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midgardfinance.com @midgardfinance.com Β· May 5

πŸ‡ͺπŸ‡ΊπŸ“ˆ EU27 quality compounders: analyst EPS upgrades vs 90 days ago. Dutch semis lead: πŸ‡³πŸ‡± $ASM +24%, πŸ‡³πŸ‡± $BESI +15%, πŸ‡³πŸ‡± $ASML +12%. Cuts: πŸ‡«πŸ‡· $DSY -6%, πŸ‡«πŸ‡· $EL -5%, πŸ‡©πŸ‡° $COLO -4%, πŸ‡«πŸ‡· $MC -4%. #Stocks #Compounders #EuropeanStocks #Semiconductors #Earnings

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