ASML : Adoption d’un scenario plus conservateur sur 2024, mais attention, un puissant rebond est toujours attendu sur 2025…
>Nous prenons en compte le ‘bruit’ négatif et adoptons un scénario plus prudent sur 2024, abaissons notre OC à 740 € vs 830 €, mais maintenons une opinion positive - Le newsflow, qu’il soit avéré ou simplement basé sur des rumeurs, a été récemment très défavorable et a fait baisser le titre de 20% sur 3 mois. Alors que nous estimions que 2024 sera une année de franc rebond des Capex, les craintes autour d’une faible croissance économique mondiale et d’une nouvelle esc...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.
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.
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