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ASM International NV (ASM.AS)
Amsterdam - Amsterdam Delayed Price. Currency in EUR
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5 reactions on $ASM.AS conversation
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An incredible solid starperfomer, within a week (April 20th) quarterly figures. The roof will be blown away.
Stunning orderintake, excellent margins, what does an investor wants more?
I own this, and used to work for them and Lam Research.
I own ASM, LRCX, AMAT, KLAC and ASML.
All benefit from the chip shortage plus Bidens talked about Chip stimulus, although the chip makers really do not need any financial help in expanding production.
who's buying this?
Semi-conductor will continue to grow over the coming years. No brainer to buy this growing company with solid fundamentals!
Shortage in semi-conductors and the US looking to pump $10B in manufacturing semiconductors domestically - where are they going to get the equipment? Probably from these guys. PE is too high though. Seems overbought. Wait for a bargain?
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