3Mês·

Do you know of any European alternatives to $IFX (-7,96%) ?

I am not really satisfied with the performance of the share and am considering selling it after the dividend in 2025.

5 Comentários

3Mês

$SMHN $NXPI can't say anything about either as I haven't observed them. I only know that they exist.

Then of course the world market leader for lithography systems. I have done very well with it over the last 4 years. In the long term, it is certainly still a good investment.
However, with the general overheating and the export restrictions imposed by the USA on China, I am rather skeptical for the next few years. That's why I sold them this year as I only have a 3-year investment horizon at the moment.

But why not the ? You don't need to worry about individual companies and can save for many years. $ASML $SMH

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Daniel@Danielo

3Mês

@UndNun is too US-centric for me 😄 I already have a lot of US stocks and would actually like something European. They're all global companies, of course, but that would be important to me. $ASMLF is also my favorite in that respect.

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Thomas@UndNun

3Mês

@Danielo
If it's only about non-USA, we still have $SMH1 and $SMHN in Germany.
And in Taiwan, in addition to $2330 of course, there is also $2454.
And in South Korea, in addition to $005930, there is also $000660.

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Nico Uhlig@RealMichaelScott

3Mês

If you want a chip manufacturer, a European alternative is $NXPI. There are not that many European chip manufacturers.

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Benjy@Benjy

3Mês

STMicroelectronics... have crashed this year (somewhat exaggerated in my opinion) as they, like IFX, are strong in the automotive sector. STM is currently definitely the most favorably valued chip stock from Europe.

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