b******r
发帖数: 16603 | 1 Solid company with leading (best) technologies.
Next Q EPS outlook huge miss. I havenot figured out the root cause yet.
But very tempted to do some bottom fishing. |
b*****l
发帖数: 161 | 2 Q4 EPS outlook: some major orders push out and internal capex increase.
The entire semi equipment sector is drifting down in the last two weeks. ASM
L, NVLS are both leaders in the sector, but were down >8% after ER.
I am looking at VSEA as an early indicator for bottom out as the sector tend
s to move in pack.
【在 b******r 的大作中提到】
: Solid company with leading (best) technologies.
: Next Q EPS outlook huge miss. I havenot figured out the root cause yet.
: But very tempted to do some bottom fishing.
|
b******r
发帖数: 16603 | 3 Thanks for sharing. KLAC looks best at the moment in the sector. |
m*********n
发帖数: 6098 | 4 VSEA ...
ASM
tend
【在 b*****l 的大作中提到】
: Q4 EPS outlook: some major orders push out and internal capex increase.
: The entire semi equipment sector is drifting down in the last two weeks. ASM
: L, NVLS are both leaders in the sector, but were down >8% after ER.
: I am looking at VSEA as an early indicator for bottom out as the sector tend
: s to move in pack.
|
