ASML is much more than a manufacturer of semiconductor equipment. It is a company with a monopoly position in EUV lithography, operating at the heart of global technological innovation.
I would like to highlight a few of the company's key points:
- The only global supplier of EUV lithography, an essential technology for 2 nm chips and below, with high barriers to entry;
- Solid financial track record, with robust revenue and profit growth, consistent cash generation and solid capital structure; 📊
- Highly profitable business model, with gross margins above 50% and return on capital (ROCE) above 24%; 📈
- Attractive shareholder remuneration, through stable dividends and regular share buyback programs; 💼
- Attractive valuation with the share trading at historically low multiples, with potential appreciation from the current price of over 18% per year over the next 5 years. 🚀
With its strong positioning, critical technology and proven ability to execute, I see ASML as a differentiated investment opportunity in the European technology sector.
🔎 If you want to know more about this investment opportunity, visit the full analysis at: https://dalemcapital.substack.com/p/asml-holding-analise-completa
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$ASML (+1,67 %)
$ASML (+1,99 %)
$ASMLF
