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Taiwan Semiconductor Manufacturing Company (TSMC) is a Taiwan based pure-play semiconductor foundry, focused exclusively on the manufacturing of logic chips. The chips TSMC manufacture are essential to many technology giants and are at the heart of numerous everyday products such as smartphones, laptops and electric vehicles.
In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager James Miller joins product specialist Ben West and tells us what he thinks really matters for TSMC’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
TSMC is a key holding in the Firetrail S3 Global Opportunities Fund.
This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.
Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds.
Links to the Product Disclosure Statement: WHT7794AU, WHT5134AU
Links to the Target Market Determination: WHT7794AU, WHT5134AU
For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com
