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Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
688,500   +4,700   (+0,69%) Dagrange 685,700 - 690,800 116.517   Gem. (3M) 746,9K

ASML 2024

29.679 Posts
Pagina: «« 1 ... 671 672 673 674 675 ... 1484 »» | Laatste | Omlaag ↓
  1. forum rang 8 zjeeraar 13 augustus 2024 19:49
    quote:

    Willemijntje schreef op 13 augustus 2024 17:37:

    @Ketchup; ik lees dit op een ander Forum. Of is dat inmiddels veranderd. (is een post van 9 maanden geleden)

    Hey I work for Zeiss IQR (Industrial Quality).

    Zeiss is a technology company with 4 main segments, Meditec, Semiconductor Manufacturing, Industrial Quality, and Vision Care.

    Meditec is the only one traded on the stock market and is not related to the semi conductor part of the business. Therefore investing in Meditec if you're interested in semiconductors doesn't make sense.

    I'm not sure why Zeiss doesn't trade its overall business on the stock market. I'm not an expert on stocks and the pros/cons of a business going public. But it's interesting considering they have 40k plus employees and are still mostly privately owned
    ASML heeft voor 1 miljard euro een belang van 24,9 procent in zijn toeleverancier Carl Zeiss.

    Dat is ook een gouden zet geweest en houdt eventuele concurrenten buiten de deur.....
  2. Verit 13 augustus 2024 20:06
    Soms lees ik hier posts die lijken te verwijzen naar de vrees dat bv. China met nieuwe technologie de monopoliepositie van ASML zou kunnen breken. Er werd al eerder gezegd dat EUV ongelooflijk complex is en dat China hopeloos achterop hinkt. Maar zelfs in het scenario dat er daadwerkelijk een beter, en laat ons even overdrijven, ook nog goedkoper alternatief zou komen; dan nog is het helemaal niet zeker of dat een grote bedreiging zou vormen. De kracht van ASML zit 'm niet alleen in hun unieke machines en technologie, maar ook in het resultaat van hun strategie om van bij de start heel intense partnerschappen met bv. IMEC, Zeiss, etc. ... aan te gaan. En dat gaat ook op voor de relaties met hun klanten zoals TSMC. De machines worden 'samen' ontwikkeld, klanten hebben ook zwaar geïnvesteerd in ASML. Hun fabs zijn een complexe chain van machines waar de EUV printers perfect op maat van de klant worden geïntegreerd. Onderhoud is enorm belangrijk om de yield te optimaliseren, en ook dat gebeurt op basis van zeer nauwe samenwerking.
    Om maar te zeggen, het is niet zomaar 'even een printer kopen en chips gaan bakken'. ASML zorgt voor een ecosysteem van technologische vooruitgang. Dus als er al ergens èchte concurrentie opduikt qua product, wat erg onwaarschijnlijk is op korte termijn, dan nog zullen klanten erg terughoudend zijn omwille van de jarenlange band en wederzijdse afhankelijkheid.
  3. Audhumbla 13 augustus 2024 20:24
    quote:

    Marcel H. schreef op 13 augustus 2024 20:21:

    [...]

    Ondanks de goede vooruitzichten gaat het
    niet super met de koers.
    Beleggers beginnen te twijfelen.
    Bijkopen, houden, verkopen.
    Morgen gaat het beter. In Amerika gaat het al de goede kant op; www.nasdaq.com/market-activity/stocks...
  4. TripleD 13 augustus 2024 20:35
    Klaag niet graag, maar we hebben wel recht om te klagen. Er is helaas weinig spectaculair nieuws op dit moment.

    Vind de bounce back tergend langzaam gaan helemaal als we gaan vergelijken met TSMC en Nvidia.

    Ik geloof dat het goed moet komen. Maar eerlijk is eerlijk had zeker al 850+ puntjes verwacht.

    Nasdaq gaat goed. Hopelijk kunnen wij morgenochtend ook omhoog.
  5. forum rang 7 Nakennis 13 augustus 2024 21:14
    ASML Stock Is Down 20%. Here’s Why You Should Buy ASML Holdings Now.
    The maker of advanced semiconductor equipment managed to scrape by from losing half its business

    8h ago · By Rich Duprey, InvestorPlace Contributor

    ASML Holdings (ASML) was at risk of losing half its business but has fortuitously managed to escape the danger.
    The Biden administration is carving out exceptions to its China export ban, including ASML’s home country, The Netherlands.
    With its competition mostly unable to sell in China while it has free rein, ASML stock is a buy as the equipment maker will steal large swaths of business.
    5 AI Stocks to Buy Before They Skyrocket

    ASML stock - ASML Stock Is Down 20%. Here’s Why You Should Buy ASML Holdings Now.
    Source: Ralf Liebhold / Shutterstock

    Netherlands-based ASML Holdings (NASDAQ:ASML) was one of the best-performing stocks on the Nasdaq 100 exchange in the first quarter of 2024. As artificial intelligence mania gripped the market and chip companies invested billions into the technology, ASML soared, rising 33% over the first three months of the year.

    That’s because the semiconductor equipment manufacturer has a virtual monopoly on the manufacturing of the critical equipment chipmakers need to make AI chips. Its extreme ultraviolet lithography (EUV) machines are needed by the semiconductor industry for making pristine wafers.

    Yet, the stock tumbled hard last month and is down 21% from its highs. The reason is nearly half of its revenue comes from China. With the Biden administration proposing harsh restrictions on sales of computer equipment to China, its business is most at risk of being severely damaged. Although it is domiciled in the Netherlands, if it wants to also sell its equipment to U.S. chip manufacturers, it will have to give up the China trade.

    As difficult of a position as it places ASML Holdings stock, it also makes it the perfect time to buy shares.

    Global Demand Is Surging
    Silicon Dies are being Extracted by a Pick and Place Machine from Wafer and Attached to Substrate. Computer Chip Manufacturing at Factory. Close-up of Semiconductor Packaging Process. Chip stocks

    ASML is a picks-and-shovels play on artificial intelligence. It sells the tools to all the miners heading off to pan for AI gold. It doesn’t matter to it who wins as it is willing to sell to anyone who needs its equipment. Being an agnostic semi-stock is why ASML is a great investment.

    Under normal circumstances, there would be no issues but because of heightened geopolitical concerns, ASML is at risk.

    Aerial Footage of Jeff Bezos’ Next Trillion Dollar Bet
    Located 30 miles from Baltimore — Jeff Bezos has been quietly investing in one tiny company that’s ground zero of a technology revolution that could change everything.

    Bank of America said the technology would be, “Bigger than fire and bigger than all the revolutions that humanity has seen.”

    And for those who get in now, this may be the biggest opportunity you’ll see in your lifetime.

    The computer equipment manufacturer’s total revenue rose 18% in the second quarter to 6.2 billion euros compared to a year ago. It achieved gross margins of 51.5%, better than what it reported for all of 2023.

    Because ASML forecasts demand growing through 2025, this year is the first time it is pre-building its inventory in anticipation of the order flow. Meeting demand has been a problem in the past but hasn’t been a concern so far in 2024.

    Its biggest market, though, is China. Sales to the country jumped 21% to 2.3 billion euros. While CFO Roger Dassen maintains ASML doesn’t look at country-specific markets to determine demand but rather looks at what global chip demand may be, it doesn’t model specifically for the country.

    Yet with the Biden administration attempting to keep advanced semiconductor chips and equipment out of Beijing’s hands, it represents a potential sucking wound to ASML’s business.

    A Narrow Escape
    a close up image of a semiconductor. 5X Semiconductor Stocks
    Source: Shutterstock
    Fortunately, ASML was just given a pass. The Biden administration is keeping the export controls on countries like Taiwan, Singapore, Malaysia and Israel. Equipment manufacturers in Japan, South Korea and the Netherlands, however, would be exempt.

    The restrictions bar about half a dozen Chinese semiconductor factories from receiving the vital equipment, Reuters reports. But not from the exempt countries, so it ultimately limits the effectiveness of the ban.

    The administration maintains the exemptions are temporary though it doesn’t say when it will revisit them. ASML Holdings has gotten a reprieve but for how long remains to be seen.

    Yet, it also means ASML stock should be high on your buy list.

    While ASML does have a monopoly on certain equipment, not all of what it produces doesn’t face competition. Yet since the Biden administration is hamstringing U.S. equipment manufacturers, it leaves the door open for ASML and a handful of other companies to steal customers away from its rivals. Chipmaker Nvidia (NASDAQ:NVDA), for example, will be prevented from selling its AI chips to China.

    Having free rein in the fast-growing Chinese semiconductor market should see ASML’s exports there surging in the quarters ahead. They were already on the rise but now they just might have had a match lit under their growth.

    On the date of publication, Rich Duprey did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

    On the date of publication, the responsible editor did not have (either directly or
    indirectly) any positions in the securities mentioned in this article.

    Rich Duprey has written about stocks and investing for the past 20 years. His articles have appeared on Nasdaq.com, The Motley Fool, and Yahoo! Finance, and he has been referenced by U.S. and international publications, including MarketWatch, Financial Times, Forbes, Fast Company, USA Today, Milwaukee Journal Sentinel, Cheddar News, The Boston Globe, L’Express, and numerous other news outlets.
  6. ifsixwasnine 13 augustus 2024 21:46
    quote:

    Nakennis schreef op 13 augustus 2024 21:37:

    Nvidia al weer 6,5 % plus en ASML1,7 % bij een Nasdaq die ruim 2% stijgt. Veel sneuer wordt het niet.
    Na 25% daling vanaf de top nog steeds nauwelijks herstel en aanhoudende verkoopdruk. Om te gillen zeg. :-). In en intriest !
    Je klink als een kind wiens koekje net is afgepakt. Woorden zoals in en in triest zou ik voor andere gebeurtenissen bewaren. Wat zeggen ze ook alweer ‘if you can’t stand the heat get out of the kitchen’
  7. forum rang 7 Nakennis 13 augustus 2024 21:52
    quote:

    ifsixwasnine schreef op 13 augustus 2024 21:46:

    [...]
    Je klink als een kind wiens koekje net is afgepakt. Woorden zoals in en in triest zou ik voor andere gebeurtenissen bewaren. Wat zeggen ze ook alweer ‘if you can’t stand the heat get out of the kitchen’
    Ik zeg wat ik ervan vind kerel. Ik zit er voor de de lange termijn in dus de keuken wordt niet snel te heet.
    Maar meer dan 25 % dalen in een paar weken en zelfs in de felgroene dagen op de Nasdaq ondergemiddeld herstellen. Nogmaals: in en intriest. Om te grienen/janken. Echt waar!
  8. forum rang 10 bp5ah 13 augustus 2024 21:52
    quote:

    Nakennis schreef op 13 augustus 2024 21:37:

    Nvidia al weer 6,5 % plus en ASML1,7 % bij een Nasdaq die ruim 2% stijgt. Veel sneuer wordt het niet.
    Na 25% daling vanaf de top nog steeds nauwelijks herstel en aanhoudende verkoopdruk. Om te gillen zeg. :-). In en intriest !
    Kan je wel tellen ?
29.679 Posts
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