Kempner Capital不顾高收入和买入评级,在Q3中将TSM股权削减了54.5%。 Kempner Capital slashed its TSM stake by 54.5% in Q3 despite strong earnings and a buy rating.

Kempner资本管理公司在第三季度将其在台湾半导体制造业(TSM)的股份减少了54.5%,持有价值约770万美元的27 592股股份,成为该基金第二大股权。 Kempner Capital Management reduced its stake in Taiwan Semiconductor Manufacturing (TSM) by 54.5% in the third quarter, holding 27,592 shares worth about $7.7 million, making it the fund’s second-largest holding. TSM报告收益丰厚,每股14.32美元,净利润43.72%,股本回报34.34%。 TSM reported strong earnings of $14.32 per share, a 43.72% net margin, and a 34.34% return on equity. 该公司将季度红利提高到9678美元,因此年收益率为1.3%。 The company raised its quarterly dividend to $0.9678, resulting in an annualized yield of 1.3%. 分析员维持“Buy”共识评级,目标为355美元。 Analysts maintain a “Buy” consensus rating with a $355 target. TSM的市场上限为1.57万亿美元,它仍然是全球AI、计算和移动应用的关键半导体供应商。 TSM’s market cap is $1.57 trillion, and it remains a key global semiconductor supplier for AI, computing, and mobile applications.