Taiwan Financials High dividend yield ETFs: Updated analysis for the upcoming rebalancing of 00713 TT & 00929 TT

研报英文原文证据摘录

Taiwan Financials High dividend yield ETFs: Updated analysis for the upcoming rebalancing of 00713 TT & 00929 TT

J P M O R G A N Asia Pacific Equity Research

10 June 2026

Taiwan Financials

High dividend yield ETFs: Updated analysis for the

upcoming rebalancing of 00713 TT & 00929 TT

In this note, we have updated our previous analysis (link) for 00713/00929 TT by Asia Financials

ACusing the official review cut-off dates (i.e. 29 May and 9 June, respectively) to Jemmy S Huang

estimate potential constituent changes and flow impacts for the upcoming (886-2) 2725-9870

rebalancing. Our updated results suggest fewer changes for 00929 TT vs. our jemmy.s.huang@jpmorgan.com

previous forecasts but more changes for 00713 TT. Yuanta and Sinopac, which J.P.MorganMorganSecuritiesSecurities(Asia(Taiwan)Pacific) Limited/Limited/ J.P.J.P.

were previously flagged as potential deletions from 00713 TT, may be retained Morgan Broking (Hong Kong) Limited

during this rebalancing, mainly driven by their stronger 1Q26 profits on the back Amanda Chang AC

of decent securities operations amid more favorable market conditions. (886-2) 2725-9861

amanda.chang@jpmorgan.com

• Potential changes to component stocks (Table 2): (1) We expect 15 J.P. Morgan Securities (Taiwan) Limited

changes to the 00713 TT, consistent with last year and the maximum Katherine Lei

allowed for its component rebalancing, as we do not expect the number of (852) 2800-8552

katherine.lei@jpmorgan.com

stocks reaching the upper weight limit to exceed 50% of the total (if above J.P. Morgan Securities (Asia Pacific) Limited/ J.P.

50%, the number of constituents would increase by five stocks at a time, Morgan Broking (Hong Kong) Limited

with a maximum of 65 constituents). (2) We expect 23 changes to the 00929