Foreign Investors Net Sell TWD 75.7 Billion, Ending 4-Day Buying Streak, Rotate into Financial Stocks
Taiwan's stock market fell sharply on June 4 after four consecutive record highs. The TAIEX closed at 45,677.46, down 781.70 points. Foreign investors net sold TWD 75.685 billion, ending a four-day buying streak, with funds rotating into financial stocks.
📋 Article Processing Timeline
- 📰 Published: June 4, 2026 at 17:35
- 🔍 Collected: June 4, 2026 at 17:45 (10 min after Published)
- 🤖 AI Analyzed: June 6, 2026 at 16:06 (46h 20m after Collected)
(Central News Agency, reporter Tseng Jen-kai, Taipei, 4th) After hitting record highs for four consecutive trading days, the Taiwan stock market retreated today. The TAIEX closed at the day's low of 45,677.46, down 781.70 points, with a turnover of approximately TWD 1.2415 trillion. According to statistics from the Taiwan Stock Exchange, the three major institutional investors (foreign investors, investment trusts, and dealers) recorded a combined net sell of TWD 93.157 billion.
Looking at the positions of the three major institutions, foreign and Chinese investors (excluding foreign proprietary dealers) net sold TWD 75.685 billion today, ending a previous four-day net buying streak. Dealers also reduced their positions by TWD 21.366 billion, while investment trusts net bought TWD 3.894 billion.
In terms of individual stocks, the top three net sold stocks by foreign investors today were Cathay Financial Holdings (150,842 shares), Compal Electronics (99,951 shares), and Acer (64,384 shares). Notably, besides Compal, Wistron, Quanta Computer, and Hon Hai also appeared in the top 10 net sold list by foreign investors today.
On the buying side, the top three net bought stocks by foreign investors today were UMC (149,147 shares), Taiwan Business Bank (31,853 shares), and First Financial Holding (31,430 shares). Among the top 10 net bought stocks by foreign investors today, as many as 8 were financial stocks.
Tseng Yen-yu, Vice President of the Research Department at CSC Investment Consulting, analyzed, "We cannot just look at the index when viewing the Taiwan stock market now. Compared to Intel and Marvell, heavyweight indicators like TSMC and NVIDIA are starting to have difficulty rising because of their high base. The AI effect has now spread. Investors can try to find groups that benefit from AI but have not yet been selected, and they don't necessarily have to limit themselves to the technology sector."
Tseng Yen-yu gave an example, saying, "Today, when the broader market fell, financial stocks performed strongly. This is because AI has driven a stock market frenzy, causing the book value of financial assets for many financial holding companies to increase significantly, leading to an explosion in profits." (Editor: Chang Chun-mao) 1150604
Looking at the positions of the three major institutions, foreign and Chinese investors (excluding foreign proprietary dealers) net sold TWD 75.685 billion today, ending a previous four-day net buying streak. Dealers also reduced their positions by TWD 21.366 billion, while investment trusts net bought TWD 3.894 billion.
In terms of individual stocks, the top three net sold stocks by foreign investors today were Cathay Financial Holdings (150,842 shares), Compal Electronics (99,951 shares), and Acer (64,384 shares). Notably, besides Compal, Wistron, Quanta Computer, and Hon Hai also appeared in the top 10 net sold list by foreign investors today.
On the buying side, the top three net bought stocks by foreign investors today were UMC (149,147 shares), Taiwan Business Bank (31,853 shares), and First Financial Holding (31,430 shares). Among the top 10 net bought stocks by foreign investors today, as many as 8 were financial stocks.
Tseng Yen-yu, Vice President of the Research Department at CSC Investment Consulting, analyzed, "We cannot just look at the index when viewing the Taiwan stock market now. Compared to Intel and Marvell, heavyweight indicators like TSMC and NVIDIA are starting to have difficulty rising because of their high base. The AI effect has now spread. Investors can try to find groups that benefit from AI but have not yet been selected, and they don't necessarily have to limit themselves to the technology sector."
Tseng Yen-yu gave an example, saying, "Today, when the broader market fell, financial stocks performed strongly. This is because AI has driven a stock market frenzy, causing the book value of financial assets for many financial holding companies to increase significantly, leading to an explosion in profits." (Editor: Chang Chun-mao) 1150604