ASML is lagging behind after stagnated growth and a weak order intake due to china chip machine restrictions and uncertaincy about chip machine import tarrifs. It looks like tarrifs on chip machinery is settled and companies will likely place orders again after internal investment approvals.
Earnings of alphabet, microsoft, meta and amazon have confirmed stronger growth in AI datacenter chips than expected and more demand than production, therefore more ASML EUV machines are neceserry to fullfill production needs.
The chart analysis is in the lower range and lower P/E ~26 zone, very cheap for this company which is the monopolist in the EUV machines and therefore undervalued based on history.
Earnings of alphabet, microsoft, meta and amazon have confirmed stronger growth in AI datacenter chips than expected and more demand than production, therefore more ASML EUV machines are neceserry to fullfill production needs.
The chart analysis is in the lower range and lower P/E ~26 zone, very cheap for this company which is the monopolist in the EUV machines and therefore undervalued based on history.
Transaction en cours
Congratulations for all buyers, +30% in 1 month.Note
I took a 30% TP at 791.
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Publications connexes
Clause de non-responsabilité
Les informations et publications ne sont pas destinées à être, et ne constituent pas, des conseils ou recommandations financiers, d'investissement, de trading ou autres fournis ou approuvés par TradingView. Pour en savoir plus, consultez les Conditions d'utilisation.