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ASML Holding NV (ASML US)
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142
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 worldwide.
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bearish
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Thematic (Sector/Industry)
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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...
Fabricated Knowledge
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297 Views
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bullish
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Kokusai Electric
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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.
Sumeet Singh
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535 Views
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bearish
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Thematic (Sector/Industry)
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23 Oct 2023 14:58
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Syndicated
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...
Caixin Global
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231 Views
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bearish
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Macroeconomics
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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.
Jeroen Blokland
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479 Views
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bearish
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ASML Holding NV
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20 Oct 2023 11:22
ASML's Gloomy Outlook Sinks Semis
ASML forecasting 2024 as a zero growth year as order intake in Q323 falls to €2.6 billion, massively down from the €8.9 billion in the year-ago...
William Keating
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518 Views
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