Abstract: We analyzed TWSE foreign holding data as of May 29th, covering stocks with market cap of at least USD100m. Total foreign holdings stood at USD2,287.1bn, up from USD2,141bn a week prior, a gain of USD146bn (6.8% WoW), outpacing the TWSE index which rose 5.8% over the same period. We estimate net foreign inflows of USD6,743m for the week, reflecting broad-based buying across the market. The top weekly inflow recipients were Hon Hai Precision (2317 TT, +USD2,008m), Zhen Ding Technology (4958 TT, +USD1,813m), Nanya Technology (2408 TT, +USD907m), Powerchip Semiconductor Manufacturing (6770 TT, +USD747m), and Winbond Electronics (2344 TT, +USD650m). On the outflow side, Quanta Computer (2382 TT, -USD701m), ASE Industrial (3711 TT, -USD396m), and Innolux (3481 TT, -USD382m) saw the largest weekly reductions in foreign holdings.
Nanya Technology, Powerchip Semiconductor Manufacturing, Quanta Computer, Zhen Ding Technology, Hon Hai Precision
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