Philadelphia Semiconductor Index Plunges: Will Taiwan Stocks Face Another Sell-Off Tomorrow? Expert Names '16 Safe-Haven Stocks' as Foreign Investors Quietly Accumulate Amid Chaos

Amid escalating geopolitical tensions between the U.S. and Iran, along with the upcoming earnings reports from major U.S. tech companies and the Federal Reserve's interest rate decision, selling pressure has surged in U.S. markets. The Philadelphia Semiconductor Index plummeted 4.3% in a single day, dragging TSMC's American Depositary Receipts (ADR) down by 2.93%. This has sparked concerns among Taiwan stock investors that the market may face another major correction when trading resumes tomorrow (27th).

In response, financial expert Chen Chong-ming, known as the 'Invincible Master,' shared an analysis on Facebook. Amid global market volatility and continued foreign fund withdrawals from Taiwan stocks, Chen points out that a select group of stocks with strong fundamentals are逆势 attracting institutional capital.

According to Chen, these stocks favored by foreign investors share two core characteristics:

1. Strong fundamentals: Second-quarter revenue shows both sequential and year-on-year growth, indicating solid core business momentum unaffected by short-term market fluctuations. 2. Technically oversold: Share prices are currently below the 20-day moving average, indicating a low valuation level, with excessive speculation already washed out, offering a high safety margin and attractive valuation.

Market analysts and Chen identify 16 stocks—Kinpo Electronics, Unimicron, ChipMOS, Quanta Computer, MediaTek, Tactile, Macronix, MiTAC, Winbond, Simplo, Delta Electronics (Thailand), Winson, Acer, ADATA, Capital Securities, and Elitegroup Semiconductor—that meet both criteria of 'Q2 revenue growth' and 'share price below moving average.' Amid broad market panic selling, these stocks have demonstrated strong downside resilience, attracting foreign institutional investors to quietly accumulate positions during the turmoil.

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