〈Must-see news before the Taiwan stock market opens〉 High-end technical correction, capital market is still strong, retail investor indicators fell for 3 consecutive times | Anue Juheng-Taiwan Stocks

Taiwan stocksweighted indexIt rose 78.47 points last week, with 4 reds in a row. The influx of international funds is the most important driving force behind the index’s surge of nearly 1,300 points in November. The strong inflow of funds is still beneficial to the market consolidation and subsequent attack on the previous high of 17,463 points. It is expected to be fourth Seasonal performance themes, presidential election themes and other groups attract funds.

The generative AI trend is sweeping across the financial holding industry, and various companies are showing off their financial technology achievements at financial expos. The balance of securities transfer deposits, which represents an indicator of retail investors, has also declined in March, and has dropped by more than 300 billion yuan in the past three months. The central bank explained that this reflects the connection with the stock market, and the Taiwan stock index fell in October. Cathay Life has realized stock gains of 33.01 billion yuan in the first three quarters of this year, an annual increase of 34%. The bond market has realized gains of 3.729 billion yuan, a year-on-year decrease of 55%. The stock and bond markets have made a total of 36.739 billion yuan, an annual increase of 11.5%. SCFI’s 3rd consecutive black but low-end has supported the European line freight rate rebounded by 10%. Here are the must-read news before the Taiwan stock market opens today:

Generative AI trend is blowing to the financial holding industry. Take a look at this year’s highlights.

The 2023 Taipei International Financial Expo will be held for three consecutive days starting from the 24th. This year’s generative AI technology has exploded. This wave sweeping the world has also hit the financial industry. Many companies have showcased their financial technology achievements. Among them, CITIC Financial (2891-TW), Fubon Gold (2881-TW), Shin Kong Gold (2888-TW) have revealed that they have generative AI-related application plans and are piloting them in internal operations. However, the financial industry has always attached great importance to privacy and personal data protection, and most companies still need to wait for the operation to be stable before evaluating and promoting it to the consumer side. Read more…

In October, retail investor indicators dropped three times in a row, and the scale of funds dropped by more than 300 billion yuan.

The Central Bank announced financial conditions in October. The annual growth rate of M1B rose to 3.32%, and the annual growth rate of M2 dropped to 5.70%. The “death cross” line pattern of funds continued to appear. The balance of securities transfer deposits, which represents an indicator for retail investors, also fell in March. A total of more than 300 billion yuan has been lost in the past three months. The central bank explained that this reflects the connection with the stock market, and the Taiwan stock index fell in October. Read more…

Foreign investors have different adjustments to the spot operations of Taiwan stock futures. There is a fierce battle between the long and short positions of individual stocks.

Foreign investors bought more than 3.44 billion yuan of Taiwan stocks last Friday, butstage periodNet short orders increased by 1801 lots to 4240 lots, and futures and spot prices were adjusted differently. In terms of current stocks, foreign investors oversold the top three stocks of Development Bank, Sinosteel and Acer, but were sold off by investors. The largest number of foreign investors oversold was the aviation duo, with a total of 45,000 shares. Read more…

ICS transitional measures reduce pressure on capital increase, China Life will pay no cash dividends this year and next year

Cathay Gold (2882-TW) convened the third quarter legal meeting. The Financial Supervisory Commission yesterday (23rd) announced that the insurance industry will be integrated into the new generation solvency system (TW-ICS) in 2026, giving a transition period of 15 years. Lin Zhaoting, executive vice president of Cathay Life Insurance, expressed his affirmation. For many companies with policies with high interest rates, the pressure to increase capital will be reduced, which will have a positive effect on the overall life insurance industry. The outside world is concerned about next year’s dividend policy. Lin Zhaoting said that in principle, China Life will not have cash dividends to be paid this and next two years. To Financial Holdings. Read more…

China Life’s stocks and bonds earned a total of 36.7 billion in the first three quarters, seizing the cycle of interest rate hikes to build U.S. debt

Cathay Gold (2882-TW) held a third-quarter press conference. In the first three quarters of this year, Cathay Life has realized stock income of 33.01 billion yuan, an annual increase of 34%. The bond market has realized income of 3.729 billion yuan, an annual decrease of 55%. The total profit of the stock and bond market is 36.739 billion yuan. , an annual increase of 11.5%. China Life stated that it emphasized that it would seize the cycle of interest rate hikes to build U.S. debt positions, especially increasing long-term U.S. debt. The proportion of fixed-income investments in North America has increased to 51%. Read more…

SCFI 3 consecutive times, Heiwei low-end has support, European line freight rate rebounded 10%

The Shanghai Shipping Exchange announced that the latest Shanghai Export Container Freight Index (SCFI) was 993.21 points, down 6.71 points from last week, showing 3 consecutive black days. However, the decline was only 0.67%, and the European line rebounded on dips, with a rebound. reached 10%, showing that shipping companies are working hard to resist the pressure of weak freight rates during the off-season. Read more…

Fondaco is optimistic about the strong demand for aerospace and the new factory in Malaysia will be put into operation before 2026.

Getac Investment Holdings (3005-TW)’s aerospace fastener factory Fondaco (3004-TW) held a press conference. The company believes that the demand for aircraft maintenance is heating up and the outlook for next year will continue to be optimistic. In order to disperse geopolitical risks, Fondaco has also set up a factory in Malaysia, and the first-phase production capacity target will be set within 2 years. Read more…