To: Donald Wennerstrom who wrote (54214 ) 10/12/2011 9:08:21 AM From: Return to Sender 1 Recommendation Respond to From Briefing.com: 2:19AM ASML Holding beats by EUR0.06, beats on revs; guides Q4 revs in-line; guides FY11 revs in-line; Q3 bookings above guidance ( ASML ) 36.17 : Reports Q3 (Sep) earnings of EUR0.84 per share, EUR0.06 better than the Capital IQ Consensus Estimate of EUR0.78; revenues rose 24.0% year/year to EUR1.46 bln vs the EUR1.4 bln consensus. Co issues in-line guidance for Q4, sees Q4 revs of above EUR1.1 bln vs. EUR1.14 bln Capital IQ Consensus Estimate. Co issues in-line guidance for FY11, sees FY11 revs of EUR5.5 bln vs. EUR5.54 bln Capital IQ Consensus Estimate. Additionally, co reports Q3 bookings (excluding EUV) came in just above guidance at EUR514 mln. Co sees Q4 bookings expected at a level above Q3. Aslo sees sales (excluding EUV) to have a gross margin in Q4 2011 of about 42% (about 41% for sales including EUV). R&D costs for Q4 are expected at EUR150 mln to support our strategic investments. SG&A costs are expected at EUR56 mln.MSCC ) announced one of its subcontracted manufacturing facilities located in the Rojana Industrial Park in Ayutthaya, Thailand, has suspended operations due to damage sustained from the region's recent flooding. The industrial park is without power and officials have ordered an evacuation of the area. WDC ) announced that production of hard drives in its facilities close to Bangkok, Thailand, will be constrained in the current quarter due to the severe flooding in Thailand. The flooding is causing problems with the region's infrastructure, including transportation and utilities, and has resulted in the inundation of some supplier facilities and employee homes. FSL ) announced the first of several powerful multicore automotive MCUs that help make it easier for automotive designers to improve engine efficiency and reduce exhaust pollution. 08:35 am : S&P futures vs fair value: +10.50. Nasdaq futures vs fair value: +26.70. Renewed confidence in Europe has the region's major bourses sporting impressive gains today. The action comes as pundits predict that Slovakia will pass the EFSF after the country's officials voted it down last night in conjunction with a no confidence vote in its prime minister. Germany's DAX has advanced 1.1% with help from automakers Daimler, Volkswagen, and BMW. Deutsche Bank (DB) has also provided leadership, but shares of Commerzbank are barely positive. France's CAC has climbed 1.4%. Societe Generale is atop the list of advancing issues. Michelin and Alcatel-Lucent (ALU) have complemented its efforts. Britain's FTSE is up a relatively tame 0.4%. Eurasian Natural Resources and Rangold Resources are a couple of top performers. Royal Bank of Scotland (RBS) and Barclays (BCS) have both bounced to substantial gains, too. Regional data featured an increase of 1.2% in eurozone industrial production during August. That followed a 1.1% increase in the prior month. Honda Motor (HMC), but Tokyo Electric and Showa Denko were the worst performers as they booked losses in excess of 5%. Materials and industrial plays performed well, though. Kobe Steel and Mitsui Mining, along with Komatsu and Fuji Heavy Industries, provided support. In Hong Kong, the Hang Seng advanced 1.0%. More impressive is that the Index scored that strong gain after it had tumbled sharply at the open. Property plays provided leadership. Mainland China's Shanghai Composite climbed 3.1% with help from financial outfits like Agricultural Bank of China and Bank of China. The Composite lagged the other major regional averages in the prior session.
