0900 GMT - ASML Holding's investor fears are likely reflected in the share price, Morgan Stanley analysts write in a note. The Dutch supplier of semiconductor-making equipment's shares have fallen around 15% year to date and are more than 40% below its July 2024 peak, the analysts say. Many of the concerns facing the broader semiconductor industry are well reflected at this point, they say. "The most common source of concern we hear from investors lies around the potential for export controls to damage China revenue," they say. Regarding 1Q results, the U.S. bank expects order intake of 5.2 billion euros compared with a consensus of 5.0 billion euros. Shares are up 0.05% at 579 euros. (najat.kantouar@wsj.com)
(END) Dow Jones Newswires
April 04, 2025 05:00 ET (09:00 GMT)
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