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Trump's Tariff Policy Triggers Market Dips, Big Investors Seize the Opportunity

Trump's Tariff Policy Triggers Market Dips, Big Investors Seize the Opportunity

With U.S. President Trump's announcement of tariff measures, Taiwan's stock market hit its lowest point on April 9, prompting some large investors to take advantage of the situation with a classic 'when others are fearful, I am greedy' strategy. However, major shareholders holding over 1000 shares of TSMC have not yet returned. Trump's tariff policy struck unexpectedly, leading to a three-day continuous drop in the Taiwan stock market from April 7 to 9, reaching a low of 17306 points. After two weeks of fluctuations, some stocks have started rallying back to their monthly lines.
The stock price of TSMC rebounded to 890, yet the number of shareholders holding over 1000 shares continues to decline.

According to data from Taiwan's Central Depository, even with the short-term rebound in stock prices, many major shareholders have opted to reduce their holdings. For instance, on April 11, the number of significant shareholders of TSMC who held more than 1000 shares dropped from 1535 to 1528. Meanwhile, Foxconn's major shareholders also saw a loss of 53 individuals. In contrast, MediaTek maintained stability, with the number of major shareholders holding over 1000 shares remaining at 247.

As companies anticipate tariffs, many prefer to wait and see, but the market's drastic reactions have caused numerous stock prices to drop below their annual lines, attracting large investors to buy in. By the third week following April 28, certain stocks had already demonstrated a rebound.