Telecom trio released October financials, Taiwan Mobile monthly EPS NT$0.48, overtaking Chunghwa Telecom NT$0.46 and Far EasTone NT$0.34, regaining EPS crown, first 10 months NT$4.74 also tops, Chunghwa Telecom and Far EasTone EBITDA both hit record highs for same period.
Taiwan Stocks
Kanpai October revenue was NT$370 million, down 14.14% YoY, with Jan-Oct cumulative revenue at NT$4 billion, up 5.42% YoY to the second-highest on record; Sep-Oct combined revenue was NT$805 million, up 1.84% YoY, supported by Kurogeya growing nearly 10%.
Taiwan stocks surged 1050 points today to close at 42711, retaking the 42000 mark, with turnover reaching 1 trillion 45 hundred million yuan. Foreign investors posted net selling of 341 hundred million yuan for the 9th straight day, futures net short positions exceeded 10 ten thousand contracts, investment trusts posted net buying of 368 hundred million yuan for the 21st straight day, and the intraday high-low swing exceeded 1200 points
Amid bearish pressure linked to NVIDIA CEO Jensen Huang, the Taiex has rebounded over 5000 points from its swing low of 37837.05 points, with margin deleveraging and National Stabilization Fund support as key drivers, though foreign-investor moves and exchange-rate trends remain to be watched and investors should respond cautiously.
TSMC October revenue reached NT$586.8 billion, up 14.7% MoM and 59.7% YoY to a record high. Analyst Lin Hanwei noted AI demand remains resilient, with focus ahead on whether the NT$2,500 bearish gap can be filled and the quarterly moving average around NT$2,417 can be reclaimed.
The quarterly-distributing CTBC Key Semiconductor 00891 announced a planned distribution of 1.55元 per beneficiary unit. Based on the 11月9日 NAV of 30.48元, the single-period distribution rate is about 5.09%, implying an annualized distribution rate of over 20%. The ex-dividend date is scheduled for 11月17日, 11月16日 is the last day to buy, with payment on 12月11日.
Tatung October revenue was NT$3.392 billion, down 8% month-on-month and 8.06% year-on-year, with the power business group up 9.34% month-on-month in a recovery and returning to Taipower tenders through a subsidiary; its modular AI data center has secured small-volume orders, with over 30 potential customers in talks.
Kinpo Group Chairman Hsu Sheng-hsiung said on the 10th at the K. T. Li Award ceremony that Taiwan's supply chain is highly resilient and unaffected by Jensen Huang's scandal; Quanta Chairman Barry Lam gave no response, NVIDIA has established a special committee to launch an independent investigation, and Taiwan stocks have seen no serious fallout.
TSMC's consolidated October revenue reached NT$5868.9 hundred million, up 14.7% month-on-month and 59.7% year-on-year to a record high, with first-10-month total at NT$4 trillion 4856.17 hundred million; Q3 profit hit a high, while Q4 guidance and share price are both in focus with strong momentum.
12 ETFs will pay dividends in November, including 8 equity ETFs and 4 bond ETFs, covering high-dividend, semiconductor, active ETFs as well as U.S. Treasuries and corporate bonds, with the highest payout at 4 yuan per unit and the latest purchase date by November 19. Investors should pay attention to ex-dividend dates, official announcements, and income sources.
Amid sharp volatility in Taiwan stocks, ETF buying momentum heated up against the trend. According to TDCC statistics on 11月6日, Taiwan stock ETF beneficiaries reached 2025萬, up 49.2萬 in a single week, a record high for 4 consecutive weeks, up 807萬 this year, with 28 funds hitting record highs simultaneously and 0050 ranking first.
According to TDCC statistics on November 6, Taiwan equity ETF beneficiaries reached 2025 wan people, up 49.2 wan in a single week, a record high for the fourth straight week and the first time above the 2000 wan mark, with a cumulative increase of 807 wan people this year; 28 ETFs hit new highs simultaneously, reflecting undiminished ETF enthusiasm amid volatile markets.
October data from the TWSE shows regular investment accounts for Yuanta Taiwan 50 reached 1.309 million and Yuanta High Dividend reached 344,000, both hitting record highs. 0050 has now ranked No. 1 for 21 consecutive weeks, adding 33,000 accounts in a month, showing steady long-term index investing momentum amid volatile markets.
ADATA announced yesterday it would buy back 6,000 lots of treasury shares starting November 10, but abruptly canceled the plan this morning citing restrictions under the securities dealers underwriting self-discipline rules. The stock surged to 323 before falling back to 307.5, with gains narrowing sharply.
Taiwan stocks extended their rebound on the 10th, surging over 1,000 points in early trading to briefly retake 43,000, with Delta Electronics locking limit-up for a 2nd straight day, ASE hitting limit-up, and MediaTek up over 8%, as buying returned on the National Stabilization Fund's authorized support and short-selling curbs.
Boosted by a 6.85% surge in the U.S. Philadelphia Semiconductor Index, TAIFEX night session jumped 1,064 points, or 2.57%. Taiwan stocks today aim to extend the rebound, focusing on the 5-day moving average resistance, trading volume, and foreign-investor short positions, with TSMC ADR leading after retaking the yearly line.
Buoyed by higher U.S. stocks and a 6.88% surge in the Philadelphia Semiconductor Index, Taiwan stocks gapped higher on the 10th, surging by more than 1,000 points to touch 43,000, with turnover of about NT$436.5 billion, extending the previous session's 1,960-point surge, with analysts pointing to National Stabilization Fund support driving a V-shaped reversal.
Strong rebound in US tech stocks lifted Asian markets across the board in early trading on the 10th, with Japan and Korea leading gains. Korean shares surged over 5% at one point, triggering the Sidecar, while Taiwan surged over 1,100 points to retake 42,000, led by AI and semiconductor heavyweights.
Lifted by a Dow Jones surge of over 1,100 points and a 6.86% jump in the Philadelphia Semiconductor Index, Taiwan stocks opened higher on the 10th and surged over 1,000 points to retake 42,000, with TSMC up NT$30, MediaTek and Delta Electronics also strong, the OTC index moving higher in tandem, and markets focused on U.S. CPI.
Hongyu Electric (7869) will auction 1844 lots in connection with its OTC listing, with a floor price of 180.87, a tentative underwriting price of 208, and an expected listing on November 26. 2025 EPS reached 12.24, operating margin in H1 2026 hit a record high of 15.28%, with the new Vietnam plant adding momentum.