Taiwan stocks fell 829 points last week to close at 45211, with the three major institutional investors net selling 1878億元, while investment trusts bucked the trend with net buying of 685億元; 華邦電 and 力積電 were bought over 11萬張, 5 financial stocks made the list as safe havens, plus a 1156-point plunge on Friday for three consecutive weekly declines.
Taiwan Stocks
Taiwan equities plunged 1,156.50 points to close at 45,211.83 on the 30th, with foreign investors selling a net NT$112.467 billion, dumping over 97,000 lots of 0050, shifting into four 2x leveraged ETFs totaling 13,000 lots for NT$228 million, and buying four bond ETFs on weakness totaling 21,000 lots for NT$234 million.
According to 集保 statistics as of October 16, 22 of 86 Taiwan equity ETFs hit record beneficiaries, 6 doubled in 1-year total return including dividends, semiconductor ETFs stood out, institutional investors expect AI infrastructure dividends to continue through 2027, suggesting buying on pullbacks.
US-listed 台積電 ADR surged nearly 2%, driving the Taiwan stock night session index to rebound about 600 points. Market rumors say 台積電 CoWoS advanced packaging is considering a 10% to 20% price hike, coupled with investment trusts' 11 consecutive days of net buying totaling 1799.69億元, with 葉育碩 noting that local funds have become the key support.
Taiwan stocks on 10月27日 saw violent volatility, with a high-low spread of 908.78點, closing up 54.8點 at 46096.23點. Analyst 周代運 warned a break-low reversal needs volume confirmation, citing three signals: 台積電 at 2400元, the quarterly line, and volume, urging investors not to rush and to wait for confirmation.
Advantech opened its new North American headquarters in Tustin, California on Oct. 20 (U.S. time), and held a technology summit in Newport Beach on Oct. 21 with partners including AMD, Intel, NVIDIA and Qualcomm to deepen Edge AI and edge computing applications in vertical industries.
Local brokerage positive on TXC benefiting from AI and automotive demand, Q3 revenue at 42億元, 2027 EPS estimated at 8.44元, AI share up to 23%, maintains Buy with 28x P/E and target price of 236元.
AI infrastructure continues to expand, with TSMC benefiting from advanced-process orders from Nvidia and Apple. Using 35% annual revenue growth in its calculation, foreign media estimates 2030 revenue could reach $518 billion, with market capitalization challenging $6.5 trillion.
Taiwan stocks on 27日 opened high and moved low, closing up 54.8 points at 46096.23 points, 郭哲榮 said volatility stemmed from geopolitics pushing up funding costs, not fundamental deterioration, stressing Q4 has the highest long win rate and recommending low-base stocks as a hedge.
IBF Futures execution report error affects 116 accounts, FSC confirms accounting records repaired, TAIFEX to inspect internal control lapses on the 28th, violations punishable by up to NT$2.4 million, investors may have misjudged positions.
Fubon 006208 proposes a 1-for-8 split, with a written vote on December 18. Buy before November 16 to be eligible to vote. Its July dividend of NT$4.75 hit a record high. It tracks the same Taiwan 50 Index, and the entry threshold is expected to fall to around NT$30,000.
Taiwan stocks rose 54.8 points to close at 46096.23 on the 27th, while MediaTek closed at 3960, falling below the 4000 mark, a pullback of about 26.8% in one month from 5480. Experts warn of chasing-high risks and advise steady participation through diversified positioning in ETFs with high MediaTek weightings.
The 12th Futures Diamond Awards were presented on the 27th, with 19 institutions winning a total of 26 awards, including the debut Wealth Management Award. Foreign investors' share rose to 41.36% in the first 9 months, demonstrating market resilience.
Taiwan stocks opened high then moved lower on the 27th after the holiday, swinging over 1000 points intraday and closing up 54.8 points at 46096.23. Foreign investors posted net selling of 81.03億元, selling over 2.8萬 lots of 0050 for the 13th straight day, while the top 3 actively managed ETFs saw combined net selling of 19萬 lots worth over 30億元.
On October 27, foreign investors posted net sales of NT$8.104 billion, a second consecutive sell session, with eight ETFs among the top ten net sells. Active CTBC Taiwan Income and Active Uni-President Taiwan Growth were dumped by a combined over 135,000 lots, closing at NT$8.83 and NT$27.40 respectively, while investment trusts recorded an 11th straight buy session.
The Taiex rose 54.8 points on the 27th to close at 46096.23, TSMC closed at 2400, September odd-lot trading share reached 4.113% for a 32-year high, and 杜金龍 says to buy dips at the open without watching monthly or quarterly lines.
Taiwan stocks opened higher and closed lower on the 27th, rising 54.8 points to close at 46096.23 points, with turnover of 9765.47億元. The eight major state-owned banks net bought 13474 lots of 友達, ranking first, and net sold 10623 lots of 力積電. The three major institutional investors net bought a combined 31.43億元.
Taiwan stocks swung over 900 points on the 27th, closing up 54.80 points at 46096.23, up 0.12%, with turnover of 9782.87 hundred million yuan; TSMC closed at 2400 yuan, while 00406A led trading with explosive volume.
Taiwan stocks 27日 opened high then pulled back, turning positive into the close at 46096.23點. Optoelectronics were split, with 冠西電 hitting limit-up to a record high and 玉晶光 hitting an intraday high, while 友達 and more than ten others fell over 3%. Turnover totaled 9765.47億元, with most panel and optics names pulling back to consolidate.
Taiwan stocks opened higher and fluctuated on the 27th, closing up 54.8 points at 46096.23 points with turnover of NT$9765.47 billion. U.S. stocks rebounded on Anthropic's IPO filing, with focus this week on mega-cap earnings and the Fed rate decision.