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Posted by
Two Blokes Apr 27 -
Filed in
Stock
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2 views
We think ASML Holding is a 'Compounder' due to its strong revenue growth, profit growth, and decreasing share count. We think these are prerequisites for long-term outperformance. Despite recent volatility, ASML's current valuation presents a buying opportunity, with shares trading at the lower end of their historical valuation ranges. ASML's robust backlog and the increasing demand for AI-driven chip making capacity support its long-term growth potential.