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Taiwan Stocks Keep Falling; Analysts Advise Waiting for Currency Stabilization
Electronic Technology · Electronic Components · economic_daily · 2026-11-03
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As Taiwan stocks continue to hit new lows, analysts suggest waiting for the NTD to stabilize before increasing exposure, while highlighting specific sectors showing signs of bottoming out.
What Happened
Market Situation: Taiwan stocks have continued to slide, hitting new lows and causing significant investor anxiety. Analyst Chang Chen-hao notes that market concerns regarding the return on AI capital expenditure, combined with persistent foreign selling, have created a 'sell-off' environment that makes near-term predictions difficult.
Key Indicators: The analyst emphasizes that the stabilization of the New Taiwan Dollar (NTD) is the most critical factor in determining when the stock market will find a floor. Until the currency stabilizes, foreign selling pressure is likely to persist, and investors are advised to remain patient rather than attempting to catch a falling knife.
Bottoming Sectors: Despite the lack of overall market stability, the analyst points out that certain sectors are showing signs of bottoming out. Investors might consider building small positions in thermal management stocks like AVC, CCL stocks like Elite Material, glass fiber manufacturers like Taiwan Glass, and ABF substrate leaders like Unimicron and Nanya PCB.
Investment Strategy: Addressing concerns about an AI bubble, the analyst believes that AI demand and growth trends remain clear and that the sector is not in a bubble. The current correction is primarily driven by valuation adjustments and capital flows, suggesting that a gradual, small-position entry strategy is the most prudent approach to manage volatility.
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