ASMLF News and Press, ASML Holding NV

2024-06-26 23:16:15 ET Summary Lone Pine Capital's 13F portfolio value increased to $12.67B with 26 holdings, top positions include Meta Platforms, Taiwan Semi, and Microsoft. New stakes in Vistra Corp, Spotify Technology, AppLovin Corp, McKesson Corp, and Constellation Energy wer...

2024-06-22 10:00:00 ET Summary ASML has recorded another impressive rally of +24.4% from our recommended entry point of $850s, with the much-needed pullback materializing by early May 2024. Despite so, we are still recommending a Buy upon the next dip to $900s, with the company re...

2024-06-19 19:47:42 ET Summary Coatue Management's 13F portfolio value increased from $23.84B to $25.50B this quarter, with around 75 individual stock positions. New stakes include Qualcomm, Broadcom, Dell Technologies, and Constellation Energy, while stakes in Apple, Walt Disney,...

2024-06-11 11:25:13 ET Summary The BlackRock Enhanced International Dividend Trust offers attractive geographical diversification and a high level of income with a yield of 7.28%. The BGY closed-end fund's lower yield compared to similar funds appears to be partly due to its less ...

2024-06-10 04:24:59 ET Summary In late 2022 and early 2023, I repeatedly gave ASML bullish coverage. I didn't buy the stock myself but instead made an investment in the related but cheaper TSMC. Since I last wrote about it, ASML has risen 52% and outperformed the S&P 500 by 20...

2024-06-06 07:22:03 ET Summary ASML has a dominant market share in lithography and a monopoly on EUV technology, positioning the company to benefit from AI and other growth trends. ASML's business model generates long-term revenue growth at high margins, with potential margin expa...

2024-06-05 11:30:00 ET Summary ASML stock has recovered most of its April losses, demonstrating incredible resilience. The AI gold rush is expected to benefit ASML significantly. China's push for chip self-sufficiency should also spur demand for ASML's more mature lithography ...

2024-06-03 12:47:45 ET Summary Tokyo Electron showed it is on its way to a recovery in 2024 following two years of underperforming peers. TEL held a dominant share of Dielectric Etch, a 90% share of resist coating systems, and is the #3 company in the global semiconductor industry...

2024-05-29 11:30:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...

2024-05-29 10:30:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...