Abstract: We analyzed TWSE foreign holding data as of Jun 26th, covering stocks with a market cap of at least USD100m. Total foreign holdings stood at USD2,205bn, down from USD2,322bn a week prior. We estimate net foreign outflows of USD8,550m for the week, with aggregate holdings declining USD118bn (5.1% WoW), outpacing the TWSE index decline of 4.1%. The largest weekly outflows were in TSMC (-USD3,586m), Winbond Electronics (-USD1,495m), Hon Hai Precision (-USD774m), Nanya Technology (-USD631m), and Delta Electronics (-USD573m). On the inflow side, ASE Industrial led with +USD729m, followed by King Yuan Electronics (+USD644m), Nan Ya Printed Circuit Board (+USD601m), Elite Material (+USD247m), and ITEQ (+USD244m).
Hon Hai Precision, Winbond Electronics, King Yuan Electronics, ASE Industrial, TSMC
Interested in the full report? Get in touch with our team.