ASML goes straight to the top of my most disliked names having positively ruined what I had written planned to write for the Snapshot with an unscheduled warning ahead of their numbers tomorrow morning. ‘A relatively calm day’… ‘Stoxx 600 closed flat’ … ‘All awaiting LVMH’ nearly all scratched from the ledger! The -15% move in ASML did nearly all of the 80bp damage to the Stoxx 600 and it hit a number of names in the U.S too. There will be plenty of eyebrows raised at the order push out, the s…
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