Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac ECM and Index Rebal

TWSE Foreign Holding Weekly (Jul 3rd): TSMC, UMC, Hon Hai Precision, Macronix Intl

TWSE Foreign Holding Weekly (Jul 9th): TSMC, Unimicron Technology, ASE Industrial, MediaTek

TWSE Foreign Holding Weekly (Jul 17th): TSMC, Nan Ya Plastics, Unimicron Technology

TWSE Foreign Holding Weekly (Jun 18th): Nanya Technology, Powerchip Semiconductor Manufacturing

TWSE Foreign Holding Weekly (Jun 12th): TSMC, MediaTek, Yageo, Quanta Computer, Delta Electronics

TWSE Foreign Holding Weekly (Jun 5th): TSMC, UMC, Quanta Computer, MediaTek, Winbond Electronics

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 Jun 26th. The aggregated holding was USD2,204.5bn.</li>
<li>We estimate that foreign flows to be outflows of USD8,550mln. 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, Winbond Electronics, Hon Hai Precision, ASE Industrial, King Yuan Electronics.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 26th. The aggregated holding was USD2,204.5bn.
We estimate that foreign flows to be outflows of USD8,550mln. 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, Winbond Electronics, Hon Hai Precision, ASE Industrial, King Yuan Electronics.


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

TWSE Foreign Holding Weekly (Jun 26th): TSMC, Winbond Electronics, Hon Hai Precision, ASE Industrial