$12.9m follower assets
$KLAC Needham
Thanks for sharing this. Seems that $KLAC has a bright future ahead of it.
- WFE market share increase
- EPC growth and margin of 40%-50% which is above the c. 35% 5 year average
- 40,4,4 Service revenue forecast
- Dividend translating to c.1.6% yield and buyback authorisation of $6b.
Not too bad considering the growth rate targets set by management.