
Semiconductor giant TSMC has approved a performance-based bonus totaling more than NT$121.4 billion to be handed out over the course of the year. With the current 65,000 employees, that’s an average bonus of about NT$1.87 million per person. But not all is looking rosy in the future. Berkshire Hathaway has disclosed that it has cut its holding of TSMC’s American depositary receipts by 86%. After the news emerged, TSMC shares shed NT$20 to close down 3.67% at NT$525 on Wednesday. Let’s hear from an analyst.
Vivian Chang
Analyst
The holding was a very important force that propped up TSMC shares from a valley. So how will the world interpret this sale? There’s still mixed views. Meanwhile, Goldman Sachs has been buying more shares. It is a normal market transaction. I think there is a bit of an overreaction to Berkshire Hathaway’s cut.
On Wednesday, foreign investors sold a net NT$8.1 billion. Trading volume of TSMC shares tripled, to more than 60,000. Analysts say some investors, mostly retail investors, may be fretting over nothing. Overall the Taiex closed down 1.42%, following a fall in U.S. shares. The fall comes after the announcement of a higher-than-expected January consumer price index in the U.S., at a 6.4% 12-month increase.
台積電宣布去年分紅超過1214億元,換算下來,6.5萬名員工平均每位可以分到186.6萬元。不過,股神巴菲特重砍台積電持股達86%,消息傳出後,台積電ADR盤後股價重挫超過4%,影響台積電股價大跌20元,來到525元,跌幅達3.67%。
[[分析師 張甄薇]]
“(台積電股價)低谷時候爬上來,(巴菲特)是非常重要的力量,但是全世界在這一次的減持會怎麼解讀,現在還在醞釀,高盛其實人家都是加持,這是一個正常的市場交易現象,擴大去解釋巴菲特這個動作,我倒覺得是有點反應過度”
今日外資僅賣超台股81餘億元,但台積電單日成交量放大三倍到6萬多張,分析師認為是內資恐慌,散戶所為居多。加上美國昨晚公布1月消費者物價指數,年增"6.4%",超乎市場預期,美股下挫,雙重影響下讓台股終場也下跌1.42%。
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