Report
Martin Marandon-Carlhian ...
  • Stephane Houri

ASML : When higher-than-forecast results and order intake are overshadowed by geopolitical tensions...

>Q2 2024 results overshadowed by major stress on China - Yesterday, ASML published Q2 2024 results and order intake figures that beat forecasts and, despite a Q3 2024 forecast below expectations, confirmed its guidance for 2024 (link to our First Take). In spite of this performance, the stock lost more than 10% due to fears of additional restrictions imposed by the US government on the export of technology to China. Even though these concerns may appear worrying and w...
Underlying
ASML Holding NV

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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