Taishin Shinkong Financial's earnings have surged following its merger — good news for shareholders and dividend-focused investors, with some in the market even saying the share price still has plenty of room to catch up.

• Taishin Shinkong Financial posted after-tax net profit of NT$52.78 billion in the first seven months, up 281% year-on-year, with EPS jumping to NT$2.04 — an all-time high.
• The main drivers were Shin Kong Life (which earned NT$28.27 billion in the first seven months) and Taishin Bank, while asset quality also remained sound.
• With the share price still in the low NT$30s, netizens have exclaimed that it is "underappreciated," calling for it to reach NT$40 by year-end, or even NT$60.

• After the July crash in Taiwan stocks, the market rebounded strongly in August, with foreign investors buying for five straight sessions — net purchases of more than NT$200 billion in a single week — driving a major reshuffle in the performance of actively managed ETFs.
• Quanta, the leading AI server contract manufacturer, was called "too cheap" with a P/E ratio of under 11, while Asustek soared nearly 20% over two days on positive news from its earnings call, breaking above NT$1,000.

Outlook: As long as the rebound in Taiwan stocks continues and foreign investors keep buying back in, the catch-up momentum for Taishin Shinkong Financial and AI supply-chain stocks looks set to run a while longer.