2026 Q2 -tulosraportti
14 päivää sitten
‧1 t 9 min
0,8798 USD/osake
Irtoamispäivä 16.9.
0,70%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 15.1. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·18 t sittenROIC: Around 30-35 %. ROCE: Around 35-40 %. EPS growth: Long-term potential of 15-20 % per year. Buybacks: No significant share buybacks – profit is primarily invested in new production capacity. Dividend: Around 1.5-2.0 % per year. Expected long-term return If TSMC continues to execute as today: EPS growth: 15-20 % Dividend: 1.5-2.0 % Buybacks: 0 % Expected total long-term return: approx. 16-22 % per year.
Why did AI stocks fall? In my view and with extensive use of Chat GPT for reviewing reports etc., it is primarily due to lower valuations, not weaker quarterly reports. The market has become more concerned with price than with growth alone. What remains this week: Apple and Amazon will be the next important pieces. Amazon will be particularly interesting because AWS is one of the largest AI platforms, while Apple must show that AI is starting to contribute more to growth. My conclusion The figures so far show no signs that the AI boom is slowing down. On the contrary, we still see: * high revenue growth, * very strong margins, * and record-high investments. I therefore believe that the stock price drop in recent weeks is more due to a repricing of high valuations than the AI story becoming weaker. If Apple and Amazon also deliver good figures, I believe the market can gradually recover some of the recent decline. Fundamentally, I believe the AI case today actually seems stronger than it did a few months ago, even though stock prices have fallen. It is precisely such periods that differentiate between short-term market sentiment and long-term company development. "Exciting" weeks, months, and years it will be anyway 😉🤟
·2 päivää sittenWhat's happening here? Lately, it has really gone down.
I think TSMC is doing shockingly well compared to everything else semiconductor related! Regret not having bought more earlier as a hedge, when one wants to be in the sector. And one can hardly wonder why it's going down, when you see the total collapse happening in the other AI/chip-related companies, every time a new and excellent earnings report comes out! But where the announcement is that capex is increasing, which should be good for those who profit from the investments, but somehow they are punished instead 🤷♂️.
·2 päivää sittenConsidering buying… What do you think, does this have potential?
Thursday evening, the reports for Meta and Microsoft are being released. Capex there will be very crucial for the further stock price direction.- ·21.7.Man, pretty great to have bought some for 388 last Friday only!
If I had been liquid, I would also have exploited the situation. Unfortunately, I wasn't.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
14 päivää sitten
‧1 t 9 min
0,8798 USD/osake
Irtoamispäivä 16.9.
0,70%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·18 t sittenROIC: Around 30-35 %. ROCE: Around 35-40 %. EPS growth: Long-term potential of 15-20 % per year. Buybacks: No significant share buybacks – profit is primarily invested in new production capacity. Dividend: Around 1.5-2.0 % per year. Expected long-term return If TSMC continues to execute as today: EPS growth: 15-20 % Dividend: 1.5-2.0 % Buybacks: 0 % Expected total long-term return: approx. 16-22 % per year.Why did AI stocks fall? In my view and with extensive use of Chat GPT for reviewing reports etc., it is primarily due to lower valuations, not weaker quarterly reports. The market has become more concerned with price than with growth alone. What remains this week: Apple and Amazon will be the next important pieces. Amazon will be particularly interesting because AWS is one of the largest AI platforms, while Apple must show that AI is starting to contribute more to growth. My conclusion The figures so far show no signs that the AI boom is slowing down. On the contrary, we still see: * high revenue growth, * very strong margins, * and record-high investments. I therefore believe that the stock price drop in recent weeks is more due to a repricing of high valuations than the AI story becoming weaker. If Apple and Amazon also deliver good figures, I believe the market can gradually recover some of the recent decline. Fundamentally, I believe the AI case today actually seems stronger than it did a few months ago, even though stock prices have fallen. It is precisely such periods that differentiate between short-term market sentiment and long-term company development. "Exciting" weeks, months, and years it will be anyway 😉🤟
- ·2 päivää sittenWhat's happening here? Lately, it has really gone down.I think TSMC is doing shockingly well compared to everything else semiconductor related! Regret not having bought more earlier as a hedge, when one wants to be in the sector. And one can hardly wonder why it's going down, when you see the total collapse happening in the other AI/chip-related companies, every time a new and excellent earnings report comes out! But where the announcement is that capex is increasing, which should be good for those who profit from the investments, but somehow they are punished instead 🤷♂️.
- ·2 päivää sittenConsidering buying… What do you think, does this have potential?Thursday evening, the reports for Meta and Microsoft are being released. Capex there will be very crucial for the further stock price direction.
- ·21.7.Man, pretty great to have bought some for 388 last Friday only!If I had been liquid, I would also have exploited the situation. Unfortunately, I wasn't.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 15.1. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
2026 Q2 -tulosraportti
14 päivää sitten
‧1 t 9 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 15.1. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
0,8798 USD/osake
Irtoamispäivä 16.9.
0,70%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·18 t sittenROIC: Around 30-35 %. ROCE: Around 35-40 %. EPS growth: Long-term potential of 15-20 % per year. Buybacks: No significant share buybacks – profit is primarily invested in new production capacity. Dividend: Around 1.5-2.0 % per year. Expected long-term return If TSMC continues to execute as today: EPS growth: 15-20 % Dividend: 1.5-2.0 % Buybacks: 0 % Expected total long-term return: approx. 16-22 % per year.Why did AI stocks fall? In my view and with extensive use of Chat GPT for reviewing reports etc., it is primarily due to lower valuations, not weaker quarterly reports. The market has become more concerned with price than with growth alone. What remains this week: Apple and Amazon will be the next important pieces. Amazon will be particularly interesting because AWS is one of the largest AI platforms, while Apple must show that AI is starting to contribute more to growth. My conclusion The figures so far show no signs that the AI boom is slowing down. On the contrary, we still see: * high revenue growth, * very strong margins, * and record-high investments. I therefore believe that the stock price drop in recent weeks is more due to a repricing of high valuations than the AI story becoming weaker. If Apple and Amazon also deliver good figures, I believe the market can gradually recover some of the recent decline. Fundamentally, I believe the AI case today actually seems stronger than it did a few months ago, even though stock prices have fallen. It is precisely such periods that differentiate between short-term market sentiment and long-term company development. "Exciting" weeks, months, and years it will be anyway 😉🤟
- ·2 päivää sittenWhat's happening here? Lately, it has really gone down.I think TSMC is doing shockingly well compared to everything else semiconductor related! Regret not having bought more earlier as a hedge, when one wants to be in the sector. And one can hardly wonder why it's going down, when you see the total collapse happening in the other AI/chip-related companies, every time a new and excellent earnings report comes out! But where the announcement is that capex is increasing, which should be good for those who profit from the investments, but somehow they are punished instead 🤷♂️.
- ·2 päivää sittenConsidering buying… What do you think, does this have potential?Thursday evening, the reports for Meta and Microsoft are being released. Capex there will be very crucial for the further stock price direction.
- ·21.7.Man, pretty great to have bought some for 388 last Friday only!If I had been liquid, I would also have exploited the situation. Unfortunately, I wasn't.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt