bearish

Lasertec Corp

Lasertec (6920 JP): Further to Fall

265 Views23 Apr 2024 20:02
Lasertec is down more than 20% but still looks overvalued as weak orders at ASML, disappointing guidance at TSMC and uncertain equipment demand at Intel threaten its growth trajectory. Sell.
What is covered in the Full Insight:
  • Recent decline in Lasertec's share price
  • Weak orders at ASML impacting Lasertec's business
  • Disappointing guidance from TSMC
  • Doubts about Intel's equipment purchases
  • Adoption of EUV lithography by Memory makers
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Scott Foster
Senior Technology Analyst, Japanese Equities
LightStream Research
JapanInformation TechnologyEquity Bottom-UpThematic (Sector/Industry)
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