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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 Feb 2021 12:51
Semiconductor WFE. Going From Strength To Strength.
Semiconductor WFE revenues grew by around 20% in 2020. We expect similar, if not stronger, growth in 2021. Here's why we see the sector going from...
William Keating
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257 Views
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bullish
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Thematic (Sector/Industry)
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09 Feb 2021 11:49
Semiconductor Memory Cycles. Where Are We At & Where Are We Going?
With the memory boom & bust cycle of the past three years in our rear view mirror, we posit that we are now entering a period of greater stability...
William Keating
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263 Views
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bullish
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Samsung Electronics
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06 Feb 2021 00:18
Samsung Electronics - M&A in the Cards?
Samsung Electronics' M&A desire. To me there is a clear target that can be done in the near future even with JY Lee in the can.
Ken S. Kim
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378 Views
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bullish
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S&P 500 INDEX
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26 Jan 2021 21:56
U.S. Equity Strategy: Downgrading Manufacturing & Transports
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary, Health Care, Manufacturing, and Technology
Vermilion Research
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248 Views
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bullish
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ASML Holding NV
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21 Jan 2021 16:14
ASML. Strong Earnings, Conservative Outlook Albeit With Significant Upside Potential.
ASML's 2021 double digit growth forecast seems overly conservative to us. We think there is potential upside that will add significantly to that...
William Keating
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338 Views
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