2026-11-05 23:27:59
Milford AM Recommends ASML at Sohn Conference, Flags 70% Upside at 22x Forward Earnings
At the Sohn Investment Conference in Queenstown, New Zealand on November 5, Milford Asset Management's global tech fund manager Andrew Curtayne recommended semiconductor equipment maker ASML, citing its monopoly on extreme ultraviolet (EUV) lithography technology and locked-in supply chain advantage