Snelle Jaapie schreef op 5 juni 2024 12:28:
Op het flatexDEGIRO platform:
BUZZ-ASML up as analyst flags positive CFO comments on TSMC talks
09:48 05/06/2024
Shares in ASML rise 1.7% after Jefferies flags the Dutch semiconductor equipment maker's CFO provided positive feedback on talks with TSMC <2330.TW> during a small group call
CFO Roger Dassen sounded optimistic that commercial talks with TSMC are nearing conclusion, with 2 nm-related orders coming through from Q2 or Q3, Jefferies says
"We see a reasonable possibility of ASML's agreement with TSMC being signed within coming weeks and for initial 2nm orders to be placed in Q2," the broker adds
Jefferies expects ASML's average orders over Q2, Q3 and Q4 to reach 5.7 bln euros ($6.2 bln), enabling sales of 40 bln euros in 2025
It maintains a strong "buy" recommendation on the stock
Including Wednesday's rise, ASML shares have gained around 30% YTD?
($1 = 0.9195 euros)
(Reporting by Dimitri Rhodes)
((Dimitri.Rhodes@thomsonreuters.com))