Buy, Sell or Hold: Taiwan Semiconductor MFG. (TSM-N)

NYSE:TSM

114.23

2.06 (1.77%) 1d

Showing 1 to 15 of 69 entries

TOP PICK

Beat top and bottom lines last week. Free cashflow likely to remain under pressure, as they're spending so much on capex. Should bear fruit by 2024. Value will be unlocked over 3-4 years. Buy in thirds at $116, 105, and 95. 12-month target of $145. Yield is 1.69%. (Analysts’ price target is $150.26)

electrical / electronic

BUY on WEAKNESS

They produce chips for other companies, like a foundry. He prefers this in the chip space vs. the pure plays, like Intel or Nvidia. )The current chip shortage was only partly caused by the pandemic.) The trouble with this sector is that you don't know who's on the cutting edge. It used to be Nvidia, but who will be the winner going forward? TSM is less risky because it makes chips for several companies, again like a foundry. They all have pricing power now, given the shortage. TSM's valuation is high, though cash flows are strong and they are reinvesting a lot. The chipmakers have momentum.

electrical / electronic

WEAK BUY

Started to consolidate after a tremendous run. A dynamite company, but technically has been in a range for 4 months. Key support is around $107. Buy it today with that stop, as a great long-term hold. Semis are today's copper, and this a great way to play. Geopolitical risk, as may see a challenge to its independence from China over the next few months.

electrical / electronic

TOP PICK

It is the leading foundry in the world. He would rather buy this and sell INTL-Q. They are spending a lot in CAP-X over the next little while. They have technological leadership. They provide good exposure to automotive semiconductors. (Analysts’ price target is $144.82)

electrical / electronic

BUY

Largest outsource manufacturer in the world. TSMC has much better growth than Intel.

electrical / electronic

BUY

They report Thursday. They could tell if microchip prices have peaked. He is concerned in the background about China-Taiwan political relations and whether China would get its hands on this company which produces a lot of computer chips for America. He thinks TSM has more room to grow.

electrical / electronic

TOP PICK

Not a day goes by where we don't hear about chip shortages. The business used to be more competitive. They are incredibly well positioned. Margins should pick up. (Analysts’ price target is $143.96)

electrical / electronic

WAIT

A fabrication company for other companies. A leader. Way ahead in technology. Has become a political issue. US is pushing for a lot of fabrication to be done in the US, so TSM is opening up US plants. Capex will be large over the next 6-8 months, so you'll get a chance to buy lower in the next month or so. Has compounded at 15-20% for a long time.

electrical / electronic

SELL ON STRENGTH

Global best of breed. Great company but thinks the valuation is too high at these levels. Supply chain disruptions and natural disasters have elevated prices for semi conductors. If you own it, sell it or trim it. Because of the supply disruptions, there could be significant correction in the semi space.

electrical / electronic

TOP PICK

World's largest foundry. Can maintain market dominance. Continues to invest in technology. More scope to grow, especially as it can capture growth in the AI market, once the smartphone market starts to dwindle. Yield is 1.50%. (Analysts’ price target is $141.32)

electrical / electronic

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PAST TOP PICK

(A Top Pick Jul 28/20, Up 51%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSM is progressing well. We are now recommending to trail up the stop (from $86) to $105. If triggered, this would all but insure a total investment return over 37%, including the previous recommendation to cover 50% of the position,

electrical / electronic

BUY

Interesting industry, with political aspects. Chips are vital. US is ahead of China in its ability to manufacture chips. TSM is one of the great foundry companies. Huge capex in the next few years. You can also look at NVDA (gaming, cloud) and QCOM (5G).

electrical / electronic

BUY

12-month price target of $134.50. Has been adding to it. Undisputed market leader of semiconductor foundries. Competitors just can't reach its huge economies of sale. Doesn't design, just manufacturers. 20% annual revenue growth. Yield of 1.5%.

electrical / electronic

TOP PICK

He's watching semis closely due to the current shortage and the US government investing seriously in this business. The industry is demand-driven. TSM says it can increase prices of its chips--interesting. Margins should improve as he expects robust growth for years to come. 15% revenue growth expected and this is trading at a low market multiple. TSM is investing $120 billion to building more facilities and compete better against AMD and Intel. (Analysts’ price target is $140.99)

electrical / electronic

BUY

With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.

electrical / electronic

Showing 1 to 15 of 69 entries

Taiwan Semiconductor MFG.(TSM-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 14

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 18

Stockchase rating for Taiwan Semiconductor MFG. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Taiwan Semiconductor MFG.(TSM-N) Frequently Asked Questions

What is Taiwan Semiconductor MFG. stock symbol?

Taiwan Semiconductor MFG. is a American stock, trading under the symbol TSM-N on the New York Stock Exchange (TSM). It is usually referred to as NYSE:TSM or TSM-N

Is Taiwan Semiconductor MFG. a buy or a sell?

In the last year, 18 stock analysts published opinions about TSM-N. 14 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Taiwan Semiconductor MFG..

Is Taiwan Semiconductor MFG. a good investment or a top pick?

Taiwan Semiconductor MFG. was recommended as a Top Pick by on . Read the latest stock experts ratings for Taiwan Semiconductor MFG..

Why is Taiwan Semiconductor MFG. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Taiwan Semiconductor MFG. worth watching?

18 stock analysts on Stockchase covered Taiwan Semiconductor MFG. In the last year. It is a trending stock that is worth watching.

What is Taiwan Semiconductor MFG. stock price?

On 2021-10-22, Taiwan Semiconductor MFG. (TSM-N) stock closed at a price of $114.23.

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