Previous 10 | Next 10 |
home / stock / asmlf / asmlf news
Semiconductor and semiconductor equipment revenue growth has witnessed double-digit growth in 2021, reflected by comparable growth in the SOX. Growth in these sectors will continue in 2022 due to strong post-COVID demand. A semiconductor "shortage" and plan for geographic self-suf...
I name my top 10 stock picks for 2022 and discuss what criteria I'd use for making such a concentrated portfolio. The focus of this mini portfolio is on the macro trends of cloud computing and e-commerce. I compare this portfolio to the indexes on a variety of metrics. For f...
GLOBALFOUNDRIES reported their first quarterly GAAP profit in at least 3 years. Analysts have issued upgrades, but I am less enthusiastic. Before the recent IPO, they were owned by the UAE sovereign wealth fund who badly underinvested in the business. The IPO was for the UAE to ca...
Outsider Growth Investing is a research service focused on secular growth themes: Digital payments / fintech, semiconductors, 5G / IoT / big data, electric vehicles, and the metaverse. This is a service for long-term investors who want to be exposed to these investment themes, through...
ASML Holding N.V. (ASML) UBS Global TMT Virtual Conference December 7, 2021 01:00 p.m. ET Company Representatives Skip Miller - Head of IR Pete Convertito - Head of IR, North America Conference Call Participants Francois-Xavier Bouvignies - UBS Presentation Francois-Xavier Bouvignies Hi every...
FDEU was the 2nd-ranked DxY fund in our recent Quality CEF report. FDEU achieves full distribution coverage through investment into high dividend stocks. However, value and options strategy has caused underperformance vs. benchmark. Wide discount provides an attractive entry p...
Semiconductors are an important and fast growing sector, but they can be difficult to understand. There are dozens of semiconductor companies that each play a unique role in the ecosystem. This article will deep dive into the semiconductor industry and highlight what I believe are...
KLA topped all major equipment suppliers with a YoY growth of 42.6% in 2021. The move to 5nm and 3nm nodes with smaller dimensions will be a major tailwind for the metrology/inspection market. KLA topped all major peers with the highest gross profit margins and highest Quant ...
ASML is supplying the critical extreme ultraviolet lithography machines for the leading-edge foundries. It has no competitors in this market. Investors have been willing to pay up for its dominance in this market. However, its current valuation looks stretched, as growth is expect...
Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...
News, Short Squeeze, Breakout and More Instantly...
ASML reports €6.2 billion total net sales and €1.6 billion net income in Q2 2024 ASML continues to expect 2024 total net sales to be similar to 2023, supported by a strong second half year VELDHOVEN, the Netherlands, July 17, 2024 – Today, ASML Holding N...
ASML discloses 2024 AGM results Veldhoven, the Netherlands, April 24, 2024 – ASML Holding N.V. (ASML) today announces the results of its Annual General Meeting (AGM) held on April 24, 2024. The 2024 AGM marks the end of the terms of Peter Wennink and Martin van den Brink as Presi...
ASML reports €5.3 billion total net sales and €1.2 billion net income in Q1 2024 2024 outlook unchanged VELDHOVEN, the Netherlands, April 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 first-quarter results. Q1 total net sales of &...