讀後心得

In March, the Taiwan Stock Exchange fell by 2,357.28 points, a decrease of 10.23%, closing at 20,695.9 points. The investment trust bought a net of 99.176 billion NTD that month, with Evergreen Marine (2618) becoming the top net buyer with 195,000 lots, and announcing a 10% year-over-year revenue increase for 2024, setting multiple historical highs. United Microelectronics Corporation (2303) attracted investor attention due to merger rumors, with a net purchase of 191,000 lots, ranking second. Other top ten net bought stocks include Chinatrust Financial, KGI Securities, and Yuanta Financial, among others. Investors should carefully assess the risks.

The Taiwan stock market fell by 2,357.28 points in March, a decrease of 10.23%, closing at 20,695.9 points. According to the stock exchange's trading dynamics, the investment trust's net buying in March reached NT$99.176 billion. Regarding the investment trust's net buying situation, Evergreen Aviation (2618) recently announced a revenue of NT$206.562 billion for 2024, a year-on-year increase of 10%, with a net profit after tax of NT$29.007 billion and earnings per share of NT$5.37. During the same period, consolidated revenue reached NT$221 billion, with consolidated profits of NT$30.4 billion, and earnings per share also at NT$5.37, setting three new historical records. The board of directors decided in mid-March to propose a cash dividend of NT$2.4, with a dividend payout ratio of 44.69%. The investment trust spent NT$8.5 billion in March, acquiring more than 195,252 shares, becoming the top net buyer.

According to the top ten investment trust net buys in March, Evergreen Aviation (2618) ranked first with 195,252 shares; UMC (2303) ranked second with 191,274 shares; China Trust Financial (2891) ranked third with 189,347 shares; Cathay Financial (2883) ranked fourth with 71,444 shares; and Yuanta Financial (2885) ranked fifth with 69,330 shares. Other rankings include E.SUN Financial (2884) with 50,009 shares, Nanya Technology (2408) with 46,070 shares, Mega Financial (2886) with 43,767 shares, Huanan Financial (2880) with 43,329 shares, and Evergreen (2603) with 38,648 shares.

Recently, there have been reports regarding the American semiconductor giant GlobalFoundries planning to merge with UMC. Although UMC has stated that there are currently no merger discussions underway and declined to comment on the matter, the news has generated varied reactions from investors. The investment trust purchased 191,000 shares in March, spending NT$8.4 billion, ranking second in net buying.

This information is for reference only. Investors should make independent judgments, evaluate carefully, and bear the investment risks.