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Top related persons:
Goldman Sachs - 2 Daiki Takayama - 2 Goldman - 2 Hynix - 1 it's bullish - 1 Hai - 1 CNBC's Michael Bloom - 1 TSMC - 1
Top related locs:
SK Hynix South Korean Taiwan Shanghai Asia New Taiwan
Top related orgs:
SK Hynix South - 1 SK Hynix South Korean chipmaker SK Hynix - 1 Korean - 1 Taiwan Semiconductor Manufacturing Company - 1 Electronics - 1 Industrial - 1 Renesas Electronics - 1 Apple - 1

Search resuls for: "Daiki Takayama"


3 mentions found


☆ TSMC and more: Goldman Sachs loves these Asian tech stocks, giving one 37% upside
  + stars: | 2024-01-12 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +3 min
"While we expect a very modest cyclical recovery as a whole, we continue to look for opportunities among individual stocks," Goldman Sachs' analysts, led by Daiki Takayama, wrote in the note, naming buy-rated names — including four conviction list stocks — to play the theme. The bank's conviction list comprises its top buy-rated stock ideas that are expected to beat the market. SK Hynix South Korean chipmaker SK Hynix was among the stocks that made Goldman's list of buy-rated names that are also on its conviction list. Goldman gave the stock a price target of 3,300 Japanese Yen ($22.78) implying upside of around 37.7%. Meanwhile, the bank has a target price of 29 Chinese yuan ($4.07) on Foxconn, giving it around 124.6% potential upside.
Persons: Goldman Sachs, Daiki Takayama, Hynix, Goldman, it's bullish, Hai, CNBC's Michael Bloom Organizations: SK Hynix South, SK Hynix South Korean chipmaker SK Hynix, Korean, Taiwan Semiconductor Manufacturing Company, Electronics, Industrial, Renesas Electronics, Apple Locations: SK Hynix South Korean, Taiwan, Shanghai
☆ TSMC, Alibaba and more: Goldman reveals AI stocks in its 'conviction list' — giving one 105% upside
  + stars: | 2023-10-26 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +3 min
Here are some of the other stocks in Goldman's conviction list. Aside from TSMC, Goldman's conviction list stocks in this category include Chinese tech giant Hon Hai Precision Industry and Japanese electronics manufacturing company Ibiden . AI-empowered names The bank's conviction list stocks in this category include Chinese machine industry player Envicool , Japanese video game publisher Bandai Namco Entertainment and industrial equipment company Keyence . Goldman has an 83,000 yen price target on Keyence, giving it an upside of 56.7%. Stocks that are both Goldman named Chinese tech giants Alibaba and Baidu as its conviction list stocks that are both in the business of enabling and empowering AI.
Persons: Goldman Sachs, Daiki Takayama, TSMC, Goldman, Hai —, Envicool, Alibaba, — CNBC's Michael Bloom, Sheila Chiang Organizations: Taiwanese Semiconductor Manufacturing Company, New, Companies, Precision Industry, Bandai Namco Entertainment, Bandai Namco, Baidu, Alibaba Locations: Asia, New Taiwan
☆ Goldman Sachs says Asia tech is about to rebound — and reveals a chip stock to play it
  + stars: | 2023-01-13 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
But Goldman Sachs believes the region's tech sector is headed for a "major bottom" — and subsequent upturn — in the first half of 2023, which could open the door for investors to jump back into Asia tech stocks. Investors seeking to cash in should act early, according to Takayama, who said stock prices will "rebound rapidly." TSMC among top picks One of Goldman's top picks is chip behemoth Taiwan Semiconductor Manufacturing Company . Fourth-quarter revenue at TSMC rose 43% to 625.5 billion Taiwan dollars, which fell short of estimates, according to FactSet data. Nevertheless, TSMC remains an analyst favorite, with 90% of analysts covering the stock giving it a buy rating, according to FactSet.
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