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2021-04-29

[What] [Cool] Yeah

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2021-04-29

[Miser]

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2021-04-27

Buy or?

AMD vs. Taiwan Semiconductor Manufacturing

2021-04-27

[Miser]

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2021-04-27

[Smile] [Happy]

AMD vs. Taiwan Semiconductor Manufacturing

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or?","listText":"Buy or?","text":"Buy or?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374541676","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","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":{"AMD":"美国超微公司","TSM":"台积电"},"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":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541834,"gmtCreate":1619468877028,"gmtModify":1704724299368,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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://ttm.financial/post/374541834","repostId":"1119741842","repostType":4,"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541999,"gmtCreate":1619468831811,"gmtModify":1704724298721,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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://ttm.financial/post/374541999","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","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":{"AMD":"美国超微公司","TSM":"台积电"},"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":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":374541834,"gmtCreate":1619468877028,"gmtModify":1704724299368,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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://ttm.financial/post/374541834","repostId":"1119741842","repostType":4,"repost":{"id":"1119741842","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619446937,"share":"https://www.laohu8.com/m/news/1119741842?lang=&edition=full","pubTime":"2021-04-26 22:22","market":"hk","language":"en","title":"Huawei in U.S. court after being accused of improperly helping its CFO in Canada","url":"https://stock-news.laohu8.com/highlight/detail?id=1119741842","media":"Reuters","summary":"Lawyers for China’s Huawei will appear in a New York court on Monday to defend the indicted telecoms","content":"<p>Lawyers for China’s Huawei will appear in a New York court on Monday to defend the indicted telecoms equipment giant against accusations it is improperly helping its chief financial officer fight extradition from Canada.</p>\n<p>U.S. prosecutors claim Huawei wrongly shared materials the government disclosed in the criminal case against the company with chief executive officer Meng Wanzhou, who also is charged but considered a fugitive.</p>\n<p>A hearing on the dispute is scheduled for Monday afternoon in U.S. District Court in Brooklyn, where Huawei and Meng were indicted for bank fraud and other crimes, in a case that has strained ties between the United States, China and Canada. Meng was arrested on a U.S. warrant in Vancouver in December 2018.</p>\n<p>Huawei’s counsel is “impermissibly using the government’s discovery in this case to help Meng fight extradition from Canada,” U.S. prosecutors said in an April 14 letter seeking the hearing.</p>\n<p>Huawei has denied it made information available in violation of any court orders. Nothing “prohibits the defendants from stating that the evidence provided in discovery contradicts the government’s allegations,” lawyers representing Huawei wrote in an April 21 filing.</p>\n<p>The indictment is one battle in a campaign the United States has waged against Huawei, which it has warned could spy on customers for Beijing. The company also was placed on a U.S. trade blacklist, and the United States moved to cut off its global chip supply.</p>\n<p>Huawei has pleaded not guilty in the case and Meng has said she is innocent.</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>Huawei in U.S. court after being accused of improperly helping its CFO in Canada</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\">\nHuawei in U.S. court after being accused of improperly helping its CFO in Canada\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-26 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Lawyers for China’s Huawei will appear in a New York court on Monday to defend the indicted telecoms equipment giant against accusations it is improperly helping its chief financial officer fight extradition from Canada.</p>\n<p>U.S. prosecutors claim Huawei wrongly shared materials the government disclosed in the criminal case against the company with chief executive officer Meng Wanzhou, who also is charged but considered a fugitive.</p>\n<p>A hearing on the dispute is scheduled for Monday afternoon in U.S. District Court in Brooklyn, where Huawei and Meng were indicted for bank fraud and other crimes, in a case that has strained ties between the United States, China and Canada. Meng was arrested on a U.S. warrant in Vancouver in December 2018.</p>\n<p>Huawei’s counsel is “impermissibly using the government’s discovery in this case to help Meng fight extradition from Canada,” U.S. prosecutors said in an April 14 letter seeking the hearing.</p>\n<p>Huawei has denied it made information available in violation of any court orders. Nothing “prohibits the defendants from stating that the evidence provided in discovery contradicts the government’s allegations,” lawyers representing Huawei wrote in an April 21 filing.</p>\n<p>The indictment is one battle in a campaign the United States has waged against Huawei, which it has warned could spy on customers for Beijing. The company also was placed on a U.S. trade blacklist, and the United States moved to cut off its global chip supply.</p>\n<p>Huawei has pleaded not guilty in the case and Meng has said she is innocent.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119741842","content_text":"Lawyers for China’s Huawei will appear in a New York court on Monday to defend the indicted telecoms equipment giant against accusations it is improperly helping its chief financial officer fight extradition from Canada.\nU.S. prosecutors claim Huawei wrongly shared materials the government disclosed in the criminal case against the company with chief executive officer Meng Wanzhou, who also is charged but considered a fugitive.\nA hearing on the dispute is scheduled for Monday afternoon in U.S. District Court in Brooklyn, where Huawei and Meng were indicted for bank fraud and other crimes, in a case that has strained ties between the United States, China and Canada. Meng was arrested on a U.S. warrant in Vancouver in December 2018.\nHuawei’s counsel is “impermissibly using the government’s discovery in this case to help Meng fight extradition from Canada,” U.S. prosecutors said in an April 14 letter seeking the hearing.\nHuawei has denied it made information available in violation of any court orders. Nothing “prohibits the defendants from stating that the evidence provided in discovery contradicts the government’s allegations,” lawyers representing Huawei wrote in an April 21 filing.\nThe indictment is one battle in a campaign the United States has waged against Huawei, which it has warned could spy on customers for Beijing. The company also was placed on a U.S. trade blacklist, and the United States moved to cut off its global chip supply.\nHuawei has pleaded not guilty in the case and Meng has said she is innocent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541999,"gmtCreate":1619468831811,"gmtModify":1704724298721,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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://ttm.financial/post/374541999","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","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":{"AMD":"美国超微公司","TSM":"台积电"},"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":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109660574,"gmtCreate":1619691781198,"gmtModify":1704728080636,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[What]&nbsp;[Cool]&nbsp;Yeah","listText":"[What]&nbsp;[Cool]&nbsp;Yeah","text":"[What] [Cool] Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109660574","repostId":"1161815718","repostType":4,"repost":{"id":"1161815718","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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"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":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109686522,"gmtCreate":1619691221266,"gmtModify":1704728073348,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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://ttm.financial/post/109686522","repostId":"1169393759","repostType":4,"repost":{"id":"1169393759","pubTimestamp":1619690536,"share":"https://www.laohu8.com/m/news/1169393759?lang=&edition=full","pubTime":"2021-04-29 18:02","market":"hk","language":"en","title":"China’s Biggest Banks Post Profit Gains Below 3% Amid Curbs","url":"https://stock-news.laohu8.com/highlight/detail?id=1169393759","media":"Bloomberg","summary":"China’s biggest banks posted profit gains of below 3% in the first quarter with policy makers leanin","content":"<p>China’s biggest banks posted profit gains of below 3% in the first quarter with policy makers leaning on the lenders to contain debt growth as the economy powers out of the pandemic.</p>\n<p>Industrial &amp; Commercial Bank of China Ltd., the world’s biggest bank by assets, reported a 1.46% gain in profit in period. Its smaller rivals includingBank of Communications Co.,Agricultural Bank of China Ltd.,Bank of China Ltd.andChina Construction Bank Corp.all saw profit increases of below 3%. All except Bank of China were weighed down by rising loan losses.</p>\n<p>Last year’s stimulus pushed China’s debt to almost 280% of annual economic output, the highest ratio since Bloomberg started compiling the data in 2014. The central bank last month asked major lenders to curtail loan growth for the rest of this year on concerns of bubble risks, people familiar with the matter have said.</p>\n<p>Even so, Chinese banks benefited from the nation’s record-breaking 18.3% economic expansion in the first quarter after being put on the front-line in helping millions of struggling businesses hurt by the pandemic last year. They are now shifting focus to more prudent credit growth and internal controls as policy makers have renewed a campaign to restrain leverage and curb risks, especially in the closely managed financial and real estate sectors.</p>\n<p>“The direct impact and indirect impact from Covid-19 are clearing off,” Daiwa Capital Markets analysts Leon Qi and Susie Liu wrote in a recent note. “A ‘pro-risk-containment’ regulatory stance bodes well for credit demand coming back to the official banking system, and hence loan pricing.”</p>\n<p>The rising loan losses contrast with foreign rivals such as HSBC Holdings Plc, which saw impairments plunge in the first quarter. Chinese regulator CBIRC said this month that the banking industry set aside provisions of 440 billion yuan ($68 billion) in the first quarter, taking the total loan-loss reserves to 6.6 trillion yuan. That has helped them strengthen risk management capability.</p>\n<p>Chinese banks advanced 7.67 trillion yuan of new loans in the first quarter. That was 8% more than for the same period last year, when authorities flooded the market with cheap liquidity to help companies through the initial pandemic lockdown.</p>\n<p>Bank Loans Growing Faster</p>\n<p>Although PBOC wants to contain lending this year at the same level as 2020</p>\n<p>Source: People's Bank of China, Bloomberg reporting</p>\n<p>Appetite for Chinese bank stocks, long regarded as perennial laggards, has grown since late last year as investors hunt for cheaper parts of the market to escape stimulus-fueled valuations. The CSI 300 Banks Index has climbed 12% in the first quarter and traded near the highest in 14 years.</p>","source":"lsy1584095487587","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>China’s Biggest Banks Post Profit Gains Below 3% Amid Curbs</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\">\nChina’s Biggest Banks Post Profit Gains Below 3% Amid Curbs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 18:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-04-29/bank-of-communications-posts-2-3-gain-in-first-quarter-profit?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s biggest banks posted profit gains of below 3% in the first quarter with policy makers leaning on the lenders to contain debt growth as the economy powers out of the pandemic.\nIndustrial & ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-04-29/bank-of-communications-posts-2-3-gain-in-first-quarter-profit?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601988":"中国银行","03988":"中国银行"},"source_url":"https://www.bloomberg.com/news/articles/2021-04-29/bank-of-communications-posts-2-3-gain-in-first-quarter-profit?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169393759","content_text":"China’s biggest banks posted profit gains of below 3% in the first quarter with policy makers leaning on the lenders to contain debt growth as the economy powers out of the pandemic.\nIndustrial & Commercial Bank of China Ltd., the world’s biggest bank by assets, reported a 1.46% gain in profit in period. Its smaller rivals includingBank of Communications Co.,Agricultural Bank of China Ltd.,Bank of China Ltd.andChina Construction Bank Corp.all saw profit increases of below 3%. All except Bank of China were weighed down by rising loan losses.\nLast year’s stimulus pushed China’s debt to almost 280% of annual economic output, the highest ratio since Bloomberg started compiling the data in 2014. The central bank last month asked major lenders to curtail loan growth for the rest of this year on concerns of bubble risks, people familiar with the matter have said.\nEven so, Chinese banks benefited from the nation’s record-breaking 18.3% economic expansion in the first quarter after being put on the front-line in helping millions of struggling businesses hurt by the pandemic last year. They are now shifting focus to more prudent credit growth and internal controls as policy makers have renewed a campaign to restrain leverage and curb risks, especially in the closely managed financial and real estate sectors.\n“The direct impact and indirect impact from Covid-19 are clearing off,” Daiwa Capital Markets analysts Leon Qi and Susie Liu wrote in a recent note. “A ‘pro-risk-containment’ regulatory stance bodes well for credit demand coming back to the official banking system, and hence loan pricing.”\nThe rising loan losses contrast with foreign rivals such as HSBC Holdings Plc, which saw impairments plunge in the first quarter. Chinese regulator CBIRC said this month that the banking industry set aside provisions of 440 billion yuan ($68 billion) in the first quarter, taking the total loan-loss reserves to 6.6 trillion yuan. That has helped them strengthen risk management capability.\nChinese banks advanced 7.67 trillion yuan of new loans in the first quarter. That was 8% more than for the same period last year, when authorities flooded the market with cheap liquidity to help companies through the initial pandemic lockdown.\nBank Loans Growing Faster\nAlthough PBOC wants to contain lending this year at the same level as 2020\nSource: People's Bank of China, Bloomberg reporting\nAppetite for Chinese bank stocks, long regarded as perennial laggards, has grown since late last year as investors hunt for cheaper parts of the market to escape stimulus-fueled valuations. The CSI 300 Banks Index has climbed 12% in the first quarter and traded near the highest in 14 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374541676,"gmtCreate":1619468916395,"gmtModify":1704724298883,"author":{"id":"3569026075543071","authorId":"3569026075543071","name":"nch777","avatar":"https://static.tigerbbs.com/1a55540cb103b2890f43ffcb3394b67d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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://ttm.financial/post/374541676","repostId":"1178642470","repostType":4,"repost":{"id":"1178642470","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":{"AMD":"美国超微公司","TSM":"台积电"},"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":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}