3Mon·

ASML

$ASML (-1.51%) increased ✌️nun 2nd largest share position,

but $MC (+0.4%) somewhat reduced and $8035 (-1.08%) sold.

20.01

Bought x6.105 at €741.90

€4,529.30

22

3 Comments

PikaPika0105@PikaPika0105

3Mon

Why sell $8035?

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3Mon

@PikaPika0105 $ASML has the better rating for me and more potential

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PikaPika0105@PikaPika0105

3Mon

@parlania Tokyo Electron is expected to have a P/E ratio of 17 in 2028, while ASML has a P/E ratio of 18. So the valuation is very similar. ASML has potential, but the monopoly will not last. But I still have both in my portfolio :)

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