- ASMIY has benefited from favorable conditions in the WFE market, something clearly reflected in how the stock has performed recently.
- The case for long ASMIY has a number of things going in its favor, including the fact that ALD is very likely to gain prominence in the future.
- ASMIY has gained more than many of its competitors, even though it has not grown as fast and trades at higher multiples.
- ASMIY goes up against other compelling options, which makes long ASMIY a more difficult proposition than at first assumed.
For further details see:
ASM International Is Getting Out Of Sync Vs. The Competition