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ASML 2022

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Catweazle schreef op 17 november 2022 21:35:

Voda, waar haal jij die dag/week/maand cijfers vandaan?
Ergens rechtsboven op IEX kun je de Markt Monitor selecteren. Daarmee kom je op een koersenscherm en daar kun je voor bijvoorbeeld de AEX instellen op de periode en hoe je het gesorteerd wilt hebben.
Uitstekende en meevallende cijfers AMAT. Alsmede sterke prognose.. dus ASML kan weer ff omhoog.

huseman1 schreef op 18 november 2022 07:32:

Uitstekende en meevallende cijfers AMAT. Alsmede sterke prognose.. dus ASML kan weer ff omhoog.
Goedemorgen, Hierbij de cijfers van AMAT:

Applied Materials, Inc.
Record quarterly revenue of $6.75 billion, up 10 percent year over year

Quarterly GAAP EPS of $1.85 and record non-GAAP EPS of $2.03, down 2 percent and up 5 percent year over year, respectively

Record annual revenue of $25.79 billion, up 12 percent year over year

Record annual GAAP EPS of $7.44 and record non-GAAP EPS of $7.70, up 16 percent and up 13 percent year over year, respectively
Hier nog een positief artikel van Bloomberg:

Here’s What Stock Pickers Tipped at Sohn Australia Conference.

Georgina Mckay
Fri, November 18, 2022, 12:49 AM
In this article:


(Bloomberg) -- ASML Holding NV, China Tourism Group Duty Free Corp., Nike Inc. and cash were among recommendations pitched by investors at the annual Sohn Australia conference on Friday.


Nick Griffin, chief investment officer of Munro Investment Holdings Pty Ltd., tipped Dutch semiconductor manufacturing equipment maker ASML on expectations that its earnings should accelerate, according to The Australian.

The stock has fallen in line with peers, but should see exponentially more growth in the future, he said. ASML shares are down about 20% this year, dragged by waning global demand for PC-related chips as customers shun big-ticket purchases.
Eventjes wachten tot de verkooporder aan de koers 570.00 euro uitgevoerd is...
Daarna kan het snel omhoog.
Nice guy

Skywatcher schreef op 18 november 2022 10:47:

Op naar de 600.
Ik blijf het zeggen: op naar de 1000 (3-5 jaar)
Oef, het is dankzij ING deze morgen die de AEX kar traag maar gestaag omhoog trok. Zij hebben een nieuwe koersdoel gekregen die veel hoger ligt. Hoe groener AEX in algemeen is hoe meer mensen durven instappen.
4 Green Flags for ASML's Future
By Leo Sun – Nov 18, 2022 at 5:10AM

ASML held its latest investor day on Nov. 11.
It raised its guidance for 2025 and initiated its guidance for 2030.
It expects to more than double production of top-tier chipmaking machines by 2025, and it doesn’t expect significant headwinds in China.
Motley Fool Issues Rare “All In” Buy Alert

The Dutch semiconductor equipment maker sees bright days ahead.
ASML Holding (ASML 2.14%) is one of the most important semiconductor equipment makers in the world. The Dutch company is the world's largest producer of photolithography systems, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of top-tier extreme ultraviolet (EUV) systems, which are required for the production of the world's smallest, densest, and most power-efficient chips.

ASML's monopolization of that crucial technology -- which is used by top foundries like Taiwan Semiconductor Manufacturing (TSM 2.56%), Samsung, and Intel (INTC 1.22%) -- makes it a linchpin and bellwether of the semiconductor industry. But that reputation is a double-edged sword: Persistent concerns regarding the deceleration of sales in the PC, smartphone, and cloud markets all caused ASML's stock to decline more than 30% from its all-time high of $870.85 a share last September.

But the stock recently rallied after it allayed some of those fears with its latest investor day presentation on Nov. 11. Let's review four green flags the company just raised regarding its long-term prospects, and why they suggest its stock could head much higher by the end of the decade.

1. ASML offered a big guidance boost for 2025 and beyond
During ASML's previous investor day last September, the company said it would generate 24 billion to 30 billion euros ($24.9 billion to $31 billion) in revenue in 2025, with a gross margin of 54% to 56%. It based those estimates on its "low" and "high" scenarios for wafer demand across the semiconductor industry.

But this time, ASML raised its 2025 guidance to 30 billion to 40 billion euros in revenue and kept its gross margin guidance at 54% to 56%. It also predicted that its annual revenue would reach 44 billion euros to 60 billion euros by 2030 with a gross margin of 56% to 60%.

The midpoint of that guidance implies ASML's annual revenue could reach a compound annual growth rate (CAGR) of 12% from 2021 to 2030. Its gross margin would also expand significantly from 52.7% in 2021 -- which isn't that surprising, since it has unmatched pricing power in the EUV market.

2. ASML is shrugging off concerns about China
ASML generated 15% of its system sales in China last year, but it only sells its lower-end deep ultraviolet (DUV) systems there. The Dutch government previously barred ASML from selling its EUV systems to China amid escalating concerns about Chinese chipmakers producing more-advanced chips.

The Biden administration recently banned all American companies from exporting advanced semiconductors, semiconductor equipment, and semiconductor services to China. But last month, ASML CEO Peter Wennink said all those bans would only have a "limited" impact on its system shipments in 2023 because it was only selling DUV systems in China.

Wennink reiterated that position during ASML's investor day presentation, saying that even if Chinese chipmakers couldn't expand their capacity from their current levels, those restrictions could cause a "temporary hiccup" but wouldn't alter its outlook for 2030 that much. He said that even if new manufacturing facilities aren't built in China, they would need to be built somewhere else to satisfy the market's growing demand for new chips.

3. An expansion of its annual capacity
In 2021, ASML sold 42 EUV systems, which cost $150 million to $200 million each and require multiple planes to ship. It's still delivering and installing these systems as rapidly as it can produce them, and it's even implementing fast shipments -- that skip part of the testing process and postpone billings for some customers -- to get them out the door faster.

Therefore, the market's demand for ASML's EUV systems is still outstripping its supply even as the semiconductor market cools off. That's because TSMC, Samsung, and Intel still need to continuously invest in smaller and denser chips to avoid falling behind the tech curve.

That's why ASML plans to increase its annual capacity to 90 EUVs and 600 DUVs (compared to 267 units in 2021) by 2025-2026. It also expects to kick off its shipments of next-gen "high-NA" EUV systems, which will enable its customers to produce even smaller chips, in 2023 -- and to ramp up its annual production capacity to 20 systems by 2027-2028.

4. ASML has a new share buyback plan
On top of all that rosy guidance, ASML announced a new share buyback plan of up to 12 billion euros ($12.4 billion), which will last through the end of 2025. That represents about 5% of ASML's current market cap, and would continue its consistent buybacks over the past decade:

ASML's stock isn't cheap at 32 times next year's earnings. But I believe its monopolization of a crucial chipmaking technology justifies that premium, and its recent investor day suggests it still has plenty of upside as it increases its capacity and launches new systems. Therefore, ASML is still an easy stock to buy and hold for long-term investors.

Bron:The Motley Fool
Wat gebeurde er vorige week bij
ASML? De (fraaie) nieuwe outlook
voor de lange termijn die ASML op
vrijdag 11 november zou presente-ren, werd plotseling een dag
daarvoor al verspreid, vlak voor de
Amsterdamse beurs sloot.
Aan de actie ging een, voor een
mondiaal bedrijf uit de Top-100,
zeldzame blunder vooraf. Op
donderdagmiddag kreeg een journa-list van IEX-nieuwspartner ABM
Financial News een seintje van een
handelaar: had hij al gezien dat er
een ASML-persbericht op de website
stond van SEC, de Amerikaanse
Wat bleek: het volledige bericht,
inclusief zonnige outlook, was daar
al gepubliceerd. Een mooie scoop
voor ABM, maar paniek bij ASML.
Volgens een woordvoerder heeft het
bedrijf ‘meteen actie ondernomen’
en alsnog een persbericht uitge-stuurd.
Toch was er minimaal een uur lang
sprake van ongelijkheid in de
toegang tot informatie onder
beleggers. ASML zegt te gaan
onderzoeken hoe dit heeft kunnen
gebeuren. Ook toezichthouder AFM
zal zich hier ongetwijfeld nog in gaan

Bron : email, kan geen link geven.

Monika L schreef op 18 november 2022 11:49:

Amerika zal hoger openen. Daarna mag de koers verder omhoog.
Nou, ze zijn open hoor... maar nu is het zeker wachten tot 16:00 uur -> VS verkopen bestaande woningen okt

""De daling van de LEI weerspiegelt de verslechterende vooruitzichten van de consument te midden van hoge inflatie en stijgende rentes", zei Ataman Ozyildirim van The Conference Board in een toelichting.

De Conference Board voorspelt dat de reële bbp-groei in 2022 1,8 procent op jaarbasis zal bedragen, "en een recessie begint waarschijnlijk rond het einde van het jaar en houdt tot medio 2023 aan"."(c)

The voice schreef op 18 november 2022 16:14:

Leve VS grrr
De beurs is in een maand tijd zo'n 100 punten geklommen. Het is en blijft nog steeds een bearmarket. De koers is veel te hard opgelopen er mag wel weer 5 a 10 procent vanaf.
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Vertraagd 1 dec 2023 17:39
Koers 637,500
Verschil +14,500 (+2,33%)
Hoog 640,400
Laag 626,500
Volume 626.510
Volume gemiddeld 579.194
Volume gisteren 837.686

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