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Why companies are ditching dual listings
Shell and BHP are among big global firms to scrap secondary listings, Rio Tinto may do so too
ASM International NV (0NX3.L)
YHD - YHD Delayed price. Currency in USD
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Half year later still stunning order intake, I stepped in again.
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?
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?
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.
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