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TSM

TSMC

$43.32

-0.62 (-1.41%)

08:00
04/06/18
04/06
08:00
04/06/18
08:00

Taiwan Semi put buyer realizes 16% same-day gains

Notable profits for the buyer who lifted the $1.75 offer for 1,886 Taiwan Semi (TSM) May-18 44 puts yesterday at 09:48ET when underlying shares were trading at $44.05. Shares closed at $43.32, and the puts at $2.02 for a mark-to-market profit of 16%, or $52K, on the $330K outlay.

TSM TSMC
$43.32

-0.62 (-1.41%)

01/22/18
DADA
01/22/18
NO CHANGE
Target $235
DADA
Buy
Lam Research price target raised to $235 from $225 at DA Davidson
DA Davidson analyst Thomas Diffely raised his price target on Lam Research (LRCX) to $235 ahead of this week's Q2 earnings, saying the company should once again outperform the strong WFE spending levels as high performance computing in AI/big data, Internet of Things technologies, and China growth all make a contribution in the quarter. The analyst is especially bullish on the "monster Q3" after some "modest digestion" in Q1, citing strong equipment orders from TSMC (TSM) and much higher than expected guidance from Ichor Holdings (ICHR). Diffely keeps his Buy rating on Lam Research.
01/30/18
DADA
01/30/18
NO CHANGE
Target $100
DADA
Buy
Advanced Energy customers'' comments suggest strong Q4, sayst DA Davidson
DA Davidson analyst Thomas Diffely previews Advanced Energy's (AEIS) Q4 earnings expected out this week, saying that "bullish industry comments" from the company's largest customers - Applied Materials (AMAT) and Lam Research (LRCX) - suggest that the "record 2017" year had a strong finish and 2018 is shaping up even better. Diffely contends that the shipments guidance from Lam Research and the recent strong equipment orders from TSMC (TSM) all bode well for the core semiconductor business, keeping his Buy rating and $100 price target on Advanced Energy.
02/20/18
FBCO
02/20/18
UPGRADE
FBCO
Outperform
TSMC upgraded earlier to Outperform from Neutral at Credit Suisse
04/04/18
BERN
04/04/18
NO CHANGE
BERN
Market Perform
Narrowing gap between TSMC, Intel makes Apple's aspiration possible, says Bernstein
Bernstein analyst Mark Li believes that given Apple's (AAPL) experience in processor design, replacing Intel (INTC) processor with its own is possible. Further, the analyst says that the narrowing gap in process technology between TSMC (TSM) and Intel also makes Apple's aspiration possible, while Apple's vertical integration with OS and applications also puts it in a better position to challenge Intel. Li sees a downside to TSMC's 2019 revenue because of Bitcoin, but says it remains a "solid" company with balanced risk and reward. The analyst reiterates a Market-Perform rating on TSMC shares.

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