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Posted by
Two Blokes May 20 -
Filed in
Stock
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1 view
ASML's book to bill metrics indicate slower demand. And tariffs pose additional challenges to revenues and gross margins via higher input costs. Slower product upgrade cycles due to oversupply conditions with Chinese semi players are likely to pressure gross margins further in H2 FY25. ASML stock valuation multiples are a little higher than the longer term median levels.
