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Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
624,700   -4,900   (-0,78%) Dagrange 618,800 - 636,300 626.017   Gem. (3M) 709,5K

ASML 2024

26.222 Posts
Pagina: «« 1 ... 622 623 624 625 626 ... 1312 »» | Laatste | Omlaag ↓
  1. forum rang 7 Greyhounds 6 augustus 2024 16:03
    quote:

    Veenbrandt schreef op 6 augustus 2024 15:58:

    [...]

    What is next? Dat jullie elkaars pennislengte gaan vergelijken? Hou toch op met dit infantiel gedrag. Dit forum is bedoeld om kennis uit te wisselen / van gedachten te wisselen.
    Dat ben ik helemaal met jou eens, maar als hij constant onzin loopt uit te kramen wordt ik ook wat melig.
    Zal wel door de warmte komen. ;-)
  2. Veenbrandt 6 augustus 2024 16:05
    quote:

    Greyhounds schreef op 6 augustus 2024 16:03:

    [...]Dat ben ik helemaal met jou eens, maar als hij constant onzin loopt uit te kramen wordt ik ook wat melig.
    Zal wel door de warmte komen. ;-)
    Dat kan ik begrijpen....nakennis zoekt de grenzen op van tolerantie met hoe hij zich uitlaat over de mensen die bijv. verkopen.
  3. forum rang 6 Nakennis 6 augustus 2024 16:08

    ASML among European tech stocks looking 'good value' after market sell-off, says Deutsche Bank

    Published: 07:40 06 Aug 2024 EDT

    ASML Holding NV -
    The European tech sector now contains some good buying opportunities after the 'correction' in recent days, says Deutsche Bank, based on more attractive valuations and an expectation of improved earnings in the second half of the year.

    Taking in the sell-off on Tuesday, the Euro STOXX 600 Tech subsector is down 14% since the beginning of July, underperforming the broader STOXX 600 by 9% during the same period, which accounts for over a quarter of the downturn in the broader European equity market, multi-asset strategists at the bank said.

    "We see three reasons why the tech underperformance should come to a halt from here," said strategist Maximilian Uleer, with one of his key arguments being that as weak quarter-on-quarter tech earnings growth in the first half "should return to above market growth" in the second.

    After the stock market moves in recent days, tech price/earnings ratios have returned to their long-term range, he added, with the 11% premium seen to the 10-year average seen in the spring having "entirely vanished" over the past weeks.

    The strategist noted that the "often-proclaimed inverse correlation of tech and rates has proven wrong" in the past few weeks, with the 10-year German Bund yield having declined by 31 basis pints since the start of July, while the tech sector "has not benefitted from lower rates levels at all".

    "That said, we do not believe that the negative correlation of rates and tech has vanished entirely.

    "If Bund yields drop below 2%, we expect the correlation of tech and rates to turn from positive to negative again, as has been the case during previous cycles of lower interest rates."

    The Deutsche Bank multi-asset team upgraded its rating on tech to 'neutral', seeing current valuations as "fair" and earnings estimates as "more realistic", though they are still cautious about the potential for further earnings downgrades as 2025 earnings growth forecasts are still elevated.

    They recommend client be "selective", with favourite tech stocks in being Dutch semiconductor equipment giant ASML (NASDAQ:ASML), SAP and Capgemini, where analyst colleagues see around 50% upside for ASML, 20% for SAP and 40% for Capgemini.
  4. ifsixwasnine 6 augustus 2024 16:09
    quote:

    mathijsjelle schreef op 6 augustus 2024 15:06:

    ik was dus 1 van die angsthazen die zijn positie (met kleine winst) gisteren op de bodem gesloten heeft. 703. Met enige irritatie kijk ik nu naar de koers van vandaag. Maar ik gun iedereen zijn/ haar winst!
    Nou ja, dat hoort bij beleggen. Ik zit nu in een soort zen fase waarbij ik denk steeds bijkopen niets meer aan doen. Elke keer dat ik dacht slim te zijn werd dat afgestraft. Al die zgn. Analisten en specialisten allemaal gebakken lucht. Iedereen praat met de koers mee.

    Het feit dat je belegt überhaupt, daar gaat het om. Zit nu wel te denken om wanneer boven bepaalde Pé ratio een stop loss van min 8 % oid. Maar goed kan ook betekenen dat je bij een swing je aandelen kwijt bent.
  5. forum rang 6 Nakennis 6 augustus 2024 16:10


    Jaja met name deze zin he: VIJFTIG PROCENT UPSIDE FOR ASML!
    '
    They recommend client be "selective", with favourite tech stocks in being Dutch semiconductor equipment giant ASML (NASDAQ:ASML), SAP and Capgemini, where analyst colleagues see around 50% upside for ASML, 20% for SAP and 40% for Capgemini.'
  6. forum rang 7 bezinteergebelegt 6 augustus 2024 16:11
    Verder herstel lijkt zich af te tekenen en voordat je het weet kijkt ieder1 hier elkaar weer aan als ze de koers terug zien op 900.

    Want bij 650 kwam de 400 alweer voorbij en bij 1 hersteldag kwam de dode kattensprong alweer op tafel.

    Dan verwacht ik morgen de bulltrap theorie tegen te komen om vervolgens over 6 weken weer op 900 te staan :-)
  7. forum rang 6 Nakennis 6 augustus 2024 16:15
    Spike in risk aversion may be overdone: UBS

    Author
    Sam Boughedda

    Stock Market
    Published 2024-08-06, 09:32 a/m

    Spike in risk aversion may be overdone: UBS

    UBS analysts suggest that the recent spike in market risk aversion may be exaggerated, despite a series of dramatic macro events.

    According to the bank, the market's reaction to recent events has been excessive. They stated the sell-off has its roots elsewhere.

    The European equity index, SXXP, has dropped 7% from its May peak, with sectors like France, Luxury, Consumer Services, Semis, and Media reverting to January 2024 levels.

    UBS analysts argue that "data was only incrementally negative and potentially heavily impacted by Hurricane Beryl." The market's sharp weakness seems to be an overreaction driven by various factors, including low stock correlation and rising volatility.

    UBS notes, "In an economic slowdown, volatility (VIX) of 10% was only likely if unemployment doesn't rise."

    The analysts also highlight the role of forced sellers, explaining that when volatility rises, funds targeting consistent volatility levels become sellers, increasing risk premia.

    Moreover, they point out that equity market weakness exceeds the rise in discount rates, and with ECB rate cuts underway, a European credit cycle that justifies wider spreads is unlikely.

    Drawing a parallel to 2018, UBS recalls that after the S&P 500 fell 20%, the Fed reversed its restrictive policy, leading to a swift market rebound. They believe this historical precedent suggests that current market fears may be overblown.

    UBS identifies immediate opportunities, noting that volatility supports 'quality' demand. They see 'quality' stocks like RELX and ASML (AS:ASML) outperforming 'momentum' and 'value' in Europe.

    Additionally, they have favored Utilities for their growth on modest valuations, highlighting European utilities as strong performers in late 2018. UBS analysts remain bullish, expecting average total returns of 26% on Buy-rated names.

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26.222 Posts
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