Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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ASML 3Q2019 Results: Logic Drives Strong Revenues While EUV Supports Recovery in Margins
ASML reported its 3Q2019 results on Wednesday (16th October 2019) which saw revenues grew 7.6% YoY while operating profit for the quarter declined...
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U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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North American WFE Billings Trend, Analysis, & Forecast Q32019.
North American Wafer Fab Equipment (NA-WFE) monthly billings have stagnated around the $2 billion mark, roughly back to where they were two years...
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ASML: Transition to EUV Lithography Should Boost Company’s Top-Line and Margins
ASML (ASML NA) is the market leader in the semiconductor lithography segment with a share of about 85% and is the only maker of EUV lithography...
429 Views