Added to YB: 2024-12-18
Pitch date: 2024-12-12
ASML [bullish]
ASML Holding N.V.
+104.91%
current return
Author Info
No bio for this author
Company Info
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
Market Cap
EUR 480.6B
Pitch Price
EUR 711.99
Price Target
N/A
Dividend
0.60%
EV/EBITDA
37.46
P/E
50.38
EV/Sales
14.39
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Hardman Johnston International Equity Portfolio Holding: ASML Holding N.V.
ASML: Near-term risks (Intel capex cut, China concerns, weak non-AI demand) pressuring stock, but long-term structural position remains strong. Set to benefit from significant leading-edge semiconductor demand, esp. TSMC's 2nm ramp in late-2025. Short-term headwinds shouldn't overshadow long-term potential.
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