TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED Toevoegen aan een lijst
Financiën Taiwan Semiconductor Manufacturing Company Limited
Aandelen
2330
TW0002330008
Halfgeleiders
|
slotkoers
Andere beurzen
|
Variatie 5 dagen | Verschil t.o.v. 1 jan (%) | ||
| 782 TWD | +2,09% |
|
+4,27% | +31,87% |
| 25/04 | KLA Corp verwacht meer kwartaalomzet dan verwacht nu AI de vraag naar chips aanwakkert | RE |
| 25/04 | Nieuwe ASML baas Fouquet moet navigeren door VS/China chipoorlog | RE |
Totale waarde
| Fiscaal tijdperk: december | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Marktkapitalisatie 1 | 8.582.956 | 13.743.101 | 15.947.184 | 11.629.776 | 15.377.718 | 20.281.194 | - | - |
| Bedrijfswaarde 1 | 8.174.930 | 13.428.194 | 15.611.753 | 10.921.940 | 14.613.266 | 19.319.212 | 18.812.478 | 18.057.823 |
| K/w-verhouding | 24,8 x | 26,5 x | 26,7 x | 11,4 x | 18,3 x | 20 x | 16,1 x | 14 x |
| Dividendrendement | 2,87% | 1,89% | 1,79% | 2,45% | 2,19% | 1,89% | 2,11% | 2,51% |
| Marktkapitalisatie/omzet | 8,02 x | 10,3 x | 10 x | 5,14 x | 7,11 x | 7,43 x | 6,21 x | 5,45 x |
| Bedrijfswaarde/omzet | 7,64 x | 10 x | 9,83 x | 4,82 x | 6,76 x | 7,08 x | 5,76 x | 4,85 x |
| Bedrijfswaarde/EBITDA | 12,4 x | 14,9 x | 14,6 x | 7,01 x | 10,1 x | 10,5 x | 8,38 x | 7,06 x |
| Bedrijfswaarde/FCF | 52,8 x | 42,6 x | 57,2 x | 20,7 x | 50 x | 29,8 x | 21,7 x | 15,3 x |
| FCF Yield | 1,89% | 2,35% | 1,75% | 4,83% | 2% | 3,35% | 4,62% | 6,53% |
| Price to Book | 5,29 x | 7,43 x | 7,35 x | 3,95 x | 4,45 x | 4,86 x | 4,02 x | 3,34 x |
| Aantal aandelen (in duizenden) | 25.930.380 | 25.930.380 | 25.930.380 | 25.930.380 | 25.932.071 | 25.935.031 | - | - |
| Referentieprijs 2 | 331,0 | 530,0 | 615,0 | 448,5 | 593,0 | 782,0 | 782,0 | 782,0 |
| Datum van publicatie | 16/01/20 | 14/01/21 | 13/01/22 | 12/01/23 | 18/01/24 | - | - | - |
1TWD in Miljoen2TWD
Geschatte gegevens
Evolutie van de resultatenrekening (Jaargegevens)
| Fiscaal tijdperk: december | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Omzet 1 | 1.069.985 | 1.339.255 | 1.587.415 | 2.263.891 | 2.161.740 | 2.729.503 | 3.268.198 | 3.720.486 |
| EBITDA 1 | 659.585 | 898.509 | 1.072.376 | 1.558.533 | 1.453.657 | 1.843.087 | 2.244.806 | 2.558.540 |
| Bedrijfsresultaat (EBIT) 1 | 372.701 | 566.784 | 649.981 | 1.121.279 | 921.466 | 1.141.115 | 1.425.552 | 1.659.129 |
| Operationele Marge | 34,83% | 42,32% | 40,95% | 49,53% | 42,63% | 41,81% | 43,62% | 44,59% |
| Resultaat voor belastingen (EBT) 1 | 389.850 | 584.777 | 663.126 | 1.144.191 | 979.170 | 1.195.778 | 1.480.623 | 1.693.190 |
| Nettowinst (verlies) 1 | 345.264 | 517.885 | 596.540 | 1.016.530 | 838.498 | 1.017.454 | 1.266.189 | 1.446.480 |
| Nettomarge | 32,27% | 38,67% | 37,58% | 44,9% | 38,79% | 37,28% | 38,74% | 38,88% |
| WPA 2 | 13,32 | 19,98 | 23,01 | 39,20 | 32,34 | 39,17 | 48,52 | 55,74 |
| Free Cash Flow 1 | 154.720 | 315.430 | 272.965 | 527.927 | 292.150 | 647.229 | 868.446 | 1.178.732 |
| FCF-marge | 14,46% | 23,55% | 17,2% | 23,32% | 13,51% | 23,71% | 26,57% | 31,68% |
| Kasstroomconversie (ebitda) | 23,46% | 35,11% | 25,45% | 33,87% | 20,1% | 35,12% | 38,69% | 46,07% |
| Kasstroomconversie (nettowinst) | 44,81% | 60,91% | 45,76% | 51,93% | 34,84% | 63,61% | 68,59% | 81,49% |
| Dividend per aandeel 2 | 9,500 | 10,00 | 11,00 | 11,00 | 13,00 | 14,78 | 16,51 | 19,64 |
| Datum van publicatie | 16/01/20 | 14/01/21 | 13/01/22 | 12/01/23 | 18/01/24 | - | - | - |
1TWD in Miljoen2TWD
Geschatte gegevens
Evolutie van de resultatenrekening (Kwartaalgegevens)
| Fiscaal tijdperk: december | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2023 S2 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Omzet 1 | 414.671 | 438.189 | 491.076 | 534.141 | 613.142 | 625.532 | 508.633 | 480.841 | 546.733 | 625.529 | 1.172.262 | 592.644 | 646.089 | 723.413 | 781.994 | 724.683 |
| EBITDA 1 | 278.031 | 293.435 | 334.892 | 375.349 | 415.669 | 432.623 | 341.561 | 325.897 | 375.346 | 410.853 | - | 408.041 | 435.923 | 497.689 | 532.222 | 507.934 |
| Bedrijfsresultaat (EBIT) 1 | 171.004 | 182.772 | 223.790 | 262.124 | 310.324 | 325.041 | 231.238 | 201.958 | 228.065 | 260.205 | - | 249.018 | 266.086 | 302.342 | 328.563 | 303.748 |
| Operationele Marge | 41,24% | 41,71% | 45,57% | 49,07% | 50,61% | 51,96% | 45,46% | 42% | 41,71% | 41,6% | - | 42,02% | 41,18% | 41,79% | 42,02% | 41,91% |
| Resultaat voor belastingen (EBT) 1 | 173.852 | 184.819 | 226.832 | 265.998 | 316.691 | 334.670 | 244.275 | 214.675 | 241.940 | 278.281 | - | 266.543 | 281.910 | 317.140 | 344.009 | 319.308 |
| Nettowinst (verlies) 1 | 156.259 | 166.232 | 202.733 | 237.027 | 280.866 | 295.904 | 206.987 | 181.799 | 211.000 | 238.712 | - | 225.485 | 227.914 | 272.219 | 297.974 | 273.082 |
| Nettomarge | 37,68% | 37,94% | 41,28% | 44,38% | 45,81% | 47,3% | 40,69% | 37,81% | 38,59% | 38,16% | - | 38,05% | 35,28% | 37,63% | 38,1% | 37,68% |
| WPA 2 | 6,030 | 6,410 | 7,820 | 9,140 | 10,83 | 11,41 | 7,980 | 7,010 | 8,140 | 9,210 | 17,35 | 8,700 | 8,790 | 10,50 | 11,49 | 10,53 |
| Dividend per aandeel 2 | 2,750 | 2,750 | 2,750 | 2,750 | 2,750 | 2,750 | 3,000 | 3,000 | 3,500 | 3,500 | - | 3,167 | 3,125 | 3,375 | 3,500 | 3,750 |
| Datum van publicatie | 14/10/21 | 13/01/22 | 14/04/22 | 14/07/22 | 13/10/22 | 12/01/23 | 20/04/23 | 20/07/23 | 19/10/23 | 18/01/24 | 18/01/24 | 18/04/24 | - | - | - | - |
1TWD in Miljoen2TWD
Geschatte gegevens
Balans
| Fiscaal tijdperk: december | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Nettoschuldpositie 1 | - | - | - | - | - | - | - | - |
| Nettokaspositie 1 | 408.026 | 314.907 | 335.431 | 707.836 | 764.452 | 961.982 | 1.468.716 | 2.223.372 |
| Hefboom (schuld/ebitda) | - | - | - | - | - | - | - | - |
| Free Cash Flow 1 | 154.720 | 315.430 | 272.965 | 527.927 | 292.150 | 647.229 | 868.446 | 1.178.732 |
| ROE (netto-inkomsten/eigen vermogen) | 20,9% | 29,8% | 29,7% | 39,8% | 26,2% | 26,1% | 27% | 26% |
| ROA (netto-inkomsten/totale activa) | 15,9% | 20,6% | 16,9% | 23,4% | 16% | 16,8% | 18% | 18% |
| Totale activa 1 | 2.177.470 | 2.512.761 | 3.528.908 | 4.345.141 | 5.248.584 | 6.062.753 | 7.039.618 | 8.049.303 |
| Nettoactief per aandeel 2 | 62,50 | 71,30 | 83,60 | 114,0 | 133,0 | 161,0 | 194,0 | 234,0 |
| Cashflow per aandeel 2 | 23,70 | 31,70 | 42,90 | 62,10 | 47,90 | 63,20 | 77,70 | 83,30 |
| Capex 1 | 460.420 | 507.239 | 839.196 | 1.082.672 | 949.820 | 950.005 | 1.080.521 | 1.152.078 |
| Capex/omzet | 43,03% | 37,87% | 52,87% | 47,82% | 43,94% | 34,81% | 33,06% | 30,97% |
| Datum van publicatie | 16/01/20 | 14/01/21 | 13/01/22 | 12/01/23 | 18/01/24 | - | - | - |
1TWD in Miljoen2TWD
Geschatte gegevens
WPA & Dividend
Historische koers/winstverhouding
Evolutie van de historische prestaties
Historische marktkapitalisatie/EBITDA
Trading rating
Beleggingsrating
ESG Refinitiv
A-
Verkoop
Koop
Gemiddeld advies
Kopen
Aantal analisten
30
Laatste slotkoers
782
TWD
Gemiddelde koersdoel
913
TWD
Spread / Gemiddelde doel
+16,75%
Herzieningen van WPA
| Vaira. 1 jan. | Kapi. | |
|---|---|---|
| +31,87% | 622 mld. | |
| +77,16% | 2.159 mld. | |
| +20,41% | 623 mld. | |
| +6,78% | 254 mld. | |
| +14,54% | 185 mld. | |
| +4,12% | 162 mld. | |
| -36,56% | 136 mld. | |
| +34,57% | 127 mld. | |
| +35,67% | 105 mld. | |
| +1,72% | 100 mld. |
- Beurs
- Aandelen
- Koers 2330
- Financiën Taiwan Semiconductor Manufacturing Company Limited
