News / Taiwan / economic_daily
Post-Holiday Market Strategy: 16 Stocks with Triple-Growth Revenue Attract Institutional Buying
Electronic Technology · Electronic Components · economic_daily · 2026-10-11
1312, 1714, 1815, 2313, 2330, 2340, 2408, 2492, 3037, 3105, 3624, 3707, 4958, 5347, 6278
Following the Double Tenth holiday, institutional investors are targeting stocks with strong monthly, annual, and quarterly revenue growth, focusing on AI-related components.
What Happened
Triple-Growth Revenue Focus: As Taiwan's listed companies finalize their September revenue reports, market sentiment is shifting toward fundamental performance. Investors are prioritizing stocks that demonstrate simultaneous growth in monthly revenue, year-over-year revenue, and third-quarter sequential growth.
Institutional Capital Inflow: Institutional investors have been aggressively accumulating shares in companies like Zhen Ding-KY, Compeq, and Topco, with a heavy concentration in the electronics sector. Key areas such as PCB manufacturing, passive components, and semiconductors are leading the charge, driven by AI-related demand and supply constraints.
Memory Sector Outlook: Industry experts suggest that the memory sector is evolving beyond its traditional cyclical nature due to persistent supply-demand imbalances. With long-term power and data requirements rising, memory manufacturers are expected to maintain strong profitability, making them attractive long-term plays.
Market Resilience: Analysts emphasize that in a high-valuation market environment, stocks backed by solid revenue growth and strong institutional support are better positioned for future gains. These companies, particularly those linked to AI infrastructure, remain the primary focus for investors seeking stability and growth.