WASHINGTON: Warren Buffett<\/a> slashed his holding of Taiwan Semiconductor Manufacturing Co<\/a> just months after disclosing a major stake, an unusually quick reversal by the legendary stock picker that’s chilling investor sentiment toward the chip giant. 巴菲特的伯克希尔哈撒韦公司持有的台积电的美国存托凭证(adr)削减86%,上个季度,根据最新的文件。假设在同期平均价格出售,出售股份将获取37亿美元。 华盛顿:沃伦•巴菲特(Warren Buffett)削减他的控股台湾半导体制造公司后几个月披露主要股权,异常迅速逆转的传奇选股的投资者人气芯片巨头。
Buffett<\/a>’s Berkshire Hathaway Inc cut its holding of TSMC<\/a>’s American depositary receipts by 86% last quarter, according to the latest filing. Assuming it sold them at the average price over the period, the stake sale would have fetched $3.7 billion.
Shares of the world’s largest chip foundry slid as much as 4% in Taipei following the news, amid broad market losses. TSMC<\/a> had jumped in November amid news that Buffett<\/a> had acquired a stake worth about $5 billion, and it’s still up more than 40% from an October low.
“It’s surprising that Berkshire cut its holding so much in just a quarter, which differs from its past practice of long-term investment and continuing to add shares,” said Tony Huang, vice president at Taishin Securities Investment Advisory Co.
The chip industry has had to contend with Covid-induced supply disruptions in China and a slump in demand for electronics amid surging inflation. TSMC cut its spending target by about 10% in 2022 to about $36 billion after the Biden administration slapped new restrictions on China’s access to critical technologies.
The economics of the industry are shifting too. Amid US-China political tensions, governments in Washington, Tokyo and Brussels are all pushing TSMC to help build local production capabilities. This threatens to drive up its costs.
Late last year appeared to be a good time to buy TSMC shares as a value investor. Its forward price-to-earnings ratio hit 10.3 times in October, the lowest since 2015, before bouncing back to nearly 14 times in November, according to data compiled by Bloomberg.
The Taiwanese chipmaker’s shares had rallied amid a rise global chip stocks as investors tried to gauge a bottom. It extended gains last month even after it announced plans to further lower spending and signaled its first quarterly revenue drop in four years.
While the stock will likely suffer near term on news of Buffett’s selldown, TSMC’s longer term outlook is still positive, according to Taishin Securities’ Huang.
“Many global investors continue adding its shares with its fundamentals improving, including better utilization rates and its leadership role in advanced technology,” he said.
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沃伦•巴菲特(Warren Buffett)的快速出售价值37亿美元的台积电股票投资者间谍
巴菲特伯克希尔哈撒韦公司将其持有的台积电上个季度的美国存托凭证(adr) 86%,根据最新的文件。假设在同期平均价格出售,出售股份将获取37亿美元。
世界上最大的芯片制造商的股票下跌多达4%在台北的消息后,在广阔的市场损失。乐动扑克台积电跳在消息,11月吗乐动扑克巴菲特获得了价值约50亿美元的股份,它还从10月低40%以上。
芯片行业不得不面对Covid-induced在中国供应中断,对电子产品的需求暴跌飙升的通货膨胀。台积电削减开支的目标10%到2022年的约360亿美元后,拜登政府新的限制中国的关键技术。
行业的经济也正在发生转变。在美中政治紧张局势,政府在华盛顿、东京和布鲁塞尔都推台积电帮助建立当地的生产能力。这可能推高成本。
去年年末,似乎是一个很好的时间来买台积电股票价值投资者。10月份创下的远期市盈率10.3倍,自2015年以来的最低点反弹之前11月14倍,据彭博社采集数据显示。
台湾芯片制造商的股价已经大涨,因全球芯片库存上升,因投资者试图衡量底部。上月扩大涨幅甚至在它宣布将进一步降低支出和暗示四年来的首次季度收入下降。
在短期股票可能会受到新闻巴菲特的卖压,台积电的长期前景仍然是积极的,根据黄台新证券的。乐动扑克
“许多全球投资者继续添加其股票的基本面改善,包括更好的利用率和先进技术的领导角色,”他说。
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WASHINGTON: Warren Buffett<\/a> slashed his holding of Taiwan Semiconductor Manufacturing Co<\/a> just months after disclosing a major stake, an unusually quick reversal by the legendary stock picker that’s chilling investor sentiment toward the chip giant.
Buffett<\/a>’s Berkshire Hathaway Inc cut its holding of TSMC<\/a>’s American depositary receipts by 86% last quarter, according to the latest filing. Assuming it sold them at the average price over the period, the stake sale would have fetched $3.7 billion.
Shares of the world’s largest chip foundry slid as much as 4% in Taipei following the news, amid broad market losses. TSMC<\/a> had jumped in November amid news that Buffett<\/a> had acquired a stake worth about $5 billion, and it’s still up more than 40% from an October low.
“It’s surprising that Berkshire cut its holding so much in just a quarter, which differs from its past practice of long-term investment and continuing to add shares,” said Tony Huang, vice president at Taishin Securities Investment Advisory Co.
The chip industry has had to contend with Covid-induced supply disruptions in China and a slump in demand for electronics amid surging inflation. TSMC cut its spending target by about 10% in 2022 to about $36 billion after the Biden administration slapped new restrictions on China’s access to critical technologies.
The economics of the industry are shifting too. Amid US-China political tensions, governments in Washington, Tokyo and Brussels are all pushing TSMC to help build local production capabilities. This threatens to drive up its costs.
Late last year appeared to be a good time to buy TSMC shares as a value investor. Its forward price-to-earnings ratio hit 10.3 times in October, the lowest since 2015, before bouncing back to nearly 14 times in November, according to data compiled by Bloomberg.
The Taiwanese chipmaker’s shares had rallied amid a rise global chip stocks as investors tried to gauge a bottom. It extended gains last month even after it announced plans to further lower spending and signaled its first quarterly revenue drop in four years.
While the stock will likely suffer near term on news of Buffett’s selldown, TSMC’s longer term outlook is still positive, according to Taishin Securities’ Huang.
“Many global investors continue adding its shares with its fundamentals improving, including better utilization rates and its leadership role in advanced technology,” he said.
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