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ASML Holding NV (ASML NA)
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199
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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 world wide.
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bullish
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MSCI ACWI Index
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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
•
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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bullish
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MSCI ACWI Index
•
15 Oct 2020 05:55
Global Equity Strategy: Bullish Outlook Intact
Read our complete International Strategy document to find detailed comments and recommendations for each of our 12 Sectors.
Vermilion Research
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275 Views
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