1D·

ASML

$ASML (+1.16%) increased ✌️nun 2nd largest share position,

but $MC (+0.29%) somewhat reduced and $8035 (+0.15%) sold.

20.01

Bought x6.105 at €741.90

€4,529.30

21

3 Comments

PikaPika0105@PikaPika0105

1D

Why sell $8035?

••

1D

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

••

PikaPika0105@PikaPika0105

15H

@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 :)

••

Join the conversation