The striking part, on the evidence available, is the timing of that expectation. These are not forecasts attached to a weak quarter in need of a rebound. MarketWatch says the calls come after TSMC already posted a record-breaking third-quarter figure.
That does not tell us why the banks are still looking for growth, or which businesses they think are carrying it. The available source is only an RSS summary, not the full article, analyst notes or company materials. Still, the narrow fact it does support is useful enough: two large Wall Street banks are looking past a record quarter and still expecting the line to keep moving higher.
Marcus Azzopardi
Sophia Borg
Harvey Jr.
Gabriel Fenech