ASML Holding NV (ASML.O) -No sign of weakness, maintains FY23guidance

ASML Holding NV (ASML.O) (Q1FY23)

Introduction

ASML Holding N.V. develops, produces, markets, sells, and services advanced semiconductor equipment systems consisting of lithography, metrology, and inspection systems for memory and logic chipmakers. The company provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography solutions to manufacture various range of semiconductor nodes and technologies.

The company also offers metrology and inspection systems, including YieldStar optical metrology solutions to assess the quality of patterns on the wafers; and HMI e-beam solutions to locate and analyze individual chip defects. In addition, the company provides computational lithography and lithography process and control software solutions; and refurbishes and upgrades older lithography systems, as well as offers customer support and associated services. It operates in Japan, South Korea, Singapore, Taiwan, China, rest of Asia, the Netherlands, rest of Europe, the Middle East, Africa, and the United States.

Highlights

For 2023, the company expects to deliver 60 EUV tools and more than 375 DUV tools. In short, ASML’s short to medium term business outlook is still very strong, supported by a backlog that represents almost two years of tool shipments, which is why ASML is actively adding capacity and planning to further increase its EUV and DUV shipments in future years to meet customer demand.

Stock performance

ASML Holding‘s stock rose over 11% in the past 3 months. For the same period it created a high and low of €750 and €604, showing a rise in investor sentiments as company maintains its FY23 guidance.

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Highlights

Valuation
– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Economic Value Added Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages : 33

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