Stocks News

Taiwan ETF Holdings (early 2024)

Current Interactive Brokers Grant access In this post, we take a closer look at the total 122 stock holdings of the following two Taiwan ETFs (since there is some overlap with the two holdings):

For reference, there is one Taiwanese closed-end fund.

  • Taiwan Fund, Inc (NYSE: TWN) – start: December 23, 1986

    • Price/Book (most recent quarter): 0.82

    • Trailing P/E: 2.46 (no forward P/E) / Annual Dividend Yield: Not applicable(Yahoo! Jae Won)

we deal with taiwan fund Our sunday post It feels like you make a significant amount of transactions every month or quarter. Otherwise, our monthly fact sheets provide a good commentary on the Taiwanese market and the latest technology trends.

Here’s a look at the recent performance of Taiwan ETFs and closed-end Taiwan funds during COVID-19 (the chart is linked back to Yahoo! Finance).

And here’s the long-term performance of all three funds:

As you can see in the chart above, taiwan fund It tended to outperform the two Taiwan ETFs.

However, note that both ETFs and Taiwanese closed-end funds are overweight the market. TSMC:

If you already own it TSMCGiven these weights, investing in Taiwan ETFs or closed-end funds may not make sense.

The rest of the portfolio is also concentrated in technology stocks, and it should be pointed out that some Taiwanese tech stocks have gone parabolic as potential AI comes into play.

Aside from being technically oriented, here are some specific things you might notice when looking through your holdings, which we cover later in this post: Taiwan Stocks Pay Substantial Dividends -It also includes technical things. how The New Taiwan Dollar (NTD) does not fluctuate much against the USD.Even small dividends can help offset negative currency fluctuations or additional transaction costs.

Besides, for what Price/Book (most recent quarter) ratio Yahoo! Financials are valuable, and very few of these stocks have ratios below 1.00 (unlike Korean stocks). Nonetheless, their price/book ratios are displayed with forward and/or trailing. stock price return Don’t appear overly nervous. Unlike certain U.S. technology stocks…

I recently posted about my stay in Taiwan.

Neither ETF holds the following two Taiwanese consumer stock stocks that can be found anywhere on a trip to Taiwan.

I also wrote about two potentially interesting Taiwanese tech stocks.

For further research on Taiwan market Market Observation Post System (MOPS) Although company profiles and financial information are in English, the site a bit clunky If you want to use it like you have to search for the company again in each tab and can’t save the URL for a specific search result…

To make your life easier, the rest of this post includes:

  • A broad industry classification of stocks.

  • Which ETF or ETFs hold the stock.

  • IR page link and Yahoo! This is a brief explanation of stock prices. Jae Won.

  • Link to Wikipedia page (for what it’s worth…)

  • It is the price/book (most recent quarter) ratio plus the forward or trailing P/E plus the dividend yield tied back to Yahoo! This is a financial statistics page.

  • The latest long-term technical charts financial resources linked back to Yahoo!

The last time I copied the holdings of both ETFs into a spreadsheet was probably two months ago. However, it is doubtful that much has changed in those holdings since then.

And as always, this post Provided for informational purposes only (And to make your life easier by providing relevant information, links and charts). This does not constitute investment advice and/or recommendations…

information technology
EWT and FLTW

Acton Technology (TPE: 2345) It is a leader in the design field. Open hardware platform For data centers, carrier access, campuses, SD-WAN networks, and IoT.

  • Wikipedia

  • Price/Book (most recent quarter): 8.65

  • Forward P/E: 19.23 / Annual Dividend Yield: 1.60% (Yahoo! Jae Won)

information technology
EWT and FLTW

Acer Corporation (TPE: 2353 / at: AC5G /OTCMKTS: ACEYY) It is a multinational company hardware and electronics companies It is a company specializing in advanced electronic technology and is headquartered in Shizi City, New Taipei City. Its products include desktop PCs, laptop PCs, tablets, servers, storage devices, virtual reality devices, displays, smartphones and peripherals, as well as Predator branded gaming PCs and accessories.

  • Wikipedia

  • Price/Book (most recent quarter): 1.96

  • Forward P/E: 17.39 / Annual Dividend Yield: 3.33% (Yahoo! Jae Won)

industrial goods
FLTW

Advanced Energy Solutions Holding Ltd. (TPE: 6781) Ltd. Registered in the Cayman Islands and established on January 9, 2020. The main products are lithium battery module, The main production areas are Changshu, China and Hsinchu, Taiwan. AES has been committed to the R&D of professional lithium battery module technology for many years. As global demand for green energy continues to grow, power and energy storage lithium batteries will play an increasingly important role. AES expects to become an important member of the green energy supply chain and contribute to a better planet.

  • Price/Book (most recent quarter): 4.12

  • Trailing P/E: 31.26 (no forward P/E) / Annual Dividend Yield: 2.86% (Yahoo! Jae Won)

information technology
EWT and FLTW

Advantech Co., Ltd. (TPE: 2395) It is a global leader in its field. Industrial IoT We provide comprehensive system integration, hardware, software, customer-centric design services, embedded systems, automation products and global logistics support. They work closely with their partners to provide complete solutions for a variety of applications across a variety of industries. Their mission is to enable an intelligent planet through automation and embedded computing products and solutions that enable the advancement of smarter work and life.

  • Price/Book (most recent quarter): 7.12

  • Forward P/E: 33.56 / Annual Dividend Yield: 2.81% (Yahoo! Jae Won)

industrial goods
EWT and FLTW

Airtech International Group (TPE: 1590) We are a well-known supplier/manufacturer established and headquartered in Taiwan since 1988. transmission equipment in the world market. AirTAC operates in the automotive, machinery manufacturing, metallurgy, electronics, rail transport, environmental protection, lighting and textiles, ceramics, medical equipment, food, packaging, automation industries.

  • Price/Book (most recent quarter): 5.67

  • Forward P/E: 29.07 / Annual Dividend Yield: 1.14% (Yahoo! Jae Won)

Related Articles

Back to top button