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The 'New High' Rule: Why King Slide and Jentech Outperform Amid Market Volatility
Electronic Technology · Electronic Components · economic_daily · 2026-09-23
Financial commentator Hsieh Chin-ho highlights how strong fundamentals drive market leaders like King Slide and Jentech to new highs despite sector-wide sell-offs.
What Happened
Market Volatility and Fed Policy: Global markets have been dominated by rising U.S. Treasury yields and the Federal Reserve's interest rate decisions, leading to significant capital tightening. Despite these headwinds, the Taiwan Stock Exchange has demonstrated remarkable resilience, recovering from July's correction and positioning itself as one of the strongest AI-related markets globally.
Correction in Passive Components: The passive component sector, previously inflated by speculative trading, faced a brutal correction, with major players experiencing significant declines. This serves as a stark reminder of the risks associated with chasing stocks that have decoupled from their underlying financial performance.
The Rule of New Highs: Hsieh emphasizes that sustainable stock growth is fundamentally driven by robust earnings and operational results. Companies like King Slide and Jentech have defied market trends by delivering impressive revenue and EPS figures, effectively widening the gap between industry leaders and their competitors.
Outlook for Taiwan Stocks: As of mid-September, the Taiwan Weighted Index is within striking distance of its all-time high. Given the strength of its AI-focused supply chain, Taiwan is well-positioned to potentially lead global markets in breaking through previous record highs.