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 value23-Jun-2518,507€664.34€12,295,00724-Jun-2517,952€684.92€12,295,73125-Jun-2517,460€704.16€12,294,59226-Jun-2517,961€684.56€12,295,37727-Jun-2517,970€684.18€12,294,795 ASML’s current share buyback program was announced on 10 November 2022, and detai...
Chinese WFE spending quadrupled in five years to $41bn, driven by aggressive local deployments, while domestic vendors rapidly gained traction, capturing 13% of local spending already, mostly in deposition, etch, and CMP. In this deep dive, we assess the competitiveness of key Chinese vendors, including Naura, AMEC, and SiCarrier. We estimate first the pace (and the scope) at (and on) which they could close the gap with their western peers. On that basis we estimate the share they can gain ov...
At the Paris Air Show, in line with expectations, sales momentum turned in Airbus' favour (248 firm orders out of a total of 381), underlining once again the strength of demand. The consensus around greater resilience in the supply chain and a visible acceleration on the aftermarket were the good surprises of the show. In this context, the civil segment presents an attractive profile and we maintain our preference for Rolls-Royce (Outperform - target price at 1,000p) and Airbus (Outperform – tar...
Au salon du Bourget, conformément aux attentes, la dynamique commerciale a tourné à l’avantage d’Airbus (248 commandes fermes sur un total de 381), soulignant encore une fois la vigueur de la demande. Le consensus autour d’une meilleure résilience de la chaine fournisseurs et une accélération visible de l’après-vente sont les bonnes surprises du salon. Dans ce contexte, le segment civil présente un profil attractif et nous maintenons ainsi notre préférence pour Rolls-Royce (Surperformance – OC à...
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