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Institutional Investors Pivot: Net Buying NT$1.9 Billion, Favoring Industrial and Satellite Stocks

Process Industries · Chemicals: Specialty · economic_daily · 2026-08-28

After heavy selling last week, institutional investors shifted to net buying this week, focusing on fiberglass, low-orbit satellite, and electronic material stocks.

What Happened

Institutional Strategy Shift: After a significant sell-off last week, institutional investors turned net buyers this week, injecting NT$1.945 billion into the market. As the index held its monthly support level and began a rebound, institutional capital returned to support the market's push toward record highs.

Focus on Fiberglass and Satellites: Institutional buying was concentrated in the fiberglass and low-orbit satellite sectors, with Nan Ya Plastics and Fortune leading the top buy list. Nan Ya, in particular, has become a core holding due to its high market share in electronic materials and self-sufficient supply chain.

Bullish Outlook for Materials: Analysts suggest that Nan Ya is poised for a strong third quarter, driven by rising demand for high-end electronic materials and price increases. Institutional interest in these upstream supply chain players reflects growing optimism regarding the recovery of the electronics industry.

Diversified Portfolio Approach: Beyond industrial and material stocks, institutional investors also targeted low-orbit satellite suppliers like Win Semiconductors and Compeq, while also increasing positions in power supply manufacturer Lite-On. This diversified approach highlights a strategic effort to capture growth from both established and emerging tech sectors.

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