In today’s briefing:
- TSMC (2330.TT; TSM.US): Brace Yourself for the US Tariffs!
- Weekly Update (HAVAS, ANGI)
TSMC (2330.TT; TSM.US): Brace Yourself for the US Tariffs!
- We aim at nearly 0% growth QoQ for Taiwan Semiconductor (TSMC) – ADR (TSM US)‘s revenue in 2Q25, but US tariff can be a changing factor since April, 2025.
- Taiwan Financial Supervisory Commission is announcing on April 6th, 2025 with three temporary methods to prevent a sudden slump of Taiwan stock market today.
- Taiwan Semiconductor (TSMC) – ADR (TSM US) is taking about 39.2% of Taiwan stock market value, which is the single largest stock in Taiwan.
Weekly Update (HAVAS, ANGI)
This week, IAC Inc (IAC) spun off Angi Inc (ANGI). The first day of trading was April 1st.
Angi operates the largest digital marketplace for home services in the U.S., connecting homeowners with contractors across Angi’s Ads and Leads platform (formerly HomeAdvisor/Angie’s List) and Services (pre-priced jobs fulfilled via Angi’s network)
ANGI has fallen sharply despite no tariff exposure.
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