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US President Trump quickly reappeared after being infected with the epidemic, and even the rescue case showed a hairpin. Last week, he changed his statement and posted a profit. He called on Congress to provide a ransom check immediately and called for additional support for small businesses and aviation that were severely affected by the epidemic. industry. The news arrived, encouraging the four major US stock indices to rise simultaneously. On Tuesday, TSMC’s ADR rose 2.4% to close at $ 90.91, setting a record again.
As of this Monday (10/12), the market also reported good news. Chinese media reported: After Intel and Supermicro, TSMC (2330-TW) also obtained a license from the US Department of Commerce. expects it to supply mature process products from Huawei. . Although TSMC did not comment on this, the share price was immediately motivated by the relevant optimism. It once rushed to 462 yuan during the session, prompting Taiwan shares to rise again and complete the interest payment.
In addition to the upbeat news on Huawei’s supply, TSMC’s September revenue announced last week was equally bright. Consolidated revenue was 127,584 million yuan, a monthly increase of 3.8% and a year-on-year increase of 24.9%, setting a record for two consecutive months, prompting foreign investment. It bought TSMC for the ninth day in a row and raised its price target to a maximum of 600 yuan, keeping the buy rating higher.
Wanbao Investment Gu Chen Zirong pointed out that the long-awaited TSMC Law will take place on Thursday, and the outside world is optimistic that it will continue to increase capital expenditures. This year, TSMC’s performance in the third quarter of this year was better than expected, and Apple’s new product will launch soon, 5nm. There is an increase in production capacity, which is expected to account for 20% of the fourth quarter revenue, and the quarterly revenue growth rate can reach more than 10%. If other major clients like MediaTek (2454-TW), Supermicro, Broadcom and Huida also join 5nm, the contribution to revenue will be even higher next year. Additionally, TSMC’s advanced 3nm process using FINFET technology has also entered trial production, with mass production expected in the second half of 2022.
In response to immediate customer demand, TSMC has continued to conquer and search for land in Tainan and Hsinchu, accelerating the deployment of advanced process production capacity. With TSMC’s radiant heat, related semiconductor manufacturers and supply chain groups are expected to benefit. Although the epidemic continues and the science and technology war between the United States and China is chaotically confused, the national economy, laptops, and the 5G effects of the post-epidemic era are spreading. As long as you choose the right stocks, you can easily make a profit with the help of the funding wave.
Before the Mid-Autumn Festival, it was announced that the Mid-Autumn Festival will shift up. There will be no shortage of bad news about the black swan in 2020, but didn’t you find it? In negative conditions, do all good stocks offer low and low buy points? Sure enough, the Mid-Autumn Festival turned higher and the index rose from 12,300 points to almost 13,000 points, further challenging the previous high of 13,031 points. With the monthly release of $ 120 billion by the US Federal Reserve, the stock market is likely to go up but not down.
Wanbao Investment Gu Chen Zirong pointed out that the 9/25 MediaTek (2454-TW) shared by the band, when MediaTek was unfavorable, was the first to share with everyone. Until now, MediaTek has been raised by foreign investors and MediaTek has risen dramatically . 24%; for short-term players, 10/7 (last Wednesday) Guangyun (6125-TW), which hit a band high of 32.8 yuan on Tuesday, also rose 10% in just three days; therefore, it is at least a Forecast, rather than following the market rumors to chase the rise and fall; This is my good buying point for using trading tokens to select stocks, along with technical analysis, so that your good stocks can be sustained and not easily killed; Trade according to this discipline and set profit and loss limits, which can be said to be stable. See 10/7 “Doesn’t the US bailout stop these actions to welcome the wave of goods?”
In the face of treacherous and changeable stocks, stock selection remains the royal road. We will continue to track the flow of gold, along with industry analysis, and share high-quality stocks with you:
TSMC (2330-TW) said Thursday that its estimated capex rose to about $ 19 billion. September revenue hit a new record and third quarter revenue performance outperformed it. Foreign investors are generally optimistic about fourth-quarter operating performance. Apple’s new iPhone 12 is about to be released, which will drive demand for 5nm production capacity. The outside world has reviewed TSMC’s revenue, gross profit margin, and earnings per share valuation for the coming year.
Hongsu (3131-TW) recently announced that its September revenue was up 3.84% month-over-month. Recently, the three main legal entities have simultaneously supported the buyer. As the foundry’s customers continue to expand capacity, the outlook for the fourth quarter is even more optimistic. In addition, Hongsu currently has a 60% market share in the packaging and testing market, and demand will continue to grow next year. Foundry customers’ machines will also be stationed at customer factories from the second quarter of next year, and operations are prosperous. It is estimated that next year the fourth quarter will enter the peak period of revenue recognition.
Jiadeng (3680-TW) is a world leader in high-end mask transfer solutions. As annual price negotiation with customers wraps up and EUV mask box shipments continue to grow, fourth quarter revenue is expected to increase by double digits. . In addition, the profit from the Tainan real estate disposal is estimated to be about 504 million yuan, which is expected to be recognized in the third quarter, and the legal person is expected to make a record profit. Your FOUP product line is complete. It has recently entered the wafer making market and has entered the verification stage. Furthermore, it has entered the aerospace field and entered the European and American aircraft manufacturing supply chain. The new plant in Tucheng is expected to be completed in 2 years, which will more than double the overall production capacity.
Of course, there are some good stocks that still have a short-term token advantage under high-end index swings, including AI, 5G, and other related stocks. However, due to limited space, go straight to the fan club and take a look. The public, there is help.
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