Taiwan Stock Market Pre-Market News: Low Volume Recovery of Quarterly Line, Pushing Toward 45,000; July Export Orders Hit Record High Near $1 Trillion

On August 20, the Taiwan stock market rose 214.39 points (0.48%) to close at 44,933.74, with trading volume shrinking to NT$792.962 billion. Foreign investors turned buyers, net purchasing NT$3.782 billion, particularly targeting the "Big Three" container shipping stocks and the "Twin DRAM Giants." Investment trusts sold NT$1.211 billion (second consecutive day of net selling), while proprietary traders sold NT$6.108 billion (third consecutive day of net selling). The combined net selling by the three major institutional investors totaled NT$3.537 billion.

The New Taiwan Dollar fluctuated on the 20th but did not break below the 32-level threshold, closing at 31.925, up 1.2 cents. Trading volume at Taipei Foreign Exchange Brokers slightly contracted to US$1.752 billion. The New Taiwan Dollar opened at 31.89, up 4.7 cents, hitting a high of 31.84 during the session. After midday, it turned negative, dipping to a low of 31.997. The intraday range was 1.57 cents.

Largan Precision (3008-TW), a key Apple optical component supplier actively investing in AI-driven optical communication components, released its latest earnings results on the 20th. For July 2026, Largan reported revenue of NT$4.877 billion and self-calculated post-tax net profit of NT$1.826 billion, representing a 6.97% year-on-year increase. Earnings per share (EPS) for the month were NT$13.94. Including its first-half financial report, Largan’s cumulative EPS from January to July reached NT$96.29.

Benefiting from persistently strong demand for artificial intelligence (AI), high-performance computing, and cloud services, Taiwan’s Ministry of Economic Affairs announced on the 20th the July 2026 export order statistics. The single-month order value reached a record-high US$97.94 billion, up 2.8% from the previous month and a substantial 61.9% year-on-year increase. This marks not only a historical monthly high but also an impressive 18 consecutive months of positive growth. Cumulative export orders from January to July totaled US$602.03 billion, up 52.5% year-on-year.

On the 20th, the Taiwan Stock Exchange announced that to enhance investor convenience and market efficiency, the new intraday odd-lot trading system will officially launch on December 7 of this year. The submission time for odd-lot orders will be moved earlier to 8:30 a.m., and the opening time will be advanced from the current 9:10 a.m. to 9:00 a.m., aligning with regular-share trading. From market open, odd-lot investors can participate in trading immediately.

To encourage domestic travel and overnight stays, expand inbound tourism, stimulate the tourism market, and boost the economy, the Tourism Administration under the Ministry of Transportation and Communications will launch the "Tourism Dual-Drive Initiative" starting in September, allocating a total budget of NT$3.33 billion. The initiative includes nine measures under two pillars: "Weekday Domestic Travel Incentives" and "Strengthening International Tourism Momentum." Under the weekday accommodation subsidy, travelers staying two consecutive nights receive discounts of NT$2,000 in general areas and NT$2,500 in offshore islands. If lucky enough to draw a "Birthday Coupon," the maximum discount reaches NT$3,700.