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Home  /   Forum   /   ASML   /   ASML 2024

Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
682,400   +4,500   (+0,66%) Dagrange 674,200 - 682,600 103.690   Gem. (3M) 756,6K

ASML 2024

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27.798 Posts
Pagina: «« 1 ... 1127 1128 1129 1130 1131 ... 1390 »» | Laatste | Omlaag ↓
  3. forum rang 4 Down the drain 2 21 oktober 2024 17:42
    quote:

    Hopper58 schreef op 21 oktober 2024 17:34:

    [...]

    U hebt niets begrepen van de revolutie die gaande is met AI. ATH heeft hier niets te zeggen. Een bedrijf als Google dat een AI-leider is staat nog altijd op een K/W van 23. Microsoft op K/W 35. Dat zijn nog altijd koopjes. En ASML past ook in dat rijtje.
    U heeft niets begrepen van het verschil tussen de waardering voor het bedrijf en de waardering van het aandeel.
  6. forum rang 10 voda 21 oktober 2024 17:48
    quote:

    Arts1973 schreef op 21 oktober 2024 17:45:

    Hi Voda, ik zie dat ASML nu ongeveer 1.7mld aandelen heeft teruggekocht, dus dat betekend tot eind 2025 nog 10.3mld te gaan. Als ik een koers neem van gemiddeld 800 euro dan moeten er nog ca 12-13 mln aandelen teruggekocht worden! Dat is ca 3% van alle uitstaande aandelen. Klopt dit?
    Je berekening klopt. Het is echter geen wet van Meden en Perzen dat ASML ook die 12 miljard inderdaad moet uitgeven aan de aandeleninkoop.
  7. forum rang 8 Hopper58 21 oktober 2024 17:51
    quote:

    Down the drain 2 schreef op 21 oktober 2024 17:42:

    [...]

    U heeft niets begrepen van het verschil tussen de waardering voor het bedrijf en de waardering van het aandeel.
    Ik houd zelf ook wel degelijk rekening met dat verschil in mijn handelingen. Maar dat is enkel een poging tot maximalisatie van mijn eigen winst. En dan nog blijkt dat vaak zeer twijfelachtig. Op langere termijn lopen de beiden gelijk. Of niet?
  9. forum rang 8 Hopper58 21 oktober 2024 18:04
    'A huge week for big chip. Fresh earnings from Taiwan Semi, the world's most important chipmaker and ASML. The company behind the machines most of the industry uses to make chips. Jason, together, they give us a chance to check in on two crucial parts of the chip supply chain. What's the read?

    Jason Moser: Well, let's start with ASML. I think you said it perfectly. They are a crucial link, and perhaps, I think it's one of the most complex supply chains out there. But as a reminder, ASML is the company that makes the equipment. It makes the machines that make the semiconductor chips to power all of our devices and all of these data centers that are going up everywhere. And what really differentiates this company is the actual equipment side of it. It's the extreme ultraviolet lithography systems. That is the EUV. Those systems, that's what makes the high-end chips that are used for AI and other cutting edge tech. It was a big week for this company. Obviously, a heavy earnings reaction to the downside there. It wasn't a bad report. Revenue and earnings per share grew versus a quarter ago. They did see a slight increase in the number of systems sold. I think up 3.6% from the quarter ago. But what really set this thing on fire, was the bookings number. The net bookings came in at around 2.6 billion euros. That was up from a year ago, but it was way below what estimates were out there. I think estimates were close to $5.5 billion. That's a very significant discrepancy there.

    It all boils down to just what we've seen this playing out is the cautious consumer, and in this case, ASML's customers are these big chip companies. That's how they make their money. What they're seeing is that their customers, and they noted this in the call. They said the relatively low order intake is a reflection of the slow recovery in the traditional end markets as consumers or as customers remain cautious in the current environment. That rhymes with a lot of what we've been seeing over the last several quarters with a lot of enterprise customers. Not a terrible surprise. We know that investing is all about the future. In this case, it's just right now, the future isn't looking as bright as it once did. I think the good news here is probably really just a timing thing. I think these are orders that will ultimately be fulfilled. It's just going to be a little bit further down the line. Ultimately, that might just be creating an opportunity for investors.

    Dylan Lewis: Interesting to pair up what we're hearing from ASML with what we're also getting from Taiwan Semi because they are out there trumpeting. We are seeing extremely robust AI related demand. The market reaction. Do their earnings report much more favorable. Is this really just a matter of where they are and who their customers are?

    Jason Moser: I think that's part of it. These are two very different businesses. I think with Taiwan Semi, they did see very strong performance. They're the high performance computing sector of the business, made up 51% of revenue that was up from 42% a year ago, and then smartphone chips continue to see increased demand as well. It's been a good five years for this company. But I think the big question for them, is this pace of AI investments? When is that going to start slowing down if it does? We're all assuming it will at some point or another, and when it does, how is that going to impact this business? But we just don't really have any clarity as to when that's going to happen because right now it's the topic du jour.'

    www.fool.com/investing/2024/10/21/the...
  14. forum rang 9 nine_inch_nerd 21 oktober 2024 19:55
    Info voor geïnteresseerden. Goede weergave en herkenbaar.

    Threat of Chinese Overcapacity Looms Over Memory Chips - WSJ
    Oct. 21, 2024 6:30 am
    www.wsj.com/tech/threat-of-chinese-ov...

    Chinese smartphone makers have strong incentives to use domestic memory chips in their products.
    Investors are worried that a huge production increase from China could derail the recovery of the memory-chip market. That doesn’t yet seem like an immediate risk, but China could still be a wild card down the road.

    After a strong rally that started last year, shares of memory-chip makers pulled back sharply midyear. South Korea’s SK Hynix and U.S.-based Micron Technology have gained back some ground recently, but they and Samsung Electronics are all down about 20% to 30% from their July highs.
    The boom in artificial intelligence has driven strong demand for high-performance memory chips, especially for SK Hynix and Micron. Samsung, the market leader for the overall memory market, has lagged behind its rivals. It had to apologize for its poor performance after disclosing disappointing results this month.
    But the industry’s latest concern is the aggressive expansion of capacity by Chinese memory makers. In particular, the increased capital investment in DRAM—memory chips used in processing—from a company called ChangXin Memory Technologies, or CXMT. DRAM capacity for Chinese manufacturers in terms of wafers, the thin slices of silicon that are used to make chips, jumped from 4% of global capacity in 2022 to 11% this year, according to industry tracker TrendForce. Morgan Stanley expects that China’s DRAM capacity could reach 16% of the global market by the end of next year.

    The actual impact is much smaller for now, though. According to Bernstein, CXMT’s bit density, which measures actual storage per area, is only 55% of the bit density of its more advanced rivals. It also has lower production yield, meaning it doesn’t produce as many useful chips with a given capacity.

    And at the moment, the supply has mostly affected so-called legacy chips, which are chips from prior generations. Prices of such lower-end chips have started to fall while those at the higher end are more resilient. That explains why shares of smaller memory-chip companies that focus on this segment have done worse. The share price of Taiwan’s Nanya Technology, for example, has dropped 43% this year. The big three competitors—Samsung, SK Hynix and Micron, which together have more than 80% of the market—have relatively less exposure to the lower-end market.

    And export controls from the West might make it more challenging for Chinese manufacturers to move quickly to the next generation. Bernstein estimated the technology lag between CXMT and its global peers stands at roughly six to eight years. Though given worsening geopolitics between China and the West, Chinese companies, such as smartphone makers, have strong incentives to use domestic memory chips in their products if possible. And with Beijing throwing money at the cause, they might be able to make faster progress than expected. China is a big market for memory-chip manufacturers: It accounts for about 20% to 25% of the total DRAM demand globally, according to JPMorgan.

    If Chinese suppliers start supplanting foreign firms to meet that domestic demand, it would leave those Korean and U.S. rivals with excess capacity, forcing them to cut production—or else dump product on the global market.

    Big memory-chip makers are probably safe for now from Chinese competition. But they still have to watch their backs.
  16. forum rang 6 christo1 21 oktober 2024 21:00
    quote:

    nine_inch_nerd schreef op 21 oktober 2024 19:55:

    Info voor geïnteresseerden. Goede weergave en herkenbaar.

    Threat of Chinese Overcapacity Looms Over Memory Chips - WSJ
    Oct. 21, 2024 6:30 am
    www.wsj.com/tech/threat-of-chinese-ov...

    Chinese smartphone makers have strong incentives to use domestic memory chips in their products.
    Investors are worried that a huge production increase from China could derail the recovery of the memory-chip market. That doesn’t yet seem like an immediate risk, but China could still be a wild card down the road.

    After a strong rally that started last year, shares of memory-chip makers pulled back sharply midyear. South Korea’s SK Hynix and U.S.-based Micron Technology have gained back some ground recently, but they and Samsung Electronics are all down about 20% to 30% from their July highs.
    The boom in artificial intelligence has driven strong demand for high-performance memory chips, especially for SK Hynix and Micron. Samsung, the market leader for the overall memory market, has lagged behind its rivals. It had to apologize for its poor performance after disclosing disappointing results this month.
    But the industry’s latest concern is the aggressive expansion of capacity by Chinese memory makers. In particular, the increased capital investment in DRAM—memory chips used in processing—from a company called ChangXin Memory Technologies, or CXMT. DRAM capacity for Chinese manufacturers in terms of wafers, the thin slices of silicon that are used to make chips, jumped from 4% of global capacity in 2022 to 11% this year, according to industry tracker TrendForce. Morgan Stanley expects that China’s DRAM capacity could reach 16% of the global market by the end of next year.

    The actual impact is much smaller for now, though. According to Bernstein, CXMT’s bit density, which measures actual storage per area, is only 55% of the bit density of its more advanced rivals. It also has lower production yield, meaning it doesn’t produce as many useful chips with a given capacity.

    And at the moment, the supply has mostly affected so-called legacy chips, which are chips from prior generations. Prices of such lower-end chips have started to fall while those at the higher end are more resilient. That explains why shares of smaller memory-chip companies that focus on this segment have done worse. The share price of Taiwan’s Nanya Technology, for example, has dropped 43% this year. The big three competitors—Samsung, SK Hynix and Micron, which together have more than 80% of the market—have relatively less exposure to the lower-end market.

    And export controls from the West might make it more challenging for Chinese manufacturers to move quickly to the next generation. Bernstein estimated the technology lag between CXMT and its global peers stands at roughly six to eight years. Though given worsening geopolitics between China and the West, Chinese companies, such as smartphone makers, have strong incentives to use domestic memory chips in their products if possible. And with Beijing throwing money at the cause, they might be able to make faster progress than expected. China is a big market for memory-chip manufacturers: It accounts for about 20% to 25% of the total DRAM demand globally, according to JPMorgan.

    If Chinese suppliers start supplanting foreign firms to meet that domestic demand, it would leave those Korean and U.S. rivals with excess capacity, forcing them to cut production—or else dump product on the global market.

    Big memory-chip makers are probably safe for now from Chinese competition. But they still have to watch their backs.
    Dit is waarom China moet aangepakt worden met allerlei tarieven en exportbeperkingen, China producteert er maar op los en dumpt daarna alles op de wereldmarkt is het nu staal en elektrische wagens dan is het volgend jaar dan chips.

    Het zou me niet verbazen mocht de VS met nieuwe export restricties komen voor ASML om ook geen onderhoud van bepaalde DUV machines toe te staan omwille dat de VS terecht vreest dat China de wereld kapot produceert.

    Geen onderhoud betekent dat de ASML machines in China stilvallen en dan is dit probleem van overcapaciteit meteen opgelost en moeten chinese fabrikanten van allerlei apparatuur buiten China hun aankopen weer doen.

    China probeert gewoon hun economische neergang weg te exporteren maat de VS en EU en derden landen reageren nu met stevige importtarieven en als Donald Trump herverkozen geraakt dan gaan we nog stevigere tarieven zien.

    Voor Trump en de republikeinen en ook de democraten is China de klaarblijke duivel die moet bestreden worden omdat ze de VS en andere landen anders leegzuigen.
  17. forum rang 10 voda 21 oktober 2024 22:17
    Beursupdate: AEX op Wall Street
    21-okt-2024 22:14

    ASML sterkste stijger.

    (ABM FN-Dow Jones) Op Wall Street zijn maandag zes van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. ArcelorMittal was met een verlies van 0,2 procent de enige stijger. Aegon sloot vlak, terwijl ASML met een winst van 0,4 procent de sterkste stijger was.

    Aegon (0,0%)
    ArcelorMittal (-0,2%)
    ASML (+0,4%)
    ING Groep (+0,1%)
    Philips (+0,2%)
    RELX (+0,1%)
    Royal Dutch Shell (+0,3%)
    Unilever (+0,2%)

    Euro/dollar: 1,0817

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 898,33 punten, zijn geëindigd op 899,27 punten.

    Door: ABM Financial News.
  19. forum rang 10 voda 22 oktober 2024 07:20
    Sanford C. Bernstein & Co herhaalt het koopadvies voor ASML
    dinsdag 22 oktober 2024 - 05:33u -

    Sanford C. Bernstein & Co verlaagt het koersdoel van ASML naar € 750,00 van € 980,00. Het koopadvies van donderdag 17 oktober 2024 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van -0,54%.

    www.guruwatch.nl/advies/174787/ASML/S...
  20. De echte Nakennis 22 oktober 2024 07:46
    quote:

    christo1 schreef op 21 oktober 2024 21:00:

    [...]

    Dit is waarom China moet aangepakt worden met allerlei tarieven en exportbeperkingen, China producteert er maar op los en dumpt daarna alles op de wereldmarkt is het nu staal en elektrische wagens dan is het volgend jaar dan chips.

    Het zou me niet verbazen mocht de VS met nieuwe export restricties komen voor ASML om ook geen onderhoud van bepaalde DUV machines toe te staan omwille dat de VS terecht vreest dat China de wereld kapot produceert.

    Geen onderhoud betekent dat de ASML machines in China stilvallen en dan is dit probleem van overcapaciteit meteen opgelost en moeten chinese fabrikanten van allerlei apparatuur buiten China hun aankopen weer doen.

    China probeert gewoon hun economische neergang weg te exporteren maat de VS en EU en derden landen reageren nu met stevige importtarieven en als Donald Trump herverkozen geraakt dan gaan we nog stevigere tarieven zien.

    Voor Trump en de republikeinen en ook de democraten is China de klaarblijke duivel die moet bestreden worden omdat ze de VS en andere landen anders leegzuigen.
27.798 Posts
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