The PCB sector briefly became a counter-cyclical indicator group in early trading, as the ABF trio of Ascent (3037), Kingboard (3189), and Nan Ya (8046) saw synchronized gains. However, as the broader market's losses expanded, the PCB group also turned negative, with only Kingboard maintaining a significant 3% gain by the time of publication. Analyst Chen Shih-Hui from Yungta Securities pointed out that the recent ETF reshuffling has led to many stocks being added or removed, and he suggested following ETF buying activity for trading. While the explosive potential may not be high, this tactic offers stronger defensive properties.

Chen added that many stocks in the PCB group reported good profits last year; their solid fundamental defense makes them eligible for addition to recent ETF constituent stocks, attracting stable buying activity. Nonetheless, he indicated that while one can follow ETF buying, the potential for explosive price movement is limited and it's more a defensive approach.

For example, Cathay Taiwan 5G+ (00881) added Kinpo Electronics (2368) and removed Wistron (2313); Fubon High Dividend 30 (00900) added Wistron and Aeris-KY (4958), whereas CTBC Growth High Dividend (00934) removed Nan Ya. Fubon Taiwan Small Cap (00733) also excluded stocks like Wistron, Kinpo Electronics, Nanya, and Kingboard.