TSM
Taiwan Semiconductor Manufacturing (NYSE: TSM) is seeing a sharp decline in its ADR premium as local...
Article Summary
HOLD- Taiwan Semiconductor Manufacturing (NYSE: TSM) is seeing a sharp decline in its ADR premium as local investors pile into its Taipei-listed shares, signaling confidence in the AI cycle.
- The company's US-listed ADRs traded at an average 13.7% premium to Taipei shares in May, down sharply from 26% in December, marking the fifth straight month of decline.
- The narrowing gap tells a bigger story as Taiwan-based shares have jumped more than 50% this year, outpacing the ADRs' less than 40% advance, as Taiwan investors appear to be leaning harder into the AI boom.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 37.4% | 25% | 85.0 ptsExcellent (37.4%) - Strong growth |
| EPS Growth Next 5Y ? | 32.0% | 25% | 90.0 ptsExcellent (32.0%) - Strong outlook |
| Target Price Upside ? | 5.7% | 20% | 35.0 ptsBelow Screener (5.7%) - Target: $460.40 vs Current: $435.63 |
| Gross Margin % ? | 60.7% | 15% | 80.0 ptsVery Healthy (60.7%) - High-quality margins |
| Drawdown from 52-Wk High ? | 1.2% | 15% | 20.0 ptsBarely a Dip (1.2%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About TSM
- Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.
- It provides various wafer fabrication processes, such as processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.
- The company also involved in providing customer and engineering support services; manufacturing of masks; investment in technology start-up companies; research, designing, developing, manufacturing, packaging, testing, and sale of color filters; and investment activities.
- Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics.
- Taiwan Semiconductor Manufacturing Company Limited was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.