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bullish
Taiwan Semiconductor (TSMC) - ADR
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TSMC Analyst Call Take-Aways: Signs of Industry Stabilization & 2H23E Recovery
Equity Bottom-Up
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16 Jan 2023 01:31
TSMC grew faster than the industry in 2022 and expects to grow faster than the industry in 2023E again. The company also does not appear expensive based on a cycle-adjusted PER metric.
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