Taiwan Semiconductor Mfg Co (TSM) had positive results in Q1 with AI concerns
From Yahoo Finance: 2025-06-30 09:38:00
Hardman Johnston Global Advisors released its Q1 2025 investor letter, showing a 0.43% return compared to -1.32% for the MSCI AC World Net Index. Industrials and Consumer Discretionary were top sector contributors, while Information Technology and Energy detracted. Europe was a top contributor, while emerging markets detracted.
Taiwan Semiconductor Manufacturing Company (TSM) was highlighted in the investor letter, with a 15.42% one-month return and 30.49% gain over the last 52 weeks. TSM stock closed at $228.57 per share on June 27, 2025, with a market cap of $1.168 trillion.
In the Q1 2025 investor letter, Hardman Johnston Global Equity Strategy mentioned that TSMC posted strong results and a bullish outlook for 2025. The stock price correction was related to concerns in the AI semis landscape, leading to an attractive valuation opportunity. TSM is in the 9th position among the 30 most popular stocks among hedge funds.
Taiwan Semiconductor Manufacturing Company Limited (TSM) is featured in multiple articles discussing its potential as an investment. While TSM shows promise, AI stocks are seen as offering greater upside potential with less downside risk. Investors are encouraged to explore undervalued AI stocks for potential gains.