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18 Jul 2019
ASML: Management allayed most of the concerns we have raised | NEUTRAL | EUR205 vs. EUR190 (+6%)
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ASML: Management allayed most of the concerns we have raised | NEUTRAL | EUR205 vs. EUR190 (+6%)
- Published:
18 Jul 2019 -
Author:
Frederic Yoboue - Pages:
ASML - NEUTRAL | EUR205 vs. EUR190 (+6%)
Management allayed most of the concerns we have raised
We were right on Memory, but did not anticipate Logic momentum
Encouraging comments on memory appetite for EUV
ASML reassured on gross margin for 2019 and beyond