Taiwan Semiconductor Manufacturing Co. Ltd.Article mentions selling pressure in AI and semiconductor stocks due to stretched valuations, which includes TSMC.
Bualuang Securities assesses that global stock markets remain volatile and at risk of further correction due to selling pressure in AI and semiconductor stocks, despite strong earnings from TSMC and ASML, reflecting concerns over stretched valuations. The correction is expected to be more of a re-rating rather than a change in fundamentals. The firm recommends further diversifying investments into the M-PROPERTY fund, which invests in REITs with high dividend yields of around 6 to 7 percent and limited downside. Meanwhile, it maintains a positive view on the FP USBANK-A fund, supported by strong capital market business trends and good credit quality.
Taiwan Semiconductor Manufacturing Co. Ltd.Article mentions selling pressure in AI and semiconductor stocks due to stretched valuations, which includes TSMC.
ASML Holding N.V.Article mentions selling pressure in AI and semiconductor stocks due to stretched valuations, which includes ASML.