Also known as: 特選臺灣智能車供應鏈聯盟指數 · IX0153 Index (Bloomberg) · IX0153 (TIP code)
Tracked by: 00901 (ETF)
At a glance
- Weighting schemeCapped market cap
- Review frequencySemi-annual
- Constituent count50
- Single cap10
| Field | Value | Source text | Reading (model) |
|---|---|---|---|
| M1 Identity, objective, classification · 11 fields | |||
| Theme selection process | Uses industry classification, an industry value-chain information platform, and screening by the Automotive Research & Testing Center to identify smart-vehicle electronics, green-energy key industries, and electric-vehicle suppliers. | 係運用上市上櫃公司產業分類、產業價值鏈資訊平台選取智能車用電子與綠能關鍵產業，以及委託財團法人車輛研究測試中心(簡稱「車輛中心」)篩選的上市上櫃電動車供應商1。Open p.1 ↗ |
The theme universe is identified using industry classification, a value-chain platform, and Automotive Research & Testing Center screening. |
| Selection filters overview | Liquidity, Profitability, industry group, issued market capitalization | 經流動性、獲利指標篩選後，區分智能車各關鍵產業群組，按發行市值挑選成分股編製指數Open p.1 ↗ |
Constituents are chosen after liquidity and profitability screening, grouped by key smart-vehicle industries, and selected by issued market value. |
| Index name | Taiwan Index Corporation Select Listed and Emerging Market Taiwan Smart Vehicle Supply Chain Alliance Index | 臺灣指數公司特選上市上櫃臺灣智能車供應鏈聯盟指數(簡稱「特選臺灣智能車供應鏈聯盟指數」)Open p.1 ↗ |
The official descriptive English rendering of the index name. |
| Index short name | 特選臺灣智能車供應鏈聯盟指數 | 臺灣指數公司特選上市上櫃臺灣智能車供應鏈聯盟指數(簡稱「特選臺灣智能車供應鏈聯盟指數」)Open p.1 ↗ |
The short name is Select Taiwan Smart Vehicle Supply Chain Alliance Index. |
| Local index name | 臺灣指數公司特選上市上櫃臺灣智能車供應鏈聯盟指數 | 臺灣指數公司特選上市上櫃臺灣智能車供應鏈聯盟指數(簡稱「特選臺灣智能車供應鏈聯盟指數」)Open p.1 ↗ |
The local-language index name is Taiwan Index Company Select TWSE/TPEx Taiwan Smart Vehicle Supply Chain Alliance Index. |
| Administrator | 臺灣指數公司 | 臺灣指數公司特選上市上櫃臺灣智能車供應鏈聯盟指數(簡稱「特選臺灣智能車供應鏈聯盟指數」)Open p.1 ↗ |
Taiwan Index Company is the index provider. |
| Index family | 特選上市上櫃臺灣智能車供應鏈聯盟指數 | 臺灣指數公司特選上市上櫃臺灣智能車供應鏈聯盟指數Open p.1 ↗ |
The index belongs to Taiwan Index Company's select smart-vehicle supply-chain alliance index series as described. |
| Objective | 表彰臺灣市場智能車相關供應鏈股票之投資績效表現 | 經流動性、獲利指標篩選後，區分智能車各關鍵產業群組，按發行市值挑選成分股編製指數，以表彰臺灣市場智能車相關供應鏈股票之投資績效表現。Open p.1 ↗ |
The index is designed to represent the investment performance of Taiwan-market smart-vehicle-related supply-chain stocks. |
| Market classification | Domestic | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票Open p.1 ↗ |
The index covers Taiwan's listed and over-the-counter domestic stock market. |
| Size segment | Custom | 經流動性、獲利指標篩選後，區分智能車各關鍵產業群組，按發行市值挑選成分股編製指數，以表彰臺灣市場智能車相關供應鏈股票之投資績效表現。Open p.1 ↗ |
The index targets smart-vehicle supply-chain companies selected by issued market value across key industry groups rather than a standard size segment. |
| Index family type | Thematic | 運用上市上櫃公司產業分類、產業價值鏈資訊平台選取智能車用電子與綠能關鍵產業，以及委託財團法人車輛研究測試中心(簡稱「車輛中心」)篩選的上市上櫃電動車供應商Open p.1 ↗ |
The index is a thematic smart-vehicle supply-chain index. |
| M2 Universe · 7 fields | |||
| Eligible universe | Listed and TPEx common stocks that are not publicly designated for altered trading methods or suspension, subject to a replacement-share exception. | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票；非屬經公告為變更交易方法或停止買賣股票者；但因減資或轉換為控股公司、新設公司或變更面額等原因換發新股票而停止買賣者仍可列入母體。Open p.1 ↗ |
The sampling universe comprises TWSE-listed and TPEx common stocks not publicly designated for altered trading or suspension, with a replacement-share exception. |
| Sampling scope | The sampling scope excludes first-listed foreign stocks and innovation-board stocks from the index universe. | 採樣範圍：指數母體中非屬第一上市外國股票或創新板股票者。Open p.1 ↗ |
First-listed foreign stocks and innovation-board stocks are excluded from the sampling scope. |
| Suspension exception | Stocks suspended because new shares are issued due to capital reduction, conversion to a holding or newly established company, or par-value change remain eligible for the universe. | 但因減資或轉換為控股公司、新設公司或變更面額等原因換發新股票而停止買賣者仍可列入母體。Open p.1 ↗ |
Suspended replacement shares caused by capital reduction, holding-company or new-company conversion, or par-value changes may remain in the universe. |
| Markets | Taiwan | 指數母體：臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票Open p.1 ↗ |
The index covers the Taiwan listed and TPEx markets. |
| Exchanges | 臺灣證券交易所, 中華民國證券櫃檯買賣中心 | 臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票Open p.1 ↗ |
The universe includes stocks listed on the Taiwan Stock Exchange and the Taipei Exchange. |
| Security types | Common | 臺灣證券交易所上市與中華民國證券櫃檯買賣中心上櫃普通股股票Open p.1 ↗ |
The universe consists of common stocks. |
| Exclusions | stocks publicly announced as having altered trading methods, stocks publicly announced as suspended from trading, first-listed foreign stocks, innovation-board stocks | 非屬經公告為變更交易方法或停止買賣股票者；但因減資或轉換為控股公司、新設公司或變更面額等原因換發新股票而停止買賣者仍可列入母體。Open p.1 ↗ |
The universe excludes stocks under altered trading methods or trading suspension, except certain replacement-share cases, as well as first-listed foreign stocks and innovation-board stocks. |
| M3 Eligibility screens · 4 fields | |||
| Altered trading method rule | Securities publicly announced as subject to altered trading methods are excluded from the index universe. | 非屬經公告為變更交易方法或停止買賣股票者Open p.1 ↗ |
Stocks under publicly announced altered trading methods are excluded. |
| Liquidity screen | Metric: Liquidity ratio | 經流動性、獲利指標篩選後，區分智能車各關鍵產業群組，按發行市值挑選成分股編製指數Open p.1 ↗ |
The methodology states that companies undergo liquidity screening, but the supplied sections do not specify the metric, window, threshold, or existing-constituent buffer. |
| Financial screens | profitability indicator screening | 經流動性、獲利指標篩選後，區分智能車各關鍵產業群組，按發行市值挑選成分股編製指數Open p.1 ↗ |
Candidates are screened using profitability indicators. |
| Suspension rule | Stocks announced as suspended from trading are excluded from the universe, except replacement shares suspended because of capital reduction, conversion to a holding or newly established company, or par-value changes. | 非屬經公告為變更交易方法或停止買賣股票者；但因減資或轉換為控股公司、新設公司或變更面額等原因換發新股票而停止買賣者仍可列入母體。Open p.1 ↗ |
Suspended stocks are excluded unless the suspension results from specified replacement-share events. |
| M4 Selection and constituent count · 7 fields | |||
| Profitability screen | Positive after-tax profit in the most recent quarter or positive aggregate after-tax profit over the most recent four quarters. | 指標篩選：最近1 季稅後純益或最近4 季稅後純益合計為正值。Open p.1 ↗ |
A stock must have positive after-tax profit for the latest quarter or positive cumulative after-tax profit for the latest four quarters. |
| Liquidity screen | Pass if either the average daily trading value over the latest three months is at least NT$10 million, or free-float turnover is at least 3% in at least eight of the latest twelve months. | 流動性檢驗：滿足以下任一條件視為通過流動性篩選：Open p.1 ↗ |
Liquidity is satisfied by either NT$10 million average daily trading value over three months or at least 3% free-float turnover in eight of twelve months. |
| Industry group quota count | Electric vehicle: 8; Each other industry group: 6; Total: 50 | 電動車產業群組挑選8 檔股票，其餘產業群組各挑選6 檔股票，合計50 檔成分股。Open p.2 ↗ |
The electric vehicle industry group contributes 8 stocks and every other industry group contributes 6 stocks, totaling 50. |
| Selection method | Rank by metric | 排序方式：將篩選合格之股票按下列各關鍵產業群組順序，依發行市值由大至小，選取成分股；電動車產業群組挑選8 檔股票，其餘產業群組各挑選6 檔股票，合計50 檔成分股。Open p.2 ↗ |
Eligible stocks are grouped by industry and selected by ranking issued market capitalization from largest to smallest. |
| Ranking metrics | Name: Issued market capitalization; Direction: Descending; Step order: 1 | 排序方式：將篩選合格之股票按下列各關鍵產業群組順序，依發行市值由大至小，選取成分股；電動車產業群組挑選8 檔股票，其餘產業群組各挑選6 檔股票，合計50 檔成分股。Open p.2 ↗ |
After screening, stocks are ranked by issued market capitalization from largest to smallest within industry groups. |
| Target constituent count | 50 securities | 依發行市值由大至小，選取成分股；電動車產業群組挑選8 檔股票，其餘產業群組各挑選6 檔股票，合計50 檔成分股。Open p.2 ↗ |
The index targets 50 constituents: 8 from the electric vehicle group and 6 from each other industry group. |
| Industry neutrality rule | Selection allocates fixed counts by key industry groups: 8 stocks for the electric vehicle group and 6 stocks for each remaining industry group. | 將篩選合格之股票按下列各關鍵產業群組順序，依發行市值由大至小，選取成分股；電動車產業群組挑選8 檔股票，其餘產業群組各挑選6 檔股票，合計50 檔成分股。Open p.2 ↗ |
Constituent selection is organized by key industry groups, with 8 electric vehicle stocks and 6 stocks from each other group. |
| M5 Weighting and capping · 10 fields | |||
| Largest constituent cap (%) | 30% | 成分股權重最大者權重上限不得超過30%Open p.3 ↗ |
The constituent with the largest weight may not exceed 30% of the index. |
| Electric vehicle minimum group weight (%) | 10% | 成分股屬於電動車產業群組之合格股票，權重合計不得低於10%Open p.3 ↗ |
Qualified constituents in the electric vehicle industry group must account for at least 10% of the index weight. |
| Green energy minimum group weight (%) | 5% | 成分股屬於綠能產業群組之合格股票，權重合計不得低於5%。Open p.3 ↗ |
Qualified constituents in the green energy industry group must account for at least 5% of the index weight. |
| Free float factor minimum (%) | 10% | 自由流通量係數若低於10%，則不納入成分股採樣。Open p.5 ↗ |
Securities with a free-float factor below 10% are excluded from constituent sampling. |
| Free float factor update timing | Updated on the effective date of periodic constituent reviews using the latest data produced under Taiwan Index Corporation's free-float factor compilation rules. | 配合成分股定期審核生效日，更新自由流通量係數。Open p.5 ↗ |
The free-float factor is updated on the periodic review effective date using the latest Taiwan Index Corporation factor data. |
| Weighting scheme | Capped market cap | 1. 自由流通市值加權。Open p.3 ↗ |
The index is weighted by free-float market capitalization with individual and aggregate weight caps. |
| Free float factor | Method: Free float | 1. 自由流通市值加權。Open p.3 ↗ |
Weights use free-float market capitalization; stocks with a free-float factor below 10% are not sampled, and the factor is updated using Taiwan Index Corporation data. |
| Weight cap | 10% | 其餘個別成分股權重不得超過 10%Open p.3 ↗ |
Each constituent other than the largest-weight constituent may not exceed 10% of the index. |
| Group cap | Top n: 5; Aggregate (%): 60 | 且前五大成分股權重總和不得超過60%。Open p.3 ↗ |
The aggregate weight of the top five constituents may not exceed 60%. |
| Divisor adjustment rule | Market-capitalization reference indices adjust the divisor while leaving coefficient products unchanged; investable and Smart Beta indices may adjust coefficient products or the divisor according to indexing-investment needs. | 「市值參考型指數」係傳統的市場參考指標，主要反映指數成分股價格波動所造成的發行市值消長，為避免僅因企業活動改變指數市值而導致指數斷層的不連續現象，採調整指數除數但係數乘積不變的方式，以維持指數的連續性From TIP Corporate Actions and Events Methodology ↗ |
To maintain index continuity, market-capitalization reference indices adjust the divisor without changing coefficient products, while market-capitalization investable and Smart Beta indices assess practical indexing needs and adjust coefficient products or the divisor. |
| M6 Review and rebalance schedule · 11 fields | |||
| Fixed constituent count | 50 constituents | 每次定期審核後選取固定的成分股檔數50 檔。Open p.5 ↗ |
Each scheduled review selects a fixed count of 50 constituents. |
| Divisor maintenance basis | Use closing data on the trading day immediately before the scheduled review effective date to calculate the market-capitalization difference between the new and old constituent portfolios. | 指數除數維護方式，採成分股定期審核生效日前一交易日收盤資料，計算新成分股組合與原成分股組合之指數市値差異作為異動指數市值。Open p.5 ↗ |
The divisor is maintained using closing data on the trading day before the scheduled review effective date to measure the market-cap difference between the new and old portfolios. |
| Insufficient history company rule | For holding companies or newly established companies with insufficient constituent-screening data for a scheduled review, data from a representative company or its stock may be combined if the representative company qualifies for the sampling universe. | 控股公司或新設公司定期審核使用之成分股篩選資料期間不足者，如轉換股份之代表公司符合採樣母體資格，得合併採用該代表公司或股票之資料。Open p.5 ↗ |
A holding or newly established company with insufficient screening history may combine data from a qualifying representative company or stock. |
| Review frequency | Semi-annual | 每年2 次進行成分股定期審核，以6、12 月的第7 個交易日為審核基準日，審核資料截至5、11 月最後1 個交易日。Open p.5 ↗ |
Constituents are reviewed twice per year. |
| Review types | Semi annual review, Ad hoc | 每年2 次進行成分股定期審核，以6、12 月的第7 個交易日為審核基準日，審核資料截至5、11 月最後1 個交易日。Open p.5 ↗ |
The index has semi-annual scheduled constituent reviews and unscheduled constituent adjustments. |
| Review months | June, December | 每年2 次進行成分股定期審核，以6、12 月的第7 個交易日為審核基準日，審核資料截至5、11 月最後1 個交易日。Open p.5 ↗ |
Scheduled reviews use review reference dates in June and December. |
| Data cutoff rule | Review reference date: seventh trading day of June and December; Data cutoff: last trading day of May and November | 每年2 次進行成分股定期審核，以6、12 月的第7 個交易日為審核基準日，審核資料截至5、11 月最後1 個交易日。Open p.5 ↗ |
Reviews use the seventh trading day of June and December as the reference date, with review data through the last trading day of May and November. |
| Announcement rule | — | — (not found verbatim in the PDF) |
|
| Effective date rule | Interval after reference date: 5 trading days | 成分股定期審核結果，於審核基準日之後，間隔5 個交易日後生效。Open p.5 ↗ |
Scheduled review results take effect five trading days after the review reference date. |
| Rebalance frequency | — | — (not found verbatim in the PDF) |
|
| Weight reset frequency | — | — (not found verbatim in the PDF) |
|
| M8 Corporate actions, IPOs, ad-hoc changes · 4 fields | |||
| Replacement policy | None | 成分股若因此刪除，則不予遞補。Open p.5 ↗ |
If a constituent is removed through an unscheduled corporate-action adjustment, it is not replaced. |
| Merger spinoff rules | Unscheduled constituent adjustments, coefficient products, issued shares, and index divisor maintenance are handled under the TIP Index Series Corporate Actions General Rules. | 成分股不定期調整、係數乘積、發行股數、指數除數等維護，依本公司「TIP 指數系列企業活動處理通則」辦理Open p.5 ↗ |
Mergers, spin-offs and other corporate-action maintenance are governed by the TIP Index Series Corporate Actions General Rules. |
| Corporate actions guide ref | TIP 指數系列企業活動處理通則 | 依本公司「TIP 指數系列企業活動處理通則」辦理Open p.5 ↗ |
The referenced separate corporate-actions guide is the TIP Index Series Corporate Actions General Rules. |
| Ad-hoc deletion | Delisting, Risk warning, Acquisition, Other | Constituents may be deleted ad hoc on delisting or cessation that removes index-universe eligibility, persistent changed trading methods, and merger-related termination; the document also includes an other-event category. | |
| M9 Calculation and return variants · 14 fields | |||
| Calculation agent | Taiwan Stock Exchange | 由臺灣指數公司負責編製，委請臺灣證券交易所計算及即時資訊傳輸。Open p.1 ↗ |
Taiwan Index Commission compiles the index and commissions Taiwan Stock Exchange to calculate it and transmit real-time information. |
| Trading markets | Taiwan Stock Exchange, Taipei Exchange | 於臺灣證券交易所與中華民國證券櫃檯買賣中心交易時間內，每隔五秒以成分股最新成交價格計算及公布即時指數一次Open p.3 ↗ |
Real-time calculation occurs during the trading hours of Taiwan Stock Exchange and Taipei Exchange. |
| Base date | 2021-07-02 | 註1：基期設定為2021 年7 月2 日，基準指數設定為5000 點。Open p.4 ↗ |
The base date is set as 2 July 2021. |
| Base value | 5,000 points | 註1：基期設定為2021 年7 月2 日，基準指數設定為5000 點。Open p.4 ↗ |
The base index value is set at 5,000 points. |
| Shares outstanding input | Issued shares | 𝑠𝑖,𝑡=成分股i 在t 日的發行股數𝑐𝑝𝑖,𝑡=成分股i 在t 日的係數乘積；使用之係數依本公司「TIP 指數系列企業活動處理通則」市值投資型指數所定Open p.4 ↗ |
The market-capitalization formula uses each constituent's issued shares on the calculation date. |
| Coefficient source | TIP Index Series Corporate Action Guidelines for market-capitalization investable indexes | 使用之係數依本公司「TIP 指數系列企業活動處理通則」市值投資型指數所定Open p.4 ↗ |
Coefficient products used in constituent market capitalization follow the TIP corporate-action treatment for market-capitalization investable indexes. |
| Formula type | Divisor | 𝐼𝑛𝑑𝑒𝑥𝑡= 𝐷𝑖𝑣𝑖𝑠𝑜𝑟𝑡 𝑐𝑝𝑖,𝑡× 𝑠𝑖,𝑡× 𝑝𝑖,𝑡= 成分股i 在t 日的指數成分股市值n = 指數成分股檔數𝑝𝑖,𝑡=成分股i 在t 日的價格Open p.4 ↗ |
The index is calculated using an index divisor applied to index market capitalization. |
| Price source | Latest trade price | 每隔五秒以成分股最新成交價格計算及公布即時指數一次，並於每日收盤後計算一次收盤指數。Open p.3 ↗ |
The real-time index is calculated from constituents' latest transaction prices. |
| Calculation frequency | Frequency: Every 5 seconds; Timing: Exchange trading hours; Index type: Real time price index, Frequency: Once daily; Timing: After close; Index type: Closing price index, Frequency: Once daily; Timing: After close; Index type: Total return index | 於臺灣證券交易所與中華民國證券櫃檯買賣中心交易時間內，每隔五秒以成分股最新成交價格計算及公布即時指數一次，並於每日收盤後計算一次收盤指數。Open p.3 ↗ |
The price index is published every five seconds during trading hours and once after the close; the total return index is calculated and published once after the close. |
| Return variants | PR, GTR | 特選臺灣智能車供應鏈聯盟指數分「價格指數」 (Price Index)、「報酬指數」 (Total Return Index)，由臺灣指數公司負責編製Open p.1 ↗ |
The index family includes a price index and a total return index, but no net total return variant is stated. |
| Dividend treatment | Cash dividends reflected in total return index | 臺灣指數公司另編製特選臺灣智能車供應鏈聯盟報酬指數，就特選臺灣智能車供應鏈聯盟指數考量現金股利因素後加以調整，用以反映包含現金股利之報酬Open p.3 ↗ |
The total return index is adjusted to include cash dividends, while the price index does not add that adjustment. |
| Divisor adjustment | Post close constituent changes or market capitalization changes per corporate action rules | 收盤後成分股依本公司「TIP 指數系列企業活動處理通則」市值投資型指數調整指數除數以維持指數連續性，調整方式如下：指數除數= 前1 日指數除數Open p.4 ↗ |
After the close, the divisor is adjusted for constituent or market-capitalization changes under the market-capitalization investable index corporate-action rules to maintain index continuity. |
| Market disruption rule | If the TWSE centralised market cannot open normally or is closed, index calculation and publication stop. | 若證交所有價證券集中交易市場（以下稱：集中市場）因故無法正常開市或休市，指數將停止計算發布。From TIP General Principles for TIP Securities Indices ↗ |
Index calculation and publication are stopped when the Taiwan Stock Exchange centralised market is unable to open normally or is closed. |
| Recalculation policy | Missed intraday real-time indices are not recalculated after a real-time calculation or publication system failure., Affected daily closing indices after a major-emergency suspension are recalculated within five trading days after operations resume. | 若指數發生3.3.2 之情事，將不會回溯計算發布遺漏的盤中即時指數。From TIP General Principles for TIP Securities Indices ↗ |
Missed intraday real-time values are not back-calculated, whereas closing values affected by a major-emergency suspension are retrospectively calculated and corrected. |
| M10 Governance, change policy, disclosure · 10 fields | |||
| Index administrator | Taiwan Index Commission | 由臺灣指數公司負責編製，委請臺灣證券交易所計算及即時資訊傳輸。Open p.1 ↗ |
Taiwan Index Commission is responsible for compiling the index. |
| Periodic review | Taiwan Index Commission conducts periodic constituent reviews under the index compilation rules. | 臺灣指數公司依指數編製規則進行成分股定期審核。Open p.1 ↗ |
Taiwan Index Commission performs periodic reviews of constituents according to the index compilation rules. |
| Record retention | closing market capitalization records for all constituents are retained | 臺灣指數公司將保存所有成分股的收盤市值紀錄。Open p.1 ↗ |
Taiwan Index Commission keeps closing market-capitalization records for all constituent stocks. |
| General rules reference | Taiwan Index Commission General Rules for Securities Indexes | 指數編製、維護及管理等原則，參閱「臺灣指數公司有價證券指數通則」。Open p.1 ↗ |
Principles for index compilation, maintenance, and management refer to Taiwan Index Commission's general rules for securities indexes. |
| Oversight body | Index Compilation Committee | 本公司設立指數編製委員會，提供對指數編製、維護等的重大規則的相關諮詢和建議，並對其他涉及指數運作和業務發展的事項提供建議。From TIP General Principles for TIP Securities Indices ↗ |
The company establishes an Index Compilation Committee to provide consultation and recommendations on major index compilation and maintenance rules. |
| Discretion points | handling urgent situations not covered or not clearly governed by the rules, deciding whether to terminate an index, final decision on changes to individual index compilation rules, adjusting weight-cap parameters when weights total less than 100%, shortening the announcement period for methodology changes in specified circumstances | 又必須及時處理時，其處理方式的任何決定，本公司將基於指數能符合公正、公平、公開的原則下進行決策。From TIP General Principles for TIP Securities Indices ↗ |
The company may decide treatment of unforeseen urgent matters, determine whether to terminate indices, make final decisions on methodology changes, and adjust weight-cap parameters or notice periods in specified situations. |
| Methodology review frequency | The general rules are reviewed from time to time; the committee normally meets twice per year. | 本指數通則由本公司不定期審視，以期能持續實現指數之編製目標From TIP General Principles for TIP Securities Indices ↗ |
The general rules are reviewed irregularly, while the Index Compilation Committee is normally convened twice per year. |
| External review | The Index Compilation Committee is consulted on content formulation and major changes to the general rules. | 內容制定或任何重大變更將向指數編製委員會徵詢意見，作為擬訂或增修之參考。From TIP General Principles for TIP Securities Indices ↗ |
Opinions are sought from the Index Compilation Committee when formulating the rules or making any material changes. |
| Change announcement | Taiwan Index Company website, technical notices, press releases, notifications to authorised clients | 授權發行金融商品之指數，編製規則修改將於新編製規則生效前於本公司網站公告技術通知。From TIP General Principles for TIP Securities Indices ↗ |
Results, rules, changes and emergency responses are disclosed on the company website, through technical notices or press releases, and by notifications to authorised clients. |
| Cessation policy | insufficient number of constituents, incomplete or unreliable data required for periodic review, changes in market environment, regulations or potential constituents making the objective difficult to achieve, a customised index's original purpose no longer exists or there is no practical application demand | 指數終止編製發布之啟動事由，包含但不限於下列情事；本公司經審慎評估後，決定指數是否終止編製發布。指數成分數量不足From TIP General Principles for TIP Securities Indices ↗ |
An index may be terminated after careful assessment when constituents are insufficient, review data are incomplete or unreliable, market or regulatory changes prevent achievement of its objective, or a customised index has no purpose or demand. |
Open points · 35Model-written, for reference
- 1Index code, ISIN, and third-party vendor tickers were not stated.
- 2Calculation agent, launch date, base date, base value, currency, methodology version, and methodology date were not stated.
- 3Benchmark regulatory status and intended use were not stated.
- 4Specific liquidity metric, measurement window, threshold, and buffer were not stated.
- 5Detailed profitability or financial-screen criteria were not stated.
- 6Minimum trading history, market-capitalization threshold, free-float requirement, foreign-room requirement, voting-rights requirement, minimum price, and extreme-price screen were not stated.
- 7Detailed industry-group membership rules and the criteria applied by the Automotive Research & Testing Center were not stated.
- 8No tie-breaking rule was stated for stocks with equal issued market capitalization.
- 9No reserve list or pre-ranked replacement candidate rule was stated.
- 10No foreign ownership limit or foreign-room treatment was stated.
- 11No timing for applying weight caps (such as at review, daily, or quarterly) was stated.
- 12No shares-outstanding source or share-count update rule was stated.
- 13No divisor adjustment rule for maintaining index continuity was stated.
- 14The provided sections state individual, top-five, electric-vehicle, and green-energy weight constraints but do not state a broader sector cap or country cap.
- 15No announcement timing or publication channel for scheduled review results was stated.
- 16No separate weight-rebalancing or weight-reset frequency was stated.
- 17No rank buffer, size-segment buffer, liquidity buffer for existing constituents, or maximum turnover per review was stated.
- 18No fast-entry rule for large new listings was stated.
- 19No specific ad-hoc deletion triggers, deletion price, or numerical share/float-change threshold were stated; the text refers generally to the corporate-actions guide.
- 20Calculation returns.precision: no number of published index decimal places was stated.
- 21Withholding tax basis: no withholding-tax rate or net-return tax basis was stated.
- 22Market disruption rule: no rule for market closure, suspension, or disrupted trading was stated.
- 23Recalculation policy: no policy for correcting or restating published index levels was stated.
- 24Oversight body: no specific oversight committee or governing body was identified.
- 25Discretion points: no discretionary governance situations were stated.
- 26Methodology review frequency: no frequency for reviewing the methodology document was stated.
- 27External review: no external review arrangement was stated.
- 28Material change definition: no definition of material methodology change was stated.
- 29Consultation procedure: no consultation procedure was stated.
- 30Notice period: no advance notice period for methodology or constituent changes was stated.
- 31Error correction policy: no governance-level error correction or restatement policy was stated.
- 32Change announcement: no disclosure channels beyond exchange calculation and real-time transmission were explicitly stated.
- 33Constituents published: whether a constituent list is published and its publication frequency were not stated.
- 34Cessation policy: no index discontinuation policy was stated.
- 35Not coveredM7 Buffers and turnover control: not covered by this edition
Read by a language model (doubao-seed-2.1-pro) on 2026-10-04 · prompt 1.3 · schema 1 · 75 of 75 quotes found word for word in the PDF · includes general rules: General Principles for TIP Securities Indices v1.1.2, TIP Corporate Actions and Events Methodology v2.3.7
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