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ASML Holding NV (ASML US)
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122
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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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Intel Corp
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18 Dec 2020 11:37
Intel. How Did We Get Here And Where Are We Going?
Despite unprecedented demand for their products and record revenues, Intel's share price is bouncing off its March pandemic lows, close to where it...
William Keating
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430 Views
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bullish
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MSCI ACWI Index
•
10 Dec 2020 20:56
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
Vermilion Research
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246 Views
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bullish
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Thematic (Sector/Industry)
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24 Nov 2020 12:05
Semiconductor WFE. On Track For ~20% YoY Growth Despite US China Restrictions.
Despite the double headwinds of COVID-19 and US China trade restrictions, the semiconductor WFE segment is turning in an outstanding performance...
William Keating
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272 Views
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bullish
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S&P 500 INDEX
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19 Nov 2020 06:00
U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
Vermilion Research
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179 Views
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bearish
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Taiwan Semiconductor (TSMC)
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27 Oct 2020 22:48
TSMC: A Comparative Valuation
In this insight, I make a comparative valuation by looking at two value-chain companies, both dominant in their own right, namely TSMC’s largest...
Wium Malan, CFA
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253 Views
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