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ASML Holding NV (ASML NA)
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200
Analysis
Information Technology
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Netherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients world wide.
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bullish
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Thematic (Sector/Industry)
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17 Apr 2023 21:34
The Innovations Portfolios - Week Twenty One
For the twenty-one weeks since inception ended 14 April the innovation small cap portfolio was up 5.9%, mid cap portfolio was up 4.4% and the large...
Pyari Menon
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262 Views
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bullish
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Thematic (Sector/Industry)
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03 Apr 2023 09:25
The Innovations Portfolios - Week Nineteen
For the nineteen since inception ended 31 March the innovation small cap portfolio was up 8.0%, the innovation mid cap portfolio was up 3.2% and...
Pyari Menon
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355 Views
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bearish
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KLA-Tencor Corp
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12 Mar 2023 15:38
MVIS US Listed Semiconductor 25 Index Rebalance: Big Flow, Small Impact
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 4.8% resulting in a one-way trade of US$356m. Stocks are...
Brian Freitas
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546 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2023 07:02
Good Morning Japan |SPX: Top-Left, Bottom-Right Feb;
[email protected]
; JP Baby Crisis; Nugget: CyberAgent
SPX closes Feb on the lows; Baby Crisis in Japan. Toshiba Deal in Doubt; Bullish Calbee Investment Plan; Chinese Real Estate Mkt looking up: +...
Mark Chadwick
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225 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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24 Feb 2023 04:30
AI Leaders Monitor: Nvidia, TSMC, ASML Trading Monitor - Nvidia Results Key Take-Aways
One can consider going Long a basket of Nvidia, ASML, and TSMC based on a structural growth thesis for AI demand. All three names hold important...
Vincent Fernando, CFA
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382 Views
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