ASML Holding Stock Discussion

103998930 : When trump puts China tariffs, this company with 46% revenue from China will be severely hit, and stock price will definitely come down.

b3nt 103998930 : The US pressure has been on them for a while already and I'd say it that is priced in - including trump's impact  although there are still some unknowns there. asml have a global monopoly so whilst near term pain might increase, if you are a long term investor they are a strong buy in my opinion.
in October, ASML CFO said that he expects the company's China business to show a "more normalized percentage in our order book and also in our business," projecting "China to come in at around 20 percent of our total revenue for next year."

73150736 : Truly do not understand, falsely do not understand.

JustWonder : this sh*t is dead

Mooge : $Qualcomm (QCOM.US)$ need to consider the potential losing 17% in revenue when $Apple (AAPL.US)$ move away from it

韭菜变主力 : Don’t

71124055 : Clear.

上下上上上 OP 71124055 : Continue to hold.

上下上上上 OP 韭菜变主力 : 加仓

Kyrios : hopefully not

Jeronimo99 : Now that Trump is going to put tariffs on everyone, I can’t imagine USA can still restrict asml sale to China.

Buy Monopoly Only : yeah.  ASML will lose all of its revenue from China eventually.   you could read Marco Rubio’s paper on China 2025 if you don’t belive this will happen.    what do you think the stock price for that situation?

70825143 : It should be the fault of the founding of the country.

71124055 : Invisible Wings

102171590 : waiting to go down more and collecting some more