台湾金融类股：高股息率ETF：对00713 TT和00929 TT即将进行的重新平衡的最新分析

Asia Pacific Equity Research11 June 2025JPMORGANAsia FinancialsJemmy S Huang AC(886-2) 2725-9870jemmy.s.huang@jpmorgan.comJ.P. Morgan Securities (Taiwan) Limited/ J.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) LimitedAmanda Chang AC(886-2) 2725-9861amanda.chang@jpmorgan.comJ.P. Morgan Securities (Taiwan) LimitedKatherine Lei(852) 2800-8552katherine.lei@jpmorgan.comJ.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) LimitedAs 00713 TT and 00929 TT are about to conduct rebalancing in June, we have updated our previous analysis (link) by using the actual review dates (i.e. 5/29 and 6/10, respectively) to estimate potential constituent changes and flow impacts during the rebalancing period. Our updated results indicate fewer differences at 00929 TT vs. our previous forecasts but more changes at 00713 TT after applying 1Q25 data and its revised index methodology. Also, we now expect more financial names to be retained in 00713 TT si