StreetInsider.com News Articles

BofA: Taiwan stocks surge on AI boom as tech sector dominates record gains

Fri, 08 May 2026 05:47:36 -0400

Investing.com -- Taiwan's stock market extended its artificial intelligence-driven rally in April, with the TWSE Index climbing 22.7% month-over-month to 38,926.63, according to Bank of America. The benchmark index has gained 34.4% year-to-date.

Average daily turnover reached NT$1.23 trillion ($38.9 billion) in the second quarter to date, up 187% year-over-year. The technology sector accounted for 79% of market turnover, compared with 2% for financials and 19% for non-tech sectors.

Total market capitalization rose 18% month-over-month to NT$127 trillion ($4.0 trillion) at the end of April. The technology and non-tech mix of market cap stood at 82% and 18%, respectively.

Margin loan balance increased

BofA: Taiwan stocks surge on AI boom as tech sector dominates record gains

Fri, 08 May 2026 05:47:36 -0400

Total market capitalization rose 18% month-over-month to NT$127 trillion ($4.0 trillion) at the end of April. The technology and non-tech mix of market cap stood at 82% and 18%, respectively.

Margin loan balance increased

Taiwan inflation rises to 1.74% in April on energy costs, BofA sees further price pressure

Thu, 07 May 2026 06:23:50 -0400

Investing.com -- Taiwan's consumer price inflation increased to 1.74% year-over-year in April, up from 1.2% in March, according to Bank of America.

The rise was driven primarily by energy prices, which climbed around 10.8% year-over-year, though the government's fuel price smoothing mechanism moderated the pass-through effect. Goods inflation rose to 1.1% from 0.2% in March, while services inflation increased to 2.3% from 2.2%.

Core CPI inflation, which excludes vegetables, fruits and energy, edged down slightly to 1.91% year-over-year from 2.0% in March. On a monthly basis, CPI rose 0.47% in April on a seasonally adjusted basis.

Food prices rose only 0.6% year-over-year, as

Passive Funds Resume EM Inflows in April, Taiwan and Brazil Lead says Morgan Stanley

Wed, 06 May 2026 06:49:36 -0400

Investing.com -- Passive long-only funds resumed buying emerging market equities in April after purchasing $12.0 billion, according to Morgan Stanley's Asia Flows & Positioning Guide. Taiwan, Brazil and China led the inflows, while active foreign funds sold $0.7 billion during the month.

Stock exchange data showed foreigners bought $8.4 billion of Taiwan equities and $22.4 billion of Japanese equities in April. Korea saw $0.6 billion in net foreign purchases. India and Indonesia recorded outflows of $5.2 billion and $1.0 billion respectively.

Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according

Passive Funds Resume EM Inflows in April, Taiwan and Brazil Lead says Morgan Stanley

Wed, 06 May 2026 06:49:36 -0400

Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according

Passive Funds Resume EM Inflows in April, Taiwan and Brazil Lead says Morgan Stanley

Wed, 06 May 2026 06:49:36 -0400

Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according

Passive Funds Resume EM Inflows in April, Taiwan and Brazil Lead says Morgan Stanley

Wed, 06 May 2026 06:49:36 -0400

Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according

Passive Funds Resume EM Inflows in April, Taiwan and Brazil Lead says Morgan Stanley

Wed, 06 May 2026 06:49:36 -0400

Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according

Passive Funds Resume EM Inflows in April, Taiwan and Brazil Lead says Morgan Stanley

Wed, 06 May 2026 06:49:36 -0400

Hedge funds added positions in Taiwan equities during the final week of April and returned to Korea following earlier profit-taking, according

This South Korean name is a hidden beneficiary of AI infrastructure

Sun, 03 May 2026 20:00:00 -0400

Jefferies analysts have identified a South Korean stock that they believe is a hidden beneficiary of AI infrastructure as it enters a phase of simultaneous earnings growth and multiple expansion for the first time in four years.

The company in question, LG Innotek (KRX: 011070), is a major supplier of high-tech components used in smartphones, vehicles, and other connected devices. The company is best known for making camera modules and optical components for mobile phones, while also producing semiconductor substrates, automotive sensors, radar/LiDAR systems, power modules, and other parts for electric and autonomous vehicles.

Jefferies has a Buy rating and KRW 750,000

This South Korean name is a hidden beneficiary of AI infrastructure

Sun, 03 May 2026 20:00:00 -0400

Jefferies has a Buy rating and KRW 750,000

US hyperscalers' comments and capex guidance are bullish for these Asian stocks