voda schreef op 7 juni 2024 06:59:
Riding The Chip Wave: Can ASML Maintain Momentum
Jun. 06, 2024 7:22 AM ET ASML Holding N.V. (ASML) Stock, ASMLF StockTSM 2 Comments
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 expansion by 2030.
- Recent order volatility has led to a weak start to the year, but there are signs of improvement in EUV trends, particularly in orders and revenue per unit.
- Stock has regained momentum and is attempting a break out into all-time highs.
Voor meer, zie link:
seekingalpha.com/article/4697729-ridi...