Added to YB: 2025-03-20
Pitch date: 2025-03-17
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+68.72%
current return
Author Info
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Company Info
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.
Market Cap
TWD 38.1T
Pitch Price
TWD 173.09
Price Target
N/A
Dividend
1.16%
EV/EBITDA
14.61
P/E
24.25
EV/Sales
10.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Top Undervalued Stock Picks and Investment Cases: Taiwan Semiconductor Manufacturing Company Limited
TSM (quick pitch): Monopoly in advanced chip mfg (90%+ mkt share). 33% rev growth 2024, 35% ROE. Feb rev +30% YoY shows strong demand. Attractive at 19x fwd P/E after recent pullback. No-brainer play in semiconductor industry.
Read full article (1 min)