6Mês·

ASML your opinion

How do you see the current situation regarding $ASML (-3,69%) ? Do you think it is still worth getting in, as the company is actually quite future-proof

What is your opinion?

6 Comentários

Maximilian@Max095

6Mês

A long-term position for me. I bought first.

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Schniggy@Schniggy

6Mês

@Max095 I agree, I'm thinking about getting in because it's still a relatively good entry position

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Brody@Brody

6Mês

@Schniggy At the moment, they are heavily dependent on TSMC, as China's sales market continues to collapse. However, I have also added them to my portfolio, as Intel and Samsung will provide competition in the medium term and may fuel demand for the latest machines.

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K@TechNav

6Mês

I think they will continue to make stable cash (min. 5 years) and profit from it. ASML currently has an EPS of around €20 and, depending on the scenario, this could rise to €30 to €40 by 2029, which corresponds to an estimated EPS CAGR of around 8 to 15%. So you can realistically expect an annual return of 8-10% at the current entry price if the valuation remains constant.

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Bakfietsmeneer@Baklapverkoper

6Mês

If CoG can go down for the EXE program they are OK.

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Calvinhay4@Calvinhay4

6Mês

Bull

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