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6 pts

Opinion on  Taiwan Semiconductor Manufacturing Company Ltd (TSM)     Sector: Technology  >  Industry: Semiconductors
TSM is a BUY

Dec 13, 2007 04:26 PM GMT
Return Risk
-20.25% HIGH
Sr. Analyst

Recent News   Fundamental Analysis   Favorable/Unfavorable Valuation  

I've chosen to invest due to a number of factors:

1. High return on equity (compared to industry)

2. Low debt to equity ratio

3. PEG < 1

4. Relatively low institutional ownership

5. Increasing growth, partially due to AMD going fab-lite

6. Extremely efficient management (high inventory turnover and revenue per empoyee)

 

This is a long-term buy with low downside and a relatively greater upside.


TSM:  This call was made on 12/13/07 @ $9.72
Rating:   Positive   $9.72 (12/13/07)
Gain/Loss:   +11.11% in 724 days
Target:   $15.00 (+54.32%) in Six months


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Astukphoto
Armin Stuk   22%     1 point   commented 558 days ago reply

May 27, 2008- Bloomberg reports Taiwan Semiconductor Manufacturing Company (TSM) is likely to raise prices to counter higher costs. Jason Chen, vice president of worldwide sales marketing, said "Semiconductor companies are under profitability pressure" due in part to surging oil prices and Taiwan's appreciating currency. Chen didn't say when or by how much the company would raise prices.
Bulls like TSM's pricing power and should see the profitability pressures decline if oil prices decline. Sell-stops may be set below $10.50 support.
http://astuk-virtuallystocks.blogspot.com/

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