COMPANY
ASML
ASML:NA
Primary coverage by Pierre Ferragu
Research
-
LAM Research 2025 CMD - what did we learn?February 20, 2025 — Pierre Ferragu
-
Technology Infrastructure Earnings Wrap-up – Week ending January 31stFebruary 3, 2025 — Pierre Ferragu
-
ASML 4Q24: Strong rebound in orders, but downside risk persists for 2025. Neutral, €720.January 30, 2025 — Pierre Ferragu
-
ASML 4Q24 QT: Strong rebound in orders, but downside risk persists for 2025.January 29, 2025 — Pierre Ferragu
-
Chinese WFE imports almost doubled MoM in December. Our take.January 21, 2025 — Pierre Ferragu
Events
-
Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay -
Jun
20TechnologyJune 20, 2023 – June 20, 2023 — VirtualHosted by Pierre Ferragu and Rolf BulkWatch Replay -
Oct
25TechnologyOctober 25, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jul
1TechnologyJuly 1, 2022Hosted by Pierre FerraguWatch Replay -
Jun
7 -
Nov
5 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
May
11TechnologyMay 11, 2021Hosted by Pierre FerraguWatch Replay -
Oct
28TechnologyOctober 28, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
22 -
May
4
