TSMC - Market Might Wait for a Consensus Expectation Reset Before Turning Positive on Strong 3Q

313 Views13 Apr 2017 17:58
Executive summary Strong 2H17 intact: Despite weaker 1H17, TSMC reiterates 2H17 sales over 2H16 by 5% in US$ term, implying 3Q17 sales growth of...
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Andrew Lu
Asia and Global Semiconductor and Tech Research
Taiwan & ChinaInformation TechnologyEquity Bottom-Up
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