ASML Holding N.V.

ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.
  • TickerASML
  • ISINNL0010273215
  • ExchangeEuronext Amsterdam
  • SectorTechnology Hardware & Equipment
  • CountryNetherlands

Analysts

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/18/2019

...

Ahmed Ben Salem ...
  • Christophe-Raphaël Ganet
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Matthias Desmarais
  • Olivier Lebrun
  • Stephane Houri
  • Veysel Taze
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/06/2019

...

Ahmed Ben Salem ...
  • Christophe-Raphaël Ganet
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Matthias Desmarais
  • Olivier Lebrun
  • Stephane Houri
  • Veysel Taze
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/03/2019

...

Stephane Houri ...
  • Veysel Taze

ODDO : Worldwide sales in January 2019 down 5.7% - The deceleration becomes a decline, as expected

>January 2019 : A 5.7% decline in sales, the first since July 2016 - Worldwide semiconductor sales for January 2019 have been published by WSTS (World Semiconductor Trade Statistics), as usual with a month’s lag. On a three-month moving average, January’s sales came to $ 35.5bn (in line with our forecast), representing a y-o-y decline of 5.7%. As expected, the deceleration that began at end-June (when the market stood at +20.5%) is now a decline, after +0.6% in Decemb...

Stephane Houri ...
  • Veysel Taze

ODDO : Ventes mondiales de janvier 2019 en baisse de 5.7% - La décélération se transforme en baisse, comme attendu

>Janvier 2019 : baisse des ventes de 5.7%, la 1ère depuis juillet 2016 - Les ventes mondiales de semi-conducteurs de janvier 2019 ont été publiées par la WSTS (World Semiconductor Trade Statistics), comme d’habitude avec un mois de décalage. En données lissées (MM3 – Moyennes Mobiles 3 mois), elles ressortent à 35.5 Md$ (en ligne avec notre prévision), en baisse annuelle de 5.7%. Comme prévu, la décélération commencée à fin juin (où le marché était à +20.5%) s’est don...

ASML Holding N.V. - October 2017 (LTM): Peer Snapshot

Peer Snapshot: ASML  Holding N.V. - October 2017 (LTM) 22 November 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Oct-17 FYE Jun-16 FYE Jun-17 LTM Sep-17 FYE Jun-16 FYE Jun-17 LTM

ASML Holding N.V. - July 2017 (LTM): Peer Snapshot

Peer Snapshot: ASML  Holding N.V. - July 2017 (LTM) 24 August 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Jul-17 FYE Jun-15 FYE Jun-16 LTM Mar-17 FYE Jun-15 FYE Jun-16 LTM

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/18/2019

...

Ahmed Ben Salem ...
  • Christophe-Raphaël Ganet
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Matthias Desmarais
  • Olivier Lebrun
  • Stephane Houri
  • Veysel Taze
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/06/2019

...

Ahmed Ben Salem ...
  • Christophe-Raphaël Ganet
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Matthias Desmarais
  • Olivier Lebrun
  • Stephane Houri
  • Veysel Taze
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/03/2019

...

Stephane Houri ...
  • Veysel Taze

ODDO : Worldwide sales in January 2019 down 5.7% - The deceleration becomes a decline, as expected

>January 2019 : A 5.7% decline in sales, the first since July 2016 - Worldwide semiconductor sales for January 2019 have been published by WSTS (World Semiconductor Trade Statistics), as usual with a month’s lag. On a three-month moving average, January’s sales came to $ 35.5bn (in line with our forecast), representing a y-o-y decline of 5.7%. As expected, the deceleration that began at end-June (when the market stood at +20.5%) is now a decline, after +0.6% in Decemb...

Stephane Houri ...
  • Veysel Taze

ODDO : Ventes mondiales de janvier 2019 en baisse de 5.7% - La décélération se transforme en baisse, comme attendu

>Janvier 2019 : baisse des ventes de 5.7%, la 1ère depuis juillet 2016 - Les ventes mondiales de semi-conducteurs de janvier 2019 ont été publiées par la WSTS (World Semiconductor Trade Statistics), comme d’habitude avec un mois de décalage. En données lissées (MM3 – Moyennes Mobiles 3 mois), elles ressortent à 35.5 Md$ (en ligne avec notre prévision), en baisse annuelle de 5.7%. Comme prévu, la décélération commencée à fin juin (où le marché était à +20.5%) s’est don...

1 director bought

A director at Asml Holding N.V. bought 3,500 shares at 143.400EUR and the significance rating of the trade was 84/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of ...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Louis Boujard
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/24/2019

...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Louis Boujard
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/01/2019

...

Soomit Datta

Global TMT: China, ASML, INTEL, LILA/MIC, SBAC, VOD/TEF UK, New Oriental

Global TMT: China, ASML, INTEL, LILA/MIC, SBAC, VOD/TEF UK, New Oriental For further details, please contact Soomit Datta on 8 or email , or Charlie Gaynor 1 or email {MSG CHARLIE GAYNOR }

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • François Maury
  • Georges Dieng
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Olivier Lebrun
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/23/2019

...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • François Maury
  • Georges Dieng
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Olivier Lebrun
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/01/2019

Le statut de valeur défensive de Legrand devrait ponctuellement être mis à mal par une conjonction d’éléments défavorables en 2019, dont un mix défavorable (forte exposition France et Italie), des effets de base difficiles et un impact brut estimé à -70 pb des tarifs douaniers. Opinion abaissée d’Achat à Neutre. - Cf. étude publiée ce matin. - ...

ASML HOLDING NV sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of ASML HOLDING NV (NL), a company active in the Semiconductors industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date December 18, 2018, the closing price was EUR 143.14 and its potential was estimated at EUR 171.37.

ASML Holding

ASML Holding

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ASML Holding

ASML Holding

ING
Hendrik Wiersma

ASML/Another very strong quarter

ASML again released a very strong set of quarterly results. The numbers underline the progress on EUV profitability and support the company's future earnings potential. We view this report card as supportive for spreads. We see value in the Dutch company's longer dated bonds, most notably the ASML1.375 7/26.

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Job Veenendaal
  • Nadège Tillier

Coffee, Croissants & Credit/Danske Bank, Swedbank, Handelsbanken, ASML, AkzoNobel and Naturgy

Danske Bank (DANBNK) reported this morning a disappointing set of numbers for the 2Q18. In addition, the bank lowered its full year guidance and indicates its net profit to be at the lower end of the previous target range of DKK18-20bn. (Click download for full report)

ASML Holding – Proxinvest Corporate Governance Rating ® : A

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Global Ex-U.S. Equity Strategy

In our January 31 International Compass we presented a case for an incrementally improving overall global outlook, with the caveat that market bottoms tend to be a process that develops over many weeks. Since the end of January, not a lot has changed to alter our views. We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist but Sector leadership is mixed. In our February International Strategy, we explore various themes which lead to our overall constructive outlook, along with areas of the market wher...

Jérôme VINERIER

Analyse court terme - ASML : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 140,30 €. La tendance de fond serait remise en cause en cas de franchissement de 166,76 €.

Jérôme VINERIER

Short term view - ASML : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €140.30. The background trend would be questioned should prices rise above €166.76.

Jérôme VINERIER

Analyse court terme - ASML : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 140,30 €, puis 131,54 €. Le franchissement de 166,76 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - ASML : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at €140.30, then €131.54. Passing €166.76 would question the continuation of the fall.

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