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BackHigh-dividend ETFs have surged in the past three months, with 0056 and 00919 attracting gold. Net inflows exceeded 10 billion yuan in October.
High-dividend ETFs have surged in the past three months, with 0056 and 00919 attracting gold. Net inflows exceeded 10 billion yuan in October.
NEWS
自由时报1 hour agoBusiness2 min readChinaView original

High-dividend ETFs have surged in the past three months, with 0056 and 00919 attracting gold. Net inflows exceeded 10 billion yuan in October.

high dividend etf005600919

Quick Look

  • Taiwan stocks fluctuated before the 50,000 mark.
  • High-dividend ETFs benefited from dividend protection and AI momentum.
  • They have performed brilliantly in the past three months.

AI-generated summary

Why It Matters

Taiwan stocks fluctuated back and forth before the 50,000 mark, with high-dividend ETFs benefiting from dividend protection and AI momentum to attract capital inflows.

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[Reporter Zhang Huiwen/Taipei Report] Taiwan stocks fluctuated back and forth before the 50,000 mark, and high-dividend ETFs benefited from interest collection and AI momentum. They have performed brilliantly in the past three months. In particular, the top five all posted double-digit gains. Yuanta High-Dividend (0056) topped the list with nearly 16%.

The craze for high-dividend ETFs has revived in the past three months. The observed return rate is 15.7%, with 0056 ranking first. Qunyi Taiwan Select High-Dividend (00919) and Cathay Pacific High-Dividend Continuous High-Dividend (00878) also have 11.4% and 10.1% respectively. On the other hand, the return rate of active ETFs is not as good as that of high-dividend ETFs.

Please read on...

According to legal analysis, the increase in the scale of active ETFs has actually reduced operational flexibility. The daily disclosure of shareholdings has also caused operating pressure on managers. Adjusting exits may trigger the loosening of market chips. With the Taiwan stock market closing at 50,000 yuan, stock selection has become more difficult. Investors in active ETFs have been seen taking profits. According to statistics, since October, 00981A and 00403A have been sold for a total of 18.7 billion yuan, ranking lowest in the market.

According to statistics, during the same period, the net inflows of 0056 and 00919 reached 6.82 billion yuan and 5.52 billion yuan respectively, ranking first and second in the high-dividend market. At the same time, 0056's largest holding at this stage, South Asia (1303), has caught up with the AI ​​transformation trend and has become a key supplier of electronic materials. After being included in June, the stock price has doubled, and the stock price has increased by 22% in the past week, highlighting that 0056's stock price continues to break new highs.

0056 also recently announced a dividend of 1.72 yuan for this quarter, setting a new record for annual and single-quarter dividends, further boosting market buying and transaction enthusiasm. As the demand for AI increases, the profits and revenue growth of Taiwanese stock companies will help 0056's future interest filling and dividend performance.

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What to Watch

AI outlook — possibilities, not facts

  • 0056 will continue to benefit from the rising stock price of South Asia and has the opportunity to reach new highs in the short term.

    Likely · Within weeks

  • Active ETFs will continue to see outflows until their operational flexibility issues improve

    Possible · Within months

Open Questions

  • Can the rally in high-dividend ETFs continue through the end of the year?
  • Are the outflows from active ETFs a short-term adjustment or a long-term trend?
  • Can Nanya’s AI transformation continue to drive stock prices higher?

Related Topics

high dividend etf
PeopleZhang Huiwen
OrganizationsYuanta high dividendQunyi Taiwan Select High Interest RateCathay Pacific High Interest Rate PerpetuallySouth Asia
PlacesTaipeiTaiwan
Topics005600919Taiwan stocksSouth AsiaAI transformationdividend
This article was originally published by 自由时报.

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