ASMLF News and Press, ASML Holding NV From 02/08/24

2024-02-08 04:58:53 ET Summary Photronics is a market leader in the photomask industry, with a less cyclical nature compared to the industry. The company enjoys a growing Total Addressable Market and stands to benefit from the surge in AI. Photronics has a significant amount o...

2024-02-07 02:30:31 ET Summary Fisher's 13F portfolio value increased by approximately 15% to $203 billion in Q4 2023. The number of holdings decreased from 1168 to 1161, with significantly large positions decreasing from 66 to 65. The top five individual stock positions in th...

2024-02-02 12:32:50 ET Summary In 2024 January, the NATO friendly DPP party won the Taiwanese elections, raising the risks of a Chinese military intervention. Taiwan Semiconductor plays a crucial role in global supply chains, and a fallout would have grave consequences. U.S. C...

2024-02-01 23:37:42 ET Summary ASML represents a promising investment opportunity in the semiconductor equipment industry. DCF analyses reveal fair price ranges and future price projections, with models suggesting potential annual returns ranging from 16.8% to 21.5%. Despite s...

2024-02-01 15:23:25 ET Summary ASML Holding N.V. recently published its Q4 and annual 2023 results. A strong increase in net bookings could signal that the bottom of the semiconductor market cycle is fading, and the company can gear up for strong future growth. 2024 will likel...

2024-01-29 09:28:21 ET Summary Semiconductor equipment revenues decreased less than expected in 2023, as a memory downturn pushed 2022 sales into 2023. Imports of equipment used in chip production in China surged by 14% in 2023, reaching nearly $40 billion, pulling in sales from 2...

2024-01-29 05:46:06 ET Summary The BlackRock Enhanced International Dividend Trust is a closed-end fund that offers high current income from foreign stocks. BGY's recent performance has been flat, but when considering distributions, it has delivered a 44.12% total return over the ...

2024-01-28 11:00:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Global Advantage Fund® (the Fund) was up 14.8% (Institutional Shares) durin...

2024-01-27 03:34:33 ET Summary Investing in companies without dividend distribution and capitalizing on compound interest is advantageous due to tax benefits. However, some investors, myself included, prefer companies that pay dividends for the sake of short-term gains and a sense...

2024-01-24 14:30:23 ET Summary ASML Holding N.V. reported Q4 earnings today (January 24, 2024). Although shares are trading 10% higher, it is not clear if enough new information has come to light to warrant a significant revaluation. The company's Q4 bookings were impressive, ...