Also known as: 臺灣全市場半導體精選30指數 · IX0154 Index (Bloomberg) · IX0154 (TIP code)
Tracked by: 00904 (ETF)
At a glance
- Weighting schemeFree float market cap
- Review frequencyQuarterly
- Single cap30
| Field | Value | Source text | Reading (model) |
|---|---|---|---|
| M1 Identity, objective, classification · 25 fields | |||
| Weighting method | Free float adjusted market capitalization | 採自由流通市值加權方法計算指數Open p.1 ↗ |
The index is calculated using a free-float-adjusted market-capitalization weighting method. |
| Index name | Taiwan Index Committee Taiwan All Market Semiconductor Elite 30 Index | 編製「臺灣指數公司臺灣全市場半導體精選30 指數」(簡稱「臺灣全市場半導體精選30 指數」)Open p.1 ↗ |
The document compiles the Taiwan Index Committee Taiwan All Market Semiconductor Elite 30 Index. |
| Index short name | 臺灣全市場半導體精選30 指數 | (簡稱「臺灣全市場半導體精選30 指數」)Open p.1 ↗ |
The short name is Taiwan All Market Semiconductor Elite 30 Index. |
| Local index name | 臺灣指數公司臺灣全市場半導體精選30 指數 | 臺灣指數公司臺灣全市場半導體精選30 指數Open p.1 ↗ |
The local-language index name is 臺灣指數公司臺灣全市場半導體精選30 指數. |
| Index code | — | — (not found verbatim in the PDF) |
The document text provided does not state an index code. |
| ISIN | — | — (not found verbatim in the PDF) |
The document text provided does not state an ISIN. |
| Vendor codes | — | — (not found verbatim in the PDF) |
The document text provided does not state Bloomberg, Refinitiv, Wind, or other data-vendor tickers. |
| Administrator | 臺灣指數公司 | 臺灣指數公司為衡量國內半導體業代表性股票表現，並滿足指數化投資應用需求，編製「臺灣指數公司臺灣全市場半導體精選30 指數」Open p.1 ↗ |
Taiwan Index Committee is the index provider that compiles the index. |
| Calculation agent | — | — (not found verbatim in the PDF) |
The document text provided does not identify a calculation agent separate from the index provider. |
| Index family | 臺灣全市場半導體指數系列 | 以「臺灣指數公司臺灣全市場半導體指數」為母指數，篩選發行市值前30 大股票Open p.1 ↗ |
The index belongs to the provider's Taiwan all-market semiconductor index family, with the Taiwan All Market Semiconductor Index as its parent. |
| Parent index | 臺灣指數公司臺灣全市場半導體指數 | 以「臺灣指數公司臺灣全市場半導體指數」為母指數Open p.1 ↗ |
The index uses the Taiwan Index Committee Taiwan All Market Semiconductor Index as its parent index. |
| Launch date | — | — (not found verbatim in the PDF) |
The document text provided does not state a launch date. |
| Base date | — | — (not found verbatim in the PDF) |
The document text provided does not state a base date. |
| Base value | — | — (not found verbatim in the PDF) |
The document text provided does not state a base value. |
| Currency | — | — (not found verbatim in the PDF) |
The document text provided does not state a calculation currency. |
| Methodology version | — | — (not found verbatim in the PDF) |
The document text provided does not state a methodology version. |
| Methodology date | — | — (not found verbatim in the PDF) |
The document text provided does not state a methodology date. |
| Benchmark type | Not stated | 作為臺灣半導體業代表性股票之投資標竿指數。Open p.1 ↗ |
The document text provided does not classify the index as a regulated, significant, or non-significant benchmark. |
| Objective | 臺灣指數公司為衡量國內半導體業代表性股票表現，並滿足指數化投資應用需求 | 臺灣指數公司為衡量國內半導體業代表性股票表現，並滿足指數化投資應用需求Open p.1 ↗ |
The index is designed to measure the performance of representative domestic semiconductor stocks and support indexation investment applications. |
| Intended use | Investment benchmark, Indexation investment applications | 並滿足指數化投資應用需求Open p.1 ↗ |
The index is intended to serve as an investment benchmark for representative Taiwan semiconductor stocks and to meet indexation investment needs. |
| Market classification | Domestic | 臺灣指數公司為衡量國內半導體業代表性股票表現Open p.1 ↗ |
The index covers the domestic Taiwan securities market. |
| Size segment | Custom | 篩選發行市值前30 大股票Open p.1 ↗ |
The index selects the 30 largest issuing-market-capitalization semiconductor stocks rather than following a standard large-, mid-, or small-cap segment. |
| Index family type | Sector | 半導體為臺灣經濟發展的重要產業Open p.1 ↗ |
The index is a semiconductor-sector index. |
| Factor exposures | — | — (not found verbatim in the PDF) |
The document describes a semiconductor sector index and does not identify any factor exposure. |
| Limitations | — | — (not found verbatim in the PDF) |
The document text provided does not state limitations of the index. |
| M2 Universe · 8 fields | |||
| Suspended stock replacement exception | Stocks suspended because new shares are exchanged due to capital reduction, conversion into a holding company or newly established company, or par-value change may remain in 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 ↗ |
A stock suspended solely because new shares are exchanged due to capital reduction, holding-company or new-company conversion, or par-value change may still be included 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 universe covers the Taiwan listed and TPEx over-the-counter 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 ↗ |
Securities must be listed on the Taiwan Stock Exchange or traded on the Taipei Exchange over-the-counter market. |
| Boards | Listed, TPEx listed | 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；非屬管理股票、興櫃股票Open p.1 ↗ |
The universe covers TWSE listed stocks and TPEx upper-cabinet listed stocks, while excluding emerging and managed stocks. |
| Security types | Common | 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. |
| Nationality rule | — | — (not found verbatim in the PDF) |
The document text provided does not state a company nationality assignment rule. |
| Parent universe index | 臺灣指數公司臺灣全市場半導體指數 | 採樣範圍：指數母體中屬「臺灣指數公司臺灣全市場半導體指數」成分股。Open p.1 ↗ |
The sampling range is constituents of the Taiwan Index Committee Taiwan All Market Semiconductor Index. |
| Exclusions | Managed stocks, Emerging stocks, Stocks designated for altered trading methods, Suspended stocks | 非屬管理股票、興櫃股票及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 ↗ |
Managed stocks, emerging stocks, stocks publicly designated for altered trading methods, and suspended stocks are excluded, subject to a share-exchange exception. |
| M3 Eligibility screens · 13 fields | |||
| Selection ranking metric | Issuing market capitalization | 依發行市值由大至小排序，選取30 檔成分股。Open p.1 ↗ |
Eligible parent-index constituents are ranked by issuing market capitalization rather than a stated liquidity or float threshold. |
| Target constituent count | 30 securities | 選取30 檔成分股。Open p.1 ↗ |
The index selects 30 constituent stocks. |
| Trading history | — | — (not found verbatim in the PDF) |
The document text provided does not state a minimum trading-history requirement. |
| Liquidity screen | — | — (not found verbatim in the PDF) |
The document text provided does not state a liquidity-ratio, turnover, trading-value, or trading-frequency screen. |
| Minimum size | Metric: Rank; Threshold: 30 | 二、成分股篩選：依發行市值由大至小排序，選取30 檔成分股。Open p.1 ↗ |
Constituents are ranked by issuing market capitalization from largest to smallest, and the top 30 stocks are selected. |
| Minimum free float | — | — (not found verbatim in the PDF) |
The document text provided states free-float market-cap weighting but does not state a minimum free-float percentage for eligibility. |
| Foreign room | — | — (not found verbatim in the PDF) |
The document text provided does not state a minimum foreign-room requirement. |
| Minimum voting rights | — | — (not found verbatim in the PDF) |
The document text provided does not state a minimum voting-rights requirement. |
| Minimum price | — | — (not found verbatim in the PDF) |
The document text provided does not state a minimum share price. |
| Financial screens | — | — (not found verbatim in the PDF) |
The document text provided does not state profitability or financial-health screens. |
| Business or ESG exclusions | — | — (not found verbatim in the PDF) |
The document text provided does not state business, controversy, or ESG exclusions beyond the semiconductor parent-index sampling range. |
| Suspension rule | Rule: Suspended stocks are excluded from the universe unless the suspension results from exchanging new shares because of capital reduction, conversion into a holding company or newly established company, or change of par value; Exceptions: Capital reduction share exchange, Conversion into holding company share exchange, Conversion into new company share exchange, Par value change share exchange | 非屬管理股票、興櫃股票及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 ↗ |
Stocks whose trading is suspended are excluded from the universe, except when suspension is due to exchanging new shares for capital reduction, holding-company or new-company conversion, or par-value change. |
| Extreme price screen | — | — (not found verbatim in the PDF) |
The document text provided does not state an abnormal-price-increase screen. |
| M5 Weighting and capping · 8 fields | |||
| Free float factor update timing | Updated to take effect on the regular constituent review effective date. | 配合成分股定期審核生效日，更新自由流通量係數。Open p.4 ↗ |
The free-float factor is updated in conjunction with the effective date of regular constituent reviews. |
| Free float factor data source | Latest data produced under Taiwan Index Corporation's Rules for Calculating Free-Float Factors. | 自由流通量係數依據臺灣指數公司「自由流通量係數編製規則」產製之最近期數據更新。Open p.4 ↗ |
Free-float factors are updated using the latest data produced under Taiwan Index Corporation's free-float factor compilation rules. |
| Weighting scheme | Free float market cap | 自由流通市值加權。Open p.1 ↗ |
The index uses free-float market capitalisation weighting. |
| Free float factor | Method: Free float | 依股票自由流通市值作為計算標準Open p.1 ↗ |
Weights are based on free-float market capitalisation, but the section does not provide factor bands. |
| Weight cap | 30% | 個別成分股權重不得超過30%，且前五大成分股權重總和不得超過60%；其中，若成分股於發行量加權股價指數之權重超過 30%，則以占發行量加權股價指數之權重設為其權重上限。Open p.1 ↗ |
Each constituent's weight may not exceed 30%, subject to a special cap based on its weight in the Taiwan Weighted Index. |
| Group cap | Top n: 5; Aggregate (%): 60 | 個別成分股權重不得超過30%，且前五大成分股權重總和不得超過60%Open p.1 ↗ |
The aggregate weight of the top five constituents may not exceed 60%. |
| Cap application timing | At review | 配合成分股定期審核生效日，更新自由流通量係數。Open p.4 ↗ |
The weighting rules are applied in conjunction with regular constituent review effective dates. |
| 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 | 30 constituents | 每次定期審核後選取固定的成分股檔數30 檔。Open p.3 ↗ |
Each scheduled review selects a fixed count of 30 constituents. |
| Divisor maintenance data basis | The divisor is maintained using closing data on the trading day immediately before the scheduled review effective date. | 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.3 ↗ |
For divisor maintenance, closing data from the trading day before the review effective date are used to calculate the market-capitalisation difference. |
| Insufficient history company rule | For a holding company or newly established company with insufficient screening history, data from a representative company or stock may be combined if the conversion-share representative company qualifies for the eligible 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.4 ↗ |
When a holding or newly established company lacks sufficient review data, data from an eligible representative company or its stock may be combined. |
| Review frequency | Quarterly | 每年4 次進行成分股審核，以3 月、6 月、9 月及12 月的第7 個交易日為審核基準日，審核資料截至前一個月最後一個交易日。Open p.3 ↗ |
Constituent reviews are conducted four times per year. |
| Review types | Scheduled review, Ad hoc | 每年4 次進行成分股審核，以3 月、6 月、9 月及12 月的第7 個交易日為審核基準日，審核資料截至前一個月最後一個交易日。Open p.3 ↗ |
The index has scheduled constituent reviews and unscheduled constituent adjustments. |
| Review months | March, June, September, December | 每年4 次進行成分股審核，以3 月、6 月、9 月及12 月的第7 個交易日為審核基準日，審核資料截至前一個月最後一個交易日。Open p.3 ↗ |
Scheduled reviews use reference dates in March, June, September, and December. |
| Data cutoff rule | Review data are as of the last trading day of the preceding month; the review reference date is the seventh trading day of March, June, September, and December. | 每年4 次進行成分股審核，以3 月、6 月、9 月及12 月的第7 個交易日為審核基準日，審核資料截至前一個月最後一個交易日。Open p.3 ↗ |
The review reference date is the seventh trading day of the review month, and review data run through the last trading day of the preceding month. |
| Announcement rule | — | — (not found verbatim in the PDF) |
|
| Effective date rule | Changes become effective five trading days after the review reference date. | 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.3 ↗ |
Scheduled constituent 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 · 5 fields | |||
| Adhoc maintenance scope | Unscheduled constituent adjustments, coefficient products, issued shares, and the index divisor are maintained under the TIP corporate-action 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.4 ↗ |
The corporate-action guide governs unscheduled constituent adjustments, coefficient products, issued shares, and index-divisor maintenance. |
| Replacement policy | None | 成分股若因此刪除，則不予遞補。Open p.4 ↗ |
If a constituent is removed owing to unspecified corporate-action maintenance, it is not replaced. |
| Corporate actions guide ref | TIP 指數系列企業活動處理通則 | 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；成分股若因此刪除，則不予遞補。Open p.4 ↗ |
Unscheduled constituent adjustments, coefficient products, shares outstanding, and index divisor maintenance follow the TIP Index Series Corporate Action Guidelines. |
| 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. | |
| Merger spinoff rules | Merger acquisition: Treatment depends on whether the acquirer is a constituent and whether consideration is cash, newly issued shares, or mixed cash and shares; acquired constituents are deleted at termination, retained market value is used during suspension, and acquirer shares or coefficients are adjusted as specified; Spin off: Spin-offs are treated according to whether the spun-off new or existing company belongs to the index universe and sampling universe; if it qualifies, it may be added, otherwise the split constituent is deleted or retained with reduced shares and divisor adjustment | 合併公司全數以現金收購合併成分股公司或非成分股公司From TIP Corporate Actions and Events Methodology ↗ |
Mergers and acquisitions are handled according to the acquirer's constituent status and the form of consideration, with acquired constituents deleted, retained values carried through suspension, and shares, coefficients and divisors adjusted by the applicable branch. A constituent spin-off may result in deletion, retention with a reduced share count, or inclusion of the spun-off company depending on index-universe and sampling-universe eligibility. |
| M9 Calculation and return variants · 13 fields | |||
| Base date | 2021-07-23 | 註1：基期設定為2021 年7 月23 日，基準指數設定為5000 點。Open p.3 ↗ |
The base date is set as 23 July 2021. |
| Base index level | 5,000 points | 註1：基期設定為2021 年7 月23 日，基準指數設定為5000 點。Open p.3 ↗ |
The base index level is set at 5,000 points. |
| Real time start date | 2021-09-13 | 臺灣全市場半導體精選30 指數自2021 年9 月13 日起，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Open p.2 ↗ |
Real-time index calculation began on 13 September 2021. |
| Calculation agent | 臺灣證券交易所 | 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 Stock Exchange is entrusted with calculation and real-time information transmission. |
| Corporate actions reference | TIP 指數系列企業活動處理通則 | 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.2 ↗ |
Coefficients and divisor adjustments follow the TIP Index Series Corporate Action Guidelines for market-capitalisation investable indices. |
| Formula type | Divisor | 指數市值× 基準指數指數=指數除數Open p.2 ↗ |
The price index and total return index are calculated using a divisor-based market-capitalisation formula. |
| 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.2 ↗ |
The real-time index is calculated from the latest transaction prices of constituent stocks. |
| Calculation frequency | Real time interval seconds: 5; Closing calculation: Yes; Total return frequency: Daily after close | 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.2 ↗ |
The price index is published every five seconds during market hours and once after the close, while the total return index is calculated once after the daily close. |
| Return variants | PR, GTR | 臺灣全市場半導體精選30 指數分「價格指數」 (Price Index)、「報酬指數」 (Total Return Index)Open p.1 ↗ |
The index family includes a price index and a total return index that incorporates cash dividends. |
| Dividend treatment | Cash dividends are incorporated into the total return index to reflect returns including cash dividends. | 就臺灣全市場半導體精選30 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.2 ↗ |
The total return index adjusts the price index by taking cash dividends into account. |
| Divisor adjustment | post_close constituent changes, market-capitalisation changes | 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Open p.2 ↗ |
After the close, the divisor is adjusted for constituent and market-capitalisation changes so that index continuity is maintained. |
| 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 · 8 fields | |||
| General index principles reference | 臺灣指數公司有價證券指數通則 | 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 ↗ |
Index compilation, maintenance and management principles refer to the Taiwan Index Company Securities Index General Rules. |
| Records retained | closing market capitalisation records for all constituent stocks | 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 Company retains closing market-capitalisation records for all constituent stocks. |
| Oversight body | 臺灣指數公司 | 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 Company compiles the index and conducts periodic constituent reviews. |
| 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 · 37Model-written, for reference
- 1Index code or vendor ticker is not stated.
- 2ISIN is not stated.
- 3Launch date, base date, base value, and calculation currency are not stated.
- 4Methodology version and methodology date are not stated.
- 5Calculation agent is not identified separately from the index provider.
- 6Minimum trading history is not stated.
- 7Liquidity screen, including trading value, turnover ratio, trading frequency, review window, and existing-constituent buffer, is not stated.
- 8Minimum free-float percentage is not stated, although free-float market capitalization is used for weighting.
- 9Foreign ownership limit or foreign room treatment is not stated.
- 10Minimum voting rights and minimum share price are not stated.
- 11Financial, business, controversy, and ESG exclusion screens are not stated.
- 12Abnormal or extreme price increase screen is not stated.
- 13Company nationality assignment rule is not stated.
- 14Explicit stated limitations of the index are not provided in the text.
- 15The document does not specify free-float factor bands or the exact formula used to derive factor values.
- 16The document does not state a domestic inclusion factor.
- 17The document does not specify how foreign ownership limits or foreign room affect weights.
- 18The document does not state sector or country weight caps.
- 19The document does not identify the source or update timing for shares outstanding.
- 20The document does not describe the divisor adjustment mechanism.
- 21The exact timing or frequency for enforcing the 30% single-stock and 60% top-five caps is not fully specified; the source only links free-float factor updates to regular review effective dates.
- 22The special rule allowing a constituent's cap to equal its weight in the Taiwan Weighted Index when that weight exceeds 30% does not state how the resulting cap interacts with the top-five aggregate cap.
- 23No announcement timing or publication channel for scheduled review results was stated.
- 24No weight-rebalancing or capped/factor-weight reset frequency separate from the constituent review was stated.
- 25No rank buffer, size-segment buffer, existing-constituent liquidity buffer, or maximum turnover per review was stated.
- 26No fast-entry rule for large new listings was stated.
- 27No explicit ad-hoc deletion triggers were stated.
- 28No detailed merger, acquisition, or spin-off treatment was stated beyond reference to the separate TIP corporate-action guidelines.
- 29No deletion price rule was stated.
- 30No threshold for implementing share or free-float changes between reviews was stated.
- 31No statement found for the number of decimal places in the published index level.
- 32No statement found for the withholding-tax basis or a net total return variant.
- 33No statement found for market disruption, market-closure or no-trade price handling.
- 34No statement found for recalculation or correction of published index levels.
- 35No explicit oversight committee, discretionary powers, methodology review frequency, external review, consultation procedure, material-change definition, notice period, error-correction policy, disclosure channels, constituent publication frequency, or index cessation policy was found.
- 36Not coveredM4 Selection and constituent count: not covered by this edition
- 37Not 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 · 66 of 66 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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