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ASML 2022

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Goudmijn64 24 november 2022 18:00

quote:
Catweazle schreef op 24 november 2022 14:00:
Vicepremier Taiwan: TSMC gaat 31 miljard euro investeren in 1nm-chipfabriek

tweakers.net/nieuws/203758/vicepremie...

Het wordt voor de LT belegger steeds makkelijker om een keuze te maken waarin je komende jaren een positie moet hebben.
Er wordt voor de komende jaren heel veel geïnvesteerd in de chipmarkt.

Beertje 24 november 2022 18:43

Vol in asmi en asml is het credo

Chrisss 24 november 2022 21:27

Up Nearly 60% in a Month, This Top Semiconductor Stock Is Still a Buy Now
Nicholas Rossolillo, The Motley Fool
Thu, November 24, 2022, 1:31 PM

KEY POINTS
ASML is predicting rapid growth for itself and the chip industry for the rest of the 2020s.
Given how tight-knit the chip manufacturing industry is, ASML has high visibility into the direction its peers are headed.
ASML's outlook, while not implying growth in a straight line, could add up to years of market-beating returns.
Motley Fool Issues Rare “All In” Buy Alert

ASML's 2022 investor day proffered all sorts of optimism for the long term.
Since bottoming out in mid-October, shares of chip manufacturing equipment company ASML Holding (ASML 1.28%) are up nearly 60% (as of this writing in mid-November). The top semiconductor stock may be far from finished, though, especially when looking at its potential over the next five to 10 years or so. Here are a few essential points to consider from the company's recent investor day presentation.

Chips, chips, and more chips!
Semiconductors have become ubiquitous, riding around in our pockets, powering business operations, and helping manufacture other non-techie products at a fast and efficient pace. But as prevalent as they've become, even more chips are in demand.

Early in 2022, it was revealed that global semiconductor sales topped $600 billion for the first time. Various industry estimates (from analysts and chip company executives alike) started predicting that sales would near $1 trillion a year by 2030. But during its 2022 investor day in November, ASML shared new reports that now estimate global annual sales of chips could actually reach as high as $1.3 trillion by 2030.

What's impressive about this new-and-improved outlook is that it comes at a time that investors are fretting about an economic slowdown -- maybe even a recession -- in 2023. Someone forgot to tell the semiconductor industry.

This is fantastic news for semiconductor stocks in general, but in particular for a company like ASML. The company has a monopoly on extreme ultraviolet lithography (EUV) equipment, the technology used to make the most advanced chips used in high-end smartphones and high-performance computing like data centers. These high-end processing units are expected to be the fastest-growing segment of the market in the outlook for the next eight years.

However, even more mature manufacturing processes used for chips in automobiles and industrial equipment are expected to grow too. ASML's slightly older deep ultraviolet lithography (DUV) equipment is increasingly needed to support this segment of the market as it seeks to boost production while keeping expenses in check. ASML has some competition in DUV technology (Japan's Canon and Nikon), but this is a massive market as it is. Add in mid-single-digit percentage growth, and there will be plenty of opportunity for all three of these companies to sell DUV machines to chipmakers in the coming years.

How does ASML know the future?
This rosy outlook that prognosticates deep into the future brings up a question: How can ASML be so sure about its trajectory years down the road?

Bear in mind that while chips are tech, they're also a manufacturing business -- one of the most (or arguably the most) complex manufacturing industries around. Chip companies have to share their product roadmap and development plans with each other, as well as share demand trends and ordering activity from customers to get the job done.

And ramping up production of new chips, let alone a surge in chip volume driven by demand from something as huge as the automotive industry, is no small task. It takes many years of planning and tens of billions of dollars to build and upgrade chip fabrication facilities (or simply fabs). No semiconductor company is an island!

Thus, for a company like ASML, it has to have deep knowledge of its peers' plans. An ASML EUV machine costs hundreds of millions of dollars. One of these monsters isn't simply ordered and then delivered tomorrow in an e-commerce delivery truck. Orders are placed years in advance, and entire fabs are designed around their placement.

Suffice to say that while chip sales can be volatile from one year to the next, ASML and other chip companies have a high level of visibility into the direction the industry is headed long term.

What does this mean for ASML stock?
There are a lot of moving parts to the semiconductor space, and thus a lot of variables impacting ASML's long-term financial outlook. However, the company now sees revenue being in a range of 30 billion to 40 billion euros by 2025 (compared to its outlook for 24 billion to 30 billion euros provided at the 2021 investor day). And by 2030, ASML thinks its revenue could be 44 billion to 60 billion euros.

For reference, trailing-12-month revenue was 18.6 billion euros in 2021, and is more than 21 billion euros over the last trailing-12-month period. At the midpoint of 2025 guidance (35 billion euros), ASML forecasts an average annual growth rate of over 18%. And at the midpoint of 2030 guidance (52 billion euros), the forecast implies average annual growth of 12%.

Along the way, ASML will remain highly profitable, and plans to continue doling out its dividend (currently yielding 1.1%) and repurchasing shares. Thus, earnings growth could be even higher than 12% over the next eight years. That adds up to a potential market-beating stock (given the S&P 500 averages about 10% per-year growth).

After its epic one-month rally, ASML now trades for 25 times trailing 12-month free cash flow. It isn't cheap like it was just weeks ago. However, given the visibility the company has into the growth trajectory for the semiconductor industry -- and thus for itself -- shares are still very much a reasonable value at this juncture.

Goudmijn64 25 november 2022 08:09

Vandaag weer 3x herhaling van eerder afgegeven koopadvies.

www.guruwatch.nl/aandeel/16923/ASML/o...

Skywatcher 25 november 2022 10:59

Hard gestegen nu even op de plaats. Terug naar 560?

Mooore 25 november 2022 14:00

quote:
Skywatcher schreef op 25 november 2022 10:59:
Hard gestegen nu even op de plaats. Terug naar 560?

Hard gedaald, nu even pas op de plaats. Terug naar 800!

*voetnoot 25 november 2022 17:16

Inderdaad, pas op de plaats. Volgende week maar eens zien. Iets terug voor aanloopje?
Fijn weekend.

voda 25 november 2022 17:47

Deze staat zal ik verder wekelijks bijhouden. Handig om in één oogopslag de koersontwikkelingen te zien.

Slotkoers 31 dec. 2021 706,70

Slotkoers 07 jan. 2022 664,90 -41,80 = -5.91%
Slotkoers 14 jan. 2022 642,20 -22,70 = -3.41%
Slotkoers 21 jan. 2022 629,30 -12,90 = -2.01% Cijfers 4e kwartaal 2021/ jaarcijfers 2021.
Slotkoers 28 jan. 2022 566,10 -63,20 = -10.04%
Slotkoers 04 feb. 2022 564,20 -1,90 = -0.34%
Slotkoers 11 feb. 2022 569,50 +5,30 = +0.94%
Slotkoers 18 feb. 2022 570,40 +0,90 = +0.16%
Slotkoers 25 feb. 2022 589,10 +18,70 = +3.28%
Slotkoers 04 mrt. 2022 533,60 -55,55 = -9.42%
Slotkoers 11 mrt. 2022 542,80 +9,20 = +1.72%
Slotkoers 18 mrt. 2022 609,90 +67,10 = +12.36%!!!
Slotkoers 25 mrt. 2022 620,20 +10,30 = +1.69%
Slotkoers 01 apr. 2022 606,70 -13,50 = -2.18%
Slotkoers 08 apr. 2022 569,30 -37,40 = -6.16% Zeer slechte week voor de chippers!
Slotkoers14 apr. 2022 558,70 10,60 = -1.53%
Slotkoers 22 apr. 2022 571,20 +12,50 = +2.24% Cijfers 1e kwartaal 2022.
Slotkoers 29 apr. 2022 548,00 -23,20 = -4.06%
Slotkoers 06 mei. 2022 524,40 -23,60 = -4.31%
Slotkoers 13 mei. 2022 525,20 +0,80 = +0.15%
Slotkoers 20 mei. 2022 500,70 -24,50 = -4.66%
Slotkoers 27 mei. 2022 541,30 +40,60 = +8.11%
Slotkoers 03 jun. 2022 525,50 -15,80 = -2.92%
Slotkoers 10 jun. 2022 495,10 -30,40 = -5.78%
Slotkoers 17 jun. 2022 449,15 -45.95 = -9.28% Op de hele beurs is het een slachting.
Slotkoers 24 jun. 2022 484,85 +35,70 = +7.95%
Slotkoers 01 jul. 2022 431,25 -53,60 = -11.05% Wat een slachting zeg. Jaar laagste punt.
Slotkoers 08 jul. 2022 446,15 +14,90 = +3.46%
Slotkoers 15 jul. 2022 465,40 +19,25 = +4.31%
Slotkoers 22 jul. 2022 522,50 +57,10 = +12.27%!! Cijfers 2e kwartaal 2022.
Slotkoers 29 jul. 2022 555,40 +32,90 = +6.30%
Slotkoers 05 aug. 2022 559,40 +4,00 = +0.72%
Slotkoers 12 aug. 2022 553,20 -6,20 = -1.11%
Slotkoers 19 aug. 2022 545,10 -8,10 = -1.46%
Slotkoers 26 aug. 2022 521,40 -23,70 = -4.35%
Slotkoers 02 sep. 2022 484,15 -37,25 = -7.14%
Slotkoers 09 sep. 2022 497,70 +13,55 = +2.84%
Slotkoers 16 sep. 2022 465,00 -32,70 = -6.61%
Slotkoers 23 sep. 2022 442,15 -22,85 = -4.91%
Slotkoers 30 sep. 2022 433,60 -8,55 = -1.93%
Slotkoers 07 okt. 2022 447,25 +13,65 = +3.15%
Slotkoers 14 okt. 2022 397,45 -49,80 = -11.13% Zwaarste verlies week dit jaar! (in%)
Slotkoers 21 okt. 2022 459,55 +62.10 = +15.62%!! Cijfers 3e kwartaal 2022
Slotkoers 28 okt. 2022 480,40 +20,85 = +4.54%
Slotkoers 04 nov. 2022 464,40 -16,00 = -3.33%
Slotkoers 11 nov. 2022 551,50 +87,10 = +18.76%!!!!
Slotkoers 18 nov. 2022 571,40 +19,60 = +3.61%
Slotkoers 25 nov. 2022 574,10 +2,70 = +0.47%

Jaarrendement t.o.v. van 31 december 2021 -132,60 = -18.76%

Maandrendementen: (t.o.v. slot vorige maand)

Slotkoers 31 jan. 2022 594,20 -112,50 = -15.92%
Slotkoers 28 feb. 2022 598,90 +4,70 = +0.79%
Slotkoers 31 mrt. 2022 610,00 +11,10 = +1.85%
Slotkoers 29 apr. 2022 548,00 -62,00 = -10.16%
Slotkoers 31 mei. 2022 536,00 -12,00 = -2.19%
Slotkoers 30 jun. 2022 455,85 -80,15 = -14.95%
Slotkoers 29 jul. 2022 555,40 +99,55 = +21.84%!!
Slotkoers 31 aug. 2022 484,65 -70,75 = -12.74%
Slotkoers 30 sep. 2022 433,60 -51,05 = -10.53%
Slotkoers 31 okt. 2022 478,00 +44,40 = +10.24%
Slotkoers 25 nov. 2022 574,10 +96,10 = +20.10%!!

voda 25 november 2022 17:47

Hoe deed ASML het deze week t.o.v. de andere AEX fondsen? (+0.47%)

Bijlage:

voda 25 november 2022 17:48

En de maandstaat: (+15.75%)

Bijlage:

voda 25 november 2022 17:49

En de YTD staat: (-18.76%)

Bijlage:

*voetnoot 25 november 2022 19:53

Door ABM Financial News op vrijdag 25 november 2022

Beursupdate: AEX op Wall Street
Beeld: ABM Financial News
(ABM FN-Dow Jones) Op Wall Street zijn vrijdag drie van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. Philips was met een winst van 0,3 procent de sterkste stijger. ASML was met een verlies van 0,9 procent de sterkste daler.

Aegon (+0,2%)
ArcelorMittal (+0,2%)
ASML (-0,9%)
ING Groep (-0,5%)
Philips (+0,3%)
RELX (0,0%)
Royal Dutch Shell (-0,7%)
Unilever (-0,2%)

The voice 28 november 2022 10:44

Inkoopprogramma ASML houdt de koers op peil.

Benieuwd naar de ontwikkelingen komende 2 weken.

Morgen VS consumentenvertrouwen
Woensdag FED Beigebook met economische verwachtingen
Vrijdag VS werkgelegenheid
13/12 !! Inflatie VS

Inion 28 november 2022 11:25

Dat belooft wat, jongens. ;-)

Waarom vaccineren die Chinezen niet?

jelmas1 28 november 2022 11:40

Economischezaken naar Amerika!!!
ivm verzoek China.... aan Rutte....

voda 28 november 2022 11:58

Repurchased of max. 2,000,000: 5,9%

Date________________ Repurchased shares Average price
14 Nov - 18 Nov 2022 53.051_____________ € 564,72 € 29.958.700
21 Nov - 25 Nov 2022 64.253_____________ € 572,17 € 36.763.744
Total________________ 117.304____________ € 568,80 € 66.722.444

rene66 28 november 2022 12:28

quote:
Inion schreef op 28 november 2022 11:25:
Dat belooft wat, jongens. ;-)

Waarom vaccineren die Chinezen niet?

Het ziet er niet echt goed uit in China, de mensen pikken de lock downs niet meer. Voor zover je kan bepalen of de beelden representatief zijn lijkt het erop dat het uit de hand gaat lopen.

Ik kwam op RTLZ het onderstaande tegen,

www.rtlnieuws.nl/tech/artikel/5349632...

Inion 28 november 2022 14:03

Ze zijn lekker bezig daar. Die lockdowns helpen niet als je niet ook vaccineert. Zou zeggen, bel even met Pfizer, Moderna en Astra Zenica en los het op. Maar nee hoor, dat kan natuurlijk niet in de ogen van die communisten: gebruik maken van spullen uit dat verderfelijke westen.

*voetnoot 28 november 2022 14:18

Onrusten in China drukken op de aandelen. Is niet 123 vandaag opgelost.

Goudmijn64 28 november 2022 16:13

quote:
*voetnoot schreef op 28 november 2022 14:18:
Onrusten in China drukken op de aandelen. Is niet 123 vandaag opgelost.

Mee eens …..gekke is dat een aandeel als Prosus (groot belang Tencent) wel stijgt vandaag.
De beurs blijft altijd verrassen.

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Detail

Vertraagd	24 apr 2024 17:39
Koers	834,800
Verschil	+0,500 (+0,06%)
Hoog	860,000
Laag	833,100
Volume	477.145
Volume gemiddeld	567.258
Volume gisteren	389.817

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