Abstract: We analyzed changes in foreign holdings of TWSE stocks as of April 24th, with total foreign holdings across stocks with market cap of at least USD100m reaching USD1,996.2bn. We estimate net foreign flows were inflows of USD3,351m for the week, with total holdings up USD144bn (7.8% WoW), outpacing the TWSE index gain of 5.8%. On the inflow side, TSMC led with +USD822m, followed by Hon Hai Precision (+USD560m), Alchip Technologies (+USD449m), MediaTek (+USD313m), and Wistron (+USD272m). On the outflow side, Delta Electronics saw the largest weekly reduction at -USD332m, followed by Chroma ATE (-USD204m), Zhen Ding Technology (-USD198m), Taiwan Glass Ind (-USD146m), and Cathay Financial (-USD120m).
MediaTek, Delta Electronics, Alchip Technologies, TSMC, Hon Hai Precision
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