Taiwan's passive-component leader Yageo dropped sharply in early trading, a painful swing for small investors who chased the recent rally.

• Yageo fell about 6% at the open, back near NT$500, as Taiwan's market sold off broadly.
• Foreign investors have sold for seven straight days and local funds for six, driving the drop.
• The stock has been wild: above NT$1,200 in early July, down to around NT$450 late in the month, back up to NT$668 in August.
• Small investors are the ones hurting, with many regretting they didn't sell into last week's limit-up jump.
• The business itself looks fine — July sales hit a record, up 51% from a year earlier, with strong demand for high-end capacitors and factory use rising above 90% this quarter.

Outlook: Solid earnings should support the stock, but messy ownership after heavy institutional selling means more choppy, sideways trading in the near term.