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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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Lvmh Moet Hennessy Louis Vuitton
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20 Nov 2021 02:56
Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
Vermilion Research
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334 Views
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bullish
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Cross Asset Strategy
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28 Sep 2021 03:29
Global Fund Positioning Update: Japan Lows, US Highs, UK Value Rotation, Tencent & Alibaba Exit
A detailed look at investor positioning among 380 active Global strategies, covering the major themes in country, sector and stock exposure.
Steven Holden
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314 Views
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bullish
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Thematic (Sector/Industry)
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24 Sep 2021 07:41
Does DRAM Need EUV?
Is EUV really necessary for DRAM? Samsung thinks so, while Micron disagrees. Whoever wins will enjoy a lower cost structure than the other. ...
Jim Handy
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359 Views
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bullish
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Cross Asset Strategy
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23 Sep 2021 07:47
EMEA Sectors Deep-Dive. Active Positioning in the EMEA Region
The last decade has seen EMEA weights drift ever lower. We look in detail at all sectors in the EMEA region, together with some of the key stocks...
Steven Holden
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352 Views
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bullish
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Thematic (Sector/Industry)
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27 Aug 2021 12:15
June Semiconductor Revenues Reach New Record
Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...
Jim Handy
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180 Views
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