讀後心得

The Taiwan Stock Exchange fell by 2,357.28 points in March, a decline of 10.23%, closing at 20,695.9 points. During this period, domestic institutional investors purchased a net total of NT$99.176 billion, with Evergreen Marine (2618) becoming the top buyer, acquiring 195,000 shares. Evergreen Marine announced an estimated revenue of NT$206.562 billion for 2024, with a net profit after tax of NT$29.007 billion, and plans to distribute a cash dividend of NT$2.4. Additionally, under the influence of merger rumors, United Microelectronics (2303) also saw substantial purchases from institutional investors, acquiring 191,000 shares, and ranked second in net buying. Other stocks on the institutional investors' top buying list, such as CTBC Financial, Cathay Financial, and Yuanta Financial, performed well.

The Taiwan stock market dropped 2,357.28 points in mid-March, a decline of 10.23%, closing at 20,695.9 points. According to data from the stock exchange, the net buying amount by investment trusts in March was NT$99.176 billion. From the perspective of the net buying situation of investment trusts, Evergreen Aviation (2618) recently announced a forecast that revenue in 2024 will reach NT$206.562 billion, a year-on-year increase of 10%; after-tax net profit is expected to be NT$29.007 billion, with earnings per share of NT$5.37. In addition, consolidated revenue is expected to reach NT$221.0 billion, and consolidated profit is projected at NT$30.4 billion, with earnings per share also at NT$5.37, all of which set historical highs. The board of directors decided in mid-March to prepare to distribute a cash dividend of NT$2.4, with a dividend payout ratio of up to 44.69%. In March, investment trusts actively purchased 195,000 shares with a funding of NT$8.5 billion, becoming the champion of net buying for the month.

According to the top ten stocks with the highest net buying by investment trusts in March, Evergreen Aviation (2618) ranked first with a net buying of 195,252 shares. Following closely is United Microelectronics Corp (2303), with a net buying of 191,274 shares. Although there were rumors that the American semiconductor giant GlobalFoundries might merge with United Microelectronics, the latter has clearly stated that no merger case is underway. As the news spread, investors expressed concerns, prompting investment trusts to significantly purchase 191,000 shares in March, with an investment amount reaching NT$8.4 billion, making them the runner-up in net buying.

• First place: Evergreen Aviation (2618), net buying 195,252 shares
• Second place: United Microelectronics Corp (2303), net buying 191,274 shares
• Third place: Cathay Financial Holding Co (2891), net buying 189,347 shares
• Fourth place: KGI Financial Holding (2883), net buying 71,444 shares
• Fifth place: Yuanta Financial Holding (2885), net buying 69,330 shares
• Sixth place: E.Sun Financial Holding (2884), net buying 50,009 shares
• Seventh place: Nanya Technology (2408), net buying 46,070 shares
• Eighth place: Mega Financial Holding (2886), net buying 43,767 shares
• Ninth place: Hua Nan Financial Holding (2880), net buying 43,329 shares
• Tenth place: Evergreen (2603), net buying 38,648 shares

This information is for reference only. Investors should make independent judgments, carefully assess, and assume investment risks.