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 (Apr 2nd): TSMC, Delta Electronics, MediaTek, Hon Hai Precision

TWSE Foreign Holding Weekly (Apr 10th): TSMC, Quanta Computer, Delta Electronics, Yageo, Wistron

TSMC (2330.TT; TSM.US): 1Q26 with EPS of NT$22.1, with Full-Year USD Revenue Growth Over 30%.

TWSE Foreign Holding Weekly (Apr 25th): TSMC

TWSE Foreign Holding Weekly (Apr 18th): SCSB, TSMC, Evergreen Marine, Quanta Computer

TWSE Foreign Holding Weekly (Apr 11th): Quanta Computer, TSMC, Ctbc Financial

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 Mar 27th. The aggregated holding was USD1,623.1bn.</li>
<li>We estimate that foreign flows to be outflows of USD3,369mln. 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, Compeq Manufacturing, MediaTek, Hon Hai Precision, King Yuan Electronics.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Mar 27th. The aggregated holding was USD1,623.1bn.
We estimate that foreign flows to be outflows of USD3,369mln. 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, Compeq Manufacturing, MediaTek, Hon Hai Precision, King Yuan Electronics.


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

TWSE Foreign Holding Weekly (Mar 27th): TSMC, Compeq Manufacturing, MediaTek, Hon Hai Precision