reports
- Alvaro del Pozo
- Martin Marandon-Carlhian
- Stephane Houri
ASML : Low Q1 orders prove that the order trend can be very lumpy, but...
>Q1 24 results above expectations despite slightly lower sales, bookings way below expectations proving quarterly lumpiness - This morning, ASML reported its Q1 24 results which were above expectations despite slightly lower-than-expected sales. Revenues were € 5,290m, below the consensus at € 5,419m (vs ODDO BHF estimates at € 5,347m and the guided range of € 5-5.5bn), including €1,324m of installed base management. 49% of equipment sales were made in China vs 39% i...
- Salome Charamalet
- Stefano Toffano
- Alvaro del Pozo
- Michiel Declercq
- Thibault Leneeuw
- Thomas Vranken
- Martin Marandon-Carlhian
- Stephane Houri
ASML : Low Q1 orders prove that the order trend can be very lumpy, but...
>Q1 24 results above expectations despite slightly lower sales, bookings way below expectations proving quarterly lumpiness - This morning, ASML reported its Q1 24 results which were above expectations despite slightly lower-than-expected sales. Revenues were € 5,290m, below the consensus at € 5,419m (vs ODDO BHF estimates at € 5,347m and the guided range of € 5-5.5bn), including €1,324m of installed base management. 49% of equipment sales were made in China vs 39% i...
- Pierre FerraguÊ
- Research Department
INFORME DIARIO 17 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NATURGY, TALGO. EUROPA: ADIDAS, ASML, LVMH. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. Las rentabilidades soberanas testean nuevos máximos del año Después de los buenos datos macro en EE.UU. en la jornada de lunes, crecieron los temores a...
ASML reports €5.3 billion total net sales and €1.2 billion net income ...
ASML reports €5.3 billion total net sales and €1.2 billion net income in Q1 2024 ASML reports €5.3 billion total net sales and €1.2 billion net income in Q1 20242024 outlook unchanged VELDHOVEN, the Netherlands, April 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 first-quarter results. Q1 total net sales of €5.3 billion, gross margin of 51.0%, net income of €1.2 billionQuarterly net bookings in Q1 of €3.6 billion2 of which €656 million is EUVASML expects Q2 2024 total net sales between €5.7 billion and €6.2 billion, and a gross margin between 50% and 51% ...
- Michael Roeg
- Michael Roeg
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 value08-Apr-24 3,430 €909.33 €3,119,017 09-Apr-24 12,733 €905.30 €11,527,156 10-Apr-24 9,336 €907.57 €8,473,098 11-Apr-24 11,139 €908.86 €10,123,752 12-Apr-24 9,969 €914.97 €9,121,319 ASML’s current share buyback program was announced on 10 ...
- Pierre FerraguÊ
Semicap and the AI cycle: How does the HBM boom impact WFE spending?
As part of our recent series of research on the deployment of AI datacenter clusters, we published an initial view on how the AI boom would affect WFE spending. We are updating our estimates today, to account for higher HBM (High Bandwidth Memory) content than we initially expected.
Elis : Disclosure of the number of shares forming the capital and of t...
Elis : Disclosure of the number of shares forming the capital and of the number of voting rights as of 31 03 2024 DECLARATION DU NOMBRE D’ACTIONS COMPOSANT LE CAPITALET DU NOMBRE TOTAL DE DROITS DE VOTE AU 31 MARS 2024 Article L. 233-8-II du Code de CommerceArticle 223-16 du Règlement général de l’AMF Nombre d’actions composant le capital social234 423 080Nombre de droits de vote théoriques265 719 398Nombre de droits de vote exerçables265 633 911 Cette déclaration est en ligne sur le site internet d’Elis DISCLOSURE OF THE NUMBER OF SHARES FORMING THE CAPITALAND OF THE TOTAL NUMBER OF VOT...
Elis : Déclaration du nombre d'actions composant le capital et du nomb...
Elis : Déclaration du nombre d'actions composant le capital et du nombre total de droits de vote au 31 03 2024 DECLARATION DU NOMBRE D’ACTIONS COMPOSANT LE CAPITALET DU NOMBRE TOTAL DE DROITS DE VOTE AU 31 MARS 2024 Article L. 233-8-II du Code de CommerceArticle 223-16 du Règlement général de l’AMF Nombre d’actions composant le capital social 234 423 080 Nombre de droits de vote théoriques 265 719 398 Nombre de droits de vote exerçables 265 633 911 Cette déclaration est en ligne sur le site internet d’Elis DISCLOSURE OF THE NUMBER OF SHARES FORMING THE CAPITALAND OF ...
- Emira Sagaama
- Jerôme Bodin
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
VIV VIVENDI SE
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Bruno Cavalier
- Emira Sagaama
- Jerôme Bodin
ETL EUTELSAT COMMUNICATIONS SA
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
RCO REMY COINTREAU SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
VIV VIVENDI SE
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Martin Marandon-Carlhian
- Stephane Houri
ASML : Au T1 24, toute l’attention devrait porter sur les commandes
>A l’approche du T1, nous réitérons notre opinion Surperformance, OC 1 100 € - ASML publiera ses résultats T1 24 le 17/04 avant l’ouverture du marché avec une conférence call à 15.00 CET. Sans surprise, nous tablons sur un T1 24 assez faible, en ligne avec les guidances de la société. Mais, nous pensons que l’attention du marché portera sur les commandes T1 24, que nous anticipons supérieures aux attentes. Nous réitérons donc notre opinion Surperformance, notre séquen...
- Martin Marandon-Carlhian
- Stephane Houri
ASML : In Q1 2024, attention will be focused on order intake
>Ahead of Q1 24 results, we reiterate our Outperform recommendation with a target price of € 1,100 - ASML is due to publish its Q1 2024 results on 17 April before market open market with a conference call at 3.00 p.m. CET. Unsurprisingly, we anticipate a relatively weak Q1 2024, in line with the group's guidance. However, we think that the market's attention will be focused on order intake in Q1 2024, which we expect to come in above forecasts. We therefore reiterate ...
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 value01-Apr-24-*- -02-Apr-24 9,023 €897.93 €8,102,067 03-Apr-24 13,609 €896.77 €12,204,119 04-Apr-24 7,534 €906.46 €6,829,279 05-Apr-24 7,459 €894.45 €6,671,708 *Markets closed ASML’s current share buyback program was announced on 10 November...
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