintains a >75% long-term dividend payout ratio for 2026–2030, continuing its commitment to maximizing shareholder value after delivering a market-beating 45.8% annualized Total Shareholder Return (TSR) since its listing.

Please refer to the meeting presentation for more details: https://reurl.cc/kpKaDn



#基礎建設 #先進封裝 #晶圓代工 #半導體封測 #無塵室工程

#晶圓廠 #雙引擎戰略 #卓越工程 #在手訂單成長 #建築資訊模型 #可轉換公司債 #股利 #總股東報酬率 #巨漢系統科技 #寬量國際 Alex Lee

📣 Appier(4180 JT)台灣路演|Q2 財報後 Group MeetingAI 應用加速落地,Appier 的下一階段成長值得關注!國泰證券 × 寬量國際(QIC)誠摯邀請投資先進參與 Appier(4180 JT)台灣路演團體會...
11/08/2026

📣 Appier(4180 JT)台灣路演|Q2 財報後 Group Meeting

AI 應用加速落地,Appier 的下一階段成長值得關注!

國泰證券 × 寬量國際(QIC)誠摯邀請投資先進參與 Appier(4180 JT)台灣路演團體會議,由公司管理團隊親自與投資人面對面交流。

本次會議緊接 Appier 8/13 公布 Q2 財報後舉行,將由 CEO 兼共同創辦人 游直翰與 COO 兼共同創辦人 李婉菱,分享最新營運進展與未來成長策略。

🔍 本次交流重點

🤖 Agentic AI 進入收割期
從台灣出發、布局全球的 AI 企業,如何掌握 Agentic AI 發展機會?

⚡ 應用層優勢持續放大
模型層競爭加劇之際,應用層開發速度與成本同步受惠,Appier 將如何進一步擴大競爭優勢?

📈 營運槓桿逐步顯現
高黏著訂閱基礎支撐成長可見度,未來營運效率與獲利能力值得持續關注。

🎤 主講人

游直翰|Chih-Han Yu
CEO & Co-founder

李婉菱|Winnie Lee
COO & Co-founder

📅 活動資訊

時間| 2026/8/14(五)15:00–16:00
形式| Group Meeting
地點| Appier 台北總部
華南金控大樓 6F
臺北市信義區松仁路123號

👉 立即報名: https://reurl.cc/qaOjWy

歡迎有興趣的投資人報名參與,與 Appier 管理團隊深入交流最新 AI 產業趨勢、營運策略與成長展望。

主辦單位|國泰證券 × 寬量國際(QIC)

#台灣路演 #投資人交流 #國泰證券 #寬量國際 Alex Lee Freddy Business & Research

‼️ QIC Healthcare Corporate Day | August 25 ‼️🚨 Locus Cell (6891 TT) | AI-Powered IDMO, Redefining Cell and Gene Therapy...
10/08/2026

‼️ QIC Healthcare Corporate Day | August 25 ‼️

🚨 Locus Cell (6891 TT) | AI-Powered IDMO, Redefining Cell and Gene Therapy Standards

QIC cordially invites you to join our Healthcare Corporate Day, where you'll have the opportunity to connect with some of Taiwan's most promising biotechnology and healthcare companies, as well as domestic and international institutional investors, and gain insights into the next wave of industry growth.

🧬 This event will feature 5 leading Taiwanese biotech and healthcare companies, covering cutting-edge fields including innovative therapeutics, AI-driven healthcare, cell therapy, smart biomanufacturing, and veterinary healthcare. Together, we'll explore Taiwan's innovation capabilities and the global opportunities shaping the future of the biotech industry.

📈 Stay ahead of the latest industry trends and discover the next long-term investment opportunities.

📅 Date: Tuesday, August 25, 2026 | 1:00 PM – 5:10 PM
📍 Venue: Room 201, 2F, Primasia Conference & Business Center (PCBC)

🔗 Register now: https://forms.gle/Je4aYi7h5SHadN8v9
✉️ For inquiries, please contact: [email protected]

‼️ QIC Healthcare Corporate Day | August 25 ‼️Ever Supreme Bio Technology (6712 TT) | The World’s Only Allogeneic CAR-T ...
09/08/2026

‼️ QIC Healthcare Corporate Day | August 25 ‼️

Ever Supreme Bio Technology (6712 TT) | The World’s Only Allogeneic CAR-T Therapy for Solid Tumors, Begins Phase IIa Enrollment

QIC cordially invites you to join our Healthcare Corporate Day, where you'll have the opportunity to connect with some of Taiwan's most promising biotechnology and healthcare companies, as well as domestic and international institutional investors, and gain insights into the next wave of industry growth.

🧬 This event will feature 5 leading Taiwanese biotech and healthcare companies, covering cutting-edge fields including innovative therapeutics, AI-driven healthcare, cell therapy, smart biomanufacturing, and veterinary healthcare. Together, we'll explore Taiwan's innovation capabilities and the global opportunities shaping the future of the biotech industry.

📈 Stay ahead of the latest industry trends and discover the next long-term investment opportunities.

📅 Date: Tuesday, August 25, 2026 | 1:00 PM – 5:10 PM
📍 Venue: Room 201, 2F, Primasia Conference & Business Center (PCBC)

🔗 Register now: https://forms.gle/Je4aYi7h5SHadN8v9
✉️ For inquiries, please contact: [email protected]

‼️ QIC Healthcare Corporate Day | August 25 ‼️EVER FORTUNE.AI (6841 TT) | Leveraging Deep Clinical Expertise to Build an...
09/08/2026

‼️ QIC Healthcare Corporate Day | August 25 ‼️

EVER FORTUNE.AI (6841 TT) | Leveraging Deep Clinical Expertise to Build an Integrated AI-Powered Healthcare

QIC cordially invites you to join our Healthcare Corporate Day, where you'll have the opportunity to connect with some of Taiwan's most promising biotechnology and healthcare companies, as well as domestic and international institutional investors, and gain insights into the next wave of industry growth.

🧬 This event will feature 5 leading Taiwanese biotech and healthcare companies, covering cutting-edge fields including innovative therapeutics, AI-driven healthcare, cell therapy, smart biomanufacturing, and veterinary healthcare. Together, we'll explore Taiwan's innovation capabilities and the global opportunities shaping the future of the biotech industry.

📈 Stay ahead of the latest industry trends and discover the next long-term investment opportunities.

📅 Date: Tuesday, August 25, 2026 | 1:00 PM – 5:10 PM

📍 Venue: Room 201, 2F, Primasia Conference & Business Center (PCBC)

🔗 Register now: https://forms.gle/Je4aYi7h5SHadN8v9

✉️ For inquiries, please contact: [email protected]

Address

大安區敦化南路二段39號8樓
Taipei
106

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