COMPANY
ASML
ASML:NA
Primary coverage by Pierre Ferragu
Research
-
ASML 2024 CMD: What did we learn?November 18, 2024 — Pierre Ferragu
-
ASML CMD Financial Targets: Our quick takeNovember 14, 2024 — Pierre Ferragu
-
Semicap in 2025: All the headwinds the Street ignoresNovember 11, 2024 — Pierre Ferragu
-
ASML crash, TSMC beat and raise, Wolfspeed lifeline, and more. Tech Weekly Wrap-up.October 21, 2024 — Pierre Ferragu
-
ASML 3Q24: Abrupt order slowdown confirms our concerns. Neutral, €725.October 17, 2024 — 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
