What Makes This Analyst Cautious On TSMC?

Benzinga2021-10-12

Cowen analyst Krish Sankar initiated coverage of Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) with a Market Perform rating and $120 price target, implying an 8% upside. While he views its "...

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精彩评论

  • chaicka
    2021-10-12
    chaicka
    Upsides of capacity expansions have already been priced-in. Some of the expansions will take ~2-3 years to complete. Fed tapering andrise in interest may affect long stretch of CapEx hence correction should be coming around Nov-Dec.
    • chaicka: 
      While sentiments of the market is up for individual’s interpretation, looking at 3-5 years data shows it’s been overvalued when hit its max production capacity. Last 20D -10% isn’t quite enuf yet.
    • TaylorNorton: 
      I think the sentiment of the market has been released,and now it's the lowest time.Time to have you position!
  • Nevstar
    2021-10-12
    Nevstar
    Pls like[强] 
  • Gee1
    2021-10-12
    Gee1
    great
  • Viboon
    2021-10-12
    Viboon
    👍
  • Jackosen
    2021-10-12
    Jackosen
    Unable to break
  • xiaojn
    2021-10-12
    xiaojn
    ok
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