BUY Conviction4/5 Analysis quality80/100 now
Lasertec is presented as an attractive contrarian investment, having fallen over 70% from its all-time high despite strong earnings. The company, a niche supplier of mask inspection equipment for chip manufacturing, benefits indirectly from the AI boom. Its current P/E of 15 is significantly below its historical average, and a conservative valuation model suggests a 13% annual return, assuming a rebound in hardware demand beyond AI.
“Was die Aktie so attraktiv machen kann ist in erster Linie natürlich der Aktienkurs bzw die Bewertung könnte sein dass ich jetzt bei lasertech 1 zu steigen als eine Art antizyklisches Investment”