“2025 e 2026 serão bastante mais difíceis” para a EDP, antecipa Miguel Stilwell

[LoneWolf]

Um Bull cada vez mais louco!
Ontem os resultados vieram mostrar q os fundamentais estão fortes.

Atençao ao gap em 172-173€.

http://www.adnbeursanalyse.nl/Aandelen/ ... 180718.png

Cumps
Lonewolf

[jotas007]

Poderoso Bull Market!

LTA a comandar as operações.

[Elias]

g.a.

cabeça e ombros em gestação?

[Elias]

A ASML foi a "menina bonita" do AEX durante todo o ano de 2012 e uma grande parte de 2013 (subiu mais de 200% em dois anos) mas agora começa a dar sinais de exaustão, com a quebra da LTA de longo prazo.

[Elias]

A maioria das acções quando está em tendência ascendente faz umas pausas e entra em lateralização. Não é o caso da ASML, que nos últimos dois anos não tem praticamente feito pausas para lateralizar: faz umas pequenas correcções (normais em bull market) mas zonas de consolidação. E em dois anos já triplicou de valor.

[Elias]

Grande bombada hoje na ASML, sobe 5% e está acima dos 70.

[C0rr3i4]

que grande vela hoje na ASML

[super_fm]

Espero que no dia 30 deste mês os resultados da STM sejam na linha destes... Abraço!


PS: Posição longa na STM...

[Inspirado]

Pelos vistos, a razão está aqui, lucros sobem 4%:

http://uk.advfn.com/news/DJN/2013/article/55879219

Confirmado no site deles:

http://www.asml.com/asml/show.do?ctx=427

Bolas, desta vez não tenho nada desta acção, fica para uma próxima.

Bons Negócios

[super_fm]

E pelos vistos também levou outras cotadas do sector consigo...

[Elias]

grande disparo na ASML que subiu 6% na última meia hora

[Elias]

Continuo a minha ronda pelos títulos do AEX-25.

É a vez da ASML.

Esta acção teve recentemente um ajuste de cotação e o gráfico que se segue já reflecte esse ajuste.

O título fechou ontem acima dos 50 euros, o que acontece pela primeira vez desde Julho de 2000 - ou seja, está em máximos de 13 anos.

O próximo objectivo são os máximos absolutos feitos em Março de 2000 e situados na zona dos 54.

[C0rr3i4]

fonte: NYSE Euronext

[Inspirado]

Daí a queda brutal de hoje...

Também já não me lembrava da recompra das acções.

Tenho acompanhado este titulo que já me deu bons resultados, não entrei nos ultimos dias (e ainda bem) porque estava à espera da confirmação de recuperação.

Bons Negócios

[Elias]

Obrigado Correia. Já não me lembrava disto.

Claramente esta operação afecta o cálculo do índice.

Curiosamente na pag da Euronext retiraram a ASML do índice...

https://indices.nyx.com/en/products/ind ... 00107-XAMS

[C0rr3i4]

NYSE Euronext

Index Announcement
Issue date: Wednesday 14 November 2012
Effective date: Monday 26 November 2012
Announcement No: 2012-213
_________________________________________________

Reference: Press release ASML of Wednesday 14 November 2012;
NEIA 2012-195 of Monday 1 October 2012;
Press release ASML of Friday 7 September 2012.

Indices: AEX® NL0000000107

Subject: Capital repayment and reversed stock split

Company: ASML (ISIN: NL0006034001)

Details: ASML has announced a Customer Co-Investment Program. The Customer Co-Investment Program consists of an issue of an aggregate 23% minority stake to participating customers as well as an implementation of a Synthetic Buyback. ASML has announced it will proceed with the cash capital repayment of € 9.18 per ordinary share
and the reverse stock of 77 new shares for every 100 current shares. This means that for every 100 ASML shares, shareholders (excluding participating customers) will receive € 918- in cash and will keep 77 ASML shares. The ex-entitlement date will be Monday 26 November 2012.

Index Adjustment(s): NYSE Euronext will adjust the index for the Synthetic Buyback only.
The following adjustments will be made after close of Friday 23
November 2012:
• The closing price of ASML will be adjusted for the capital repayment and by the ratio of the reversed stock split;
• The number of shares of ASML will be adjusted based on the ratio of the reversed stock split only.
• Based on the current number of shares ASML included in the index and the ratio of the stock split as announced by ASML the new
number of shares for ASML will become: 323,286,435.
• The index divisor will be adjusted to maintain the index level.

Time table: After close of business on Friday 23 November 2012, NYSE Euronext will confirm the adjustment by announcing the new index divisor.

When you are interested in receiving daily updates (IDU) from all NYSE Euronext Indices please send an email to Indexeurope@nyx.com
For further information in relation to this announcement or to subscribe / unsubscribe to Index Announcements please contact:
Global Index Group: +31 (0) 20 550 4199 or +33 (0) 149 27 1173 or send an email to Indexeurope@nyx.com

Effective date

[C0rr3i4]

NYSE Euronext

Index Announcement
Issue date: Wednesday 14 November 2012
Effective date: Monday 26 November 2012
Announcement No: 2012-213
_________________________________________________

Reference: Press release ASML of Wednesday 14 November 2012;
NEIA 2012-195 of Monday 1 October 2012;
Press release ASML of Friday 7 September 2012.

Indices: AEX® NL0000000107

Subject: Capital repayment and reversed stock split

Company: ASML (ISIN: NL0006034001)

Details: ASML has announced a Customer Co-Investment Program. The Customer Co-Investment Program consists of an issue of an aggregate 23% minority stake to participating customers as well as an implementation of a Synthetic Buyback. ASML has announced it will proceed with the cash capital repayment of € 9.18 per ordinary share
and the reverse stock of 77 new shares for every 100 current shares. This means that for every 100 ASML shares, shareholders (excluding participating customers) will receive € 918- in cash and will keep 77 ASML shares. The ex-entitlement date will be Monday 26 November 2012.

Index Adjustment(s): NYSE Euronext will adjust the index for the Synthetic Buyback only.
The following adjustments will be made after close of Friday 23
November 2012:
• The closing price of ASML will be adjusted for the capital repayment and by the ratio of the reversed stock split;
• The number of shares of ASML will be adjusted based on the ratio of the reversed stock split only.
• Based on the current number of shares ASML included in the index and the ratio of the stock split as announced by ASML the new
number of shares for ASML will become: 323,286,435.
• The index divisor will be adjusted to maintain the index level.

Time table: After close of business on Friday 23 November 2012, NYSE Euronext will confirm the adjustment by announcing the new index divisor.

When you are interested in receiving daily updates (IDU) from all NYSE Euronext Indices please send an email to Indexeurope@nyx.com
For further information in relation to this announcement or to subscribe / unsubscribe to Index Announcements please contact:
Global Index Group: +31 (0) 20 550 4199 or +33 (0) 149 27 1173 or send an email to Indexeurope@nyx.com

[Elias]

Depois de quase 3 meses de quedas, a ASML parece ter reagido bem ao suporte dos 38,3.

Será este um bom ponto de entrada?

[C0rr3i4]

já agora: a Cymer sobe 57%

e as quedas continuaram after-hours...

ASML has announced a Customer Co-Investment Program. The
Customer Co-Investment Program consists of an issue of an aggregate
23% minority stake to participating customers as well as an
implementation of a Synthetic Buyback. Based on the press release of
ASML, ASML intends to implement the Synthetic Buyback as follows:
a cash capital repayment of € 9.18 per share and a reverse share split of
77 new shares for every 100 current shares. This means that for every
100 ASML shares, shareholders (excluding participating customers)
will receive € 918.- in cash and will keep 77 ASML shares.
(NYSE Euronext 07/09/2012)

[Elias]

já agora: a Cymer sobe 57%

[Elias]

Parece que o mercado não gostou disto...


Chip gear maker ASML to buy Cymer for $2.5 billion
10/17/2012| 06:16am US/Eastern

The world's leading microchip gear maker ASML, is to buy U.S. group Cymer, its key supplier of a light-based technology crucial to making a new generation of much smaller chips, for 1.95 billion euros ($2.5 billion).

The Dutch company said that Cymer would accelerate the development of extreme ultraviolet (EUV) semiconductor lithography, which will produce the chips that will increase power and functionality in future smartphones and tablet computers. The light source in ASML's EUV development plans has been an ongoing technological challenge for ASML, causing delays in production

Over the summer, ASML announced a string of deals with its three biggest customers, including Intel, Samsung Electronics and Taiwan Semiconductor Manufacturing. These will amount to the trio buying a collective 23 percent stake in ASML and supplementing its R&D budget to the tune of 1.38 billion euros.

Cymer and ASML have collaborated closely for more than a year and the acquisition was a natural evolution, ASML said.

The deal, which is due to close in the first half of 2013, is a cash-and-stock transaction. Each Cymer shareholder will receive $20 in cash and 1.1502 ASML ordinary shares per Cymer share. The total price is a premium of 61 percent over Cymer's average volume-weighted price in the 30 days to October 16.

ASML said that the deal is expected to boost earnings per share within two years, though Theodoor Gilissen analyst Jos Versteeg said that ASML is paying a steep price. Rabobank's Philip Scholte, meanwhile, said that it's an expensive way for ASML to get EUV back on track.

A bellwether for Europe's technology sector, ASML made the Cymer announcement as it reported lower than expected third-quarter bookings and said that fourth-quarter sales would be at the low end of expectations. However, it declined to give a 2013 outlook.

Its trading update echoed the downbeat message coming from other technology titans. Intel, one of ASML's biggest customers, said on Tuesday that its outlook remains weak for the remainder of the year because of falling PC sales.

ASML's third-quarter order book came in at 831 million euros, lower than analysts' expectations of 899 million euros.

The company saw weakness at customers who make memory chips because consumers were choosing cheaper versions of smartphones and tablet computers because of the weak economy, Chief Financial Officer Peter Wennink said.

Third-quarter net profit was 275 million euros, compared with a forecast for 278 million euros. Sales of 1.23 billion euros were in line with forecasts.

Petercam analyst Marcel Achterberg said that he expected ASML shares to fall on the news and would recommend buying on this weakness. The shares were down by 2.75 percent at 0827 GMT.

($1 = 0.7679 euro)

(Additional reporting by Gilbert Kreijger; Editing by David Goodman)

By Roberta Cowan

Stocks treated in this article : Samsung Electronics Co., Ltd., Taiwan Semiconductor Mfg. Co. Ltd., ASML HOLDING, Cymer, Inc., Intel Corporation

http://www.4-traders.com/TAIWAN-SEMICON ... -15389559/

[C0rr3i4]

em queda livre outra vez...

[Inspirado]

Durante o ano tive algumas mais-valias com este titulo, mas desde meados de Junho que saí. E enquanto esta tendencia descendente se mantiver não volto a entrar. Apesar do volume hoje estar astronómico, não sei se será o despejo final e que venha a marcar a inversão do caminho da cotação.

No texto publicado há uns dias por outro colega do forum, é referido um buyback a 39,91€, por isso comprar acima desse valor não me parece boa ideia.



Bons Negócios

[C0rr3i4]

A MM200 e o suporte dos 39€ seguraram hoje a acção, que já esteve a perder mais de 5%.

[C0rr3i4]

https://europeanequities.nyx.com/sites/ ... rogram.pdf