Semiconductors Dutch Investing Ideas

€1.52k
23.0% undervalued intrinsic discount
Fair Value
Revenue
12.01% p.a.
Profit Margin
29.42%
Future PE
48.06x
Price in 2031
€2.31k
ASML logo
ASML Holding

ASML: Durable Advantage, Limited Margin for Error

Narrative summary ASML sits at the centre of advanced semiconductor manufacturing. It does not design chips and it does not fabricate them.Read more

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€1.61k
27.4% undervalued intrinsic discount
Fair Value
Revenue
11.91% p.a.
Profit Margin
29.42%
Future PE
51.76x
Price in 2031
€2.43k
€1.56k
25.3% undervalued intrinsic discount
Fair Value
Revenue
11.93% p.a.
Profit Margin
29.42%
Future PE
50.19x
Price in 2031
€2.36k
€1.31k
10.7% undervalued intrinsic discount
Fair Value
Revenue
15% p.a.
Profit Margin
31%
Future PE
35x
Price in 2031
€1.96k
ASML logo
ASML Holding

ASML at €725: Geopolitical Risk Priced In, Moat Still Intact

ASML’s story is one of quiet dominance at the heart of global tech. Founded in the Netherlands in 1984, ASML started as a joint venture between Philips and ASM International.Read more

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€725
61.2% overvalued intrinsic discount
Revenue
18.85% p.a.
Profit Margin
25%
Future PE
25x
Price in 2029
€991.47
€1k
16.9% overvalued intrinsic discount
Fair Value
Revenue
17.26% p.a.
Profit Margin
29.27%
Future PE
25.79x
Price in 2030
€1.48k
€864.91
35.1% overvalued intrinsic discount
Fair Value
Revenue
9.65% p.a.
Profit Margin
26.4%
Future PE
42.3x
Price in 2030
€1.18k