ENTITY
ASML Holding NV

ASML Holding NV (ASML US)

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Analysis
Information TechnologyNetherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients worldwide.
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24 Oct 2023 14:10

Kokusai Electric IPO: Trading Debut

The peers have modestly derated since the lowered IPO price range was announced on 10 October. However, the IPO price remains attractive. Our DCF...

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24 Oct 2023 10:32

Weekly Earnings (ASML, LRCX, TSMC, Nanya)

TSMC results came in much better than feared. Revenue was slightly weaker than expected and below consensus. This quarter's big story was margins...

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24 Oct 2023 08:51

Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test

KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.

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23 Oct 2023 14:58Syndicated

Four Things to Know About Tightened U.S. Rules Over Chip Exports to China

The U.S. on Tuesday announced an updated set of export controls over more cutting-edge artificial intelligence (AI) semiconductor and chip...

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bearishMacroeconomics
20 Oct 2023 16:06

The Weekly Market Monitor – Where’s the Plunge Protection Team?

China's National Team seems absent as Chinese stocks tumble, geopolitics take center stage, but still, Sentiment is not depressed enough.

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