
Taiwan chipmaker TSMC went ex-dividend on Thursday, dropping NT$3.5 per share but recovering almost instantly. The stock briefly touched NT$935, before closing up 1.49% at NT$919. Former company CEO Morris Chang is expected to receive NT$437 million in dividends, if he still holds all the shares he owned upon retirement.
According to Forbes magazine, TSMC founder Morris Chang is now worth over US$3.3 billion. These days, he’s riding high on TSMC dividends.
On Wednesday, TSMC’s American depositary receipts surged by 4%, closing at US$172.98. The stock went ex-dividend on the Taiex on Thursday, paying out NT$3.5 per share to open at NT$923. But it recovered almost instantly, hitting a record NT$935 at its peak before closing at NT$919, up 1.43%. Its market value now stands at NT$23.83 trillion.
Winson Wang
Market analyst
TSMC’s stock price is now above NT$900, so even the slightest rise will recover the dividend. What’s more, the current market situation is very favorable for TSMC. Not only is Wall Street going strong, TSMC’s own fundamentals are excellent.
When Chang retired as TSMC chair in June 2018, he owned 125,000 shares. If he had maintained his holdings, he pocketed NT$437 million in dividends on Thursday. Former TSMC chair Mark Liu, with his 12,913 shares, earned NT$45.19 million. Company CEO C.C. Wei, with 6,392 shares, received NT$22.37 million. The Executive Yuan’s National Development Fund, a major institutional shareholder, received NT$5.78 billion.
Winson Wang
Market analyst
Taiwan’s EPS could challenge NT$50 next year. Assuming a price to earnings ratio of 20, TSMC’s stock price could reach NT$1,000.
Amid the AI frenzy, TSMC has emerged as one of the world’s most valuable companies, beating out rivals Samsung and Intel. Its 3 nanometer process is booked until 2026 by clients including Apple, Qualcomm, Nvidia, and AMD. Experts say it’s only a matter of time before TSMC hits NT$1,000.
For more Taiwan news, tune in:
Sun to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53
聯準會「鴿」聲響,美股收紅、台股大漲263點、攻上22312點歷史新高,護國神山台積電又上演「秒填息」,一度飆到935元,尾盤收919元。週四台積電除息股利3.5元,也讓持有12.5萬張台積電的創辦人張忠謀,單日進帳4.37億元。
富比士統計,台積電創辦人張忠謀,身價超達33億美元。每回台積電除權息還能領到大紅包。
週三台積電ADR大漲4.4%,收在172.98美元,週四除息3.5元,開盤跳空923元開出,再度上演「秒填息」,盤中一度衝上935元、歷史新高價,尾盤收在919元、漲1.43%,市值達23.83兆元。
[[分析師 王榮旭]]
“台積電股價已經站上900元,稍微漲一點點就填息了,更何況目前盤勢非常有利台積電股價表現,除了美股強勢之外,再來台積電本身條件夠好。”
2018年6月,張忠謀退休時公告、持股12.5萬張,如果他一張不賣,這次可進帳4.37億;台積前董座劉德音1萬2913張,大約可領4519.3萬;至於董事長魏哲家持股6392張,也可以領到2237.3萬元;而大股東國發基金大約入袋57.87億元。
[[分析師 王榮旭]]
“明年台積電EPS應該有機會挑戰50元,如果本益比抓20倍的話,台積電股價就有可能挑戰千元大關。”
這波AI浪潮,台積電很甩三星、英特爾成為最大贏家,蘋果、高通、輝達、超微包下3奈米製程產能,訂單排到2026年,分析師認為,台積電晉升千金股,指日可待。
更多新聞內容,請鎖定:
民視台灣台(152頻道)週日至週五晚上9:30
民視新聞台(53頻道)週二至週六凌晨1:00
Related News