Report
Stephane Houri

ASML : Achat réitéré post Q&A CFO : OC relevé à 420 € vs 390 €

>Opinion Achat réitérée, suite à un Q&A avec Roger Dassen (CFO) - Suite à un Q&A que nous avons organisé hier avec Roger Dassen (CFO) et Marcel Kemp (Head of IR), nous réitérons notre opinion Achat. Sans grande surprise, le ton était positif, sans aucune déviation perceptible avec le discours des résultats T3 2020. ASML reste selon nous une histoire de domination technologique inégalée, ce qui lui procure un potentiel de croissance bien supérieur à celui de l’industri...
Underlying
ASML Holding NV

ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

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