ASML

CAN THE TELCOS EPIPHANY LAST?

01/08/25 -"Since March 2025, European Telcos have exhibited strong momentum. So much so that their prime attraction, their yield return, has dropped from 5% to 4.1%. That is no longer enough to attract income ..."

PDF page sample
Pages
50
Language
English
Published on
01/08/25
Download
You may also be interested by these reports :
01/08/25
Arm reported $1.05B in Q1 FY26 revenue, up 12% YoY, driven by strong royalty gains and market share in the datacentre sector. However, expenses are ...
01/08/25
ASML had great Q2 results by its own standards. Net sales were €7.7bn, at the higher end of the company’s guidance and net bookings were €5.5bn, ...
31/07/25
AMS OSRAM’s Q2 results showed the company’s progress in its deleveraging journey. Despite being negatively impacted by USD depreciation headwinds, ...
25/07/25
BESI reported Q2 25 results, where sales and margins came as per the company’s guidance. The recovery in the mainstream market is now pushed to H2 25 ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO