Semiconductors & Hardware: ST our Top Pick for the quarter, ams at Neutral and cautioun on ASML
Semiconductors & HardwareST our Top Pick for the quarter, ams at Neutral and cautioun on ASML
Our preference goes to chip suppliers
STMicroelectronics our top pick, Infineon right behind
Expect a guidance upgrade for Soitec
Caution on ASML as orders will be highly scrutinised
An improving risk profile for ams prompts us to upgrade to Neutral
STMicroelectronics is a global independent semiconductor company that designs, develops, manufactures and markets a broad range of semiconductor integrated circuits (“ICs”) and discrete devices. Co. offers a diversified product portfolio and develops products for a wide range of market applications, including automotive products, computer peripherals, telecommunications systems, consumer products, industrial automation and control systems. Within its diversified portfolio, Co. is focused on developing products that leverage its technological strengths in creating customized, system-level solutions with digital and mixed-signal content.
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
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