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2026-01-12
Overall, over the past two weeks, refined product inventories have continued to build, signaling weak end-user demand. However, crude oil inventories declined by more than market expectations, providing support to crude prices. Venezuela’s limited market share means that any potential increase or loss of supply has only a marginal impact on global crude supply expectations. Meanwhile, OPEC+’s extension of its pause on production increases, together with geopolitical risks involving Russia–Ukraine and Iran, has slightly eased concerns over supply growth and contributed to higher oil prices.
# Financial Products
# Investment Analysis
# fiisual lab
2025-12-29
Over the past two weeks, the short-lived uptick in oil prices was mainly driven by a geopolitical risk premium. However, the medium- to long-term outlook is still shaped by structural factors—relatively ample global crude supply (U.S. production staying high, non-OPEC supply growth) and only moderate demand growth—both of which cap upside potential. Absent a major supply disruption or additional OPEC+ tightening, crude is likely to stay range-bound with limited volatility. A sustained rebound would require either a clear improvement in demand or more concrete, persistent signs of supply contraction.
2025-12-15
The wafer production process includes design, front-end manufacturing, and back-end packaging and testing, with packaging being an essential step after wafer fabrication. This article provides an in-depth overview of the packaging industry's value chain—covering upstream packaging material suppliers, the differentiated business models of midstream wafer foundries, and downstream packaging service providers. It also briefly introduces key players at each stage. In addition to the value chain, the article discusses the current outlook and future prospects of the packaging industry, highlighting notable Taiwanese stocks such as TSMC (2330.TW) and Grand Process Technology (3131.TW).
# Stocks
# Fundamental Analysis
# Taiwan
# Manufacturing Industry
LINE Pay Taiwan, leveraging the massive user base of the LINE messaging app, has gradually built a comprehensive ecosystem that spans payments, marketing, and financial services. This article provides a brief overview of LINE Pay’s development journey, breaks down its two major business models—B2B2C and B2B—and examines the changes following the end of its partnership with iPASS Money. As Taiwan’s cashless payment market continues to grow, the article also analyzes future market trends and compares LINE Pay’s strengths and weaknesses against competitors like JKOPay and PX Pay Plus.
# Japan
Adjustments in this month’s reports from the three major agencies were limited. Both the EIA and OPEC largely maintained their existing supply–demand assessments. The IEA, by contrast, further revised demand upward and supply downward, leading to a modest narrowing of the projected supply–demand gap, though not enough to alter the market’s dominant narrative. At the same time, U.S. refined product inventories continued to rise, indicating that end-user demand momentum remains weak. As a result, near-term fundamentals continue to weigh on oil prices, and the oil market overall retains a structurally soft bias.
2025-12-10
Value investing focuses on buying quality stocks at low prices and waiting for the market to recognize their true worth, generating solid returns. The key is not just finding what’s cheap—but what’s valuable. This article outlines common causes of value traps, including operating in declining industries, intensifying competition, poor corporate management, and financial red flags. It also briefly explains how investors can avoid falling into these traps by staying cautious and not being misled by low prices alone.
# Beginners Guide
# Financial Lessons
2025-12-03
According to regulations, publicly listed companies are required to regularly disclose financial reports. This obligation is not only a matter of information transparency — it also serves as a “health checkup report” that companies present to the market. This article provides a brief overview of the three core financial statements — the Income Statement, Balance Sheet, and Cash Flow Statement — outlining their roles and functions. It also highlights how investors can utilize the distinct characteristics of each report to better understand a company’s fundamentals, laying the groundwork for preliminary fundamental analysis.
2025-12-01
CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) is one of the most significant regional trade agreements in the Asia-Pacific region, currently encompassing 12 major member countries and accounting for approximately 13% of global GDP. This article provides a brief overview of CPTPP’s development history, core provisions, and its distinctions from RCEP. It also explains why Taiwan has actively sought to join in recent years. However, Taiwan faces several challenges in the application process, including political pressure from China, meeting the agreement’s high standards, and achieving consensus among existing member states. These factors will significantly impact Taiwan’s prospects for successfully joining CPTPP.
# Macroeconomics
# USA
# China
Over the past two weeks, geopolitical risk premiums have faded rapidly while seasonal demand failed to firm as expected—both developments weighing on crude prices. Although lower prices are gradually curbing U.S. upstream investment and OPEC+ remains committed to production cuts, the absence of a clear demand catalyst means the market is likely to oscillate around a backdrop of ample supply and moderate consumption, with downside risks still outweighing near-term upside drivers.
2025-11-17
OPEC sharply revised up its 3Q25 supply estimate this month, weakening market risk appetite and reinforcing expectations of a more comfortable supply outlook. Although geopolitical tensions continue to spark short-lived rebounds in crude prices, they have limited ability to alter the medium-term trend of rising supply. Markets will still need to watch how the Russia–Ukraine conflict and Middle East dynamics affect actual exports and shipping flows.
