TSMC Shares Tumble As Margin Concerns Outweigh Strong Demand_老虎社区_美港股上老虎

TSMC Shares Tumble As Margin Concerns Outweigh Strong Demand

Bloomberg2021-07-16

Third-quarter margin guidance a disappointment: Morgan Stanley. Chipmaker said sales will rise more than 20% in 2021. Taiwan Semiconductor Manufacturing Co.shares dropped the most in two months after...

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LnP
·2021-07-16
I’ve sold out TSMC … yes it starts going down.
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1
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Shan_2021
·2021-07-16
Manipulation .too late townidentify less margin
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1
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bzlim
·2021-07-16
Please sell down for me. I want to continue accumulating
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3
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SunSandSea
·2021-07-16
👍
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5
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jk0726
·2021-07-16
👍🏻
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3
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Yawyaw
·2021-07-16
Good entry point now
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2
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收起
- jk0726:
  👍🏻
  2021-07-16
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Yawyaw
·2021-07-16
Good buy now[微笑]
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3
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Jayden_Mok
·2021-07-16
Overall should be good year for them
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2
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Soksok
·2021-07-16
Like
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1
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收起
- Jayden_Mok:
  done
  2021-07-16
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tanks09
·2021-07-16
Meaning what? Not to moon but to hell?
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1
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收起
- TimTamPrata:
  Huat
  2021-07-18
  回复
  举报
- TimTamPrata:
  Huat
  2021-07-18
  回复
  举报
- tanks09:
  Ok lets huat
  2021-07-19
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kelvinseech
·2021-07-16
Like and comment pls
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点赞
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blo
·2021-07-16
Thanks
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3
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- NongTrading:
  [Grin][Facepalm]
  2021-07-16
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SSVC
·2021-07-16
Yup Appreciate your response and comments Thanks
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2
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- WKB:
  Me too
  2021-07-16
  回复
  举报
- SSVC:
  [Strong][ShakeHands]
  2021-07-16
  回复
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henghm
·2021-07-16
Like and comment
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3
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- terryvstitch:
  Like
  2021-07-16
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Gamestonk
·2021-07-16
Of course the price thumble after good news… nice time for HF to take profits and re-enter at a later stage
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4
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Timevestor
·2021-07-16
Please like and comment
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5
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收起
- kelvinseech:
  like and comment pls
  2021-07-16
  回复
  举报
- NongTrading:
  [Shy]
  2021-07-16
  回复
  举报
edgetrader
·2021-07-16
Buy or sell tsmc?
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1
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- ngckkk:
  sell and wait for lower price
  2021-07-16
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Gross margin for the second quarter was 50%, below the roughly 51% average predicted by analysts, in part because of the appreciation in the Taiwan dollar during the period. For the September quarter, TSMC forecast gross margin of 49.5% to 51.5%. Analysts from Morgan Stanley called the third-quarter guidance a “disappointment,” warning that gross margins could fall below 50% as early as next year.\nTSMC, the world’s largest contract manufacturer, has faced increasing pressure to boost capacity to help alleviate a supply crunch that has plagued the automobile and other industries. The Taiwanese company earlier this year pledged to spend $100 billion over three years to build new fabs and invest in more advanced nodes, as rivals likeIntel Corp.andSamsung Electronics Co.seek to catch up. 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Revenue in the current quarter may rise to between $14.6 billion and $14.9 billion, in line with the $14.7 billion average of analyst estimates.\nSomeanalysts saidTSMC had failed to meet outsized expectations. The results “beat our conservative estimates but missed consensus” due to “excessive” expectations for gross margins, Needhamwrotein a note Thursday.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":170532391,"gmtCreate":1626441803613,"gmtModify":1631884185806,"author":{"id":"3585637503855433","authorId":"3585637503855433","name":"LnP","avatar":"https://static.tigerbbs.com/2fba0ec45b68bd78f8c489be018b5c2b","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3585637503855433","authorIdStr":"3585637503855433"},"htmlText":"I’ve sold out TSMC … yes it starts going down.&nbsp;","listText":"I’ve sold out TSMC … yes it starts going down.&nbsp;","text":"I’ve sold out TSMC … yes it starts going down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170532391","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170174710,"gmtCreate":1626416433830,"gmtModify":1633926928439,"author":{"id":"3585764169254376","authorId":"3585764169254376","name":"Shan_2021","avatar":"https://static.tigerbbs.com/8683f374343f61d0fbbf7acdfbca2bcc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3585764169254376","authorIdStr":"3585764169254376"},"htmlText":"Manipulation .too late townidentify less margin&nbsp;","listText":"Manipulation .too late townidentify less margin&nbsp;","text":"Manipulation .too late townidentify less margin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170174710","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170352413,"gmtCreate":1626406924732,"gmtModify":1633927016273,"author":{"id":"3572436349218639","authorId":"3572436349218639","name":"bzlim","avatar":"https://static.tigerbbs.com/3b2aafaf14823285f7393917b6ff4f54","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3572436349218639","authorIdStr":"3572436349218639"},"htmlText":"Please sell down for me. I want to continue accumulating&nbsp;","listText":"Please sell down for me. I want to continue accumulating&nbsp;","text":"Please sell down for me. I want to continue accumulating","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170352413","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170335607,"gmtCreate":1626403747409,"gmtModify":1633927048454,"author":{"id":"3568276413163668","authorId":"3568276413163668","name":"SunSandSea","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3568276413163668","authorIdStr":"3568276413163668"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170335607","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170336793,"gmtCreate":1626403617712,"gmtModify":1631893368548,"author":{"id":"4087884674407470","authorId":"4087884674407470","name":"jk0726","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087884674407470","authorIdStr":"4087884674407470"},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170336793","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170391570,"gmtCreate":1626402831490,"gmtModify":1633927058389,"author":{"id":"3586086275235518","authorId":"3586086275235518","name":"Yawyaw","avatar":"https://static.tigerbbs.com/7e37500d21b3a116d9d16255fc15aa18","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3586086275235518","authorIdStr":"3586086275235518"},"htmlText":"Good entry point now","listText":"Good entry point now","text":"Good entry point now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170391570","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5235899,"gmtCreate":1626403612043,"gmtModify":1635228086752,"authorId":4087884674407470,"author":{"id":4087884674407470,"idStr":"4087884674407470","authorId":4087884674407470,"name":"jk0726","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":170391570,"type":1,"supId":0,"prevId":0,"content":"👍🏻","text":"👍🏻","html":"👍🏻"}],"langContent":"EN"},{"id":170393506,"gmtCreate":1626402778305,"gmtModify":1633927058882,"author":{"id":"3586086275235518","authorId":"3586086275235518","name":"Yawyaw","avatar":"https://static.tigerbbs.com/7e37500d21b3a116d9d16255fc15aa18","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3586086275235518","authorIdStr":"3586086275235518"},"htmlText":"Good buy now[微笑]&nbsp;","listText":"Good buy now[微笑]&nbsp;","text":"Good buy now[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170393506","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":170305016,"gmtCreate":1626402435135,"gmtModify":1633927062283,"author":{"id":"3576464901855543","authorId":"3576464901855543","name":"Jayden_Mok","avatar":"https://static.tigerbbs.com/3f1195614ba4e8b2edf234e734266578","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576464901855543","authorIdStr":"3576464901855543"},"htmlText":"Overall should be good year for them","listText":"Overall should be good year for them","text":"Overall should be good year for them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170305016","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170301515,"gmtCreate":1626402236337,"gmtModify":1633927064557,"author":{"id":"3579684763801587","authorId":"3579684763801587","name":"Soksok","avatar":"https://static.tigerbbs.com/03c4a8d2787d3c5042bccff3b0bb60f1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579684763801587","authorIdStr":"3579684763801587"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170301515","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5235738,"gmtCreate":1626402452187,"gmtModify":1635228098344,"authorId":3576464901855543,"author":{"id":3576464901855543,"idStr":"3576464901855543","authorId":3576464901855543,"name":"Jayden_Mok","avatar":"https://static.tigerbbs.com/3f1195614ba4e8b2edf234e734266578","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":170301515,"type":1,"supId":0,"prevId":0,"content":"<u>done</u>","text":"<u>done</u>","html":"<u>done</u>"}],"langContent":"EN"},{"id":170303615,"gmtCreate":1626402194637,"gmtModify":1633927065722,"author":{"id":"3581816252667558","authorId":"3581816252667558","name":"tanks09","avatar":"https://static.tigerbbs.com/0d3a860d19cbe659e537ab4dcbdc7d1d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581816252667558","authorIdStr":"3581816252667558"},"htmlText":"Meaning what? Not to moon but to hell?&nbsp;","listText":"Meaning what? Not to moon but to hell?&nbsp;","text":"Meaning what? Not to moon but to 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