09/01/25 -"With higher growth opportunities than its peers ASML and ASMI, and the company also being expected to post the best margins across the semiconductor division, we now apply a 20% premium to the P/E ..."
Pages
53
Language
English
Published on
09/01/25
You may also be interested by these reports :
30/09/26
Should one chase the 5.7% yield that Real Estate dangles? Or forget yield altogether, buy Semiconductors and pray? Below is the pecking order of ...
30/09/26
As we expect higher overall profitability, we have slightly increased our EV/EBITDA multiples used for valuing specific divisions. Biophotonics, ...
18/09/26
STMicroelectronics (BUY, Netherlands) equity story has transformed from one of Automotive semiconductors and Industrial Microcontrollers to one of a ...
12/08/26
Jenoptik delivered a strong H1 26. Semiconductors and advanced manufacturing remained the key growth engines, while biophotonics benefited from ...