Sabadell - ASML Holding NV (ASML) ASML HOLDING NV: PESE A TODO, UNA DÉCADA MÁS DESPEJADA (ANÁLISIS BANCO SABADELL)

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Sabadell

Alvaro del Pozo

EUR 400.00 For Business Accounts Only

ASML HOLDING NV: PESE A TODO, UNA DÉCADA MÁS DESPEJADA (ANÁLISIS BANCO SABADELL)

Pese a la incertidumbre a corto plazo, esperamos una década de mayor crecimiento. COMPRAR
El respaldo de una cartera de pedidos en máximos históricos (>38.000 M euros; 1,8x ventas’22e) y su dominio del sector apoyan las perspectivas de negocio de largo plazo, superiores a lo esperado hace un año (+30% en ventas para 2025 y 2030 vs CMD’21) por el “nacionalismo económico” y la transición ecológica. Ante este mejor panorama, revisamos alza el EBIT medio 2022/26e un +4% y elevamos P.O. hasta los 750 euros/acc. (+8% vs antes), dejando un recorrido importante (c.+30% potencial) incluso asumiendo un escenario de ingresos’25 un -4% por debajo de su previsión (-16% vs la más optimista).

02/12/2022 1 ES

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.

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NL0010273215 Euronext Amsterdam Netherlands

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Sabadell

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Analysts

Alvaro del Pozo

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ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value26-May-2518,663€658.81€12,295,42727-May-2518,575€663.50€12,324,46828-May-2518,590€662.96€12,324,45229-May-2518,300€672.22€12,301,63130-May-2518,723€658.03€12,320,275 ASML’s current share buyback program was announced on 10 November 2022, and detai...

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ASML HOLDING NV: PESE A TODO, UNA DÉCADA MÁS DESPEJADA (ANÁLISIS BANCO SABADELL)

Benelux Morning Notes

Benelux Tech update/Our favourites: ASM, Barco, BESI, RELX

ASML reports transactions under its current share buyback program

IBERIAN DAILY 06 JUNE (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 06 JUNIO (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: EL MERCADO SERÁ CADA VEZ MÁS EXIGENTE CON LA DEUDA DE EE.UU. (ANÁLISIS BANCO SABADELL)

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