Foreign Investors Net Buy NT$28.8 Billion, TSMC Sees 4th Consecutive Day of Buying with 8,159 Shares Added

Easing tensions in the Middle East, with Israel agreeing to direct talks with Lebanon, boosted bullish sentiment in the Taiwan stock market. The TAIEX today surged past the 35,000-point mark, with capital flowing back into electronic stocks. The index closed at 35,417.83 points, a new closing high, up 556.67 points, or 1.6%, with a turnover of NT$829.537 billion; the weekly line turned positive, rising 2,845.4 points.

Today, the three major institutional investors collectively net bought NT$37.896 billion. Among them, proprietary traders net bought NT$12.258 billion, investment trusts net sold NT$3.17 billion, and foreign investors and mainland Chinese investors net bought NT$28.808 billion.

According to Taiwan Stock Exchange data, the top 3 foreign investor net buys included Yuanta Taiwan 50 (0050) with approximately 59,300 shares, KGI Taiwan TOP50 (009816) with approximately 31,900 shares, and Cathay Sustainable High Dividend (00878) with 26,000 shares. Other top 10 individual stocks included UMC, Winbond, Nanya Technology, Fubon Technology (0052), Powerchip Semiconductor, Cathay Taiwan Leaders 50 (00922), and Yageo.

Foreign investors simultaneously reduced holdings in panel, printed circuit board (PCB), and petrochemical sectors. Among the top 10 net sells, Innolux and AUO ranked 1st and 2nd, reducing holdings by 92,900 shares and 82,500 shares, respectively. Other listed stocks included Active Unified Taiwan Growth (00981A), Apex International, Nanya Plastics, China Petrochemical Development, Active Unified Global Innovation (00988A), CTBC Financial Holding, Taiwan Glass, and Yuanta Taiwan 50 Leveraged 2X (00631L).

Investment trusts primarily net sold chemical, memory, and financial stocks. The top 10 included Chang Chun Group, Powerchip Semiconductor, WPG Holdings, China Airlines, Taishin Shin Kong Financial Holding, King Yuan Electronics, Uni-President Enterprises, Winbond, E.SUN Financial Holding, and Hua Nan Financial Holdings. (Edited by Yang Lan-hsuan) 1150410