EWT iShares MSCI Taiwan ETF Loading... : Bullish and Bearish Analyst Opinions
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04:01
Jun 03
Jun 03
Goldman Sachs raised its outlook for South Korean and Taiwanese stocks, citing the artificial intelligence boom as a driver of profits in those tech-heavy markets.
06:36
Jun 01
Jun 01
AI fuels macro boom in Korea and Taiwan.
Korea and Taiwan are experiencing a generational macro shift driven by AI, with Taiwan GDP revised up to ~10% growth and Korean exports at multi-decade highs. The AI trade is widening beyond semiconductors to server makers, robotics, and physical AI names, supporting a broad equity rally in both countries.
MED
02:01
Jun 01
Jun 01
Taiwan shares climb over two percent in trading session, reflecting broad market gains across the region.
20:36
May 27
May 27
The author finds the quoted thesis on Taiwan's market interesting and plans to examine it further, but expresses no personal directional conviction or trade.
LOW
21:43
May 26
May 26
Biggest beneficiaries from capex boom
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
HIGH
08:24
May 18
May 18
Taiwan benefits from AI supply chain.
Taiwan is a key beneficiary of the AI trade due to its dominant role in the AI supply chain (semiconductors, chipmaking), and this will drive investment and earnings growth despite higher oil prices and yields.
MED
15:28
May 15
May 15
Overweight Taiwan for AI.
Overweight Taiwan as a key beneficiary of AI capex spending; semiconductor names like TSMC dominate and trade on attractive multiples.
MED
14:05
May 15
May 15
Taiwanese shares have surged 42% year-to-date with a minor 1.4% drop last night, reported as a factual market observation without any forward-looking opinion.
HIGH
16:38
May 13
May 13
Hyperliquid News reports that the MSCI Taiwan ETF ticker was purchased for 500 HYPE by tradexyz, but no forward-looking opinion or directional call is provided.
HIGH
22:21
May 11
May 11
Long Korea and Taiwan equities.
AI-driven growth is concentrated in emerging markets, specifically South Korea and Taiwan, due to their exposure to the memory (DRAM) supply chain. The KOSPI in South Korea has been driven higher by DRAM names, making these countries attractive for investors seeking fundamental AI stories outside the US.
MED
22:08
May 11
May 11
Korea and Taiwan are AI-driven EM buys
Emerging markets, specifically Korea and Taiwan, are favored because they have strong exposure to the AI memory story, which is driving earnings revisions. The narrowing focus outside the US on quality AI plays makes these countries attractive investments.
MED
05:25
May 11
May 11
AI trade drives Korea and Taiwan upside.
The AI trade is transforming South Korea and Taiwan, with U.S. retail investors gaining direct access to Korean stocks, driving momentum that is hard to derail. Foreign investors are still underweight these markets despite strong performance, leaving room for further inflows. The Korean won and Taiwan dollar remain cheap, and the overall backdrop of contained oil prices and low interest rates supports continued upside.
HIGH
05:05
May 06
May 06
Overweight Korea on earnings growth
We are overweight on Korea and Taiwan due to exceptional earnings growth driven by the AI boom, with Korea expecting 163% earnings growth and Taiwan also benefiting strongly, and we see further upside in these markets.
HIGH
08:37
May 04
May 04
Joe Weisenthal notes Taiwan's market has risen nearly 15% since the eve of the war, but the tweet is a factual past-tense observation without a forward-looking directional view.
HIGH
08:03
Apr 30
Apr 30
Korea and Taiwan benefit from AI.
South Korea and Taiwan are net energy importers hurt by high oil, but their strong AI semiconductor pricing power has improved terms of trade and led to GDP growth upgrades, making them attractive investment destinations despite the energy shock.
HIGH
05:29
Apr 24
Apr 24
Buy Asian semi dip after oil selloff
Asian semiconductor stocks sold off excessively due to perceived oil sensitivity, creating the best buying opportunity in the last month; they have been buying the dip.
HIGH
08:51
Apr 23
Apr 23
Favor Korea and Taiwan chips
South Korea and Taiwan equities are the best performers in Asia and globally because their high exposure to the semiconductor super cycle provides a buffer against the negative energy shock from the Hormuz standoff, while countries without chip buffers suffer from demand destruction and fiscal pressures.
HIGH
08:36
Apr 23
Apr 23
Korea/Taiwan stocks benefit from semi boom.
South Korea and Taiwan stock markets are benefiting from the semiconductor demand story, with strong exports and companies sold out, leading to positive performance.
LOW
05:14
Apr 22
Apr 22
Tech supply chain in Taiwan, Korea attractive.
Tech supply chain companies in Taiwan and Korea are attractive due to strong AI-driven corporate fundamentals. The market will look through near-term geopolitical uncertainties because the demand for tech, particularly from AI, remains robust and supports pricing dynamics and earnings.
HIGH
07:23
Apr 21
Apr 21
Bullish on Kospi and Taiex from AI.
AI optimism is pushing Asian markets like Kospi to record highs, and investors should not miss out on the rally, with Taiex also showing gains.
MED
04:58
Apr 21
Apr 21
Long Taiwan stocks over South Korea.
Taiwan is preferred over South Korea for AI investments due to its more structured and resilient market, better diversification, and higher risk-adjusted returns, with more money likely to flow into Taiwanese stocks, indicating a relative trade opportunity.
MED
20:15
Apr 20
Apr 20
Oil-dependent Asian economies are vulnerable.
India, Japan, South Korea, and Taiwan are highly dependent on oil imports and manufacturing, making them worse off than China in a protracted war with sustained high oil prices. Their economies are more vulnerable to an extended energy shock.
MED
16:19
Apr 16
Apr 16
EM is an AI story, bullish on EM.
Emerging markets are being viewed as an AI story, with 46% of EM focused on tech and communication services. EM earnings expectations have been revised even more upwardly than the U.S., driven by memory and compute demand in Korea and Taiwan.
MED
07:08
Apr 16
Apr 16
Taiwan and Korea well-positioned for A.I.
Taiwan and South Korea, as key markets for semiconductors and A.I. hardware, should continue to perform well due to their roles in the A.I. revolution.
MED
04:06
Apr 16
Apr 16
Upgraded EM to overweight.
Upgraded emerging markets to overweight, driven by countries like South Korea and Taiwan, due to earnings upgrades and AI demand.
HIGH
03:29
Apr 15
Apr 15
Long tech-heavy Asian markets on AI demand.
Tech-heavy Asian equity markets, specifically Taiwan, South Korea, and Japan, are leading the market recovery, having erased losses from the Iran war, and are supported by the AI theme, strong chip demand, and risk-on sentiment. These markets are in the ascendancy and offer opportunities.
MED
03:13
Apr 14
Apr 14
Bullish on global equities, especially Korea and Taiwan.
He is staying with the 'go global' trade, noting that markets like South Korea and Taiwan have had V-shaped recoveries and that global equities are back in fashion, expecting continued outperformance.
MED
06:18
Apr 13
Apr 13
Taiwan and South Korea semiconductor stocks attractive.
Taiwanese semiconductor companies and South Korean memory chip makers are a good avenue to tap both quality and income and growth, as they are the backbone for global AI, enabling the AI revolution with strong demand from hyperscalers, and they strike a good balance between compounding earnings and returning income to shareholders.
HIGH
10:03
Mar 19
Mar 19
The author posits that the US is strategically de-prioritizing Taiwan, which significantly increases the risk of a Chinese military move and is thus bearish for Taiwanese assets.
MED
02:45
Mar 12
Mar 12
A projection from a Taiwanese industry leader for significant growth in assets under management suggests a long-term tailwind for the country's financial markets.
MED
About EWT Analyst Coverage
Buzzberg tracks EWT (iShares MSCI Taiwan ETF) across 15 sources. 25 bullish vs 2 bearish calls from 39 analysts. Sentiment: predominantly bullish (48%). 48 total trade ideas tracked.