Abstract: We analyzed changes in foreign holdings of TWSE stocks as of Aug 14th, with total foreign holdings reaching USD2,229bn across stocks with market cap of at least USD100m. Foreign flows for the week were estimated at net inflows of USD5,449m, lifting holdings by USD82bn (3.8% WoW), slightly ahead of the TWSE index gain of 3.6%. On the inflow side, MediaTek (2454 TT) led with +USD970m, followed by Nanya Technology (2408 TT) at +USD801m, Powerchip Semiconductor Manufacturing (6770 TT) at +USD683m, TSMC (2330 TT) at +USD667m, and Winbond Electronics (2344 TT) at +USD500m. On the outflow side, Yageo (2327 TT) saw the largest weekly outflow at -USD571m, followed by Gold Circuit Electronics (2368 TT) at -USD266m and Delta Electronics (2308 TT) at -USD234m.
Nanya Technology, MediaTek, TSMC, Powerchip Semiconductor Manufacturing, Yageo
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