ASML 3Q2019 Results: Logic Drives Strong Revenues While EUV Supports Recovery in Margins
ASML reported its 3Q2019 results on Wednesday (16th October 2019) which saw revenues grew 7.6% YoY while operating profit for the quarter declined...
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U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
 As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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North American WFE Billings Trend, Analysis, & Forecast Q32019.
North American Wafer Fab Equipment (NA-WFE) monthly billings have stagnated around the $2 billion mark, roughly back to where they were two years...
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ASML: Transition to EUV Lithography Should Boost Company’s Top-Line and Margins
ASML (ASML NA) is the market leader in the semiconductor lithography segment with a share of about 85% and is the only maker of EUV lithography...
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Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
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