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Aandeel ASML Holding NL0010273215

Laatste koers (eur) Verschil Volume
709,900   -12,800   (-1,77%) Dagrange 691,600 - 711,700 1.009.983   Gem. (3M) 759,4K

ASML 2018

10.068 Posts
Pagina: «« 1 ... 416 417 418 419 420 ... 504 »» | Laatste | Omlaag ↓
  1. H.A.B.S. 18 oktober 2018 15:44
    quote:

    SNSN schreef op 18 oktober 2018 15:36:

    [...]

    Sorry, you didn't do homework properly. Seems are not attentive, reading posts you are missing some (important) points & details.

    Ok, let's try one more time:

    1. To make it easier, just take a look at the table in the post from Spt 16 14:42, and just add extra column with "net booking". For each quarter use 'legged' numbers of 'net booking', i.e. for Quarter ("T") add "net booking" (from "T-1" Q-report).

    2. Then, for each (Quarter) line in your new table (with 3 columns) calculate 2 new numbers: i) "expected sales" - "net booking" and ii) "net sales" - "net booking"

    So, you have a table with 5 columns. Now try to a) find 'singularities', if any, in both sequences (i) and (ii), b) compare sequences (i) & (ii) and their 'singularities', if any, and iii) try to check t-correlations of your findings (a) & (b) with stock price actions/dynamics.

    The next step will be to identify the reason for each 'singularity', if any, using public info on the company (q-reports, publications, ets.).

    You may also add another column including differences: "expected sales" - "net sales" for each quarter ("net sales" - is just "actual sales" in the table from Spt 16). Using received time-series, just check "bias", if any.

    As for the company performance forecast, you'll need a model. By the way, to check our model just take a look, for instance, at the prediction on Q3/2017 (seems the post from Oct 16, 2017). You can also look at the Q4/2017 (it may help to understand a 'source' of 'singularities')

    Good luck.

    PS. As for the current session, the stock was testing r-zone at ~160 (read yesterday posts) twice. The mt-downtrend since Jul 24 is intact ( for more details just take a look at the last post from Oct 17).

    Allen,

    The Indicator is here, KOPEN KOPEN KOPEN! ;)

    Take care!
  2. [verwijderd] 18 oktober 2018 16:04
    In 2019, both Samsung and Taiwan Semiconductor (TSM) plan to mass-produce chips that rely on a manufacturing process that makes use of EUV. Others, including Intel, will follow in time.

    Research firm Semiconductor Advisors argues that EUV adoption will benefit not only ASML, but also providers of metrology and yield management systems, such as KLA-Tencor and Nanometrics (NANO) . On the other hand, it thinks EUV will somewhat reduce the need for deposition and etching systems provided by the likes of Lam and Applied Materials.

    www.thestreet.com/technology/lam-rese...

    Cool blijven. Don't feed the animals.
  3. bram_mutsaarts 18 oktober 2018 16:24
    quote:

    Mindsetter schreef op 18 oktober 2018 14:56:

    Gapfill is noodzakelijk. Dat gebeurt heel regelmatig. Als je dat niet begrijpt, lever dan tenminste ook geen ongenuanceerd commentaar.
    Kijk naar Galapagos; top resultaten Filgotinib; een Spike naar de €105 ATH en dat vanaf de €85. Daarna is de koers volledig teruggevallen tot die hele gap was gevuld. Praat je over -€20 op enkel goed nieuws. En na de gapfill weer up, nu €92

    Waarom is dat noodzakelijk dan?
  4. [verwijderd] 18 oktober 2018 16:40
    Daar staat zijn kooporder en nog een legio andere.

    Een gap is een aangeboden target. Moet natuurlijk vaak (niet altijd) gevuld worden anders werkt het niet meer.

    De marketmaker is voorlopig ergens anders mee bezig, anders waren we er al geweest. Als die nu genoeg shares ophaalt (van diegenen die de zenuwen krijgen van al dat rood) gaat dat 'ie gappie wel vullen. Zo niet, dan niet. (Is geen dief van eigen portemonee natuurlijk)

    Beetje versimpeld.

  5. [verwijderd] 18 oktober 2018 17:24
    quote:

    SNSN schreef op 18 oktober 2018 15:36:

    [...]

    Sorry, you didn't do homework properly. Seems are not attentive, reading posts you are missing some (important) points & details.

    Ok, let's try one more time:

    1. To make it easier, just take a look at the table in the post from Spt 16 14:42, and just add extra column with "net booking". For each quarter use 'legged' numbers of 'net booking', i.e. for Quarter ("T") add "net booking" (from "T-1" Q-report).

    2. Then, for each (Quarter) line in your new table (with 3 columns) calculate 2 new numbers: i) "expected sales" - "net booking" and ii) "net sales" - "net booking"

    So, you have a table with 5 columns. Now try to a) find 'singularities', if any, in both sequences (i) and (ii), b) compare sequences (i) & (ii) and their 'singularities', if any, and iii) try to check t-correlations of your findings (a) & (b) with stock price actions/dynamics.

    The next step will be to identify the reason for each 'singularity', if any, using public info on the company (q-reports, publications, ets.).

    You may also add another column including differences: "expected sales" - "net sales" for each quarter ("net sales" - is just "actual sales" in the table from Spt 16). Using received time-series, just check "bias", if any.

    As for the company performance forecast, you'll need a model. By the way, to check our model just take a look, for instance, at the prediction on Q3/2017 (seems the post from Oct 16, 2017). You can also look at the Q4/2017 (it may help to understand a 'source' of 'singularities')

    Good luck.

    PS. As for the current session, the stock was testing r-zone at ~160 (read yesterday posts) twice. The mt-downtrend since Jul 24 is intact ( for more details just take a look at the last post from Oct 17).

    dank voor Uw uitleg, ik had al wat grijze haren, maar het is er niet echt op aan het beteren. beetje ingewikkeld allemaal.

    nu niet veel tijd, maar binnenkort ga ik dit toch eens bezien.

    het gaat je blijkbaar vooral om het feit dat de revenue steeds hoger is dan wat ze voorspellen. Lijkt me an sich geen slechte eigenschap om voorspellingen aan de conservatieve kant te houden.

    maar, ik zal dat tabelleke binnenkort eens in een excelleke gieten. komt voor de beenhouwer !

    Wat ook zou helpen is een uitleg va
10.068 Posts
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