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- nch777nch777
  ·2021-04-29
  [What] [Cool] Yeah
  25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021
  SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in,
  25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021
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- nch777nch777
  ·2021-04-29
  [Miser]
  非常抱歉，此主贴已删除
  442 评论
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- nch777nch777
  ·2021-04-27
  Buy or?
  AMD vs. Taiwan Semiconductor Manufacturing
  Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the
  AMD vs. Taiwan Semiconductor Manufacturing
  257 评论
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- nch777nch777
  ·2021-04-27
  [Miser]
  非常抱歉，此主贴已删除
  499 评论
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- nch777nch777
  ·2021-04-27
  [Smile] [Happy]
  AMD vs. Taiwan Semiconductor Manufacturing
  Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the
  AMD vs. Taiwan Semiconductor Manufacturing
  541 评论
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[Cool] Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109660574","repostId":"1161815718","repostType":4,"repost":{"id":"1161815718","kind":"news","pubTimestamp":1619685728,"share":"https://www.laohu8.com/m/news/1161815718?lang=&edition=full","pubTime":"2021-04-29 16:42","market":"us","language":"en","title":"25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1161815718","media":"MarketWatch","summary":"SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in, ","content":"<p>Since<i>Barron’s</i>last screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third wave of Covid-19.</p>\n<p>The index is now up more than 10% year-to-date but there are signs that more gains could be ahead, with Europe’s economic recoveryyet to really get going. Initiallyslow vaccination rolloutsin many European countries are starting to gather pace, and the U.K. notably reopened large parts of the economy earlier this month.</p>\n<p>Barclays’ European equity strategists devised a stock screen designed to find companies whose share price was lagging behind its earnings estimates. Their method screened for Stoxx 600 companies currently trading at least 5% below their levels at the end of 2019 and whose 2021 earnings per share, or EPS, estimates were above their pre-Covid 2019 EPS.</p>\n<p>“On this basis, consensus numbers suggest that the better earnings growth prospects of these stocks are not fully priced in, implying potentially attractive risk-reward ,” head of European equity strategy Emmanuel Cau said.</p>\n<p>Following a similar approach,<i>Barron’s</i>screened the Stoxx 600 for stocks trading more than 10% below their levels at the end of 2019 and filtered for companies that trade for no more than 20 times forward earnings estimates. The screen used FactSet consensus estimates instead of Barclays consensus estimates. The companies must also have a market capitalization above $10 billion.</p>\n<p>An earlier version of this screen at the end of Februarycontained 37 European companieswhose shares were more than 10% lower than their end-2019 levels.</p>\n<p>Since then, the index has jumped 6.8%, hitting record highs earlier this month. As a result the number of stocks in the screen dropped to 25 at the end of March and remains at 25 this time, with many departures down to rising share prices. However, there are still a number of stocks out there sitting below their 2019 levels but set to beat 2019 earnings this year—implying room for them to grow in the months ahead.</p>\n<p>Stocks Lagging EstimatesCompanies in the Stoxx 600 whose stock currently trade 10% or more below end-2019 levels but with 2021 earnings estimates above those of 2019, with a P/E ratio under 20.</p>\n<p><img src=\"https://static.tigerbbs.com/62565546aefb0d11006e4b97a5746aea\" tg-width=\"930\" tg-height=\"736\"><img src=\"https://static.tigerbbs.com/b281e399475bb5ee78464c4d57b43c14\" tg-width=\"932\" tg-height=\"706\"></p>\n<p>Four stocks have exited the screen: French telecoms companyOrange,insurance firmAxa,French defense groupThalesand Swiss-based Coke bottlerCoca-Cola HBC.&nbsp;Axa, Coca-Cola HBC and Thales have all seen their share prices rise in the past month, leading to their exit. Orange stock still remains 21% lower than it was at the end of 2019, but the telecoms giant’s 2021 EPS estimate has fallen in recent weeks, and is now expected to be flat compared to 2019.</p>\n<p>Four companies have entered the screen: French insurerCNP Assurances,Swedish telecoms companyTelia,Swiss bankCredit Suisseand Norwegian oil-and-gas producerAker BP.Shares in both CNP and Telia have slipped over the past month to more than 10% lower than their end-2019 levels. Credit Suisse features because analysts now forecast the bank’s 2021 EPS to beat that of 2019, while Aker BP’s market value has risen above $10 billion for its first inclusion in the screen.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n25 Undervalued Stocks with Earnings Set to Beat Pre-Covid Levels in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 16:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/25-undervalued-stocks-with-earnings-set-to-beat-pre-covid-levels-in-2021-51619641093?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/25-undervalued-stocks-with-earnings-set-to-beat-pre-covid-levels-in-2021-51619641093?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/articles/25-undervalued-stocks-with-earnings-set-to-beat-pre-covid-levels-in-2021-51619641093?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161815718","content_text":"SinceBarron’slast screened for European stocks whose earnings prospects may not be fully priced in, the pan-EuropeanStoxx 600has climbed to record highs despite much of the continent battling a third wave of Covid-19.\nThe index is now up more than 10% year-to-date but there are signs that more gains could be ahead, with Europe’s economic recoveryyet to really get going. Initiallyslow vaccination rolloutsin many European countries are starting to gather pace, and the U.K. notably reopened large parts of the economy earlier this month.\nBarclays’ European equity strategists devised a stock screen designed to find companies whose share price was lagging behind its earnings estimates. Their method screened for Stoxx 600 companies currently trading at least 5% below their levels at the end of 2019 and whose 2021 earnings per share, or EPS, estimates were above their pre-Covid 2019 EPS.\n“On this basis, consensus numbers suggest that the better earnings growth prospects of these stocks are not fully priced in, implying potentially attractive risk-reward ,” head of European equity strategy Emmanuel Cau said.\nFollowing a similar approach,Barron’sscreened the Stoxx 600 for stocks trading more than 10% below their levels at the end of 2019 and filtered for companies that trade for no more than 20 times forward earnings estimates. The screen used FactSet consensus estimates instead of Barclays consensus estimates. The companies must also have a market capitalization above $10 billion.\nAn earlier version of this screen at the end of Februarycontained 37 European companieswhose shares were more than 10% lower than their end-2019 levels.\nSince then, the index has jumped 6.8%, hitting record highs earlier this month. As a result the number of stocks in the screen dropped to 25 at the end of March and remains at 25 this time, with many departures down to rising share prices. However, there are still a number of stocks out there sitting below their 2019 levels but set to beat 2019 earnings this year—implying room for them to grow in the months ahead.\nStocks Lagging EstimatesCompanies in the Stoxx 600 whose stock currently trade 10% or more below end-2019 levels but with 2021 earnings estimates above those of 2019, with a P/E ratio under 20.\n\nFour stocks have exited the screen: French telecoms companyOrange,insurance firmAxa,French defense groupThalesand Swiss-based Coke bottlerCoca-Cola HBC. Axa, Coca-Cola HBC and Thales have all seen their share prices rise in the past month, leading to their exit. Orange stock still remains 21% lower than it was at the end of 2019, but the telecoms giant’s 2021 EPS estimate has fallen in recent weeks, and is now expected to be flat compared to 2019.\nFour companies have entered the screen: French insurerCNP Assurances,Swedish telecoms companyTelia,Swiss bankCredit Suisseand Norwegian oil-and-gas producerAker BP.Shares in both CNP and Telia have slipped over the past month to more than 10% lower than their end-2019 levels. Credit Suisse features because analysts now forecast the bank’s 2021 EPS to beat that of 2019, while Aker BP’s market value has risen above $10 billion for its first inclusion in the screen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109686522,"gmtCreate":1619691221266,"gmtModify":1634210698523,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569026075543071","authorIdStr":"3569026075543071"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109686522","repostId":"1169393759","repostType":4,"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541676,"gmtCreate":1619468916395,"gmtModify":1634273277467,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569026075543071","authorIdStr":"3569026075543071"},"themes":[],"htmlText":"Buy or?","listText":"Buy or?","text":"Buy or?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541676","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","kind":"news","pubTimestamp":1619446168,"share":"https://www.laohu8.com/m/news/1178642470?lang=&edition=full","pubTime":"2021-04-26 22:09","market":"us","language":"en","title":"AMD vs. Taiwan Semiconductor Manufacturing","url":"https://stock-news.laohu8.com/highlight/detail?id=1178642470","media":"Motley Fool","summary":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the","content":"<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p>\n<p>Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p>\n<p>One of these chip companies is not like the others</p>\n<p>Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p>\n<p>There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p>\n<p><img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p>\n<p>By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p>\n<p><img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p>\n<p>Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p>\n<p>The better chip deal of the moment</p>\n<p>Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p>\n<p>By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p>\n<p>The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD vs. Taiwan Semiconductor Manufacturing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD vs. Taiwan Semiconductor Manufacturing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 22:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178642470","content_text":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.\nTwo top plays on the industry areAdvanced Micro Devices(NASDAQ:AMD)andTaiwan Semiconductor Manufacturing(NYSE:TSM), but one looks like a better buy right now.\nOne of these chip companies is not like the others\nWhy compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.\nThere's another key difference: AMD is a small scrappy company competing against giants likeIntel andNVIDIA. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition ofXilinxlooks to build on this trend.\n\nBy contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.\n\nPut another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.\nThe better chip deal of the moment\nNevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).\nBy contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.\nThe result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541834,"gmtCreate":1619468877028,"gmtModify":1634273277587,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569026075543071","authorIdStr":"3569026075543071"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541834","repostId":"1119741842","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541999,"gmtCreate":1619468831811,"gmtModify":1634273277706,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569026075543071","authorIdStr":"3569026075543071"},"themes":[],"htmlText":"[Smile]&nbsp;[Happy]&nbsp;","listText":"[Smile]&nbsp;[Happy]&nbsp;","text":"[Smile] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374541999","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","kind":"news","pubTimestamp":1619446168,"share":"https://www.laohu8.com/m/news/1178642470?lang=&edition=full","pubTime":"2021-04-26 22:09","market":"us","language":"en","title":"AMD vs. Taiwan Semiconductor Manufacturing","url":"https://stock-news.laohu8.com/highlight/detail?id=1178642470","media":"Motley Fool","summary":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the","content":"<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.</p>\n<p>Two top plays on the industry are<b>Advanced Micro Devices</b>(NASDAQ:AMD)and<b>Taiwan Semiconductor Manufacturing</b>(NYSE:TSM), but one looks like a better buy right now.</p>\n<p>One of these chip companies is not like the others</p>\n<p>Why compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.</p>\n<p>There's another key difference: AMD is a small scrappy company competing against giants like<b>Intel</b>&nbsp;and<b>NVIDIA</b>. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition of<b>Xilinx</b>looks to build on this trend.</p>\n<p><img src=\"https://static.tigerbbs.com/41e881952caa964f0a3891c5b34b67c6\" tg-width=\"720\" tg-height=\"449\"></p>\n<p>By contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.</p>\n<p><img src=\"https://static.tigerbbs.com/2c1fe5cc4f841c873e12d343eeb6c2c7\" tg-width=\"720\" tg-height=\"449\"></p>\n<p>Put another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.</p>\n<p>The better chip deal of the moment</p>\n<p>Nevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).</p>\n<p>By contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.</p>\n<p>The result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD vs. Taiwan Semiconductor Manufacturing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD vs. Taiwan Semiconductor Manufacturing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 22:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/04/26/better-buy-amd-vs-taiwan-semiconductor-manufacturi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178642470","content_text":"Aftereffects from the U.S.-China trade war and a boom in demand for tech hardware in the wake of the pandemic last year have semiconductor stocks flying high. Chip manufacturers can't keep up at the moment, and a global chip shortage is looking likely for at least the remainder of 2021.\nTwo top plays on the industry areAdvanced Micro Devices(NASDAQ:AMD)andTaiwan Semiconductor Manufacturing(NYSE:TSM), but one looks like a better buy right now.\nOne of these chip companies is not like the others\nWhy compare these two stocks? Many investors might forget that AMDspun off its fabrication business, GlobalFoundries, over a decade ago. AMD is one of many chip research and design companies. When it comes to actual manufacturing, it taps a company like GlobalFoundries or TSMC to fabricate its chip creations. AMD and TSMC are thus two different ways to invest in the same trend.\nThere's another key difference: AMD is a small scrappy company competing against giants likeIntel andNVIDIA. It's been successfully scooping up market share in recent years -- especially against \"chipzilla\" Intel -- and has enjoyed rising profit margins as a result. AMD'spending acquisition ofXilinxlooks to build on this trend.\n\nBy contrast, TSMC is an industry juggernaut. It passed up Intel a couple of years ago and is now the largest chip fab in the world -- by a wide margin. The company claims its $45.6 billion in sales in 2020 gives it some 57% global market share of the chip manufacturing market. TSMC has been able to claim this dominant role in worldwide chip fab and distribution due to its advanced manufacturing tech. Its fabs handle the smallest and most powerful semiconductors around powering trends like AI and 5G. It's also a highly profitable company (though profit margins fluctuate as manufacturing supply and demand ebbs and flows) and pays a dividend that currently yields 1.5% a year.\n\nPut another way, AMD (which doesn't dole out a dividend) is more of a high-growth stock, while TSMC is a slower-growth company (relatively speaking) with a more stable business and a dividend payment. That alone might help you decide which is the better long-term stock for you -- one with high growth potential (but that is more volatile) versus a dividend-paying business.\nThe better chip deal of the moment\nNevertheless, there's more to the story here that might affect your decision, and it has to do with the aforementioned AMD takeover of Xilinx. At 57 times trailing-12-month free cash flow and 25 times one-year forward expected earnings, TSMC has a premium price tag for a company with slower growth potential. Granted, the company's outlook for 26% year-over-year sales growth in the second quarter of 2021 is nothing to balk at. But lofty expectations are priced into the current share price (and TSMC stock price is up over 120% in the last 12 months).\nBy contrast, AMD share prices have basically flatlined since late last summer and are up \"only\" 50% in the last year. It's a more \"expensive\" stock at 124 times trailing-12-month free cash flow, but just 31 times one-year forward expected earnings. Good things are expected here after the highly profitable Xilinx is added to the fold. Xilinx has hauled in nearly $3.1 billion in revenue over the last year, which will boost AMD's overall sales by a third. But even without Xilinx, AMD management said it expects its first-quarter 2021 sales to surge about 79% year over year as it picks up more share of the PC and data center design markets.\nThe result? AMD actually looks pretty cheap as the Xilinx acquisition still doesn't appear to be fully reflected in the current share price. Over the long term, I think AMD stock will be a wilder ride than Taiwan Semiconductor, but there's lots of growth potential here. Thanks to the chip supply shortage,semiconductorsare a hot investment theme -- and AMD looks like a great pick right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}