COMPANY
ASML
ASML:NA
Primary coverage by Pierre Ferragu
Research
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Bible 1Q23 - Semicap: Risk of negative surprises remainMay 30, 2023 — Pierre Ferragu
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Semiconductor cycle update: How much played out? Where to be long? Where to be short?April 24, 2023 — Pierre Ferragu
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The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-UpApril 24, 2023 — Pierre Ferragu
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ASML 1Q23: slowing order momentum, but resilient in the downturn. Buy, €770.April 20, 2023 — Pierre Ferragu
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ASML 1Q23: slowing order momentum, but resilient in the downturn.April 19, 2023 — Pierre Ferragu
Events
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May
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May
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Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Oct
28TechnologyOctober 28, 2019Hosted by Pierre FerraguWatch Replay -
May
11TechnologyMay 11, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Nov
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Jun
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Jul
01TechnologyJuly 1, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
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Oct
25TechnologyOctober 25, 2022Hosted by Pierre FerraguWatch Replay