Needham analyst Charles Shi maintained Taiwan Semiconductor Manufacturing Company TSM with a Buy and raised the price target from $210 to $225.The re-rating followed Taiwan Semiconductor’s upbeat quarterly print Thursday.Shi said that Taiwan Semiconductor’s third-quarter print showed a much more robust performance of 3nm primarily due to Apple Inc AAPL.Also Read: What’s Going On With Nvidia Stock On Friday?In contrast, the analyst says 5nm revenue is leveling off after six consecutive quarters of strong seq ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

I am an experienced financial analyst and a former writer for Fade The Market on Seeking Alpha, with a passion for numbers and a knack for unraveling complex financial data. Armed with a strong financial modeling and data analysis background, I thrive on providing accurate insights and recommendations to drive informed financial decisions. I possess a keen eye for detail and possess a solid understanding of market trends and economic indicators. My expertise lies in evaluating investment opportunities, asse ...

Taiwan Semiconductor Manufacturing (NYSE: TSM ) reported better-than-expected earnings for its third fiscal quarter on Thursday, lifting not only TSMC but the entire chip sector up. The strong earnings report, which showed quite significant earnings and free cash flow explosion at the chipAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, NVDA, AMD, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. ...

Taiwan Semiconductor Manufacturing Company (TSM) reported a 54% hike in net profit on Thursday, as global chipmakers continue to benefit from demand boosted by AI applications. The company's net income was 352.3 billion Taiwanese dollars ($10.1 billion) over the July-September quarter, surpassing an LSEG estimate of $300.2 billion Taiwanese dollars cited by Reuters, as quoted on CNBC. The stock gained 9.8% on Oct. 17, 2024. Find the latest EPS estimates and surprises on Zacks Earnings Calendar. The firm's t ...

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

| --- | |-------| | | | | | | [Table_Market] 海 外 公 司 （ 美 国 ） 证 券 研 究 报 告 国泰君安版权所有发送给上海东方财富金融数据服务有限公司.东财接收研报邮箱.ybjieshou@eastmoney.com p1 需求强劲、工艺领先，算力引擎持续增长 台积电(TSM.N) [Table_Industry] 海外信息科技 [Table_Invest] 评级： 增持 ——台积电 FY24Q3 业绩点评 股票研究 /[Table_Date] 2024.10.18 [table_Authors] 秦和平(分析师) 0755-23976666 qinheping027734@gtjas.com [当前价格 Table_CurPrice] (美元)： 205.84 登记编号 S0880523110003 本报告导读： 本季毛利率大幅超预期，后续仍有上行空间；AI 需求得到确认，CoWos 积极扩产； 晶圆代工竞争格局向有利于台积电的方向演绎。 投资要点： [Table_Summary] 盈利预测与投资建议：我们上调台积电 FY2024E-FY2026E 营业收 ...

来源：公司年报、国金证券研究所 业绩简评 2024 年 10 月 17 日公司披露 24Q3 业绩，24Q3 实现营收 235.0 亿 美元,同比+36.0%，环比+12.9%，超过之前指引 224~232 亿美元上 限%；毛利率为 57.8%，同比+3.5pct，环比+4.6pct，超过之前指 引 53.5~55.5%；实现净利润 100.58 亿美元，同比+51.0%，环比 +31.4%。 公司指引 24Q4 营收为 261~269 亿美元，中枢同比增长 35.1%，环 比增长 12.7%，预计 24Q4 毛利率为 57.0%~59.0%。另外公司上调 全年营收同比增长指引，从略超 25%提升至接近 30%。公司预计全 年资本开支略超 300 亿美元。 经营分析 公司毛利率持续改善，并且 Q3 毛利率以及所指引 Q4 毛利率超预 期，主要是稼动率提升以及成本优化导致。未来来看，我们认为 目前先进制程代工格局进一步优化，在公司推进"sell the value" 战略下，公司毛利率在明年有望进一步增长。 分制程看，公司 24Q 3、5、7nm 营收占晶圆制造营收分别为 20%、 32%、17%，7nm 以及 ...

More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Tired of losing money? Our Tech Contrarians team of Wall Street analysts sifts through the noise in the tech industry and captures outperformers through a coveted research process. We let the work speak for itself here .Taiwan Semiconductor Manufacturing Company Limited aka TSMC (NYSE: TSM ) is among our top three picks in our semi-coverage universe, and Thursday morning's Q3 earnings results and outlook confirm our positive thesis is well-placed for nextAnalyst’s Disclosure: I/we have no stock, option or s ...