15.66Open20.00Pre Close15 Volume149 Open Interest165.00Strike Price23.76KTurnover0.00%IV-0.19%PremiumNov 29, 2024Expiry Date16.19Intrinsic Value100Multiplier1DDays to Expiry0.00Extrinsic Value100Contract SizeAmericanOptions Type--Delta--Gamma11.18Leverage Ratio--Theta--Rho--Eff Leverage--Vega
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."