Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 6th. The aggregated holding was USD1,584.4bn.</li>
<li>We estimate that foreign flows to be outflows of USD3,162mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in TSMC, Unimicron Technology, Asia Vital Components, MediaTek, Nanya Technology.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 6th. The aggregated holding was USD1,584.4bn.
We estimate that foreign flows to be outflows of USD3,162mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Unimicron Technology, Asia Vital Components, MediaTek, Nanya Technology.


TWSE Foreign Holding Weekly (Feb 6th): TSMC, Unimicron Technology, Asia Vital Components, MediaTek

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Feb 6th. The aggregated short interest was USD29.3bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Jentech Precision Industrial, Realtek Semiconductor, Alchip Technologies, Lotes, Hon Hai Precision.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Feb 6th. The aggregated short interest was USD29.3bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Jentech Precision Industrial, Realtek Semiconductor, Alchip Technologies, Lotes, Hon Hai Precision.


TWSE Short Interest Weekly (Feb 6th): Jentech Precision Industrial, Realtek Semiconductor

<ul>
<li>We analysed the earning revision of component stocks of MS-Taiwan in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC, Innolux, Wiwynn.</li>
</ul>


We analysed the earning revision of component stocks of MS-Taiwan in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC, Innolux, Wiwynn.


MS-Taiwan Index Earning Revision (Jan): Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jan 30th. The aggregated holding was USD1,597.8bn.</li>
<li>We estimate that foreign flows to be inflows of USD411mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in TSMC, Asia Vital Components, Winbond Electronics, Quanta Computer, Powerchip Semiconductor Manufacturing.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jan 30th. The aggregated holding was USD1,597.8bn.
We estimate that foreign flows to be inflows of USD411mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Asia Vital Components, Winbond Electronics, Quanta Computer, Powerchip Semiconductor Manufacturing.


TWSE Foreign Holding Weekly (Jan 30th): TSMC, Asia Vital Components, Winbond Electronics

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jan 30th. The aggregated short interest was USD29.4bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Silergy, Hon Hai Precision, Fortune Electric, Wistron, BizLink.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jan 30th. The aggregated short interest was USD29.4bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Silergy, Hon Hai Precision, Fortune Electric, Wistron, BizLink.


TWSE Short Interest Weekly (Jan 30th): Silergy, Hon Hai Precision, Fortune Electric, Wistron

Taiwan

Innolux Corporation manufactures TFT-LCD, LCD models and LCD monitors. The company also provides research, development, manufacturing and retails business.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Innolux Corp (3481 TT)

TWSE Foreign Holding Weekly (Feb 6th): TSMC, Unimicron Technology, Asia Vital Components, MediaTek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Unimicron Technology, Asia Vital...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Feb 6th): Jentech Precision Industrial, Realtek Semiconductor

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Jentech Precision Industrial, Realtek...

Ke Yan, CFA, FRM

MS-Taiwan Index Earning Revision (Jan): Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC

We analyzed MS-Taiwan's consensus for Jan 2026 and highlighted changes of EPS in Hon Hai Precision, Nan Ya Plastics, TSMC, China Steel, UMC,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jan 30th): TSMC, Asia Vital Components, Winbond Electronics

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Asia Vital Components (3017 TT),...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jan 30th): Silergy, Hon Hai Precision, Fortune Electric, Wistron

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Silergy, Hon Hai Precision, Fortune Electric,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)