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JPMorgan Chase has acknowledged a misstep in its strategy to bet against emerging market currencies, which have outperformed the US dollar since April 2nd. The bank has shifted its stance from underweight to overweight on Asian currencies, now bullish on the Malaysian ringgit and expecting stability in the Chinese Yuan. Amid rising recession risks, JPMorgan's analysts caution that US equities may no longer be a safe haven for investors.
The Taiwan dollar has surged 10% against the US dollar, prompting concerns from Societe Generale about potential currency stabilization measures by Taiwan's central bank. This rapid appreciation poses challenges for exporters and the life insurance industry, while broader global financial dynamics and trade policies further complicate the situation. Observers should monitor Taiwan's response to these economic pressures, as they could have significant implications beyond its borders.
UBS' Suresh Tantia anticipates a positive outlook for Asian tech stocks, despite a short-term negative impact on Taiwanese equities due to a strengthening Taiwanese dollar. He believes the strong position of Taiwan's tech companies will mitigate this effect over time. Additionally, Tantia expresses hope for the commencement of US-China trade negotiations, which could enhance the potential of Chinese equities.
Taiwan Semiconductor Manufacturing Company (TSMC) will pay a quarterly dividend of $0.6855 on July 10, with an ex-dividend date of June 12. The company has a payout ratio of 27.76% and recently reported earnings of $2.12 per share, exceeding expectations. Analysts maintain a "Moderate Buy" rating, with an average price target of $212.
Taiwan Semiconductor Manufacturing Co. (TSM) shares surged over 4% following a Morgan Stanley upgrade, with analysts projecting an average price target of $216.58, indicating a potential 20.80% upside. The current consensus recommendation is "Outperform," supported by positive AI investment trends from major tech companies. GuruFocus estimates TSM's GF Value at $205.63, suggesting a 14.7% upside from the current price of $179.28.
Nvidia has expressed concerns to US lawmakers regarding Huawei's expanding AI capabilities. The company leads in programmable graphics processors and generates significant revenue from computing and networking solutions, primarily in data centers, while also producing graphics processors for gaming and professional visualization. Geographically, Nvidia's sales are concentrated in the US, Taiwan, and China.
UBS has reduced its price target for ARM Holdings from $215 to $165 while maintaining a Buy rating. ARM specializes in microprocessor research and development for semiconductors used in various digital products, with net sales primarily from royalties (52.7%) and license sales (39.3%). Geographically, the U.S. accounts for 37.8% of net sales, followed by China (19.3%) and Taiwan (14.6%).
Intel has appointed Tasha Chuang as general manager for Taiwan, effective May 1, 2025, to enhance partnerships in the semiconductor sector amid a significant company transformation following an $18.8 billion net loss in 2024. This leadership change underscores Taiwan's strategic importance in global semiconductor supply chains, as Intel seeks to strengthen ties with local partners. The evolving relationship between Intel and TSMC reflects broader industry trends, with potential collaborations emerging to address technological challenges and geopolitical pressures.
Recent market volatility has unveiled attractive investment opportunities outside the US, particularly in Europe and Asia. In Europe, defensive stocks and small- to mid-cap equities are positioned to benefit from fiscal stimulus and structural growth trends, while in Asia, Indian and Taiwanese markets show promise due to strong local drivers and expected growth in technology sectors. Yield-generating strategies also offer alternative access to stocks amid heightened volatility.
Barclays has lowered its price target on Applied Materials, Inc. to $160 from $190 while maintaining an equal-weight rating. The company focuses on designing and manufacturing equipment for integrated circuits and semiconductor components, with 73.3% of net sales coming from the semiconductor industry. Geographically, 37.2% of sales are generated in China, followed by Korea (16.5%) and Taiwan (14.8%).
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15:25 22.04.2025
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