〈Taiwan stock market fluctuated by 20,000 points and everyone rushed for ETFs〉
This week, Taiwan stocks once hit a high of over 20,000 points, and then fluctuated repeatedly. The public saw the index rising sharply and then started to dance. The media reported that the two ETFs that have recently opened for subscription – 00939 unified Taiwan’s high interest rate momentum and 00940 Taiwan’s value and high interest rate, caused the whole market to rush for subscriptions, and bank and brokerage staff were even unable to work overtime. Processing queuing subscription orders, 00939 set a new record last week with a scale of 53.1 billion yuan, and 00940, which started subscription this week, exceeded the total raised amount of 00939 on the first day of fundraising. The media predicts that the fundraising scale will exceed 100 billion yuan. The media reported that many elderly people even paid off their fixed deposits and pledged their mortgage to buy a house. Due to the overwhelming number of subscriptions, third parties stopped subscriptions in advance or announced sales changes one after another.
It is speculated that the reasons for the upsurge in subscriptions for the two ETFs 00939 and 00940 are: each one is only 10,000 and 15,000 yuan, students and small bourgeoisie can invest, and monthly dividends are distributed, as well as factors such as the high investment willingness of the Taiwan stock market. In fact, after the listing of Taiwan stock ETF, it is no different from ordinary stock trading. Investors can enter and buy. There is no need to rush to buy in during the subscription period. Investors can invest in fixed amounts on a regular basis, or take advantage of the index retracement. field.
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〈What is the difference between high dividend and semiconductor ETF〉
In recent years, Taiwanese investors have favored high-dividend ETFs. In addition to 00939 and 00940, which have recently opened for subscription, there are also 0056 Taiwan High Dividend, 00919 Qunyi Taiwan Select High Dividend, 00878 Cathay ESG Sustainable High Dividend, and 00900 Fubonte Choose high dividend ETFs such as 00713 Yuanta Taiwan High Yield Low Volatility and 00934 CITIC Growth High Dividend. Pay special attention to the fact that high dividends are chosen from low-growth and mature industries, so high-growth industries such as AI are trending. TSMC (2330-TW) will not be included in the constituent stocks. On the contrary, the mature semiconductor manufacturing process is subject to competition from the large-scale opening up of production capacity from the other side, which is oversupplied by UMC (2330-TW) and world advanced (5347-TW) is included.
The stock market has risen sharply in the past year, mainly driven by the AI trend, which has driven strong demand for semiconductor chips. TSMC, the leading wafer foundry, has expanded global production. TSMC’s stock price has also surged from 516 yuan in October last year to 796 yuan recently, a surge of more than 50%. If you are optimistic, If you want to make money from the development of AI trends, you can choose market capitalization or semiconductor ETFs.
The Taiwan Semiconductor ETF includes 00891 CITIC Key Semiconductor, 00892 Fubon Taiwan Semiconductor, 00904 Shin Kong Taiwan Semiconductor, 00913 Mega Taiwan Wafer Manufacturing and Group Yield Taiwan Semiconductor Earnings, and 00941 CITIC Upstream Semiconductor, which was newly listed on Friday.
〈Pay attention to specific people pumping and selling ETF constituent stocks〉
Looking at the top three constituent stocks tracked by eight high-dividend ETFs, the one with the most links is MediaTek (2454-TW) There are five ETFs in total, followed by Novatek (3034-TW) has three ETFs, followed by Realtek (2379-TW), Evergreen (2603-TW), UMC (2303-TW) and the General Assembly (3702-TW), these stocks have already experienced high-end and explosive declines this week, because the market expects that 200 billion passive ETF buyers will enter the market from the end of March to early April, resulting in excessive concentration of funds, and some middle-aged and elderly people are not able to use these funds. People with financial concepts will deposit money to buy a house. After the issuance, the fund does not rule out that it will fall below the issuance price for several years like 00900 in the past. Constituent stocks have also seen the phenomenon of rising in advance. Pay attention to the phenomenon of specific money being shipped to passive ETFs.
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Source of article: Analyst Chen Zhilin/Hengda Investment Consulting
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2024-03-17 01:10:22
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