---
title: "Taiwan rose 4.9% and Korea fell 0.8% on Monday as foreigners sold both"
summary: "Exchange data for Monday 9 November: the TAIEX’s second-largest point gain, a lower KOSPI, foreigners selling in both markets, and what Taiwan’s tables show about who bought."
url: https://www.thetechbag.com/blog/asia-splits-taiwan-up-korea-down-foreigners-sell
format: Note
desk: "Markets & the AI economy"
region: Global
published: 2026-11-09
facts_checked: 2026-11-09
author: TechBag (The TechBag Journal)
tags: ["TAIEX","KOSPI","Nikkei 225","Taiwan Stock Exchange","Korea Exchange","foreign investors","National Financial Stabilization Fund","TSMC","Samsung Electronics","SK hynix","investment trusts","share prices"]
cover: https://www.thetechbag.com/blog/covers/asia-splits-taiwan-up-korea-down-foreigners-sell.png
---

# Taiwan rose 4.9% and Korea fell 0.8% on Monday as foreigners sold both

*Exchange data for Monday 9 November: the TAIEX’s second-largest point gain, a lower KOSPI, foreigners selling in both markets, and what Taiwan’s tables show about who bought.*

Note · Markets & the AI economy · By TechBag · Published 2026-11-09 · Facts checked 2026-11-09 · Canonical: https://www.thetechbag.com/blog/asia-splits-taiwan-up-korea-down-foreigners-sell

Taiwan’s TAIEX closed 4.94% higher at 41,661.70 on Monday 9 November, up 1,960.06 points, while South Korea’s KOSPI fell 0.81% to 5,018.85.[1][7] Japan’s Nikkei 225 rose 2.33% to 58,775.50.[6] Foreign investors sold in both Taipei and Seoul: in Taipei a net NT$90.06bn, on a day the index jumped.[3] All three markets were coming off a [steep fall the week before](https://www.thetechbag.com/blog/taiex-down-12-percent-week-kospi-halt).

**Figure: Taiwan and Japan won back part of last week's fall on Monday; Korea did not**

*Daily close, indexed to 30 October 2026 = 100, to 9 November 2026*

|  | TAIEX | KOSPI | Nikkei 225 |
| --- | --- | --- | --- |
| 30 Oct | 100 | 100 | 100 |
| 2 Nov | 99.35 | 102.24 | 99.67 |
| 3 Nov | 95.79 | 98.57 | 99.67 |
| 4 Nov | 94.99 | 99.18 | 98.26 |
| 5 Nov | 91.96 | 93.95 | 96.5 |
| 6 Nov | 87.81 | 88.29 | 90.75 |
| 9 Nov | 92.15 | 87.58 | 92.87 |

Source: Taiwan Stock Exchange (FMTQIK); Nikkei Inc. daily data; Naver Finance (KRX-derived KOSPI closes) · as of 9 November 2026 · Tokyo was shut on 3 November, so the Nikkei is held flat that day; the rebasing is TechBag arithmetic

## In Taipei, who bought while foreigners sold

Monday’s point gain was the second-largest single-day rise, CNA reported, behind the 3,186.45 points of 31 July.[9] In the exchange’s tables for 2026, only 31 July, at 7.98%, was larger by percent as well.[2] TSMC rose 4.68% to NT$2,235 and supplied about 800 of the points, according to CNA.[5][9]

Dealers credited the government’s pledge. The National Financial Stabilization Fund’s committee had authorised intervention on Friday; “With the government’s pledge to intervene in the market, investor sentiment improved, prompting many investors to buy on dips today,” Kevin Su of Hua Nan Securities told CNA, adding that US tech shares’ Friday rebound helped.[9]

The exchange’s investor table shows the institutions as a group did not supply the buying. Foreigners sold a net NT$90.06bn, dealers NT$31.22bn, and domestic investment trusts bought NT$31.31bn; together the three groups sold NT$89.96bn.[3] The table has no line for individuals, companies or the fund, and CNA’s report does not say whether or how much the fund bought.[9]

TechBag countEight sessions, and what the rally recovered

Every share sold has a buyer, so investors outside those three groups bought about NT$89.96bn on Monday. Foreigners have now sold on eight straight sessions, 29 October to 9 November, a net NT$795.7bn; they last bought on 28 October.[3][4] Monday regained about 36% of the 5,510.19 points lost in the week to 6 November, and the index is still 7.9% below its 30 October close.[1][2] The sums are ours, on TWSE’s tables.

## In Seoul, chipmakers rose and the index fell

The KOSPI touched 5,172.94 before closing below where it started.[7] Samsung Electronics rose 0.64% to ₩189,900 and SK hynix 0.35% to ₩1,136,000. The losses were elsewhere: LG Energy Solution fell 5.78%, Hanwha Aerospace 3.18% and Hyundai Motor 2.86%, and decliners outnumbered gainers 527 to 340.[10]

Foreigners and individuals were net sellers and institutions net buyers in every account we read, but the amounts differ: institutions bought ₩717bn to ₩754bn, foreigners sold ₩526bn to ₩658bn, and individuals sold ₩511bn to ₩689bn.[8][10][11] “Investors were searching for direction while bargain hunting continued in semiconductors,” said Lee Kyoung-min of Daishin Securities.[10] Kim Dae-jun of Korea Investment & Securities said “a sideways trend is more likely than a V-shaped rebound in the near term”.[11]

TechBag countHow far the KOSPI has come down

The close is 16.5% below 6,012.44 on 28 October and about 45% below 9,114.55 on 22 June, the highest close in Naver’s series from May 2025.[7] Both are our arithmetic.

## Tokyo, and what to watch

The Nikkei ranged from 57,775.16 to 59,440.18 and closed 7.1% below its 30 October level of 63,290.11; we found no report attributing the day’s rise, so we give no cause.[6] Su pointed investors to US consumer-price data due on Tuesday, US time.[9] Two numbers to watch in Taipei: the foreign line in TWSE’s table, which has not turned positive since 28 October, and any figure the fund gives for what it has bought. India had the opposite week before this one: its [foreign investors were buying](https://www.thetechbag.com/blog/nifty-best-week-fpis-buy-as-chip-index-falls).

How we did this

Figures as of 9 November 2026, 7pm IST

Taiwan’s index, TSMC and investor flows are the Taiwan Stock Exchange’s own tables. Foreign figures exclude foreign dealers, as TWSE reports them. Nikkei closes are Nikkei Inc.’s, read through a text proxy because the site blocks direct requests. KOSPI closes, the 5,172.94 high and one set of Monday’s flows are KRX-derived figures from Naver Finance; KRX’s own portal refused our request. The two press reports and Naver give different flows, so the ranges cover all three. Rebasing, the 36%, the 7.9%, the eight-session sum and the residual are our arithmetic. Causes are the analysts’, as quoted. US markets had not opened on 9 November.

Spotted an error? Write to us; corrections are published at the foot of the piece.

Sources

1. [Taiwan Stock Exchange, FMTQIK: daily market summary, November 2026](https://www.twse.com.tw/exchangeReport/FMTQIK?response=json&date=20261109) — 9 November 2026
2. [Taiwan Stock Exchange, FMTQIK: monthly tables January to October 2026 (October shown, for the 30 October close)](https://www.twse.com.tw/exchangeReport/FMTQIK?response=json&date=20261001) — 2 January to 30 October 2026
3. [Taiwan Stock Exchange, BFI82U: institutional investors' trading, 9 November](https://www.twse.com.tw/fund/BFI82U?response=json&dayDate=20261109&type=day) — 9 November 2026
4. [Taiwan Stock Exchange, BFI82U: daily tables for 28 October to 6 November (28 October shown)](https://www.twse.com.tw/fund/BFI82U?response=json&dayDate=20261028&type=day) — 28 October to 6 November 2026
5. [Taiwan Stock Exchange, daily trading of 2330 (TSMC), November 2026](https://www.twse.com.tw/rwd/en/afterTrading/STOCK_DAY?date=20261109&stockNo=2330&response=json) — 9 November 2026
6. [Nikkei Inc., Nikkei 225 historical data and daily CSV](https://indexes.nikkei.co.jp/en/nkave/archives/data) — 30 October to 9 November 2026
7. [Naver Finance, KOSPI daily index series (KRX-derived), May 2025 to 9 November 2026](https://m.stock.naver.com/api/index/KOSPI/price?pageSize=60&page=1) — 9 November 2026
8. [Naver Finance, KOSPI investor trend (KRX-derived)](https://m.stock.naver.com/api/index/KOSPI/integration) — 9 November 2026
9. [Focus Taiwan (CNA), Taiex posts 2nd-largest daily point gain on intervention pledge](https://focustaiwan.tw/business/202611090017) — 9 November 2026, 4:54pm Taipei
10. [Korea JoongAng Daily, Kospi closes lower as investors search for direction following AI sector uncertainties](https://www.koreajoongangdaily.com/business/kospi-closes-lower-as-investors-search-for-direction-following-ai-sector-uncertainties/12963472) — 9 November 2026, 5:11pm Seoul
11. [The Korea Times, KOSPI barely holds 5000, fails to regain momentum (Park Han-sol)](https://www.koreatimes.co.kr/economy/20261109/kospi-barely-holds-5000-fails-to-regain-momentum) — 9 November 2026, 4:24pm Seoul

**Disclosure.** TechBag is a software reseller: it earns a margin when a reader buys through it, including from vendors named here. The analysis is TechBag’s own; no vendor paid for or saw this piece before publication. Facts are labelled reported, TechBag count or our view.

**Read this next:** [Nifty’s best week in five years: up 8.6% as FPIs bought and chip stocks fell 12%](https://www.thetechbag.com/blog/nifty-best-week-fpis-buy-as-chip-index-falls) — India's opposite week: the Nifty 50 rose 8.58% from 2 to 6 November as foreign investors bought and the chip index fell.

Go deeper on TechBag

- [Taiwan's TAIEX fell 12.2% in a week; Korea halted KOSPI trading](https://www.thetechbag.com/blog/taiex-down-12-percent-week-kospi-halt) — the week this Monday followed, with how Korea's circuit breaker works
- [Data centres lost 40 of 41 ballots](https://www.thetechbag.com/blog/data-centres-lose-40-of-41-ballots-kospi) — the US local votes that the 5 November KOSPI fall followed
- [Big Tech's quarterly capex line](https://www.thetechbag.com/blog/big-tech-ai-capex-quarterly-line) — the spending these chip-heavy indexes rise and fall on