Connect with us

Hi, what are you looking for?

Oracle of  Omaha SaysOracle of  Omaha Says

Editor's Pick

Samsung vs TSMC stock: Susquehanna analyst picks a side

Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) is a better pick for exposure to artificial intelligence versus Samsung Electronics Co Ltd (KRX: 005930), says a Susquehanna analyst.

TSMC stock could climb to $126

Mehdi Hosseini recommends that investors buy TSMC shares as they have upside to $126 – more than a 20% upside from here.

If AI is becoming more of a buzzword, TSMC has most exposure there. The quality of earnings, quality of management, and shareholder return favour TSMC over Samsung . . . that’s way behind TSMC.

The semiconductor behemoth currently pays a dividend yield of well over 2.0% that makes up for an additional reason to own its stock.

The Susquehanna analyst remains bullish on TSMC shares even though the multinational reported a year-over-year decline in quarterly revenue last month.

Why is he not as bullish on Samsung stock?

Mehdi Hosseini does not see tensions between the United States and China as a threat for TSMC as it’s the only game in town when it comes to manufacturing advanced microchips.

He likes the Taiwanese company over Samsung as it specializes on semiconductor manufacturing. In a recent interview with CNBC, the Susquehanna analyst noted:

Samsung has more exposure to memory industry, which is more volatile, compared to TSMC that has more leverage to leading edge in semiconductor manufacturing. So, TSMC offers better free cash flow margin.

At writing, TSMC shares are up roughly 40% for the year. In February, legendary investor Warren Buffett had cut his stake in Taiwan Semiconductor Manufacturing as Invezz reported here.

The post Samsung vs TSMC stock: Susquehanna analyst picks a side appeared first on Invezz.

Enter Your Information Below To Receive Free Trading Ideas, Latest News And Articles.






    Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.
    Your information is secure and your privacy is protected. By opting in you agree to receive emails from us. Remember that you can opt-out any time, we hate spam too!

    You May Also Like

    Latest News

    A former Republican legislative candidate who traveled to Washington for former President Donald Trump’s ‘Stop the Steal’ rally was arrested Friday and charged with...

    Latest News

    Abbe Lowell, Hunter Biden’s attorney, filed an ethics complaint Friday against Georgia Rep. Marjorie Taylor Green after she displayed censured nude photos of the president’s...

    Stock

    Even as U.S. inflation broadly cools, frozen vegetable prices are hot. The average shelf price for frozen veggies rose by 18% in the past year...

    Latest News

    President Biden has overruled the Pentagon and chosen Adm. Lisa Franchetti to lead the Navy, making her the first woman, if she’s confirmed, to...

    Disclaimer: Oracleofomahasays.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.


    Copyright © 2024 Oracleofomahasays.com