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Aandeel ASML Holding NL0010273215

Laatste koers (eur) Verschil Volume
732,200   -5,700   (-0,77%) Dagrange 729,300 - 744,900 759.158   Gem. (3M) 757,1K

ASML 2025

5.135 Posts
Pagina: «« 1 ... 249 250 251 252 253 ... 257 »» | Laatste | Omlaag ↓
  1. forum rang 4 Winnetoe 14 februari 2025 08:58
    quote:

    begaclaim schreef op 14 februari 2025 08:53:

    Gaat ASML hier van profiteren in jullie optiek? Of juist niet omdat anderen door Trump in het zadel worden geholpen?
    Laatste kost minstens 10 jaar. Zie nog wel gebeuren dat ASML wordt gedwongen alleen aan Intel te leveren onder dreiging van een nucleaire wipe-out van Nederland en dus Europa. Kenmerkend voor bullies is immers dat ze steeds heftigere dreigementen moeten uiten om nog geloofd te worden. Ander kenmerk is dat ze elke dag moeten shockeren. Zo voorspelbaar allemaal. Maar vooral vermoeiend.
  2. forum rang 6 Pandjesbaas 14 februari 2025 09:06
    quote:

    Winnetoe schreef op 14 februari 2025 08:10:

    [...]

    Q: wat is de zin van de GAK in de getoonde voorbeelden als je een gedekte call verkoopt?

    Je koopt voor 720 per aandeel en verkoopt een call700 a 44 EUR; dan is de GAK volgens jouw berekening 676 (die snap ik). Maar: je verkoopt met minstens 20 EUR "koersverlies" op executie. Daarmee gaat de GAK per saldo naar 696. Geldt voor alle voorbeelden. GAK cijfers zegt binnen opties niets; het gaat bij calls voorbij aan de relatieve verliezen.

    De GAK is wat je effectief voor de aandelen betaald heb als je die mag houden. Bij assignment heb je geen aandelen meer, en is er dus ook geen GAK. In dat geval heb je gewoon 44 - 20 = 24 (x 100) verdiend.
  3. begaclaim 14 februari 2025 09:30
    quote:

    Inion schreef op 14 februari 2025 09:23:

    Nee, dat is een kledingstuk voor de hand met ruimte voor de duim.
    Lolbroek ;-). Mijn 'glazen bol' is kapot, maar die van jou ook denk ik. Mochten er anderen zijn die wel een redenatie hebben (ik weet het oprecht zelf even niet en ben benieuwd naar jullie meningen): post ze! Dank!
  4. forum rang 9 nine_inch_nerd 14 februari 2025 10:13
    J.P. Morgan herhaalt advies voor ASML
    Gepubliceerd door Trivano.com op 14 februari 2025 om 08:30

    J.P. Morgan heeft de aandelen van ASML vrijdag opnieuw positief beoordeeld. De analisten van J.P. Morgan herhaalden het advies overweight voor de aandelen van ASML.€1057
  5. forum rang 4 Winnetoe 14 februari 2025 10:35
    quote:

    nine_inch_nerd schreef op 14 februari 2025 10:13:

    J.P. Morgan herhaalt advies voor ASML
    Gepubliceerd door Trivano.com op 14 februari 2025 om 08:30

    J.P. Morgan heeft de aandelen van ASML vrijdag opnieuw positief beoordeeld. De analisten van J.P. Morgan herhaalden het advies overweight voor de aandelen van ASML.€1057
    beoordeeld of veroordeeld?
  6. forum rang 4 Pitmans 14 februari 2025 10:40
    quote:

    Hopper58 schreef op 14 februari 2025 07:13:

    [...]Ja was me ook opgevallen. Ik heb het gekopieerd zoals het er stond. Inclusief de ontbrekende T van The White House. Recyclage van een oud artikel?
    Deels misschien.

    Artikel staat nochthans in andere bewoordingen ook op Reuters :

    www.reuters.com/technology/trump-prep...

    Exclusive: Trump prepares to change US CHIPS Act conditions, sources say

    By Mike Stone, Fanny Potkin and Wen-Yee Lee
    February 13, 20259:14 PM GMT+1

    WASHINGTON/SINGAPORE/TAIPEI, Feb 13 (Reuters) - The White House is seeking to renegotiate U.S. CHIPS and Science Act awards and has signaled delays to some upcoming semiconductor disbursements, two sources familiar with the matter told Reuters.
    The people, along with a third source, said the new administration is reviewing the projects awarded under the 2022 law, meant to boost American domestic semiconductor output with $39 billion in subsidies.
    Washington plans to renegotiate some of the deals after assessing and changing current requirements, according to the sources. The extent of the possible changes, and how they would affect agreements already finalized, was not immediately clear. It was not known whether any action has yet been taken.
    “The CHIPS Program Office has told us that certain conditions that do not align with President (Donald) Trump's executive orders and policies are now under review for all CHIPS Direct Funding Agreements,” GlobalWafers (6488.TWO)
    , opens new tab spokesperson Leah Peng said in a statement to Reuters.
    Advertisement · Scroll to continue
    Taiwan's GlobalWafers, which said it has not been notified directly by Washington of any changes to the conditions or terms of their awards, is set to receive $406 million in U.S. government grants for projects in Texas and Missouri. The company is currently set to receive subsidies only after it achieves specific milestones later in 2025.
    Each award recipient has distinct terms and milestones in their agreements.
    Advertisement · Scroll to continue
    Four sources with knowledge of the discussions told Reuters that the White House is concerned about many of the terms underpinning the $39 billion Chips and Science Act industry subsidies.
    Those encompass additional clauses, including requirements added into contracts by the administration of President Joe Biden, including that recipients must use unionized labor to build factories and help provide affordable childcare for factory workers.

    The White House and the U.S. Department of Commerce did not immediately respond to requests for comment.
    The Semiconductor Industry Association, a trade group representing the chip industry, has started asking members how the program could be improved.
    But David Isaacs, vice president of government affairs for the group, said: "It’s important both the manufacturing incentives and research programs proceed without disruption, and we stand ready to work with Commerce Secretary Nominee (Howard) Lutnick and other members of the Trump administration to streamline the program’s requirements and achieve our shared goal of strengthening U.S. leadership in chip technology.”
    Since taking office, Trump has issued a series of executive orders aimed at dismantling diversity, equity and inclusion programs across the federal government and the private sector.
    One of the sources said the White House is also frustrated by companies that accepted CHIPS Act subsidies and then announced significant overseas expansion plans, including in China. The law allowed some investments in China.
    Intel (INTC.O), for example, announced a $300 million investment in a Chinese assembly and test facility in October, after saying in March that it had won a major award under the CHIPS Act.
    Many of the biggest recipients of the CHIPS Act funding - including Intel, TSMC (2330.TW), Samsung Electronics (005930.KS) and SK Hynix (000660.KS)- all have major manufacturing facilities in China.
    Intel disclosed it had received two payments totaling $2.2 billion in funding from the CHIPS Act, but declined to comment.
    A TSMC spokesperson said the company had received $1.5 billion in CHIPS Act monies before the new administration came in as per the milestone terms of its agreement.
    The spokesperson declined comment on any possible changes to its agreement under Trump but said the company is continuing to engage with the Chips Program Office.
    Samsung, SK Hynix and Hemlock Semiconductor declined to comment, while Bosch referred Reuters to the Chips Office. Micron (MU.O) and GlobalFoundries (GFS.O) did not respond to requests for comment.

    Reporting by Mike Stone and Karen Freifeld in Washington, Fanny Potkin in Singapore, Wen-Yee Lee in Taipei and Stephen Nellis and Max Cherney in San Francisco Writing by Stephen Nellis and Fanny Potkin; Editing by Chris Sanders and Matthew Lewis
  7. forum rang 9 nine_inch_nerd 14 februari 2025 10:59
    Gerelateerde info.

    TSMC plans to begin construction of a 3rd Arizona fab in mid-2025, a year earlier than planned, and will invite top US officials to a ground breaking ceremony as early as June, media report, adding TSMC is considering a CoWoS advanced packaging plant in the US. TSMC CEO C.C. Wei reportedly discussed these decisions with Arizona fab execs after its Wednesday board meeting.

    TSMC accelerates the advanced process to the United States and resolves to move ground in three Arizona factories in the middle of the year.
    money.udn.com/money/story/5612/854710...

    Construction at TSMC’s 2nd Arizona fab is well underway, with the main fab building completed and clean room installations now progressing. Equipment move-in is slated for the end of the 1st quarter next year, meaning the fab could be in risk production by the end of 2026, with mass production in 2027, also earlier than the original plan of 2028.

    Trouwens, rebound Intel gaat door (3 dagen +20%): voorbeurs +4%.

    Hoe gaat het spel TSMC - INTC in de US eindigen?

    Intel-TSMC partnership: potential semiconductor power shift?
    www.digitimes.com/news/a20250213VL207...
    >>Luke Lin of DigiTimes Research Offers Intriguing Speculation on a TSMC–Intel Joint Venture<<
  8. Stockpony65 14 februari 2025 11:12
    quote:

    Inion schreef op 30 december 2024 10:39:

    Bij deze alvast de discussie-draad voor 2025.

    2024 was in het algemeen een goed beleggingsjaar, maar voor ASML was het eerst bergop en toen weer bergaf. Het door het management van ASML voor 2024 aangegeven overgangsjaar werd gerealiseerd.

    Dat in 2025 genoemde overgang als solide basis mag dienen en de stijgende lijn weer ingezet wordt.
    Test 2
5.135 Posts
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