Yuanta Funds announced an estimated distribution of 2.7 for 0055 and 1 for 00850, both raised. Both will go ex-dividend on November 20 and pay out on December 11, with 0055's single payout ratio at about 5.2% and 00850's quarterly payout topping 1 for the first time.
Taiwan Stocks
Actively managed Nomura Taiwan Select 00980A announced an estimated distribution of 0.688, marking four consecutive quarterly increases, with ex-dividend on November 17. Based on the closing price of 22.79, the single-quarter yield is about 3.02%, with the annualized yield up to 12.08%.
Taiwan stocks opened lower and fluctuated on the 2nd, plunging over 800 points in early trading to fall below the 45000 level. Heavyweight stocks rebounded to narrow the decline, closing down 291 points at 44920 points. Foreign investors posted a net sale of NT$73.5 billion for a 3rd straight session of selling, while investment trusts posted a net purchase of NT$36.1 billion for a 15th straight session of buying.
Taiwan stocks plunged as much as 812 points intraday, falling below 45000, with MediaTek and Hon Hai rising to narrow losses, closing down 291 points at 44920, foreign investors selling超735.2 billion in超sell, investment trusts buying超361.7 billion in超buy, and the three major institutional investors combined selling超52.691 billion in超sell.
The first wave of November ETF ex-dividends kicks off, with Actively Managed CTBC Taiwan Income leading equity ETFs at an 18.48% annualized yield, and Actively Managed AllianceBernstein Global High Yield Bonds leading bond ETFs at 10.44%. Monthly-distribution ex-dividend schedule and last purchase dates all in one place.
Cathay Securities Consulting notes that benefiting from rising demand for AI ASICs, silicon photonics, CPO, and AI servers, MediaTek, LandMark, Chipbond, Advanced Echem Materials, and Hon Hai show strong earnings momentum, Lite-On shifts to neutral, and the ABF substrate supply gap may widen after 2027.
The Taiex opened low and moved higher on the 2nd, plunging 812 points in early trading to fall below 45,000. It recovered as electronics heavyweights and high-priced stocks turned from losses to gains, reaching 45,045 points at midday, down 165 points, with turnover exceeding 572.9 billion yuan, with focus on U.S. midterm elections and earnings reports.
Dragged down by declines in U.S. technology and AI stocks, Taiwan stocks opened lower on November 2, falling to a low of 44399.10 points. As of 11:24, it was at 44941.5 points, down 270.33 points or 0.6%, failing to retake 45000 points, with MediaTek and Hon Hai turning positive to support the market.
Amid concerns over returns on AI investments, NDC Minister Yeh Chun-hsien said Taiwan is focused on the hardware supply chain, with stable orders through the end of next year. Investment trusts see four major opportunities in power management, liquid cooling, high-speed networking, and high-end materials, as cloud and on-device computing advance together.
According to CMoney statistics for October 26 to October 30, the top ten active ETF additions were released, with ASE Technology Holding adding 8443 lots to rank first, followed by Nan Ya Plastics and Fulltech Fiber Glass in second and third place, showing a dual advance in electronics and traditional industries.
U.S. stock futures rebounded, with Asian stocks opening low and moving higher. Korea's KOSPI turned positive, up 0.38%, Japan's Nikkei fell 0.3%, and Taiwan stocks narrowed losses to 499 points after plunging 812 points at one stage. The New Taiwan dollar depreciated past 32.6 in a stock-currency double slump, with markets focused on the U.S. midterm elections and the nonfarm payrolls report.
Dragged by a plunge in U.S. technology and AI stocks, Taiwan stocks opened lower on the 2nd, down 177.3 points to 45034.53, extended losses intraday and briefly fell below 45000, touching a low of 44399.1. TSMC opened sharply lower by NT$60 to NT$2310, with MediaTek and Delta Electronics falling in tandem, while the OTC market also weakened.
Taiwan stocks plunged 1,156 points last week to close at 45,211 amid global volatility. Analyst Ye Liang-chao focuses on defense for Hole 6, deploying 8 stocks including TECO and Grand Glass, favoring TECO and Grand Glass, stressing capital preservation, cash flexibility, and cautious stock-picking without bottom-fishing.
Bloomberg analysis says if Democrats sweep the US midterm elections, scrutiny of AI and data centers could intensify, affecting TSMC, Hon Hai, Quanta, and Delta Electronics; if Republicans hold Congress, policy continuity would be high. Republicans currently face a high probability of losing House control, while the Senate outcome remains undecided.
SOX is only about 3% from its July low, increasing catch-up selling pressure on Taiwan stocks; institutional investors say year-end profit-taking will bring布局 opportunities after selling clears, naming TSMC, OSAT, PCB, Formosa Group and financial holding stocks among six targets to watch on weakness, with the US election and oil prices as later variables.
Taiwan stocks fell about 1.8% last week to lose the half-year line, with the PHLX Semiconductor Index plunging over 7% and night futures falling 867 points adding pressure. Champion analyst Zhao Pengbo won with 1.13% and lined up five resilient stocks, focusing on AI and semiconductors to chase the year-end window-dressing rally.
Taiwan Ratings upgraded the outlooks for Taishin Shin Kong Financial Holding and its subsidiaries, with both banks turning positive; Shin Kong Life posted NT$32 billion in net profit for the first three quarters, with 204 branches after the January 1, 2027 merger and accounts switching to 14 digits — full details here.
Taiwan stocks opened lower and moved lower on October 30, closing down 1156.5 points at 45211.83, losing the monthly, quarterly and half-year moving averages; institutional investors say AI demand remains solid and financials are highly defensive, supporting buying on dips.
U.S.-Iran tensions in October pushed up oil prices and rate-hike expectations, AI stocks pulled back sharply while telecom and financial stocks hit new highs. Dividend investor Warren highlighted the 00998A Global Financial ETF for its low-correlation defensive quality and quarterly payout advantage.
As of October 22, 0050 had 3.72 million beneficiaries and TSMC had 3.167 million shareholders, ranking first and second respectively; leveraged 2x and actively managed ETF beneficiary counts grew sharply, with securities having over one million holders rising to 8, showing strong domestic buying support.