These 25 semiconductor stocks could rise as much as 43% with chips in short supply

Marketwatch2021-11-10

Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this ...

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精彩评论

Acmp
2021-11-10
Acmp
Semicon is booming
Acmp
2021-11-10
Acmp
Good im in semiconductor field too
MHh
2021-11-10
MHh
Nice summary of ETFs for those who don’t want to pick specific stocks!
Bull_Lion
2021-11-10
Bull_Lion
Good informative article
RollingPolli
2021-11-10
RollingPolli
Buy buy buys!
Kamarulzaman
2021-11-10
Kamarulzaman
Bearish

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And yet the stocks of this ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-25-semiconductor-stocks-could-rise-as-much-as-43-with-chips-in-short-supply-11636476231?mod=home-page\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMD","symbol_name":"美国超微公司","start_time":0,"source_url":"https://www.marketwatch.com/story/these-25-semiconductor-stocks-could-rise-as-much-as-43-with-chips-in-short-supply-11636476231?mod=home-page","article_id":"1122480121","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1122480121","pubTimestamp":1636515867,"sourceInfo":{"source_id":"lsy1603348471595","name":"MarketWatch"},"weMediaInfo":null,"summary":"Just about every investor is aware that a shortage of semiconductors and related equipment, includin","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"translate_title":"在芯片供不应求的情况下，这25只半导体股票可能会上涨43%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":0.9,"NVDA":0.9},"content_text":"Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.\nBelow is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.\nThe chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.\nIndustry appears cheaply valued\nThe PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.\nThis means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.\nSOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, itisunusual for there to be a broad shortage of the industry’s products.\nHere’s how SOXX has traded relative to the S&P 500 over the past 10 years:\nFACTSET\nUnderlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.\nHere are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:\nETF deep dive\nTo look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:\n\nSOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.\nThe VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.\nThe SPDR S&P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.\nThe Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.\nThe First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.\n\nTogether, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.\nAmong the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:\nAs you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":847790763,"gmtCreate":1636552444549,"gmtModify":1636552827531,"author":{"id":"4096530742873090","authorId":"4096530742873090","name":"Acmp","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Semicon is booming&nbsp;","listText":"Semicon is booming&nbsp;","text":"Semicon is booming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847790763","repostId":1122480121,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":847707142,"gmtCreate":1636552348090,"gmtModify":1636552827480,"author":{"id":"4096530742873090","authorId":"4096530742873090","name":"Acmp","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good im in semiconductor field too","listText":"Good im in semiconductor field too","text":"Good im in semiconductor field too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847707142","repostId":1122480121,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":847421034,"gmtCreate":1636547623186,"gmtModify":1636547641335,"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Nice summary of ETFs for those who don’t want to pick specific stocks!","listText":"Nice summary of ETFs for those who don’t want to pick specific stocks!","text":"Nice summary of ETFs for those who don’t want to pick specific stocks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847421034","repostId":1122480121,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":847437276,"gmtCreate":1636543863093,"gmtModify":1636543898133,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Good informative article","listText":"Good informative article","text":"Good informative article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847437276","repostId":1122480121,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":847584412,"gmtCreate":1636535804069,"gmtModify":1636536239934,"author":{"id":"4091688830340210","authorId":"4091688830340210","name":"RollingPolli","avatar":"https://static.tigerbbs.com/7615886f3017cb376f53fee465a2c0c3","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Buy buy buys!&nbsp;","listText":"Buy buy buys!&nbsp;","text":"Buy buy buys!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847584412","repostId":1122480121,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":847253269,"gmtCreate":1636527388343,"gmtModify":1636527388407,"author":{"id":"4097645376190010","authorId":"4097645376190010","name":"Kamarulzaman","avatar":"https://static.tigerbbs.com/fdd904f47ea24aec7b14f7a88bfdd544","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Bearish","listText":"Bearish","text":"Bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847253269","repostId":1122480121,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":212,"commentSize":23,"repostSize":0,"favoriteSize":29,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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