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<Research>CLSA Rates TSMC at High Conviction Outperform with TP of TWD2,000
Recommend 1 Positive 2 Negative 0 |
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CLSA published a research report on TSMC (TSM.US), which set its 2026 capex guidance between USD52 billion and USD56 billion, a year earlier than expected. This reflects the unpredictable complexities that may arise when expanding production capacity during a period of spiking AI demand. CLSA assigned TSMC (2330.TW) a High Conviction Outperform rating with a target price of TWD2,000, and forecast an EPS of TWD100 for 2027. AASTOCKS Financial News Website: www.aastocks.com |
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