With growth stalling for a couple of quarters and little room for margin expansion, there seem to be few levers left for the company to boost its share price substantially. However, growth is supposed to return in the second half and the company still expects to grow faster than the overall market. The tax benefits […]
KLA-Tencor Is Winning Market Share
February 6th, 2018 · Comments Off on KLA-Tencor Is Winning Market Share
Tags: KLAC
KLA-Tencor Has Plenty Of Room To Run
December 5th, 2017 · Comments Off on KLA-Tencor Has Plenty Of Room To Run
The company has a nice niche and is well positioned for the Chinese efforts to build their own chips industry and the coming evolution towards EUV. The company has industry leading margins and could very well increase payouts to shareholders pretty soon. The share valuation seems pretty reasonable, so we don’t see concerns from a […]
Tags: KLAC
Booming Chips
December 4th, 2017 · Comments Off on Booming Chips
We compare four chip equipment makers on various metrics as there are really substantial differences in performance, growth and valuation. We try to tease out some tentative conclusions from this. One of these conclusions is that ASML Holdings is very richly valued compared to the other three, on metrics, there seems little to warrant that […]
Tags: AMAT · ASML · KLAC · LRCX
KLA-Tencor Is Firing On All Cylinders
August 2nd, 2017 · Comments Off on KLA-Tencor Is Firing On All Cylinders
The company is firing on all cylinders, its markets are growing, margins are expanding and it is gaining market share. The company also produces an astounding amount of free cash flow. There is still some upside in the shares, as they’re not expensive. Source: KLA-Tencor Is Firing On All Cylinders – KLA-Tencor Corporation (NASDAQ:KLAC) | […]
Tags: KLAC