Abstract: We analyzed TWSE foreign holding data as of April 10th, covering stocks with a market cap of at least USD 100m. Total foreign holdings stood at USD 1,771bn, up 11.1% WoW from USD 1,593bn, outpacing the TWSE index gain of 8.7%. We estimate net foreign inflows of USD 5,294m for the week. The top inflow stocks were TSMC (2330 TT, +USD 2,103m), Quanta Computer (2382 TT, +USD 597m), Delta Electronics (2308 TT, +USD 482m), Yageo (2327 TT, +USD 427m), and Wistron (3231 TT, +USD 163m). The largest outflows were from MediaTek (2454 TT, -USD 153m) and Macronix Intl (2337 TT, -USD 153m).
TSMC, Delta Electronics, Yageo, Quanta Computer, Wistron
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